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Shaft Component Generator

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    Use the Shaft Component Generator to design the shape of a shaft, add and calculate loads and supports, and other calculation parameters. Perform a strength check and generate the shaft into the Autodesk Inventor. The shaft is assembled from single sections (cylinder, cone and polygon) including features (chamfers, fillets, neck-downs, and so on).

    Use the Shaft Component Generator to:

    • Design and insert shafts with unlimited number of sections (cylinders, cones, polygons) and features (fillets, chamfers, threads, and so on.).
    • Design shaft of a hollow shape.
    • Insert features (chamfers, fillets, threads) onto the inner bores.
    • Split shaft cylinder and retain the length of the shaft section.
    • Save shafts to templates library.
    • Add unlimited number of loads and supports to your shaft design.

    For certain features, Shaft Generator uses data from Content Center.

    NoteYou must be connected to Content Center server and Content Center must be configured on your computers to insert components using Shaft Generator.

    Select the following features from Content Center:

    • Keyway Grooves
    • Plain Keyway Grooves
    • Keyway Grooves with rounded end
    • Retaining Rings

    When designing shafts, use 3D grips in the graphics window to modify section dimensions to speed up your design.

    Edge Features

     

    Features which can be placed only on the shaft edge, for example: chamfers, fillets, lock nuts, threads. You can place only one feature on the shaft edge.

    Middle Features

     

    Features which can be placed on the shaft section, for example: keyways, retaining rings, notches, and so on. You can place an unlimited number of these features on a shaft section.

    Position markers

     

    Defining points on a section to which the loads and supports are positioned. Use Alt + drag to move a force or support and assign it to another position marker.

    Graphical Previews

     

    When designing shaft using Shaft Generator, the 3D graphical preview (with all sections, features, and 3D Grips) is available in the Autodesk Inventor window and 2D preview is available in the Design tab. 2D preview is optional.

    When you switch to the Calculation tab, the graphical previews in the Autodesk Inventor window and in the Calculation tab changes to preview of loads and supports.

    TipSee the Engineer's Handbook for used calculation formulas for designing shafts.

    Procedures

    Design shafts

    Design a shaft

     
    1. On the ribbon, click Design tab Power Transmission panel Shaft.
    2. On the Design tab:
      • In the Placement box area, specify the shaft placement within the assembly, if needed.
        NotePlacement is not required to design shaft using Shaft Generator.
      • In the Sections box area, use the pull-down list to design a shape of the shaft. Depending on your selection, the commands within the toolbar display.
        • Select Sections to insert shaft features and sections.
        • Select Bore on the right/Bore on the left to design a hollow shaft shape.
      • Select commands from the menu (Insert Cone, Insert Cylinder, Insert Polygon) to insert shaft sections. Selected section displays in the tree control. Based on the section type (cone, cylinder, and so on) and based on the section position (first, in the middle, and so on) the list of available features is available for each section. You can insert unlimited number of sections.
      • Select the shaft feature or section and click to edit the dimensions.
      • Select the shaft feature or section and click to delete the feature or section.
      • (Optional) Click Options from the toolbar (which is always available) to set options for 3D graphical preview and 2D preview.
      • (Optional) Click More in the right lower corner of the Design tab to add a designed shaft to the Templates Library.
    3. Click OK to insert a shaft to the Autodesk Inventor assembly.
    NoteYou can switch to the Calculation tab to set the shaft material and add loads and supports.

    Click Results to display the HTML report.

    Design a hollow shaft shape

     
    1. On the ribbon, click Design tab Power Transmission panel Shaft.
    2. On the Design tab:
      • In the Placement box area, specify the shaft placement within the assembly.
        NotePlacement is not required to design shaft using Shaft Generator.
      • Select Sections from the pull-down list in the Sections box area, and insert shaft sections.
      • Select Bore on the right/Bore on the left from the pull-down list in the Sections box area. Insert Cylindrical Bore and Insert Conical Bore options display on the toolbar. Click to insert a hollow shaft of an appropriate shape.
      • Select the bore in the tree control and click to edit the dimensions.
      • Select the bore in the tree control and click to delete the bore.
      • (Optional) Click Options from the toolbar (which is always available) to set options for 3D graphical preview and 2D preview.
      • (Optional) Click More in the right lower corner of the Design tab to add a designed shaft to the Templates Library.
    3. Click OK to insert a shaft to the Autodesk Inventor assembly.

    Split selected shaft cylinder

    When designing shaft with cylinder you can split the selected cylinder into two parts. The length of the cylinder remains the same.

    In the graphics window or the 2D Preview area of the Design tab, select the cylinder and click Split Selected Section in the toolbar.

    Specify supports

    Drag supports along the whole shaft length, if appropriate. Only one support carries the axial load, and its diagrammatic display is different from others.

     
    1. On the ribbon, click Design tab Power Transmission panel Shaft.
    2. On the Design tab, design a shaft shape.
    3. Switch to the Calculation tab:
      • In the Loads & Supports area, select Supports from the pull-down list. Add Fixed Support and Add Free Support commands display in the toolbar.
      • Add free or fixed support.
      • Select the support in the tree control and click to edit the support dimensions.
      • Select the support in the tree control and click to delete the support.

    Specify loads

     
    1. On the ribbon, click Design tab Power Transmission panel Shaft.
    2. On the Design tab, design a shaft shape.
    3. Switch to the Calculation tab:
      • In the Loads & Supports area, select Loads from the pull-down list. Available commands display in the toolbar.
      • Click or to add common or continuous load.
      • Select the load in the tree control and click to edit the load dimensions.
      • Select the load in the tree control and click to delete the load.

    Specify forces

    Forces are specified in all directions. Fx (axial), Fy (XY plane) and Fz (XZ plane). Positive force actuates in the opposite direction than the positive coordinate axis.

     
    1. On the ribbon, click Design tab Power Transmission panel Shaft.
    2. On the Design tab, design a shaft shape.
    3. Switch to the Calculation tab:
      • In the Loads & Supports area, select Loads from the pull-down list. Available commands display in the toolbar.
      • Click or to add radial or axial force.
      • Select the force in the tree control and click to edit the force dimensions.
      • Select the force in the tree control and click to delete the force.

    Specify moments

    Specify moments in all directions. Mx (torque), My (bending - XZ plane) and Mz (bending - XY plane). Positive moment actuates in the counterclockwise direction.

     
    1. On the ribbon, click Design tab Power Transmission panel Shaft.
    2. On the Design tab, design a shaft shape.
    3. Switch to the Calculation tab:
      • In the Loads & Supports area, select Loads from the pull-down list. Available commands display in the toolbar.
      • Click to add bending moment.
      • Select the bending moment in the tree control and click to edit the bending moment dimensions.
      • Select the bending moment in the tree control and click to delete the bending moment.

    Specify torque

    Torque is entered using two forces which are mutually opposite. One force represents the actual torque, and the other force must be negative (for example, 150 Nm and -150 Nm). The sum of all torques (Max) must be equal to 0.

     
    1. On the ribbon, click Design tab Power Transmission panel Shaft.
    2. On the Design tab, design a shaft shape.
    3. Switch to the Calculation tab:
      • In the Loads & Supports area, select Loads from the pull-down list. Available commands display in the toolbar.
      • Click to add torque.
      • Select the torque in the tree control and click to edit the torque dimensions.
      • Select the torque in the tree control and click to delete the torque.

    Edit shafts using Shaft Generator

     
    1. Open the Autodesk Inventor assembly with the already inserted Design Accelerator shaft.
    2. Select the shaft, right-click to display the context menu and select the Edit Using Design Accelerator command.
    3. Edit the shaft. You can add, delete features and sections, edit the calculation parameters. If you changed calculation values, click Calculate to see the strength check. Calculation results are displayed in the Results area. The inputs that fail the calculation are displayed in red (their value does not correspond with other inserted values or calculation criteria). Reports of the calculation are displayed in the Summary of Messages area.
    4. Click OK.

    Add shafts to Templates Library

    You can save shafts to Templates Library.

    To display the Templates Library, on the Design tab, click More in the lower right corner.

