The BillaVista 60
Bomb Proof Dana 60Part 1b- The Tech Behind the Talk
Axle Shaft Technology
By BillaVista
The BillaVista-60 Super Dana 60 Front Axle Project
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Outline
Section 1
Section 2
Section 3
Section 4
Section 5
Preface
Deceptively simple in appearance, modern axle shaft technology is actually quite technical and complicated. I certainly do not posess all the answers; niether, on the other hand, does any other single person as far as I can tell. In this part of the BillaVista-60 article I will share with you everything I have learned about alloy axles, shaft technology, and splines. Hopefully this will help to explain and illuminate why I decided to build my axle using Superior Alloy Axle shafts, and allow you to make your own product evaluations and purchasing decisions from an educated, or at least informed, point of view.
That said - there are no inarguable absoloute truths in the world of axle shaft technology. Major manufacturers and many talented professional engineers often have serious disagreements on the topic. One of the reasons for this, especially in our case (dealing with 4x4 front axles) is that, as a sport, rockcrawling is still really in it's infancy - meaning there hasn't yet been time for the generations of investment in product R&D that there has in more established motorsports - none of which use front 4x4 axle shafts! Also, as the rockcrawling market is young and growing rapidly, competition is fearce leaving companies and engineers even more tight lipped than their drag racing colleagues.
My purpose is to try and establish just what makes a great axle shaft, and what qualifies a product as "the best". In order to do so, we must have some background knowledge of axle shafts and their design. But where are we to gain this knowledge? One could of course ask the manufacturers themselves, but we can be reasonably certain they would assure us that theirs are the best! So, in addition to asking the manufacturers it seems to me there are 3 main sources of information to which we can turn:
Regarding the first source, consider that the technology involved in front axle shaft design is different than for rear axles; not nearly as much is known or proven in front axle technology as in rear, and those that do know, aren't saying much. Keep in mind that when discussing (or arguing
front axle technology, it is not possible to simply refer to what is done with drag racing or other rear axles, as the technology can be quite different - though there are similarities and basic principles we can learn from.
Regarding the second source, the OEMs (even if it is only the source from which we extrapolate) are also of limited use to us in navigating the waters of front axle tech because of one simple law, and that law is: "All design is a compromise" This fact, coupled with the requirement for OEM's to generate profit for shareholders as their single goal of overwhelming primacy means they design not the "best" or "strongest' products they can, but thoase that are "adequate for the job, in the shortest time possible, at the cheapest cost" Those are the practical limitations of real-life engineering - they don't have the luxury of designing "ultimate" products. To be sure, they know a great deal about axles, and we can learn from them - but we must temper what we learn with the knowledge that their goals are very different from ours.
Which leaves us with the final source - basic engineering principles. Of course, because I am not a professional engineer - I am limited in my ability to apply engineering principles - though I think I can do it well enough to at least be an informed consumer. I will share with you what I know of these principles and how I used them to determine who had the best shafts for the BillaVista-60 - but keep in mind that I am not a pro - just an average Joe.
In the end, the data I have gathered over the last 3-4 years comes from many and varied sources - from:
After all that, the only thing I know for sure is that I don't know everything - not by a long, shot. But I have learned quite a lot, certainly enough to be a well informed consumer.
Introduction
In my front axle I want the strongest axle shaft available.By strongest I mean able to handle the largest torsional load - which is the technical way of saying I want my axle shafts to be able to handle big tires, reasonable horsepower, and hard use in the rocks - steep climbs, axle bouncing, alternately slipping and grabbing, tires wedges amongst rocks - the works, serious abuse!
For all things load bearing, strength comes in 3 kinds:
Strength of Material (including treatment and process);
Strength of Size (bigger is stronger - no surprise there); and
Strength of Shape (profile of the shaft)
More specifically for axle shafts, there are three components that go together to make a great front axle shaft. They are:
We will look at all 3 in turn.
Section 1 - Material and Treatment
Recall some basic facts from Part 1a of the BV-60 series:
All of these factors are important in the manufacture, or in our case selection, of an axle shaft. Depending on the desired properties of the shaft, different material and methods will be used to make them.
Plain carbon steel shafts, like those used by the OEMs and many aftermarket suppliers cannot be through hardened. Examples of non-through hardenable steels used to make axle shafts include SAE 1055, 1541, etc. Similarly, true alloy steels used to make axle shafts (e.g. 4340, 300m, etc.) must be through hardened to reap the benefits of the alloy's strength. As a result, all 4x4 front axle shafts fall into one of 2 broad categories in terms of their material and treatment. They are either:
Heat Treatment
So what are the different hardening methods?
