Welding Technology  ·  Level 6
Engineering Mechanics
Chapter 8: Torsion Theory in Mechanical Systems
📚 4 Topics
⚑ What you will be able to do

By the end of this chapter, you will be able to:

  • calculate the torque of mechanical components accurately to meet job requirements
  • design shafts correctly to fit the specific needs of a mechanical system
  • create shaft designs with precision that follow all job specifications
  • determine the angle of twist of components correctly to ensure proper function

Mastering these skills will help you build strong, reliable mechanical systems that perform safely and efficiently in real-world engineering work.

Torsion plays a critical role in welding engineering, especially when assessing the strength and durability of welded joints subjected to twisting forces. Understanding torsion theory equips welding professionals with the ability to analyze and design components that resist failure under torque, which is essential in structural frameworks, machinery shafts, and piping systems common in Kenya’s manufacturing and construction sectors. This chapter delves into the fundamentals of torsion and the methods of torque analysis, providing welding technicians with the technical foundation to ensure safety and reliability in their work.

8.1 Define Torsion

Torsion is a mechanical phenomenon that occurs when a structural element is subjected to a twisting force, causing shear stresses within the material. In welding, components like shafts, rods, and tubular structures often experience torsion, making it essential to understand how these forces interact with welded joints. Proper analysis of torsion helps welding professionals prevent catastrophic failures in equipment used in industries such as agro-processing, automotive repair, and infrastructure development.

8.1.1 What is Torsion in Mechanical Systems

Torsion is the twisting of an object due to an applied torque or moment. It involves the rotation of one end of a shaft or structural member relative to the other, resulting in internal shear stresses distributed over the cross section. In mechanical systems, torsion is common in drive shafts, axles, and welded pipe joints where rotational power is transmitted. For welding professionals, recognizing torsion helps in selecting suitable welding techniques and inspection methods to maintain structural integrity.

8.1.2 Shear Stress and Strain from Torsion

When a shaft or member is twisted, it experiences shear stress, which is the force per unit area acting parallel to the cross section. This shear stress varies linearly from zero at the axis of the shaft to a maximum at the outer surface. Correspondingly, shear strain measures the deformation angle due to this stress. Understanding these parameters helps welders evaluate how much twisting a welded joint can withstand before failure, guiding decisions on weld size and type.

8.1.3 Types of Materials and Their Response to Torsion

Different materials respond uniquely to torsional loads. Ductile materials, such as mild steel commonly welded in Kenya’s fabrication shops, undergo significant plastic deformation before failure, allowing visible warning signs like twisting or elongation. Conversely, brittle materials like cast iron fail suddenly under torsion without much deformation. Welding professionals must consider the material properties when designing and inspecting welds for torsional applications to avoid premature failure.

8.1.4 Importance of Cross-Sectional Shape in Torsion

The shape of a component’s cross section greatly influences its torsional strength. Circular shafts distribute shear stress uniformly, making them ideal for torsional loading. Non-circular sections, such as rectangular or I-beams, experience stress concentrations and warping under torsion. Welders working on structural frames or machine components must understand these effects to apply appropriate welding procedures and reinforcements, ensuring the joint’s ability to resist twisting forces.

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🔒8.2 Torque Analysis

Torque analysis is the process of calculating and understanding the twisting moments acting on mechanical components. For welding professionals, accurate torque analysis ensures that welded joints and assemblies can safely transmit or resist torsional loads en…

🔒8.3 Analysis of Shafts

In welding-related mechanical systems, shafts serve as critical components transmitting torque between machinery elements such as gears, pulleys, and couplings. Understanding the analysis of shafts is essential for welding professionals tasked with fabricating…

🔒8.4 Determine Angle of Twist

Precise calculation of the angle of twist in shafts is fundamental for welding professionals involved in fabricating and repairing rotating machinery components. The angle of twist influences the alignment, performance, and longevity of welded shafts in applic…

Chapter Summary

This chapter introduced the concept of torsion as the twisting of an object due to an applied torque, emphasizing its significance in mechanical systems. It then explored torque analysis, detailing how forces cause rotational effects that must be quantified for design and safety. The analysis of shafts was examined in depth, distinguishing between shafts arranged in series and those arranged in parallel, each configuration affecting torque distribution differently. The chapter further addressed the calculation of the angle of twist, which measures the deformation experienced by a shaft under torsion. Finally, engineers' torsion equations were presented as essential tools for determining shear stress and angle of twist in shafts, enabling precise mechanical design and assessment. Together, these topics provide a comprehensive framework for understanding and analyzing torsional effects in mechanical components.

Self-Assessment

🔒 PDFDownload this self-assessment, with answers

A. Written Assessment

  1. Define torsion in the context of mechanical systems. (3 marks)
  2. Explain how torque is related to torsion in a shaft. (4 marks)
🔒20 more in this section.

Chapter Examination Questions

🔒 PDFDownload these examination questions, with worked answers

SECTION A (40 Marks) - Answer ALL Questions

  1. Define torsion and explain its importance in the design of welding shafts used in agricultural machinery. (4 marks)
  2. Differentiate between torque and torsional moment with reference to a welded drive shaft in a tea processing factory. (4 marks)
🔒18 more in this section.

