Fundamentals of Machine Elements : SI Version book cover
3rd Edition

Fundamentals of Machine Elements
SI Version

ISBN 9781482247480
Published July 18, 2014 by CRC Press
632 Pages 466 B/W Illustrations

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Book Description

New and Improved SI Edition—Uses SI Units Exclusively in the Text

Adapting to the changing nature of the engineering profession, this third edition of Fundamentals of Machine Elements aggressively delves into the fundamentals and design of machine elements with an SI version. This latest edition includes a plethora of pedagogy, providing a greater understanding of theory and design.

Significantly Enhanced and Fully Illustrated

The material has been organized to aid students of all levels in design synthesis and analysis approaches, to provide guidance through design procedures for synthesis issues, and to expose readers to a wide variety of machine elements. Each chapter contains a quote and photograph related to the chapter as well as case studies, examples, design procedures, an abstract, list of symbols and subscripts, recommended readings, a summary of equations, and end-of-chapter problems.

What’s New in the Third Edition:

  • Covers life cycle engineering
  • Provides a description of the hardness and common hardness tests
  • Offers an inclusion of flat groove stress concentration factors
  • Adds the staircase method for determining endurance limits and includes Haigh diagrams to show the effects of mean stress
  • Discusses typical surface finishes in machine elements and manufacturing processes used to produce them
  • Presents a new treatment of spline, pin, and retaining ring design, and a new section on the design of shaft couplings
  • Reflects the latest International Standards Organization standards
  • Simplifies the geometry factors for bevel gears
  • Includes a design synthesis approach for worm gears
  • Expands the discussion of fasteners and welds
  • Discusses the importance of the heat affected zone for weld quality
  • Describes the classes of welds and their analysis methods
  • Considers gas springs and wave springs
  • Contains the latest standards and manufacturer’s recommendations on belt design, chains, and wire ropes

The text also expands the appendices to include a wide variety of material properties, geometry factors for fracture analysis, and new summaries of beam deflection.

Table of Contents

Part I — Fundamentals


What is Design?

Design of Mechanical Systems

Design as a Multidisciplinary Endeavor

Design of Machine Elements

Computers in Design

Catalogs and Vendors


Unit Checks

Significant Figures


Load, Stress, and Strain


Critical Section

Load Classification and Sign Convention

Support Reactions

Static Equilibrium

Free-Body Diagram

Supported Beams

Shear and Moment Diagrams


Stress Element

Stress Tensor

Plane Stress

Mohr’s Circle

Three-Dimensional Stresses

Octahedral Stresses


Strain Tensor

Plane Strain


Introduction to Materials and Manufacturing


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


Stresses and Strains


Properties of Beam Cross Sections

Normal Stress and Strain


Bending Stress and Strain

Transverse Shear Stress and Strain




Moment-Curvature Relation

Singularity Functions

Method of Superposition

Strain Energy

Castigliano’s Theorem


Failure Prediction for Static Loading


Stress Concentration

Fracture Mechanics

Modes of Crack Growth

Fracture Toughness

Failure Prediction for Uniaxial Stress State

Failure Prediction for Multiaxial Stress State


Fatigue and Impact



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


Lubrication, Friction, and Wear


Surface Parameters

Conformal and Nonconformal Surfaces

Hertzian Contact

Bearing Materials

Lubricant Rheology

Regimes of Lubrication




Part II — Machine Elements



Equilibrium Regimes

Concentrically Loaded Columns

End Conditions

Euler’s Buckling Criterion

Johnson’s Buckling Criterion

AISC Criteria

Eccentrically Loaded Columns


Stresses and Deformations in Cylinders


Tolerances and Fits

Pressurization Effects

Rotational Effects

Press Fits

Shrink Fits


Shafting and Associated Parts


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




Hydrodynamic and Hydrostatic Bearings


The Reynolds Equation

Thrust Slider Bearings

Journal Slider Bearings

Squeeze Film Bearings

Hydrostatic Bearings


Rolling-Element Bearings


Historical Overview

Bearing Types and Selection




Static Load Distribution

Elastohydrodynamic Lubrication

Fatigue Life

Variable Loading


General Gear Theory; Spur Gears


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


Helical, Bevel, and Worm Gears


Helical Gears

Bevel Gears

Worm Gears


Fasteners, Connections, and Power Screws


Thread Terminology, Classification, and Designation

Power Screws

Threaded Fasteners

Riveted Fasteners

Welded, Brazed, and Soldered Joints

Adhesive Bonding

Integrated Snap Fasteners




Spring Materials

Helical Compression Springs

Helical Extension Springs

Helical Torsion Springs

Leaf Springs

Gas Springs

Belleville Springs

Wave Springs


Brakes and Clutches


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


Flexible Machine Elements


Flat Belts

Synchronous Belts


Wire Ropes

Rolling Chains




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Steven R. Schmid received his B.S. in mechanical engineering from the Illinois Institute of Technology in 1986. He earned his master’s degree from Northwestern University in 1989 and his Ph.D. in 1993, both in mechanical engineering. In 1993 he joined the faculty at the University of Notre Dame, where he is a professor of aerospace and mechanical engineering, teaching and conducting research in design and manufacturing. Dr. Schmid holds professional engineering (P.E.) and certified manufacturing engineer (C.Mfg.E.) licenses. He was awarded the ASME Foundation Swanson Fellowship in 2012, and is a Fellow of the American Society of Mechanical Engineers.

Bernard J. Hamrock joined the staff of Ohio State University as a professor of mechanical engineering in 1985 and is now professor emeritus. Before joining Ohio State University 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 research has resulted in a book, three separate chapters for handbooks, and over 150 archival publications. He has received several awards including 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 University of Technology 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 at Luleå University of Technology from 1992 to 1997. In 1997 he was appointed professor of machine elements at Lund University, Sweden. He has published four compendia used at Swedish universities, and has contributed more than 100 archival publications. His awards include the Tribology Gold Medal received in 1997.