Question 14.3: Design of a Helical Compression Spring for Static Loading Pr...
Design of a Helical Compression Spring for Static Loading
Problem Design a compression spring for a static load over a known deflection.
Given The spring must give a minimum force of 100 lb and a maximum force of 150 lb over an adjustment range of 0.75-in deflection.
Assumptions Use the least expensive, unpeened, cold-drawn spring wire (ASTM A227) since the loads are static.
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See Table 14-10
1 Assume a trial wire diameter of 0.162 in from the available sizes in Table 14-2 (p. 791).
2 Assume a spring index of 8, which is in the middle of the recommended range, and calculate the mean coil diameter D from equation 14.5 (p. 797).
C=\frac{D}{d} (14.5)
D=C d=8(0.162)=1.30 \text { in } (a)
3 Find the direct shear factor K_{s} and use it to calculate the shear stress in the coil at the larger force.
K_s=1+\frac{0.5}{C}=1+\frac{0.5}{8}=1.06 (b)
\tau=K_s \frac{8 F D}{\pi d^3}=1.06 \frac{8(150)(1.30)}{\pi(0.162)^3}=123714 psi (c)
4 Find the ultimate tensile strength of this wire material from equation 14.3 and Table 14-4 (p. 792) and use it to find the torsional yield strength from Table 14- 8 (p. 803), assuming that the set has been removed and using the low end of the recommended range.
S_{u t} \cong A d^b (14.3)
S_{u t}=A d^b=141040(0.162)^{-0.1822}=196503 psi (d)
S_{y s}=0.60 S_{u t}=0.60(196503)=117902 psi (e)
5 Find the safety factor against yielding at this working deflection from equation 14.15 (p. 809).
N_s=\frac{S_{y s}}{\tau} (14.15)
N_s=\frac{S_{y s}}{\tau}=\frac{117902 psi }{123714 psi }=0.95 (f)
This is obviously not acceptable, so the design must be iterated with some parameters changed.
6 Try increasing the wire diameter slightly, perhaps to 0.192 in, keeping the same spring index. Recalculate the coil diameter, stress, strength, and safety factor.
D=C d=8(0.192)=1.54 \text { in } (g)
\tau=K_s \frac{8 F D}{\pi d^3}=1.06 \frac{8(150)(1.54)}{\pi(0.192)^3}=88074 psi (h)
S_{u t}=A d^b=141040(0.192)^{-0.1822}=190513 psi (i)
S_{y s}=0.60 S_{u t}=0.60(190513)=114308 psi (j)
N_s=\frac{S_{y s}}{\tau}=\frac{114308 psi }{88074 psi }=1.30 (k)
This appears to be acceptable, so we can go on to design the other spring parameters.
7 The spring rate is defined in this problem because of the two specified forces at a particular relative deflection.
k=\frac{\Delta F}{y}=\frac{150-100}{0.75}=66.7 lb / in (l)
8 To achieve this spring rate, the number of active coils must satisfy equation 14.7 (p. 797):
k=\frac{F}{y}=\frac{d^4 G}{8 D^3 N_a} (14.7)
k=\frac{d^4 G}{8 D^3 N_a} \quad \text { or } \quad N_a=\frac{d^4 G}{8 D^3 k}=\frac{(0.192)^4 11.5 E 6}{8(1.54)^3 66.67}=8.09 \equiv 8 (m)
Note that we round it to the nearest 1/4 coil, as the manufacturing tolerance cannot achieve better than that accuracy. This makes the spring rate k = 67.4 lb/in.
9 Assume squared and ground ends, making the total number of coils from Figure 14-9 (p. 796):
N_t=N_a+2=8+2=10 (n)
10 The shut height can now be determined.
L_s=d N_t=0.192(10)=1.92 \text { in } (o)
11 The initial deflection to reach the smaller of the two specified loads is
y_{\text {initial }}=\frac{F_{\text {initial }}}{k}=\frac{100}{67.4}=1.48 \text { in } (p)
12 Assume a clash allowance of 15% of the working deflection:
y_{\text {clash }}=0.15 y=0.15(0.75)=0.113 \text { in } (q)
13 The free length (see Figure 14-8, p. 796) can now be found from
L_f=L_s+y_{\text {clash }}+y_{\text {working }}+y_{\text {initial }}=1.92+0.113+0.75+1.48=4.26 \text { in } (r)
14 The deflection to the shut height is
y_{\text {shut }}=L_f-L_s=4.26-1.92=2.34 \text { in } (s)
15 The force at this shut-height deflection is
F_{\text {shut }}=k y_{\text {shut }}=67.4(2.34)=158 lb (t)
16 The shut-height stress and safety factor are
\tau_{\text {shut }}=K_s \frac{8 F D}{\pi d^3}=1.06 \frac{8(158)(1.54)}{\pi(0.192)^3}=92794 psi (u)
N_{s_{\text {shut }}}=\frac{S_{s y}}{\tau_{\text {shut }}}=\frac{114308 psi }{92794 psi }=1.2 (v)
which is acceptable.
17 To check for buckling, two ratios need to be calculated, L_{f} / D and y_{max} / L_{f}
\begin{array}{c} \frac{L_f}{D}=\frac{4.26}{1.54}=2.77 \\ \frac{y_{\max }}{L_f}=\frac{y_{\text {initial }}+y_{\text {working }}}{L_f}=\frac{1.48+0.75}{4.26}=0.52 \end{array} (w)
Take these two values to Figure 14-14 (p. 801) and find that their coordinates are safely within the zones that are stable against buckling for either end-condition case.
