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Fully Threaded Rod Versus Threading Ends Only

05/28/2013 5:35 PM

OK, here is a challenge for Mechanical Engineers. I want to design a connecting rod for a reciprocating application. I have a concern for weight vs. strength vs. cost trade-offs.

I plan to use a medium alloy steel rod, approximately 27 in. long which will have high axial stress loads (tensile and compressive) and virtually no side loading or torque. Although buckling could become an issue, it will be contained within a surrounding PEEK plastic tube of 1-5/8" ID, and fatigue in the rod is the greatest concern due to high cyclic rate (3600 rpm) and inertial loading (several thousand G's at the peak). Diameter would be in the range of 1/4 inch to 1/2 inch. Exact diameter is yet to be determined.

My Design choices are to use:

1. Standard fully-threaded rod, rolled threads (e.g. All-Thread) of UNF thread-form with nominal thread diameter, D+ (being larger than the unthreaded rod diameter, D). The root diameter is just slightly larger than the unthreaded rod (by .001, so negligible). Off-The-Shelf (OTS) threaded rod is cheap and would only need to be cut to length and chamfer the end.

2. Specially-machined rod (High $$$$$$), beginning with D+ size unthreaded rod of same alloy, threading the ends (1-2 inches) to the same UNF thread-form as the fully threaded rod above, and turning the remainder between the ends to diameter D to save weight (lowering inertial loading).

Conventional wisdom says to used unthreaded rod (Design 2), because a continuous thread for the whole length creates stress risers, especially at the center where buckling and fatigue would be concentrated during the compressive half of the cycle.

On the other hand, the larger threaded rod could be thought of as a cylindrical core of diameter D unthreaded rod, wrapped with a helix of additional material, which, although adding some weight, could also add some strength. In either case the threads at each end would be virtually identical (assuming we could roll-thread the ends and not die-cut them). Remember, in Design 2 the center portion between the ends would be turned down to the smaller diameter D (about the same as the thread root diameter), not the larger D+ nominal diameter we started with.

Which design would be a better choice and why? I do not really know the correct answer. I lean towards the alternative theory ("on the other hand...) and Design 1, while my boss favors the conventional wisdom and Design 2. Am I right, or is he right? (Yes, I know, THE BOSS is always right!!)

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#1

Re: Fully Threaded Rod Versus Threading Ends Only

05/28/2013 7:20 PM

Thread the ends only. The cross-sectional moment of inertia and the radius of gyration will take too big of a hit when root diameter is compared with full diameter.

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#16
In reply to #1

Re: Fully Threaded Rod Versus Threading Ends Only

05/29/2013 10:09 AM

Yes, I know the root diameter is smaller than the full diameter of the threads. That was stated in the problem. But the comparison is with threaded ends AND the remainder of the rod approximately the same as the root diameter, NOT the full diameter, versus continously threaded rod.

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#28
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Re: Fully Threaded Rod Versus Threading Ends Only

05/30/2013 6:00 AM

A simple analogy: airplane flying wires (seen on biplanes, most typically) have long slender aspect ratios, and cannot handle any compression loads. The never see the sort of accelerations described here, and will see far fewer cycles.

But they ARE life-critical, so there is great incentive to get it right. Only the ends are threaded, and it's done by rolling.

Spokes on bicycle & motorcycle wheels carry tensile-only loading, and the hub end is turned at 90 degrees, eliminating any chance of taking a bending load. They, too, are only threaded at the end. If all-thread were cheaper, would that happen?

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#2

Re: Fully Threaded Rod Versus Threading Ends Only

05/28/2013 8:05 PM

Roll threads on the ends, only.

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#15
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Re: Fully Threaded Rod Versus Threading Ends Only

05/29/2013 10:05 AM

"Roll Threads on end only" does not explain anything. I asked which is better and WHY?

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#18
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Re: Fully Threaded Rod Versus Threading Ends Only

05/29/2013 10:26 AM

<UNSUBSCRIBE>

You get what you pay for.

