Assuming, then, that all the parts are properly connected and oiled, the

valve is set as follows: Upon the face or edge of the fly-wheel an arc,

true with the centre of the wheel, should be drawn, as at A B, in Fig.

2551, marking it on opposite sides of its diameter and opposite to the

crank pin P. The engine should then be moved in the opposite direction

to that in which it is to run, until the guide block I is very near its

full travel. A straight-edge must then be placed to bear against, or be

coincident with, the end face of block I, and held firmly while a line

is drawn across the edge of the guide bars, as shown at C. There should

then be fastened to the floor (which must be firm, and not give under

the engineer's weight), a piece of iron W, having a deep centre-punch

mark, or its equivalent. A steel tram-rod T, pointed at each end, is

then set in the centre-punch mark at W, and with the upper end D a line

made across the wheel edge or face. The fly-wheel must then be moved so

that the crank passes the dead centre, the guide block moves back and

away from the line C, and then approaches it again. When the end of the

guide block is again coincident with the line C, the tram should be set

as before and a second line, F, marked on the fly-wheel rim, and from

these two lines, D and F, the crank may be placed upon its true dead

centre as follows:--

[Illustration: Fig. 2552.]

In Fig. 2552 a section of the fly-wheel rim is shown (enlarged for

clearness of illustration); from the lines D, F the centre E is found,

and marked with a centre punch dot to define it. It will be obvious,

then, that if the fly-wheel be moved until this line and dot come fair

with the upper edge of the tram T, the guide block will be at the exact

end of its travel, and the crank, therefore, on its dead centre. By a

similar operation performed with the guide block at the other end of the

guide bars, and with lines on the other side of the wheel rim (as shown

at B, J, K), the other centre L may be found. In obtaining these

centres, however, a question arises as to the direction in which the

wheel should be moved for bringing the guide block up to the lines at C,

and for marking the lines D F and J K, or for bringing E or L true with

the tram point. If the fly-wheel be moved in the opposite direction to

that in which the engine is to run, the cross-head journal and crank pin

will bear against the boxes of their brasses in the direction in which

they will have contact when the engine is running. Suppose, for example,

that the top of the fly-wheel when the engine is in motion moves from

the cylinder, then the cross-head and crank-pin journals, driven by the

piston, will bear against the half-brass nearest to the cylinder, which,

_when the force-producing motion is applied to the fly-wheel instead of

to the piston_ will be the case when the fly-wheel is moved in the

opposite direction. By moving the fly-wheel in an opposite direction to

that in which the engine is to run, the lost motion in the journals and

bearings is therefore taken up in the proper direction so far as the

connecting-rod brasses are concerned, and any lost motion between them

and their journals will not impair the set of the valve, as would be the

case were the fly-wheel moved in the direction in which it is to run.

But by moving the fly-wheel backwards the play in the eccentric and in

all the joints between it and the valve spindle is up in the wrong

direction, because the power to move the rods is being applied in the

opposite direction to that in which it will be applied when the engine

is running, and, therefore, the play motion of the jointed or working

parts will cause a lost motion impairing the set of the valve.

Now there are generally more working parts between the eccentric and the

valve than between the crank pin and the piston, and hence more

liability for lost motion to exist, and it follows that in such case it

is better to move the engine in the direction in which it is to run.

It may be remarked, however, that the play may be taken up in the proper

direction in both cases, and the engine be brought upon its dead centre,

by moving it in the opposite direction to that in which it is to run,

and that in setting the eccentrics they be moved on the shaft in the

direction in which the engine is to run, as forward for the forward

eccentric, and backward for the backward one (assuming the engine to

have a link motion, and, therefore, two eccentrics).

It is obvious that any other resting place may be used instead of the

floor for the tram; thus in a locomotive the wheel guard may be used,

the tram T being used to mark lines on the upper part of the wheel rim,

instead of opposite the crank. To set the valve, place the fly-wheel on

its dead centre, moving the fly-wheel as directed until one of the

points (E or L, say E) comes fair with the point of the tram; then move

the eccentric on the shaft until the steam port is open to the required

amount of lead, and fasten the eccentric to the main shaft. Next move

the fly-wheel around until on the opposite dead centre, and if the lead

is the same in amount for both ports the valve is set. Suppose, however,

that in this last case the lead is too great; then it shows that the

eccentric rod is too long, and it must be shortened to an amount equal

to half the difference in the lead. Or suppose that the lead when the

wheel was tried on the last dead centre L, was less than for the other

port; then the eccentric rod must be lengthened to half the amount of

the difference. Assuming that the rod was too long by 1/32 of an inch,

then it may very often be shortened by simply heating about six inches

of its length to a low red heat, and quenching it in water. If the rod

has a foot which bolts on a corresponding foot on the eccentric, then to

lengthen it a liner of the requisite thickness may be placed between the

two feet.

[Illustration: Fig. 2553.]

Suppose there is an equal amount of lead at each end but the amount is

not sufficient or is too great: then the eccentric must be moved on the

shaft until the proper amount of lead appears at the port. The lead must

then be again tried at the other dead centre. In moving the eccentric,

however, it must, under all conditions, be moved in the direction in

which it will rotate, for reasons already given. The best method of

measuring the lead where the lines on a rule cannot be seen is with a

lead wedge P, as shown in Fig. 2553; this, if slightly forced in, will

mark itself, showing how far it entered.

[Illustration: Fig. 2554.]

In some practice the position of the valve is transferred to the valve

stem outside of the stuffing box or gland, as shown in Fig. 2554,

sectional view. The valve stem being disconnected from the rod or arm

that drives it, the valve is moved by hand to have the proper lead, as

at A; a centre-punch mark is then made outside the stuffing box and a

tram B rested thereon; with the other end of the tram a mark C is made

on the valve stem. A similar mark is made on the stem when the crank is

on the other dead centre, and the tram and marks, applied as shown, are

employed instead of measuring the lead at the ports themselves. This

involves extra work, but gives no more correct results. It involves

marking lines on the valve stem, which is objectionable. If several

trials have to be made there is a confusion of lines on the valve stem,

and the wrong one is apt to be taken. On the other hand it affords a

facility for setting the valve without having the steam chest open,

which may in some cases be desirable. If this plan be adopted the lines

on the valve rod should not be defined by centre-punch marks, for they

will cut the packing in the stuffing box.

When the eccentrics are secured to the shaft by a set-screw only, and

not by a feather, it is an excellent plan, after they are finally set,

to mark their positions on the shaft, so that if they should move they

may be set to these marks without moving the engine around.

For this purpose take a chisel with the cutting end ground to the form

of a fiddle drill, one cutting edge being at a right angle to the other.

The chisel must be held so that while one edge rests upon the axle, the

other edge will bear against the radial face of the eccentric. A sharp

blow with a hammer upon the chisel head will make a clean indented cut

upon the axle and the eccentric, the two cuts exactly meeting in a point

where the eccentric bore meets the axle circumference, so that when they

coincide the eccentric is in its proper position.

If the eccentrics of a locomotive should slip when the engine is upon

the road, and there are no marks whereby to readjust them, it may be

done approximately as follows:--Put the reverse lever in the end notch

of the forward gear, then place the crank as nearly on a dead centre as

the eye will direct, and open both the cylinder cocks, then disconnect

the slide-valve spindle from the rocker arm, and move the valve spindle

until the opening of the port corresponding to the dead centre on which

the crank stands will be shown by steam blowing through the cylinder

cock, the throttle valve being opened a trifle. The position of the

valve being thus determined, the eccentric must be moved upon the shaft

until the valve spindle will connect with the rocker arm without being

moved at all. The throttle valve should be very slightly opened,

otherwise so much steam will be admitted into the cylinder that it will

pass through any leak in the piston and blow through both cylinder cocks

before there is time to ascertain which cock first gives exit to the

steam.

Instead of finding when the crank pin is on the dead centre by means of

the process shown in Fig. 2551, it may be found as in Fig. 2555, which

is for a vertical engine. On the face of the crank and from the centre

of the crank shaft as a centre, draw a circle B equal in diameter to the

diameter of the crank pin. Then take a spirit-level C and apply it to

the cylinder bore and note where its bubble stands. Then apply the

spirit-level to the perimeter of the crank pin A and circle B, and move

the crank until the spirit-level bubble stands in the same position as

it occupies when applied to the cylinder bore. If the cylinder bore

stands truly vertical the bubble will in both cases stand in the middle

of the spirit tube; but in any event, the bubble must stand in the same

position when applied to the crank as when applied to the cylinder

bore, in which case the crank will be on its dead centre whether the

cylinder bore be horizontal, vertical, or at an angle, the dotted line E

passing through the centre of the crank and the axis of the cylinder

bore.

[Illustration: Fig. 2555.]

When an engine has two eccentrics, so as to enable the engine to run in

either direction, as in the case of a locomotive, it is necessary to

consider which eccentric is to be set for the forward, and which for the

backward motion. In American locomotive practice it is usual to let the

eccentric nearest to the wheel, and, therefore, the most difficult to

get at, be for the backward motion, which is the least used, and

therefore the least liable to get loose upon the axle.

The eccentric that connects to the top of the link is usually that for

the forward motion, and hence that which connects with the eccentric

farthest from the wheel.

In testing the lengths of the eccentric rods, work may be saved after

the engine is first placed on its dead centre by putting the

reverse-lever in the forward notch of the link, and adjusting the

forward eccentric until the valve has the proper lead. Then set the

reverse-lever in the back notch and move the backing eccentric (in both

cases moving them in the direction in which they will run), until the

proper amount of lead appears. The engine may then be placed on the

other dead centre, and the lead both for forward and backward gear

measured, so that if there are any errors both the rods may be corrected

for length; but for the final trial the crank pin must be set on its

dead centre for each direction of motion separately, so as to take up

any lost motion in the connecting-rod brasses.

[Illustration: Fig. 2556.]

In the case of large marine engines it is not practicable to move or

rotate the engines to set the valves, and the eccentrics are therefore

adjusted to their positions on the crank shaft by lines before the crank

shaft is put into its place or bearings. First, the throw of the crank

is set to stand horizontally true by the following method: From the

centre of the crank shaft strike a circle of the diameter of the crank

pin, as shown in Fig. 2556, at A, and draw upon the face of the crank a

line that shall just meet the two circles as denoted by the line B,

using a straight-edge, one end of which rests upon the crank pin, while

the other end is coincident with the perimeter of the circle A.

[Illustration: Fig. 2557.]

By means of the wedges shown at C D adjust the crank until the line B

stands horizontally level, tested by a spirit-level. A straight-edge

having straight and parallel edges is set horizontally level, beneath

the eccentric, so that its edges will stand parallel with the throw line

of the crank. On this straight-edge, and parallel to the edges, is

marked the line A A, Fig. 2557. The first process is to mark on A A the

centre of the crank shaft K, which is done as follows: Over K is placed

the fine line B B, suspending the weights or plumb bobs at B B;

coincident with this line and across A A, are marked two lines C D;

midway between C D is marked E, which therefore stands directly beneath

the shaft centre. From E the line F is drawn distant from E to the

amount of lap added to the lead the valve is to have. From F as a centre

two lines are drawn across A, their distance apart equalling the full

diameter of the eccentric; the plumb line is then placed over the

eccentric, and the latter is rotated on the shaft until the plumb lines

come exactly fair with the lines G H.

[Illustration: Fig. 2558.]

It is obvious that instead of using plumb lines a square may be employed

to mark the lines C D, and to set the eccentric to the lines G H, the

square being applied as at S and S´, in Fig. 2558.

[Illustration: Fig. 2559.]

In this example it has been assumed that the direction of crank rotation

was to be as denoted by the arrow; but, suppose the crank rotation

required to be in the opposite direction, then the marks on the

straight-edge would require to be located precisely the same, but the

position of the eccentric throw-line would require to be as in Fig.

2559, the perimeter of the eccentric being set to the lines G H as

before. The eccentric rod being supposed to connect direct to the valve

spindle, without the intervention of a rock shaft, for if there is no

rock shaft the eccentric leads in the direction of rotation, while if

the engine has a rock shaft the eccentric follows the crank-pin in the

direction of rotation, and F must be marked on the crank-pin side of E,

as in Fig. 2560.

[Illustration: Fig. 2560.]

[Illustration: Fig. 2561.]

If two eccentrics are used, as in a link motion, the lines for setting

one eccentric are equally applicable to both; the lap and lead line F

being located on the crank-pin side of E when there is a rock shaft, as

is supposed to be the case in Fig. 2561; and on the other side of E when

there is no rock shaft; and in this case the eccentric that is to

operate the valve to make the engine run forward must have its

throw-line following the crank pin, as at J, in Fig. 2561; the eccentric

K operating the valve for running backward. Conversely, in the absence

of a rock shaft, the throw-line of the forward eccentric leads, while

that of the backward eccentric follows the crank pin.

When the line of connection of the eccentric rod is not parallel to the

axial line of the cylinder bore, the crank must be placed horizontally

level (or if it be a vertical engine, on the dead centre), but instead

of the straight-edge being placed parallel to the throw-line of the

crank, it must be placed at a right angle to the line of connection of

the eccentric rod.

[Illustration: Fig. 2562.]

Thus in Fig. 2562 the engine is supposed to be a vertical one, and the

crank is, therefore, placed on its dead centre, its throw-line being

vertical instead of horizontal as in our previous examples (which were

supposed to be for a horizontal engine). It is also supposed to have a

rock shaft A; hence the straight-edge is set at a right angle to the

line of connection of the eccentric rod which is denoted by B.

It is obvious that to set the crank throw-line vertical the circle B in

Fig. 2509 may be used, the spirit-level being resorted to to discover

when the crank stands vertical.

[Illustration: Fig. 2563.]

An example in the erection or setting of framed work is shown in Fig.

2563, which represents a side elevation of a frame put together in four

parts, two side and two end frames. A and B are journal bearings

requiring to stand parallel and true one to the other, B being capable

for adjustment in distance from A by means of the adjusting screws G, H.

The bearings C, D, E, F, are to be parallel one to the other and to A,

B. Their proper relative distances apart, and the axes of all the

shafts, are to stand at a right angle to the side frames.