    • Click Add to add the shaft to templates.
    • Click Set to open the selected shaft template.
    • Click Delete to delete selected template.

    In the Templates Description dialog box, set the template name, and click OK.

    On Microsoft Windows XP, the shaft templates are saved to the following location: ...Documents and Settings\%USERNAME%\Application Data\Autodesk\Inventor [ver]\DesignAccelerator\Templates.

    On Microsoft Windows Vista/Windows 7, the bolted connection templates are saved to the following location: AppData\%USERNAME%\Autodesk\Inventor [ver]\DesignAccelerator.

    Set shaft options

    Within the Shaft Generator, you can set options for features and inner sections visibility in 3D graphical preview and 2D preview.

    The availability of options depends on which tab you used to open the Options dialog box. The options vary for Design and Calculation tabs. Selections made in the Design tab apply to that particular tab..

     
    1. On the ribbon, click Design tab Power Transmission panel Shaft.
    2. On the Design or Calculation tab, select Options.
      NoteOptions command is always available.
    3. On the Options dialog box you can:
      • On the 3D Preview box area, set options for 3D visibility of features, display of the shaft coordinate system.
      • On the 2D Preview box area, set options for 2D preview within the Design tab.
    4. Click OK.

    Use padlocks to specify if the variable is independent

    Lock the particular dimension to stick to the dimensions of shaft sections next to them. Use padlocks to make certain dimensions dependent and independent.

    When dimensions are unlock, they can be freely changed.

    Lock particular dimension – cone diameter, for example. Cone has no grips available. The dimensions change according to the dimension of section next to the cone. When you change the dimension of such section – cylinder, for example, the diameter of cone changes also. Changes in the cylinder dimensions affect the cone.

    Padlocks are available for hollow sections too.

    Shaft Tutorial

    References

    Shaft Component Generator - Design tab

    Use the Design tab to design a shaft of a shape. The designed shaft can contain unlimited number of sections. Each section can have two edge features and unlimited number of middle features. The preview of the shaft displays in the Autodesk Inventor window. On the Design tab (which is optional) as you design, its shape changes according to the specification made in the Design tab (number of sections, shape of sections, hollow shaft shape, and so on).

    In the Autodesk Inventor window, use the 3D grips to change and define parameters of the shaft. Click the shaft element to enable it and when the grips are shown, you can:

    • Browse the selected section to see the tooltip with displayed dimension values.
    • Double-click the section to open the Edit dialog box where you can set values such as length or diameter. A preview of the section is also shown.
    • Double-click the grip to open the Edit dialog box where you can set the appropriate value (length or diameter).

    Access:

    Ribbon: Design tab Power Transmission panel Shaft

    Placement

    Defines the placement of the shaft. Within the Autodesk Inventor window, select cylindrical face or work axis, start plane and shaft orientation, as needed.

    When you define placement, the shaft is previewed in that location in the Autodesk Inventor window. Click OK to create and constrain the shaft in the assembly.

    NoteBy default, the shaft is previewed in an origin - X is an axis, YZ is a start plane and XY is an orientation plane.

    Axis

    Select the cylindrical face or axis.

    Start

    Select the work plane or face that can mate with the start of the shaft.

    Orientation

    Select the work plane to rotate shaft or its features.

    Flip

    Reverses direction of the shaft.

    Mate

    Check the box to mate the shaft onto the selected geometry.

    Sections

    Use this area to design a shape of the shaft. Use the graphical toolbar and the section tree control. Select Sections or Bore on the right/Bore on the left from the drop-down list. Your selection displays the appropriate commands on the toolbar. The Options command is always available.

    Click the button to add appropriate shaft section (cone, cylinder, or polygon) and feature (keyway for example). For edge features, a dialog box displays where you can set the appropriate values. Click the middle feature icon to open the edit dialog box.

    Selected section and feature displays in the list where you can edit or delete it.

    The graphical representation of features and sections is displayed in Autodesk Inventor window as 3D preview and in the Design tab as 2D preview (which is optional). Work with the preview as with 3D Grips. You can drag the preview to the appropriate position. Double-click to display the Edit dialog box. Move the mouse cursor above the graphical representations to display a description of a section/feature.

    TipEnable the Always Show option in the 2D Preview area of the Options dialog box to display the 2D preview in Design tab.

    Use hotkeys to perform following actions:

    On the shaft toolbar:

    Click a section icon

    Adds the section behind the selected one.

    CTRL + Click a section icon

    Inserts the section before the selected one.

    On the tree control:

    Double-click

    Opens an edit dialog box.

    Right-click

    Displays the context menu.

    Hover mouse over the tree item

    Displays a tooltip with the tree item (section/feature) information (size, for example).

    Drag (for sections only)

    Moves section.

    Sections

     

    Insert Cylinder inserts the cylinder section after the selected shaft section.

     

    Split Selected Section splits the selected shaft cylinder while keeping the same length of the shaft.

     

    Insert Cone inserts cone section after the selected shaft section.

     

    Insert Polygon inserts polygon section after the selected shaft section.

     

    Specify shaft by picking geometry in assembly measures the shaft geometry from selected cylindrical face, planar face, work planes or sketches from the assembly.

     

    Collapse All Children collapses the section tree.

     

    Expand All Children expands the section tree.

     

    Options opens the Options dialog box where you specify your preferences for shaft 2D and 3D previews.

    Bore on the left

     

    Insert Cylindrical Bore inserts inside cylinder section on the left after the selected shaft section.

     

    Insert Conical Bore inserts inside cone section on the left after the selected shaft section.

    Bore on the right

     

    Insert Cylindrical Bore inserts inside cylinder section on the right after the selected shaft section.

     

    Insert Conical Bore inserts inside cone section on the right after the selected shaft section.

    The sections and features are editable:

     

    Opens the appropriate dialog box to edit dimensions.

     

    Deletes the selected feature or section or bore.

     

    Section tree control

    Section tree control contains controls for shaft sections and features. Middle features display as children of the sections. Edge features display as a part of sections. Section tree control displays sections or bores at one time only.

    Left edge features

    The list of available features in the menu is filtered based on the section type (cone, cylinder, and so on) and based on the section position (first, in the middle, on so on).

    Click the arrow to display list of available left edge features.

    Click to add a feature.

    Following left edge features are available:

    • Chamfer
    • Fillet
    • Lock Nut Groove
    • Relief
    • Thread
    • Plain Keyway Groove
    • Keyway Groove with one rounded end

    Section types

    Three shaft section types are available within the Shaft generator. According to your section selection, the features are available. For Cone, no middle features are available. For polygon, no edge features are available, only Through Hole is available.

    • Cylinder
    • Cone
    • Polygon

    Right edge features

    The list of available features in the menu is filtered based on the section type (cone, cylinder, and so on) and based on the section position (first, in the middle, and so on).

    Click the arrow to display list of available left edge features.

    Click to add a feature.

    Following right edge features are available:

    • Chamfer
    • Fillet
    • Lock Nut Groove
    • Relief

    Section features

    List of available features in the menu is filtered based on the section type (cone, cylinder, and so on) .

    Click the arrow next to the icon to display list of available section features.

    Click to add a feature.

    Following section features are available:

    • Keyway groove
    • Retaining Ring
    • Wrench Opening
    • Relief D
    • Through Hole
    • Groove - A, Groove -B

    2D Preview

    When you design shaft, you have an option to display a 2D preview of the designed shaft within the Design tab. To display 2D Preview, select the Always Show option within the 2D Preview box of the Options dialog box, and click OK.

    2D Preview area is resizable.

    When you select a section, appropriate section is also selected in the tree control in the Design tab, and in the Autodesk Inventor window.

    Right-click to display a context menu with available features.

    Place the mouse cursor above a shaft section or feature to display a tooltip informing about section or feature dimensions.

    Tips:

    • Double-click the section to display the dialog box where you can edit section dimensions.
    • Press CTRL + Drag to reposition the section.
    • Hover mouse over the tree section/feature to display a tooltip with the tree item (section/feature) information (size, for example).

    Results

    To display the Results area on the right side of the Design, Calculation, and Graphs tabs, double-click the double line on the right or click the chevron.

