Knowledge Answer

How is the installation stress calculated when expanding a spiral retaining ring over a shaft?

2026-06-16 FAQ

The installation stress $S_i$ is a function of the expansion distance. For a spiral ring, $S_i = \frac{E t (D_s - D_g)}{D_g (D_g - t)}$, where $D_s$ is the shaft diameter and $D_g$ is the free diameter of the ring. It is essential that $S_i$ remains below the yield strength of the material to prevent permanent deformation (setting). If the stress exceeds...

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The installation stress $S_i$ is a function of the expansion distance. For a spiral ring, $S_i = \frac{E t (D_s - D_g)}{D_g (D_g - t)}$, where $D_s$ is the shaft diameter and $D_g$ is the free diameter of the ring. It is essential that $S_i$ remains below the yield strength of the material to prevent permanent deformation (setting). If the stress exceeds yield, the ring will not snap back into the groove tightly, resulting in a loose fit and reduced thrust capacity. For materials like 302 Stainless Steel, the yield is lower than Carbon Steel, necessitating wider grooves or specialized installation tools.

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