Torsion

Learning Objectives

  • Relate applied torque to internal torsional shear stress in circular shafts.
  • Compute polar moment of inertia for solid and hollow circular sections.
  • Determine angle of twist using material and geometric stiffness.
  • Connect torque, rotational speed, and transmitted power.
  • Solve basic statically indeterminate torsion systems using equilibrium and compatibility.

Torque

Torque is a moment about a member's longitudinal axis that tends to twist the member.

Elastic Torsion Formula

Shear stress distribution in a circular shaft under Saint-Venant torsion.

TJ=τr=GθL\frac{T}{J}=\frac{\tau}{r}=\frac{G\theta}{L}

Solid Circular Polar Moment

Polar second moment of area of a solid circular shaft.

J=πd432J=\frac{\pi d^4}{32}

Hollow Circular Polar Moment

Polar second moment of area of a hollow circular shaft.

J=π(D4−d4)32J=\frac{\pi(D^4-d^4)}{32}
Solid and Hollow Shaft Sections

The connected cutaway comparison makes the solid core and hollow bore visible; exact polar-moment relationships remain in the formulas.

Text-free connected shaft assembly showing a solid circular section beside a hollow tubular section.

Reading Solid and Hollow Sections

Compare the material layout at the two coaxial sections: the left segment is solid while the right segment surrounds an open bore. This contextual raster carries no dimensions, polar-inertia value, or stress distribution; use the formulas for those relationships.

Shear-Stress Distribution

For a circular shaft in elastic torsion, shear stress varies linearly with radius: it is zero at the center and maximum at the outer surface. The model assumes circular sections and Saint-Venant torsion; open thin-walled sections require different treatment.

Angle of Twist

Elastic twist of a prismatic circular shaft.

θ=TLJG\theta=\frac{TL}{JG}
Qualitative Shaft Twist

The intact shaft's restrained helical surface cue helps make rotation along its length visible without assigning an angle or measured result.

Text-free intact circular shaft between bearing supports with a restrained helical surface cue.

Reading the Twist Cue

The surface cue gives a qualitative sense of how a marked line on an intact shaft can change orientation along its length. It is not an angular scale, pointer, measured result, or substitute for the angle-of-twist formula and simulator.

Interactive Exploration

Adjust torque, diameter, and shaft length. Compare how the maximum shear stress and angle of twist respond, noting the strong fourth-power influence of diameter through JJ.

Torsion of a Circular Shaft

Concept and model scope

Explore elastic torsional shear stress and angle of twist for a solid circular steel shaft with G = 80 GPa.

Controls

Torque

Applied twisting moment. Both maximum shear stress and elastic twist vary linearly with torque.

Range: 0.1–5.0 kN·m. Step: 0.1 kN·m.

1.5 kN·m

Shaft diameter

Solid circular-shaft diameter. Polar moment J varies with the fourth power of diameter.

Range: 20–100 mm. Step: 2 mm.

50 mm

Shaft length

Physical shaft length. Elastic angle of twist varies linearly with length for constant T, J, and G.

Range: 0.5–4.0 m. Step: 0.1 m.

2.0 m
L = 2.0 m · d = 50 mmT = 1.5 kN·m
Polar moment J
0.614 ×10⁶ mm⁴

J = πd⁴/32

Maximum shear stress
61.1 MPa

Occurs at the outer radius for elastic circular-shaft torsion.

Angle of twist
3.50°

0.0611 rad

Power and Torque

Mechanical power transmitted by a rotating shaft.

P=Tω=2πfTP=T\omega=2\pi fT
Driver–Shaft–Driven Machine

The compact machine train shows where a shaft and coupling connect a driver to driven equipment; use the power formula for exact torque and speed relationships.

Text-free compact drive showing an electric motor, coaxial shaft, flexible coupling, and driven pump housing on a common base.

Reading the Power-Transmission Context

Follow the connected shaft from the motor-side driver through the coupling to the driven housing. This is a static physical context rather than operating guidance; it provides no power, speed, torque, rating, or rotation instruction.

Power-Transmission Design

For fixed power, higher rotational speed requires lower torque. Shaft sizing still has to satisfy both strength and stiffness: a shaft may meet an allowable shear stress but exceed a permissible angle of twist.

Shaft-Line Torque Context

A continuous circular shaft and coupling provide physical context for torque transmission; use the adjacent formulas and simulator for stress, twist, speed, and power values.

Idle shaft line with a circular shaft, bearing supports, flanged coupling, motor housing, and load hub.

Reading the Shaft-Line Context

The motor-side hub, circular shaft, coupling, and load-side hub show where a twisting action is transmitted through a shaft line. This is a static educational context rather than a machine-safety or equipment-rating instruction; it gives no torque, speed, power, or twist value. Use the sign convention, P=TωP=T\omega, and the torsion simulator for exact calculations.

Compatible Shaft Coupling

The interface view shows both shaft ends seated on the same axis through a coupling; it gives no alignment tolerance or torque capacity.

Text-free close-up of two coaxial shaft ends seated in a flexible coupling with exposed hubs.

Reading the Coupling Interface

Observe the common shaft axis and the way each end is seated in its coupling hub. The close-up explains physical compatibility only; it supplies no alignment gauge, tolerance, torque value, or equipment-approval claim.

Statically Indeterminate Torsion

A torsional system is statically indeterminate when equilibrium alone cannot determine all reaction torques. Add compatibility of rotation. For a shaft fixed at both ends, the net relative rotation between the fixed supports is zero, so the signed segment twists must satisfy ∑θi=0\sum\theta_i=0.

Compatibility Requires Signed Twist

Use a consistent torque and rotation sign convention across all shaft segments. Magnitude-only twist equations can produce incorrect reaction torques in indeterminate systems.

Key Takeaways
  • Circular-shaft shear stress increases linearly with radius and is largest at the outer surface.
  • Torsional stiffness is JG/LJG/L; diameter strongly affects both stress and twist.
  • Power transmission links torque to angular speed through P=TωP=T\omega.
  • Strength and stiffness are separate design checks.
  • Indeterminate torsion requires both equilibrium and rotational compatibility.