    Displays the calculated dimensions values such as main diameter. Click Calculate to display the values. The units of the calculated results values can be changed. Double-click the specified value you want to change.

    The following output parameters are displayed in the Results pane:

    • Dimensions
      • Shaft Length (L)
    • Cylinder
      • Main Diameter (D)
      • Length (L)
    • Cone
      • First Diameter (D1)
      • Second Diameter (D2)
      • Length (L)
    • n-Side
      • Diameter Circumscribed (Dout)
      • Diameter Inscribed (Din)
      • Length (L)
      • Number of Edges (N)
      • Main Diameter (D)

    Graphical Preview

    A graphical preview of the selected geometry is displayed in Autodesk Inventor. You can use grips to specify section and feature dimensions. 3D Grips are available for selected section or middle feature.

    Double-click or drag the 3D grip to change the dimension.

    You can use 3D grips to edit following dimensions:

    • Cylinder:
      • diameter of the section
      • length of the section
    • Cone:
      • first diameter of the section
      • second diameter of the section
      • length of the section
    • Polygon
      • diameter of the section
      • length of the section
      • rotation of section
    • Keyway
      • distance of feature from section start
      • rotation of feature
      • length of the feature - available only if there is a list of available data - from Content Center, for example
    • Retaining Ring
      • distance of feature from section start
    • Wrench
      • feature width
      • feature length
      • distance of feature from section start
      • rotation of feature
    • Relief D
      • distance of feature from section start
    • Through Hole
      • feature diameter
      • distance of feature from section start
      • rotation of feature
    • Groove - A
      • distance of feature from section start
    • Groove - B
      • distance of feature from section start
      • rotation of feature

    Tips:

    • Double-click a 3D grip to open the dimension edit dialog box.
    • Double-click a section/feature to open the feature edit dialog box.
    • Hover mouse over the tree section/feature to display a tooltip with the tree item (section/feature) information (size, for example).

    Toolbar commands

    Template Description

    Shaft Component Generator - Calculation tab

    Set material, loads, and supports to calculate the shaft.

    Access:

    Ribbon: Design tab Power Transmission panel Shaft and click the Calculation tab.

    Material

    Specify material or select it from Material Database. Check the box to open the Material Database where you can select the appropriate material.

    If a material is selected from the Material Database, its values are inserted automatically into the following edit fields, and the edit fields are locked. To unlock the fields clear the box.

    Warning: Strength parameters of material are determined empirically and reflect minimum values applicable for a group of materials. Although these values are close to the values obtained using measurement of particular materials, we recommend that in cases of final calculations, to use the parameters of material according to the material sheet or specifications of the producer.

    Modulus of Elasticity

    (also called Young's module) is the ratio of unit stress to unit strain within the proportional limit of a material in tension or compression.

    Modulus of Rigidity

    Enter the modulus of rigidity of the shaft material.

    Density

    Enter the density of the shaft material.

    Calculation Properties

    Use this group box to specify the calculation properties.

    Use density

    Check the box to include the mass in the calculation. If you clear the Density checkbox, the Density is not included in the calculation. Mass is calculated as if the density is used.

    Use shear displacement ratio

    Determines if the value is used in the deflection calculation.

    Shear displacement ratio: The radial forces acting on the profile cause it both to bend, and to slide. If the profile is expected to bend a lot (long or thin profiles), the sliding effect does not appear and the shear displacement ratio may be disregarded – switched off. For thick or rigid profiles this effect is more significant. Value 1.18 is used as a default for cylindrical profiles.

    Number of Shaft divisions

    Specify the number of the shaft divisions used for calculation.

    Mode of reduced stress

    Select either HMH or Tresca-Guest mode of reduced stress calculation. The selected mode affects calculated value of reduced stress.

    See the Engineer's Handbook for the formula used.

    Loads & Supports

    Use this area to specify loads and supports. Select Loads or Supports from the drop-down list. Your selection displays the appropriate commands on the toolbar. The Options command is always available.

    Click the button to add appropriate force, load, or support. A dialog box displays where you can edit the values.

    Selected force or support displays in the list where you can edit or delete it.

    The graphical representation of loads and supports is displayed in Autodesk Inventor window. Work with the preview as with 3D Grips. You can drag the preview to the appropriate position. Double-click to display the edit dialog box. Move the mouse cursor above the graphical representations to display a description of a force or support. When you select load or support in the list in the Beam Calculation tab, its graphical representation is selected within the Autodesk Inventor window, and vice versa.

    Only one support carries the axial load, and its diagrammatic display is different from others.

    Tips:

    • Double-click a force/support to open an edit dialog box.
    • Hover mouse over the tree item to display a tooltip with the tree item (force/support) information (size, for example).

    Loads

     
     

    Add Force Opens the Radial Force dialog box where you can set the radial force properties, such as distance or angle.

     

    Add Axial Force Click to open the Axial Force dialog window where you can set the radial force properties, such as distance or axial force value.

     

    Add Continuous Load Click to open the Continuous Load dialog box and set the continuous load properties, such as length or angle.

     

    Add Bending Moment Specifies moments in all directions. Mx (torque), My (bending - XZ plane) and Mz (bending - XY plane). Positive moment actuates in the counterclockwise direction.

    Click to open the Bending Moment dialog box and set the bending moment properties.

     

    Add Torque Torque is entered using two forces which are mutually opposite. One of the forces represents the actual torque, the second force must be negative (for example, 150 Nm and -150 Nm). The sum of all torques (Max) must equal 0.

    Click to open the Torque dialog box and set the torque properties, such as distance or torque value.

     

    Add Common Load Click to open the Common Load dialog box and set the common load properties, such as force or length.

    Supports

     

    Add Fixed Support Click to open the Fixed Support dialog box and set the fixed support properties.

     

    Add Free Support Click to open the Free Support dialog box and set the free support properties.

     

    Options Click to open the Options dialog box for 3D and 2D graphical preview.

    Loads and supports are editable:

     

    Opens the appropriate dialog box to edit loads or supports.

     

    Deletes the selected load or support.

    2D Preview

    2D preview is displayed in the lower part of the Calculation tab, by default. To hide the 2D Preview, select the Always Hide option within the 2D Preview box of the Options dialog box, and click OK.

    When you select a load or support, appropriate load or support is also selected in the tree control in the Calculation tab, and in the Autodesk Inventor window.

    Place the mouse cursor above a load or support to display a tooltip informing about load or support dimensions.

    Green and blue position markers are displayed in the 2D preview just as in a preview in Autodesk Inventor window. For each section, three position markers are displayed, one at each end of a section, and one position marker in the middle of each section. Blue position marker means that load or support is positioned to such position marker.

    Tips:

    • Double-click the load or support to display an edit dialog box.
    • Hold CTRL + double-click to open dialog box to edit force or support dimension.
    • Hold SHIFT + double-click force to open edit dialog box for force size.
    • Drag to move force or support,
    • Hover mouse over the tree item to display a tooltip with the tree item (force/support) information (size, for example).

    Results

    To display the Results area on the right side of the Design, Calculation and Graphs tabs, double-click the double line on the right or click the chevron.

    The area displays calculated values such as the size of resistance in supports, deflection, and rotation in the place of the supports and loads, maximum bending and torsion stress, angel of twist, and mass of the shaft. Values are calculated when Calculate is pressed.

    The following items are displayed in the Results pane:

    NoteFor more information on the calculated parameters, see Engineer's Handbook.

    The Load and Support lists include some of the important values at the position of every load and support. For a continuous load, the values are listed both for the beginning and for the end of the load.

    • Results
      • Length (L)
      • Mass (Mass)
      • Maximal Bending Stress (smax)
      • Maximal Shear Stress (ts)
      • Maximal Torsional Stress (t)
      • Maximal Tension Stress (sT)
      • Maximal Deflection (fmax)
      • Angle of Twist (j)
    • Load
      • Deflection in Y Axis (fy)
      • Deflection in Y Axis (fx)
    • Support
      • Support Force in X axis (FX)
      • Support Force in Y axis (FY)
      • Support Force in Z axis (FZ)
      • Yielding in Y axis (YY)
      • Deflection in X axis (fX)
      • Deflection in Y axis (fY)

    Summary of Messages

    Displays the reports about calculation. To open the Summary of Messages area at the bottom of the Calculation and Design tabs, double-click the double line at the bottom of tabs or click the chevron at the bottom of the tabs.

