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Best Guide to Determining Deflection in Variable Cross Section Beams

Beam tables give information on and assume that the deflection calculation is based on a constant cross section.  So, what do we do if our beam has a cross section that changes over the length of the beam?

To determine the amount of deflection in a variable cross section beam, you must integrate the beam deflection formula with the moment of inertial being a variable with respect to the length and apply boundary conditions.  The beam deflection formula is v’’ = M(x)/[E*I(x)].

Continuous or Discrete – There are two types of beam sections, continuous and discrete.  Most beams are continuous beams and have either a constant section or a section that changes gradually over the length of the beam.  Roof beams in large steel buildings are a great example of a continuous variable beam.  The beam is relatively short in height on the ends and very tall in the middle.

Discrete beams are beams that have sudden discontinuities in the section.  Believe it or not, these are sometimes easier to calculate because the discrete sections are usually constant which leads to easier calculus.

The beam deflection formula is a universal formula that allows for the customization of multiple loadings and beam sections.  I will warn you that the more exact your calculation needs to be, the harder the math will be to do.  Simplification here will save a lot of time and effort.  As mentioned before the formula is:

v’’ = M(x)/[E*I(x)]

Where v’’ is the second derivative of deflection (the acceleration of the deflection), M is the moment which is usually a function of the position along the length of the beam, x.   E is the modulus of elasticity and I is the area moment of inertia of the beam.  All tabulated beams will consider this to be a constant and therefore none of the deflection formulas can be used.

Now when we integrate the equation above, we will be doing an indefinite integral which means that we have to add a constant, Cn, to the polynomial each time we integrate.  Since we will be integrating the equation two times, we will end up with two constants.  If we have a discrete case, we will have two or more equations. 

Boundary conditions are requirements that the beam deflection formula will need to abide by when it is in the final form.  The final form only comes when we use the boundary conditions to solve for the constants formed by the indefinite integral.  Common cases are the ends of a simply supported beam need to be 0 (in, mm etc.) or the slope of a cantilever beam needs to be 0 radians.

In this article, we are going to walk through three examples of common variable cross section beams.

  1. A two-section cantilever beam with point load on the end.
  2. A two section simply supported beam under its own weight.
  3. A constantly changing continuous simply supported beam with a constant distributed load.
https://mentoredengineer.com/the-best-guide-to-solving-statically-indeterminate-beams/

Example 1: A two-section cantilever beam with point load on the end.

This problem with consist of a 100 in. long cantilevered steel beam with a load of 500 lb. on the end.  The first 50 inches of the beam will have an area moment of inertia of 10 in^4 and the remaining beam will be 1 in^4.

Now we will determine the moment and integrate the beam deflection equation twice each time adding a variable for the indefinite integral.  I have selected to make my coordinate system (x variable) start from the base.  This makes the integration slightly harder, but the variables C1 and C2 will cancel out because of boundary conditions 1 and 2.  You’ll see in a second.

I only need to do the integration for one of the sections and then change I1 to I2 in the equations.  I have also kept the variable ‘v’ as the deflection of the beam, but changed the first derivative of deflection to the variable ‘s’, to indicate slope.  I also specified the variables.

Now that the problem is defined, let’s setup the boundary conditions.  We will want the position and slope at the fixed end of the beam to be 0 in and 0 radians.  We will also need two more boundary conditions at the joint between the segments.  The slope and position at this position will need to be the same.

Let’s solve for Boundary Conditions 1 and 2

As mentioned above, I foresaw that variables C1 and C2 would be equal to 0 when I chose to have the coordinate system start at the base. 

Next, we will look at boundary conditions 3 and 4.  These are slightly more complex.

Please note the check that I put in the Find block so that we could verify that the v1 = v2 and s1 = s2 at 50in.  This verifies that the position and slope will be continuous at this point. 

The next step is to verify the results.  This is done in two steps.  The first is to plot each segment over the entire length.  We looking for the four boundary conditions to be met.  As you can see, the lines intersect and are tangent at 50 in.  Also, v1 has no deflection or slope at the base. 

Finally, we will merge the two plots together forming the final equation for the deflection of our cantilevered beam.

As you can see, the deflection rapidly increases once past 50 inches from the base.  This is clearly indicated in both graphs.

The Best 4 Ways to Improve Torsional Beam Performance

Example 2: A two section simply-supported steel beam under its own weight.

This problem with consist of a 300 in. long simply-supported steel beam with a distributed load of 30 lb./in on the left end.  The right end has a distributed load of 50 lb./in.  The first 200 inches of the beam from the left will have an area moment of inertia of 10 in^4 and the remaining beam will be 1 in^4.

Now we will determine the moment and integrate the beam deflection equation twice each time adding a variable.  I have selected two coordinate systems.  The x coordinate goes from left to right and the y coordinate goes from right to left.  They are related by:

y = L-x

I have chosen this coordinate system so that C2 and C4 will cancel out when we solve for Boundary Conditions 1 and 2.  It also simplifies the math tremendously.  You’ll see in a second.

I only need to do the integration for one of the sections and then change I1 to I2 and w1 to w2 in the equations.  For the right-hand section equations, I will also substitute ‘y’ for ‘x’.  I have also kept the variable ‘v’ as the deflection of the beam, but changed the first derivative of deflection to the variable ‘s’, to indicate slope.  I also specified the variables.

