Fundamentals of Machine Elements  book cover
3rd Edition

Fundamentals of Machine Elements

ISBN 9781439891322
Published November 4, 2013 by CRC Press
626 Pages 459 B/W Illustrations

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USD $190.00

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Book Description

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.

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 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