HELICAL SPRINGS
aay armel
he Spring Research Association
ublished for the Design Council,
e British Standards Institution and
e Council of Engineering Institutions
by Oxford University oe
|ENGINEERING DESIGN GUIDES 08
HELICAL SPRINGS
prepared by
The Spring Research Association on behalf of
the United Kingdom Atomic Energy Authority
Published for the Design Council,
the British Standards Institution, and
the Council of Engineering Institutions,
in conjunction with the United kingdom
‘Atomic Energy Authority by
Oxford University Press
{dtorial Advisory Board
Des Moule Chaimnan CBE.CEng FANE FRACS.
HG, Conway CBEMA HonD Sc Ging FIMeChE FRACS.
De. Castod Cg FICE F1Stact CGS, MGons
MajorGeneral MUL Gavin CB CBE
Copyright (the United Kingdom Atomic Energy Authority 1974
A ighs reserved No part of this publication may be erode
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Contents
Introduction
Initial design considerations
Functional classification
Category 1: springs requiring no load
measurements
Category 2: springs requiring one
loadilength measurement
Category 3: springs requiring two or more
load length measurements,
Category 4: springs requiring
measurement of rate
Selection of materials
Carbon steels and alloy steels
Stainless steels (nickel-chromium steels)
Copper and copper alloys
Nickel alloys
Other materials for special applications
ubleation. and the United
tents eae nh the aan
Materials to be used in some common
environments
Corrosive environments
Flevated temperatures
Low temperatures,
Nuclear irradiation
Fatigue conditions
Working stresses
Shot-peening
Vapour-blasting and dry honing
Static conditions
Limiting factors
Dynamic loading of springs
Spring index
Compression springs
Tension springs
Spring ends
Compression springs
Tension spring ends
Appendix 1: Calculations
Notation
Basic formulae
General relationships for use with
compression springs.
Relationships for use with tables (see
‘Appendix 3) when desired spring rate is
known (compression springs)
Natural frequency of vibration
Buckling
Telescopic and nested springs
Example of a design calculation for a
compression spring
General relationships for use with tension
springs
Relationships for use with tables (see
Appendix 3) when desired spring rate is
known (tension springs)
Stresses in end hooks (tension springs)
Example of a design calculation for a
tension spring
‘Appendix 2: Specification
Tolerances
Heat-treatment
Protective finishes
Presentation of data
Appendix 3: Tables
British Standards
Ministry of Defence Specifications
Bibliography
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30Introduction
In order to specify a spring for a particular applica-
tion, the designer will normally be aware of the
approximate forces and the degree of accuracy
required, together with the environmental con-
ditions in which the spring must operate.
From this basic information itis logical to select
a material from which the cheapest spring can be
made to provide a satisfactory performance in
the given environmental conditions. A maximum,
permissible stress can then be determined, which
together with the load requirements will enable
suitable dimensions to be selected. Details of
practical spring calculations and. specifications
are given in Appendixes 1 and 2 and extensive
tables of spring properties in Appendix 3.
Before starting to design a new spring, con-
sideration should be given to standard stock
commercial springs. However, these should not
bbe used where the function is of vital importance
or where a full specification for replacement
purposes is required, since the material specifica-
tions and precise characteristics of commercial
springs may be difficult to establish, Most large
design organizations set up a ‘bank’ of spring,
designs already in production to encourage,
wherever possible, the use of existing items.
Initial design considerations
Where design considerations permit the choice of
using a spring either in compression or in tension.
the former is to be preferred, because the con:
centration of stress which occurs at the ends of
tension springs will result in loss of performance.
It is strongly recommended that, wherever
possible, springs should be designed before the
details of housings or other adjacent parts have
been finally established. This procedure will mini-
mize restrictions on the design of the spring by
ensuring that adequate space is allowed for its
accommodation
Wireshouldbe of circular ratherthan rectangular
section, since the only advantages of rectangular
section springs are that they can be designed to,
give greater volumetric efficiency and that they
have superior resistance to buckling Wire of
Circular section is cheaper, has a superior surface
condition, and is much easier to obtain than that
of rectangular section,
For maximum volumetric efficiency, nested
springs in parallel should be considered. In such
cases the solid length, including end coils of the
outer spring in a nest, should be slightly greater
than that of the inner spring or springs. Adjacent
springs should be wound in opposite directions to
prevent interference
In cases where the deflection is large in relation
to the length of housing available, nested springs
in series (that is, telescopic springs) may be an.
advantage.
Functional classification
The designer should classify every spring according
to its functional requirements into one of the
following four categories, putting as many as
possible into category 1 since these are the easiest
to make, while categories 2, 3, and 4 become
progressively more difficult.
Category 1: springs requiring no load
measurements
These are sufficient where the load exerted by the
spring is not of great importance and is fixed
arbitrarily for design purposes, such as when
operating a simple locking plunger.
Category 2: springs requiring one loadilength
measurement
These are adequate where theload at one operating
length must fall within definite limits, but where
the loads at other deflections are not particularly
important.
Category 3: springs requiring two or more
loadilength measurements
These should be used only when accurate control
of the load at two or more specific points through:
‘out the operating range is necessary.
Category 4: springs requiring measurement ol rate
These should be used only when a definite rate is