Now that the problem is defined, let’s setup the boundary conditions.  We will want the ends of the beam to be 0 inches of deflection (BC 1 and 2).  We will also need two more boundary conditions at the joint between the segments.  The slope and position at this position will need to be the same where the segments join.

Let’s solve for Boundary Conditions 1 and 2

As mentioned above, I foresaw that variables C2 and C4 would be equal to 0 when I chose to have the coordinate system start at the base. 

Next, we will look at boundary conditions 3 and 4.  These are slightly more complex.

Please note the check that I put in the Find block so that we could verify that the v1 = v2 and s1 = s2 at 200in.  This verifies that the position and slope will be continuous at this point. 

The next step is to verify the results.  This is done in two steps.  The first is to plot each segment over the entire length.  We looking for the four boundary conditions to be met.

Uh-oh, what happened!?  The lines definitely intersect at 200 in and each end has 0 inches of deflection, but they are not tangent at the intersection.  Not only I am illustrating the power of graphing the solution for accuracy, but also demonstrating that using the two different coordinate systems posed a problem.  According to the equations, the slopes approach the location of the junction on a downward slope equal in magnitude.  However, to make this work one of the slopes actually needs to be coming up.  We can fix this issue by making one small change.

s1 = -s2

Let’s make this change and proceed with the solution.

Yes, much better!  Finally, we will merge the two plots together forming the final equation for the deflection of our cantilevered beam.

As expected, the longer stiffer section deflects less.

How to Calculate Beam Data When Your Case Isn’t in a Table

Example 3: A constantly changing, continuous, simply-supported beam with a constant distributed load.

This problem with consist of a 300 in. long simply-supported steel beam with a distributed load of 1000 lb./in across the beam.  The section starts off at a height of 10 inches increases linearly to the center where it reaches a height of 24 inches.  It then tapers back to 10 inches. 

To determine how the moment of inertia changes with respect to x, we will model in Solidworks and take sections every 30 inches.  We will tabulate this data and fit a line to it.

Now, you probably noticed that I only made the table for values of 0 in. to 150 in.  This is because I am going to use symmetry to simplify this complex problem.   We can use symmetry because both the load and beam section are symmetric from the midpoint of the beam.  Because of symmetry we will need to have the end point have a deflection of 0 in and the slope at the middle of the beam be 0 deg.  We can then mirror this to get the continuous deflection of the beam.  For this case, we will have the x coordinate go from left to right.

You can see here that the calculated values of I(x) closely match what is listed in the table above.  I have named the second derivative of position ‘a1’ (acceleration).  As you can see, with the top and bottom having the variable ‘x’, it will be super fun to integrate this.  So, there is one thing you need to know about me.  I have limits as to things I won’t do.  Integrating this is one of those things.  That’s why we have MathCAD!

As you can see, the very tedious work of integration was glossed over and we were able to directly solve for our boundary conditions.  In the equations of s(x) and v(x), there were actually natural logs and somehow an inverse tangent appeared (not shown).  I’m still not regretting letting MathCAD do the work.

The next step is to verify the results.  This is done in two steps.  The first is to plot each segment over the entire length.  We looking for our boundary conditions to be met.  As you can see, the deflection at x = 0 inches is 0 inches and the slope appears to be flat at x = 150 inches. 

Finally, we will mirror the plots together forming the final equation for the deflection of our cantilevered beam.

As you can see, the deflection is 0 inches at the end points and has the maximum deflection at the center.

The Best Guide to Solving Statically Indeterminate Beams

Conclusion

This article covers three popular load cases where a beam has variable cross sections.  While this does involve calculus, it is often very easy to do by hand because it is polynomials.  If not, be thankful for robust programs like MathCAD to perform this for you.  This article should give you a good handle on the procedure used to analyze beams like this.  If your beam isn’t loaded exactly like this, you can always find the moment calculation in a table and integrate your heart out.

How to Model Weldments for Efficient Finite Element Analysis

As engineers, we want accurate model for finite element analysis, but with more accuracy comes longer run time and difficulties meshing.  The method shown below is a way to gain maintain accuracy while reducing run time.

To get an accurate Finite Element Analysis results for a weldment with shorter run time follow these steps:

  1. Model each weldment as one part
  2. Add in welds as chamfers
  3. Make cuts where needed
  4. Apply mesh controls on welds

Mesh Singularity – Before we get too deep into the weeds here, I want to point out the mesh singularity may or may not be an issue here depending on the model’s particular geometry.  Since there are a sharp corners in the model there is the possibility of mesh singularity and divergence in results.  Divergence is when the mesh is refined more and more, but the stress at a particular physical location usually increases dramatically as the mesh is finer.  This makes interpreting the actual stress very hard.  Mesh Singularity and Divergence require a whole article of their own and are out of the scope of this one.

