CONTENTSPARTⅠ FUNDAMENTALS OF MACHINERY DESIGNCHAPTER 1 INTRODUCTION1.1 THE ROLE OF MACHINERY DESIGN1.2 MACHINERY AND COMPONENTS1.3 OVERVIEW OF MACHINERY DESIGN1.4 A GENERAL PROCEDURE OF MACHINERY DESIGN1.5 CONTENTS AND TASKS OF THE COURSENotesCHAPTER 2 PRINCIPLES OF MACHINERY DESIGN2.1 FUNDAMENTAL REQUIREMENTS FOR MACHINERY DESIGN2.1.1 Functional Requirements2.1.2 Economic Requirements2.1.3 Safety and Environment Requirements2.1.4 Reliability Requirements2.1.5 Other Specific Requirements2.2 FAILURE MODELS OF MECHANICAL COMPONENTS2.2.1 Fracture Failure2.2.2 Failure Resulted from Unexpected Deformations2.2.3 Failure on Surface Damage2.2.4 Failure Resulted from Abnormal Operational Conditions2.3 DESIGN REQUIREMENTS FOR MECHANICAL COMPONENTS2.3.1 Design for Safety2.3.2 Design for Manufacturabiliy2.3.3 Design for Costs2.3.4 Design for Reliability2.4 GENERAL CRITERIA FOR COMPONENT DESIGN2.4.1 Strength Criterion2.4.2 Rigidity Criterion2.4.3 Wear Criterion2.4.4 Dynamic Criterion2.4.5 Reliability Criterion2.4.6 Safety Factor(S)NotesCHAPTER 3 FAILURE THEORIES AND MATERIAL STRENGTHS3.1 THEORIES OF FAILURE3.1.1 The Maximum-Normal-Stress Theory (the first strength theory)3.1.2 The Maximum-Normal-Strain Theory (the second strength theory)3.1.3 The Maximum-Shear-Stress Theory (the third strength theory)3.1.4 The Distortion-Energy Theory (the fourth strength theory)3.2 BULK STRENGTHS OF THE MACHINE COMPONENTS3.2.1 Loads and Stresses3.2.2 Stress-Strength Design Method3.2.3 Strength Design under Static Stresses3.2.4 Strength Design under Varying Stresses3.3 SURFACE STRENGTHS OF THE MACHINE COMPONENTS3.3.1 Surface Contact Stresses and Strengths3.3.2 Surface Extrusion Stresses and Strengths3.3.3 Surface Wear StrengthsNotesCHAPTER 4 FRICTION,WEAR AND LUBRICATION4.1 FRICTION4.1.1 Friction Laws4.1.2 Mechanisms of Friction4.2 WEAR4.2.1 The Wear Process4.2.2 Mechanisms of Wear4.3 LUBRICATION4.3.1 Lubrication Theory4.3.2 Lubricants4.3.3 The Problem of Lubricant Selection4.3.4 Basic Types of Lubricant4.3.5 Selecting the Lubricant Type4.3.6 Lubricant Selecting for Particular Components4.3.7 Lubricant Cooling and Corrosion Prevention4.4 MACHINERY CONDITION MONITORING4.4.1 Condition Monitoring4.4.2 Wear Detection and Assessment4.4.3 Ferrographic Analysis and Its ApplicationNotesPART Ⅱ DESIGN OF FASTENERS AND JOINTSCHAPTER 5 DESIGN OF THREADED FASTENERS AND JOINTS5.1 BASIC CONCEPTS5.2 THREAD STANDARDS AND DEFINITIONS5.3 SCREW FASTENINGS5.4 SCREWING-UP TORQUE,EFFICIENCY AND SELF-LOCKING CONDITIONS5.5 BOLT TIGHTENING AND INITIAL TENSION5.6 PREVENTING UNINTENTIONAL UNSCREWING OF SCREW JOINTS5.7 SCREW AND THREAD ELEMENT DESIGN FOR STEADY LOADS5.8 DESIGN OF SCREW JOINTS SUBJECT TO LOADS IN THE PLANE OF THE JOINT5.9 DESIGN