Skip to main content

Chapter 5 · 10 hours

System Design

Practice questions

Practice questions and answers

7 exam-style questions on this chapter, written for this site from the official syllabus. We haven’t found past IOE papers for this subject yet; if you have some, share them in the community.

  • Practice · 8 marks

A machine tool spindle needs six speeds in geometric progression from 125 rpm to 400 rpm. The gearbox input shaft runs at 400 rpm, driven by a 1440 rpm motor through a belt. (a) Find the progression ratio and list the standard spindle speeds. (b) Select the structural formula 3(1) x 2(3) and draw the speed ray diagram. (c) Find suitable tooth numbers for each gear pair of the two stages (take the sum of teeth as 70 for the first stage and 60 for the second).

Answer

(a) Progression ratio and speeds

For zz speeds in GP: nmax/nmin=φ z−1n_{max}/n_{min} = \varphi^{\,z-1}.

φ=(400125)1/5=3.20.2=1.262≈1.26 (R10 series)\varphi = \left(\frac{400}{125}\right)^{1/5} = 3.2^{0.2} = 1.262 \approx 1.26 \ (\text{R10 series})

Spindle speeds (×1.26\times 1.26 each step): 125, 160, 200, 250, 315, 400 rpm.

(b) Structure and ray diagram

Six speeds =3×2= 3 \times 2. Structural formula: 3(1) x 2(3), where the number in brackets is the characteristic xx (the step is φx\varphi^{x}).

  • Group 1 (3 speeds, x=1x=1): ratios 1, 1/φ, 1/φ2=1, 0.794, 0.6301,\ 1/\varphi,\ 1/\varphi^{2} = 1,\ 0.794,\ 0.630.
  • Group 2 (2 speeds, x=3x=3): ratios 1, 1/φ3=1, 0.51,\ 1/\varphi^{3} = 1,\ 0.5.

Check of range: group 1 φ2=1.6\varphi^{2}=1.6, group 2 φ3=2\varphi^{3}=2, both below the limit of 8, and no gear ratio is smaller than 1/4.

Belt drive: motor 1440 rpm to shaft I at 400 rpm, ratio 1440/400=3.61440/400 = 3.6.

 Shaft I     Shaft II      Shaft III (rpm)
  400 ----> 400 ---------> 400  (x1)
      \               \---> 200  (x0.5)
       \--> 315 --------> 315
        \            \---> 160
         \-> 250 -------> 250
                      \---> 125

Shaft II runs at 400, 315, 250 rpm. Each speed of shaft II gives two speeds on shaft III: the same speed (ratio 1) or three steps lower (ratio 0.5), giving 400, 315, 250 and 200, 160, 125 rpm.

(c) Gear tooth numbers

Stage 1 (sum 70): ratio =z1/z2= z_1/z_2.

Ratioz1z_1z2z_2Actual ratio
135351.000
0.79431390.795
0.63027430.628

Stage 2 (sum 60):

Ratioz1z_1z2z_2Actual ratio
130301.000
0.520400.500

All pinions have more than 17 teeth (no undercutting for 20 degree teeth).

Check of actual spindle speeds: 400, 317.9, 251.2, 200.0, 159.0, 125.6 rpm. Errors against the standard speeds are below 1%, within the permitted ±10(φ−1)%=2.6%\pm 10(\varphi-1)\% = 2.6\%.

Answer: φ=1.26\varphi = 1.26; speeds 125, 160, 200, 250, 315, 400 rpm; structure 3(1)×2(3)3(1)\times2(3); teeth 35/35, 31/39, 27/43 and 30/30, 20/40.

  • Practice · 8 marks

A car of loaded mass 1500 kg has an engine giving a maximum torque of 120 N m. The final drive ratio is 4.1, the transmission efficiency is 88%, the effective wheel radius is 0.32 m and the rolling resistance coefficient is 0.015. The car must climb a gradient of 30% (tan of slope = 0.3) in first gear; air resistance may be neglected. The top gear is direct (ratio 1) and the gearbox has four forward speeds in geometric progression. Find (a) the first-gear ratio, (b) the second and third gear ratios, and (c) the maximum speed in top gear if the engine can run at 5500 rpm. Also check that the drive wheels can transmit the required tractive force if 55% of the weight is on the driving wheels and the tyre-road friction coefficient is 0.7.

Answer

Take g=9.81 m/s2g = 9.81\ \text{m/s}^2, W=mg=14715W = mg = 14715 N.