    Graphical Preview

    A graphical preview of the loads and supports is displayed in Autodesk Inventor. Drag the preview of load and support to place it to the appropriate position.

    Double-click the graphical representation of load and support to display a dialog box where you can change the appropriate properties.

    Green and blue position markers are displayed in the preview. For each section, three position markers are displayed, one at each end of a section, and one position marker in the middle of each section. Blue position marker means that load or support is positioned to such position marker. Use Alt + drag to move a force or support and assign it to another position marker.

    Tips:

    • Drag to move load or support.
    • Hold CTRL + Drag to rotate a force.
    • Hold ALT + Drag to move a force/support and assign it to another position marker.
    • Hold Shift + Drag (for continuous load only) to change the length of the continuous load.
    • Double-click force or support to open the Edit dialog box.
    • Hold Ctrl + double-click to open the Dimension Edit dialog box for force/support of position.
    • Hold Shift + double-click a force to open the Edit dialog box for force size.
    • Pause mouse over the tree section or feature to display a tooltip with the tree item (force or support) information ( for example, size).

    Toolbar commands

    Graphs tab

    The Graphs tab displays diagrams of individual calculated characteristics. Some of the graphs are available for the YZ and XZ planes, as well as for the sum value.

    Access:

    • Ribbon: Design tab Power Transmission panel Shaft and click the Graphs tab.
    • Ribbon: Design tab Frame panel Beam/Column Calculator and click the Beam Graphs tab.

    Graph Selection

    Shear Force

    Shear forces sum.

       

    YZ Plane

    shear force in the YZ plane
       

    XZ Plane

    shear force in the XZ plane

    Bending Moment

    Bending moment sum.

       

    YZ Plane

    bending moment in the YZ plane
       

    XZ Plane

    bending moment in the XZ plane

    Deflection Angle

    Deflection angle sum (between the Z axis and the shaft).

       

    YZ Plane

    deflection angle in the YZ plane
       

    XZ Plane

    deflection angle in the XZ plane

    Deflection

    Shaft deflection sum.

       

    YZ Plane

    shaft deflection the YZ plane
       

    XZ Plane

    shaft deflection in the XZ plane

    Bending Stress

    Bending stress sum.

       

    YZ Plane

    bending stress in the YZ plane
       

    XZ Plane

    bending stress in the XZ plane

    Shear Stress

    Shear stress sum.

       

    YZ Plane

    shear stress in the YZ plane
       

    XZ Plane

    shear stress in the XZ plane

    Torsion Stress

    Torsion stress.

    Tension Stress

    Tension stress.

    Reduced Stress

    Reduced stress.

    Ideal Diameter

    The graph shows an ideal shape of the shaft is based on the bending moment and calculates a diameter of a circular section which results in a 50MPa stress in every given coordinate of the shaft. This graph is independent on the selected shaft material. It shows the overall relations of the shape based on some constant stress.

    Depending on the settings, the relevant graphs in the YZ plane (and the sum graphs as well) may include the effect of gravity and material density.

    Deflection angle is the angle between the Z axis and the direction of the deflected center line at the given Z coordinate.

    The formula for reduced stress is listed in the Engineer's Handbook.

    Graph

    Displays diagram of selected graph.

    Double-click the graphical representation of graph or support to display appropriate edit dialog box where you can change values of load and support. However, you cannot delete loads and supports on the Graphs tab, you can do it in the Calculation tab only.

    Results

    To display the Results area on the right side of the Graphs tabs, double-click the double line on the right or click the chevron.

    The area displays calculated values such as the size of resistance in supports, deflection, and rotation in the place of the supports and loads, maximum bending and torsion stress, angle of twist, and mass of the shaft.

    The following items are displayed in the Results pane:

    NoteFor more information on the calculated parameters, see the Engineer's Handbook chapters for shafts and beams.

    The Load and Support lists include some of the important values at the position of every load and support. For a continuous load, the values are listed both for the beginning and for the end of the load.

    • Results
      • Length (L)
      • Mass (Mass)
      • Maximal Bending Stress (smax)
      • Maximal Shear Stress (tS)
      • Maximal Torsional Stress (t)
      • Maximal Tension Stress (sT)
      • Maximal Reduced Stress (sred)
      • Maximal Deflection (fmax)
      • Angle of Twist (f)
    • Load
      • Deflection in Y Axis (fY)
      • Deflection in X Axis (fX)
    • Support
      • Support Force in Z Axis(FZ)
      • Support Force in Y Axis (FY)
      • Support Force in X Axis (FX)
      • Yielding in Y Axis (YY)
      • Yielding in X Axis (YX)
      • Deflection in Y Axis (fY)
      • Deflection in X Axis (fX)

    Options

    Use this dialog box to specify the 3D preview settings and visibility of 2D preview in the Design and Calculation tabs.

    Access:

    Ribbon: Design tab Power Transmission panel Shaft and in the Design or Calculation tab, click Options.
    NoteSome options are available only if you open Options dialog box from the Calculation tab.

    3D Preview

    Section Edge Features (Fillet, Chamfer,...)

    Specify the visibility of 3D edge features.

    Show - Section edge features is always visible.

    Hide - Section edge features is hidden.

    Show Only for Selected Section - 3D edge features is visible for selected section only.

    Section Middle Features (Keyway, ...)

    Specify the visibility of 3D middle features.

    Show - Section middle features is always visible.

    Hide - Section middle features is hidden.

    Show Only for Selected Section - 3D middle features is visible for selected section only.

    Bores

    Specify the visibility of 3D bores.

    Show - 3D bores is always visible.

    Hide - 3D bores is hidden.

    Show Only for Selected Section - 3D bores is visible for selected section only.

    Bore Edge Features (Fillet, Chamfer, ...)

    Specify the visibility of bore edge features.

    Show - Bore edge features is always visible.

    Hide - Bore edge features is hidden.

    Show Only for Selected Section - Bore edge features is visible for selected section only.

    Bore Middle Features (Retaining Ring, ...)

    Specify the visibility of bore middle features.

    Show - Bore middle features is always visible.

    Hide - Bore middle features hidden.

    Show Only for Selected Section - Bore middle features is visible for selected section only.

    Apply same settings also for 2D preview

    Select to apply the same settings for 2D preview on the Design and Calculation tabs.

    If no placement show in default (X-axis, YZ-plane, XY-plane)

    Select to create 3D preview of the shaft in the default position in the graphics window.

    NoteIf you change this option you must restart the Shaft Generator to enable the option.

    Show Shaft Coordinate System

    Select to show 3D shaft coordinate system.

    Automatically Scale Loads and Supports

    Select to scale supports and loads while zooming, and set the scale value.

    NoteThis option is available only if you open Options dialog box from the Calculation tab.

    2D Preview

    Always Hide

    Select to always hide 2D preview. 2D preview is hidden in the tab (Design or Calculation) where you made the selection. It means that you can have 2D preview hidden independently in Design and Calculation tabs.

    Always Show

    Select to always show 2D preview. 2D preview is shown in the tab (Design or Calculation) where you made the selection. It means that you can have 2D preview shown independently in Design and Calculation tabs.

    Automatically Scale Loads and Supports

    Select to scale supports and loads while zooming, and set the scale value.

    NoteThis option is available only if you open Options dialog box from the Calculation tab.

    Show Section Features in Calculation Results report

    Select to show section features in the HTML report.

    NoteThis option is available only if you open Options dialog box from the Calculation tab.

    Show Bores and Bores Features in Calculation Results report

    Select to show bores and bore features in the HTML report.

    NoteThis option is available only if you open Options dialog box from the Calculation tab.

    Show Loads&Supports in Calculation Results report

    Select to show loads and supports in the HTML report.

    NoteThis option is available only if you open Options dialog box from the Calculation tab.

    Show Section Features when Calculation/Graph tab is active

    Select to display section features (keyway, groove, wrench opening, for example) in the 2D preview in the Calculation and Graph tabs.

