Chapter 3 Torsion

3.1 Introduction
Torsion : twisting of a structural member,
when it is loaded by couples that produce
rotation about its longitudinal axis

T1 = P1 d1 T2 = P2 d2

the couples T1, T2 are called

torques, twisting couples or twisting
moments
unit of T : N-m, lb-ft
in this chapter, we will develop formulas
for the stresses and deformations produced
in circular bars subjected to torsion, such as
drive shafts, thin-walled members
analysis of more complicated shapes required more advanced method
then those presented here
this chapter cover several additional topics related to torsion, such
statically indeterminate members, strain energy, thin-walled tube of
noncircular section, stress concentration, and nonlinear behavior

3.2 Torsional Deformation of a Circular Bar

consider a bar or shaft of circular cross section twisted by a couple T,
assume the left-hand end is fixed and the right-hand end will rotate a small
angle , called angle of twist

1
 if every cross section has the same radius and subjected to the same
torque, the angle (x) will vary linearly between ends
under twisting deformation, it is assumed
1. plane section remains plane
2. radii remaining straight and the cross sections remaining plane and
circular
3. if  is small, neither the length L nor its radius will change
consider an element of the bar dx, on its outer surface we choose an
small element abcd,

during twisting the element rotate a small angle d, the element is in
a state of pure shear, and deformed into ab'c'd, its shear strain 
max is

b b' r d

max = CC = CC
ab dx

2
 d/ dx represents the rate of change of the angle of twist , denote
 = d/ dx as the angle of twist per unit length or the rate of twist, then

max 
= r
in general,  and  are function of x, in the special case of
pure torsion,  is constant along the length (every cross section is
subjected to the same torque)

     r
 = C then 
max = CC
L L

and the shear strain inside the bar can be obtained


 = 

= C max
r

for a circular tube, it can be obtained

r1

min

= C max
r2

the above relationships are based only upon geometric concepts, they are
valid for a circular bar of any material, elastic or inelastic, linear or nonlinear

3.3 Circular Bars of Linearly Elastic Materials

shear stress  in the bar of a linear
elastic material is
 = G

G : shear modulus of elasticity

3
 with the geometric relation of the shear strain, it is obtained


max = Gr

 = G 
 = Cmax
r

 and  in circular bar vary linear with the radial distance  from
the center, the maximum values 
max and 
max occur at the outer surface
the shear stress acting on the plane of the
cross section are accompanied by shear
stresses of the same magnitude acting on
longitudinal plane of the bar
if the material is weaker in shear on
longitudinal plane than on cross-sectional
planes, as in the case of a circular bar made of wood, the first crack due
to twisting will appear on the surface in longitudinal direction
a rectangular element with sides at 45 o to
the axis of the shaft will be subjected to
tensile and compressive stresses

The Torsion Formula

consider a bar subjected to pure torsion,
the shear force acting on an element dA
is dA, the moment of this force about
the axis of bar is 
dA

dM = 
dA

4
equation of moment equilibrium

T = ∫ dM = ∫ 
dA =∫ G 2 dA = G ∫ 
2 dA
A A A A

= G Ip [ = G ]

in which Ip = ∫ 2 dA is the polar moment of inertia

A

r4 d4
Ip = CC = CC for circular cross section
2 32

the above relation can be written

T
 = CC
G Ip

G Ip : torsional rigidity

the angle of twist  can be expressed as

TL
 = L = CC  is measured in radians
G Ip

L
torsional flexibility f = CC
G Ip
G Ip
torsional stiffness k = CC
L
and the shear stress is

T T
 = G 
 = G CC = CC
G Ip Ip

the maximum shear stress 

max at  = r is

5
 Tr 16 T

max = CC = CC
Ip d3

for a circular tube

Ip = (r24 - r14) / 2 = (d24 - d14) / 32

if the hollow tube is very thin

Ip  (r22 + r12) (r2 + r1) (r2 - r1) / 2

= (2r2) (2r) (t) = 2 r3 t = d3 t / 4

limitations
1. bar have circular cross section (either solid or hollow)
2. material is linear elastic
note that the above equations cannot be used for bars of noncircular
shapes, because their cross sections do not remain plane and their maximum
stresses are not located at the farthest distances from the midpoint

Example 3-1
a solid bar of circular cross section
d = 1.5 in, L = 54 in, G = 11.5 x 106 psi
(a) T = 250 lb-ft, 
max,  = ?
o
(b) 
all = 6000 psi, all = 2.5 , T=?

