Torque calculations: Rotating vertical shaft

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Discussion Overview

The discussion revolves around calculating the torque required by a motor to rotate a vertical shaft held by angular contact ball bearings. Participants explore various factors influencing torque, including inertia, friction, and potential loads on the bearings. The context includes both theoretical and practical considerations related to mechanical design and engineering.

Discussion Character

  • Technical explanation
  • Debate/contested
  • Exploratory

Main Points Raised

  • One participant outlines the basic parameters of the shaft, including its weight, rotational speed, and material, and begins calculations for torque due to inertia.
  • Another participant questions the orientation of the angular contact bearings and suggests that the lower bearing carries the weight while the upper provides preload, which could affect friction calculations.
  • A later reply clarifies that the bearings are arranged back-to-back and discusses their roles, indicating one is a locating bearing and the other is a non-locating bearing.
  • Participants discuss the need for a more complete diagram to understand the setup better, highlighting the importance of preload and the potential for hidden reaction forces.
  • Concerns are raised about the clarity of the initial sketch and the necessity for additional details to accurately assess the forces acting on the bearings.

Areas of Agreement / Disagreement

Participants express uncertainty regarding the exact roles of the bearings and the completeness of the provided diagram. There is no consensus on the specific loads acting on the bearings or how to fully account for all factors influencing the torque calculations.

Contextual Notes

The discussion highlights limitations in the initial diagram and assumptions made about the bearing arrangement and loads. Participants acknowledge the need for further clarification and additional details to refine their calculations.

Gagan
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I apologize in advance for any errors in my concepts or assumptions. Feel free to correct me wherever I am wrong. Thanks in advance for the help.

There is a vertical shaft which will be operated at around 600 rpm (N) which can be achieved in 2 seconds (or even 4 just an assumption). The shaft is held by two angular contact ball bearings. I have attached a sketch for further clarification on how the setup looks like (sorry for the bad sketch). The shaft is rotated by a motor via a belt drive mechanism. The pulley radius on both shaft and motor is same so the transmission ratio is 1:1. Shaft material is AISI304.

WhatsApp Image 2021-07-21 at 18.04.54.jpeg


I need to calculate the torque required by the motor to rotate this shaft which is summation of all the torques generated by the rotating shaft.
The shaft weights 0.7-0.8 Kg. Each bearing weighs 0.15 Kg. I don't know if the weight of the housing is also relevant or not but it is 4 Kgs incase it is required. I already calculated torque due to inertia which is pretty straightforward as follows:

T (in) = I * α

Moment of inertia (I) = 0.5 * MR^2 (if solid, in reality it is hollow but keeping the calculations simple for now)

angular velocity: ω = 2π N /60 = 20π rad/s
angular acceleration: α = dω/time = 10π rad/s^2

Now, since we know this is not the only torque which motor has to resist, there are frictional torque generated by both the bearings. The formula for frictional torque can be approximated for angular contact bearings to:

T (fr) = 0.5 * μ * radial load (N) * bearing bore (m)
μ = 0.002 for angular contact ball bearings (this is low because there is lubrication and non-contact seals) so the frictional force in reality acting between shaft and the lubricant
(Source: https://www.amroll.com/friction-frequency-factors.html)

I calculated the radial loads acting (perpendicular) on bearing face from rotating shaft considering they are centrifugal but I am assuming I am wrong here. I do know, this is very less and can be neglected but I am considering it because it can be significant relative to the inertial torque. I want to know how I can calculate the radial loads acting on the bearing. Also, if there are any other loads acting on the bearings (apart from axial load i.e. mass * gravity), you're welcome to tell me

I know there are other considerations like belt transmission efficiency (80-90%) , safety factor (2-2.5) etc. But, I will account for them at the last once I have the required torque (from inertia and friction). Nevertheless, do tell me if there are any other crucial considerations that I should account for.

Feel free to make assumptions (can consider shaft with same cross-section diameter all along the length) because I am looking for assistance on concepts, formulas and how I should approach the problem. All the other details (relevant or not) can be seen in the sketch.

Thanks

Gagan Jain
 
Last edited:
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Welcome to PF.
Gagan said:
Also, if there are any other loads acting on the bearings (apart from axial load i.e. mass * gravity), you're welcome to tell me
You do not show the orientation of the angular contact faces of the two bearings.
I expect the lower one will carry the weight of the rotating shaft, while the upper will provide an opposed preload that aligns and positions the shaft. The specified preload will appear twice in the friction computation.
 
Baluncore said:
Welcome to PF.

You do not show the orientation of the angular contact faces of the two bearings.
I expect the lower one will carry the weight of the rotating shaft, while the upper will provide an opposed preload that aligns and positions the shaft. The specified preload will appear twice in the friction computation.
Thank you!

The orientation is back-to-back arrangement (that is indicated by the dotted lines in my sketch) (reference image attached) if that is what you meant by orientation. Yes, you are right but I am not aware of which is what since the setup was manufactured way before I started working on it. One of them is a locating bearing i.e. fixed side to position the shaft axially and the other is a non-locating bearing i.e. free side (radial clearance exists in between the housing and outer race) to compensate for shrinkage or expansion. But, I anyway think your guess is correct, lower one is non-locating and upper one is locating.

Regards
Gagan Jain
 

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  • backtoback_arrangement.png
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There are many ways of stacking multiple angular contact bearings to optimise load handling, alignment control, or convenience of assembly-disassembly. The original diagram was confusing because the dotted line could be through the two ball contact points, or tangent to ball at the contact surface.

Since the two bearings are on the same side of the steps, and you do not show the housing, I have to assume there is something not shown that stops the shaft falling out of the machine. That other something will offer preload. You have minimised the diagram and hidden half the reaction forces.
 
Baluncore said:
There are many ways of stacking multiple angular contact bearings to optimise load handling, alignment control, or convenience of assembly-disassembly. The original diagram was confusing because the dotted line could be through the two ball contact points, or tangent to ball at the contact surface.

Since the two bearings are on the same side of the steps, and you do not show the housing, I have to assume there is something not shown that stops the shaft falling out of the machine. That other something will offer preload. You have minimised the diagram and hidden half the reaction forces.
Okay, I get you now. So, there is a common housing for both the bearings and it is clamped on by 4 bolts fastened to a vertical flat plate. I hope this gives clarity.
 
Gagan said:
I hope this gives clarity.
No.
Both which bearings ?
What does the clamp plate act against ?
I think you need a more complete diagram.
 

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