Machine design Basics - I - Shaft, Bearings & Gears from Udemy

Machine design is a large subset of study under mechanical engineering design which includes design of common components used in machines.

This is a mega-course of 3 courses in 1 which covers multiple aspects of design of Shafts and elements which are generally mounted it - Bearings and Gears.

It is a deep dive into the Shaft design process and selection also deals with the Bearing selection in detail . Then moving to a deep dive in Gear design with practical CAD design of gears based on input specifications.

Topics covered:

Shaft and layout design

Basics of simple power transmission system design
Loads and Load cases
Materials and manufacturing of shafts
Basics of Shaft design
Layout scheme and General lay outing
Keys and key ways
Set screws and collars
Splines and Serrations design selection based on standards
Interference and press fits
Stress analysis - method of analysis
Incorporation of stress concentration factors
Notch sensitivity in fatigue
Endurance limit and modifying factors
Deflection and Slope
Stress due to interference fits
Torque capacity of press fits
Solid vs Hollow shafts and Couplings

Bearing Selection

Factors which drive Bearing selection
Contact stresses study
Bearing life equation derivation and L10 life
Modified Life - Factors
Contamination factor, viscosity ratio
Determining equivalent bearing load
Mounting scheme
Example to go through the selection process

Gear design

Conjugate action in Gears
Involute profile construction
Spur gear design basics and CAD workflow (fusion 360)
Contact Ratio and Interference
Basics of Helical gear design and CAD workflow (fusion 360)
Basics of Bevel gear design and CAD workflow (fusion 360)
Basics of Worm gear design and CAD workflow (fusion 360)
Force analysis of spur gear
Force analysis of Bevel gear
Force analysis of Helical gear
Force analysis of Worm gear
Stress calculations for standard tooth profile
Pitting equations

The course is intended to be a library of knowledge regarding machine components and will be expanded further in the future with more examples and case studies.

What's inside

Syllabus

Introduction

Intro to Design of Power Transmission - Rotating machine

Considerations in Shaft Design

Shaft Design - basics

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Provides a deep dive into shaft design, bearing selection, and gear design, which are fundamental topics in mechanical engineering and machine design

Covers practical CAD design workflows using Fusion 360 for spur, helical, bevel, and worm gears, which is valuable for hands-on application

Explores various mounting provisions like keys, set screws, splines, serrations, and interference fits, which are essential for practical machine design

Includes stress analysis, fatigue considerations, and endurance limit calculations, which are critical for ensuring the reliability of machine components

Focuses on bearing life equations, modified life factors, and equivalent bearing load determination, which are important for selecting appropriate bearings

Requires familiarity with CAD software, specifically Fusion 360, to fully utilize the gear design workflows, which may pose a barrier to some learners

Reviews summary

Machine design basics: shafts, bearings, gears

According to students, this course offers a comprehensive and deep dive into machine design basics for shafts, bearings, and gears, despite its title. Learners particularly appreciate the clear explanations of complex topics like fatigue analysis and stress concentration factors, finding the design calculations and steps highly valuable and filling gaps left by textbooks. The inclusion of a practical Fusion 360 CAD workflow for gears is also highlighted as a strong, practical point. While the course is generally well-received and considered a fantastic resource for mechanical engineers and students, a few learners noted inconsistent audio quality in some lectures and felt the content is dense and requires a strong background in mechanics, suggesting it might not be ideal for complete beginners without prior exposure to mechanics or machine elements.

Needs prior mechanics knowledge.

"Not for beginners without some prior exposure to machine elements."

"Content is dense and requires a strong background in mechanics."

"Not for complete beginners."

Covers design calculations and CAD.

"The Fusion 360 workflow for gears was a great practical touch."

"Deep dive into design calculations, which is exactly what I needed."

"Covers the core concepts needed for machine design calculations."

"The detailed breakdown of shaft design steps and the multiple examples."

Complex topics explained well.

"The instructor explains complex topics like fatigue analysis and stress concentration factors very clearly."

"Excellent course! Deep dive into design calculations, which is exactly what I needed."

"The explanation of stress concentration factors and notch sensitivity was top-notch."

"It really clarified concepts I struggled with before."

Fusion 360 demos rushed.

"I found the CAD demonstrations in Fusion 360 a bit rushed and hard to follow."

Could use more detail/examples.

"The bearing section was less detailed than I hoped."

"The bearing selection part could use a bit more practical examples beyond the single one provided."

Some lectures have poor audio.

"However, the audio quality in some early videos is not great."

"Audio quality varies."

"Audio issues make some lectures difficult to understand."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Machine design Basics - I - Shaft, Bearings & Gears with these activities:

Review Statics and Mechanics of Materials

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Reinforce your understanding of fundamental concepts in statics and mechanics of materials, which are essential for analyzing stresses and deflections in shafts, bearings, and gears.

Browse courses on Mechanics of Materials

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Review key concepts like stress, strain, shear force, and bending moment.
Practice solving problems related to beam bending and torsion.
Familiarize yourself with material properties like Young's modulus and Poisson's ratio.