Welds – The main part of what makes a weldment is welds.  Naturally, the stress will flow different through a weld than if we just had the parent materials present.  Therefore, we need to model the welds and their proper sizes to get trustworthy results.  In a previous role, a colleague did not model welds and modeled a doubler plate as part of the primary structure.  A plate was attached to the doubler and a load was applied that pulled the doubler away from the primary structure.  Since no care was given to the weld or doubler, the section was modeled twice as thick and FEA showed no high stresses.  The welds cracked quickly in an endurance test.  The point of the story is that welds matter in our FEA models so we should spend the extra time here to get the model right.

Most welds factor into 2 categories; bevel and fillet.  (By the way, I have no idea why a fillet weld looks like a chamfer; should we not call them chamfer welds?)  Fortunately, a bevel weld does not need any additional modeling done.  The fillet weld is more difficult because it requires additional material and then special consideration for how the parent materials behave. Looking at the figure here, the yellow plates are joined by two fillet welds.  These welds need to be modeled and then the contact between the two yellow plates needs to be addressed.  One method is to use a no penetration contact and the other is to use a distance mate to separate them slightly.  Both of these are ideas that don’t move us toward our goal, so we won’t pursue them further.  Let’s get on to the plan.

Model Each Weldment as One Part

This is where the time savings comes from.  The main benefit of modeling a weldment as a part comes with the meshing headaches you will avoid.  When meshing lots of parts in Solidworks Simulation, the parts that touch need to have all the same mating nodes.  This can be very difficult for the software to do.  One trick for this is Solidworks sorts the parts alphabetically and meshes in that order.  You can reorganize the meshing order by renaming parts A_, B_, etc. so that the most complex parts are meshed first and get to set mesh parameters for the simpler components.  This has saved me many headaches over the years.

The other way that modeling a weldment as one part helps to reduce FEA run time is it allows you to remove any contact sets from the analysis.  This removes a lot of run time from the solver process.  In the figure above, most designers would add a no-penetration contact between the yellow plates, but this adds so much time to the analysis.  See the data in the tables below for run times by model type.

We can see here that the main benefits with switching to a one-piece weldment is reduced run time by removing contacts and less headaches from meshing failures.

Now I know that you are all thinking, “It is going to take more time to model this.”  And you would be right; well, kind of right.  You see with the two benefits mentioned above the time savings in FEA are well worth the time setting up the model.  However, I would challenge you to go one step further and model it as one piece as you are designing it.  This will save even more time!  If you model as one piece from the start, all you need to do is make a few tweaks for FEA.  You can also send it to a drafter and he or she can break down the model into piece parts.  This has proven effective because the drafter will not only have a great template to go by, but he or she will know where all the welds go and what size they need to be.  This one step can be a tremendous time saver for the whole design process!

Add in Welds as Chamfers

So one of the awesome benefits of modeling a one-piece weldment is that you can easily add welds to the model via the chamfer option.  This allows Solidworks to process very complicated geometry with very little effort.  I usually choose a weld with equal legs rather than one with a leg length and an angle.  I do this so that even if the welded components don’t meet at right angles, the weld will be modeled correctly.  I also label the chamfer with the size so that I can easily see what size welds I need (i.e. 25-chamfer).  This way I can add or remove welds from different features as they change sizes.

Make cuts where needed

In the figures below, we can see that the stress flow is different when we go from the no penetration multi-part model to the single part.   Our run time has been reduced dramatically, but our accuracy has gone down a lot.  The model is loaded with lateral 100 lb. load and the two ends are fixed.  When calculated by hand, the stress should be 13,221 psi in the high stressed area.  The left figure is the multi-part model where the stress moves around the no penetration contact.  The right figure shows the stress flowing through the center where the two plates intersect.  Obviously, this is not a proper stress flow path.

To remedy this problem, we need to make a cut in between the two plates.  There are three ways to do this: make the cut go up, down or split the difference.  The choice you make will depend on your situation.  Going up might be more accurate in one case, but less accurate in another.  One thing to mention is that the location of the cut will affect the results, but it will have very little impact on the run time.  The cut below is shown going up with a gap of 0.45” and is as wide as the vertical plate.  The 0.045” gap is a gap that Solidworks seems to like when meshing.  There are situations where you may need to go up to 0.0625” if meshing fails.

The table here shows the results for the multi-part, single part with welds and then adding the cut up or down.  As you can see, the results are very accurate for the coarser mesh of 0.15” but get worse as the mesh is refined.  This is the problem of singularity I warned against earlier.  To minimize the error, I recommend getting three elements (4 nodes) on the face of a weld.  For a right-angle fillet weld, this is as simple as mesh size = weld leg / 2.13.  In our case the ¼” weld gives a mesh size of 0.117”.  This is a good rule of thumb and it is not always exact.  You will need to inspect the critical welds for three elements along the face.  Going less than that is just too coarse of a mesh and small gives untrustworthy results.  For example, the figure below (single part with the cut going up) has 6 nodes on the face of the weld.

A word on accuracy – As engineers, we need to make assumptions and judgement calls all the time.  This is one of those times.  In my first FEA class, the instructor opened up with the statement, “All FEA is wrong.”  He is right.  You may have noticed that I went and did a simple hand calculation to get a reference for what the magnitude should be of the stress.  I highly recommend that when you see FEA results you don’t like, do a hand calculation to see if your design is sufficient.  Many times, simple calculations like this can save you a tremendous amount of time and frustration.