OF SCREW JOINTS SUBJECT TO THE OVERTURNING MOMENT5.10 BOLT TENSION WITH EXTERNAL JOINT-SEPARATING FORCE5.11 STRENGTH CLASSES AND MATERIALS OF THREADED PARTS5.12 DESIGN AND PROCESSING MEASURES THAT RAISE THE STRENGTH OF SCREWS SUBJECT TO VARIABLE LOAD5.13 POWER SCREWSProblemsNotesCHAPTER 6 DESIGN OF KEYS,SPLINES AND PINS6.1 KEY JOINTS6.1.1 Key Joints and Their Application6.1.2 Strength Calculation of Straight Key Joints6.2 SPLINE JOINTS6.2.1 Type and Application of Spline Joints6.2.2 Strength Calculation of Spline Joints6.3 PIN JOINTSProblemsNotesCHAPTER 7 DESIGN OF RIVETED,WELDED AND BONDED JOINTS7.1 RIVETED JOINTS7.1.1 Rivet Joints and Their Application7.1.2 Types of Rivets Joints7.1.3 Strength Calculation of Riveted Joints7.2 WELDED JOINTS7.2.1 Type of welding and Application7.2.2 Style of Welded Seam7.2.3 Strength Calculation of Weld7.2.4 Welding Materials and Allowable Stresses7.2.5 Main Factors Affecting Weld Strength and Measures Increasing Strength7.3 BONDED JOINTS7.3.1 Characteristic and Application of Bonded Joints7.3.2 Adhesives7.3.3 Joints of Bonded JointsProblemsNotesPART Ⅲ DESIGN OF POWER TRANSMISSION SYSTEMSCHAPER 8 TRANSMISSION OF BELTS8.1 PRINCIPAL GEOMETRIC RELATIONSHIPS IN BELT DRIVES8.2 APPLICATIONS AND WORK CHARACTERISTICS OF BELT DRIVES8.2.1 Applications of Belt Drives8.2.2 Forces and Stresses in Belts8.2.3 Creep and Speed Rate in Belt Drives8.2.4 Failure and Design Criteria of Belts8.3 V-BELT DRIVE DESIGN8.3.1 Specification for Standard Series V-Belts8.3.2 Transmitted Power of a Single V-Belt8.3.3 Design Procedure and Factor Choice for V-Belt Drives8.3.4 V-Belt Pulleys8.3.5 Tensioney of V-Belt DrivesProblemsNotesCHAPTER 9 TRANSMISSION OF CHAINS9.1 CHARACTERISTICS AND APPLICATION OF CHAIN DRIVES9.2 TYPES OF CHAIN DRIVES9.2.1 Roller Chains9.2.2 Silent Chains9.3 MOVING CHARACTERISTICS OF CHAIN DRIVES9.4 APPENDED DYNAMIC LOADS OF CHAIN DRIVES9.5 FORCE ANALYSIS OF CHAIN DRIVES9.6 DESIGN OF CHAIN DRIVES9.6.1 Failure Type and Load-Carry Capacity of Roller Chains9.6.2 Load-Carry Capacity of Roller Chains9.7 ROLLER CHAIN SPROCKETS9.8 LUBRICATION,ARRANGEMENT AND TENSIONING OF CHAIN DRIVES9.8.1 Lubrication of Chain Drives9.8.2 Arrangement of Chain Drives9.8.3 Tension of Chain DrivesProblemsNotesCHAPTER 10 DESIGN OF GEARS10.1 INTRODUCTION10.1.1 Advantages and Disadvantages of Gears10.1.2 Types of Gears10.2 GEAR FAILURES AND DESIGN CRITERIA10.2.1 Gear Failures10.2.2 Design Criteria10.3 GEAR MATERIALS10.3.1 Forged Steel10.3.2 Cast Steel10.3.3 Cast Iron10.3.4 Non-Metal10.4 DESIGN OF SPUR GEARS10.4.1 Forces on Spur Gear Teeth10.4.2 Calculated Load10.4.3 Contact Fatigue Strength of Sput Gear Teeth10.4.4 Bending Fatigue Strength of Spur Gear Teeth10.5 ALLOWABLE STRESSES AND DESIGN