Engineering purpose of shaft sizing
This calculator estimates the minimum shaft diameter that keeps shear stress within a chosen allowable limit. It supports three design situations: known torque, torque derived from power and speed, or combined torsion and bending using an equivalent torque method. Results are shown in millimetres and inches, so the output can be matched to stock sizes and bearing fits. The approach is intended for preliminary sizing.
Inputs, units, and typical ranges
Torque and bending moment accept N·m, N·mm, or lbf·in. Power can be entered in kW, W, or horsepower, with speed in rpm. For hollow shafts, the inner to outer ratio k equals di/do; values from 0.40 to 0.70 are common when stiffness is adequate. Shock factors Kt and Km account for starts, stops, and impact; steady duty often uses 1.0 to 1.5, while heavier shock may reach 2.0 or more.
Strength criteria used in the calculations
For a solid round shaft, maximum torsional shear is τ = 16T/(πd³). For hollow geometry, τ = 16T/(πdo³(1−k⁴)). In combined loading, the calculator forms an equivalent torque Te = √((KtT)² + (KmM)²) and sizes the diameter from Te. If yield strength is supplied, allowable shear is derived using either 0.30Sy/n (conservative) or 0.577Sy/n (von Mises), where n is the design safety factor.
Understanding the output and margins
The reported diameter is rounded up after adding an optional allowance for machining, corrosion, or fit. The summary also shows calculated shear, bending stress when applicable, and a von Mises value that helps judge overall yield proximity. When yield mode is used, an estimated factor of safety versus yield is presented for quick screening. If the calculated diameter seems small, revisit load assumptions, duty cycle factors, and material data quality.
Practical checks beyond diameter
After selecting a diameter, confirm deflection and torsional twist against alignment and vibration limits. Verify keyway effects, stress concentrations, and fatigue if the load is fluctuating. Check critical speed for long slender shafts, and validate bearing reactions for the chosen span and loading. For hollow shafts, ensure wall thickness supports manufacturing and buckling considerations. Finally, document the chosen inputs and export a CSV or PDF for design reviews.