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#3

Re: Fully Threaded Rod Versus Threading Ends Only

05/28/2013 8:19 PM

Is there any requirement that the link be made of solid round rod? Or is this the simple cheep design solution? Can tubular material be used, either round or square, and weld threaded end couplings (or can this be re-thought also)? You indicated you want to keep the stiffness of this slender column at max, but reduce inertia. Machining the rod to smaller diameter then the threaded ends clearly is not driving a low cost solution.

We don't know what your application is, or volume of production. But to me a round tube with inside diameter the same as threaded studs, and welding would be a easy FAB solution. Does it need to be threaded?

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#11
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Re: Fully Threaded Rod Versus Threading Ends Only

05/29/2013 9:29 AM

Sorry, I did not ask for an alternative solution. I asked which of the two approaches described would yield better results. And your point about machining the rod is exactly the point I tried to make with my boss.

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#4

Re: Fully Threaded Rod Versus Threading Ends Only

05/28/2013 8:52 PM

Let's make it really expensive and flute the un-threaded portion. Just a thought.

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#12
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Re: Fully Threaded Rod Versus Threading Ends Only

05/29/2013 9:31 AM

Not helpful.

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#5

Re: Fully Threaded Rod Versus Threading Ends Only

05/28/2013 8:58 PM

Agree with Lyn. Rolled threads allow using stock smaller than cut threads require. Consider using a grade of steel that has the best properties for fatigue.

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#13
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Re: Fully Threaded Rod Versus Threading Ends Only

05/29/2013 9:33 AM

I already stated we would use rolled threads and this issue of which grade of steel to use is not germaine to the comparison of the two design approaches.

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#6

Re: Fully Threaded Rod Versus Threading Ends Only

05/28/2013 10:37 PM

"I plan to use a medium alloy steel rod, approximately 27 in. long which will have high axial stress loads (tensile and compressive) and virtually no side loading or torque. Although buckling could become an issue, it will be contained within a surrounding PEEK plastic tube of 1-5/8" ID, and fatigue in the rod is the greatest concern due to high cyclic rate (3600 rpm) and inertial loading (several thousand G's at the peak). Diameter would be in the range of 1/4 inch to 1/2 inch. Exact diameter is yet to be determined."

Fatal flaw here. At 3600 SPM a 27 inch rod 1/2" in dia will never work.

Just look at any engine or air compressor that runs at that RPM range as see how stout the rods are Vs their length and they are usually high strength alloy steel or aluminum.

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#10
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Re: Fully Threaded Rod Versus Threading Ends Only

05/29/2013 9:26 AM

You did not read the entire post carefully. This is not an automotive piston connecting rod. Those are subject to non-axial loading due to high rotational/non-axial inertia as one end is connected to the offset pin on the rotating crankshaft, which dictates their beefier construction. I did not ask will it work or not work, just which approach would have better fatigue strength, given only axial loading.

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#19
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Re: Fully Threaded Rod Versus Threading Ends Only

05/29/2013 11:13 AM

Actually I read your post in detail.

The problem is at 3600 SPM with high G forces any rod that long and thin is going to develope loads of harmonic vibrations/oscillations of which most of them will be causing side deflections while the rod is under its peak compressional loading moments.

Going by rough estimates your 27" steel road will weigh around 1.5 pounds.

given a 3000 G load that rod will be experiencing alternating end to end compressional and tensional loading forces of some 4500+ pounds just from its own mass. My reference sources suggest that loading is way beyond the capacity of any steel rod that diameter and length.

Add in harmonic vibrations and whatnot encountered at 3600 SPM and that rod will start to deform and deflect in seconds.

The point is there is a reason all reciprocating rods or the like are designed to be short and thick especially as the SPM rates go up. Harmonic vibrations can easily turn the hardest most resilient steel into the equivalent of rubber given the right loading and frequency events.

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#7

Re: Fully Threaded Rod Versus Threading Ends Only

05/28/2013 11:29 PM

I'm with tcmtech on this one. accelerating the rod alone induces a stress of 12ksi at the middle of a 24" piece and twice that at the end where the force is applied. I don't know how much mass it has to push in addition to its own weight. The kl/r ratio would be a problem with a small diameter rod.

