Public University of Navarre

CastellanoEuskara | Academic year: 2018/2019 | Previous academic years:  2017/2018  |  2016/2017  |  2015/2016  |  2014/2015 
Bachelor's degree in Industrial Engineering
Course code: 242606 Subject title: DESIGN AND TESTING OF MACHINES
Credits: 6 Type of subject: Optative Year: 3 Period: 2º S
Department: Ingeniería

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Module/Subject matter

Mechanic and Materials Engineering



This course introduces the student in an advanced manner in the methods for design of machine elements subjected to static and dynamic loading. Special attention will be taken to the factors that affect fatigue life for dynamic loads. Procedures to determine cyclic loads from time dependent loads will also be included. The second part of the course will be dedicated to the calculation of bearings, gears and bolts.



Keywords: Stress Analysis. Material caracterization; Static Failures, Dynamic Failures; Failure Theories.  Finite Element Design. Machine elements; Gears; Design of Unions. Bearings; Lubrication


General proficiencies

CB2 - The students should be able to apply their knowledge to their work or vocation in a professional manner having the competences typically demonstrated through formulating and sustaining arguments and solving problems within their field of study.

CB3 - The students should have the ability to gather and interpret relevant data (usually within their field of study) to state judgments that include reflection on relevant social, scientific or ethical.

CG1 - Ability to write, sign and develop projects in the field of mechanical engineering aimed at the construction, alteration, repair, maintenance, demolition, manufacture, assembly, installation or operation of: structures, mechanical equipment, energy facilities , electrical and electronic installations, installations and industrial plants and manufacturing processes and automation.

CG2 - Ability to manage the activities under the engineering projects described in the previous section.

CG3 - Knowledge in basic materials and technology that will enable them to learn new methods and theories, and equip them with versatility to adapt to new situations.

CG4 - Ability to solve problems with initiative, decision making, creativity, critical thinking and to communicate and transmit knowledge, skills and abilities in the field of Industrial Engineering.


Specific proficiencies

CM1: Acquire the knowledge and skills for the calculation, design and testing of machines.


Learning outcomes

R1 Propound and perform complex projects on machines and mechanical elements.

R2 To adquire the knowledge in mechanical design that enables the student to learn new methods and theories, and equip itself with versatility to adapt to new situations.

R3 Express and communicate ideas and concepts related with mechanical components of machines and systems.

R4 To posses the knowledge of calculations for  mechanical elements of machines, including fatigue phenomena, obtaining the loads.




Methodology - Activity
In-class hours
Out of class hours
A-1 Classes
A-2 Workshop, exercises
A-3 Debate
A-4 Project
A-5 Review of material
A-6 Individual study
A-7 Midterms
A-8 Office hours


Relationship between formative activities and proficiencies

Formative activities
A-1, A-2, A-4, A-5
A-1, A-2, A-4, A-5
A-1, A-2, A-4, A-5
A-1, A-2, A-4, A-5
A-1, A-2, A-4, A-5, A-6, A-8
CB2, CB3



The teaching language is English. A collection of notes and presentations prepared for this class are available to students in the virtual classrooms (My Aulario) devoted to the subject. Most of the reference literature is published in English. Likewise, most of the material presented by the students enrolled in the course is required to be written in English.


Additionally this course is teached in Spanish and Basque.





Learning Outcome
Evaluation Weigth (%) Recoverability
 R2 R3 R4 Midterms: 2 Midterms during the course. Part 1. Fundamentals of Machine Design: 4,5 Points Part 2. Design of Mechanical elements: 3 Points Mininum of 5 one each midterm for continous assestment  75  Yes
 R1 R2 R3 R4 Workshops: 1 point (mandatory to assist 4 of 5)  10  No
 R1 R2 R3 R4  Practical work: 1.5 points.   15  No


  • To pass this course is mandatory to obtain a minimum of 5 (out of 10) in each midterm, to assist to a minimum of 4 of 5 workshops and the weighted average of all the evaluation elements needs to be 5 as well.
  • In case one of the midterms is not approved, there is a final exam for the failed midterms.
  • If each part of the final exam is not approved, the final grade will be the average of the midterms (Workshops and practical work is not included in the average). If this average grade is greater than 5, it will be graded as 4.9.



Fundamentals of mechanical design, mechanical properties of materials, static and dynamic in mechanical design considerations, fatigue, calculation and selection of bearings, bolted connection, calculation of gears, bearings and lubrication.




Part I: Fundamentals of Machine Design  

I Basics

 Chapter 1. Introduction. Design phases. Safety Factors

 Chapter 2 Stress.  Normal Stress. Shear Stress. Torsion. Mohr's Circle. 

II Materials

 Chapter 3. Material Strength

 Chapter 4.  Stress Concentration factors. Identification of failures . Macroscopic aspects

III Failures Resulting from Static Loading  

 Chapter 5. Failure theories for Ductile Materials

 Chapter 6. Failure theories for Brittle Materials  

IV Failures Resulting from Variable Loading 

 Chapter 7. Fatigue theories. Endurance limit

 Chapter 8. Fatigue Strength. Modifying factors  

 Chapter 9. Characterizing fluctuating stresses  

 Chapter 10. Cumulative Fatigue Damage.

 Chapter 11. Multiaxial Fatigue    

Part II: Design of Mechanical Elements  

V. Bearings 

 Chapter 12. Contact Bearings  

 Chapter 13. Bearing Selection

VI. Elements of Union 

 Chapter 14. Design of non permanent unions. Bolts 

VII. Gear Fatigue

 Chapter 15. Gears. Lewis Bending Equation. 

 Chapter 16. AGMA Stress and Strength equations

VIII. Lubrication

 Chapter 17. Lubrication.



1.- Failure identification

2.- Finite Elements. Fundamentals of Ansys

3.- Finite Elements. Determination of Kt

4.- Finite Elements. Static failures

5.- Finite Elements. Fatigue failures



Acceda a la bibliografía que su profesor ha solicitado a la Biblioteca.

Basic Bibliography

Mechanical Engineering Design, Shigley, J.E., Mischke, C.R., McGraw-Hill, Sixth Edition, 2001.


Complementary Bibliography

"Diseño en Ingeniería Mecánica", J.E. Shigley, ed. McGraw-Hill. (5ª edición, 4ª en castellano).

Tecnología de Máquinas. Tomo I: Fundamentos: Ejes, Acoplamientos y Apoyos, J.I. Predrero, Unidades Didácticas, UNED, Madrid, 2005.

Fundamentals of Machine Component Design, Juvinall, R.C. , Wiley, 3rd. edition, 2000.

Métodos de Cálculo de Fatiga para Ingeniería, Avilés R., Editorial Paraninfo, 2015.



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