Engineer General Machinery study materials
Engineer General Machinery study resources

Engineer General Machinery study plan

Engineer General Machinery · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

Mechanical Design of Machine Elements

  • Derive and apply the three fundamental load cases (axial, torsion, bending) to size a shaft, then add fatigue correction factors for a rotating shaft with a shoulder fillet

  • Select rolling-element bearings by computing equivalent dynamic load P = XVFr + YFa and solving for L10 life in hours at a stated speed

  • Size a spur gear pair for bending and pitting using the Lewis form factor and AGMA-style stress equations, and state which of the two failure modes governs

  • Choose a belt or chain drive for a given power and speed, and compute wrap angle, number of belts or chain links, and required center distance

Your checkpoint

A one-page shaft-and-bearing design sheet: shaft diameter at three stations, bearing L10 life in hours, and the governing gear failure mode with numbers shown

Week 2

Mechanical Design of Machine Elements

  • Design a bolted joint (preload, joint stiffness, external load sharing) and decide whether separation or bolt fatigue governs

  • Specify a weld size for a fillet weld in torsion and in bending using the throat-area method, and compare against a bolted alternative

  • Select keys, splines, and interference fits for a given torque and check for shear and bearing failure

  • Size a compression spring for a stated load-deflection requirement and verify it is not surging at the operating frequency

Your checkpoint

A joint-and-fastener comparison memo that recommends one connection method for a 15 kW drive with the governing stress and safety factor for each option

Week 3

Engineering Fundamentals and Applied Mechanics

  • Solve statics problems with friction, including wedge and screw-jack self-locking conditions, without referring to solutions

  • Compute mass moments of inertia for composite shapes and use them in a rotating-machinery acceleration problem

  • Apply work-energy and impulse-momentum to a mechanism or falling-mass impact, and state the assumptions used

  • Draw shear and bending moment diagrams for three indeterminate-looking beam cases and check the results against boundary conditions

Your checkpoint

A closed-book 10-problem mechanics set scored against a worked answer key, with every wrong answer reworked and annotated with the specific error made

Week 4

Materials, Strength of Materials, and Failure Analysis

  • Build a stress element from combined loading and compute principal stresses and the von Mises equivalent stress by hand

  • Predict failure mode from a Mohr's circle and a brittle-versus-ductile decision rule, and justify the choice of failure theory

  • Interpret a fatigue S-N curve, apply Marin correction factors, and compute a modified endurance limit

  • Read a fracture surface description (beach marks, chevron marks, intergranular versus transgranular) and map it to a likely failure mechanism

Your checkpoint

A failure-analysis case study of one component: loading, stress state, governing failure theory, computed safety factor, and the mechanism the fracture appearance implies

Week 5

Materials, Strength of Materials, and Failure Analysis & Manufacturing Processes, Fabrication, and Welding

  • Match material selection to service conditions for five scenarios, using hardenability, toughness, corrosion resistance, and weldability as the deciding criteria

  • Specify a heat treatment sequence (normalize, austenitize, quench, temper) and predict the resulting microstructure and property change

  • Select a welding process and consumable for a given joint, thickness, and position, and state the preheat and post-weld heat treatment requirements

  • Identify the cause of three common weld defects (lack of fusion, porosity, hydrogen cracking) and the process change that prevents each

  • Compare a casting, forging, and machined-from-solid route for one part on cost, lead time, and inspectability

Your checkpoint

A materials-and-fabrication specification for one fabricated pressure-retaining part: material, heat treatment, welding process and consumable, preheat and PWHT, and the NDT method specified for each weld

Week 6

Thermodynamics, Fluid Mechanics, and Heat Transfer & Prime Movers, Pumps, Compressors, and Fluid Machinery

  • Apply the first and second laws to an open system and compute thermal efficiency for a Rankine or Brayton cycle with one irreversibility added

  • Compute head, power, and efficiency for a pump in a piping system, and locate the operating point where the pump curve meets the system curve

  • Use the affinity laws to predict flow, head, and power at a changed speed, and identify the risk of operating far from best efficiency point

  • Size a heat exchanger or compute a required surface area using LMTD and the effectiveness-NTU method, and state when each method is preferable

  • Compute friction loss and NPSH available for a suction line, and decide whether cavitation is a risk

Your checkpoint

A pump-system calculation package: system curve, operating point, shaft power, NPSHa versus NPSHr, and the affinity-law prediction for a 20% speed reduction

Week 7

Machine Safety, Codes and Standards, and Inspection

  • Identify the code or standard that governs a given pressure vessel, lifting device, or power transmission guard, and cite the specific clause or section it comes from

  • Compute a minimum required thickness for a cylindrical shell under internal pressure and compare it to a measured thickness minus corrosion allowance

  • Write an inspection plan for one pressure-retaining item: what is examined, by which NDT method, at what interval, and what acceptance criterion applies

  • Explain the role of a pressure relief valve, set pressure, and accumulation limit, and verify a relief scenario is adequately protected

  • List the lockout/tagout and machine-guarding requirements that apply to a rotating-equipment maintenance task

Your checkpoint

A code-compliance checklist for one pressure vessel or machine installation, with each line citing the governing standard and the acceptance criterion

Week 8

Engineering Economy, Project Management, and Professional Ethics & Engineering Fundamentals and Applied Mechanics & Mechanical Design of Machine Elements & Materials, Strength of Materials, and Failure Analysis & Thermodynamics, Fluid Mechanics, and Heat Transfer & Prime Movers, Pumps, Compressors, and Fluid Machinery & Manufacturing Processes, Fabrication, and Welding & Machine Safety, Codes and Standards, and Inspection

  • Compute present worth, annual cost, and payback for two equipment alternatives and recommend one with the assumptions stated

  • Build a simple project schedule with a critical path and identify which activity delay moves the completion date

  • Apply a professional ethics decision framework to a conflict-of-interest or sign-off scenario and defend the chosen action

  • Take two full-length timed practice exams and log every missed item by domain and by error type (knowledge gap, misread, calculation, unit)

Your checkpoint

A scored practice-exam log showing per-domain accuracy, the three weakest sub-topics, and a written remediation list for each before exam day

Milestones

Week 2: Complete the design of a shaft, bearing, gear, and one joint without consulting worked solutions; score at least 70% on a self-made 15-question design quiz

Week 4: Correctly compute principal stresses and a fatigue safety factor on a combined-loading problem, and name the failure mechanism from a fracture description, in under 20 minutes

Week 6: Produce a pump operating-point solution and a cycle-efficiency solution that match a reference answer within 5%, and explain NPSH margin in one paragraph

Week 7: Cite the correct governing standard for 8 of 10 code questions and compute a required shell thickness with corrosion allowance correctly

Week 8: Score at least 75% overall on both timed practice exams with no domain below 60%