(a) 16 T 16 x 250 x 12 in-lb


max = CC = CCCCCCCC = 4530 psi
d3 



(1.5 in)3
Ip = d4 / 32 = 0.497 in4
TL 250 x 12 x 54
= CC = CCCCCCCC = 0.02834 rad = 1.62o
G Ip 11.5 x 106 x 0.497

6
 (b) due to 
all = 6000 psi

T1 = d3  3
all / 16 = 1.5 x 6000 / 16 = 3980 in-lb = 331 lb-ft

due to all = 2.5o =

2.5 x rad / 180o = 0.04363 rad

T2 = G Ip all / L = 11.5 x 106 x 0.497 x 0.04363 / 54

= 4618 in-lb = 385 lb-ft

thus Tall = min [T1, T2] = 331 lb-ft

Example 3-2
a steel shaft of either solid bar or circular tube
T = 1200 N-m, 
all = 40 MPa
all = 0.75o / m G = 78 GPa
(a) determine d0 of the solid bar
(b) for the hollow shaft, t = d2 / 10, determine d2
(c) determine d2 / d0, Whollow / Wsolid

(a) for the solid shaft, due to 

all = 40 MPa
d03 = 16 T / 
all = 16 x 1200 / 40 = 152.8 x 10-6 m3
d0 = 0.0535 m = 53.5 mm
due to all = 0.75o / m = 0.75 x rad / 180o / m = 0.01309 rad / m
Ip = T / G all = 1200 / 78 x 109 x 0.01309 = 117.5 x 10-8 m4
d04 = 32 Ip /  = 32 x 117.5 x 10-8 /  = 1197 x 10-8 m4
d0 = 0.0588 m = 58.8 mm
thus, we choose d0 = 58.8 mm [in practical design, d0 = 60 mm]

(b) for the hollow shaft

d 1 = d 2 - 2 t = d2 - 0.2 d2 = 0.8 d2

7
 Ip = (d24 - d14) / 32 = [d24 - (0.8d2)4] / 32 = 0.05796 d24
due to 
all = 40 MPa
Ip = 0.05796 d24 = T r /
all = 1200 (d2/2) / 40
d23 = 258.8 x 10-6 m3 d2 = 0.0637 m = 63.7 mm
due to all = 0.75o / m = 0.01309 rad / m
all = 0.01309 = T / G Ip = 1200 / 78 x 109 x 0.05796 d24
d24 = 2028 x 10-8 m4 d2 = 0.0671 m = 67.1 mm
thus, we choose d0 = 67.1 mm [in practical design, d0 = 70 mm]

(c) the ratios of hollow and solid bar are

d2 / d0 = 67.1 / 58.8 = 1.14

Whollow Ahollow (d22 - d12)/4
CCC = CCC = CCCCCC = 0.47
Wsolid Asolid d02/4

the hollow shaft has 14% greater in diameter but 53% less in weight

Example 3-3
a hollow shaft and a solid shaft has same
material, same length, same outer radius R,
and ri = 0.6 R for the hollow shaft

(a) for same T, compare their, , and W
(b) determine the strength-to-weight ratio

(a) ∵  = T R / Ip  = T L / G Ip
∴ the ratio of  or  is the ratio of 1 / Ip
(Ip)H = R2 /2 - (0.6R)2 /2 = 0.4352 R2
(Ip)S = R2 /2 = 0.5 R2
(Ip)S / (Ip)H = 0.5 / 0.4352 = 1.15

