Shafts in motors, turbines, axles and drills transmit power by torsion — twisting. The torsion equation links the applied torque to the shear stress it produces and the angle through which the shaft twists. This article derives it and works through power-transmission examples.
Assumptions
- The shaft is circular (solid or hollow) and the material is homogeneous and elastic.
- Plane cross-sections remain plane and circular after twisting (true for circular sections).
- The twist is uniform along the length, and radii remain straight.
Derivation
When a shaft of length L and radius R twists through an angle θ, a line on the surface shears by angle φ. From geometry, the surface shear strain is φ = Rθ/L. By Hooke's law in shear, the surface shear stress is τ = Gφ = G·Rθ/L. At a general radius r the strain (and hence stress) varies linearly:
τ / r = G θ / L ...(1)
The torque is the sum of the moments of the shear forces about the axis: T = ∫ τ · r dA = ∫ (Gθ/L) r · r dA = (Gθ/L) ∫ r² dA = (Gθ/L)·J, where J = ∫r²dA is the polar moment of inertia. Hence:
T / J = G θ / L ...(2)
Combining (1) and (2) gives the complete torsion equation:
T / J = τ / r = G θ / L
Polar Moment of Inertia
| Shaft | Polar Moment J |
|---|---|
| Solid circular (dia D) | πD⁴ / 32 |
| Hollow circular (D outer, d inner) | π(D⁴ − d⁴) / 32 |
The maximum shear stress is at the outer surface: τmax = T·R/J = 16T/(πD³) for a solid shaft.
Power Transmission
P = 2πNT / 60 (N in rpm, T in N·m, P in watts)
P = T · ω (ω in rad/s)
Worked Example 1 — Sizing a Solid Shaft
A solid shaft transmits 20 kW at 200 rpm. The allowable shear stress is 40 MPa. Find the required diameter.
- T = 60P/(2πN) = 60 × 20 000 / (2π × 200) = 954.9 N·m = 954 900 N·mm
- τmax = 16T/(πD³) → D³ = 16T/(πτ) = 16 × 954 900 / (π × 40) = 121 580 mm³
- D = (121 580)1/3 = 49.5 mm → adopt 50 mm
Worked Example 2 — Angle of Twist
For the 50 mm shaft above, 1.5 m long, with G = 80 GPa, find the angle of twist under the working torque of 954.9 N·m.
- J = πD⁴/32 = π × 50⁴ / 32 = 6.136 × 10⁵ mm⁴
- θ = TL/(GJ) = (954 900 × 1500) / (80 000 × 6.136×10⁵) = 0.0292 rad = 1.67°
Worked Example 3 — Hollow vs Solid (Weight Saving)
Compare a solid 50 mm shaft with a hollow shaft of the same outer diameter and 30 mm bore for torsional strength.
- Jsolid = π×50⁴/32 = 6.136×10⁵ mm⁴; Jhollow = π(50⁴ − 30⁴)/32 = 5.341×10⁵ mm⁴
- The hollow shaft keeps 87% of the torsional stiffness while removing 36% of the cross-sectional area — a large weight saving for a small strength loss.
Common Mistakes
- Using the area moment of inertia I instead of the polar moment J.
- Forgetting to convert rpm to rad/s (or using the 2πN/60 factor incorrectly).
- Applying the circular-shaft theory to non-circular sections, where sections warp and the formula does not hold.