Splines
G Splines can be thought of as
a series of axial keyways
with mating keys machined
onto a shaft.
G There are two major types of
splines used in industry: 1)
straight-sided splines, and 2)
involute splines.
G Splines provide a more
uniform circumferential
transfer of torque to the
shaft than a key.
Mott, Fig. 11-6
Splined Shaft and Hub
External Spline
Internal Spline
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Spline Standards
G ANSI B92.1-1970 (R1982), Involute Splines,
American National Standards Institute.
G ANSI B92.2-1980, Metric Module Involute
Splines, American National Standards Institute.
G SAE Straight Tooth Splines
Straight-Tooth Spline
Geometry
G SAE straight-tooth
splines usually contain
4,6,10, or 16 splines.
G Parameter dimensions
are controlled by the fit
needed for a particular
application.
Mott, Fig. 11-4
Straight-Tooth Spline Strength
G The torque capacity per unit
length of an SAE spline is
based on a 1,000 psi bearing
stress on the sides.
G Depending on the class of fit, a
spline is able to accommodate
axial movement along the
shaft and still transmit torque.
Splines have the same
failure mechanisms as keys:
1) shear or 2) bearing.
Straight-Tooth Spline Strength
(Continued)
T = 1,000 ⋅ N ⋅ R ⋅ h
1æD dö D+d
R= ç + ÷=
2è 2 2ø 4
h = (D − d )
1
2
D+d 1
T = 1,000 ⋅ N ⋅ ⋅ (D − d )
4 2
T = Torque per unit length
N = Number of teeth æ D2 − d 2 ö
T = 1,000 ⋅ N ⋅ çç ÷÷
D = Major spline diameter è 8 ø
d = Minor spine diameter
d = f (D)
Torque Capacity Curves
(SAE Straight-Tooth Splines)
Note that an involute spline has a higher torque
capacity than does a straight-tooth spline of the same
major diameter.
Mott, Fig. 11-7
Involute Splines
Involute splines generally
have a 30o pressure angle.
Mott, Fig. 11-8
Standard Diametral Pitches
and Lengths
Diametral Pitches
There are seventeen diametral pitches in common use:
2.5 3 4 5 6 8 10
12 16 20 24 32 40 48
64 80 128
Standard Lengths
Common designs use spline lengths of 0.75 D to 1.25 D,
where D is the pitch diameter of the spline. When these
standard lengths are used, the shear strength of the splines
will exceed that of the shaft from which they are made.
Spline Manufacturing Methods
Splines are either “cut” (machined) or rolled. Rolled
splines are stronger than cut splines due to the cold
working of the metal. Nitriding is common to achieve
very hard surfaces which reduce wear.
Rolled Spline Process
Forged blank is rolled under tons
of pressure prior to heat treating.
The finished spline is more accurate
and stronger (35%) than cut spines.
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Spline Failure Example
Note the yielding of the shaft outside of the engagement area
due to a torsional load. The mating internal spline forced the
external slines to remain parallel. In this case the spline is
stronger than the shaft.
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Splined Linear Bearing
Circular shaped splines
have been combined with
ball bearings to create linear
bearings that can resist a
torsional load.
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Polygons
An alternative to splines that has significantly
lower stress concentration is the polygon. Four
and three lobed polygons are shown.
Design information on polygons is
available from General Polygon.
www.generalpolygon.com
Retaining Rings
G Retaining rings are used on shafts to
maintain the axial position of
components.
G There are many types of retaining rings.
In general, they may be classified as: 1)
internal and 2) external. External
Internal
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Different Types of Retaining
Rings
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Spring Loaded Retaining Rings
G“Bowed” retaining rings provide restoring
forces to the components being held.
GFlat retaining rings allow small amounts of
axial motion of the held component.
Bowed Internal Bowed External
Retaining Ring Retaining Ring
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Smalley Compression Spring
Retaining System
Higher restoring forces can be obtained
using compression rings manufactured by
Smalley.
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Retaining Ring Stress
Concentrations
G External retaining rings used
on shafts require that grooves
be cut into the shaft.
G The grooves generally have
sharp corners or very small
fillet radii which result in
significant stress concentration
factors.
Mott, Fig. 11-5
Retaining Ring Stress
Concentration Factors
G The high stresses at the root of
the retaining ring groove will be
highly localized and will not
significantly effect the static
strength of a shaft made from a
ductile material.
G The stress concentration factors
will be important in determining
the life of the shaft and must be
included in life calculations.
Shigley, Fig. A15-14 & 15
Retaining Ring Design
Dimensions and design guidelines for retaining rings
are contained in catalogs and literature published by
retaining ring manufacturers.
Rotoclip, Inc. Smalley Waldes Truarc, Inc.
Designs that use retaining rings must take into account
how the rings will be installed and make sure that
sufficient assembly clearance is provided.
Integral Shafts
G An alternative to attaching
components to shafts is to
machine the components
directly onto the shaft.
G This higher priced approach is
often the only approach
available when tight space
constraints exist.
G Complex combinations of
components can be obtained
using modern CNC turning
centers. www.astas.co.za/shafts.html
Assignment
1) Make a drawing of an SAE straight-tooth- 4-spline
connection having a major diameter of 1.5000 in
and a class A fit. Show all critical dimensions.
What is the torque capacity of the spline?
2) Identify two applications of retaining rings used
in mechanical equipment. Describe the
applications and discuss why you think retaining
rings of the type used were chosen by the
designer.