8
 thus 1 = 
H/
S = (Ip)S / (Ip)H = 1.15
also 2 = H / S = (Ip)S / (Ip)H = 1.15
3 = WH / WS = AH / AS = [R2 - (0.6R)2] / R2 = 0.64

the hollow shaft has 15% greater in  and , but 36%

decrease in weight

(b) strength-to-weight ratio S = Tall / W

4
TH =
max Ip / R =
max (0.4352 R ) / R = 0.4352 R3 
max
4
TS = 
max Ip / R = 
max (0.5 R ) / R = 0.5 R3 
max

WH = 0.64 R2 L 
  WS = R2 L 
thus SH = TH / WH = 0.68 
max R / L

SS = TS / WS = 0.5 
max R / L

SH is 36% greater than SS

3.4 Nonuniform Torsion

(1) constant torque through each segment

TCD = - T1 - T2 + T3
TBC = - T1 - T2 TAB = - T1
n n Ti Li
 = i = CC
i=1 i=1
Gi Ipi

(2) constant torque with continuously varying

cross section
T dx
d = CCC
G Ip(x)
L L T dx
 = ∫ d = ∫ CCC
0 0
G Ip(x)

9
 (3) continuously varying cross section and
continuously varying torque
L L T(x) dx
 = ∫ d = ∫ CCC
0 0
G Ip(x)

Example 3-4
a solid steel shaft ABCDE, d = 30 mm
T1 = 275 N-m T2 = 450 N-m
T3 = 175 N-m G = 80 GPa
L1 = 500 mm L2 = 400 mm
determine 
max in each part and BD

TCD = T2 - T1 = 175 N-m

TBC = - T1 = - 275 N-m
16 TBC 16 x 275 x 103

BC = CCC = CCCCCC = 51.9 MPa
d3 303
16 TCD 16 x 175 x 103

CD = CCC = CCCCCC = 33 MPa
d3 303
BD = BC + CD
d4 


304
Ip = CC = CCC = 79,520 mm2
32 32
TBC L1 - 275 x 103 x 500
BC = CCC = CCCCCCCC = - 0.0216 rad
G Ip 80 x 103 x 79,520
TCD L2 175 x 103 x 400
CD = CCC = CCCCCCCC = 0.011 rad
G Ip 80 x 103 x 79,520
BD = BC + CD = - 0.0216 + 0.011 = - 0.0106 rad = - 0.61o

10
Example 3-5
a tapered bar AB of solid circular
cross section is twisted by torque T
d = dA at A, d = dB at B, dB ≧ dA
determine 
max and  of the bar

(a) T = constant over the length,

thus 
max occurs at dmin [end A]
16 T

max = CCC
 dA3


(b) angle of twist
dB - dA
d(x) = dA + CCC x
L
4
d  dB - dA 4
Ip(x) = CC = C (dA + CCC x)
32 32 L

then L T dx 32 T L dx
 = ∫ CCC = CC ∫ CCCCCCC
0 0
G Ip(x) G dB - dA 4
(dA + CCC x)
L

to evaluate the integral, we note that it is of the form

dx 1
∫CCCC = - CCCCC
(a + bx)4 3 b (a + bx)3

if we choose a = dA and b = (dB - dA) / L, then the

integral of  can be obtained

32 T L 1 1
 = CCCCCC ( CC - CC )
3G(dB - dA) dA3 dB 3

11
 a convenient form can be written

TL 2 + + 1
 = CCC ( CCCCC )
G IpA 3 3

where  = dB / dA IpA = dA4 / 32

in the special case of a prismatic bar, = 1, then  = T L / G Ip

3.5 Stresses and Strains in Pure Shear

for a circular bar subjected to torsion,
shear stresses act over the cross sections
and on longitudinal planes
an stress element abcd is cut
between two cross sections and between
two longitudinal planes, this element is in a
state of pure shear
we now cut from the plane stress
element to a wedge-shaped element, denote
A0 the area of the vertical side face, then
the area of the bottom face is A0 tan ,
and the area of the inclined face is A0

sec
summing forces in the direction of 

A0 sec
 = A0 sin
 + A0 tan
cos

or  = 2 sin
cos
 = sin 2

summing forces in the direction of 



12
   = A0 cos
A0 sec  - A0 tan
sin

or 
 = (cos2 - sin2) = cos 2

 and 
 vary with h is plotted in figure

)max = 
( at = 0o
)min = - 
( at = 90o
()max = 
 at = 45o
the state of pure shear stress is
equivalent to equal tensile and compressive
stresses on an element rotation through an
angle of 45o
if a twisted bar is made of material that
is weaker in tension than in shear, failure
will occur in tension along a helix inclined
at 45o, such as chalk