In this problem, I used my formula to get a mesh size for the weld which was 0.117”.  The results from the multi-part run were 5.7% higher than the calculated stress.  The cutting down model gave us the best results of 13,654 psi which is off by 3.3%.  To be honest, I am generally happy with FEA results that are 5% to 7% off of the calculated (or measured) valve.  I get that good, warm fuzzy feeling when the FEA results are also higher than the calculated value, this means that when I design for the stresses in FEA, the design should have inherently lower stresses.  If your hand calculation stress ends up being higher than the FEA results, check your mesh at the weld.  You can adjust this as necessary to get better results.

A doubler example – The fillet weld example is the primary complication experienced when changing from a multipart weldment to a single part weldment.  The other complexity is the doubler plate.  This one is a little simpler in the approach.  Simply model in your doubler with an extra 1/16 inch in height and add the welds that secure it in place.  You will then make a cut on the inside of the doubler that is 1/16” think in the shape of the doubler.  This will give you the proper weld size and plate thickness.

If you doubler is designed to take loads normal to its surface, you may run into issues.  If the load is compressive in nature and pushes the doubler into the primary structure, this cannot be modeled without the aid of multiple part weldments and no-penetration contacts.  While this may be a tendency for some engineers, I would recommend against it.  There is no guarantee that the plates used will be perfectly in contact with each other after welding, or even before welding.  This would then require the doubler to deflect some amount before coming into contact with the primary structure.  You are a better engineer than I am if you can predict this. 

Instead, I recommend that you assume that the doubler takes all the load.  If the doubler absolutely needs to utilize the primary structure, add plug welds near the load application point will make a huge improvement. 

In our example we have a 2.5” OD tube welded to a doubler and that is welded to the primary material which is a round disc with the edge fixed.  (In practice, this is poor practice because it puts the root of the weld in tension.  Since you can’t inspect the root of the weld, we can’t see any cracks until they have propagated all the way through the weld.  Some plug welds could remedy this issue.)  As you would expect, the tensile loading on the tube pulls the doubler away from the primary material.

If we model this as a single part with no gaps, the two plates will act as one causing the stresses to be greatly reduced.  This is what got my colleague in trouble.

To remedy this, I added a 0.45” cut upward into the tube.  I also thickened the doubler plate and added a cut that is 0.625” up into the plate.  You can adjust the cut going into or out of the tube, but the cut should always go into the backside of the doubler plate.

Apply mesh controls on welds

To further reduce your run time, you can specify different mesh sizes in different areas.  In this example, a global mesh of 0.10” took 17 seconds to run.  If we change our global mesh to 0.25” and apply a mesh control to the weld surface of 0.10, our run time is reduced to 4 seconds without any degradation to the area of concern.

You can apply mesh controls by right clicking under Mesh and selecting Apply Mesh Control.  Then select the faces that you want.  I’ve selected the two faces of the welds and the small cutouts inside the part as well as the bottom of the tube.  If you don’t like how quickly the mesh transitions from the smaller to larger size, you can decrease the a/b ratio.  A value of 1.5 is the default, meaning that each element size can only be 1.5 times larger than the one next to it.  This can be reduced so that the transition takes longer.

Check your model and look for deflection

As FEA engineers, we need to be thorough in our modeling and give it a check before performing FEA.  The best method I’ve used it to look at sections of the model looking for the areas that need to be cut behind the weld.

Once you have your first run of FEA, be sure to check the deformation.  Make sure that it is deforming according to what you would expect.  Many times, this can be done by visual inspection.

The next step is to take sections of the model and inspect for high stresses on the internal surfaces of the model.  The doubler example above is a great illustration of this.

Conclusion

Following this simple 4 step process can greatly reduce the run time and headaches of doing FEA on large weldments.  This process also allows you to run larger models with multiple weldments without absorbing extra processing time.  Just remember to:

  • Model
    each weldment as one part
  • Add
    in welds as chamfers
  • Make
    cuts where needed
  • Apply
    mesh controls on welds

When applying your mesh control strive to have 3 elements (4 nodes) across the face of the weld for accurate, trustworthy results. 

An Easy Guide to Selecting Spring Materials

Selecting a spring material can be challenging and confusing.  I have often misdirected by the depth of great insight to this subject.  Sometimes too much information leads to indecision.

Music Wire Steel is the best choice in spring material.  Only change to a different material if your spring is over 0.18″ in diameter, used in a highly corrosive environment or used medical, food, aeronautics or nuclear applications. There may also be better materials for used in extremely high or low temperatures.

First of all, this is a very broad topic and is not an in-depth resource by design.  If your questions are not answered here, please reach out to spring manufacturers for your particular design needs.  Whatever situation you are in, they have probably seen it before.

Creep and Magnetism

Before we get into the specifics of spring materials, I wanted to elaborate on two terms first.  Creep and Magnetism.

Creep is a form of plastic deformation but it occurs under lower than yield loads and over long periods of time.  Aluminum is notorious for this.  The power distribution industry has longed to use more and more aluminum instead of copper due to price, availability and better electrical properties, but creep has prevented them.  What happens is that when an aluminum wire is terminated with a screw clamp, the aluminum, over time, will conform to the shape of the screw clamp.  This leads to a loose wire and the possibility of electrical sparks and potentially fires.  There has been lots of research and testing done on new methods of termination that negate creep in aluminum wire.  As a result, use of aluminum wires are now on the upswing.

