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PREFACE:
This bookAnalysis and Design of Machine Elementshas been written for courses on mechanical design, a compulsory course for students majoring in mechanical engineering.
Since safety has become an increasing concern nowadays, the book presents the subject in an up-to-date manner with a strong emphasis on failure analysis and prevention-based machine element design. It aims to provide students with basic concepts, principles and philosophy in analysing, selecting and designing safe, efficient and workable machine elements, and to expose them to the detailed design methods, skills and tools necessary to convert concepts into practical devices.
The aim is achieved by introducing design methodology and fundamentals including strength analysis, failure theory, as well as material selection and heat treatments in Part I, followed by 12 self-contained chapters on the application of fundamentals to the design of specific machine elements in Part II, covering threaded fasteners and joints, keys, splines, belts, chains, gears, worm gearings, shafts, contact rolling bearings and sliding bearings, couplings and clutches, springs and so on.
For clarity and pedagogy, each of the self-contained chapters is organized in an almost consistent style, that is: The Introduction provides a brief description of applications, characteristics and structures of the specific machine elements.
Working Condition Analysis includes kinematic, dynamic, force, stress and failure analyses of machine elements considered in each chapter, stressing physical interpretation of mathematical derivations and promoting understanding of the working mechanism of the discussed elements.
Load Carrying Capacities discusses capacity analyses within the limitation of design criteria determined by failure modes for the element under consideration. Design Methods introduces step-by-step design procedures for practical design of machine elements, including guidelines on materials and heat treatment selection, design variable selection and determination and so on.
Design variables are determined by analytical calculation according to the design criteria, combined with compatibility considerations with surrounding elements by structural design.
When standard components are commercially available, steps necessary for their specification and selection are provided.
The design methods and procedures are demonstrated by design cases in each chapter. TheProblemssection provides students with different kinds of exercises, including review questions, objective questions, calculation questions, structural design problems, practice design problems and computer-aided design problems.
These problems are designed to help students reinforce what they have learnt from different aspects, and to increase their analytical and design capabilities. Computer-aided design problems are provided in particular to encourage students to use computers in design. A solutions manual is available that contains answers to some of the problems.
Such organization emphasizes the importance of safety in machine element design, helps students who may have had little exposure to machines, structures or industrial practice to build a clear structure of the course and to link analysis with design.
Design requires extensive use of knowledge in mechanical engineering science, such as mechanical drawing, materials properties, statics and dynamics, mechanics of materials, synthesis and analysis of mechanisms and machines, manufacturing processes, geometric dimensioning and tolerancing, fluid mechanics, computer-aided design and so on.
Fundamentals necessary for the entire book are introduced in Part I, others required for specific machine elements are embedded in relevant chapters. For example, tribology and fluid mechanics are introduced in the chapter on sliding bearings.
Such an arrangement helps students effectively bridge the gap between basic scientific knowledge and design activity, assist their better understanding of complex working mechanism of machine elements and ultimately promote their engineering and innovation capability in mechanical design.
This book provides general methodology and fundamentals for the analysis and design of common machine elements, with an aim to help students gain competence in applying these methods and procedures to machine element design.
When designing machine elements for important applications, designers should check all important data from standards, design handbooks or industrial manuals. The book uses the International System of Units, with conversion to other unit systems introduced.
The book evolved from lecture notes initially prepared for international undergraduates in a mechanical design course, with a hope to increase the competency of mechanical engineering graduates to function well in a globalized profession and to help them communicate effectively and cooperate productively in international collaborative design activities.
Although the author has made every effort to ensure accuracy and conformity with good engineering practice, errors are unavoidable and constructive suggestions and feedback are warmly welcomed.
Finally, I would like to express my appreciation to Dr K. Yahiaoui from University of Wolverhampton for reviewing Chapter 6 and all other reviewers who have contributed to this text.
Their reviews greatly enhanced the quality of the book. I am especially grateful to my graduate students for their patiently preparing all the illustrations, to my colleagues for the helpful discussions and to my undergraduate students for their feedback about the book.
Thanks are also due to editorial staff and many other individuals in John Wiley & Sons who have contributed their talents and energy to producing this book. Special thanks are due to my family for their understanding, support and encouragement during more than 10 years’ preparation for the book.