[Illustration: Fig. 2564.]

Fig. 2564 represents an end view of the frame, the ends T being bolted

to the side frames S and S´ at I, J, K, and L.

Now it is obvious that the ways for the bearings A, B, C, &c., may be

trued out, ready to have the brasses fitted before the framework is put

together, and that from their positions they would have to be planed out

at separate chuckings; supposing, of course, the frame to be too large

to be within the capacity of the machine table. It would be difficult to

cut all the surfaces of the bearing ways to stand in the same plane,

unless there were some true plane to which all might be made common for

parallelism.

Furthermore, unless the surfaces where T is fastened to S and S´ are

properly bedded to fit each other, bolting them up would spring and bend

the frames out of their normal planes. To meet these requirements, there

are given to the side frames a slightly projecting surface where the

feet of T meet them, and furthermore, the feet of T themselves project

beyond the sides of T as shown. These projecting pieces may therefore be

planed to a common plane without planing the sides of the respective

frames; and this plane should be as nearly as can be parallel with the

body of each frame surface. The surfaces of the bearing ways may then be

planed parallel to those of the projections, and the jaw surfaces true

to the side surfaces, and all the bearing ways will stand true if the

frames be properly set--when put together with the bolts. But unless the

bedding surfaces at I, J, K, L, be made to bed and fit properly, the

whole truth of the bearing ways and their distances apart across the

framework may be altered. Thus, supposing the feet of T at I and J to

meet S as denoted by the dotted lines O R, and whether the fault lie

with the feet of T or with the projections on S the result will be that

the pressure of the bolts holding I J to S will bend S so that its plane

will be a curve as denoted by the dotted line P P, and the distances

apart of the journal ways B B and D D respectively will be wrong, being

too wide on account of the bend outward of S.

But the feet may touch on the opposite corners, the surfaces of S´ or of

T being out of true or out of full contact, as denoted by the dotted

lines V W on K, L; in this case the frame S´ would be bent to the curve

Q Q, and the journal ways would be too close together.

On the other hand, the want of fit between these surfaces may be in the

direction of the length of the frame instead of the direction of its

height, as has been supposed; or it may be in one direction on one foot

and in another direction on another foot. But in whatever direction it

does exist, it will inevitably bend and twist the frame.

It must not be taken for granted, that because these surfaces have been

planed or milled, that therefore they are true; because frames of this

class cannot, if large, be held without springing them to some extent

from the pressure of the bolts or other devices necessary to hold them

to be cut.

It is not uncommon to plane the surfaces as true as may be, and put the

frames together, bolting them up tight, and then applying the

straight-edge trammel and rule to test the truth, correcting any error

that may be found by inserting pieces of paper, sheet tin or material of

requisite thickness on one side of the surfaces, so as to offset the

error in their fit and bring the framing true; but this is not the

proper way, because it reduces the area of contact, and furthermore

renders a new testing and adjustment necessary whenever the frames are

taken apart. It is better therefore to apply a straight-edge to the

surfaces and true them to it, testing them vertically as by placing the

straight-edge across K L, and longitudinally across S´, at K and the

corresponding projection at the other end of the frame, filing them

until they appear true.

The holes through the frame may be drilled before filing these surfaces,

so as to reduce the area to be filed. Since the end frames T do not in

this example carry any journals or mechanism, the position of T is not

so particular as it otherwise would be; hence, the holes in its feet may

be marked off and drilled independently of the frame, the holes being

drilled a little too small to allow for reaming with the holes in the

frame. The framing will then be ready to put together (all machine work

upon them being supposed to be done). The feet of all such frames should

be planed true, so that the frame, when put together, may stand true and

steady when placed upon a level floor or foundation, and in this case

the distance and parallelism of the feet surfaces will be true with the

ways or bearings, affording much assistance in holding the frame while

putting it together. The height of the holes may be measured and marked

from the feet surface, thus insuring truth as far as height is

concerned. Lines may be drawn or marked on each side frame, at the

proper distance from and parallel with the jaws of the ways A, B, thus

completing on the side frames the marking of the location of the centres

of the holes for bolting the end frames on.

If the frames were of a size to be sufficiently easily handled, the end

frames might be put in their places, and the whole framework set true,

so as to mark the holes in the end frames from those already drilled in

the side frame. But if the use of a crane were necessary to lift them,

it would be better to mark the holes on the end frames, and drill them

before putting the framework together at all, leaving sufficient to ream

out of the holes to bring them fair, notwithstanding any slight error in

drilling them. In this case, a line denoted by the dotted line X in Fig.

2564, should be drawn across the frame, and the holes at I and J be made

equidistant on each side of it, as well as the proper distance apart. X

must be at a right angle to the trued foot surfaces at I J, so as to

cause the side frames to stand vertical while their feet are horizontal.

Supposing now the holes to be drilled and the frames are to be bolted

together, the whole frame may be held temporarily together by bolts

passing through the side frames at each end, or a bolt may be passed

through the holes F to steady it. Indeed, if these holes F have been

accurately bored, a neatly fitting mandrel passed through them should

hold the side frames true. The end frames T having been set to stand at

a right angle to the side frames, and with their holes at I J, &c., as

near fair as may be with the holes in the side frames, two feet, as I J,

may have their holes reamed fair with the holes in the side frames, and

tightly fitting bolts be driven in and screwed firmly home. Before

reaming the other holes (as K L) of each end frame, the jaws to receive

the bearing boxes should be tested for alignment one with the other.

Truth, in this respect, being of the utmost consequence for the

following reasons:

Suppose the bearing ways on one side frame to stand higher than those on

the other, then, the shafts will not stand level in the frame unless

(except in the case of the brasses or boxes in B) the lower brasses are

made of unequal thickness through the crown, to an amount equal to that

of the error. In the case of the brasses in A, C, D, E, the joint faces

of all the brasses of one side frame would require to be made thinner

beneath the journal than above it on the high frame, and thicker beneath

than above on the low frame, This would entail much extra work in

planing, marking, and boring the bearing boxes or brasses, and be an

inferior job when done.

Again, the bores of all the brasses would not be parallel to the crown

or bedding faces, and this error would entail the following extra work:

1. Ascertaining the amount of the error, and allowing for it in marking

the brasses; 2. The setting of the ways of the brasses out of true with

the ways when clinking them for boring; and, finally, extra fitting or

filing the brass bores when fitted with the shafts in place. This extra

fitting would be necessary for the following reasons:

When the surfaces of work are to be parallel, they can be measured with

calipers. Surfaces to be at a right angle can be tested with a square;

those to be in line can be tried with a straight-edge, and in each case

the truth or alignment of the surfaces is tested by contact of the

testing tool. But in the cases where surfaces at an angle are tested or

measured the tools must be set to a line or lines, and the work must be

measured or cut to lines, thus: Suppose it were found that the bedding

surface of the brass B was a certain amount out of alignment with the

corresponding bedding surface on the other side frame, and, by

measurement, this amount determined to be 1/64 inch, then there is a

liability to error in measuring this 1/64. The brasses must be marked

(for boring the same 1/64 out of square, inducing another liability of

error in marking that amount); this marking being done by lines, there

is a liability to error in setting the work to the lines. From these

liabilities to error, it is generally found that work not true in

alignment requires, when it comes to be put together, to have each piece

fitted to its place and corrected for alignment.

But, suppose the ways are made true and in proper alignment, then the

brass bores are simply made of equal thickness at the crown, and on the

sides at a right angle to the inside faces of the ways; and truth, in

these respects, may be measured by actual contact, with the square or

calipers, eliminating the chance of error.

In repairing the machine, or putting in new bearings or brasses; the

measurement and transferring of the error in the ways to the brasses has

all to be gone through with again, and the parts fitted for alignment;

whereas, if the ways are true, the brasses can be made true, and to go

together, with but little, if any, adjustment when tried in their

places.

[Illustration: Fig. 2565.]

The most accurate method of testing the adjustment of the ways is as

follows: Fig. 2565 represents a plan view of the frame; N represents a

straight-edge applied to the surfaces of the jaws _a_ _b_. The method of

applying this straight-edge is to place one end across a jaw, as _a_,

while the other end is elevated above _b_; then, while pressing the end

firmly against _a_, lower the other end to the face of _b_; if its edge

at that end falls fair with _b_, so as just to touch it, the process may

be reversed--one end being pressed to _b_, and the other lowered upon

_a_. By this means, it will not only be discovered whether the jaws _a_

and _b_ stand square across the frame, but also whether the frame on

either side is sprung. A square _c_ may also be rested against N, and

its blade _d_ tested with the side face of the way, as shown. The same

process of testing should be applied to the other jaw faces _e_, _f_.

Suppose, however, that the width between the jaws _a_, _f_ was less than

that between _e_, _b_, then the straight-edge, when pressed to _a_,

would show a space between its edge and _b_; and also a space between

its edge and _e_, when its other end was pressed to _f_; and, when these

spaces were equal in amount, the frames would be set true in one

direction. To test the truth in the other direction, the straight-edge

should be applied after the same manner to the bottom surfaces _g_, _h_.

It will not answer to rest the straight-edge against the two surfaces

and observe their coincidence with its edge, because any error cannot be

sufficiently, readily, or accurately tested by this means. Nor will it

answer to test by the bearing marks of a straight-edge applied with

marking, unless the coat of marking be very fine and the straight-edge

be moved without any vertical pressure on it; because, under such

pressure, the straight-edge will bend.

The ways for all the bearings should be tested in this manner; so that,

if from any error in the machine work, some of them will not come fair,

the frames may be set to align those that it is of most importance to

align truly; or if there is no choice in this respect, then those

carrying the largest bearing should be set true; because, if it be

decided to correct the error on the other bearing or bearings, there

will be less area to file or operate upon. The setting being complete

the holes may be reamed and the remaining bolts put in, the testing

being repeated after the frame is finally bolted together. If this final

test shows that bolting the frame up has altered the alignment by

springing the frame, the bolts in one foot, as say I, Fig. 2564, may be

slackened and the test repeated; and, if the frame is then found true,

it is the bolting at I that causes the spring, on account of the bedding

surfaces not fitting properly. If I is not found to be at fault, it may

be bolted up again and J tested by loosening its bolts, and so on, until

the location of the error is detected. Furthermore, when the frame is

bolted up, the width of the bearings, as from _a_ to _b_, should be

tested; for in a job of this kind, it will pay to have the framework so

true to the drawing that, if the other parts, as the shafts, bearing

parts, &c., be also made to the drawings, the parts will go together,

thus avoiding the necessity of varying all the other parts from the

drawing to accommodate errors in the framework.

[Illustration: Fig. 2566.]

Among the jobs that the erector is often called upon to perform is that

of patching or repairing pieces that have cracked or broken. Fig. 2566

represents a case of this kind, the fracture being at D. The principle

to be observed in work of this kind is to cause the bolts to force the

fractured pieces together, so that the irregularity or crookedness of

the crack, as at D in the figure, may serve to lock the pieces together.

[Illustration: Fig. 2567.]

Suppose, for example, we were to put on a patch P, Fig. 2567, and there

would be but little to prevent the crack from opening under severe

strain, and the patch would stretch, permitting the crack to open and

finally causing the bolts to break or sheer off. A preferable plan,

therefore, is to put two patches on the sides in the following manner:--

The holes should be drilled through the beam and the plates held against

the beam so that their holes may be marked by a scriber passed through

the holes in the beam. The holes in the plates should be drilled closer

together than those in the beam, so that when driven in they will serve

as keys to close the two sides of the crack together, as shown in Fig.

2568, where it is seen that one side of the bolt bears against the holes

in the patch and the other against the holes in the beam. To facilitate

getting the bolts in place the plates may be heated so as to expand

them.

In cases in which it would not be permissible to drill so many holes

through the beam on account of weakening it, we may use patch bolts with

countersunk heads, as in Fig. 2569. Two only of the bolts pass entirely

through, and it is best to let them be taper, as at A in the figure, the

head not meeting the patch. The hole in the beam, after being reamed

taper, should be filed out on the side B, and that in the patch plates

on the other side, as at C and D, so that the bolts will serve as keys.

After these two bolts are in place and their nuts firmly screwed home,

the holes for the patch bolts may be drilled through the plates and into

the beam. When the countersunk head bolts are fitted they should be

turned down behind the head, so as to leave a part weaker than the bolt,

and then screwed in until the required end breaks off. The taper bolts

should be of steel, but those with countersunk heads may be of iron.

[Illustration: Fig. 2568.]

[Illustration: Fig. 2569.]

ERECTING AN IRON PLANER.--If an iron planer be properly fitted and

erected, the table will be quite solid in the [V]-ways in the bed, and

will not rock or move even though a heavy vertical cut be taken at the

extreme sides of the table, but any error of truth of alignment or fit

either in the bed-ways or the table [V]'s will cause the table to lie

improperly in the [V]'s and to be apt to rock as it traverses. The

author has had planed upon a planer thirty years old, at the Freeland

Tool Works, in New York City, a cast-iron surface 12 × 20 inches, the

metal weighing about 60 lbs., and the surfaces were so truly planed that

one would lift the other by reason of a partial vacuum between the two.

These planed surfaces were exhibited by the author at the American

Institute Exhibition in 1877, and were awarded a medal of superiority.

The manner in which this planer was fitted and erected, and the

principles involved in such fitting and erecting, are as follows:

While it is essential that the foot or resting surface of a planer bed

(whether it stands on legs or rests direct upon its foundation) be as

true as it is practicable to plane it, still it is more essential that

the [V]'s or ways be true, and as the casting will be apt to alter its

form from having the surface metal removed, it is best to plane the side

on which the ways are the last.

When the bed is placed upon the machine to have its resting surface

planed, the casting being uneven, it will be necessary to place packing

pieces of suitable thickness beneath the places where the clamping

plates hold it, so that the pressure of those plates may not spring or

bend the casting.

These packing pieces require to fill up solidly (without lifting the

bed) the hollow places, and it is a good plan to place among them a

piece of strong writing paper for reasons which will appear presently.