(a) First-gear ratio

Slope angle θ=tan⁡−1(0.3)=16.70∘\theta = \tan^{-1}(0.3) = 16.70^\circ; sin⁡θ=0.2873\sin\theta = 0.2873, cos⁡θ=0.9578\cos\theta = 0.9578.

Tractive force needed (gradient plus rolling resistance):

F=W(sin⁡θ+fcos⁡θ)=14715 (0.2873+0.015×0.9578)=4440 N\begin{aligned} F &= W(\sin\theta + f\cos\theta) \\ &= 14715\,(0.2873 + 0.015\times0.9578) = 4440\ \text{N} \end{aligned}

Torque at the wheels: Tw=Fr=4440×0.32=1421 N mT_w = F r = 4440 \times 0.32 = 1421\ \text{N m}.

Overall ratio from engine to wheels:

Go=TwTe η=1421120×0.88=13.45G_o = \frac{T_w}{T_e\,\eta} = \frac{1421}{120\times0.88} = 13.45

First-gear ratio of the gearbox:

G1=GoGf=13.454.1=3.28G_1 = \frac{G_o}{G_f} = \frac{13.45}{4.1} = 3.28

(b) Intermediate ratios (GP)

For four speeds, G1,G2,G3,G4=G1, G1/k, G1/k2, G1/k3G_1, G_2, G_3, G_4 = G_1,\ G_1/k,\ G_1/k^2,\ G_1/k^3 with G4=1G_4 = 1:

k=(3.28)1/3=1.486k = (3.28)^{1/3} = 1.486
GearGearbox ratioOverall ratio (x 4.1)
13.2813.45
22.219.05
31.496.09
41.004.10

(c) Maximum speed in top gear

Engine speed ωe=5500×2π/60=575.96\omega_e = 5500\times2\pi/60 = 575.96 rad/s.

v=ωe rG4Gf=575.96×0.321×4.1=44.95 m/s=161.8 km/hv = \frac{\omega_e\, r}{G_4 G_f} = \frac{575.96\times0.32}{1\times4.1} = 44.95\ \text{m/s} = 161.8\ \text{km/h}

Traction check

Maximum tractive force available =μ (0.55 Wcos⁡θ)=0.7×0.55×14715×0.9578=5426= \mu\,(0.55\,W\cos\theta) = 0.7\times0.55\times14715\times0.9578 = 5426 N.

Since 5426>44405426 > 4440 N, the wheels do not slip on the 30% slope.

Answer: G1=3.28G_1 = 3.28; G2=2.21G_2 = 2.21, G3=1.49G_3 = 1.49; top speed about 162 km/h; traction is sufficient (5426 N available against 4440 N required).

  • Practice · 8 marks

A gearbox shaft carries a 28-tooth spur gear of module 6 mm and 20 degree full-depth teeth, which transmits 18 kW at 450 rpm. The gear is mounted midway between two bearings 600 mm apart (treat as simply supported). The shaft has a keyway. The allowable shear stress for the shaft material is 55 MPa without keyway, and the keyway reduces this by 25%. Use shock and fatigue factors K_b = 1.5 and K_t = 1.2. Find the shaft diameter using the ASME code equation and select a standard size.

Answer

Data

P=18P = 18 kW, N=450N = 450 rpm, z=28z = 28, m=6m = 6 mm, ϕ=20∘\phi = 20^\circ, L=600L = 600 mm.

Torque and gear loads

T=Pω=180002π×450/60=1800047.12=382.0 N mT = \frac{P}{\omega} = \frac{18000}{2\pi\times450/60} = \frac{18000}{47.12} = 382.0\ \text{N m}

Pitch circle diameter dp=mz=6×28=168d_p = mz = 6\times28 = 168 mm, so the pitch radius is 0.084 m.

Ft=Tr=382.00.084=4547 N,Fr=Fttan⁡20∘=1655 NF_t = \frac{T}{r} = \frac{382.0}{0.084} = 4547\ \text{N}, \qquad F_r = F_t\tan20^\circ = 1655\ \text{N}

Bending moments (load at mid-span, M=FL/4M = FL/4)

MH=4547×0.64=682.1 N mMV=1655×0.64=248.3 N mM=682.12+248.32=725.9 N m\begin{aligned} M_H &= \frac{4547\times0.6}{4} = 682.1\ \text{N m} \\ M_V &= \frac{1655\times0.6}{4} = 248.3\ \text{N m} \\ M &= \sqrt{682.1^2 + 248.3^2} = 725.9\ \text{N m} \end{aligned}
   Ft, Fr (down/side)
        |
   A ---+--- B        L = 600 mm
   R_A  300  R_B      M = FL/4 at mid-span