Likewise, having a spring that deforms under load for a long time is not a good thing.  This is the primary reason that aluminum is not used for springs.  The next reason is low fatigue strength.  Plastic springs are a great example of creep in a material.  After activation, they then need long periods of rest to maintain their original shape.

In general purpose springs, magnetism is a neutral category.  Yes, if you drop a bunch of small screws on the floor, you can use a magnet to pick them up.  However, I would never select a screw based on that criteria.  The inverse is true though.  I would never want to put a steel spring in a Magnetic Resonance Imaging (MRI) machine.  At best, the spring would interfere with the image and at worst destroy the machine.

What is unknown to most people is that even stainless steels can be magnetic.  Some actually can become magnetic as they are cold worked.  If this is a requirement in your design, you may want to stay away from stainless steel springs altogether.

Steel Springs

Steel is by far the most common spring material for the following reasons:

  • High strength – exceeding 400 ksi (2.76 GPa) tensile strength.
  • Low cost
  • Magnetic
  • Easy to form
  • Excellent fatigue properties
  • Resistance to creep
  • Great surface finish

Music Wire

Music wire is a high carbon plain steel that boasts upwards of a 400 ksi (2.76 GPa) tensile strength.  It is generally a material in the range of AISI 1070 to 1095.  Due to its high carbon content, it is not weldable.  (but why would you want to) These springs are readily available in a multitude of shapes and sizes as off the shelf parts.

The major down side is that music wire is only available in diameters up to 0.283” (7.2 mm).  Generally speaking, as the diameter of a material increases the strength reduces.  This is caused in the manufacturing process.  If a wire is very small, you can filter out most of the impurities during the forming process.  If that doesn’t happen, the wire will most likely break in the process or forming and a new wire is started.  Either way, that material doesn’t have impurities in it.  As you increase the diameter, it is harder to remove impurities and it is likely that you won’t break the material.  This is the reason that filament fiberglass is super strong, but a plate of the same glass is much weaker.

If you need a strong spring in larger diameters, there are three main choices: chrome silicone wire, oil tempered carbon (MB) wire and hard drawn carbon (MB) wire.  They are ordered in highest to lowest strength and as you can imagine, highest to lowest cost.

Chrome Silicon (Steel) Alloy Wire

This alloy wire leaves off where the music wire stops.  The line of strength vs diameter doesn’t change much.  This is however a much more expensive option costing roughly 1.7 times what music wire does.

Oil Tempered Carbon and Hard Drawn Carbon Wires are more popular with larger springs.  Of course, the reduction in carbon leads to decreased strength, but the cost will be lower as well.  Since the strength is reduced, the size and weight of the spring will increase.  Many times, these factors can justify the use of the chrome silicon wire instead.  Be sure to contact your local spring distributor if this is your concern.

Stainless Steels

Stainless steels contain at least 10% chromium.  Chrome is very corrosion resistant which is why people love to put chrome accessories on everything; they stay shiny for a long, long time.  When steel is infused with chrome it makes the steel less likely to corrode.  It also increases strength, ductility, toughness, wear resistance and hardenability.  However, there is a point of diminishing returns because the more chrome you put in, the more steel you take out.  As a result, stainless steel springs are generally weaker than their pure steel counterparts.

There are two types of stainless steels used in spring design; austenitic and precipitation hardened.  The austenitic springs are the 300 and 400 series alloys with 302 and 316 being the most popular for springs

Both of these alloys get their strength from cold working.  Interestingly, as the spring is worked, the magnetism of the material will increase.  The 302 has more magnetic properties than the 316 alloy even though both are categorized as non-magnetic.  Although the material properties are very similar, SS316 is the better choice.  It provides much better corrosion resistance with chemicals and seawater as well as able to be used in food applications.  This is due to its additional molybdenum content.  Neither material is hardenable.

Precipitation hardened steels are classified with their chrome and nickel content.  Common examples are 17-7 PH and 18-8 PH.  Precipitation hardened (PH) stainless steels offer higher strength, temperature ranges and corrosion resistance.  The most popular PH spring material is 17-7 PH and is used primarily in wave springs.  Another awesome benefit is this material can be used to temperatures of 650°F (343°C) without loss of strength.

Inconel X750 is another alloy used in spring design it is precipitation hardened like the 17-7 PH but also has aluminum and titanium added.  This material is great for really hot (700°F / 371°C) as well as cold environments used in cryogenic applications.  As a result, it used in very specialized applications such as nuclear reactors.

Elgiloy (yeah, it’s fun to say) is another stainless-steel alloy that has excellent corrosion resistance and strength properties that are close to music wire.  These springs are also non-magnetic and can be used in some medical applications.  The major drawback is that it is only available in very fine spring sizes, typically those less than 0.063 in (1.6 mm) outside diameter.  This is a good thing because as consumer products like cell phones and computers are getting smaller, the springs inside them need to be small as well.