In planing the bed all the surfaces should be roughed out before any are

finished. Before any finishing cuts are taken all the clamping bolts

should be loosened and the pieces of paper tried by pulling them, so

that if the casting has altered its form it will be made apparent by

some one of the pieces of paper becoming loose.

In this case the packing must be readjusted, clamping both as lightly as

will hold the work, and all as equally as possible, when the finishing

cuts may be taken.

[Illustration: Fig. 2570.]

The best form of template to plane the ways to is that shown in Fig.

2570, in which B is a side and A an end view. A corresponding female

template being shown at D to be used in planing the table [V]'s.

The length C of the [V] of the template must not be longer than from 4

to 6 inches, or it will be liable to spring or twist from its own

weight. This template is not intended to be used in any sense as a

straight-edge to test the truth of the length of the ways, but rather as

one to test their width apart, and the correctness of the angles. The

top surface A B should be quite true with the [V]'s, being equidistant

from them, so that by testing that surface with a spirit-level it may be

known whether the ways are level either crosswise or lengthwise.

The [V]'s of the template require to have red marking on them so as to

mark the ways when the template is moved, and show that the ways

accurately fit to the template, which is highly important.

In planing the table or platen it is essential to bear in mind that the

area to be planed on the [V] side is always small in comparison with

that to be planed on the other or work-holding side of the table, and as

the planing of this latter surface is sure to cause the casting to alter

its form, it is necessary to plane it first, so that the alteration of

form may occur before and not after the [V]'s have been planed.

In chucking the table to plane its work-holding surface, the packing

pieces must be used as described for the bed, and the bolts placed as

there described.

Both bed and table being planed they require to be fitted together (no

matter how expertly the planing has been done) if a really first-class

job is to be made of them. In doing this it is essential that the bed be

supported at the same points as it will be when the machine is put to

work, for in large or long casting the deflection or bending from its

own weight is sufficient to have an important practical effect. The same

fact will also apply to the table and even to the cross slide, even

though the latter be heavily ribbed and but, say, 5 feet long.

If, therefore, the bed is to be supported by legs, its guideways or

[V]'s should be fitted after the legs are attached. The bed must be

carefully levelled so that the ways may stand horizontally true, which

may be tested by placing the template A B in Fig. 2570 in place and

applying a spirit-level first across and then lengthwise of the upper

surface of the template.

If the bed rests upon a foundation at several points in its length it

should be rested at those points while being fitted and carefully

levelled as before, the template and spirit-level being tried at every

two or three feet of the bed length.

To test the width of the [V]'s and their widths apart in the fitting,

the template A B, Fig. 2570, must be used in connection with red

marking, but to true the lengths of the ways a surface plate about 4

feet long and slightly wider than the width of one side of the ways must

be used, and if the template and the surface plate show the ways true

they will be of the correct width, of correct angle and true planes. But

this does not insure that the two ways are in line one with the other,

and for this purpose separate test blocks are necessary, because the

template is too narrow in width to give a good test, and cannot be made

wider, because in that case its own weight would cause it to spring or

deflect to suit any error in the work.

[Illustration: Fig. 2571.]

These test blocks are simply two pieces of metal, such as shown in Fig.

2571. The lengths of these blocks should be about 8 inches, and the best

way to obtain them true and exactly alike is to make one block and then

cut it into two. They possess an advantage not possessed by a template

that spans both ways, inasmuch as they may be turned end for end in each

way and thus test the accuracy of the angles of each way.

Again, both may be placed in one way, and by various applications in

connection with straight-edge, surface plate, and level they will test

the truth of the ways, both individually and one with the other in a

better manner than by any other method.

Fig. 2572 represents the various positions of the [V] blocks for the

testing, A, B, C, D, E, F, G, H, representing the blocks; straight-edges

may be placed as at I, at J, and at K, and if the ways are true the

straight-edge, lightly coated with marking, should have contact clear

across the upper surface of both [V]-blocks, and a spirit-level placed

on the straight-edge (in each position of the same) should show them to

be level.

The surface P, on which uprights or standards on that side of the plane,

rest, being planed with the [V]-ways will be true with them, and the

uprights may be erected thereon, their base surfaces being fitted to P

until the standards stand truly vertical and parallel in their widths

apart. In testing these uprights they should be bolted home as firmly as

they will be when finally erected, as they will be liable to alter their

set if bolted up more firmly than when tested. These front surfaces

should be at a right angle to the length of the bed [V]-ways, and this

may be tested by placing a straight-edge across their surfaces and

testing it with a square rested against the edge of the planer table.

The method of erecting planers at the Pratt and Whitney Company's shops

is as follows:--

To test the [V]'s, a plate P, Fig. 2573, is applied as shown, its lugs

_a_, _a_^{1} fitting to corresponding sides of the two [V]s; as B, B. In

Fig. 2573 the test is made by inserting thin pieces of tissue paper

between _a_, _a_^{1} and the [V]-sides, the friction with which the

paper is held showing the nature of the fit. Thus, if the paper will

move easily at one end and is tight at the other end of either of the

lugs _a_, _a_^{1} the fit is shown to be defective. When the fit on

these sides is corrected, the plate P is turned around, as in Fig. 2574,

and from a similar tissue-paper test, the other sides are corrected.

Thus the outside angles of the two [V]s are fitted to the same angle;

inside angles are also fitted to the same angle. But it will be observed

that it does not follow that the inside angles of the [V]s are of the

same degree of angle as are the outside halves or angles, unless the two

lugs _a_, _a_^{1} of the plate P have equal angles. It is on this

account that the test is made by tissue paper, rather than by the

bearing marks produced by rubbing P along the [V]s, since that might in

time wear the angles _a_, _a_^{1} out of true. The same plate P may be

used to true the male [V]s on the work-holding table of the machine, as

is shown in Figs. 2575 and 2576, where the table is seen upside down, as

is necessary in order to apply the plate. Here, again, the outside

angles or halves of the [V]s are fitted from the same [V] (_a_^{1}) of

the plate, so that the fit of the table will be true to the bed, even

though the angle on one side of the [V]-ways were not precisely correct,

and there is less liability to error than would be the case were a male

and female plate used instead of a single plate. The alignment next in

importance is that of the uprights, standards, or side frames of a

planing machine, and to enable the correct erection of these, the device

A, Fig. 2577, is employed. It consists of a solid plate fitting into the

[V]-ways of the planer-bed and having two steps, B and C, which receive

the side frames to be erected. The width D is the width apart of the

side frames, and the side surfaces of the steps (as G) are vertical to

the centre line of the [V]-ways of the bed, so that the side frames may

be rested against G on one side, and the corresponding surface on the

other step. The surfaces E, F are at a right angle to the [V]-ways of

the bed, so that when the side frames are against E, F they will be set

square across the machine. The top face of the plate A is planed

parallel to the [V]s of the plate, so that in addition to resting each

side frame against the surfaces (as F G) a square may be rested on plate

A and applied to their trued surfaces, and thus may these side frames be

set true and square, both one with the other, and with the ways in the

bed, without the use of stretched lines and straight-edges, which

secures greater accuracy and saves considerable labor.

[Illustration: Fig. 2578.]

All the smaller parts of the machine may then be erected true to the bed

or the side frames, as may be required, and if it be a small planer, in

which the bed rests upon feet, all that will be necessary in setting the

machine in position to work is to set the surface of the work-table

level. But in the case of a large heavy planer a solid foundation must

be built for the bed, because it will spring, bend, and deflect from its

own weight, and thus the side frames, as well as the bed, may be thrown

out of true and alignment. Fig. 2578 is a side and plan view of the

foundations for a planer, showing the bed-plate in position upon the

same.

[Illustration: _VOL. II._ =TESTING PLANER BEDS AND TABLES.= _PLATE XI._

Fig. 2572.

Fig. 2573.

Fig. 2574.

Fig. 2575.

Fig. 2576.

Fig. 2577.]

The stone blocks forming the base of the foundation require themselves

to rest upon a solid base, and not upon a soil or gravel that is liable

to sink beneath them. The brickwork above them is best laid in cement,

which should be properly set before the planer bed is placed in

position. Near the centre of the bed, and directly beneath the

cross-slide, is shown a screw jack, to take up any sag of the bed, and

cause the [V]s to have a good bearing directly beneath the cutting tool,

which is essential to prevent the table from springing from the pressure

of the tool cut.

FITTING UP AND ERECTING A LATHE.--The first operation will be to true

the bed or shears. If the lathe has raised [V]s on the bed it will be

sufficient to true them only, without truing the flat surfaces. The bed

should during the fitting be supported at the same points as it will be

when in use.

[Illustration: Fig. 2579.]

The method of aligning the lathe heads at the Pratt and Whitney

Company's workshops is as follows: Fig. 2579 is a side and an end view

of a part of a lathe shears A, with the tailstock B thereon. To the bore

of the tailstock there is closely fitted an arbor C, accurately turned

in the lathe, and having at the end D and at E two short sections of

enlarged diameter. A plate F is fitted to the inside [V]s of the shears

(upon which [V]s the tailstock sits). This plate carries a stand G, and

a second gauge or stand G. Stand G fits at its foot into a [V] provided

in F, as shown, the object of which is to so hold G to F that its (G's)

face will stand parallel to arbor C. The stand is so adjusted that a

piece I may be placed between C and G and just have contact with both,

and it is obvious that if this is found to be the case with the

tailstock and the stand placed at any position along the bed, the arbor

C, and, therefore, the bore of the tailstock, must be true, sideways, to

the inside [V]s of the lathe shears. The testing, however, is made at

the enlarged sections D and E, G of course being firmly bolted to F. To

test the height of the arbor C from the [V]s, and the parallelism in

that direction, stand H is provided. It carries a pointer or feeler K,

whose end is adjusted to just touch the enlarged sections D and E of C,

it being obvious that when the degree of contact is equal at these two

sections, with the tailstock and the plate F moved to various positions

along the bed, the adjustment or alignment in that direction is also

correct. The adjustment and corrections may then be made with the

headstock of the lathe in place of the tailstock, the arbor fitting into

the bored boxes of the lathe and extending from it, and having two

sections of the same diameter, as sections E in the figure. Now, suppose

that in the test thus made the bar C proves to stand true in some

locations, but not in others, upon the bed; then it is proof that it is

the [V]s that require correction, while the tailstock is in error in all

cases in which the error is constant, with the tailblock moved in

various positions along the shears.

In some practice the heads are bored after being fitted to the ways, and

in this case the boring bar may be supported by standards fitting to the

lathe bed, running in bearings, and not on centres. There should be

three of these bearings, one at one end of the head, and as close to it

as convenient, another at the other end, as close as will permit the

insertion of the cutters, and the third as far from the second as will

permit the insertion on the bar and between them of a pulley to drive

the bar, which must be splined to receive a feather in the pulley, so

that the bar may be fed through its bearings and through the pulley to

the cut. After the live head has been bored the tailstock or back-head

may be bored from the other end of the bar, so that the standards will

not require to be moved on the bed until the boring is completed. The

bar may be fed by hand, or an automatic feed motion may be affixed to

one of the standards. The heads being secured to the bed while being

bored, there is no liability of error in their alignment, because, even

if the holding bolts spring the heads in clamping them to the bed, the

holes will be true when the heads are firmly home upon the bed, as they

will be when in use, whereas under this condition such will not be the

case if the holes for the spindles are bored before the seats are planed

and fitted.

The feed screw must be placed quite parallel to the [V]s or guides of

the bed, or otherwise the pitches of threads cut in the lathe will be

finer than they should be, and the screw will bind in the feed nut,

causing undue wear to both.

The method employed to test the truth of lathe shears and heads in the

David W. Pond Works, at Worcester, Massachusetts, is as follows:--

[Illustration: Fig. 2580.]

The planing, both of the lathe shears and of the heads, being done as

accurately as possible, the heads are provided with a mandrel or arbor,

to the end of which is secured the device shown in Fig. 2580, in which A

is a hollow cylindrical piece having a threaded and split end, so that

by means of a nut the bore may be closed to tightly fit the arbor

referred to; B, B are two arms, a sliding fit in A, to enable their

adjustment for the width of lathe [V]s, and having a flat place on one

side, as at C C, to receive the pressure of a locking device D, by means

of which B, B may be fastened in their adjusted positions; E, E are

cylindrical arms, a sliding fit in B, B, also having flat sides, and

capable of being secured in their adjusted positions by means of

locking devices F, F.

[Illustration: Fig. 2581.]

[Illustration: Fig. 2582.]

Fig. 2581 is an end view of the device in position on a lathe tail

stock, and Fig. 2582 is an enlarged view (being half full size) of the

devices at the lower end of arms or rods E, E.

At the lower ends of E, E are provided two pieces G, G, which are

capable of adjustment to fit the [V]s H, H of the lathe, as follows:--

The middle pins I are fast in the arms J, but are pivoted in G, the end

pins, as K, are pivoted in G, are flat where they pass through J, and

threaded to receive the nuts, L, of which there are four, two to each

piece G. By operating these nuts, G may be adjusted to bed fair on the

angles on the lathe [V]s H. At M are two fixed pins which afford a

fulcrum, at N and O respectively, to four index needle arms. Two of

these index arms only are seen in the cut, marked respectively P and Q,

which are pivoted at N. Two similar pointer or needle arms are on the

other side of M, being behind P and Q, these two being pivoted

respectively at O. At the lower end of P is a point resting in the

centre of the nut, and similarly the end of Q rests in the centre of the

nut on that side. Similarly the two needles not seen have pointed ends

resting in the centre of the nuts marked respectively L. Between G and J

are two springs placed back to back, which act to hold G away from J.

But it will be seen that if either end of G be forced towards J, as by

passing over a projection on the [V] H, then the pin K, will push nut L,

and this will raise the end of the pointer or needle to a corresponding

degree, and the pointer being pivoted (as at N), its upper end will move

and denote on the graduated index R that there is an error in the lathe

[V], the amount of the error being shown multiplied on account of the

leverage of the needle arms from the pivots.