Induction hardening is done by placing the metal part inside or close to an "applicator" coil of one or more turns, through which alternating current is passed. The coil, formed to suit the general class of work to be heated, is usually made of copper tubing through which water is passed to prevent overheating of the coil itself. In most cases, the work piece is held either in a fixed position or is rotated slowly within or close to the applicator coil. Where the length of work is too gret to permit heating in a fixed position, progressive heating may be employed. Thus, a rod or tube of steel (e.g. an axle shaft) may be fed through an applicator coil of one or more turns so that the heating zone travels progressively along the entire length of the work piece.[1] In the case of axle shafts, the shaft is passed through the coil, and the coil has to be of a small enough diameter so that it is close enough to the shaft to do the heating. Unfortunately the small diameter of the coil prevents the passage of the yoke (or flange in a rear axle), which means induction hardened front axle shafts do not have hardened yokes. This is, of course, a MAJOR weak point, as it is very often the thin, soft yokes that are the weakest part of a front shaft and therefore the first part to fail.
Induction hardening will be done to a certain hardness level, and do a certain depth from the surface, called the "case depth". Typically induction hardening penetrates to about 0.150-inch and the axle core remains relativley soft. Typically, the shaft surface hardness is a very hard 55-58 Rockwell (almost brittle). There are some benefits to induction hardening, even over through hardening. The exact physical and chemical metalurgy is beyond the scope of this article, but basically the induction hardeneing process leaves the shaft so hard at the surface, thet there is a residual compressive stress at the surface (using our lego-block analogy from Part 1a, imagine the surface lego blocks being pressed down on, making them harder to bend apart). This residual compressive stress actually improves fatigue resistance and prolongs fatige life. Why? Because most fatigue cracks initiate at imperfections at the surface of the shaft (scuffs, knicks, burrs, rust, corrosion, grinding marks, etc) and grow from there. The residual compressive stress makes crack tip advance under cyclic loading more difficult.
Note also that other surface treatments help to prevent crack propogation, from finish grinding and polishing to paint or other coating application.
Through hardening, though in reality very technical, is much easier to describe. Essentially the entire part is placed in a large (but very special) oven-like machine and then heated up, and held at a certain temperature. The part is then the cooled at very specific and carefully controlled rate. The result is, the entire part is hardened, including the yokes, AND the part is hardened THROUGH it's entire thickness, hence the name - through hardening. Through hardening produces a part with a much more even and uniform crystal lattice structure (grain), and therefore with much improved mechanical properties - notably yield and ultimate strengths. Take for example, 4340 Chrom-moly steel, In its normalized state (having a hardeness of Rockwell C 22) is has an approximate Ultimate Tensile Strength (UTS) of 112, 000 psi. However, through hardened to a hardness of Rockwell C 42 it has a UTS of approxinmatly 181,000 psi!
Picture graphically illustrating difference between through hardening and induction hardening.
Pic from Strange Engineering ad.
Clearly, through hardening an axle shaft makes it vastly stronger and therefore through hardening is a must for any shaft to be considered for the title of "ultimte."
Of course, the ideal treatment would be a combination of through hardening and induction hardening, to take advantage of the best of both worlds. There is one manufacturer who does this, and ONLY one in the 4x4 axle shaft aftermarket that does. The answer should come as no surprise - Superior Axle and Gear!
Material
But what about the difference in just the material itself? Compare 2 typical steels used to build axle shafts, one representative of each group:
UTS in psi
Bomb Proof Dana 60Part 1b- The Tech Behind the Talk
Axle Shaft Technology
By BillaVista
The BillaVista-60 Super Dana 60 Front Axle Project
Go to -->
- Part 1a - The Tech Behind the Talk - Steel and Material Strength
- Part 1b - The Tech Behind the Talk - Axle Shaft Technology
- Part 2 - Superior Shafts and CTM Joints
- Part 3 - Polyperformance Drive Flanges
- Part 4 - Crane High Clearance Knuckles, Steering Arms, and Diff Cover
- Part 5 - Selectable Locker
- Part 6 - Testing and Summary
Outline
Section 1
- Material and heat treating
Section 2
- Size and shape (profile)
- Neckdown, equal loading unequal lengths
Section 3
- Spline technology
- Profile, pitch, and pressure angle
- Size and strength tables
- Methods of forming
Section 4
- How axles break
- Failure analysis (coming soon)
Section 5
- Formulae and calculations
Preface
Deceptively simple in appearance, modern axle shaft technology is actually quite technical and complicated. I certainly do not posess all the answers; niether, on the other hand, does any other single person as far as I can tell. In this part of the BillaVista-60 article I will share with you everything I have learned about alloy axles, shaft technology, and splines. Hopefully this will help to explain and illuminate why I decided to build my axle using Superior Alloy Axle shafts, and allow you to make your own product evaluations and purchasing decisions from an educated, or at least informed, point of view.