Copper Alloys

Copper, bronze and brass are not common spring materials.  Their main use is for applications that the spring will conduct electricity such as battery terminal contacts.  The one standout among the group is Beryllium Copper.  It can withstand temperatures of 600°F (315°C) and is a great conductor of electricity.  However, it is ridiculously expensive at 3 to 4 times the cost of stainless-steel springs.

Plastic Springs

As our world changes, plastics are taking over.  They have been invading the spring market over the last few decades.  There are many advantages and disadvantages in designing with plastic springs.

Advantages

  • They are molded parts which allows for shapes and designs previously not possible when starting with a wire.
  • The strength to weight ratio is great for those applications where mass is critical
  • Highly resistant to corrosive chemicals such as strong acids or bases. 
  • The mechanical properties hold up in elevated temperatures
  • Non-magnetic – allowing for use in Ferro-sensitive environments
  • Electrically insulating
  • Available in a wide variety of colors
  • Recyclable and RoHS compliant

The main disadvantages are low tensile strength (compared to music wire), UV degradation and the propensity to suffer from creep

When designing a plastic spring, don’t think about coils.  Think about clips.  Plastic coils springs are not usually seen in the market, but once you train your brain to link about springs differently, you will see them everywhere.

Plastics are subject to UV degradation and lose their strength every year.  This is why car seat manufactures have expiration dates on their product. (Also, it helps them sell more product.)  The plastics manufacturer can provide you with data on the particular type of plastic and its strength vs UV exposure.  There are also UV inhibitor additives that improve the plastic’s performance.

The other problem is creep.  Plastics that are under constant load will creep and lose their mechanical properties.  Most steel springs are applied so that that are always compressed at least a little bit.  That is why coil springs should not plastic.

So, the best way to illustrate the idea plastic spring is with a life jacket clip.  We have used this type of clip for decades and never really thought of it as a spring.  Well, it is!  By squeezing the clip, we compress the ‘spring’ and after inserting it we release one cycle.  At this point, the load on the clip changes from bending (squeeze action) to an axial load as tension on the clip is applied.  The creep issue is eliminated from the design because the spring is actuated for only a few seconds, but it rests for very long periods of time.

The super cool thing about plastic springs is that they are molded.  This means that almost any shape can be designed and fabricated.  You are not subject to forming a spring out of a round wire so the sky’s the limit.   The only downside is paying for tooling and that can get expensive.  Fortunately, with 3D printing, you can run through several design iterations before investing the money in tooling.

Material Selection based on application

If you skipped down to this section, we have already discussed different materials and what their strengths and weaknesses are.  Now I will give some example applications and state the most common materials for that application in order from most to least common. 

General Purpose Springs

  1. Music Wire / Chrome -Silicon Alloy
  2. Oil Tempered Carbon
  3. Hard Drawn Carbon
  4. Stainless Steel 316
  5. Stainless Steel 302
  6. Elgiloy

Highly corrosive environment

  1. Stainless Steel 316
  2. Stainless Steel 302
  3. Plastics
  4. Inconel X750
  5. Stainless Steel 17-7 PH
  6. Elgiloy

Electrical Conduction

  1. Beryllium Copper
  2. Copper / Brass / Bronze
  3. Any steel-based spring

Electrical Isolation

  1. Plastic

Medial (Ferro-Sensitive) Applications

  1. Plastics
  2. Elgiloy
  3. Stainless Steel 316
  4. Copper / Brass / Bronze

Nuclear Applications

  1. Inconel X750
  2. Some Plastics

Extreme high temperatures

  1. Stainless Steel 316
  2. Plastics
  3. Elgiloy

Extreme high temperatures

  • Inconel X750* (700°F / 371°C)
  • Stainless Steel 17-7 PH (650°F / 343°C)
  • Elgiloy (650°F / 343°C)
  • Beryllium Copper (600°F / 316 °C)
  • Stainless Steel 316 (550°F / 288°C)
  • Stainless Steel 302 (550°F / 288°C)
  • Chrome -Silicon Alloy (425°F / 218°C)
  • Oil Tempered Carbon (350°F / 177°C)
  • Music Wire (250°F / 121°C)
  • Hard Drawn Carbon (250°F / 121°C)
  • Copper / Brass / Bronze (212°F / 100°C)
  • Plastics (See manufacturer)

*some tempers can allow up to 1000°F (538°C)

Extreme low temperatures

  1. Inconel X750

Toys

  1. Plastics
  2. Music Wire
  3. Elgiloy

Cost

The one thing that has been sprinkled throughout the article is cost.  Unfortunately, us engineers don’t live in a vacuum; we need to make decisions that deliver a good product but also one that people can afford.  Springs are not usually one of the areas that I like to cut corners on, but there are certain things within you control than might just allow you to use a less expensive spring without sacrificing quality.

Change the environment:  Often times a spring is visible to the eye when installed on the machine.  This means that it is subject to corrosion from every day hazards like water (rain or dew) or road salt debris.  These things can significantly reduce a springs lifespan so a more expensive material is used like stainless steel.  However, if we give the spring a better protective coating (yellow zinc chromate for example) and shield if from debris and water coming in while allowing water to exit, it might just be protected enough to switch to a music wire spring. 

For plastic springs subject to UV degradation, can the life of the spring be extended by hiding it from the sun?  If so, you may be able to reduce the size and shape considerably because the material properties won’t change much over time.