The pieces G being adjusted to bed fairly on the lathe [V]s, the heads

of the lathe are moved along the lathe shears, and if the [V]s are true

to angle the upper ends of the needles will remain stationary, a

projecting part of a [V] will, however, cause the needle point to move

toward E, while a depression on a [V] would cause the springs K to move

G in, keeping it in contact with the [V], while the needle point would

move away from E. To maintain the needle arms in contact with the nut

heads L, springs S are employed. Variations in the widths apart of the

[V]s on either side of the shears would obviously be shown in the same

manner, the defect being located by the needle movement. The corrections

are made from the contact marks of the heads, caused by moving the heads

along the [V]s and by careful scraping.

Notwithstanding that every care and attention may be taken to make a

lathe true in the process of manufacture, yet when the whole of the

parts are assembled it is found essential to test the truth of the

finished lathe, because, by the multiplication of minute errors the

alignment of the lathe, as a whole, may be found to need correction. A

special inspector is therefore employed to test finished machines before

they leave the works, and in Fig. 2583 is represented the device

employed for testing the alignment of the line of centres of lathes.

Upon the face of the face plate and near its perimeter there are turned

up two steps, as denoted by B and C. The tail-spindle is provided with a

stud S, which fits in the place of the dead centre, and carries what may

be termed a double socket, one-half of which (as F) envelops the stud S,

while the other half (A) envelops and carries a rod R. These two halves

are in reality split sleeves, with set screws to close them and adjust

the fit. By means of the screws E, the sleeve F may be made a tight

working fit upon S, while, by means of screws G, sleeve A may be made to

firmly grip the rod R, which may thus be securely held while still

capable of being swung upon stud S. Upon the outer end of the rod R is

another sleeve I, which is also split and secured to the rod R by means

of screws corresponding to those shown at G. It also carries a pin, upon

which a disk K is pivoted, and a lug through which the adjusting screw V

is threaded. Upon K is a lug which has on one side of it the end of a

spring T, and it is obvious that by operating V the disk K will be

rotated upon its central pin. K carries two lugs, L and M, the latter

being threaded and split. These two lugs receive a sleeve N, threaded

into M, and a close plain fit in L. The small end of this sleeve is

split and is threaded slightly taper, and is provided with the nut P.

Through this sleeve passes a needle Q Q, one end of which is bent as

shown, and it is obvious that by screwing nut P upon N the sleeve will

be closed and will tightly grip the needle Q Q. Now, suppose that the

head of N is operated, and it will move endwise through L and M,

carrying with it the needle Q Q, which will remain firmly clasped in the

sleeve; or suppose that screw V is operated, and K will revolve,

carrying with it the needle Q Q, which will still remain firmly gripped,

and it follows that there is thus obtained a simple means of adjusting

the needle without releasing it.

[Illustration: Fig. 2583.]

The application of the instrument is as follows: To test if the head and

tailstocks are of equal height from the bed, the instrument is set and

adjusted exactly as shown in the engraving, the needle being adjusted to

just touch the diameter of the step at B. The rod R is then swung around

so that the needle comes opposite to the same step B at the bottom of

the face plate, and if the needle just touches there also the adjustment

for tailstock height is correct. Similarly for testing if the tailstock

is set true sideways the needle may be tried in the same manner and upon

the same step, but upon the two opposite sides of the face plate,

instead of at the top and bottom. It now remains to test if the

tailstock is in line in a horizontal direction with the live spindle,

and this is done by reversing the needle end for end in the sleeve N,

and setting it to just touch the face C of the turned step on the face

plate, and if it just touches at the top and bottom as well as at the

two sides the tail-spindle is obviously in line. It may be observed,

however, that if an error in any one direction is found, it is necessary

to go through the whole series of tests in order to precisely locate the

error. Suppose, for example, that the needle, being adjusted as in the

engraving to just touch the step at B, does not touch it when tried at

the bottom of the plate, then the error may be caused in three

ways--thus, in the first place, the whole tailstock may be lower than

the headstock; in the second place, the front end of the tailstock may

be too low; or, in the third place, the back end of the tailstock may be

too high. If the first was the cause, the test with the needle point

tried with face C would show correct. If the second or third was the

cause of the error, the needle point when tried to face C would touch

when applied at the top, but would not touch when tried at the bottom of

the face plate. Another case may be cited. For example, suppose the

needle applied as shown touched at the bottom but not at the top of the

step B, then the test with the needle reversed would show whether the

whole tailstock was too high, or whether the front end only was too

high, or the back end too low. There is one excellent feature in this

device to which attention may be called, which is that the tests are

made on as large a diameter of face plate as possible, which shows the

errors magnified as much as possible.

The same device is used to test if the cross slide of the carriage or

saddle is at a right angle to the lathe shears, the method of its

application being as shown in Fig. 2584. The split sleeve A receives in

this case a rod R, which is laid in the slideway S of the carriage or

saddle, and a long rod H carries the needle-holding devices. The rod R

is held fair against the slideway, and the face of the sleeve A is held

against the edge of the carriage or saddle. The needle Q is then

adjusted to just touch the edge D of the lathe bed. When this adjustment

is made the rod H is swung over to the right and the coincidence of the

needle point again tried with the edge of the lathe bed, the cross

slideway being at a right angle when the needle point touches the edge D

of the lathe bed when tried on the left hand, and also on the right

hand, of the carriage. The stiffening rod U is brought under tension by

a nut operated against a lug on X. To counterbalance the overhanging

weight of the rod H and its attachments, a rod carrying a weight W is

employed. It is obvious that the truth of the operation depends wholly

upon the straightness and parallelism of the enlarged sections P of the

rod R, upon keeping the end face of A in contact with the carriage at Z,

and upon the correct adjustment of the needle to the edge of the lathe

bed.

[Illustration: Fig. 2584.]

SETTING LINE SHAFTING IN LINE.--The following method of adjusting line

shafting or setting it in line, as it is termed, is that generally

adopted in the best practice.

[Illustration: Fig. 2585.]

[Illustration: Fig. 2586.]

[Illustration: Fig. 2587.]

First prepare a number of rude wooden frames, such as shown in Fig.

2585. They are called targets, and are pieces of wood nailed together,

with the outer edge face A planed true, and having a line marked

parallel with the planed edge and about three-quarters of an inch inside

of it. Upon this frame we hang a line suspending a weight and forming a

plumb-line, and it follows that when the target is so held that the

plumb-line falls exactly over and even all the way down with the scribed

line, the planed face A, Fig. 2586, will stand vertical. To facilitate

this adjustment, we cut a small [V] notch at the top of the scribed

line, the bottom of the [V] falling exactly even with the scribed line,

so that it will guide the top of the plumb-line even with the scribed

line at the top; hence the eye need only be directed to causing the two

lines to coincide at the bottom. To insure accuracy, the planed edge A

should not be less than a foot in length. Then tightly stretch a strong

closely-twisted and fine line of cord beside the line of shafting, as

shown in Fig. 2587, placing it say six inches below and four inches on

one side of the line of shafting, and equidistant at each end from the

axial line of the same, adjusting it at the same time as nearly

horizontally level as the eye will direct when standing on the floor at

some little distance off and sighting it with the line shaft.

In stretching and adjusting this line, however, we have the following

considerations:--It must clear the largest pulley hub on the line of

shafting, those pulleys having set-screws being moved to allow it to

pass. If the whole line of shafting is parallel in diameter, we set the

line equidistant from the shafting at each end. If one end of the

shafting is of larger diameter, we set the line farther from the surface

of the shafting, at the small end, to an amount equal to one-half of the

difference in the two diameters; and since the line is sufficiently far

from the shafting to clear the largest hub thereon, it makes, so far as

stretching the line is concerned, no difference of what diameter the

middle sections of shafting may be. The line should, however, be set

true as indicated by a spirit-level.

We may now proceed to erect the targets as follows: The planed edge A in

Fig. 2585 is brought true with the stretched line, and is adjusted so

that the plumb-line B in Fig. 2586 will stand true with the line or mark

B. When so adjusted, the target is nailed to the post carrying the

shafting hanger. In performing this nailing, two nails may be slightly

inserted so as to sustain the target, and the adjustment being made by

tapping the target with the hammer, the nails may be driven home, the

operator taking care that driving the nails does not alter the

adjustment.

[Illustration: Fig. 2588.]

In Fig. 2588 A A represents the line of shafting, B, B two of the hanger

posts, and C, C two of the adjusted targets.

[Illustration: Fig. 2589.]

We have now in the planed edges A of the targets a rigid substitute for

the stretched line, forming a guide for the horizontal adjustment, and

to provide a guide for the vertical adjustment we take a wooden

straight-edge long enough to reach from one post to another. Then

beginning at one end of the shafting, we place the flat side of the

straight-edge against the planed edge of two targets at a distance of

about 15 inches below the top of the shafting; and after levelling the

straight-edge with a spirit-level, we mark (even with the edge of the

straight-edge) a line on the planed edge of each target, and we then

move the straight-edge to the next pair of targets, and place the edge

even with the mark already made on the second target. We then level the

straightedge with a spirit-level, and mark a line on the third target,

continuing the process until we have marked a straight and horizontally

level line across all the targets, the operation being shown in Fig.

2589, in which A represents the line of shafting, B the hangers, and C

the targets. D represents the line on the first target, and E the line

on second. F is the straightedge, levelled ready to form a guide whereby

the line D may be carried forward, as at E, level and straight, to the

third target, and so on across all the targets.

[Illustration: Fig. 2590.]

[Illustration: Fig. 2591.]

The line thus marked is the standard whereby the shafting is to be

adjusted vertically; and for the purpose of this adjustment, we must

take a piece of wood, or a square, such as is shown in Fig. 2590, the

edges A and B being true and at a right angle to each other. The line D,

in Fig. 2589, marked across the targets being 15 inches below the centre

line of the shaft at the end from which it was started, we mark upon our

piece of wood the line C in Fig. 2590, 15 inches from the edge A (as

denoted by the dotted line); and it is evident that we have only to

adjust our shaft for vertical height so that, the gauge being applied at

each target in the manner shown in Fig. 2591, the shaft will be set

exactly true, when the mark C on the piece of wood comes exactly fair

with the lines D marked on the targets.

[Illustration: Fig. 2592.]

For horizontal adjustment, all we have to do is to place a straight-edge

along the planed face of the target, and adjust the shaft equidistant

from the straight-edge, as shown in Fig. 2592, in which A is the shaft,

B the target, C the straight-edge referred to, and D a gauge or distance

piece. If, then, we apply the straight-edge and wood gauge to every

target, and to the adjustment, the whole line of shafting will be

complete.

There are several points, however, during the latter part of the process

at which consideration is required. Thus, after the horizontal line,

marked on the targets by the straight-edge and used for the vertical

adjustment, has been struck on all the targets, the distance from the

centre of the shafting to that line should be measured at each end of

the shafting, and if it is found to be equal, we may proceed with the

adjustment; but if, on the other hand, it is not found to be equal, we

must determine whether it will be well to lift one end of the shaft and

lower the other, or make the whole adjustment at one end by lifting or

lowering it, as the case may be. In coming to this determination we must

bear in mind what effect it will have on the various belts, in making

them too long or too short; and when a decision is reached, we must mark

the line C, in Fig. 2590, on the gauge accordingly, and not at the

distance represented in our example by the 15 inches.

The method of adjustment thus pursued possesses the advantage that it

shows how much the whole line of shafting is out of true before any

adjustment is made, and that without entailing any great trouble in

ascertaining it; so that, in making the adjustment, the operator acts

intelligently and does not commence at one end utterly ignorant of where

the adjustment is going to lead him to when he arrives at the other.

Then, again, it is a very correct method, nor does it make any

difference if the shafting has sections of different diameters or not,

for in that case we have but to measure the diameter of the shafting,

and mark the adjusting line, represented in our example by C, in Fig.

2590, accordingly, and when the adjustment is complete, the centre line

of the whole length of the line of shafting will be true and level. This

is not necessarily the case, if the diameter of the shafting varies and

a spirit-level is used directly upon the shafting itself.

In further explanation, however, it may be well to illustrate the method

of applying the gauge shown in Fig. 2590, and the straight-edge C and

gauge D shown in Fig. 2592, in cases where there are in the same line

sections of shaftings of different diameters. Suppose, then, that the

line of shafting in our example has a mid-section of 2-1/4 inches

diameter, and is 2 inches at one, and 2-1/2 inches in diameter at the

other end: all we have to do is to mark on the gauge, shown in Fig.

2590, two extra lines, denoted in figure by D and F. If the line C was

at the proper distance from a for the section of 2-1/4 inches in

diameter, then the line D will be at the proper distance for the section

of 2 inches, and E at the proper distance for the section of 2-1/2

inches in diameter; the distance between C and D, and also between C and

F, being 1/8 inch, in other words, half the amount of the difference in

diameters.

In like manner for the horizontal adjustment, the gauge piece shown at D

in Fig. 2592 would require when measuring the 2-1/4 inch section to be

1/8 inch shorter than for the 2 inch section, while for the 2-1/2 inch

section would require to be 1/8 inch shorter than that used for the

2-1/4 inch section, the difference again being one-half the amount of

the variation in the respective diameters. Thus the whole process is

simple, easy of accomplishment, and very accurate.

If the line of shafting is suspended from the joists of a ceiling

instead of from uprights, the method of procedure is the same, the forms

of the targets being varied to suit the conditions. The process only

requires that the faced edges of the targets shall all stand plumb and

true with the stretched line. It will be noted that it is of no

consequence how long the stretched line is, since its sag does not in

any manner disturb the correct adjustment, but in cases where it is a

very long one it may be necessary to place pins that will prevent it

from swaying by reason of air currents or from jarring.

The same system may be employed for setting the shafting hangers, the

bores of the boxes being used instead of the shafting itself.

CHAPTER XXX.--LINE SHAFTING.