That said - there are no inarguable absoloute truths in the world of axle shaft technology. Major manufacturers and many talented professional engineers often have serious disagreements on the topic. One of the reasons for this, especially in our case (dealing with 4x4 front axles) is that, as a sport, rockcrawling is still really in it's infancy - meaning there hasn't yet been time for the generations of investment in product R&D that there has in more established motorsports - none of which use front 4x4 axle shafts! Also, as the rockcrawling market is young and growing rapidly, competition is fearce leaving companies and engineers even more tight lipped than their drag racing colleagues.
My purpose is to try and establish just what makes a great axle shaft, and what qualifies a product as "the best". In order to do so, we must have some background knowledge of axle shafts and their design. But where are we to gain this knowledge? One could of course ask the manufacturers themselves, but we can be reasonably certain they would assure us that theirs are the best! So, in addition to asking the manufacturers it seems to me there are 3 main sources of information to which we can turn:
- Established motorsports (mostly rear axle technology)
- OEM's
- Basic engineering principles
Regarding the first source, consider that the technology involved in front axle shaft design is different than for rear axles; not nearly as much is known or proven in front axle technology as in rear, and those that do know, aren't saying much. Keep in mind that when discussing (or arguing
Regarding the second source, the OEMs (even if it is only the source from which we extrapolate) are also of limited use to us in navigating the waters of front axle tech because of one simple law, and that law is: "All design is a compromise" This fact, coupled with the requirement for OEM's to generate profit for shareholders as their single goal of overwhelming primacy means they design not the "best" or "strongest' products they can, but thoase that are "adequate for the job, in the shortest time possible, at the cheapest cost" Those are the practical limitations of real-life engineering - they don't have the luxury of designing "ultimate" products. To be sure, they know a great deal about axles, and we can learn from them - but we must temper what we learn with the knowledge that their goals are very different from ours.
Which leaves us with the final source - basic engineering principles. Of course, because I am not a professional engineer - I am limited in my ability to apply engineering principles - though I think I can do it well enough to at least be an informed consumer. I will share with you what I know of these principles and how I used them to determine who had the best shafts for the BillaVista-60 - but keep in mind that I am not a pro - just an average Joe.
In the end, the data I have gathered over the last 3-4 years comes from many and varied sources - from:
- product information sheets and catologues of major axle manufacturers the likes of Strarge Engineering, Mark Williams, and Foot Axle and Forge (Superior Axle);
- from personal discussions with engineers at Superior Axle, Moser Engineering, SAW, and more than one professional race team;
- from industrial and scientific texts ranging from "The Machinery's Handbook" to Carroll Smith's excellent series of books; and
- from the industry experts and professional engineers kind enough to share their knowledge at the Pirate4x4.com Forum.
After all that, the only thing I know for sure is that I don't know everything - not by a long, shot. But I have learned quite a lot, certainly enough to be a well informed consumer.
Introduction
In my front axle I want the strongest axle shaft available.By strongest I mean able to handle the largest torsional load - which is the technical way of saying I want my axle shafts to be able to handle big tires, reasonable horsepower, and hard use in the rocks - steep climbs, axle bouncing, alternately slipping and grabbing, tires wedges amongst rocks - the works, serious abuse!
For all things load bearing, strength comes in 3 kinds:
Strength of Material (including treatment and process);
Strength of Size (bigger is stronger - no surprise there); and
Strength of Shape (profile of the shaft)
More specifically for axle shafts, there are three components that go together to make a great front axle shaft. They are:
- The material used to make the shaft, and how it is heat treated / hardened (strength of material)
- Size and profile of the shaft (strength of size and strength of shape)
- The splines - their size, number, shape, and how they are formed. (strength of shape)
We will look at all 3 in turn.
Section 1 - Material and Treatment
Recall some basic facts from Part 1a of the BV-60 series:
- Steel is an awesome material for load bearing structures, like axle shafts, because it is strong, stiff, and elastic in nature.
- There are many types of steel with wildly varying mechanical properties, from yield strength to percent elongation.
- There are numerous ways to heat treat steel to improve its mechanical properties, depending on our intended use.