Conclusion

As I mentioned before, it is hard to select the right material for a spring.  There are so many criteria that effect the ultimate material selection.  As we find in all engineering tasks, there is no ultimate material; so, we need to compromise.  You may find that the best decision is to replace a less expensive spring on regular intervals to keep its corrosion protection in place while saving money.

This guide should help to steer you in the right direction for your spring application.  Good Luck!

The Best Guide to Two Stage Hydraulic Pumps

Two stage pumps, often called log splitter pumps, are a great way to get better performance without increasing horsepower.

A two-stage hydraulic pump is two gear pumps that combine flow at low pressures and only use one pump at high pressures.  This allows for high flow rates at low pressures or high pressures at low flow rates.  As a result, total horsepower required is limited.

Watch This Video:

Before we can see how the two gear pumps work together, we first need to understand how a gear pump works.

Gear Pumps

A pump is simply a device that takes oil, usually from a reservoir, and moves it to somewhere else.  Take note that a pump’s job is to move oil, not to create pressure.  The pressure is a byproduct created outside the pump caused by resistance to fluid flow. 

If you add a pressure gage to your garden hose you can experiment with this.  If you turn on the hose with no attachments, you will see that there is very little pressure.  This is because there is no resistance.  When you start adding attachments or put your thumb over the end, you will see pressure build.

How to determine flow

Pumps are rated at their maximum displacement.  This is the maximum amount of oil that is produced in a single rotation.  This is usually specified in cubic inches per revolution (cipr) or cubic centimeters per revolution (ccpr).  Flow is simply the pump displacement multiplied by the rotation speed (usually RPM) and then converted to gallons or liters.  For example, a 0.19 cipr pump will produce 1.48 gallons per minute (gpm) at 1800 rpm.

Where Q is the flow in gallons per minute, Δ is the pump displacement in cubic inches per revolution and N is the number of revolutions per minute.

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Simply put, gear pumps are positive displacement pumps and are the simplest type you can purchase. Positive displacement means that every time I rotate the shaft there is a fixed amount of oil coming out.  In the diagram shown here, oil comes in the bottom and is pressurized by the gears and then moves out the top.  The blue gear will spin clockwise. These pumps are small, inexpensive and will handle dirty oil well.  As a result, they are the most common pump type on the market.

When I first had my log splitter, it had simple gear pump on it.  The pump displacement was sized so that it put out the maximum horsepower the engine could at 3000 psi.  As a result, it was incredibly slow!

I found that I was constantly waiting for the cylinder to stroke so that I could insert the next piece.  I was really good at determining how much stroke I would need so that wasn’t wasting time over stroking the cylinder.

One day, the pump stopped working.  Yea!  I then looked to putting a larger pump and possibly larger engine on the splitter or even a regenerative circuit.  But my mind also went to another type of pump, the piston pump.

A piston pump is a variable displacement pump and will produce full flow to no flow depending on a variety of conditions.  There is no direct link between shaft rotation and flow output.  In the diagram below, there are eight pistons (mini cylinders) arranged in a circle.  The movable end is attached to a swashplate which pushes and pulls the pistons in and out of the cylinder.  The pistons are all attached to the rotating shaft while the swashplate stays fixed.  Oil from the inlet flows into the cylinders as the swashplate is extending the pistons.  When the swashplate starts to push the pistons back in, this oil is expelled to the outlet. 

To change the displacement, the angle of the swashplate is changed.  The more perpendicular the swashplate is to the shaft, the smaller the flow.  The pump displacement will diminish to zero as the outlet pressure nears the maximum system pressure.

Piston pumps can also have a torque limiting or horsepower limiting option.  Torque limiting monitors the torque on the pump shaft and will minimize the displacement of the pump.  Torque limiting allows the pump to output the maximum flow at any pressure which prevents your engine from stalling or a motor from burning up.  This is quite common to see in applications where large amounts of fluid flow are needed at low pressures, but when operating at high pressures, the flow can be much less. 

Why not use a piston pump?

A piston pump with horsepower limiting finds it’s almost ideal application on a log splitter.  The piston pump will always be putting out the maximum flow at any given pressure while maintaining the same horsepower. 

If we look at the usage of a log splitter, we find that essentially no pressure is required to move the cutter head to the log, but once contact is made, pressure builds and flow is reduced.  The piston pump would provide all the flow we need at the low pressures and all the pressure we need at when splitting.

So why don’t we use a piston pump?  Easy, it’s money.  Lots of money.  A piston pump is so much more expensive that it is not practical option.  My mentor would say, “It is a golden machine that I cannot afford.”   Gear pumps are inexpensive and reliable.  You can get many gear pumps for the price of one piston pump.

So now the focus is turned to having two or more gear pumps that can be turned on or off.    In most cases, you want to turn the pump off when pressures get to certain thresholds.  This is exactly what a two-stage pump is.  We have two pumps and turn one of them off when the pressure gets to a certain level. 

So, we don’t actually turn one of the pumps off.  It is very difficult to mechanically disconnect the pump, but we do the next best thing.  So earlier in the article I mentioned that pumps move oil they don’t create pressure.  Keeping this in mind, we can simply recirculate the oil from the pressure side back to the tank side.  Simple.   So, let’s look at this as a schematic.