Better from a slenderness ratio perspective, would be a larger diameter rod, perhaps turned down if necessary and rolled at the ends

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#17
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Re: Fully Threaded Rod Versus Threading Ends Only

05/29/2013 10:15 AM

Regardless of "how much mass it has to push besides its own weight" (which is moot since both alternatives must do the same job), given axial loading only, why would the stress at the ends be twice that in the middle?

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#21
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Re: Fully Threaded Rod Versus Threading Ends Only

05/29/2013 12:48 PM

Radius of gyration of 1/4 inch rod is 0.125"/√2=0.088"

Assuming that the ends are not rigidly held in direction, k=1.0 and for 27" long:

kL/rpolar = 27/.o88 = 305, it's gonna bend like a yardstick! AISC allows only up to 200 for struts

For a 1/2" rod it is half that, 153. AISC allows about 6.5ksi for 36 ksi yield steel for that ratio.

With a kL/r below about 125, the problem is inelastic buckling.

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#8

Re: Fully Threaded Rod Versus Threading Ends Only

05/28/2013 11:47 PM

Gut thoughts:

1. A 27 in. long x 1/4 - 1/2" diameter rod with 'high axial' compressive loads is a column and appropriate design will have to be considered. The 1-5/8" ID tube adds no lateral support until buckling is well along.

2. Leaving threads on the center portion of the rod, besides the stress concentration factor, adds considerable weight (which must be accelerated at 'several thousand G's', causing additional axial load) while adding negligible strength.

3. Unless this machine is a cross-head design, the connecting rod will see considerable bending loads from the lateral motion at the crank end vs momentum of the rod.

4. Agreeing with tcmtech, a tubular rod will give a higher strength (bending and columnar) to weight ratio than a solid rod.

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#14
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Re: Fully Threaded Rod Versus Threading Ends Only

05/29/2013 9:44 AM

1. Correct. I was thinking of adding lightweight support discs at intervals along the rod.

2. UNF thread form provides much shallower threads than UNC. I do not believe the added strength is negligible, but rather a trade-off for the small added weight.

3. Again, not a piston connecting rod, so no crank, no lateral motion. Axial motion only.

4. Again, not asking for alternative (tubular) solution, just a comparison of the two approaches presented.

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#9

Re: Fully Threaded Rod Versus Threading Ends Only

05/29/2013 12:07 AM

The rod is much too slender, even if you can be sure the motion is purely straight line reciprocation. The largest diameter tube you can fit in the space would be better.

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#20

Re: Fully Threaded Rod Versus Threading Ends Only

05/29/2013 12:22 PM

The problem is a bit more complex than it seems to be at first look.

1- If the load is not perfectly centered the beam will be subject to a bending moment which will not compromise its stability if the buckling has been considered with enough safety reserve but will increase the stress at thread root and lead to a higher risk to have a fatigue breakdown.

2- In general when fatigue is the determinant factor as it appears to be in tour case a rolled thread is to be preferred due to compressive residual stress in root region the loading cycles asymmetry is increased and thus the life expectancy.

3- In such designs in order to reduce the risk which is proportional to the thread length the region between the threaded ends is turned to a diameter slightly smaller than the root thread diameter and its surface is finished a quite low roughness.

4- The maximal stress occurs at the first engaged thread and can be up to 3..3.5 x bigger than average stress on the equivalent stress thread area (deq=0.5*(di+d2)).

5- You should consider what happens at this thread level: if the "nut" is not tightened at the right level to introduce a preload > maximal axial pull force the loading is with an asymmetry factor of 0 and fatigue limits are low.

Now you have the information "WHY" and "WHAT" could happen the choice is yours but at 3600 RPM (60 Hz) you reach quite fast the 10^7 cycles so that FATIGUE should be the 1st criterion for choice of solution. At such frequency the crack progresses at high speed.

6- The PEEK tube has NO effect in case of a buckling since its Young modulus is simply too low to stop a beam buckling if it occurs. depending on the ends fixation beam slenderness which is the most important parameter for buckling can be such that your beam is in the elastic (Euler) buckling range and the safety coefficients should be over 5..7.

