Torsion of Circular Shafts

For elastic circular shafts, shear stress and twist follow
TJ=τr=GθL\dfrac{T}{J}=\dfrac{\tau}{r}=\dfrac{G\theta}{L}
. Maximum shear stress is at the outer radius:
τmax=Tr/J\tau_{\max}=Tr/J
. Power transmitted
P=Tω=2πNT/60P=T\omega=2\pi NT/60
(RK Bansal / VB Bhandari shaft design).

Key formulas & points

Skim these first — then read the full notes below.

  • Torsion formula: TJ=τr=GθL\dfrac{T}{J}=\dfrac{\tau}{r}=\dfrac{G\theta}{L}.
  • Polar moment: solid J=πd4/32J=\pi d^4/32; hollow J=π(D4d4)/32J=\pi(D^4-d^4)/32.
  • Max shear: τmax=TRJ\tau_{\max}=\dfrac{T R}{J} at outer fibre.
  • Angle of twist: θ=TLGJ\theta=\dfrac{TL}{GJ} (radians).
  • Power: P=2πNT60P=\dfrac{2\pi NT}{60} with TT in N·m, NN in rpm → PP in W.
  • Shear strain: γ=rθ/L\gamma=r\theta/L; Hooke τ=Gγ\tau=G\gamma.
  • Design: size dd from τallow\tau_{\mathrm{allow}} and/or θallow\theta_{\mathrm{allow}} (Bhandari).

Topic details

Definition and physical meaning

Torsion is twisting of a member by torques (moments) about its longitudinal axis. In a circular shaft, shear stress varies linearly with radius under elastic torsion.
Governing relation (elastic circular shaft):
TJ=τr=GθL\frac{T}{J}=\frac{\tau}{r}=\frac{G\theta}{L}
Physical parameters
Symbol
Meaning
SI unit
TT
Torque
Nm\mathrm{N\cdot m}
JJ
Polar second moment of area
m4\mathrm{m^4}
τ\tau
Shear stress
Pa\mathrm{Pa}
rr, RR
Radius (general / outer)
m\mathrm{m}
GG
Shear modulus
Pa\mathrm{Pa}
θ\theta
Angle of twist
rad\mathrm{rad}
LL
Shaft length
m\mathrm{m}
NN
Rotational speed
rpm\mathrm{rpm}
PP
Power
W\mathrm{W}
Polar moment of area
- Solid circular:
J=π32d4J=\frac{\pi}{32}d^4

- Hollow circular:
J=π32(D4d4)J=\frac{\pi}{32}(D^4-d^4)

Fig 6.1 — τ = Tr/J, θ = TL/(GJ). Solid: J = πd⁴/32. Hollow shaft: material at large r is most effective.

Schematic diagram for study — aligned with standard B.Tech / GATE syllabus.

Torsion of a solid circular shaft. Torque T produces shear stress τ = Tr/J, zero at centre, maximum at outer radius.

Core assumptions (state these in exams)

1. Circular cross-section (solid or hollow concentric) — non-circular needs warping theory.
2. Shaft remains straight; axis of twist coincides with centroidal axis.
3. Plane sections remain plane and circular sections remain circular (no warping).
4. Radii remain straight — shear strain γ=rθ/L\gamma=r\theta/L.
5. Linear elastic, homogeneous, isotropic; τ=Gγ\tau=G\gamma.
6. Constant torque along the segment considered (or analyse segment-wise).
7. Small twist angles for linear geometry.
These assumptions fail for open thin-walled non-circular sections (severe warping) and for plastic torsion (stress distribution no longer linear).

Derivation summary

Kinematics. A generator on the surface twists through angle θ\theta over length LL. Arc displacement at radius rr is rθr\theta, so
γ=rθL\gamma=\frac{r\theta}{L}
Constitutive.
τ=Gγ=Grθ/L\tau=G\gamma=G r\theta/L
— linear in rr.
Equilibrium. Torque equals moment of shear stresses:
T=AτrdA=GθLAr2dA=GθLJT=\int_A \tau\, r\, dA=\frac{G\theta}{L}\int_A r^2\, dA=\frac{G\theta}{L}J

Hence
TJ=GθL=τr\frac{T}{J}=\frac{G\theta}{L}=\frac{\tau}{r}
Maxima: τmax\tau_{\max} and γmax\gamma_{\max} occur at r=Rr = R (outer surface). For hollow shafts, stress at inner radius is smaller: τi=τo(ri/ro)\tau_i=\tau_o(r_i/r_o).