Strains in pure shear

if the material is linearly elastic
 = / G
where G is the shear modulus of elasticity
consider the strains that occur in an
element oriented at = 45o, max = 
applied at 45o and min = -  applied at
= - 45o
then at = 45o
max min  


 

max = CC - CC = C + CC = C (1 + 
)
E E E E E

13
 at = - 45o  = -
max = - (1 + 
)/E

it will be shown in next section the following relationship





max = C
2

Example 3-6
a circular tube with do = 80 mm, di = 60 mm
T = 4 kN-m G = 27 GPa
determine (a) maximum tensile, compressive
and shear stresses (b) maximum strains

(a) the maximum shear stress is

Tr 4000 x 0.04

max = CC = CCCCCCCCC = 58.2 MPa
Ip 
C [(0.08)4 - (0.06)4]
32

the maximum tensile and compressive stresses are

t = 58.2 MPa at  = - 45o

c = - 58.2 MPa at  = 45o

(b) maximum strains


max = 
max / G = 58.2 / 27 x 103 = 0.0022
the maximum normal strains is

max = 
max / 2 = 0.011

14
 i.e. 
t = 0.011 
c = - 0.011

3.6 Relationship Between Moduli of Elasticity E, G and 

an important relationship between
E, G and  can be obtained
consider the square stress element
abcd, with the length of each side
denoted as h, subjected to pure
shear stress 
, then
 = / G
the length of diagonal bd is √2 h,
after deformation

Lbd = √2 h (1 + 
max)

using the law of cosines for abd

2 
  





  
2 2 2 2
Lbd = h + h - 2 h cos ( C + ) = 2 h [ 1 - cos ( C + )]
2 2
2

      
then (1 + 
max ) = 1 - cos ( C + ) = 1 + sin 
2
2
thus 1 + 2
max + 
max = 1 + sin 

2
∵ 
max is very small, then  max → 0, and sin  → 
the resulting expression can be obtained


max = / 2

with 
max = (1 + 
)/E and  = / G

15
 the following relationship can be written

E
G = CCCC
2 (1 + 
)

thus E, G and  are not independent properties of a linear elastic

material

3.7 Transmission of Power by Circular Shafts

the most important use of circular shafts is to transmit mechanical power,
such as drive shaft of an automobile, propeller shaft of a ship, axle of bicycle,
torsional bar, etc.
a common design problem is the determination of the required size of a
shaft so that it will transmit a specified amount of power at a specified speed
of revolution without exceeding the allowable stress
consider a motor drive shaft, rotating at angular speed , it is
transmitting a torque T, the work done is
W = T 
 [T is constant for steady state]
where  is angular rotation in radians, ant the power is dW / dt

dW d
P = CC = T CC = T    : rad / s
dt dt
∵  = 2 f f is frequency of revolution f : Hz = s-1
∴ P = 2 f T
denote n the number of revolution per minute (rpm), then n = 60 f

2 n T
thus P = CCCC (n = rpm, T = N-m, P = W)
60

in U.S. engineering practice, power is often expressed in horsepower (hp),

16
1 hp = 550 ft-lb / s, thus the horsepower H being transmitted by a
rotating shaft is

2 n T 2 n T
H = CCCC = CCCC (n = rpm, T = lb-ft, H = hp)
60 x 550 33,000
1 hp = 550 lb-ft/s = 550 x 4.448 N x 0.305 m/s = 746 N-m / s
= 746 W (W : watt)

Example 3-7
H = 40 hp, 
all = 6000 psi
(a) n = 500 rpm, determine d
(b) n = 4000 rpm, determine d