Review 'Fundamentals of Machine Component Design'

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Supplement the course with a textbook that provides a strong foundation in machine component design principles.

View Fundamentals of Machine Component Design, 7th... on Amazon

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Read the relevant chapters on shaft, bearing, and gear design.
Study the examples and design procedures presented in the book.
Use the book as a reference for material properties and design equations.

Review 'Shigley's Mechanical Engineering Design'

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Supplement the course material with a comprehensive textbook on mechanical engineering design, covering shafts, bearings, and gears in detail.

View Shigley's Mechanical Engineering Design: 2024... on Amazon

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Read the chapters related to shaft design, bearing selection, and gear design.
Work through the example problems to reinforce your understanding.
Use the book as a reference for design equations and material properties.

Four other activities

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Show all seven activities

Shaft Stress Analysis Practice

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Improve your ability to calculate stresses in shafts under various loading conditions through repetitive practice.

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Find practice problems involving bending, torsion, and axial loads on shafts.
Calculate the stresses at critical locations on the shaft.
Compare your results with solutions or simulations to verify accuracy.

Create a Bearing Selection Report

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Solidify your understanding of bearing selection by creating a detailed report for a specific application.

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Choose a specific application (e.g., electric motor, pump, conveyor).
Determine the loads, speeds, and environmental conditions for the application.
Research different bearing types and their suitability for the application.
Select the most appropriate bearing based on the analysis.
Document the selection process and justify your choice in a report.

Design a Simple Gearbox

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Apply the knowledge gained in the course to design a simple gearbox, including shaft design, bearing selection, and gear specification.

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Define the input and output requirements for the gearbox (speed, torque, power).
Select appropriate gears based on the application requirements.
Design the shafts to withstand the applied loads and torques.
Select suitable bearings to support the shafts.
Create a CAD model of the gearbox assembly.

Create a Presentation on Gear Failure Modes

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Deepen your understanding of gear failure modes by researching and presenting on the topic.

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Research common gear failure modes (e.g., pitting, bending fatigue, wear).
Investigate the causes and prevention methods for each failure mode.
Prepare a presentation summarizing your findings, including visuals and examples.

Career center

Learners who complete Machine design Basics - I - Shaft, Bearings & Gears will develop knowledge and skills that may be useful to these careers:

Machine Designer

Machine designers create detailed plans and drawings for machinery and mechanical devices. This course may be useful for machine designers, as it provides a thorough exploration of shaft design, bearing selection, and gear design. The course emphasizes practical aspects, such as layout schemes, mounting provisions, and stress analysis. Machine designers who wish to improve their knowledge of machine component design may find this course helpful.

See salaries and explore the career path for Machine Designer

Mechanical Engineer

A mechanical engineer designs, develops, builds, and tests mechanical and thermal devices, including tools, engines, machines, and other mechanical devices. This course may be useful for those looking to become mechanical engineers, as it delves into the design of common components used in machines, specifically shafts, bearings, and gears. Mechanical engineers benefit from understanding load considerations, material selection, and stress analysis, all of which are covered in this course. It is a valuable resource for aspiring mechanical engineers.

See salaries and explore the career path for Mechanical Engineer

Stress Analyst

Stress analysts use computer software and mathematical techniques to analyze the stresses and strains in mechanical components and structures. This course may be useful for stress analysts, as it focuses on stress analysis of shafts, bearings, and gears. The course covers stress concentration factors, fatigue analysis, and stress due to interference fits all of which are crucial topics for stress analysis. Stress analysts who want to enhance their expertise in machine component stress analysis should take this course.

See salaries and explore the career path for Stress Analyst

Design Engineer

Design engineers are responsible for creating and improving product designs, ensuring they meet specific requirements and are efficient to manufacture. This course may be useful for design engineers focusing on mechanical systems, as it provides a deep dive into shaft design, bearing selection, and gear design. The course's coverage of CAD design workflows, particularly with Fusion 360, can directly improve a design engineer's ability to create and modify gear designs. Design engineers who seek to develop their skills in machine component design may find this course helpful.

See salaries and explore the career path for Design Engineer

CAD Technician

A CAD technician uses computer aided design software to create precision drawings and models for a range of products and industries. This course may be useful for CAD technicians who work with mechanical components, because it offers practical CAD design workflows for gears using Fusion 360. CAD technicians can enhance their skills in creating accurate and detailed models of shafts, bearings, and gears. Those looking to specialize in machine component modeling may appreciate the practical CAD applications taught in this course.

See salaries and explore the career path for CAD Technician

Mechanical Engineering Technician

Mechanical engineering technicians assist mechanical engineers in designing, developing, testing, and manufacturing mechanical devices. This course may be useful for mechanical engineering technicians, as it covers the design of shafts, bearings, and gears which are fundamental machine components. The course provides practical knowledge about material selection, stress analysis, and CAD design workflows. Mechanical engineering technicians can use this knowledge to support engineers in the design and analysis of mechanical systems.