Video Guide to Article:

How A Two Stage Gear Pump Works

We can see that our two pumps are always connected to the shaft and our motor or engine will turn the shaft.  The pump on the left is the high displacement or high flow pump and the one on the right is the low flow pump.  Since they are gear pumps, every revolution produces the same amount of fluid in the pressure port.  At low pressures, the two flows are combined at the outlet as the high flow pump moves oil through the check valve.  This gives us our high flow rate.  In the log splitter, this would be used to run the system right up to the log that needs splitting.  As the cylinder starts to exert force on the log, the pressure will build.  At the current high flow, even medium pressures will stall out the motor.  It is time to turn off the pump!  It should be obvious to turn off the high flow pump, but I’ll make it clear: turn off the high flow pump. 

Turning off the pump

Luckily, turning off the pump is quite simple and only involves two components: a check valve and an unloader valve.  The check valve is there to keep the higher-pressure oil from the low flow pump separate from the oil in the high flow pump.  The higher-pressure oil from the low flow pump will shift the unloader valve by compressing the spring.  This allows flow from the high flow pump to return to the suction line of the pump.  Many pumps have this return line internal to the pump, so there is no additional plumbing needed.  At this point, the high flow pump uses little to no power to perform this action.  You will notice that the cylinder speed slows dramatically.  As the log splits apart, the pressure may drop causing the unloader valve to close again.  At this point, the flows will combine again.  This process may repeat several times during a single split.

The graph above shows the overlay of a performance curve of a piston pump and two stage gear pumps.  As you can see, the piston pump between 700 psi and 3000 psi will deliver the maximum HP that our engine can produce and as a result, it will have maximum speed.  Unfortunately, it will also have maximum cost.  If we are willing to sacrifice a little performance, the two-stage pump will work very well.  Most of our work is done under 500 psi where the two pumps have identical performance.  As pressure builds, the gear pump will be at a slight disadvantage, but with good performance.  The amount of time we spend in this region of the curve is very little and it would be hard to calculate the time wasted.

Looking at power consumed vs pressure tells us another benefit of using a two-stage pump.  The piston pump gives us the best performance, but is almost always using the maximum power available.  This means more fuel consumption.  The single stage gear pump gives us the best fuel consumption, but the worst performance.

The two-stage gear pump gives great performance and is good on fuel consumption and price.  It is the best all around choice when two distinct performance curves are needed.

After the pump on my log splitter died, I replaced it with a two-stage pump.   While I was missing out on the full benefits of the piston pump, there was a tremendous increase in my output (logs/hr.).  I noticed that instead of me waiting on the cylinder to be in the right position, I was now the hold up.  I couldn’t get the logs in and positioned fast enough.  What a difference!

Not just used for log splitting: While they are called ‘log splitter valves’, two-stage pumps are used in many other applications.  Currently, I am working on a machine that uses a 6.5 cipr piston pump that is limited at 25 HP.  We are having some issues with the pump and as a backup plan, we are looking at a multiple stage gear pump system to replace it.  We are able to do this because we have clearly defined pressure and flow zones. 

One drawback of a system like this is that when the pressure switches from one zone to another, the flow will change dramatically.  This can create problems of unintended motion especially if the pressure might cross the threshold many times.

For the example given above, it is similar to a log splitter in the way that it needs large pressures to break an object free and then lots of flow to move it quickly.  There are other functions, but they can operate in the higher-pressure zone with minimal performance impact.  One benefit in this design is that I can actually increase my flow in the low-pressure zone from 50 gpm to 60 gpm (or even higher).

Not only two stages.  Another thing to not lose sight of is that you can have more than two stages.  Many times, two stages will work great, but there might be another intermediate stage that needs to be added.  No problem.  You can add as many pumps as you need and have the unloader set for each as needed.  I recommend getting pumps that can be close coupled so that there is no need for shaft couplers.

As you go from a standard two-stage pump to your own custom design, you will find that you will need to add the check valve and unloader separately.  However, there are many available cartridges manifold out there already that make this simple.  Some even have relief valves built in!

How to Determine if your Hydraulic Pump is Working Properly

Conclusion

Two stage pumps are wonderful creations!  They allow for better utilization of pressure, flow and power by giving you two performance curve areas.  They also show their versatility in conserving power which leads to energy savings while remaining inexpensive.  A lot of these pumps come pre-made and preset, but you can make your own!  See if your next project can get a boost from one of these wonderful devices.

Video-Simple Gear Design – Tooth Strength and the Lewis Form Factor

In this video, Corey explains how the maximum tangential force is determined for your gear tooth.

Excited to Learn More About Gears? 

Sign up for Mentored Engineer’s FREE Comprehensive Gear Design Master Class ($500 Value) that includes his Planetary Gear Calculator ($250 Value) and weekly Mentored Engineer Newsletter

The Comprehensive Gear Design Master Class is a 17 part series of videos and text where you will learn:

  • How to size gears so they mesh
  • Calculate the stress on the gear teeth
  • Calculate gear ratios in planetary system

After completing this course you will be able to correctly design and spec gear boxes for your applications the first time.

The course and the calculator have a combined value of over $750! for FREE

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