Mechanical Design of Machine Components : SI Version book cover
2nd Edition

Mechanical Design of Machine Components
SI Version

ISBN 9781315369679
Published September 3, 2018 by Taylor & Francis
989 Pages 719 B/W Illustrations

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Book Description

Analyze and Solve Real-World Machine Design Problems Using SI Units

Mechanical Design of Machine Components, Second Edition: SI Version strikes a balance between method and theory, and fills a void in the world of design. Relevant to mechanical and related engineering curricula, the book is useful in college classes, and also serves as a reference for practicing engineers. This book combines the needed engineering mechanics concepts, analysis of various machine elements, design procedures, and the application of numerical and computational tools. It demonstrates the means by which loads are resisted in mechanical components, solves all examples and problems within the book using SI units, and helps readers gain valuable insight into the mechanics and design methods of machine components.

The author presents structured, worked examples and problem sets that showcase analysis and design techniques, includes case studies that present different aspects of the same design or analysis problem, and links together a variety of topics in successive chapters. SI units are used exclusively in examples and problems, while some selected tables also show U.S. customary (USCS) units. This book also presumes knowledge of the mechanics of materials and material properties.

New in the Second Edition:

  • Presents a study of two entire real-life machines
  • Includes Finite Element Analysis coverage supported by examples and case studies
  • Provides MATLAB solutions of many problem samples and case studies included on the book’s website
  • Offers access to additional information on selected topics that includes website addresses and open-ended web-based problems

Class-tested and divided into three sections, this comprehensive book first focuses on the fundamentals and covers the basics of loading, stress, strain, materials, deflection, stiffness, and stability. This includes basic concepts in design and analysis, as well as definitions related to properties of engineering materials. Also discussed are detailed equilibrium and energy methods of analysis for determining stresses and deformations in variously loaded members. The second section deals with fracture mechanics, failure criteria, fatigue phenomena, and surface damage of components. The final section is dedicated to machine component design, briefly covering entire machines. The fundamentals are applied to specific elements such as shafts, bearings, gears, belts, chains, clutches, brakes, and springs.

Table of Contents


Scope of the Book
Mechanical Engineering Design
Design Process
Design Analysis
Problem Formulation and Computation
Factor of Safety and Design Codes
Units and Conversion
Loading Classes and Equilibrium
Free-Body Diagrams and Load Analysis
Case Studies in Engineering
Work, Energy, and Power
Stress Components
Normal and Shear Strains


Material Property Definitions
Static Strength
Hooke’s Law and Modulus of Elasticity
Generalized Hooke’s Law
Volume Change
Thermal Stress–Strain Relations
Temperature and Stress–Strain Properties
Moduli of Resilience and Toughness
Dynamic and Thermal Effects
Processes to Improve Hardness and the Strength of Metals
General Properties of Metals
General Properties of Nonmetals
Selecting Materials

Stress and Strain

Stresses in Axially Loaded Members
Direct Shear Stress and Bearing Stress
Thin-Walled Pressure Vessels
Stress in Members in Torsion
Shear and Moment in Beams
Stresses in Beams
Design of Beams
Plane Stress
Combined Stresses
Plane Strain
Measurement of Strain; Strain Rosette
Stress-Concentration Factors
Importance of Stress-Concentration Factors in Design
Three-Dimensional Stress
Equations of Equilibrium for Stress
Strain–Displacement Relations: Exact Solutions

Deflection and Impact

Deflection of Axially Loaded Members
Angle of Twist of Shafts
Deflection of Beams by Integration
Beam Deflections by Superposition
Beam Deflection by the Moment-Area Method
Impact Loading
Longitudinal and Bending Impact
Torsional Impact
Bending of Thin Plates
Deflection of Plates by Integration

Energy Methods and Stability

Strain Energy in Common Members
Work–Energy Method
Castigliano’s Theorem
Statically Indeterminate Problems
Virtual Work Principle
Use of Trigonometric Series in Energy Methods
Buckling of Columns
Critical Stress in a Column
Initially Curved Columns
Eccentric Loads and the Secant Formula
Design Formulas for Columns
Energy Methods Applied to Buckling
Buckling of Rectangular Plates


Static Failure Criteria and Reliability

Introduction to Fracture Mechanics
Stress–Intensity Factors
Fracture Toughness
Yield and Fracture Criteria
Maximum Shear Stress Theory
Maximum Distortion Energy Theory
Octahedral Shear Stress Theory
Comparison of the Yielding Theories
Maximum Principal Stress Theory
Mohr’s Theory
Coulomb–Mohr Theory
Normal Distributions
Reliability Method and Margin of Safety

Fatigue Failure Criteria

Nature of Fatigue Failures
Fatigue Tests
S–N Diagrams
Estimating the Endurance Limit and Fatigue Strength
Modified Endurance Limit
Endurance Limit Reduction Factors
Fluctuating Stresses
Theories of Fatigue Failure
Comparison of the Fatigue Criteria
Design for Simple Fluctuating Loads
Design for Combined Fluctuating Loads
Prediction of Cumulative Fatigue Damage
Fracture Mechanics Approach to Fatigue