PARAMETERS10.5.1 Allowable stresses10.5.2 design Parameters10.5.3 Quality Classes of Gears10.5.4 Design Sample10.6 DESIGN OF HELICAL GEARS10.6.1 Forces on Helical Gear Teeth10.6.2 Contact Fatigue Strength of Helical Gear Teeth10.6.3 Bending Fatigue Strength of Helical Gear Teeth10.7 DESIGN OF STRAIGHT BEVEL GEARS10.7.1 Straight Bevel Gear Geometry10.7.2 Forces on Straight Bevel Gear Teeth10.7.3 Contact Fatigue Strength of Straight Bevel Gear Teeth10.7.4 Bending Fatigue Strength of Straight Bevel Gear Teeth10.8 GEAR BLANK DESIGN10.8.1 Gear Shafts10.8.2 Gears with Solid Hub10.8.3 Gears with Thinned Web10.8.4 Spoked Gears10.9 EFFICIENCY AND LUBRICATION IN GEAR SETS10.9.1 Efficiency of Gear Sets10.9.2 Lubrication of Gears10.9.3 Lubricants10.10 BRIEF INTRODUCTION TO OTHER TYPES OF GEARING10.10.1 Spiral Bevel Gears10.10.2 ZEROL Bevel Gears10.10.3 Hypoid GearsProblemsNotesCHAPTER 11 DESIGN OF WORM GEARING11.1 TYPES AND CHARACTERISTICS OF WORM GEARING11.1.1 Types of Worm Gearing11.1.2 Characteristics of Worm Gearing11.2 PRINCIPAL PARAMETERS AND GEOMETRICAL CALCULATIONS OF WORM GEARING11.2.1 Principal Parameters of Worm Gearing11.2.2 Geometrical Calculation of Worm Gearing11.3 CAUSES OF WORM GEAR FAILURE AND PRINCIPLE OF DESIGN11.3.1 Failure Type of Worm Gearing11.3.2 Design Principle of Worm Gearing11.3.3 Materials11.4 STRENGTH CALCULATIONS OF WORM GEARING11.4.1 Force Analysis11.4.2 Strength Calculation11.4.3 Stiffness Calculation of Worms11.5 EFFICIENCY,LUBRICATION AND THERMAL CAPACITY OF WORM GEARING11.5.1 Efficiency of Worm Gearing11.5.2 Lubrication of Worm Gearing11.5.3 Thermal Capacity of Worm GearingProblemsNotesPART Ⅳ DESIGN OF SHAFTS AND ASSOCIATED PARTSCHAPTER 12 SLIDING BEARINGS12.1 TYPES OF SLIDING BEARING12.2 BEARING MATERIALS12.3 CONSTRUCTIONS OF SLIDING BEARINGS12.3.1 Constructions of Radial Sliding Bearings13.3.2 Constructions of Thrus Sliding Bearings12.4 DESIGN OF BOUNDARY-LUBRICATED BEARINGS12.4.1 Design Conditions12.4.2 Design Procedure of Boundary-Lubricated Bearings12.5 DESIGN OF FULL-FILM HYDRODYNAMIC LUBRICATION BEARINGS12.5.1 Hydrodynamic Lubrication12.5.2 Formation of Hydrodynamic Lubrication in a Journal Bearings12.5.3 Design Considerations12.5.4 Choices of the Variables12.5.5 Design of the Example12.6 HYDROSTATIC BEARINGSProblemsNotesCHAPTER 13 ROLLING-CONTACT BEARINGS13.1 TYPES OF ROLLING-CONTACT BEARINGS AND THE REPRESENTING CODE13.1.1 Types of Rolling-Contact Bearings13.1.2 Numbers of Rolling-Contact Bearings (by Chinese Standard)13.2 FORCES AND FAILURES13.2.1 Loading Analysis13.2.2 Failure Types of Rolling-Contact Bearings13.3 SELECTION OF ROLLING-CONTACT BEARINGS13.3.1 Fatigue Life of Rolling-Contact Bearings13.3.2 Equivalent Load of Bearings13.4 MOUNTING OF