18 The inside and outside coil diameters are
\begin{aligned} D_o &=D+d=1.54+0.192=1.73 \text { in } \\ D_i &=D-d=1.54-0.192=1.34 \text { in } \end{aligned} (x)
19 The smallest hole and largest pin that should be used with this spring are
\begin{array}{c} \text { hole }_{\min }=D_o+0.05 D=1.73+0.05(1.54)=1.81 \cong 1 \frac{13}{16} \text { in } \\ \operatorname{pin}_{\max }=D_i-0.05 D=1.34-0.05(1.54)=1.26 \cong 1 \frac{1}{4} \text { in } \end{array} (y)
20 The total weight of the spring is
W_t=\frac{\pi^2 d^2 D N_t \rho}{4}=\frac{\pi^2(0.192)^2(1.54)(10)(0.28)}{4}=0.40 lb (z)
21 We now have a complete design specification for this A227 wire spring:
d = 0.192 in OD = 1.73 in N_{t} 10, sq & g L_{f} = 4.26 in (aa)
Other calculated spring parameters for this example are shown in Table 14-10.
22 Models for this example are on the CD-ROM as EX14-03. There are also alternate approaches to the solution of this example shown in separate Mathcad and TKSolver files on the CD-ROM with a letter added to their name.
Table 14-10 Example 14-3 – Helical Compression Spring Design for Static Loading | ||||
Input | Variable | Output | Unit | Comments |
8.000 | C | trial spring index | ||
0.192 | dia | trial wire diameter | ||
0.750 | y | in | deflection of spring | |
1 | clash | % | % of deflect for clash allowance | |
‘hdrawn | matl | ‘music, ‘oiltemp, ‘hdrawn, ‘chromev, etc. | ||
‘sqgrnd | end | one of ‘plain, ‘pgrnd, ‘square, ‘sqgrnd | ||
‘unpeen | surface | one of ‘unpeen or ‘peen | ||
‘set | setflag | one of ‘set or ‘unset | ||
150 | Fmax | lb | maximum applied force | |
100 | Fmin | lb | minimum applied force | |
Fshut | 158 | lb | force at shut height | |
k | 67.4 | lb/in | spring rate with N_{a} rounded | |
Na | 8 | no. of active coils—to nearest 1/4 coil | ||
Ntot | 10 | no. of total coils | ||
D | 1.54 | in | mean coil diameter | |
Dout | 1.73 | in | outside coil diameter | |
Din | 1.34 | in | inside coil diameter | |
Ks | 1.06 | static factor—direct shear – Eq. 13.8 | ||
Kw | 1.18 | Wahl Factor—Eq. 13.9 | ||
tauinit | 58 716 | psi | shear stress at installed length | |
taustat | 88 074 | psi | shear stress at Fmax for static loading | |
taushut | 92 478 | psi | stress at shut height | |
Sut | 190 513 | psi | tensile strength—Eq. 13.3 & Table 13-4 | |
Sus | 127 644 | psi | ultimate shear strength—Eq. 13.4 | |
Sys | 114 308 | psi | shear yield based on Table 13-6 | |
Ns_static | 1.3 | safety factor—static loading at Fmax | ||
Ns_shut | 1.23 | safety factor—shut height (yielding) | ||
Lf | 4.26 | in | free length | |
Linstal | 2.78 | in | installed length | |
Lcomp | 2.03 | in | compressed length | |
Lshut | 1.92 | in | shut height | |
yinit | 1.48 | in | initial deflection at assembly | |
ymax | 2.23 | in | max working deflection | |
yclash | 0.113 | in | coil clash allowance | |
yshut | 2.34 | in | deflection to shut height |
Table 14-4 Coefficients and Exponents for Equation 14.3 Source: Reference 1 |
|||||||
ASTM# | Material | Range | Exponent b |
Coefficient A | Correlation Factor | ||
mm | in | MPa | psi | ||||
A227 | Cold drawn | 0.5–16 | 0.020–0.625 | –0.182 2 | 1 753.3 | 141 040 | 0.998 |
A228 | Music wire | 0.3–6 | 0.010–0.250 | –0.1625 | 2 153.5 | 184 649 | 0.9997 |
A229 | Oil tempered | 0.5–16 | 0.020–0.625 | –0.183 3 | 1 831.2 | 146 780 | 0.999 |
A232 | Chrome-v | 0.5–12 | 0.020–0.500 | –0.145 3 | 1 909.9 | 173 128 | 0.998 |
A401 | Chrome-s. | 0.8–11 | 0.031–0.437 | –0.093 4 | 2 059.2 | 220 779 | 0.991 |
Table 14-8 Maximum Torsional Yield Strength S_{ys} for Helical Compression Springs in Static Applications Bending or Buckling Stresses Not Included. Source: Adapted from Ref. 1 |
||
Material | Maximum Percent of Ultimate Tensile Strength | |
Before Set Removed (Use Eq. 13.10b) | After Set Removed (Use Eq. 13.9b) | |
Cold-drawn carbon steel (e.g., A227, A228) | 45% | 60–70% |
Hardened and tempered carbon and low-alloy steel (e.g., A229, A230, A232, A401) | 50 | 65–75 |
Austenitic stainless steel (e.g., A313) | 35 | 55–65 |
Nonferrous alloys (e.g., B134, B159, B197) | 35 | 55–65 |