LINE SHAFTING.--A line of shafting is one continuous run or length

composed of lengths joined together by couplings. The main line of

shafting is that which receives the power from the engine or other

motor, and distributes it to other lines of shafting, or to the various

machines to be driven. In some practice each line of shafting is driven

by a separate engine or motor, so that it may be stopped without

stopping the others. This same object may be obtained by providing a

clutch for each line. It is obvious that in each line of shafting the

length nearest to the driving motor transmits the whole of the power

transmitted by the line, and that the diameter of the shafting may,

therefore, be reduced as it proceeds from the engine in a proportion

depending upon the degree to which the power it is required to transmit

is reduced. It is desirable, therefore, so far as the shafting is

concerned, to place the machines requiring the most power to drive as

near as possible to that end of the shafting that receives power from

the motor. Line shafting is supported in bearings provided in what are

termed hangers, which are brackets to be bolted to either suitable

framing, to walls, posts, or to the ceiling or floor of the building.

The short lengths of shafting that are provided to effect changes of

speed, and to enable the machine to be stopped or started at pleasure,

are termed countershafts. When there is interposed a countershaft

between the motor and the main line of shafting, it is sometimes termed

a jack shaft.

Shafting is usually made cylindrically true either by special rolling

processes as in what is known as "cold-rolled," or "hot-rolled"

shafting, or else it is turned up in the lathe. In either case it is

termed bright shafting. What is known as black shafting is simply bars

of iron rolled by the ordinary process and made cylindrically true only

where it receives its couplings, and for its journal bearings, &c. The

diameter of black shafting varies by a quarter of an inch, and is

usually above its designated diameter by about 1/32 inch.

The main body of the shafting not being turned cylindrically true and

parallel, the positions of the pulleys cannot be altered upon the

shafts, nor can pulleys be added to the shaft as occasion may require

without the sections being taken down and seatings turned for the

required pulleys to be added. Furthermore black shafting does not run

true, and is in this respect also objectionable. Nevertheless, black

shafting is used for some special cases where extra pulleys are not

likely to be required and the shafting is exposed to the weather, as in

the case of yards for the manufacture of building bricks.

The diameters of bright or turned shafting (which is the ordinary form

in which shafting is made, unless otherwise specified) vary by 1/4 inch

up to about 3-1/2 inches in diameter; but the actual diameter is 1/16

inch less than the denominated commercial diameter, which is designated

from the diameter of the round bar iron from which the shafting is

turned; thus a length of what is known as 2-inch shafting will have an

actual diameter of 1-15/16 inches, being parallel, or as nearly parallel

as it is practicable to turn it in the ordinary lathe.

Cold-rolled shafting has its actual diameter agreeing with its

designated or commercial diameter, and is parallel throughout its

length.

In England the diameters of shafting vary by eighths of inches for

diameters of an inch and less, and by quarters of an inch for diameters

above an inch, the commercial and the actual diameters being alike.

The strains to which a line of shafting is subject are as follows: The

torsional strain due to rotating the line of shafting, independent of

the power transmitted; the torsional strain due to the amount of the

power transmitted; and the transverse strain due to the unequal belt

pressures and distances from the bearings of the driving or transmitting

pulleys. The first and the last are, however, so intimately connected in

practice that they may be considered as one: hence we have, 1st, the

torsional strain due to driving the whole load, and, 2nd, the transverse

strain due to the belt pressures being exerted more on one side than on

another of the shaft, and to the belt pulleys being at unequal distances

from the hanger bearings.

The first may be reduced to a minimum by so proportioning the strength

of the line of shafting that it shall be capable of transmitting the

required amount of power at the various sections of its length without

suffering distortion of straightness beyond certain limits, and shall be

at the same time as light as is consistent with this duty and a certain

factor of safety.

Referring for a moment to the above limitation, the weight of the shaft

itself will cause it to deflect between the hanger bearings, and the

amount of this deflection will depend upon the distance apart of the

points of support, or, in other words, of the distance apart of the

hanger bearings.

The second may be reduced to a minimum by so regulating the distance

apart of the hanger bearings that the deflection of the shaft from the

belt pressures shall not be sufficient to produce sensible

irregularities in the axis of rotation of the shaft; by so connecting

the bearings to the hangers that they shall be rigidly held, and yet

capable as far as possible of automatically adjusting their bores to be

true with the shaft axis, notwithstanding its deflection from any cause;

by placing the pulleys transmitting the most power as near to the hanger

bearings as practicable; by so disposing the driving belts as to deliver

the power as near as possible equally on all sides of the shaft; and by

having the shafting and the pulleys balanced so as to run true, so that

the strains on the pulleys shall be equal at each point in the shaft

rotation. From this it appears that the distance apart of the shafting

hangers may vary according to the amount of power transmitted by a shaft

of a given diameter. The following table (given by Francis) gives the

greatest admissible distances between the bearings of continuous shafts

subject to no transverse strain except from their own weight, as would

be the case were the power given off from the shaft equally on all

sides, and at an equal distance from the hanger bearing.

+----------------+------------------------------------+

| Diameter of | Distance between bearings, in feet.|

|shaft in inches.+--------------------+---------------+

| |Wrought-iron shafts.| Steel shafts. |

+----------------+--------------------+---------------+

| 2 | 15.46 | 15.89 |

| 3 | 17.70 | 18.19 |

| 4 | 19.48 | 20.02 |

| 5 | 20.99 | 21.57 |

| 6 | 22.30 | 22.92 |

| 7 | 23.48 | 24.13 |

| 8 | 24.55 | 25.23 |

| 9 | 25.53 | 26.24 |

+----------------+--------------------+---------------+

These conditions, however, do not usually obtain in the transmission of

power by belts and pulleys, and the varying circumstances of each case

render it impracticable to give any rule which would be of value for

universal application.

For example, the theoretical requirements would demand that the bearings

be nearer together on those sections of shafting where most power is

delivered from the shaft, while considerations as to the location and

desired contiguity of the driven machines may render it impracticable to

separate the driving pulleys by the intervention of a hanger at the

theoretically required location. The nearer together the bearings the

less the deflection either from the shaft's weight or from the belt

stress, and since the friction of the shaft in its bearings is

theoretically independent of the journal-bearing area, the closer the

bearings the more perfect the theoretical conditions; but since it is

impracticable to maintain the true alignment of the shaft, and as the

friction due to an error in alignment would increase with the nearer

proximity of the bearings, they are usually placed from about 7 to 12

feet apart, according to the facilities afforded in the location in

which they are to be erected.

It is to be observed, however, that the nearer together the bearings are

the less the diameter, and, therefore, the lighter the shafting may be

to transmit a given amount of power, and hence the less the amount of

power consumed in rotating the shafting in its bearings.

COLD-ROLLED SHAFTING--This is shafting made cylindrically round and

parallel by means of cold rolling, which leaves a smooth and bright

surface. The effects of cold rolling upon the metal have been determined

by Major Wm. Wade, U.S.A., Sir William Fairbairn, C.E., and Professor

Thurston, of the Stevens Institute, as follows:--

The experiments were made upon samples of cold-rolled shafting submitted

by Messrs. Jones and Laughlins, of Pittsburgh, Pennsylvania.

SUMMARY OF THE RESULTS OBTAINED BY MAJOR WADE FROM NUMEROUS EXPERIMENTS

WITH ORDINARY HOT-ROLLED BAR IRON, COMPARED WITH THE RESULTS OBTAINED

FROM THE SAME KINDS OF IRON ROLLED AND POLISHED WHILE COLD BY LAUTH'S

PATENT PROCESS.

------------------------------------------+-------------+---------+---------

| Iron rolled | Ratio of|Average

| while | increase|rate per

+------+------+ by cold |cent. of

| Hot. | Cold.| rolling.|increase.

------------------------------------------+------+------+---------+---------

TRANSVERSE.--Bars supported at both | | | |

ends; load applied in the middle; distance| | | |

between the supports, 30 inches. Weight | | | |

which gives a permanent set of one-tenth | | | |

of an inch, viz. | | | |

} 1-1/2 inch square bars | 3,100|10,700| 3.451 |}

} Round bars, 2 inch diameter| 5,200|11,100| 2.134 |} 162-1/2

} Round bars, 2-1/4 " " | 6,800|15,600| 2.294 |}

| | | |

TORSION.--Weight which gives a permanent| | | |

set of one degree, applied at 25 inches | | | |

from centre of bars. Round bars, 1-3/4 | | | |

inch diameter, and 9 inches between the | | | |

clamps | 750| 1,725| 2.300 | 130

| | | |

COMPRESSION.--Weight which gives a | | | |

depression, and a permanent set of | | | |

one-hundredth of an inch to columns 1-1/2 | | | |

inches long and 5/8 inch diameter |13,000|34,000| 2.615 | 161-1/2

Weight which bends and gives a permanent | | | |

set to columns 8 inches long and 3/4 inch | | | |

diameter, viz. | | | |

} Puddled iron |21,000|31,000| 1.476 |}

} Charcoal bloom iron |20,500|37,000| 1.804 |} 64

| | | |

TENSION.--Weight per square inch, which | | | |

caused rods 3/4 inch diameter to stretch | | | |

and take a permanent set, viz. | | | |

} Puddled iron |37,250|68,427| 1.837 |}

} Charcoal bloom iron |42,439|87,396| 2.059 |} 95

Weight per square inch, at which the same | | | |

rods broke, viz. | | | |

} Puddled iron |55,760|83,156| 1.491 |}

} Charcoal bloom iron |50,927|99,293| 1.950 |} 72

| | | |

HARDNESS.--Weight required to produce | | | |

equal indentations | 5,000| 7,500| 1.500 | 50

------------------------------------------+------+------+---------+---------

NOTE.--Indentations made by equal weights, in the centre, and near the

edges of the fresh cut ends of the bars, were equal; showing that the

iron was as hard in the centre of the bars as elsewhere.

GENERAL SUMMARY OF THE RESULTS OBTAINED BY SIR WILLIAM FAIRBAIRN'S

EXPERIMENTS.

--+-------------------+-----------+-------------------+------------

| | Breaking | | Strength,

| Condition of bar. | weight of |Breaking weight per| the un-

| |bar in lbs.| square inch. |touched bar

| | | |being unity.

--+-------------------+-----------+-------------------+------------

| | | In lbs. In tons. |

1| Untouched (black) | 50,346 | 58.628 26.173 | 1.000

3| Rolled cold | 69,295 | 88.230 39.388 | 1.505

4| Turned | 47,710 | 60.746 27.119 | 1.036

--+-------------------+-----------+-------------------+------------

NOTE.--In the above summary it will be observed that the effect of

consolidation by the process of cold rolling is to increase the tensile

powers of resistance from 26.17 tons per square inch, to 39.38 tons,

being in the ratio of 1:1.5, one-half increase of strength gained by the

new process of cold rolling.

Extract from the general conclusions arrived at by Professor R. Thurston

from experiments.

"The process of cold rolling produces a very marked change in the

physical properties of the iron thus treated.

"It increases the tenacity from 25 to 40 per cent., and the resistance

to transverse stress from 50 to 80 per cent.

"It elevates the elastic limit under torsional as well as tensile and

transverse stresses, from 80 to 125 per cent....

"It gives the iron a smooth bright surface, absolutely free from the

scale of black oxide unavoidably left when hot rolled.

"It is made exactly to gauge diameter, and for many purposes requires no

further preparation.

"The cold-rolled metal resists stresses much more uniformly than does

the untreated metal. Irregularities of resistance exhibited by the

latter do not appear in the former; this is more particularly true for

transverse stress.

"This treatment of iron produces a very important improvement in

uniformity of structure, the cold-rolled iron excelling common iron in

density from surface to centre, as well as in its uniformity of strength

from outside to the middle of the bar.

"This great increase of strength, stiffness, elasticity, and resilience

is obtained at the expense of some ductility, which diminishes as the

tenacity increases. The modulus of ultimate resilience of the

cold-rolled iron is, however, above 50 per cent. of that of the

untreated iron.

"Cold-rolled iron thus greatly excels common iron in all cases where the

metal is to sustain maximum loads without permanent set or distortion."

From this it appears that cold-rolled iron is peculiarly adapted for

line shafting. Suppose, for example, a given quantity of power to

transmit, and that a length of cold-rolled and a length of hot-rolled

iron be connected together to form the line. Then the diameters of the

two being such as to have equal torsional strength, we have--

1st. That the weight of the cold rolled will be the least, and it will,

therefore, produce less friction in the hanger bearings.

2nd. That the cold rolled will be harder, and will therefore suffer less

from abrasion of the journals.

3rd. That being of smaller diameter the journals are more easily and

perfectly lubricated.

The resistance to transverse stress (say) 50 per cent.; but the elastic

limit under transverse stress is increased from 80 to 125 per cent.,

accepting the lesser amount we have in the case of the two shafts.

4th. That the resistance to permanent set or bend will be 30 per cent.

more in the cold rolled.

5th. The accuracy to gauge diameter enables the employment of a coupling

having a continuous sleeve, and gives an equal bearing along the entire

coupling bore.

6th. The reduction of shaft diameter enables the employment of a smaller

and lighter coupling; and

7th. The hubs of the pulleys may be made smaller and lighter, are easier

to bore, and may be bored to gauge diameter with the assurance that they

will fit the shaft.

The friction between the journals of a line shafting and its bearings

depends so intimately upon the distance apart of the bearings, upon the

alignment of the same, upon the accurate bedding of the shaft journals

to the bearings, and upon the amount of transverse strain; and this

latter is so influenced by the amount of power that may be delivered

from one side of the shaft more than from another, that the application

of rules for determining the said friction under conditions of perfect

alignment rigidity would be practically useless. The conditions found in

actual practice are so widely divergent and so rarely alike, or even

nearly alike, that the consideration of this part of the subject would,

in the opinion of the author, be of no practical value. The reader,

however, is referred to the remarks made with reference to the friction

of journals.