Power transmission and design

Rotating shaft transmitting power:
P=Tω=T2πN60T=60P2πNP=T\omega=T\cdot\frac{2\pi N}{60}\qquad\Rightarrow\qquad T=\frac{60 P}{2\pi N}
Strength design (allowable shear):
τmax=TRJτallowsize d or D,d\tau_{\max}=\frac{T R}{J}\le\tau_{\mathrm{allow}}\Rightarrow\text{size }d\text{ or }D,d
Stiffness design (allowable twist):
θ=TLGJθallow\theta=\frac{TL}{GJ}\le\theta_{\mathrm{allow}}
Often both criteria are checked; the larger required diameter governs (VB Bhandari).
Strain energy in torsion:
U=T2L2GJ=12TθU=\frac{T^2 L}{2GJ}=\frac{1}{2}T\theta

Stepped and composite shafts

Series (stepped): same TT if no intermediate torque gears; twists add:
θtotal=iTiLiGiJi\theta_{\mathrm{total}}=\sum_i\frac{T_i L_i}{G_i J_i}
Parallel (composite concentric shafts connected to same end plates): same θ\theta, torques add:
T=T1+T2,θ=T1LG1J1=T2LG2J2T=T_1+T_2,\qquad\theta=\frac{T_1 L}{G_1 J_1}=\frac{T_2 L}{G_2 J_2}

T1T2=G1J1G2J2\frac{T_1}{T_2}=\frac{G_1 J_1}{G_2 J_2}
Statically indeterminate: fixed ends with intermediate torque — equilibrium + θ\theta compatibility.

Step-by-step problem approach

1. Convert power/speed to torque if needed: T=60P/(2πN)T=60P/(2\pi N).
2. Compute JJ (solid or hollow); watch d4d^4 vs D4d4D^4-d^4.
3. τmax=TR/J\tau_{\max}=TR/J; compare with allowable.
4. θ=TL/(GJ)\theta=TL/(GJ) in radians; convert to degrees if asked (×180/π\times 180/\pi).
5. For stepped shafts, split into segments; sum θi\theta_i.
6. Units: TT in N·mm with JJ in mm⁴ and τ\tau in N/mm² is consistent; or all SI (N·m, m⁴, Pa).
7. State assumptions for circular elastic torsion.

Common mistakes in exams

• Using J=πd4/64J=\pi d^4/64 (that is II, not polar J=πd4/32J=\pi d^4/32).
• Forgetting hollow formula uses D4d4D^4-d^4, not (Dd)4(D-d)^4.
• Mixing degrees and radians in θ=TL/(GJ)\theta=TL/(GJ).
• Using diameter instead of radius in τ=Tr/J\tau=Tr/J.
• Applying circular torsion formulas to rectangular shafts.
• Power formula with inconsistent units (kW vs W, rpm).

Worked examples

Try the problem first — open the solution when you are ready to check.

Shear stress and twist in a solid shaft

Problem

A solid steel shaft has d=80mmd=80\,\mathrm{mm}, L=1.2mL=1.2\,\mathrm{m}, G=80GPaG=80\,\mathrm{GPa}, and transmits T=2.5kNmT=2.5\,\mathrm{kN\cdot m}. Find τmax\tau_{\max} and θ\theta in degrees.

Solution

Formulas (Indian textbook notation)

  • J=π32(0.08)4=4.021×106m4J=\frac{\pi}{32}(0.08)^4=4.021\times 10^{-6}\,\mathrm{m^4}

Formulas (Indian textbook notation)

  • τmax=TRJ=2500×0.044.021×106=24.87×106Pa=24.87MPa\tau_{\max}=\frac{T R}{J}=\frac{2500\times 0.04}{4.021\times 10^{-6}}=24.87\times 10^6\,\mathrm{Pa}=24.87\,\mathrm{MPa}

Formulas (Indian textbook notation)

  • θ=TLGJ=2500×1.2(80×109)(4.021×106)=9.33×103rad=0.535\theta=\frac{TL}{GJ}=\frac{2500\times 1.2}{(80\times 10^9)(4.021\times 10^{-6})}=9.33\times 10^{-3}\,\mathrm{rad}=0.535^\circ

Power and shaft diameter

Problem

Design a solid shaft to transmit P=50kWP=50\,\mathrm{kW} at N=300rpmN=300\,\mathrm{rpm} if τallow=60MPa\tau_{\mathrm{allow}}=60\,\mathrm{MPa}.

Hollow vs solid — same material and τ_max

Problem

Compare polar moduli: solid shaft d=100mmd=100\,\mathrm{mm} vs hollow D=100mmD=100\,\mathrm{mm}, d=60mmd=60\,\mathrm{mm}. Ratio of torque capacity at same τmax\tau_{\max}.

Practice questions

Most-asked interview and GATE questions for this topic — expand any item for a model answer.

  1. 1
    State the torsion formula for a circular shaft and name each symbol.