    Show Bores and Bores Features when Calculation/Graph tab is active

    Select to display bores and bore features in the 2D preview in the Calculation and Graph tabs.

    Show Loads&Supports Designation

    Select to show the loads and supports designation such as F1, F2, q1 in the 2D preview in the Calculation and Graph tabs.

    NoteThis option is available only if you open Options dialog box from the Calculation tab.

    Template Description

    Displays list of shaft templates.

    Access:

    Ribbon: Design tab Power Transmission panel Shaftand on the Design tab, in More Options, click Add.

    You can create each new shaft from a template. When you open the Shaft Generator, click Set to apply the template to the currently designed shaft.

    Any new shaft can be used as a template. Save it to the Templates Library on the hard drive, and the next time you create a shaft, the new template is available.

    The name of template must be unique. If you try to save the template and the name exists, you are prompted to set a different name.

    Set

    Applies selected template to a current content of the shaft.

    Add

    Adds a newly designed shaft to the template library.

    Delete

    Deletes the selected shaft template.

     

     

    Tips:

    • When you double-click a template, you can change the template description, if needed.
    • Drag a template to reorder it within the library.

    Cylinder

    Use the dialog box to enter parameters for cylinder.

    NoteYou can insert an unlimited number of middle features to a cylinder.

    Access:

    Ribbon: Design tab Power Transmission panel Shaft. On the Design tab, select Sections in the Sections drop-down list. On the toolbar, click Insert Cylinder

    Dimensions

    Enables Cylinder dimensions editing.

    Name

    Displays the name of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. The column is not editable.

    Size

    Click the Size field to insert a value, or select a value from displayed list.

    Click Measure from the context menu to measure dimension in the Autodesk Inventor window.

    Click List Parameters to display list with parameters. Click to select the parameter and insert the value to the Size edit field.

    Click Values from the context menu to see the list of recommended and available dimensions.

    Description

    Displays the description of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Preview

    Displays schematic image of the cylinder section.

    Cone

    Use the dialog box to enter parameters for cone.

    NoteNo cone middle features are available. Only chamfer and fillet are available for edge features.

    Access:

    Ribbon: Design tab Power Transmission panel Shaft. On the Design tab, select Sections in the Sections drop-down list. On the toolbar, click Insert Cone

    Dimensions

    Enables cone dimensions editing.

    Unlock the edit field to enable automatic update of the value in case you change the shaft parameters that influence such value. For example, if you lock the First Diameter value, and you update the diameter of previous shaft section, the cone diameter value updates automatically.

    NoteOnly parameters that require automatic update have the lock available.

    Name

    Displays the name of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Size

    Click the Size field to insert a value, or select a value from the displayed list.

    Click Measure from the context menu to measure dimension in the Autodesk Inventor window.

    Click List Parameters to display list with parameters. Click to select the parameter and insert the value to the Size edit field.

    Click Same as Previous from the context menu to enter the diameter value of the previous shaft section.

    Click Connect to Previous from the context menu to enter the diameter value of the previous shaft section, and to connect the cone to the previous shaft section. The edit field is locked and value is automatically updated when you change the diameter of the previous shaft section.

    Click Same as Next from the context menu to enter the diameter value of the next shaft section.

    Click Connect to Next from the context menu to enter the diameter value of the next shaft section, and connect the cone to the next shaft section. The edit field is locked and value is automatically updated when you change the diameter of the next shaft section.

    NoteDisplayed options in the context menu depend on the shape of the designed shaft.

    Description

    Displays the description of the parameter. The name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Preview

    Displays schematic image of the cone section.

    Cylinder - inside shaft bore

    Use the dialog box to enter parameters for cylinder as an inside shaft bore.

    Access:

    Ribbon: Design tab Power Transmission panel Shaft. On the Design tab, select Bore on the left or Bore on the right in the Sections drop-down list. On the toolbar, click Insert Cylindrical Bore

    Dimensions

    Enables cylinder dimensions editing.

    Unlock the edit field to enable automatic update of the value in case you change the shaft parameters that influence such value. For example, if you lock Length value, and you update the length of designed shaft, the length of inside cone updates automatically.

    NoteOnly parameters that require automatic update have the lock available.

    Name

    Displays the name of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Size

    Click the Size field to insert a value, or select a value from displayed list.

    Click Measure from the context menu to measure dimension in the Autodesk Inventor window.

    Click List Parameters to display list with parameters. Click to select the parameter and insert the value to the Size edit field.

    Click Calculate from the context menu to automatically calculate a hollow through the length of the shaft (from a hollow on the left to a hollow on the right).

    Description

    Displays the description of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Preview

    Displays schematic image of the cylinder section.

    Cone - inside shaft bore

    Use the dialog box to enter parameters for cone as an inside shaft bore.

    Access:

    Ribbon: Design tab Power Transmission panel Shaft. On the Design tab, select Bore on the left or Bore on the right in the Sections drop-down list. On the toolbar, click Insert Conical Bore

    Dimensions

    Enables cone dimensions editing.

    Unlock the edit field to enable automatic update of the value in case you change the shaft parameters that influence that value. For example, if you lock the Length value and update the length of designed shaft, the length of the inside cone updates automatically.

    NoteOnly parameters that require automatic update have the lock available.

    Name

    Displays the name of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Size

    Click the Size field to insert a value, or select a value from displayed list.

    Click Measure from the context menu to measure dimension in the Autodesk Inventor window.

    Click List Parameters to display list with parameters. Click to select the parameter and insert the value to the Size edit field.

    Click Calculate from the context menu to automatically calculate a hollow through the length of the shaft (from a hollow on the left to a hollow on the right).

    Click Values from the context menu to see the list of recommended and available dimensions.

    Description

    Displays the description of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Preview

    Displays schematic image of the cone section.

    Split Selected Section

    Enables you to split selected shaft section. The length of the shaft remains unchanged.

    NoteSplit Selected Section command is available if you select cylinders only.

    Access:

    Ribbon: Design tab Power Transmission panel Shaft. In the Design tab, click Split Selected Section in the Sections toolbar

    Select the section either in 2D preview of the Design tab or in the graphics window and click Split Section. Cylinder dialog box is displayed with two Section Length edit fields. One of them is enabled because its length is automatically changed based on dimension inserted in the enabled Section Length field.

    By default, the selected shaft section is split in half. You can change the dimensions of divided sections by clicking an enabled Section Length value. The other half is spit section is calculated according to inserted value. For example, the original length of the section is 80 mm. When you click the Split Section command, Cylinder dialog box displays. Section Length L1 is 50 mm and is enabled for edit. Section Length L2 edit is 50 mm and is disabled for edit. Change the value in Section Length L1 edit field to 30 mm. Section Length L2 value automatically changes to 70 mm. Remember that length of the split section remains the same. In the Cylinder dialog box, click OK.

    In 3D preview in the graphics window it is now possible to change the section length without changing the length of shaft. Select the cylinder and hold the Ctrl key while dragging the 3D grip. You change the dimension of the section but not whole length of shaft.

    Geometry Definition

    Enables you to measure shaft geometry.

    Access:

    Ribbon: Design tab Power Transmission panel Shaft. In the Design tab, click Specify shaft by picking geometry in assembly in the Sections toolbar

    You can measure the shaft geometry by selecting cylindrical, planar faces, work planes or sketches. The section diameter and length are read from selected face.

    NoteConical faces are not supported in this release.

    Section length and diameter can be defined also by selection of two cylindrical edges. By selecting planar face or work plane the length of section can be modified.

    The second option is to select part/assembly sketch and read the geometry from it. Function ignores chamfers, fillets, or other curve which are not parallel with sketch centerline. To select sketch it is necessary to have it properly defined, it means if you call the Inventor Revolve feature it automatically select all entities for profile and centerline

    NoteIf the sketch contains entities for inner bores, this version cannot work with it. It is not supported.

    The sections order can be change by clicking the Flip command.

    NoteIf the placement is not specified then shaft is not mated.
     

    Click to select faces, sketches or sketch entities.

    Sketches are selected by default, to select sketch entity press and keep Alt.