BEARINGS13.5 PRACTICAL CONSIDERATIONS IN THE APPLICATION OF BEARINGS13.5.1 Lubrication13.5.2 Bearings' Preloading13.5.3 SealingProblemsNotesCHAPTER 14 COUPLINGS AND CLUTCHES14.1 TYPES AND STRUCTURAL PROPERTIES OF COUPLINGS14.2 RIGID COUPLINGS14.3 FLEXIBLE COUPLINGS14.3.1 Flexible Couplings without Elastic Elements14.3.2 Flexible Couplings with Elastic Elements14.4 SELECTION OF COUPLINGS14.5 TYPES OF CLUTCHES14.6 JAW CLUTCHES14.7 DISC CLUTCHES14.7.1 Single-Disc Clutch14.7.2 Multiple-Disc Clutch14.8 SELF-ACTING CLUTCHES14.8.1 Safety (Overload) Clutches14.8.2 Overrunning Clutches14.8.3 Centrifugal ClutchesProblemsNotesCHAPTER 15 SHAFTS15.1 TYPES AND MATERIALS OF SHAFTS15.1.1 The Types of Shafts15.1.2 The Materials of Shafts15.2 THE PROCEDURE OF SHAFT DESIGN15.3 CONSIDERATIONS FOR SHAFT GEOMETRY15.3.1 The Location of Elements of Shaft15.3.2 Shoulder Fillets15.3.3 The Ways of Improving Strength of the Shafts15.4 THE STRENGTH OF SHAFTS15.4.1 Designing Shaft only by Shear Stress15.4.2 Designing Shaft with Combined Bending and Torsional Stress15.4.3 Checking the Fatigue Strength of the Designed Shaft15.5 SHAFT DESIGN EXAMPLESProblemsNotesPART Ⅴ OTHER COMPONENTSCHAPTER 16 SPRINGS16.1 SPRING MATERIALS AND ALLOWABLE STRESSES16.2 MANUFACTURE OF HELICAL SPRINGS16.3 CONFIGURATIONS OF COMPRESSION AND EXTENSION HELICAL SPRINGS16.4 CHARACTERISTIC CURVES OF THE HELICAL SPRINGS16.5 STRESSES IN HELICAL SPRINGS AND DEFLECTION OF HELICAL SPRINGS16.6 BUCKLING OF COMPRESSION SPRINGS16.7 CHECKING STRENGTH FOR HELICAL SPRINGS16.8 DESIGNS OF COMPRESSION (EXTENSION) HELICAL SPRINGS16.9 DESIGN CALCULATIONS FOR HELICAL TORSION SPRINGSProblemsNotesCHAPTER 17 HOUSINGS AND FRAMES OF MACHINES17.1 TYPES,MATERIALS AND MANUFACTURING OF HOUSINGS AND FRAMES17.1.1 Types of Housings and Frames17.1.2 Selection of Materials and Manufacturing Methods17.2 THE DESIGN CRITERIA OF HOUSINGS AND FRAMES17.2.1 Rigidity17.2.2 Strength17.2.3 Fatigue17.2.4 Thermal Deformation17.3 THE STRUCTURAL DESIGN OF FRAME AND HOUSING-TYPE COMPONENTS17.3.1 Selection of Cross-Shapes and Sizes17.3.2 Design of Ribs17.3.3 Manufacturing Considerations of Housing-Type ComponentsNotesPART Ⅵ CASE STUDIES AND PROJECTSCHAPTER 18 REDUCER18.1 SPEED-REDUCER18.2 GEAR REDUCER18.3 BEVEL GEAR REDUCER18.4 WORM REDUCER18.5 PLANETARY GEAR REDUCER18.6 DESIGN OBJECTIVE OF GEAR REDUCER18.6.1 Increase the Power of the Unit Weight or the Power of the Unit Volume18.6.2 Various Constructions18.6.3 Safety and Reliability18.6.4 Environmental Protection18.6.5 Raising Machining Precision18.7 SELECTION OF GEAR REDUCERNotesCHAPTER 19 PROJECTS OF MACHINERY DESIGN19.1 TASKS OF DESIGN PROJECT19.2 CONTENTS OF DESIGN PROJECTS19.3 GENERAL PROCEDURES OF DESIGN19.4 DESIGN GUIDELINESNotesREFERENCES