    Model answer

    TJ=τr=GθL\dfrac{T}{J}=\dfrac{\tau}{r}=\dfrac{G\theta}{L}. TT torque, JJ polar moment, τ\tau shear stress at radius rr, GG shear modulus, θ\theta twist in radians, LL length.
  2. 2
    Why does the elementary torsion theory apply only to circular sections?

    Model answer

    Plane sections remain plane and undistorted only for circular shafts; non-circular sections warp. Polar moment alone does not govern non-circular torsion.
  3. 3
    Write JJ for solid and hollow circular shafts.

    Model answer

    Solid: J=πd4/32J=\pi d^4/32. Hollow: J=π(D4d4)/32J=\pi(D^4-d^4)/32 where D,dD,d are outer and inner diameters.
  4. 4
    Where is maximum shear stress in a solid circular shaft under torsion?

    Model answer

    At the outer surface r=Rr = R: τmax=TR/J=16T/(πd3)\tau_{\max}=TR/J=16T/(\pi d^3). Stress is zero at the centre and varies linearly with rr.
  5. 5
    Define torsional rigidity and torsional stiffness.

    Model answer

    Torsional rigidity is GJGJ. Torsional stiffness kt=T/θ=GJ/Lk_t=T/\theta=GJ/L — torque per unit angle of twist.
  6. 6
    How do you find angle of twist for a stepped shaft?

    Model answer

    Segments in series: θ=TiLi/(GiJi)\theta=\sum T_i L_i/(G_i J_i). Use the internal torque in each segment from free-body diagrams.
  7. 7
    What is a composite shaft? Contrast series and parallel connections.

    Model answer

    Series: same torque, twists add. Parallel (e.g. concentric shafts joined at ends): same θ\theta, torques add T=T1+T2T = T_{1}+T_{2} with θ=T1L/(G1J1)=T2L/(G2J2)\theta=T_1 L/(G_1 J_1)=T_2 L/(G_2 J_2).
  8. 8
    Write power transmitted by a rotating shaft.

    Model answer

    P=Tω=2πNT/60P=T\omega=2\pi NT/60 where NN is rpm, TT in Nm\mathrm{N\cdot m}, PP in watts. Design often sizes shaft from required T=P/ωT=P/\omega.
  9. 9
    What are assumptions of pure torsion theory for circular shafts?

    Model answer

    Circular cross-section, material homogeneous isotropic and linearly elastic, plane sections remain plane, radii remain straight, no warping, twist uniform along length for constant TT.
  10. 10
    Compare strength of hollow vs solid shaft of same material and same weight (same length).

    Model answer

    For same mass, hollow shaft has larger outer radius and larger JJ, so higher torque capacity and stiffness — material is farther from the axis.
  11. 11
    What is polar modulus? How is it used?

    Model answer

    Polar modulus Zp=JRZ_{p} = \frac{J}{R}. Then τmax=T/Zp\tau_{\max}=T/Z_p. For solid circular, Zp=πd3/16Z_p=\pi d^3/16.
  12. 12
    Explain shear strain variation in a twisted circular shaft.

    Model answer

    Shear strain γ=rθ/L\gamma=r\theta/L increases linearly with rr. At centre γ=0\gamma=0; maximum at outer fibre.
  13. 13
    How is strain energy in pure torsion expressed?

    Model answer

    U=T2L/(2GJ)=GJθ2/(2L)=12TθU=T^2 L/(2GJ)=GJ\theta^2/(2L)=\tfrac{1}{2}T\theta for linear elastic shafts.
  14. 14
    What is the difference between open and closed thin-walled tubes in torsion?

    Model answer

    Closed thin tubes carry Bredt shear flow efficiently (T=2qAˉT=2q\bar{A}). Open thin sections (slit tube) are torsionally weak; warping and low JeffJ_{\mathrm{eff}} dominate.
  15. 15
    How do you design a shaft for both strength and stiffness?

    Model answer

    Strength: τmaxτallow\tau_{\max}\le\tau_{\mathrm{allow}} fixes minimum dd. Stiffness: θθallow\theta\le\theta_{\mathrm{allow}} gives another dd. Choose the larger diameter.

Exams & GATE

  • 1
    Textbook: RK Bansal (torsion); VB Bhandari for shaft design under torque and bending.
  • 2
    Assumptions (circular, plane sections, elastic) are mandatory in answers.
  • 3
    GATE favourites: hollow vs solid for same material/weight, stepped shafts (θ=TLi/(GJi)\theta=\sum TL_i/(G J_i)), and power–torque conversion.

📖 Standard books (India)

  • Strength of MaterialsRK Bansal

    Read: Ch. 14–15

    SOM — beams, torsion, columns, and deflection