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Analysis and Design of Machine Elements
                   268
                         If a shaft is subjected to normal stress only, the safety factor is calculated by
                                        −1
                             S =             ≥ [S]                                        (10.8)
                                
                                 K    +      
                                      a     m
                         And if a shaft is subjected to shear stress only, the safety factor is
                                        −1
                             S =            ≥ [S]                                         (10.9)
                                
                                 K    +      
                                      a     m
                         The allowable safety factor [S] is selected between 1.3 and 2.5, depending on the prop-
                       erties of material and application. The variables in Eqs. (10.8) and (10.9) have been
                       introduced in Chapter 2.
                       10.3.1.4  Static Strength Analysis
                       When ashaft is subjectedtoanoverloadimpact, theloadpeakvalue is used to calculate
                       static strength to avoid excessive plastic deformation by [7]
                                     S S
                                      S   S  
                             S               ≥ [S ]                                      (10.10)
                              Sca  = √          S
                                     S 2  + S 2
                                      S    S  
                       where
                       S Sca  –calculated static safety factor.
                       [S ] –allowable static safety factor. The allowable static safety factor is selected
                         S
                            between 1.2 and 2.2 corresponding to the variation of    /   from 0.45 to 0.9.
                                                                          s  b
                       S S    –static safety factor when a shaft is subjected to bending and axial stresses only.
                                      s
                             S S    =                                                    (10.11)
                                     max
                       S S    –static safety factor when a shaft is subjected to torsional stress only.

                                      s
                             S =                                                         (10.12)
                              s  
                                     max
                       where
                          ,      –yield strength in tension and shear, respectively, MPa, usually
                         s  s
                                    = (0.55–0.62)   ;
                                  s            s
                           max ,    max  –maximum bending and shear stresses at critical section, MPa;

                       10.3.2  Rigidity Analysis
                       Deflection and rigidity analysis usually follows strength analysis after the geometry
                       of the shaft has been determined. Shaft deflection, both linear and angular, should
                       be checked at locations where mating elements like gears and bearings are mounted,
                       especially for slender shafts.

                       10.3.2.1  Bending Deflections and Slopes
                       The calculations of deflections and slopes for a stepped shaft are more complicated
                       since both moment and cross-sectional moment of inertia change along the shaft. A
                       stepped shaft can be treated as a uniform diameter shaft with an equivalent diam-
                       eter of d , and then use the formula in Mechanics of Materials [5] to calculate the
                               v
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