To prevent end motion to a line of shafting it is necessary that there

be fixed at some part of the line two shoulders, or collars, on

relatively different sides of a bearing, or of the bearings, these

collars meeting the side faces of the bearing. If shoulders are produced

by reducing the diameter of the journal bearing of the shaft, the

strength of the shafting is reduced to that at the reduced bearing,

because the strength of the whole can be no greater than its strength at

the weakest part. If collars are placed one on each end of the line of

shafting, the difficulty is met that the collars will permit end motion

to the shaft whenever the temperature of the shaft is greater than that

which obtained at the time at which the collars were adjusted, which

occurs on account of the increased expansion of the shaft. On the other

hand the collars will bind against the side faces of the bearing boxes

whenever the shaft is at a lower temperature than it was at the time of

setting the shaft, because of the contraction of the shaft's length, and

this would cause undue friction, abrasion, and wear.

It is preferable, therefore, to place such collars one on each side of

one bearing, so that the difference in contraction and expansion from

varying temperatures shall be confined to the difference in expansion

between the metal of which the bearing and shaft respectively are

composed in the length of the bearing only, instead of being extended to

the difference in expansion between the shaft throughout its whole

length and that of the framework to which the hangers, or bearings, are

bolted.

[Illustration: Fig. 2593.]

The collars may be shrunk on to the shaft so as to avoid the necessity

of set-screws, or if set-screws are used they should be as short as is

practicable so as to avoid the liability to catch against the lacings,

&c., of belts, which, on slipping off the pulley may come into contact

with the set-screw head. The Lane and Bodley Co., of Cincinnati, employ

a collar (for loose pulleys, &c.) in which the radius of the collar for

a width equal to the diameter of the set-screw head, is equal to that of

the set-screw head thus projecting from the centre of the collar

circumference, a slot in the ring affording access to the set-screw

head, as shown in Fig. 2593. By this means the head of the set-screw is

protected from contact with a belt, in case the latter should be off the

pulley and resting upon the shaft.

As a rule it is preferable that the collars, to prevent end motion to

the shaft, be placed at the bearing nearest to the engine or motor; and

this is especially desirable where bevel-wheels are employed to drive

the shaft, because in that case the pitch lines of the wheels are kept

to coincide as nearly as practicable, and the teeth are prevented from

getting too far into or out of gear.

DIAMETERS OF LINE SHAFTING.--The necessary diameters of the various

length of the shafts composing a line of shafting, should be

proportioned to the quantity of power delivered by each respective

length, and in this connection the position of the various pulleys upon

the length and the amount of power given off by the pulley is an

important consideration. Suppose, for example, that a piece of shafting

delivers a certain amount of power, then it is obvious that the shaft

will deflect or bend less if the pulley transmitting that power be

placed close to a hanger or bearing than if it be placed midway between

the two hangers or bearings.

The strength of a shaft to resist torsion is the cube of its diameter in

inches, multiplied by the strength of the material of which the shaft is

composed, per square inch of cross-sectional area, giving the strength

in statical foot-pounds. The application of this rule is to find the

necessary strength of the shaft to convey power irrespective of the

distance from its centre at which it delivers such power.

But since the point at which the power to produce torsion is applied is

at the rim of the pulley, the amount of torsion produced upon a shaft by

a given stress must be obtained by multiplying the given amount of

stress by the radius of the pulley in inches and parts of an inch.

Example: the static stress upon a pulley, 24 inches diameter, is 100

lbs., what static torsion does it exert upon the shaft?

Here, stress 100 × 12 (radius of the pulley) = 1200 = static torsional

stress.

In the following rules for finding the necessary diameters and strengths

of shafts, the margin of extra diameter for strength necessary for

safety is included, so that the given sizes are working diameters.

To find the necessary diameter of shaft from a given torsional

stress.--Rule, divide the torsional stress expressed in statical foot

lbs., by 57.2 for steel, by 27.7 for wrought iron, or by 18.5 for cast

iron, and the cube root of the quotient is the required working diameter

of shaft expressed in inches.

To find the maximum amount of horse-power capable, within good working

limits, of being transmitted by a _shaft_ of a given diameter.--Rule,

multiply the cube of the diameter of the shaft, in inches, by its

revolutions per minute and divide by 92 for steel, by 190 for

wrought-iron, or by 285 for cast-iron shafts, and the quotient is the

amount of horse-power.

Since, in this rule, the horse-power is a given quantity, the diameter

of the pulley is of no consequence, since with a given stress it must

have been taken into account in obtaining the horse-power.

To find the revolutions per minute a shaft will require to make to

transmit a given amount of horse-power.--Rule, multiply the given amount

of horse-power by 92 for steel, by 190 for wrought-iron, or by 285 for

cast-iron shafts, and divide the product by the cube of the diameter of

the shaft expressed in inches, and the quotient is the required

revolutions per minute for the shaft.

The rule adopted by William Sellers and Co. to determine the size of

shafts to transmit a given horse-power is:--Rule, divide the cube root

of the horse-power by the revolutions per minute and multiply the

quotient by 125, the product is the diameter of shaft required.

This gives a shaft strong enough to resist flexure, if the bearings are

not too far apart. The distance apart that the bearings should be placed

is an important consideration. Modern millwrights differ slightly in

opinion in this respect: some construct their mills with beams 9 feet 6

inches apart, and put one hanger under each of the beams; others say 8

feet apart gives a better result. We are clearly of opinion that with 8

feet distance, and shafting lighter in proportion, the best result is

obtained.

The following table (from "Machine Tools," by Wm. Sellers and Co.) gives

the strength of round wrought iron as given by Clark:--

TABLE SHOWING STRENGTH OF ROUND WROUGHT-IRON SHAFTING.

+--------+---------------------------------------------------------+

| | TORSIONAL ACTION. |

| +----------+------------+-----------+----------+----------+

| Dia- | Ultimate | Working | Work for | Horse | Speed in |

| meter | resist- | stress. | one turn | Power at | turns |

| of | ance. | | per | the rate | per |

| shaft. | | | minute. | of one | minute |

| | | | | turn per | for |

| | | | | minute. | one- |

| | | | | | horse |

| | | | | | power. |

+--------+----------+------------+-----------+----------+----------+

| =1= | =2= | =3= | =4= | =5= | =6= |

+--------+----------+------------+-----------+----------+----------+

| Inches.| Stat'l. | Stat'l ft. | Ft. lbs. | H. P. | Turns. |

| |ft. tons. | lbs. | | | |

| 1 | .42 | 27.7 | 174 | .00526 | 190 |

| 1-1/4 | .82 | 54.1 | 340 | .01028 | 97.3 |

| 1-1/2 | 1.42 | 93.5 | 587 | .01779 | 56.2 |

| 1-5/8 | 1.80 | 118.9 | 746 | .02259 | 44.3 |

| 1-3/4 | 2.25 | 148.4 | 932 | .02820 | 35.4 |

| 1-7/8 | 2.77 | 182.6 | 1,147 | .03469 | 28.8 |

| 2 | 3.36 | 221.6 | 1,391 | .04211 | 23.7 |

| 2-1/8 | 4.00 | 265.8 | 1,669 | .05062 | 19.8 |

| 2-1/4 | 4.80 | 315.5 | 1,981 | .05995 | 16.7 |

| 2-3/8 | 5.62 | 371.1 | 2,330 | .07051 | 14.2 |

| 2-1/2 | 6.56 | 432.8 | 2,718 | .08224 | 12.2 |

| 2-3/4 | 8.73 | 576.1 | 3,618 | .1094 | 9.14 |

| 3 | 11.3 | 747.9 | 4,697 | .1421 | 7.04 |

| 3-1/4 | 14.4 | 951.0 | 5,972 | .1807 | 5.54 |

| 3-1/2 | 18.0 | 1,188 | 7,458 | .2257 | 4.43 |

| 3-3/4 | 22.1 | 1,461 | 9,173 | .2775 | 3.60 |

| 4 | 26.9 | 1,773 | 11,136 | .3368 | 2.97 |

| 4-1/4 | 32.2 | 2,127 | 13,345 | .4040 | 2.48 |

| 4-1/2 | 38.2 | 2,524 | 15,851 | .4796 | 2.09 |

| 4-3/4 | 45.0 | 2,969 | 18,635 | .5642 | 1.77 |

| 5 | 52.5 | 3,463 | 21,750 | .6579 | 1.52 |

| 5-1/4 | 60.7 | 4,008 | 25,177 | .7616 | 1.31 |

| 5-1/2 | 69.8 | 4,609 | 28,936 | .8758 | 1.14 |

| 5-3/4 | 79.8 | 5,266 | 33,077 | 1.000 | 1.00 |

| 6 | 90.6 | 5,983 | 37,584 | 1.137 | .880 |

| 6-1/2 | 117 | 7,606 | 47,780 | 1.445 | .692 |

| 7 | 144 | 9,501 | 59,682 | 1.805 | .554 |

| 7-1/2 | 177 | 11,680 | 73,254 | 2.220 | .450 |

| 8 | 215 | 14,180 | 89,088 | 2.694 | .371 |

| 8-1/2 | 258 | 17,010 | 106,836 | 3.232 | .309 |

| 9 | 306 | 20,190 | 126,846 | 3.837 | .261 |

| 9-1/2 | 360 | 23,750 | 149,118 | 4.512 | .222 |

| 10 | 420 | 27,700 | 174,000 | 5.260 | .190 |

| 11 | 559 | 36,870 | 231,594 | 7.005 | .143 |

| 12 | 725 | 47,860 | 300,672 | 9.095 | .110 |

| 13 | 922 | 60,860 | 382,278 | 11.83 | .0865 |

| 14 | 1,152 | 76,010 | 477,456 | 14.44 | .0693 |

| 15 | 1,417 | 93,490 | 587,250 | 17.76 | .0563 |

| 16 | 1,720 | 113,500 | 712,704 | 21.56 | .0464 |

| 17 | 2,062 | 136,100 | 854,862 | 25.86 | .0387 |

| 18 | 2,447 | 161,500 | 1,014,768 | 30.69 | .0326 |

| 19 | 2,880 | 190,000 | 1,193,466 | 36.10 | .0277 |

| 20 | 3,360 | 221,600 | 1,392,000 | 42.11 | .0237 |

| |

| NOTE.--To find the corresponding values for shafts of cast iron |

| or steel, multiply the tabular values by the following |

| multipliers: |

| |

| Cast | | | | | |

| iron | 2/5 | 2/3 | 2/3 | 2/3 | 1.5 |

| Steel | 1.2 | 2.06 | 2.06 | 2.06 | .48 |

+--------+----------+------------+-----------+----------+----------+

+--------+---------------------------+

| | TRANSVERSE ACTION. |

| +-----------------+---------+

| | Under | Under |

| | the gross | the net |

| | distributed |weight of|

| Dia- | weight. | shaft. |

| meter |-----------------+---------+

| of |Distance| Gross |Distance |

| shaft. |of bear-| weight |of bear- |

| |ings for| for |ings for |

| | the | the | the |

| |limiting| span. |limiting |

| |deflec- | |deflec- |

| | tion. | | tion. |

+--------+--------+--------+---------+

| =1= | =7= | =8= | =9= |

+--------+--------+--------+---------+

| Inches.| Feet. | Lbs. | Feet. |

| | | | |

| 1 | 6.6 | 30 | 7.9 |

| 1-1/4 | 7.7 | 55 | 9.2 |

| 1-1/2 | 8.6 | 89 | 10.3 |

| 1-5/8 | 9.2 | 112 | 11.0 |

| 1-3/4 | 9.6 | 134 | 11.5 |

| 1-7/8 | 10.1 | 163 | 12.1 |

| 2 | 10.5 | 193 | 12.7 |

| 2-1/8 | 11.0 | 227 | 13.2 |

| 2-1/4 | 11.4 | 264 | 13.7 |

| 2-3/8 | 11.8 | 305 | 14.2 |

| 2-1/2 | 12.5 | 359 | 15.0 |

| 2-3/4 | 13.0 | 450 | 15.6 |

| 3 | 13.7 | 566 | 16.5 |

| 3-1/4 | 14.5 | 701 | 17.4 |

| 3-1/2 | 15.2 | 854 | 18.3 |

| 3-3/4 | 16.0 | 1,029 | 19.2 |

| 4 | 16.7 | 1,225 | 20.1 |

| 4-1/4 | 17.4 | 1,439 | 20.9 |

| 4-1/2 | 18.1 | 1,679 | 21.7 |

| 4-3/4 | 18.8 | 1,943 | 22.6 |

| 5 | 19.4 | 2,220 | 23.3 |

| 5-1/4 | 20.0 | 2,525 | 24.0 |

| 5-1/2 | 20.6 | 2,854 | 24.7 |

| 5-3/4 | 21.2 | 3,210 | 25.4 |

| 6 | 21.6 | 3,600 | 26.2 |

| 6-1/2 | 22.9 | 4,421 | 27.5 |

| 7 | 24.2 | 5,426 | 29.0 |

| 7-1/2 | 25.3 | 6,518 | 30.4 |

| 8 | 26.5 | 7,774 | 31.8 |

| 8-1/2 | 27.6 | 9,133 | 33.1 |

| 9 | 28.7 | 10,650 | 34.4 |

| 9-1/2 | 29.8 | 12,320 | 35.7 |

| 10 | 30.8 | 14,100 | 36.9 |

| 11 | 32.8 | 18,180 | 39.4 |

| 12 | 34.7 | 22,880 | 41.7 |

| 13 | 36.6 | 28,330 | 44.0 |

| 14 | 38.5 | 34,560 | 46.2 |

| 15 | 40.3 | 41,530 | 48.4 |

| 16 | 42.1 | 49,330 | 50.5 |

| 17 | 43.3 | 57,970 | 52.6 |

| 18 | 45.5 | 67,490 | 54.6 |

| 19 | 47.2 | 78,040 | 56.6 |

| 20 | 48.8 | 80,660 | 58.5 |

| |

| NOTE.--To find the corresponding |

| values for shafts of cast iron or |

| steel, multiply the tabular values |

| by the following multipliers: |

| |

| Cast | | | |

| iron | .86 | .81 | .86 |

| Steel | 1.05 | 1.07 | 1.05 |

+--------+--------+--------+---------+

"It is advantageous that the diameter of line shaft be kept as small as

is possible with due regard to the duty, so as to avoid extra weight in

the shafting hangers, pulley hubs and couplings, whose weights

necessarily increase with the diameter of the shafting.