(a) 33,000 H 33,000 x 40

T = CCCC = CCCCC = 402.2 lb-ft = 5042 lb-in
2 n 2 x 500
16 T 16 T 16 x 5042

max = CC d3 = CC = CCCC = 4.28 in3
d 3  all 6000
d = 1.62 in

(b) 33,000 H 33,000 x 40

T = CCCC = CCCCC = 52.52 lb-ft = 630.3 lb-in
2 n 2 x 4000
3
16 T 16 x 630.3
d = CC = CCCCC = 0.535 in3
 all 6000
d = 0.81 in

the higher the speed of rotation, the smaller the required size of the size

17
Example 3-8
a solid steel shaft ABC, d = 50 mm
motor A transmit 50 kW at 10 Hz
PB = 35 kW, PC = 15 kW
determine 
max and AC, G = 80 GPa

PA 50 x 103
TA = CC = CCCC = 796 N-m
2 f 2 10
similarly PB = 35 kN TB = 557 N-m
PC = 15 kN TC = 239 N-m
then TAB = 796 N-m TBC = 239 N-m
shear stress and angle of twist in segment AB

16 TAB 16 x 796

AB = CCC = CCCC = 32.4 MPa
d 3 503
TAB LAB 796 x 1.0
AB = CCC = CCCCCCC = 0.0162 rad
G Ip 
 







80 x 10 C 0.054
9

32
shear stress and angle of twist in segment BC

16 TBC 16 x 239
BC = CCC = CCCC = 9.7 MPa
3 3
d 50
TBC LBC 239 x 1.2
AB = CCC = CCCCCCC = 0.0058 rad
G Ip 
 







80 x 109 C 0.054
32
∴ 
max = 
AB = 32.4 MPa
AC = AB + BC = 0.0162 + 0.0058 = 0.022 rad = 1.26o

18
3.8 Statically Indeterminate Torsional Members
torsional member may be statically indeterminate if they are constrained
by more supports than are required to hold them in static equilibrium, or the
torsional member is made by two or more kinds of materials
flexibility and stiffness methods may be used
only flexibility method is used in the later
discussion
consider a composite bar AB fixed at A
the end plate rotates through an angle 
T1 and T2 are developed in the
solid bar and tube, respectively
equation of equilibrium

T1 + T2 = T

equation of compatibility

1 = 2

torque-displacement relations

T1 L T2 L
1 = CCC 2 = CCC
G1 Ip1 G2 Ip2

then the equation of compatibility becomes

T1 L T2 L
CCC = CCC
G1 Ip1 G2 Ip2

now we can solve for T1 and T2

G1 Ip1 G2 Ip2
T1 = T ( CCCCCC ) T2 = T ( CCCCCC )
G1 Ip1 + G2 Ip2 G1 Ip1 + G2 Ip2

19
 and
TL

  = CCCCCC
G1 Ip1 + G2 Ip2

Example 3-9
a bar ACB is fixed at both ends
T0 is applied at point C
AC : dA, LA, IpA
CB : dB, LB, IpB
determine (a) TA, TB (b) 
AC, 
CB (c) C

equation of equilibrium
TA + TB = T0

equation of compatibility

1 + 2 = 0

torque-displacement equations

1 = T0 LA / G IpA
TB LA TB LB
2 = - CCC - CCC
G IpA G IpB

then the equation of compatibility becomes

T0 LA TB LA TB LB
CCC - CCC - CCC = 0
G IpA G IpA G IpB

TA and TB can be solved

LB IpA LA IpB
TA = T0 ( CCCCCC ) TB = T0 ( CCCCCC )
LB IpA + LA IpB LB IpA + LA IpB

20
 if the bar is prismatic, IpA = IpB = Ip

then T0 LB T0 LA
TA = CC TB = CC
L L

maximum shear stress in AC and BC are

T A dA T0 LB dA

AC = CCC = CCCCCCC
2 IpA 2 (LB IpA + LA IpB)
TB dB T0 LA dB

CB = CCC = CCCCCCC
2 IpB 2 (LB IpA + LA IpB)

angle of rotation at section C is

TA LA TB LB T0 LA LB
C = CCC = CCC = CCCCCCC
G IpA G IpA G (LB IpA + LA IpB)

if the bar is prismatic, IpA = IpB = Ip

then T0 LA LB
C = CCCC
G L Ip

3.9 Strain Energy in Torsion and Pure Shear

consider a prismatic bar AB
subjected to a torque T, the bar twists an
angle 
if the bar material is linear elastic, then
the strain energy U of the bar is