Chapter Practical Activities

Practical 1: Demonstrate torsion on a mild steel shaft and explain the torsion concept

Welding Technology · Level 6
Engineering Mechanics
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Demonstrate torsion on a mild steel shaft Ø25 mm x 300 mm using a torsion testing rig and explain the torsion concept physically.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Torsion testing rig with handleMild steel round shaft Ø25 mm x 300 mm
Vernier caliper
Steel rule
Try square
Safety boots
Leather gloves
Overall
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Mild steel round shaft Ø25 mm x 300 mm1 Pc per Candidate
2Torsion testing rig with handle1 Set per 3 Candidates
3Vernier caliper1 Pc per Candidate
4Steel rule1 Pc per Candidate
5Try square1 Pc per Candidate
6Safety boots1 Pair per Candidate
7Leather gloves1 Pair per Candidate
8Overall1 Pc per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Safety and Personal Protective Equipment
Wore overall correctly
(Award 1 or 0 marks)
1
Wore safety boots
(Award 1 or 0 marks)
1
Wore leather gloves
(Award 1 or 0 marks)
1
Sub-Total3
TASK 2: Setup and Demonstration of Torsion
Measured and verified shaft diameter and length using vernier caliper and steel rule
(Award 2 or 0 marks)
2
Secured the mild steel shaft properly in the torsion testing rig
(Award 2 or 0 marks)
2
Applied twisting force gradually using the torsion rig handle
(Award 2 or 0 marks)
2
Observed and explained the physical effect of torsion (twisting and shear stress)
(Award 3 or 0 marks)
3
Sub-Total9
TASK 3: Housekeeping
Cleaned the work station after demonstration
(Award 1 or 0 marks)
1
Disposed of any waste materials correctly
(Award 1 or 0 marks)
1
Returned tools and equipment to their proper places
(Award 1 or 0 marks)
1
Sub-Total3
PRODUCT CHECKLIST
Shaft dimension verification: diameter Ø25 mm ±1 mm and length 300 mm ±1 mm
(Award 3 or 0 marks)
3
Proper securing of shaft in the torsion rig without slippage
(Award 2 or 0 marks)
2
Clear and accurate explanation of torsion concept including twisting effect and shear stress
(Award 4 or 0 marks)
4
Sub-Total9
GRAND TOTAL24
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)

Practical 2: Torque Analysis on a Mild Steel Shaft

Welding Technology · Level 6
Engineering Mechanics
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Determine the torque applied to a mild steel shaft 40 mm diameter and 600 mm length by measuring angular displacement and applying torsion formulas.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Dial gauge with standMild steel shaft diameter 40 mm, length 600 mm
Vernier caliper 0-150 mm
Torque wrench (0-100 Nm range)
Protractor
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Mild steel shaft diameter 40 mm, length 600 mm1 Pc per Candidate
2Dial gauge with stand1 Pc per Candidate
3Vernier caliper 0-150 mm1 Pc per Candidate
4Torque wrench (0-100 Nm range)1 Pc per Candidate
5Protractor1 Pc per Candidate
6Safety boots1 Pair per Candidate
7Leather gloves1 Pair per Candidate
8Overall/dustcoat1 per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Safety and Preparation
Wore all prescribed PPE correctly (safety boots, gloves, overall)
(Award 1 mark for each PPE worn correctly, else 0)
3
Selected and prepared tools and materials for torque analysis
(Award 2 marks for correct selection and preparation, else 0)
2
Sub-Total5
TASK 2: Measurement and Data Collection
Measured shaft diameter accurately using vernier caliper
(Award 2 marks for measurement within ±0.1 mm, else 0)
2
Mounted dial gauge correctly to measure angular displacement
(Award 3 marks for proper setup and zeroing, else 0)
3
Applied torque using torque wrench gradually and recorded angular displacement
(Award 5 marks for correct application and accurate reading, else 0)
5
Sub-Total10
TASK 3: Calculation and Analysis
Calculated torque using T = GJθ/L with correct values and units
(Award 5 marks for correct formula application and unit consistency, else 0)
5
Interpreted results to assess shaft safety and performance
(Award 3 marks for logical conclusions based on calculations, else 0)
3
Sub-Total8
TASK 4: Housekeeping
Cleaned work area and returned tools and materials to designated places
(Award 1 mark each for cleaning, waste disposal, and tool return, else 0)
3
Sub-Total3
PRODUCT CHECKLIST
Accurate measurement of shaft diameter 40 mm ± 0.1 mm
(Award 3 marks for measurement within tolerance, else 0)
3
Correct angular displacement recorded with dial gauge (±1 degree tolerance)
(Award 3 marks for correct and consistent readings, else 0)
3
Torque calculated correctly for shaft length 600 mm and diameter 40 mm
(Award 6 marks for correct application of torsion formula and units, else 0)
6
Sub-Total12
GRAND TOTAL38
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)
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🔒Analyze Torsional Stress and Deformation on a Mild Steel ShaftPractical 3
🔒Examine torsion in series arranged shaftsPractical 4
🔒Examination of Torsion Load Sharing in Parallel Shafts AssemblyPractical 5
🔒Determine the Angle of Twist in a Mild Steel Shaft under Applied TorquePractical 6
🔒Application of Engineers' Torsion Equation on a Mild Steel ShaftPractical 7
🔒Comparative Torsion Test on Series and Parallel Shaft ArrangementsPractical 8
🔒Calculate Combined Torque in a Multi-Shaft Mechanical SystemPractical 9
🔒Demonstrate safety and measurement techniques in torsion testing of shaftsPractical 10
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Am I competent?

At the start of this chapter we promised you would be able to:

  • calculate the torque of mechanical components accurately to meet job requirements
  • design shafts correctly to fit the specific needs of a mechanical system
  • create shaft designs with precision that follow all job specifications
  • determine the angle of twist of components correctly to ensure proper function

Tick each one you can genuinely do.

So, are you there yet?

You're competent when you can confidently do 50% or more of what this chapter promised.

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