"SPEEDS FOR SHAFTING.--The speed at which shafting should run is

determined within certain limits by the kind of machinery it is employed

to drive. Shafting to drive wood-working machines may, for example, be

made to rotate much faster than that employed to run metal-cutting

machines, because the motions in the wood-working machines themselves

are faster than those in metal-cutting machines. In a general sense, the

rotation of shafting is greater in proportion as the movements of the

machines driven require to run faster.

"This occurs because in proportion as the driving pulleys of the

machines require to rotate faster than the line shaft, the diameters of

the pulleys on the line shaft must be larger than the diameters of those

on the machines; hence a great variation in speed would demand a

corresponding increase of diameter of pulley on the line shaft, and the

extra weight of this pulley would be so much added to the weight causing

friction, as well as so much added to the cost. If small pulleys were

used and countershafts employed to multiply the speed the cost would be

increased, extra room would be taken up; indeed, this is so obvious as

to require no discussion, further than to remark that the faster the

shafting rotates the smaller may be its diameter to transmit a given

horse-power. From deflection and weakness to resist transverse strains

and other obvious causes it is not found in practice desirable to employ

line shafts of less than about 1-1/4 inches in diameter, and the

diameters of shafting employed are usually arrived at from a calculated

speed of about 120 revolutions per minute for metal-cutting machines

such as used in machine shops, 250 revolutions per minute for

wood-working machines, and from 300 to 400 revolutions per minute for

cotton and woollen mills, and the countershafts for the machines usually

have pulleys of the requisite diameters to convert this speed of

rotation into that required to run each respective machine. Tubular or

hollow shafting has been made to run at 600 revolutions per minute, but

this kind of shafting has been of very limited application because of

its expensiveness.

"It is obvious that since the speed of a line shaft is used as a

multiplier in the calculation of the horse-powers of shafts, a given

diameter of shaft will transmit more power in proportion as its speed is

increased. Thus a shaft capable of transmitting 20 horse-power when

making 120 revolutions per minute will transmit 40 horse-power if making

240 revolutions per minute.

"There are now running in some factories lines of shafting 1,000 feet

long each. The power is generally applied to the shaft in the centre of

the mill and the line extended each way from this. The head shaft being,

say, 5 inches in diameter, the shafts extending each way are made

smaller in proportion to the rate of distribution, so that from 5 inches

they often taper down to 1-3/4.

"When very long lines of shafting are constructed of small or

comparatively small diameter, such lines are liable to some

irregularities in speed, owing to the torsion or twisting of the shaft

as power is taken from it in more or less irregular manner. Shafts

driving looms may at one time be under the strain of driving all the

looms belted from them, but as some looms are stopped the strain on the

shaft becomes relaxed, and the torsional strain drives some part of the

line ahead, and again retards it when the looms are started up. This

irregularity is in some cases a matter of serious consideration, as in

the instance of driving weaving machinery. The looms are provided with

delicate stop motion, whereby the breaking of a thread knocks off the

belt shifter and stops the loom. An irregular driving motion is apt to

cause the looms to knock off, as it is called, and hence the stopping of

one or more may cause others near to them to stop also. This may in a

measure be arrested by providing fly-wheels at intervals on the line

shaft, so heavy in their rim as to act as a constant retardant and

storer of power, which power is given back upon any reaction on the

shaft, and thus the strain is equalized. We mention this, as at the

present time it is occupying the thoughts of prominent millwrights, and

the relative advantage and disadvantage of light and heavy fly-wheels

are being discussed, and is influencing the proportions of shafting in

mill construction.[36]"

[36] From "Machine Tools," by William Sellers and Co.

Countershafts are separate sections of shafting (usually a short

section) employed to increase or diminish belt speed, to alter the

direction of belt motion, to carry a loose as well as a fast pulley (so

that by moving the belt on to the loose pulley it may cease to

communicate motion to the machine driven), and for all these purposes

combined.

[Illustration: Fig. 2594.]

[Illustration: Fig. 2595.]

An excellent form of countershaft hanger is shown in Fig. 2594, the

guide for the slide being adjustable along the arm, and fixed in its

adjusted position by means of the set-screws. The bearing is

self-adjusting horizontally for alignment. The countershaft is shown in

Fig. 2595, _a_ _b_ being the bearings, _c_ the cone pulley, _d_ the fast

and _e_ the loose pulley, which is placed next to the bearing, so that

it may be oiled without having to reach past the belt and fast pulley.

By reducing the journal for the loose pulley no collar is needed, the

shaft shoulder and the face of the bearing serving instead.

[Illustration: Fig. 2596.]

When the direction of rotation of the cone pulley on the countershaft

requires to be occasionally reversed, there are two belts, an open one

and a crossed one, from the line shaft to the countershaft, and there

are three pulleys on the countershaft, their arrangement being as shown

in Fig. 2596. L L´ are two loose pulleys, one receiving the open and the

other the crossed belt, both these pulleys being a little more than

twice the width of the belt; F is a fast pulley. By operating the belt

skipper or shifter in the requisite direction either the open or the

crossed belt is brought upon the fast pulley, the other belt merely

moving across the width of its loose pulley, which must be twice that of

the fast one. In the position of the belt shifter shown in the cut, both

belts would be upon the loose pulleys L L´, hence the countershaft would

remain at rest. If the direction of rotation of one pulley is required

to be quicker than the other, two fast pulleys, each slightly more than

twice the width of the belt, may be placed upon the line shaft, one of

them being of enlarged diameter, to give the requisite increased

velocity.

[Illustration: Fig. 2597.]

In Fig. 2597 Pratt's patent friction clutch is shown applied to a

countershaft requiring to rotate in both directions, but quicker in one

direction than in the other; hence, one of the pulleys is of smaller

diameter than the other. The pulleys are free to rotate upon the

countershaft unless engaged by the clutch, which is constructed as

follows:--

The inside surface of the pulley rim is bored and the end surface of the

shoes is turned to correspond. The shoes are in the form of a bell

crank, upon the exposed end of which is provided a small lug, clearly

shown in the cut. To prevent end motion of the pulley a collar is placed

on one side of it and secured to the countershaft, while, on the other,

the sleeve to which the shoes are pivoted is also secured to the

countershaft; upon the shaft between the two pulleys there is a sleeve,

having at each end a conical hub. When this sleeve is moved to the

right, its right-hand coned hub passes between the lugs on the exposed

ends of the shoes, forcing these lugs apart and causing the shoes to

grip the bore of the large pulley, which thereupon rotates the shaft

through the medium of the sleeve upon which the shoes are pivoted.

Similarly, if the engaging (and disengaging) sleeve be moved to the left

it will pass between the lugs of the shoes on the left-hand pulley,

which will, therefore, be caused to drive the shaft. In the position

shown in the cut the engaging sleeve is clear of the ends of all the

shoes, hence the pulleys would be caused to rotate (by their belts), but

the shafts, &c., would remain stationary.

In yet another form the inner face of the pulley rim is coned, and in

place of shoes a disk, whose circumference is coned to fit the pulley

rim, is fast upon the shaft. The shaft is provided with a fixed collar,

and from this collar, as a fulcrum, the pulley and disk are (by means of

short levers attached to a sleeve upon the countershaft) brought into

contact, the thrust on the other side of the pulley being sustained by a

conical surface on the sleeve, fitting to a similar cone on the hub of

the pulley. Thus the pulley is gripped between two coned surfaces, one

on each side, and is released by moving the sleeve laterally so as to

relieve the grip, which it does noiselessly.

By this means motion to the shaft is communicated from the pulley

without the sudden shock incidental to the impact of two fixed pieces,

because the grip of the cones is gradual, and a certain amount of slip

may occur until such time as the grip of the surfaces is sufficient to

drive by friction.

[Illustration: Fig. 2598.]

Fig. 2598[37] represents a cone friction clutch pulley. The outer half

is a working fit upon the shaft, but is secured against end motion by

the collar D. The sliding half is coned and covered with leather as

shown at C C, the outer half being coned to correspond. The sliding half

is driven by a feather fast in its bore, and sliding in a feather-way or

spline in the shaft.

[37] From _The American Machinist_.

The driving power of the device is obtained by means of the friction of

the coned surfaces. The less the angle _x_ of the cones the more power

transmitted with a given pressure of the internal to the external cone.

On the other hand, however, this angle may be so little that the

external cone will not release the internal one when the end pressure on

the latter is removed.

The object is, therefore, to so proportion the angle _x_ of the cones

that their friction will be a maximum, while the internal cone may be

moved endwise and unlocked from the external without undue effort or

strain at the moving clutch bar E. If the angle be 30 degrees, the

clutch will release itself when the lateral pressure is removed. If the

angle be 25 degrees the internal cone will require a slight lateral

pressure to release it. If the angle be 20 degrees, the internal cone

cannot be released by end pressure applied by hand.

The transmitting capacity of the clutch depends upon the pressure

applied to maintain the cones in contact, and therefore upon the

leverage of the clutch bar, whose fork end is shown in section at E.

It is desirable that the end pressure be as small as possible, because

of the friction between E and the hub of the sliding half of the pulley.

The hangers which carry the bearing boxes supporting shafting may be

divided into four principal classes:--Those in which the bearing boxes

are permitted to swivel, and to a certain extent to adjust themselves,

to the axial line of the shafting, and having means to adjust the

vertical height of the bolts.

Those in which the bearings are incapable of such adjustments.

Those in which the bearing boxes are supported on each side; and those

in which the bearing is supported on one side only, so that the shafting

may be taken down without disturbing the couplings.

The first named are desirable in that they eliminate to a certain extent

the strains due to the extra journal bearing friction which occurs when

the shafting is sprung out of its true alignment, and obviate to a great

extent the labor involved in fitting the bore of the bearing boxes to

the journals of the shafting, so as to hold the same with its axis in a

straight line, while they permit of vertical movement to attain vertical

alignment.

[Illustration: Fig. 2599.]

Fig. 2599 represents Wm. Sellers & Co.'s ball-and-socket hanger which

has come into extensive use throughout the United States: _a_ represents

the frame of the hanger threaded to receive the cylindrical threaded

plungers _d_ _e_, which therefore by rotation advance or recede

respectively from the centre of the bearing boxes _b_ _c_.

The ends of these plungers are concave, and the top and bottom halves of

the bearing boxes are provided with a spheroidal section fitting into

the concaves of the plungers, so that when the plungers are adjusted to

fit (a working fit) against the boxes, the latter are held in a

ball-and-socket or universal joint, which permits motion in any

direction, the centre of such motion being central to the spherical

concaves on the ends of plungers _e_ _d_.

To adjust the vertical height of the bearings or boxes, it is simply

necessary to rotate the plungers _d_ _e_, in the threaded holes in the

frame. F is simply a dish to catch the lubricating oil after it has

passed through the bearing.

It is obvious that if a shaft be aligned axially true, and held in a box

of this design, the centre of a length of shaft on either side of the

box may be sprung or deflected out of alignment, and that the box will

adjust itself so that its bore will be parallel with the axis of the

shaft thus deflected, hence the friction between the shaft journal and

the bearing box will be at all times a minimum.

This feature of self-adjustment permits of the employment of longer

bearings, which reduces the wear, as well as the friction, and by

providing sufficient bearing and wearing area, enables the bearings to

be composed of cast iron, which is the cheapest as well as the very best

material of which a bearing can be made, provided that its area of bore

is sufficiently large in proportion to the duty, or load, to have a

pressure of not more than about 60 lbs. per square inch of area.

Again, if the alignment of the shaft should require readjustment from

the warping or sinking of beams, as is a very common occurrence where

hangers are fixed to the joists of ceilings, the adjustment is readily

and easily effected by means of the plungers, nor need the boxes be

fitted to the shaft more than to see that when free from the hangers

they bed firmly down until the crowns of their bore have contact with

the shaft. The hangers themselves require no refinement of alignment,

because that may be secured by means of the plungers, and the boxes

require no fitting to the shafts after the hangers are erected.

In hangers in which the self-adjusting ball-and-socket feature is

omitted, the bottom hangers must not only be accurately aligned, but the

boxes must, to avoid friction and undue wear, all be fitted to the

shaft, and the latter must, during such fitting, be tried in the boxes;

the operation, if properly performed, costing far more in labor than is

equivalent to the difference in the first cost of the ball-and-socket

adjustable hangers and those solid or not self-adjustable, especially if

the boxes be long ones, as about, or not less than, three times the

diameter of the shaft, as they should be.

[Illustration: Fig. 2600.]

An external side elevation of this hanger is shown in Fig. 2600, it

being obvious that the hanger is designed for bolting to timbers, or

framing overhead.

[Illustration: Fig. 2601.]

Fig. 2601 represents a hanger of this class. In this the lower part

carrying the bottom bearing is held to the upper by two bolts, as shown,

the object being to enable the same to be placed in position on a line

of shafting without disturbing the pulleys or the couplings. The lower

section with the bottom bearing is removed and again put on after the

hanger is set over the shaft.

[Illustration: Fig. 2602.]

Fig. 2602 represents an open-sided ball-and-socket hanger in which the

plungers can be retired, the bearings removed, and the hanger erected on

an existing line of shafting without removing the pulleys or couplings,

or disturbing the line of shafting.

[Illustration: Fig. 2603.]

When the face of the framing to which the hangers are to be bolted

stands vertical, the hangers are formed as in Fig. 2603, in which the

ball-and-socket or swivelling feature is maintained as before.

Fig. 2604 represents a wall hanger, which is open in front similar to

the hanger shown in Fig. 2602, and for the same purpose.

[Illustration: Fig. 2604.]

The section of shafting receiving power from the engine or prime mover

is usually supported in bearings or pillow blocks. Pillow blocks are

also used for vertical shafts, and in cases where the foundation or

framing is not liable to lose correct horizontal adjustment.

[Illustration: Fig. 2605.]

Fig. 2605 represents a pillow block, in which the ball-and-socket

principle shown in Fig. 2602 is embodied. The bearings have each a ball

section fitting into spherical recesses or cups provided in the body of

the block, and in the cap, so that the bearings are capable of

swivelling as already described with reference to the hanger Fig. 2599.