    NoteYou cannot combine to select sketches or faces. If you select face first then it is not possible to select sketch and vice versa. Use CTRL + click the selected entity to cancel its selection
     

    Changes sections order in section tree (from left or from right).

     

    Provides a preview of the designed shaft based on the current selections.

    Modified Current Shaft

    Select this option to modify only section dimensions. Section, features, loads and supports remain unchanged. If a section is mission, generator adds it automatically

    By default, section, features, loads and supports are deleted.

    Chamfer

    Adds a chamfer on an edge of the shaft section. You can add only one chamfer on the shaft edge.

    You can insert a chamfer either on the left or on the right of the selected shaft section.

    NoteFor already created chamfer you cannot change the method how the chamfer was created.

    Access:

    Ribbon: Design tab Power Transmission panel Shaft. On the Design tab, select Cylinder in the tree control. In the First edge features or Second edge features drop-down menus, select Chamfer

    Method

    Specifies how the chamfer is constructed.

    Distance

    Creates a chamfer with the same offset distance from the edge on both faces. Selects a single edge, multiple edges, or chained edges. Corner setback appearance may be specified.

    Distance and Angle

    Creates a chamfer defined by an offset from an edge and an angle from one face to the offset. Any edge or all edges of a selected face may be chamfered at once.

    Two Distances

    Creates a chamfer on a single edge with a specified distance for each face. Edges may be chained together.

    Distance and Angle

    Specifies the extent of selected chamfer method.

    Distance

    Creates a chamfer with the same offset distance from the edge on both faces. Selects a single edge, multiple edges, or chained edges. Corner setback appearance may be specified.

    Distance and Angle

    Creates a chamfer defined by an offset from an edge and an angle from one face to the offset. Any edge or all edges of a selected face may be chamfered at once.

    Two Distances

    Creates a chamfer on a single edge with a specified distance for each face. Edges may be chained together.

     

     

    Confirms the component's input.

     

    Closes the dialog box.

    Fillet

    Adds a fillet on an edge of the shaft section. You can add only one fillet on the shaft edge.

    You can insert fillet either on the left or on the right of the selected shaft section.

    Access:

    • Ribbon: Design tab Power Transmission panel Shaft. On the Design tab, select Cylinder in the tree control. In the First edge features or Second edge features drop-down menus, select Fillet.
    • Ribbon: Design tab Power Transmission panel Shaft. On the Design tab, select Cone in the tree control. In the First edge features drop-down menu, select Fillet.

     

    Radius

    Specifies the fillet radius for the selected set of edges. To change the radius, click the radius value, then enter the new radius.

    Click Measure from the context menu to measure dimension in the Autodesk Inventor window.

    Click List Parameters to display list with parameters. Click to select the parameter and insert the value to the Size edit field.

     

    Confirms the component's input.

     

    Closes the dialog box.

    Through Hole

    Access:

    Ribbon: Design tab Power Transmission panel Shaft. On the Design tab, select Cylinder in the tree control. In the Second edge features drop-down menu, select Add Through Hole

    Dimensions

    Enables Through Hole dimensions editing.

    Name

    Displays the name of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Size

    Click the Size field to insert a value.

    Click Measure from the context menu to measure dimension in the Autodesk Inventor window.

    Click List Parameters to display list with parameters. Click to select the parameter and insert the value to the Size edit field.

    Click Values from the context menu to see the list of recommended dimensions.

    Description

    Displays the description of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Position

    Use the drop-down menu to specify how the hole position is measured within the shaft section.

    Measure from first edge

    Select to measure the through hole position from the left edge of the section.

    Measure from second edge

    Select to measure the through hole position from the right edge of the section.

    Centered

    Select to place the through hole to the center of the section.

    NoteIf you select the Centered option, you cannot specify the Distance value.

    Preview

    Displays schematic image of the hole feature.

    Keyway

    Use the dialog box to enter parameters for keyway feature.

    Access:

    Ribbon: Design tab Power Transmission panel Shaft. On the Design tab, select Cylinder in the tree control. In the Second edge features drop-down menu, select Add Keyway groove

    Dimensions

    Enables keyway dimensions editing.

    Name

    Displays the name of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Size

    Click the Size field to insert a value.

    Click Measure from the context menu to measure dimension in the Autodesk Inventor window.

    Click List Parameters to display list with parameters. Click to select the parameter and insert the value to the Size edit field.

    Click Values from the context menu to see the list of recommended dimensions.

    Description

    Displays the description of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Position

    Use the drop-down menu to specify how the keyway position is measured within the shaft section.

    Use the second drop-down menu to select a key from the Content Center.

    NoteTo select a standard key from Content Center you must be connected to Content Center server. Also, you cannot select component from Content Center if the Custom box is checked..

    Based on your selection of a key from Content Center, the keyway data is read by Shaft Component Generator and data is used for keyway groove values. Key is not inserted with the shaft.

    Type of the keyway groove is set automatically according to the key type.

    Measure from first edge

    Select to measure the keyway position from the left edge of the section.

    Measure from second edge

    Select to measure the keyway position from the right edge of the section.

    Centered

    Select to place the keyway to the center of the section.

    NoteIf you select the Centered option, you cannot specify the Distance value.

    Preview

    Displays schematic image of the keyway feature.

    Custom

    Check the box to insert user values for keyway dimensions.

    NoteYou cannot edit values that are grayed out. They are calculated automatically.

    Plain Keyway Groove

    Access:

    Ribbon: Design tab Power Transmission panel Shaft. On the Design tab, select Cylinder in the tree control. In the First edge features drop-down menu, select Plain Keyway Groove

    Dimensions

    Enables plain keyway groove dimensions editing.

    Name

    Displays the name of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Size

    Click the Size field to insert a value.

    Click Measure from the context menu to measure dimension in the Autodesk Inventor window.

    Click List Parameters to display list with parameters. Click to select the parameter and insert the value to the Size edit field.

    Click Values from the context menu to see the list of recommended dimensions.

    Description

    Displays the description of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Position

    Use the drop-down menu to select a key from the Content Center.

    NoteTo select a standard key from Content Center you must be connected to Content Center server. Also, you cannot select component from Content Center if the Custom box is checked.

    Based on your selection of a key from Content Center, the key data is read by Shaft Component Generator and data is used for keyway groove values. Keyway is not inserted with the shaft.

    Type of the keyway groove is set automatically according to the key type.

    Preview

    Displays schematic image of the plain keyway groove feature.

    Custom

    Check the box to insert user values for plain keyway groove dimensions.

    NoteYou cannot edit values that are grayed out. They are calculated automatically.

    Keyway Groove with one rounded end

    Use the dialog box to enter parameters for round keyway feature.

    NoteType of the keyway groove is set automatically according to the key type.

    Access:

    Ribbon: Design tab Power Transmission panel Shaft. On the Design tab, select Cylinder in the tree control. In the First edge features drop-down menu, select Keyway Groove with one rounded end

    Dimensions

    Enables keyway groove with one rounded end dimensions editing.

    Name

    Displays the name of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Size

    Click the Size field to insert a value.

    Click Measure from the context menu to measure dimension in the Autodesk Inventor window.

    Click List Parameters to display list with parameters. Click to select the parameter and insert the value to the Size edit field.

    Click Values from the context menu to see the list of recommended dimensions.

    Description

    Displays the description of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Position

    Use the drop-down menu to select key from the Content Center.

    NoteTo select a key from Content Center you must be connected to Content Center server. Also, you cannot select component from Content Center if the Custom box is checked.

    Based on your selection of a key from Content Center, the keyway data is read by Shaft Component Generator and data is used for keyway groove values. Key is not inserted with the shaft.

    Type of the keyway groove is set automatically according to the key type.

    Preview

    Displays schematic image of the keyway groove with one rounded end feature.

    Custom

    Check the box to insert user values for keyway groove with one rounded end dimensions.

    NoteYou cannot edit values that are grayed out. They are calculated automatically.

    Relief

    Use the dialog box to enter parameters for relief feature.

    Access:

    • To insert relief as a second edge feature: Ribbon: Design tab Power Transmission panel Shaft. On the Design tab, select Cylinder in the tree control. In the Second edge features drop-down menu, select Reliefs.
    • To insert relief as a section feature: Ribbon: Design tab Power Transmission panel Shaft. On the Design tab, select Cylinder in the tree control. In the Section features drop-down menu, select Add Relief.

