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Holding Torque

10/04/2010 11:34 PM

Have a general question regarding holding torque and calculations for this. Generally speaking, which feature can achieve better holding torque, a knurl or a regular square key? Assume that typical sizing/dimensions are used, materials are the same and that knurl interference fit is typical. Is there a size range where the knurl functions better than a key or is one of these always a superior method?

Another question that I have is if you were to provide both features on a shaft (endmilled keyseat in knurled dia.) would the holding torques of each be additive or would the actual holding torque be something less than their total? Can this value be pre-determined (calculated) to some extent?

Example (inches):

.998 dia. x .75 long bore

1.000 dia. x .75 long knurl (64 dp)

.250 x .50 long square key

Appreciate any input

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#1

Re: Holding Torque

10/05/2010 1:42 PM

I do not know your application, more information would help. My initial inclination would be to use splines with a thermal fit.

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#2

Re: Holding Torque

10/05/2010 11:22 PM

There is some ambiguity in your use of the term "holding torque". If one assumes you are attempting to prevent the rotation of an attachment with respect to the shaft on which it is mounted, then the resistance to turning will be the resistance to shearing encountered at the interface plane between the attachment and the shaft. Resistance to shear is going to be a function of the cross-sectional area of whatever scheme you are evaluating.

Theoretically, it would be possible to provide the same shear area with a knurl as one would achieve with a square key, but, due to the way knurls are usually cut into the surface of the shaft, there is a good chance that it would be stronger in one direction than the other. Practically, it would be very difficult to insure that one had achieved sufficient shear area with a knurl to equal what ones achieves with typical square key design practices.

Case in point- I can often twist a knob off a knurled shaft by hand, and I am no superman (granted, we are usually talking a plastic knob on a metallic shaft in this sort of case). I have never been able to twist a keyed attachment off a shaft by hand. This does not necessarily mean that the keyed attachment is stronger- just that it has been designed to provide higher resistance to shear...

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#3

Re: Holding Torque

10/05/2010 11:25 PM

At 1 inch diameter you are just above the range of shaft size where press fits and square keys are both practical for steel members. So you should favor a square or woodruff key for average power transmission applications like electric motor drives. This typically does not require press fits but rather some other method such as set screws to retain the mating parts against axial movement allowed by the sliding fit that you need to align the hub and shaft keyways at assembly. In the worst cases of heavy shock loads additional mechanical components may be needed to restrain hub and shaft in their design positions.

Below 1/2" diameter press fits with or without knurls start to become more economically practical. Knurls tend to be less expensive to manufacture than close tolerance cylindrical fits; but they can create misalignments in highly precise mechanisms. Also some shaft materials can be difficult to knurl. A certain amount of testing may be necessary to come up with the best design for a knurl to insure reliability and manufacturability. Don't just put a knurl spec on the drawing and expect it to work perfectly the first time out. This can affect an engineering development schedule adversely, especially if you haven't done some preliminary testing before your first prototype assembly goes into a test cycle.

Do your calculations for your particular situation. See Machinery's Handbook section on "Fits". You can get deeper into the stress analysis of these fits by using Lame's Thick cylinder formulas (easy to set up on a spreadsheet). This subject usually gets covered in the better machine design tests for undergraduate mechanical engineers.

Be aware that tolerance control in machining for press fits is critical and becomes increasingly difficult at sizes below 3/16" dia. Also press fits, especially those that use heating to expand the hub, require careful assembly practice. Shallow tapers on both members for a short distance like .060" are well worth the extra material they require in most designs for press fits to facilitate reliable assembly. Also the presence of sharp edges at the entry point of the hub bore or a shaft shoulder can result in material being shaved off during a cold press with too much interference. This can result in either insufficient press fit pressure to resist torque or actual misalignment of the two parts.

Ed Weldon

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#4

Re: Holding Torque

10/08/2010 8:11 AM

My question was more general in nature and not tied to any specific assembly or size. By holding torque I did mean retention of an object on a shaft, such as a gear and shaft assembly.

I had wondered if a knurled shaft design was better than a keyed shaft design for any particular size group or if either design was always considered better.

Understand that it basically boils down to the amount of shear force but didn't know if shearing one larger surface area, such as a key, was more difficult than to shear multiple, shallower, smaller surface areas like a knurl.

Also wanted to learn if both features were implemented in a design what the total contribution would be. For example, if the knurl design calculated out to be capable of 500 lb-in retention and the key's capability was 650 lb-in retention would total retention then be 1150 lb-in or something less?

Wondered if this could be calculated as opposed to testing. Reason for this is that I am dealing with many different sizes.

Appreciate any comments.

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