Allowable shear stress

τall=55×0.75=41.25 MPa\tau_{all} = 55\times0.75 = 41.25\ \text{MPa}

ASME code equation

d3=16π τall(KbM)2+(KtT)2d^3 = \frac{16}{\pi\,\tau_{all}}\sqrt{(K_bM)^2 + (K_tT)^2} (1.5×725.9)2+(1.2×382.0)2=1088.92+458.42=1181.4 N m\sqrt{(1.5\times725.9)^2 + (1.2\times382.0)^2} = \sqrt{1088.9^2 + 458.4^2} = 1181.4\ \text{N m} d3=16×1181.4π×41.25×106=1.4587×10−4 m3d^3 = \frac{16\times1181.4}{\pi\times41.25\times10^{6}} = 1.4587\times10^{-4}\ \text{m}^3 d=0.0526 m=52.6 mmd = 0.0526\ \text{m} = 52.6\ \text{mm}

Standard size: 55 mm.

Answer: d=52.6d = 52.6 mm, so use a 55 mm shaft.

  • Practice · 6 marks

Explain the requirements of a machine tool drive. Compare stepped and stepless speed regulation, and explain why spindle speeds are arranged in a geometric progression.

Answer

A machine tool drive transmits power from the motor to the spindle or slide and gives the range of speeds and feeds needed for different materials, tool materials and diameters.

Requirements

  • Cover the full range of cutting speeds, v=πDN/1000v = \pi D N/1000, for the smallest and largest diameters. The speed ratio Rn=Nmax/NminR_n = N_{max}/N_{min} is typically 20 to 100 or more.
  • Enough power and torque at the spindle, constant power over most of the range.
  • High rigidity and low vibration, accurate running of shafts and gears, low noise.
  • Quick, easy change of speed, preferably during running or with levers; safe and simple to operate.
  • Compact, economical, easy lubrication and maintenance; minimum number of gears and shafts.
  • Stable speed under changing load.

Stepped vs stepless

PointStepped (gearbox, cone pulley)Stepless (variable speed)
SpeedsFixed number of speedsAny speed in the range
ExamplesSliding gears, clutch gears, cone pulleysVariable-frequency motor, hydraulic, friction/pulley variators
Efficiency and rigidityHigh, positive driveLower with friction or belts
Cost and complexityGears needed but robustHigher cost for control
UseLathes, milling machines, drillsCNC machines, grinding, special drives

Why geometric progression

If speeds are chosen as N1, N1φ, N1φ2,…N_1,\ N_1\varphi,\ N_1\varphi^2, \dots the percentage loss in cutting speed between steps, (Nj+1−Nj)/Nj+1=(φ−1)/φ(N_{j+1}-N_j)/N_{j+1} = (\varphi-1)/\varphi, is the same at every step. The ideal speed for a job is therefore never more than a constant fraction away from an available speed. An arithmetic progression gives a large loss at low speeds and a wasteful closeness at high speeds. The GP also needs fewer gears and fits the standard preferred-number (Renard) series R5, R10, R20, R40 with φ=1.58,1.26,1.12,1.06\varphi = 1.58, 1.26, 1.12, 1.06.

  • Practice · 6 marks

Differentiate between the sliding mesh, constant mesh and synchromesh gearboxes used in automobiles. Explain the working of the synchromesh device.

Answer

An automobile gearbox changes the torque-speed ratio between engine and wheels and gives reverse and neutral.

Comparison

PointSliding meshConstant meshSynchromesh
Gear engagementGears on the main shaft slide along splines to mesh with countershaft gearsAll gears always in mesh; dog clutches slide to lock a free gear to the shaftConstant mesh plus cone synchronizers that equalise speeds before engagement
Gear typeSpur (straight)Helical (quiet)Helical
Gear changeNeeds double declutching and skill; noisyEasier, but still needs double declutchingVery easy, no double declutching
Wear and noiseHigh; teeth damaged by clashingLess wear, quieterLeast wear and noise
CostCheapestModerateHighest
UseOld cars, some trucksHeavy vehiclesModern cars

Working of the synchromesh

 Gear (with cone)  Blocker ring  Hub/sleeve
     |\               |\            |
     | \_cone_______  | friction    | shift
     |  engages      |  cone       | fork
  1. The driver moves the gear lever; the fork pushes the sleeve toward the selected gear.
  2. A blocker ring (with a cone surface) is pressed on the cone of the gear. Friction brings the speeds of the shaft hub and the gear to the same value.
  3. The blocker ring prevents the sleeve from sliding on until the speeds match, so there is no clash.
  4. After speeds are equal, the sleeve slides over the dog teeth of the gear and locks it to the shaft.
  • Practice · 5 marks

Explain the design requirements of power transmission in an aircraft with a turboprop or piston engine. Why is a reduction gearbox used, and why are epicyclic (planetary) gear trains preferred? A turboprop engine delivers 1500 kW at 12000 rpm, and the propeller must run at 1500 rpm using a simple planetary stage with the sun as input, the ring fixed and the carrier as output. Find the required ratio of ring to sun teeth and the torque at the propeller shaft (neglect losses).