    Dimensions

    Enables relief dimensions editing.

    Use the drop-down menu to specify how the relief positions are measured within the shaft section.

    Note If you select Centered option, you cannot specify the Distance value.

    Name

    Displays the name of the parameter. The name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Size

    Click the Size field to insert a value.

    Click Measure from the context menu to measure dimension in the Autodesk Inventor window.

    Click List Parameters to display list with parameters. Click to select the parameter and insert the value to the Size edit field.

    Click Values from the context menu to see the list of recommended dimensions.

    Description

    Displays the description of the parameter. The name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Position

    Use the drop-down menu to specify how the relief position is measured within the shaft section.

    Measure from first edge

    Select to measure the relief position from the left edge of the section.

    Measure from second edge

    Select to measure the relief position from the right edge of the section.

    Centered

    Select to place the relief to the center of the section.

    NoteIf you select the Centered option, you cannot specify the Distance value.

    Custom

    Check the box to insert user values for relief dimensions.

    NoteYou cannot edit values that are grayed out. They are calculated automatically.

    Preview

    Displays schematic image of the relief feature.

    Polygon

    Use the dialog box to enter parameters for a polygon section.

    NoteNo edge features are available. Only Through hole is available for middle features.

    Access:

    Ribbon: Design tab Power Transmission panel Shaft. On the Design tab, on the Sections drop-down list, select Sections. On the toolbar, click Insert Polygon.

    Dimensions

    Edit polygon dimensions.

    Unlock the edit field to enable automatic update of the value in case you change the shaft parameters that influence such value.

    NoteOnly parameters that require automatic update have the lock available.

    Name

    Displays the name of the parameter. The name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Size

    Click the Size field to insert a value.

    Click Measure from the context menu to measure dimension in the Autodesk Inventor window.

    Click List Parameters to display list with parameters. Click to select the parameter and insert the value to the Size edit field.

    Description

    Displays the description of the parameter. The name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Inscribed

    Check the box to insert user values for inscribed polygon dimensions.

    NoteYou cannot edit values that are grayed out. They are calculated automatically.

    Preview

    Displays schematic image of the polygon section.

    Groove

    Use the dialog box to enter parameters for the groove feature.

    Access:

    Ribbon: Design tab Power Transmission panel Shaft. On the Design tab, select Cylinder in the tree control. In the Section features drop-down menu, select Add Groove - A, or Add Groove - B.

    Dimensions

    Use the drop-down menu to specify how the groove position is measured within the shaft section.

    Enables groove dimensions editing.

    Name

    Displays the name of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Size

    Click the Size field to insert a value.

    Click Measure from the context menu to measure dimension in the Autodesk Inventor window.

    Click List Parameters to display list with parameters. Click to select the parameter and insert the value to the Size edit field.

    Click Values from the context menu to see the list of recommended dimensions.

    Description

    Displays the description of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Position

    Use the drop-down menu to specify how the groove position is measured within the shaft section.

    Measure from first edge

    Select to measure the groove position from the left edge of the section.

    Measure from second edge

    Select to measure the groove position from the right edge of the section.

    Centered

    Select to place the groove to the center of the section.

    NoteIf you select the Centered option, you cannot specify the Distance value.

    Preview

    Displays schematic image of the groove.

    Retaining Ring Groove

    Use the dialog box to enter parameters for the retaining ring feature.

    Access:

    Ribbon: Design tab Power Transmission panel Shaft. On the Design tab, select Cylinder in the tree control. In the Section features drop-down menu, select Add Retaining Ring.

    Dimensions

    Enables Retaining Ring Groove dimensions editing.

    Name

    Displays the name of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Size

    Click the Size field to insert a value.

    Click Measure from the context menu to measure dimension in the Autodesk Inventor window.

    Click List Parameters to display list with parameters. Click to select the parameter and insert the value to the Size edit field.

    Click Values from the context menu to see the list of recommended dimensions.

    Description

    Displays the description of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Position

    Use the drop-down menu to specify how the retaining ring position is measured within the shaft section.

    Use the second drop-down menu to select a retaining ring from the Content Center.

    NoteTo insert standard Retaining Ring from Content Center you must be connected to Content Center. Also, you cannot select component from Content Center if the Custom box is checked..

    Measure from first edge

    Select to measure the retaining ring position from the left edge of the section.

    Measure from second edge

    Select to measure the retaining ring position from the right edge of the section.

    Preview

    Displays schematic image of the retaining ring.

    Custom

    Uncheck the box to insert your own values.

    NoteYou cannot edit values that are grayed out. They are calculated automatically.

    Wrench Opening

    Use the dialog box to enter parameters for a wrench opening.

    Access:

    Ribbon: Design tab Power Transmission panel Shaft. On the Design tab, select Cylinder in the tree control. In the Section features drop-down menu, select Add Wrench.

    Dimensions

    Enables wrench opening dimensions editing.

    Name

    Displays the name of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Size

    Click the Size field to insert a value.

    Click Measure from the context menu to measure dimension in the Autodesk Inventor window.

    Click List Parameters to display list with parameters. Click to select the parameter and insert the value to the Size edit field.

    Click Values from the context menu to see the list of recommended dimensions.

    Description

    Displays the description of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Position

    Use the drop-down menu to specify how the wrench opening position is measured within the shaft section.

    Measure from first edge

    Select to measure the wrench opening position from the left edge of the section.

    Measure from second edge

    Select to measure the wrench opening position from the right edge of the section.

    Centered

    Select to place the wrench opening to the center of the section.

    NoteIf you select the Centered option, you cannot specify the Distance value.

    Preview

    Displays schematic image of the wrench opening.

    Thread

    Use the dialog box to enter parameters for thread feature. Specify thread dimensions, thread type, nominal size, class, and direction. Thread data originates on a spreadsheet that you can customize by adding thread types and sizes.

    Access:

    Ribbon: Design tab Power Transmission panel Shaft. On the Design tab, select Cylinder in the tree control. In the First edge features drop-down menu, select Thread

    Dimensions

    Enables thread dimensions editing.

    Name

    Displays the name of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Size

    Click the Size field to insert a value.

    Click Measure from the context menu to measure dimension in the Autodesk Inventor window.

    Click List Parameters to display list with parameters. Click to select the parameter and insert the value to the Size edit field.

    Click Values from the context menu to see the list of recommended dimensions.

    Description

    Displays the description of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Thread

    Defines the threads. Predefined thread types are specified on a spreadsheet whose default location is:

    Microsoft Windows XP: Program Files Autodesk Inventor [version] Design Data.

    Microsoft Vista/Windows 7: Users Public Documents Autodesk Inventor [version] Design Data.

    To learn how to modify the spreadsheet, click here.

    Thread Type

    Use the drop-down list to select the thread type from the list defined in the spreadsheet.

    Size

    Depending on the selected thread type, Autodesk Inventor offers you a list of nominal sizes. Each nominal size has one or more pitches available. Each nominal size and pitch combination has one or more classes available.

    Designation

    Select the pitch from the list for the chosen thread diameter.

    NoteIf you use English units, the pitch is equal to 1 divided by the number of threads per inch.

    Class

    Use the drop-down menu to select the class of fit for the internal thread.
    NoteFor English threads, the letter A represents external threads and B represents internal threads. Use higher numbers for more accurate, closer fitting requirements. For instance, use 2B for screws, bolts, nuts, and other general applications, and use 3B for highly accurate and close-fitting requirements.

    Direction

    Specifies Right or Left hand direction for the threads wind.

    Preview

    Displays schematic image of the thread.

    Thread - inside feature

    Use the dialog box to enter parameters for thread inside feature.

    Access:

    Ribbon: Design tab Power Transmission panel Shaft. On the Design tab, in the Sections drop-down list select Bore on the left or Bore on the right, and Insert Cylindrical Bore. In the First edge features drop-down menu, select Thread.

    Dimensions

    Enables thread dimensions editing.

    Name

    Displays the name of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Size

    Click the Size field to insert a value.