Surface Failure

Wear Equation
Contact-Stress Distributions
Spherical and Cylindrical Surfaces in Contact
Maximum Stress in General Contact
Surface-Fatigue Failure
Prevention of Surface Damage


Shafts and Associated Parts

Materials Used for Shafting
Design of Shafts in Steady Torsion
Combined Static Loadings on Shafts
Design of Shafts for Fluctuating and Shock Loads
Interference Fits
Critical Speed of Shafts
Mounting Parts
Stresses in Keys
Universal Joints

Bearings and Lubrication

Types of Journal Bearings
Forms of Lubrication
Lubricant Viscosity
Petroff’s Bearing Equation
Hydrodynamic Lubrication Theory
Design of Journal Bearings
Lubricant Supply to Journal Bearings
Heat Balance of Journal Bearings
Materials for Journal Bearings
Types and Dimensions of Rolling Bearings
Rolling Bearing Life
Equivalent Radial Load
Selection of Rolling Bearings
Materials and Lubricants of Rolling Bearings
Mounting and Closure of Rolling Bearings

Spur Gears

Geometry and Nomenclature
Gear Tooth Action and Systems of Gearing
Contact Ratio and Interference
Gear Trains
Transmitted Load
Bending Strength of a Gear Tooth: The Lewis Formula
Design for the Bending Strength of a Gear Tooth: The AGMA Method
Wear Strength of a Gear Tooth: The Buckingham Formula
Design for the Wear Strength of a Gear Tooth: The AGMA Method
Materials for Gears
Gear Manufacturing

Helical, Bevel, and Worm Gears

Helical Gears
Helical Gear Geometry
Helical Gear Tooth Loads
Helical Gear Tooth Bending and Wear Strengths
Bevel Gears
Tooth Loads of Straight Bevel Gears
Bevel Gear Tooth Bending and Wear Strengths
Worm Gearsets
Worm Gear Bending and Wear Strengths
Thermal Capacity of Worm Gearsets

Belts, Chains, Clutches, and Brakes

Belt Drives
Belt Tension Relationships
Design of V-Belt Drives
Chain Drives
Common Chain Types
Materials for Brakes and Clutches
Internal Expanding Drum Clutches and Brakes
Disk Clutches and Brakes
Cone Clutches and Brakes
Band Brakes
Short-Shoe Drum Brakes
Long-Shoe Drum Brakes
Energy Absorption and Cooling

Mechanical Springs

Torsion Bars
Helical Tension and Compression Springs
Spring Materials
Helical Compression Springs
Buckling of Helical Compression Springs
Fatigue of Springs
Design of Helical Compression Springs for Fatigue Loading
Helical Extension Springs
Torsion Springs
Leaf Springs
Miscellaneous Springs

Power Screws, Fasteners, and Connections

Standard Thread Forms
Mechanics of Power Screws
Overhauling and Efficiency of Power Screws
Ball Screws
Threaded Fastener Types
Stresses in Screws
Bolt Tightening and Preload
Tension Joints under Static Loading
Gasketed Joints
Determining the Joint Stiffness Constants
Tension Joints under Dynamic Loading
Riveted and Bolted Joints Loaded in Shear
Shear of Rivets or Bolts due to Eccentric Loading
Welded Joints Subjected to Eccentric Loading
Brazing and Soldering
Adhesive Bonding

Miscellaneous Machine Components

Basic Relations
Thick-Walled Cylinders under Pressure
Compound Cylinders: Press or Shrink Fits
Disk Flywheels
Thermal Stresses in Cylinders
Exact Stresses in Curved Beams
Curved Beam Formula
Circular Plates
Thin Shells of Revolution
Special Cases of Shells of Revolution
Pressure Vessels and Piping
Filament-Wound Pressure Vessels
Buckling of Cylindrical and Spherical Shells

Finite Element Analysis in Design

Bar Element
Formulation of the Finite Element Method
Beam Element
Two-Dimensional Elements
Triangular Element
Plane Stress Case Studies

Case Studies in Machine Design

Floor Crane with Electric Winch
High-Speed Cutter
Answers to Selected Problems

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Ansel C. Ugural has been a visiting and research professor of mechanical engineering at the New Jersey Institute of Technology. He was a National Science Foundation fellow and has taught at the University of Wisconsin. Dr. Ugural held positions at Fairleigh Dickinson University and earned his MS in mechanical engineering and PhD in engineering mechanics from the University of Wisconsin–Madison. Professor Ugural is the author of several books, including Mechanical Design of Machine Components (CRC Press, 2nd ed., 2015); and Stresses in Beams, Plates, and Shells (CRC Press, 3rd ed., 2010). In addition, he has published numerous journal articles.


"This is a well-written and organized book. It is suitable for use in the classroom; and, should prove to be a valuable aid to a design/analytical engineer."
—Richard E. Dippery, Kettering University, Flint, Michigan, USA

"A valuable textbook for students who are interested in applying basic mechanics of materials knowledge to real-world problems. … quite comprehensive."
—Yong Zhu, North Carolina State University, Raleigh, USA