Answer

Requirements

  • Minimum weight with high power: use of alloy steels, case-hardened ground gears, thin webs and light casings.
  • High reliability and safety: redundancy, high factor on fatigue life, vibration and condition monitoring; the gearbox is flight-critical.
  • Operation at high speed and temperature with forced oil lubrication and cooling.
  • Compact size and the correct shaft geometry, with low noise and vibration.
  • Ability to carry the propeller thrust and gyroscopic loads.

Why a reduction gearbox

A gas turbine runs efficiently at 10000 to 30000 rpm, but a large propeller must turn slowly (about 1000 to 2000 rpm) so that blade tip speed stays below sonic speed for efficiency and low noise. A reduction gearbox gives this speed ratio.

Why epicyclic

Power is shared among several planet gears, so each tooth carries less load; coaxial input and output; compact and light; balanced forces on the sun and carrier give lower bearing loads.

Numerical

Sun input, ring fixed, carrier output: speed ratio =1+zrzs= 1 + \dfrac{z_r}{z_s}.

NinNout=120001500=8=1+zrzs  ⇒  zrzs=7\frac{N_{in}}{N_{out}} = \frac{12000}{1500} = 8 = 1 + \frac{z_r}{z_s} \;\Rightarrow\; \frac{z_r}{z_s} = 7

For example zs=18z_s = 18, zr=126z_r = 126 (planet teeth =(126−18)/2=54= (126-18)/2 = 54).

Input torque Tin=Pω=1 500 00012000×2π/60=1193.7 N mT_{in} = \dfrac{P}{\omega} = \dfrac{1\,500\,000}{12000\times2\pi/60} = 1193.7\ \text{N m}.

Output torque (no loss) =Tin×8=9549 N m= T_{in}\times 8 = 9549\ \text{N m}.

Answer: zr/zs=7z_r/z_s = 7; propeller torque about 9550 N m.

  • Practice · 5 marks

Explain the need, construction and working of the differential of an automobile. Derive the relation between the speeds of the two axle shafts and the crown wheel. In a differential, the pinion has 10 teeth and the crown wheel 40 teeth. The pinion runs at 1800 rpm and the left wheel runs at 400 rpm while turning a curve; find the speed of the right wheel.

Answer

Need

When a vehicle turns, the outer wheel travels a longer path than the inner wheel, so it must rotate faster. If both rear wheels were rigidly fixed to one shaft, one would slip and wear the tyres. A differential lets the wheels turn at different speeds while still sharing the driving torque equally.

Construction

   Prop shaft ---> Pinion
                     |
                 Crown wheel (carries the cage)
                     |
   Left axle - Side gear \ / Side gear - Right axle
                    Spider (planet) pinions

The drive pinion meshes with the crown wheel. The crown wheel is bolted to the differential cage, which carries the spider shaft and two or four planet pinions. The planets mesh with two side (sun) gears splined to the left and right axle shafts.

Working

  • Straight road: both wheels meet equal resistance, the planets do not spin on their own axes and the cage and both side gears rotate together.
  • Turning: the inner wheel resists more, so the planets rotate about the spider axis, speeding up one side gear and slowing the other by the same amount.
  • Torque is equal on both axles in a bevel-gear differential (a drawback on slippery surfaces, which limited-slip or locking differentials overcome).

Speed relation

Cage speed NcN_c, side gears NLN_L and NRN_R. Relative to the cage the two side gears turn in opposite directions with equal ratio (planets are idlers): NL−Nc=−(NR−Nc)N_L - N_c = -(N_R - N_c), therefore

NL+NR=2NcN_L + N_R = 2N_c

Numerical

Nc=1800×1040=450N_c = 1800\times\dfrac{10}{40} = 450 rpm.

NR=2×450−400=500 rpmN_R = 2\times450 - 400 = 500\ \text{rpm}

Answer: right wheel = 500 rpm (the outer wheel in the turn).

Written from the official syllabus. Questions and answers are written for this site; check them against your class notes.

Chapter titles and hours from the IOE syllabus ↗