    Click Measure from the context menu to measure dimension in the Autodesk Inventor window.

    Click List Parameters to display list with parameters. Click to select the parameter and insert the value to the Size edit field.

    Click Values from the context menu to see the list of recommended dimensions.

    Description

    Displays the description of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Thread

    Defines the threads. Predefined thread types are specified on a spreadsheet whose default location is:

    Microsoft Windows XP: Program Files Autodesk Inventor [version] Design Data.

    Microsoft Vista/Windows 7: Users Public Documents Autodesk Inventor [version] Design Data.

     

    To learn how to modify the spreadsheet, click here.

    Thread Type

    Use the drop-down list to select the thread type from the list defined in the spreadsheet.

    Size

    Depending on the selected thread type, Autodesk Inventor offers you a list of nominal sizes. Each nominal size has one or more pitches available. Each nominal size and pitch combination has one or more classes available.

    Designation

    Select pitch from the list for the chosen thread diameter.

    NoteIf you use English units, the pitch is equal to 1 divided by the number of threads per inch.

    Class

    Use the drop-down menu to select the class of fit for the internal thread.
    NoteFor English threads, the letter A represents external threads and B represents internal threads. Use higher numbers for more accurate, closer fitting requirements. For instance, use 2B for screws, bolts, nuts, and other general applications, and use 3B for highly accurate and close-fitting requirements.

    Direction

    Specifies Right or Left hand direction for the threads wind.

    Preview

    Displays schematic image of the thread.

    Locknut Groove

    Use the dialog to enter parameters for locknut groove feature.

    Access:

    Ribbon: Design tab Power Transmission panel Shaft. On the Design tab, select Cylinder in the tree control. In the First edge features drop-down menu, select Lock Nut Groove.

    Thread

    Use the drop-down list to select the type of the thread.

    Dimensions

    Enables Locknut groove dimensions editing.

    Use the drop-down menu to select a locknut groove from the Content Center.

    NoteYou must be connected to Content Center server and your computer configured to insert locknut groove from the Content Center.

    Predefined thread types are specified on a spreadsheet whose default location is:

    Microsoft Windows XP: Program Files Autodesk Inventor [version] Design Data.

    Microsoft Vista/Windows 7: Users Public Documents Autodesk Inventor [version] Design Data.

    Name

    Displays the name of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Size

    Click the Size field to insert a value.

    Click Measure from the context menu to measure dimension in the Autodesk Inventor window.

    Description

    Displays the description of the parameter. Name of the dimension is used in the Calculation tab and in the Results pane. Column is not editable.

    Custom

    Check the box to insert user values for locknut groove dimensions.

    NoteYou cannot edit values that are grayed out. They are calculated automatically.

    Preview

    Displays schematic image of the locknut groove feature.

    Axial Force

    Use the dialog box to enter parameters for axial force of shaft.

    Access:

    • Ribbon: Design tab Power Transmission panel Shaft. Click the Calculation tab, on the drop-down list in the Loads & Supports area, select Loads. Click Add Axial Force from the toolbar.
    • On the Loads & Supports area of the Calculation tab, select the Axial Force in the tree control, and click Loads properties.
    • Double-click the force preview in the Autodesk Inventor window.

    Properties

    Distance from middle of section

    Enter the value for distance measured from the beginning, middle, or end of the section defined by active position marker.

    Force

    Axial Force

    Enter the value for axial force.

    Common Load

    Use the dialog box to enter parameters for common load of the shaft.

    Access:

    • Ribbon: Design tab Power Transmission panel Shaft. Click the Calculation tab, in the Loads & Supports drop-down list select Loads, and in the toolbar click Add Common Load.
    • On the Loads & Supports area of the Calculation tab, select common load in the tree control, and click Loads properties.
    • Double-click the load preview in the Autodesk Inventor window.

    Enter the values of the Radial Force, Axial Force, Continuous Loads, Bending Moment, Torque, and Distance. Click OK to recalculate values.

    Continuous Load

    Use the dialog box to enter parameters for continuous load of the shaft.

    Access:

    • Ribbon: Design tab Power Transmission panel Shaft. Click the Calculation tab, in the Loads & Supports drop-down list select Loads, and in the toolbar click Add Continuous Load.
    • On the Loads & Supports area of the Calculation tab, select continuous load in the tree control, and click Loads properties.
    • Double-click the load preview in the Autodesk Inventor window.

    Properties

    Enter the value for distance measured from the beginning, middle, or end of the section defined by active position marker.

    Loads

    Select the option and enter the load values.

    Bending Moment

    Use the dialog box to enter parameters shaft bending moment.

    Access:

    • Ribbon: Design tab Power Transmission panel Shaft. Click the Calculation tab, in the Loads & Supports drop-down list select Loads, and in the toolbar click Add Bending Moment.
    • On the Loads & Supports area of the Calculation tab, select Bending Moment in the tree control, and click Loads properties.
    • Double-click the load preview in the Autodesk Inventor window.

    Properties

    Enter the value for distance measured from the beginning, middle, or end of the section defined by active position marker.

    Moments

    Depending on your selection, Moment with angle or Moment in X and Y axes, the additional options display in lower part of the area.

     

     

    Moment with angle

     

     

     

     

     

    Bending Moment enter the value of the bending moment.

     

     

     

     

    Angle enter the angle value.

     

     

    Moment in X and Y axes

     

     

     

     

     

    Bending Moment in Y axis enter the value of the bending moment in the Y axis.

     

     

     

     

    Bending Moment in X axis enter the value of the bending moment in the X axis.

    Radial Force

    Use the dialog to enter parameters for shaft radial force.

    Access:

    • Ribbon: Design tab Power Transmission panel Shaft. Click the Calculation tab, in the drop-down list in the Loads & Supports area select Loads, click Add Radial Force from the toolbar.
    • On the Loads & Supports area of the Calculation tab, select Radial Force in the tree control, and click Loads properties.
    • Double-click the load preview in the Autodesk Inventor window.

    Properties

    Enter the value for distance measured from the beginning, middle, or end of the section defined by active position marker.

    Force

    Depending on your selection, Force with angle or Force in X and Y axis, the additional options display in lower part of the area.

     

     

    Force with angle

     

     

     

     

    Force enter the value of the force.

     

     

     

     

    Angle enter the angle value.

     

     

    Force in XY and XZ planes

     

     

     

     

     

    Force in Y axis enter the value of the force in the Y axis.

     

     

     

     

    Force in X plane enter the value of the force in the X axis.

    Supports

    Use the dialog to enter parameters of shaft supports.

    Access:

    • Ribbon: Design tab Power Transmission panel Shaft. Click the Calculation tab, in the Loads & Supports drop-down list select Supports, and in the toolbar click Add Fixed Support or Add Free Support.
    • On the Loads & Supports area of the Calculation tab, select free or fixed support in the tree control, and click Support properties.
    • Double-click the load preview in the Autodesk Inventor window.

    Properties

    Enter the distance value which defines the distance of the actual support from the left side of the section.

    Support Type

    Use the Type drop-down list to select the bearing in the assembly. Bearings data are entered to the edit fields. Plasticity is calculated automatically based on the parameters.

    Note The drop-down list is available if you uncheck the Custom box at the left lower corner of the dialog box.

    Depending on your selected support type, the edit fields are enabled to change the values.

    Outside Diameter

    Enter the outside diameter value - diameter of the actual bearing.

    Width

    Enter the width of the actual bearing. Only for cylindrical, sealed needle roller bearings. For taper roller bearings, the input parameter is the width the outside circle.

    Yielding

    Define the plasticity.

    Custom

    Uncheck the box to be able to select the type of support.

    Torque

    Use the dialog box to enter parameters of shaft torque.

    Access:

    • Ribbon: Design tab Power Transmission panel Shaft. Click the Calculation tab, In the Loads & Supports drop-down list select Loads, and in the toolbar click Add Torque.
    • On the Loads & Supports area of the Calculation tab, select Torque in the tree control, and click Loads properties.
    • Double-click the torque preview in the Autodesk Inventor window.

    Properties

    Enter the value for distance measured from the middle of the section.

    Moment

    Enter the torque value.