I think that as you describe the situation cost is a totally secondary item to be considered.

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#22

Re: Fully Threaded Rod Versus Threading Ends Only

05/29/2013 2:19 PM

Try saying this a few times in rapid succession:

One smart fella, he felt smart.

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#23

Re: Fully Threaded Rod Versus Threading Ends Only

05/29/2013 3:44 PM

Thank you to all who posted helpful comments. Actually, the slender rod inside a hollow tube is my boss's idea. The original design was to be a 2" OD Tube made of Al/Ceramic composite material, but cost was quite high and my boss decided it could be made of PEEK/graphite fiber material, but that was not quite strong enough. The 2" OD shaft is guided by rollers (in the testing area) and by a hydrostatic linear bearing where it comes out of the crankshaft box.

I agree that the design as-is is probably not workable, but was looking for some resolution only of the two choices my boss and I differed on. I agree we need to beef up the rod, but added weight would be very problematic. I am now looking at an alloy steel tube, .625" OD and .450" ID with 1/2-13 UNC studs welded into the ends. This gives only a small increase in weight over the solid rod design. Even that may not be enough, but it is a start.

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#24

Re: Fully Threaded Rod Versus Threading Ends Only

05/29/2013 10:50 PM

"Failure is not usually an option... But it is often a design criteria!"

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#25

Re: Fully Threaded Rod Versus Threading Ends Only

05/30/2013 1:08 AM

In your thread options, how about rolled threads vs machined cut threads, and then there are thread profiles to consider and the nut types, with or without nylon inserts, split pins etc etc.

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#26

Re: Fully Threaded Rod Versus Threading Ends Only

05/30/2013 3:23 AM

I know this is most likely not even worth posting but... Other that the threaded ends it sounds like valve push rods used in an engine. Just a different direction in thinking was all.

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#27

Re: Fully Threaded Rod Versus Threading Ends Only

05/30/2013 5:06 AM

First, one has to design the rod for the worst stress condition, which appears to buckling (the containment tube is irrelevant here, it is the first, microscopic crippling effect which initiates an unstable failure). This will dictate the diameter subject to a design check for fatigue, which may be material dependant.

Because of the need to have an adequate moment of inertia, the diameter is likely to be greater that is needed at the threaded ends, so fully threaded rod would have to be larger. It is likely that the ends could be reduced but rolled threads exceed the effective diameter of the rod.

There's nothing wrong with pushing on a screwed rod but its stability becomes the design criterion.

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#29

Re: Fully Threaded Rod Versus Threading Ends Only

05/30/2013 7:33 AM

Threading is a mental fixation and a stress concentrator, not a valid design criteria. Connecting rods evolved into the present form for good reason(s). That is a starting point.

If it is true, that there is really no sideways movement, intended or not (and that is a big IF), a thick metal sleeve with a forced lubrication may contain the incipient buckling of the rod or tube. Metal to metal rubbing cannot be allowed.

Congratulation. You replaced a traditional connecting rod with a fiendishly difficult lubrication / cooling scheme. Good for test equipment, that's all.

Forget welding. Low grade, much variability.

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#30

Re: Fully Threaded Rod Versus Threading Ends Only

05/30/2013 8:09 AM

Since you have already stated that various materials have been considered for this task, have not provided details of the loading on the rod, and stated that buckling and fatigue are concerns, I suggest you investigate other materials for the rod such as titanium (perhaps 6Al4V). Its lower density (compared to steel) will substantially reduce inertial stress thus substantially increasing its fatigue life. After all, titanium is what we use for long life connecting rods.

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#31

Re: Fully Threaded Rod Versus Threading Ends Only

05/30/2013 11:01 AM

Both designs will work, It all depends on how much money you want to spend and how often you want to replace the rod.

"Conventional wisdom". Define both of those terms and you will see the answer clearly.

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#32

Re: Fully Threaded Rod Versus Threading Ends Only

05/30/2013 12:23 PM

We need to know the compressive load to calculate the Moment of Area needed to avoid crippling,

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