See salaries and explore the career path for Mechanical Engineering Technician

Manufacturing Engineer

Manufacturing engineers are responsible for designing, implementing, and optimizing manufacturing processes. This course may be useful for manufacturing engineers who work with machines and mechanical systems, as it covers the design of shafts, bearings, and gears which are crucial machine components. The course includes information about materials, manufacturing methods, and heat treatment, offering insights relevant to manufacturing processes. Manufacturing engineers may find the knowledge presented in this course helpful for improving the efficiency and reliability of manufacturing equipment.

See salaries and explore the career path for Manufacturing Engineer

Robotics Engineer

Robotics engineers design, build, and program robots and robotic systems. Robots rely heavily on mechanical components like shafts, bearings, and gears for movement and functionality. This course may be useful, because it covers the design and selection of these components. The course's focus on CAD design workflows for gears can enable robotics engineers to design custom gears for specialized robotic applications. Robotics engineers who seek to deepen their knowledge of mechanical design may find this course helpful.

See salaries and explore the career path for Robotics Engineer

Product Development Engineer

Product development engineers are involved in bringing new products to market, from initial concept to final production. This course may be useful for product development engineers working on mechanical products, because it builds a solid foundation in machine component design. The course's focus on shaft design, bearing selection, and gear design is directly applicable to developing mechanical products. Product development engineers who seek to broaden their understanding of machine design may find this course helpful.

See salaries and explore the career path for Product Development Engineer

Automotive Engineer

Automotive engineers are involved in the design, development, and manufacturing of vehicles. Automotive systems rely heavily on shafts, bearings, and gears. This course may be useful, because it includes information on gear design, bearing selection, and stress analysis which are essential components for automotive applications. Automotive engineers who want to learn about the fundamentals of machine component design may find this course helpful.

See salaries and explore the career path for Automotive Engineer

Aerospace Engineer

Aerospace engineers design, develop, and test aircraft, spacecraft, satellites, and missiles. This course may be useful, as aerospace systems often rely on precisely engineered mechanical components. The course's coverage of stress analysis, material selection, and bearing life calculations are relevant to aerospace engineering. Aerospace engineers who want to broaden their understanding of machine design principles can potentially benefit from this course.

See salaries and explore the career path for Aerospace Engineer

Research and Development Engineer

Research and development engineers are involved in conducting research and developing new technologies and products. This course may be useful for R&D engineers working on mechanical systems, because it provides in-depth knowledge of shaft design, bearing selection, and gear design. The course's coverage of stress analysis, material properties, and fatigue loading can support engineers in developing innovative mechanical solutions. R&D engineers who wish to deepen their understanding of machine design may find this course helpful.

See salaries and explore the career path for Research and Development Engineer

Simulation Engineer

Simulation engineers create and run simulations of mechanical systems to predict their behavior and performance. This course may be useful for simulation engineers, because the understanding of machine component design gained in this course is essential for creating accurate simulations. The course's coverage of stress analysis, material properties, and bearing life calculations can be directly applied to simulation models. Simulation engineers who want to improve the accuracy of their mechanical simulations may find this course helpful.

See salaries and explore the career path for Simulation Engineer

Machine Maintenance Technician

Machine maintenance technicians inspect, maintain, and repair machinery and mechanical equipment. This course may be useful for these technicians since the course covers the design and function of shafts, bearings, and gears. The course's details on mounting provisions, lubrication, and causes of failure will enable technicians to maintain machines. Machine maintenance technicians who want to gain a solid understanding of the components they service may find this course helpful.

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Tool and Die Maker

Tool and die makers manufacture tools, dies, and molds used in manufacturing processes. This course may be useful for tool and die makers because it covers the design of gears. Tool and die makers must understand gear design to create the tooling needed for gear manufacturing. Those who want to gain more skill in gear design may find this course helpful.

See salaries and explore the career path for Tool and Die Maker

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Machine design Basics - I - Shaft, Bearings & Gears.

Shigley's Mechanical Engineering Design ISE

Save

Comprehensive resource for mechanical engineering design. It covers a wide range of topics, including shaft design, bearing selection, and gear design, providing detailed explanations and practical examples. It is commonly used as a textbook in machine design courses and serves as a valuable reference for practicing engineers. Reading this book will provide a deeper understanding of the principles and practices discussed in the course.

Shigley's Mechanical Engineering Design: 2024...

Paperback

Fundamentals of Machine Component Design, 7th...

Save

Provides a solid foundation in the principles of machine component design. It covers topics such as stress analysis, fatigue, and the design of shafts, bearings, and gears. It valuable resource for students and practicing engineers alike. This book is particularly helpful for understanding the underlying principles behind the design equations and guidelines presented in the course.

Fundamentals of Machine Component Design, 7th...

Paperback

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Fundamentals of Machine Component Design, 7th...

Kindle Edition

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Machine design Basics - I - Shaft, Bearings & Gears

What's inside

Syllabus

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Reviews summary

Machine design basics: shafts, bearings, gears

Activities

Career center

Reading list

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