Rear Axle Shaft Design

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what-when-how In Depth Information

Rear Axle (Automobile)

26.6.

Rear Axle
The vehicle with non-independent rear suspension uses either a dead axle or a live axle. The dead axle only supports the weight of the vehicle, but the live axle besides fulfilling this task, contains a gear and shaft mechanism to drive the road wheels. The arrangements for supporting the road-wheels on live axles and providing the driving traction use an axle-hub mounted on to the axle-casing and supported by ball or roller-bearing. The two main components installed inside the axle of a rear-wheel drive vehicle are the final drive and differential. 26.6.1.

Axle Casing
The casing used now a days is either a banjo or carrier-type. In the past a split (trumpet) casing was occasionally used. These three types are shown in Fig. 26.51. The type of axle casing used decides the method for the removal of the final drive.

Banjo Type.
The tubular axle section of this casing is built up of steel pressings, which is welded together and suitably strengthened to withstand the bending load. The centre of this casing with the axle tube on one side resembles a banjo. The final drive assembly is mounted in detachable malleable iron housing and is secured by a ring of bolts to the axle casing. The axle shafts are slid into this assembly from the road wheel end of the casing. On some banjo axles a domed plate is bolted to the rear face of the casing. Removal of this plate provides excess to the final drive gears and in cases where the axle shaft is secured to the differential, this enables the axle shaft to be unlocked from the sun gear (side gear).

Fig. 26.51. Types of rear axle casing. A lubricant level plug is screwed into the domed cover or the final drive housing at a height about one third up the crown wheel, which is normally just below the axle tubes. This allows lubrication of the hub bearings by splash caused due to rotation of the crown wheel. Overfilling of the lubricating oil swamps the oil seals causing the oil to enter the brakes and hence this should be avoided. The final drive becomes hot during operation, hence some form of air vent is provided to release the pressure in the axle casing. Consequently the possibility of oil being forced past the seals is prevented.

Carrier Type.
This type of casing is more rigid than a banjo type and is often employed to support a hypoid gear. The final drive assembly is installed in a rigid malleable cast iron carrier, into which the axle tubes are pressed and welded. For extra rigidity reinforcing ribs extend from the pinion nose to the main carrier casing. A domed plate is fitted at the rear of the casing to provide access to the final drive gear. 26.6.2.

Axle Shafts and Hub Arrangements


The axle shaft transmits the drive from the differential sun wheel to the rear hub. The various types of shafts may be compared based on the stresses they resist. A simple automobile shaft has to withstand

(i) torsional stress due to driving and braking torque, () shear and bending stresses due to the weight of the vehicle, and (lit) tensile and compressive stresses due to cornering forces.

Fig. 26.52. Loading of different axle-hub arrangements. A. Semi-floating axle hub. B. Three-quarter floating axle hub. C. Fully floating axle hub. Axle shafts are divided into semi-floating, three-quarter floating and fully floating depending on the stresses to which the shaft is subjected. Axle half-shafts are situated on each side of the final drive and convey motion to the road-wheels. There are basically three different arrangements of supporting axle wheel hubs on the rear-axle casing. These include : (i) Semi-floating axle hub (commonly used on cars). (ii) Three quarter floating axle hub (rarely used today). (m) Fully floating axle hub (commonly used on heavy vehicles). Figure 26.52 demonstrates how loads are resisted with different axle-hub arrangements. A tough, hard material is used for the axle shaft to withstand the various stresses, resist spline wear and

provide good resistance to fatigue. Medium carbon alloy steel containing nickel, chromium and molybdenum is generally used to manufacture axle shafts.

Semi-floating Axle Hub.


The road-wheel is attached to the axle hub, which is an extension of the axle half-shaft. A single bearing inside the tubular axle-casing supports the outer end of the shaft. The inner end of the shaft is splined and supported by the final-drive unit, which itself is mounted on bearings within the axle casing (Fig. 26.52A). The semi-floating axle along with its overhanging hub is subjected to the driving torque as well as to both vertical and horizontal loads. The vertical load produces a shearing force, and the distance between the wheel and the suspension-spring seat on the axle causes a bending moment, the reaction of which is shared between the axle bearing and the final-drive-unit bearings. The horizontal load due to tilting of the vehicle, cornering centrifugal force, or side wind gives rise to both side-thrust and a bending moment. This bending moment may add to the vertical bending moment or may oppose it, depending on the direction of application of the side-force. A semi floating axle, suitable for small and medium sized cars, is illustrated in Fig. 26.53. The axle half shaft and flanged hub are forged from a single piece of nickel chrome steel. The hub end of the shaft is provided with a larger diameter than the rest of its length, which resists the vertical and horizontal loads. The outer face of the flanged hub is shouldered so that it centralizes accurately the brake drum. The flange is provided with evenly spaced holes around it for wheel studs.