U = W = T / 2
∵  = T L / G Ip

21
 then T2 L G Ip 2
U = CCC = CCC
2 G Ip 2L

if the bar is subjected to nonuniform torsion, then

n n Ti2 Li
U = Ui = CCC
i=1 i=1
2 Gi Ipi

if either the cross section or the torque varies along the axis, then

[T(x)]2 dx [T(x)]2 dx
L
dU = CCCC U = ∫dU = ∫ CCCC
0
2 G Ip(x) 2 G Ip(x)

strain energy density in pure shear

consider a stressed element with each
side having length h and thickness t,
under shear stress  with shear strain

the shear force V is

V = h t

and the displacement  is

 = h

for linear elastic material, strain energy stored in this element is

V  h2 t

U = W = CC = CCC
2 2

and the strain energy density u = U / per unit volume, then

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 2 2
u = 
/ 2 =  /2G = G /2

Example 3-10
a solid circular bar AB of length L
(a) torque Ta acting at the free end
(b) torque Tb acting at the midpoint
(c) both Ta and Tb acting
simultaneously
Ta = 100 N-m Tb = 150 N-m
L = 1.6 m G = 80 GPa
Ip = 79.52 x 103 mm4
determine the strain energy in each case

(a)
Ta2 L 1002 x 106 x 1.6 x 103
Ua = CCC = CCCCCCCCCCC = 1.26 J (N-m)
2 G Ip 2 x 80 x 103 x 79.52 x 103

(b)
Tb2 (L/2) Tb2 L
Ub = CCCC = CCC = 2.83 J
2 G Ip 4 G Ip

(c)
n Ti2 Li Ta2 (L/2) (Ta + Tb)2 (L/2)
Uc = CCC = CCCC + CCCCCC
i=1
2 Gi Ipi 2 G Ip 2 G Ip
Ta2 L Ta Tb L Tb2 L
= CCC + CCCC + CCC
2 G Ip 2 G Ip 4 G Ip
= 1.26 J + 1.89 J + 2.83 J = 5.98 J

Note that (c) is not equal to (a) + (b), because U  T2

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Example 3-11
a prismatic bar AB is loaded by a
distributed torque of constant intensity t
per unit distance
t = 480 lb-in/in L = 12 ft
G = 11.5 x 106 psi Ip = 18.17 in4
determine the strain energy

T(x) = tx
[(tx)]2 dx
L 1 L t2 L3
2
U = ∫ CCCC = CCC ∫ (tx) dx = CCC
0
2 G Ip 2 G Ip 0 6 G Ip
4802 x (12 x 12)3
= CCCCCCCCC = 580 in-lb
6 x 11.5 x 106 x 17.18

Example 3-12
a tapered bar AB of solid circular
cross section is supported a torque T
d = dA  dB from left to right
determine A by energy method

T A
W = CC
2
   d B - dA 4
Ip(x) = C [d(x)]4 = C ( dA + CCC x )
32 32 L
[T(x)]2 dx
L 16 T2 L dx
U = ∫0 CCCC = CC ∫0 CCCCCCC
2 G Ip(x) G dB - dA 4
( dA + CCC x )
L

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 16 T2 L 1 1
= CCCCCC ( CC - CC )
3 G (dB - dA) dA3 dB3

with U = W, then A can be obtained

32 T L 1 1
A = CCCCCC ( CC - CC )
3 G (dB - dA) dA3 dB3

same result as in example 3-5

3-10 Thin-Walled Tubes

3-11 Stress Concentrations in Torsion

3-12 Nonlinear Torsion of Circular Bars

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