- Type of steel / alloy and heat treatment must be carefully matched.
- Generally, the harder a steel is, the stronger it is but also the less ductile.
All of these factors are important in the manufacture, or in our case selection, of an axle shaft. Depending on the desired properties of the shaft, different material and methods will be used to make them.
Plain carbon steel shafts, like those used by the OEMs and many aftermarket suppliers cannot be through hardened. Examples of non-through hardenable steels used to make axle shafts include SAE 1055, 1541, etc. Similarly, true alloy steels used to make axle shafts (e.g. 4340, 300m, etc.) must be through hardened to reap the benefits of the alloy's strength. As a result, all 4x4 front axle shafts fall into one of 2 broad categories in terms of their material and treatment. They are either:
- Carbon streel / induction hardened; or
- Alloy Steel / through hardened.
Heat Treatment
So what are the different hardening methods?
Induction hardening is done by placing the metal part inside or close to an "applicator" coil of one or more turns, through which alternating current is passed. The coil, formed to suit the general class of work to be heated, is usually made of copper tubing through which water is passed to prevent overheating of the coil itself. In most cases, the work piece is held either in a fixed position or is rotated slowly within or close to the applicator coil. Where the length of work is too gret to permit heating in a fixed position, progressive heating may be employed. Thus, a rod or tube of steel (e.g. an axle shaft) may be fed through an applicator coil of one or more turns so that the heating zone travels progressively along the entire length of the work piece.[1] In the case of axle shafts, the shaft is passed through the coil, and the coil has to be of a small enough diameter so that it is close enough to the shaft to do the heating. Unfortunately the small diameter of the coil prevents the passage of the yoke (or flange in a rear axle), which means induction hardened front axle shafts do not have hardened yokes. This is, of course, a MAJOR weak point, as it is very often the thin, soft yokes that are the weakest part of a front shaft and therefore the first part to fail.
Induction hardening will be done to a certain hardness level, and do a certain depth from the surface, called the "case depth". Typically induction hardening penetrates to about 0.150-inch and the axle core remains relativley soft. Typically, the shaft surface hardness is a very hard 55-58 Rockwell (almost brittle). There are some benefits to induction hardening, even over through hardening. The exact physical and chemical metalurgy is beyond the scope of this article, but basically the induction hardeneing process leaves the shaft so hard at the surface, thet there is a residual compressive stress at the surface (using our lego-block analogy from Part 1a, imagine the surface lego blocks being pressed down on, making them harder to bend apart). This residual compressive stress actually improves fatigue resistance and prolongs fatige life. Why? Because most fatigue cracks initiate at imperfections at the surface of the shaft (scuffs, knicks, burrs, rust, corrosion, grinding marks, etc) and grow from there. The residual compressive stress makes crack tip advance under cyclic loading more difficult.
Note also that other surface treatments help to prevent crack propogation, from finish grinding and polishing to paint or other coating application.
Through hardening, though in reality very technical, is much easier to describe. Essentially the entire part is placed in a large (but very special) oven-like machine and then heated up, and held at a certain temperature. The part is then the cooled at very specific and carefully controlled rate. The result is, the entire part is hardened, including the yokes, AND the part is hardened THROUGH it's entire thickness, hence the name - through hardening. Through hardening produces a part with a much more even and uniform crystal lattice structure (grain), and therefore with much improved mechanical properties - notably yield and ultimate strengths. Take for example, 4340 Chrom-moly steel, In its normalized state (having a hardeness of Rockwell C 22) is has an approximate Ultimate Tensile Strength (UTS) of 112, 000 psi. However, through hardened to a hardness of Rockwell C 42 it has a UTS of approxinmatly 181,000 psi!
Picture graphically illustrating difference between through hardening and induction hardening.
Pic from Strange Engineering ad.
Clearly, through hardening an axle shaft makes it vastly stronger and therefore through hardening is a must for any shaft to be considered for the title of "ultimte."
Of course, the ideal treatment would be a combination of through hardening and induction hardening, to take advantage of the best of both worlds. There is one manufacturer who does this, and ONLY one in the 4x4 axle shaft aftermarket that does. The answer should come as no surprise - Superior Axle and Gear!
Material
But what about the difference in just the material itself? Compare 2 typical steels used to build axle shafts, one representative of each group:
- SAE 1030 - low carbon steel, suitable for induction hardening only - typical of Spicer / OEM type axles
- SAE 4340 - Chrom-moly alloy steel suitable for through hardening - used by manufacturers suchas Superior and Mark Williams
UTS in psi
Condition | Steel |