Fig. 26.53. Semi-floating ball-race-bearing axle. A pre-greased and sealed deep grooved ball-race bearing is pressed over and along the shaft up to its shoulder. The bearing is sandwiched on one side by the axle-casing and on the other by the brake back-plate and the retaining plate by four nuts and bolts. To prevent excess oil leakage to the end of the axle-casing, a radial-lip oil-seal is pressed into a recess in the casing. Oil level of the final-drive is considerably lower than the axle shaft. However, the large amount of splash may cause the lubricant to spread along the shaft and enter the brake drum. An oil retainer is fitted at the hub end and the lip of the seal is positioned towards the final drive in the sealing arrangement. A semi-floating axle shown in Fig. 26.54 uses a taper-roller bearing, which is suitable for larger and higher-performance cars because of its greater load-carrying capacity. A separate hub is wedged on to a keyed and tapered half-shaft and a castellated nut holds it is position. The taperroller-bearing inner cone fits with a light force inside the mouth of the casing. The exact position of the bearing in the casing is provided by shims packed between the casing flange and the brake back-plate. Increasing the thickness of the shims on one side and decreasing it on the other shifts both half-shafts further to one side relative to the axl casing. On either road-wheel the outward

thrust is absorbed by the adjacent hub bearing, while inward thrust is transmitted to the opposite bearing through the axle half-shafts and a slotted axle-shaft spacer (not shown). Therefore, each hub bearing takes thrust in one direction only.

Fig. 26.54. Semi-floating taper-roller-bearing axle.

Bearing Loads.
Bearing loads due to side thrust on a wheel in semi-floating axle is shown in Fig. 26.55. Let F = lateral force at the rim of the wheel r = radius of the wheel L = distance between the centres of wheel bearings R\ and R2 = radial reactions of the wheel bearing on the wheel hub P = the thrust reaction of the bearing In practice, the radio rIL ~ 0.6. Considering the forces in the horizontal and vertical directions, P = F and R\=R2

Fig. 26.55. Bearing loads due to side thrust on semi-floating axle.

Therefore, for semi-floating type axles, P is equal to F, and Ri and R2 each approximately equal to three fifth ofF.Ri adds to the normal static load on the bearing, whereas R2 opposes it.

Axle Shaft.

Shafts for semi-floating type axles are subjected to both bending and torsion. Hence, the diameter, of the shaft should vary with the bending moment along the length. Accordingly, the diameter is minimum near the differential end where the shaft is subjected to nearly total torsion alfcd is maximum at the outboard bearing, where bending moment is maximum. The maximum stress in shaft occurs when the wheels slip or lock due respectively to a sudden application of power or braking on dry, hard pavement.

Using torsion formula, the minimum diameter can be calculated and at the bearing the equations for combined stresses can be used, assuming a diameter proportionately larger than the minimum and thus, both the allowable tensile and shear stresses in the shaft at the outboard bearing can be compared with the calculated values.

Axle Housing.
Semi-floating axle housing, like axle shafts, is subjected to both bending and torsion. The static load on the ourboard bearing depends on the driving force and the retarding force, and attains its maximum value when the wheel is either spun by the engine or locked by the brake. The bearing load produces a bending moment on the axle housing, which is zero at the centre of the bearing and increases uniformly to a maximum value at the centre of the spring seats and thereafter remains constant. As discussed in the case of axle shafts, the

