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Universal Shaft Joints

Sep 23, 2025

Universal shaft joint is an indispensable key component in mechanical transmission systems. It can achieve variable angle power transmission, allowing two shafts that are not on the same axis to be effectively connected and transmit torque and motion. Universal shaft joint is widely used in fields such as automobiles, industrial machinery, aerospace, etc. Its performance directly affects the efficiency and reliability of the transmission system.

Universal Shaft Joints

The core function of a universal shaft joint is to allow a certain angle between the two connected shafts, while transmitting rotational motion and torque. This characteristic makes it an ideal choice for solving the problem of axis misalignment.

Main structural types

  1. Cross axis universal shaft joint:
    The most common type consists of two universal shaft joint forks and a cross shaft
    The allowable angle between the two axes is usually between 5 ° and 45 °
    Simple structure, strong load-bearing capacity, and easy maintenance
    Widely used in fields such as automotive transmission systems and industrial machinery

  2. Ball cage universal shaft joint:
    Composed of star shaped sleeve, spherical shell, steel ball, and retainer
    Can achieve constant speed transmission and run more smoothly
    Commonly used for the wheel end of front wheel drive vehicles

  3. Ball fork universal shaft joint:
    The structure is relatively simple, consisting of a ball fork with a raceway and steel balls
    Suitable for light load and small angle transmission scenarios

  4. Scalable universal shaft joint:
    Add expansion function on the basis of standard universal shaft joint
    Compensatable axial displacement of 0-1000mm
    Especially suitable for situations where installation distance may vary

Key performance parameters

  1. Torque capacity: ranging from a few Newton meters to several thousand Newton meters, heavy-duty joints can even reach up to 900000 Nm

  2. Speed range: Depending on the type, it can reach up to several thousand revolutions per minute

  3. Allowable deflection angle: Single section models typically have a maximum of 37 °, while special designs can reach up to 45 °

  4. Axial compensation capability: The expandable type can provide axial displacement compensation of 0-1000mm

  5. Materials: commonly used 45 # steel, 42CrMo alloy steel, stainless steel, etc., choose according to the working conditions

Special design variants

  1. universal shaft joint with spring type leveling machine:
    Using 42CrMo alloy steel material
    Installing springs to achieve automatic expansion and contraction
    Specially designed for leveling machines, cross cutting machines, slitting machines and other equipment

  2. Fluid universal shaft joint:
    Used to connect water supply pipelines with water mist nozzles
    Can lock the spray angle in any direction
    The working pressure can reach 1.2MPa, and it is made of stainless steel or copper alloy material

  3. Precision universal shaft joint:
    The shaft diameter can be as small as 8mm, with a tolerance controlled within 0.005mm
    Used in high-precision applications such as aviation and precision instruments

Application fields of universal shaft joint

  1. automotive industry
    Rear wheel drive vehicles: installed between the transmission output shaft and the drive axle main reducer input shaft
    Front wheel drive vehicles: installed between the front axle half shaft responsible for both driving and steering and the wheels
    Steering system: Connect the steering shaft and steering gear

  2. industrial machinery
    Machine tool: used for connecting spindle and drive motor
    Metallurgical equipment: Heavy equipment such as continuous rolling mills and straightening machines
    Mining machinery: conveyors, crushers, etc
    Paper Machinery: Drying Cylinder Transmission System
    Textile Machinery: Connections between Transmission Shafts

  3. Special applications
    Aerospace: Aircraft control systems, engine accessory transmissions
    Ship: Connection of propulsion shaft system
    Robots: Power Transmission at Joints

The manufacturing of precision universal shaft joints involves multiple high-precision machining techniques:

Material selection

  1. Common application: 45 steel, 40Cr

  2. Heavy duty occasion: 42CrMo alloy steel

  3. Corrosion environment: 304/316 stainless steel

  4. Special requirements: Copper alloy, titanium alloy, etc

processing flow

  1. Forging: Obtain preliminary shape and eliminate material defects

  2. Heat treatment: quenching and tempering treatment improves strength and toughness

  3. Precision machining:
    Turning: machining cylindrical surfaces such as shaft necks
    Milling: Processing complex shapes such as fork heads
    Grinding: Ensure high precision of key parts
    Assembly: Bearing installation, lubrication system assembly
    Balance Test: High speed applications require dynamic balancing

Modern car milling composite processing technology can significantly improve the processing efficiency and quality of universal shaft joints:

  1. Complete multiple processing steps in one clamping operation

  2. The processing time has been reduced from over ten hours using traditional methods to less than 45 minutes

  3. Higher dimensional accuracy and easier assurance of positional tolerances

Selection considerations

  1. Torque demand: Calculate the required torque based on the transmitted power and speed

  2. Speed range: Different structural types have different applicable speeds

  3. Axis deflection angle: Ensure that the selected type meets the actual deflection angle requirements

  4. Installation space: Consider the radial and axial dimensions of the joint

  5. Environmental conditions: Temperature, corrosiveness, dust and other environmental factors affecting material selection

  6. Maintenance requirements: Is regular lubrication necessary and what is the sealing performance

Installation key points

  1. Centering adjustment:
    Although universal shaft joints allow for some deviation, good alignment can extend their lifespan
    When using a dual universal shaft joint arrangement, the fork heads at both ends of the intermediate shaft should be in the same plane
    Use tools such as a dial gauge to detect radial and axial deviations

  2. Bolt tightening:
    Tighten evenly step by step according to the specified torque value
    Use anti loosening measures to prevent loosening

  3. Lubrication preparation:
    Add specified lubricating grease to friction parts such as bearings before assembly
    Check if the lubrication channel is unobstructed

routine maintenance

  1. Regular lubrication:
    Regularly replenish lubricating grease according to the instructions
    Lubrication intervals should be shortened in high temperature and dusty environments

  2. Status monitoring:
    Regularly check for abnormal vibrations and noise
    Monitor whether the working temperature is normal
    Check if the seals are intact to prevent grease leakage

  3. Wear and tear inspection:
    Regularly inspect the wear of vulnerable parts such as cross shafts and bearings
    Pay attention to changes in the clearance between universal shaft joints

Typical Failure Modes

  1. Cross axis and bearing wear:
    Performance: Increased gap, abnormal noise
    Reason: Poor lubrication, overload, poor alignment
    Solution: Replace worn parts and improve lubrication

  2. universal shaft joint fork fracture:
    Performance: Sudden loss of transmission
    Reason: Material defects, fatigue, impact loads
    Solution: Replace and analyze the cause of the fracture

  3. Abnormal vibration:
    Performance: Strong vibration at a specific speed
    Reason: Balance disruption, component wear
    Solution: Rebalance or replace components

Measures to extend lifespan

  1. Ensure correct installation alignment

  2. Use appropriate lubricants and regularly replenish them

  3. Avoid overloading operation

  4. Regularly check the fastening status

  5. Add protective measures in harsh environments

As a core component in the field of mechanical transmission, the development of universal shaft joint technology directly affects the performance and reliability of various equipment. From simple cross axis structures to precise cage designs, from heavy-duty industrial applications to micro model use, universal shaft joints are constantly adapting to new demands. Proper selection, installation, and maintenance of universal shaft joint joints are crucial for ensuring efficient and stable operation of the transmission system. With the advancement of materials science and manufacturing technology, future universal shaft joint will achieve greater breakthroughs in performance, lifespan, and intelligence.

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