[Illustration: Fig. 2606.]

[Illustration: Fig. 2607.]

A sectional view of a pillow block having this adjustable feature is

shown in Fig. 2606. To provide increased seating bearing, and also means

of side adjustment to pillow blocks, they are sometimes bolted to base

plates as in Fig. 2607, room being left in the bolt holes to permit of

their being moved and adjusted upon the plate. The adjustment may be

made by means of wedges, as at A, B in Fig. 2607. These base plates are

usually employed when the pillow block is to be held against a wall.

[Illustration: Fig. 2608.]

An inverted pillow block of similar construction, but designed for the

head line (as the length receiving power from the engine or motor is

termed) of the shafting, is shown in Fig. 2608, but an improved form of

the same has plungers so as to effect a vertical adjustment of the

bearings.

[Illustration: Fig. 2609.]

When a pillow block requires to be enveloped by a wall it is provided

with a wall box as shown in Fig. 2609, and within this box is set the

pillow block as shown, space being sometimes left to adjust the pillow

block laterally within the box by means of a wedge as shown.

In cases where the shafting requires to stand off from a wall to allow

room for the pulleys, brackets or knees, such as shown in Fig. 2610, are

employed.

COUPLINGS FOR LINE OR DRIVING SHAFTS.--The couplings for connecting the

ends of line shafts should accomplish the following objects:--

1. To hold the two shaft ends axially true one with the other.

2. To have an equal grip along the entire length of shaft enveloped by

the coupling.

3. To have a fastening or locking device of such a nature that it will

not be liable to work loose from the torsional strains due to the

flexure of the shaft, which is caused by the belts springing or

straining the axial line of shafting out of the straight line.

[Illustration: Fig. 2610.]

4. To be capable of easy application and removal, so as to permit the

erection or disconnection of the lengths of shafting with as little

disarrangement of the hangers and bearings as possible, and to be light,

run true, and be balanced.

To these requirements, however, may be added that, since it is well-nigh

impracticable to obtain lengths of lathe-turned shafting of exactly

equal diameter, couplings for such shafting require to fill the

following further requirements:

5. The piece or pieces gripping the shaft ends must be capable of

concentric and parallel closure along the entire area, enveloping the

end of each shaft, and must do this at each end independently of the

other, and the piece or pieces exerting the closing or compressing

pressure must grip the closing piece or pieces, enveloping the shafting

over the entire area.

[Illustration: Fig. 2611.]

[Illustration: Fig. 2612.]

[Illustration: Fig. 2613.]

If, for example, a sleeve be split at four equidistant parts of its

circumference, and from each end nearly to the middle of its length, as

in Fig. 2611, any pressure that may be applied to its circumference to

cause it to grip the shaft it envelops will cause it to grip the shaft

with greater force at one part than at another, according to the

diameter of the shaft and the location of the external pressure. Thus,

if the pressure be applied equally along the length A B, the weaker end

B will close most readily, while at A the support afforded by the

unsplit section offers a resistance to closure at the ends A of the

split, hence the shaft, even though a working fit to the sleeve bore,

will be gripped with least force at the end A. If the shaft were simply

a close fit, as, say, just movable by hand on the sleeve bore, the form

of the coupling bore would, when compressed upon the shaft, be as shown

in Fig. 2612, the bend on the necks _a_, _b_, _c_, _d_, being magnified

for clearness of illustration. If the compressing piece covered the

compressed sleeve for a lesser distance, the grip would be more uniform,

because there would be a greater length of the sleeve to afford the

curves _a_, _b_, _c_, _d_, as shown in Fig. 2613. The grip may be more

equalised by boring the sleeve of slightly smaller diameter than the

shaft.

[Illustration: Fig. 2614.]

Fig. 2614 represents a sleeve carrying out this principle. It is

composed of two halves, as shown, bored slightly smaller than the shaft

diameter, and is to be compressed on the shaft, which, acting as a

wedge, would spring open the sides of the bore until the crown of the

bore bedded against the shaft. This, in the case of parallel shaft ends

of equal diameter, would hold them with great force axially true, and

with equal force and bearing, thus meeting all the requirements. If,

however, the end of one shaft were of larger diameter than the end of

the other (as has hitherto been supposed to be the case), the end

accomplished by boring the sleeve of smaller diameter than the shaft is,

that the end of the sleeve is afforded the extra elasticity due to the

transverse spring of the sleeve, which permits the edges of each half of

the sleeve to bear along a greater length of the shaft end than would

otherwise be the case; but the bearing is in this case mainly at and

near the edges of the split.

It will be perceived, then, that under this principle of construction,

when applied to shaft ends of varying diameters, the metal is left to

spring and conform itself to the shape of the parts to be connected, and

that there is nothing outside of the condition of relative diameter of

shaft to sleeve bore to determine what the direction of the spring or

closure of sleeve shall be; but, on the other hand, the principle

possesses excellence in that the sleeve being cylindrical and its

closure taking place equally at similar points of contact the shafts

will be held axially true, one with the other; or in other words, the

movements of the metal while sleeve closure is progressing are equally

radial to the axis of the sleeve, and there is no element tending to

throw the shaft axis out of line one with the other.

If a sleeve have a single split, the manner in which it will grip a

shaft smaller than the sleeve's bore depends upon the manner in which

the compression is effected.

In Fig. 2615, for example, is a ring supposed to be compressed by a

pressure applied at A and at B, causing the ring to assume the form

shown by the dotted lines. The centre of the ring bore would therefore

be moved from C to D. Now, suppose that the end of one section of

shafting were to fit the sleeve bore, then compressing the sleeve upon

it would not practically move the centre of the bore; but if the shaft

at the other end of the sleeve were smaller than the sleeve bore, the

compression of the sleeve to grip the shaft would move the centre of the

bore, and, therefore, of the shaft towards D, hence the axial lines of

the shafts would not be held true one with the other. To accomplish this

latter object, the compression must be equal all round the sleeve, or it

may be applied at the points E and F, Fig. 2616, although it is better

to have the compression area embrace all the circumferential area

possible of the sleeve, and to have the movement that effects the

compression simultaneous and equal at all points on the circumference of

the ring or sleeve, because if these movements are independent, more

movement or compression may be given at one point than at another, and

this alters the centre of the bore; thus, if more pressure were exerted

at E than at F, in figure, the centre of the bore would be thrown

towards F, or _vice versâ_. If the pressure be concentric, the single

split ring or sleeve grips the shaft all round its circumference; hence

it is only necessary in this case to maintain the circumference of the

sleeve in line to insure that the shaft ends be held axially true one

with the other; and if the pressure on the ring be applied equally from

end to end its closure will also be parallel and equal, and the shaft

will be held with equal force along that part of its length enveloped by

the coupling. It is obvious, however, that the piece or sleeve gripping

the end of one shaft must be independent of that gripping the other, so

as to avoid the evils shown in Fig. 2612, while at the same time the

casing or guide enveloping the two independent rings or sleeves must

guide and hold them axially true, one with the other.

[Illustration: Fig. 2615.]

[Illustration: Fig. 2616.]

[Illustration: Fig. 2617.]

In Fig. 2617 is shown an excellent form of _plate coupling_, in which

most of the requirements are obtained. A and B are the ends of the two

lengths of shafting to be connected, C and D are the two halves of the

coupling driven or forced on the ends of the shafting, and further

secured by keys. The end of one half fits into a recess provided on the

other half, so as to act as a guide to keep the shafts axially true one

with the other, and also to keep the two halves true one with the other,

while drilling the holes to receive the bolts E which bolt the coupling

together. The objections to this form are, that it is costly to make,

inasmuch as truth cannot be assured unless each half coupling is fitted

and keyed to the shaft, and turned on the radial or joint faces

afterwards. Furthermore, if the coupling were taken off in order to get

a solid pulley on the shaft, the coupling is apt to be out of true when

put together again, and, therefore, to spring the shaft out of true.

Also, that the bearing, support, or hanger must be open-sided to admit

the shaft, and that each coupling, being fitted and turned to its place,

would be apt to run out of true if removed and applied to another shaft,

whether the same be of equal diameter or not; but if each half coupling

be provided with a feather instead of the usual key, the coupling may be

readily removed and will remain true when put on again.

[Illustration: Fig. 2618.]

Fig. 2618 represents a plate coupling, in which one end of the shaft

passes into the bore of the half coupling on the other length of shaft,

which serves to keep the shafts in line one with the other.

[Illustration: Fig. 2619.]

Fig. 2619 represents a single cone coupling composed of an external

sleeve having a conical bore and a split internal sleeve bored to

receive the shaft, and turned on its outer diameter to the same cone as

the bore of the outer or encasing sleeve. The bolts pass through the

inner sleeve, the bolt head meeting the radial face of the inner sleeve

while the nut meets the radial face of the outer sleeve, so that

screwing up the nut forces the inner sleeve into the outer and closes

the bore of the former upon the shaft. This coupling is open to the

objection that it cannot grip the ends of the shafts equally unless both

shafts be of exactly equal diameter, and the bearing on the smaller

shaft will be mainly at the outer end only, as explained in Fig. 2611.

As a result, the transverse strains on the shaft will cause the

couplings to come loose in time.

[Illustration: Fig. 2620.]

Fig. 2620 represents a coupling composed of a cylindrical sleeve split

longitudinally on one side, as at _d_; the bolts _c_ pass through the

split. Diametrally opposite is another split passing partly through as

at _b_. A key is employed at right angles to the two splits as shown.

Here, again, the pressure on a shaft that is smaller than the other, of

the two shafts coupled, will be mainly at one end, but separation of the

shaft ends is provided against by means of two cylindrical pins on the

ends of the key fitting into corresponding holes drilled in the shaft,

as shown in the side elevation in the figure.

[Illustration: Fig. 2621.]

[Illustration: Fig. 2622.]

In Fig. 2621 is shown a coupling whose parts are shown in Fig. 2622. It

consists of a cylindrical ring turned true on the outside and bored

conical from each end to the middle of its length, as shown. The split

cones are bored to receive the shaft and contain a keyway to receive a

spline provided in the shaft ends, and are turned on the external

diameter to fit the conical borings in the sleeve. Three square bolts

pass through the split cones, which, being square, are prevented from

rotating while their nuts are being screwed up.

To put the coupling together one split cone is passed over the end of

one shaft and the other over that of the other. The sleeve is then put

between the ends of the shaft, the position of the shaft adjusted for

length and the split cones pushed up into the sleeve; the bolts are then

passed through and screwed up. The forcing of the split cones into the

conical borings of the sleeve causes the former (from being split) to

close upon the shaft ends and grip them equally tight, notwithstanding

any slight difference in the diameters of the shaft, there being left

between the ends of the split cones sufficient space to allow them to

pass through the conical borings sufficiently to close upon the

respective ends of the shafts; the pressure being parallel and equal on

each shaft end, because when the cone has gripped the largest shaft the

whole movement due to screwing up the nuts is transferred to the cone

enveloping the smaller shaft, and by reason of the cones fitting, the

closure of the holes in the cones is parallel, giving an even grip along

the shaft end and an equal amount of grip to each shaft end.

To remove the coupling the bolts are removed, and the sleeve being moved

endways the cones open from their spring and relieve the grip upon the

shaft.

It is evident that in their passage through the sleeve casing the cones

will move with their axial lines true with the axial line of the casing;

and it is equally evident that the taper on the cone accurately fitting

the taper in the sleeve bore, the closure of the cone bores must be

equal; while at the same time the pressure on the two cones upon the

respective shaft ends must be equal, because it is the friction of the

cone bores upon the shaft ends which equally resists the motion of both,

while the pressure applied to the respective cones is derived from the

same bolts, and hence is equal and simultaneous in its action.

To loosen this coupling for removal the bolts must be stacked back and a

few blows on the exterior of the outer shell with a billet of wood may

loosen the coupling; but if not, a wedge or a cold chisel may be driven

in the splits of the cones to loosen them, but such wedge or chisel

should not have contact with the sides of the split, either near the

bore or near the perimeter, for fear of raising a burr.

[Illustration: Fig. 2623.]

[Illustration: Fig. 2624.]

In Fig. 2623 is shown a patent internal clamp coupling. It is formed of

a cylindrical piece containing a pair of separate clamps, and between

these clamps and the outer casing are four screws, two to each clamp;

these screws are tapered so as to close the clamp when screwed up and

release it when screwed outwards. The holes to receive the shaft ends

are bored somewhat smaller than the shafts they are to fit, and the

clamps opened to permit the easy insertion of the shaft ends by means of

wedges A driven in the split B of each clamp, as shown in Fig. 2624.

The lower edge of the wedges should be slightly above the bore of the

clamp to prevent the formation of a burr or projection of metal when the

wedge is driven in. When placed upon the shaft ends and in proper

position the wedges are removed and the clamp bore will have contact at

and near the edges of the longitudinal split and on the opposite sides

of the bore where the keyway is shown, but the pressure of the tape

screws will spring the clamps on the side of the longitudinal splits,

and increase the bearing area at those points.

The main features of this device are that though the bore be made a

driving fit to the shaft, it can, by the employment of the wedges, be

put on the shaft with the same ease as if it were an easy fit, while the

clamps being separated by a transverse groove may open and close upon

the shaft independently of each other, so as to conform separately to

any variation in the diameters of the two shaft ends it couples. But it

may be noted that since the circumference of each shaft end has a

bearing along the line of the coupling bore diametrally opposite to the

longitudinal splits, the shafts will not be held quite axially true one

with the other unless there be as much difference in the diameters of

the separate clamp bores as there is in the diameters of the shaft ends;

because to hold two shafts of different diameters axially true one with

the other the longitudinal planes of the two circumferences must not at

any part of the circumferences form a straight line, as would be the

case at that part of the coupling bore at and near the keyway.

It is to be noted, however, that this coupling is formed of one solid

piece, and that the strain on the tightening bolts or screws is one of

compression only, which tends to hold them firmly and prevent their

coming loose.

Modern Machine-Shop Practice, Volumes I and II · 第 37 / 49 章