Three-quarter-floating Axle-hub.
The road-wheel, in this case also, is bolted to the hub forming part of the axle-shaft. The outer end of the shaft and hub is supported by a bearing located over the axle-casing. The bearing in this case is positioned between the hub and the casing unlike between the axle and the casing as in the semifloating layout. The inner end of the half-shaft is splined to the final-drive assembly, same as the semi-floating half-shaft (Fig. 26.52B). In the three-quarter-floating axle and hub arrangement, the driving torque is transmitted by the shaft, but the shear force and bending moment are absorbed by the tubular axle-casing through the hub bearing, only if the road-wheel and the hub bearing lie in the same vertical plane. Practically, a slight offset of wheel and bearing centres exist so that the hub is tilted relative to the axle-casing. This is resisted by the bearing, but incase this offset is large, the half-shaft provides the additional resistance. Horizontal loads, which create end-thrust, are opposed by the hub bearing and casing. However, the side-forces create a bending moment, which tends to twist the wheel relative to the axle-casing. This tilting tendency is resisted mostly by the hub bearing and partly by the axle-shaft. A large tilting force therefore tends to overload the bearing if it is not adequately sized. A three-quarter-floating axle shown in Fig. 26.56 was once very popular for cars and light commercial vehicles when semi-floating half-shafts frequently failed due to fracture, specifically in cold weather. However, due to availability of the compact, cheap and reliable semi-floating axle, the three-quarter-floating arrangement is rarely used today. The half-shaft uses an upset-forged flange at the outer end, which is clamped to the bearing hub by the wheel studs. Either a large-diameter single-row or a double-row ball-race bearing is used (Fig. 26.56), depending upon light- or heavy-duty applications. This bearing is located on the axle-casing and is secured in position by a large nut. The outer bearing track supports the hub. An oil-seal is placed at the back of the hub to prevent excess oil, coming from the final drive, to escape to the brakes from the hub.

Fully Floating Axle-hub.


This axle-hub arrangement incorporates a flanged sleeve, which is positioned over the axle casing. The flange is provided to accommodate the road-wheel or wheels. Two bearings widely

Fig. 26.56. Three-quarter-floating axle. spaced are installed between the hub and the casing to support the hub assembly (Fig 2652C) This provides am improvement on the first two types of hub support. The axle-shaft in this case takes only the turning-effort or torque. Both the vertical and horizontal load reactions are resisted by a pair of widely spaced taper-roller bearings installed on the axle-casing. The axle half-shaft, therefore, is free from all the loads except the torsional drive to the wheel. Figure 26.57 illustrates a fully floating axle-hub, based on a concept of the three-quarter-floating axle. The construction is such that the two hubs on their bearing rotate independently of the halfshaft. Studs connecting the shaft to the hub transmit the drive and when the nuts on these studs are removed, the shaft may be removed without jacking up the vehicle and without interfering with the load-supporting role of the hub. This layout, therefore, allows the vehicle to be towed with a broken half shaft. This is a larger and more expensive construction than both the other layouts. This is specifically suitable for all truck and heavy-duty vehicles employing live axles and for trailers using dead axles where torque and axle loads are greater. Depending upon the application, single or twin road-wheels are used.

Fig. 26.57. Fully floating axle.

Bearing Loads.
The diagram showing the bearing loads due to side thrust on a full floating axle is presented in Fig. 26.58. In the figure, F = lateral force at the rim of the wheel r = radius of the wheel

L = distance between the centres of wheel bearing Rl and i?2 = radial reactions of the wheel bearing on the wheel hub P = the thrust reaction of the bearing In practice, the ratio r/L = 4. Considering the force in the horizontal and vertical directions, P = F andRi=R2 Taking moment, Fr = R\L and Fr = R%L Hence, Ri=R2 = ^F = 4F Rl adds to the normal static load on the bearing, whereas i?2 opposes it. The thrust load on the bearing is equal to the shock load, F on the wheel, whereas radial shock loads, Rl and R2 on the bearing are each approximately four times F.

Fig. 26.58. Bearing loads due to side thrust on full-floating axle.

Axle Shaft.
In this case the axle shafts are subjected to torsional stresses only. The shaft is also of constant cross-section. Thus, the formula for the torsional strength of shafts can be applied to calculate the diameter of the shaft.

For better grades of alloy steel that are generally used for axle shafts, shear stress averages to 295 to 325 MPa.

Axle Housing.
The housing for full-floating axle transfers the load to the road wheels. This acts as a simplysupported beam at the ends with distributed loads. But for the sake of simplicity in calculations without appreciable error, it can be considered as a beam with concentrated loading at the centre of the spring seats. Let W = the maximum load on one wheel I = The distance between the centre planes of the wheel and the spring seat. Then the bending moment produced by the reaction of the ground on the housing at the centre of

the spring seat = Wl

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