Building Oil Shear Clutches & Brakes
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Force Control Industries, Inc. 
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There are many pieces to selecting the correct clutch brake for a particular application. It uses many of the components of selection for gear reducers, chain and belt drives and motors, but has some very important differences.
To start the selection we must have some information of the application.
What is the application – type of machine, motion required, environment, vertical load up or down, acceleration and deceleration time, soft start, or high inertia load.
What is the cycle rate – how many indexes per minute, day, hour.
What is the duty cycle – time engaged vs time off
What is the torque requirement for starting and stopping the load. They are often different.
There are two parts to determine the total torque required.
Cyclic Inertia  Cyclic inertia of all components to be accelerated and decelerated must be determined and reflected back to the clutch brake through the ratio. This would include the inertia of the driven component as well as the items in the drive train from the output shaft of the clutch on. These could be shafts, couplings, gears, sprockets pulleys, flywheels, and more. Each component inertia should be calculated, and reflected back through the ratio to the clutch brake output. This torque will be the same for both clutch and brake calculations. Inertia on the input side of the clutch brake is not involved.
Load torque – In addition to inertial torque load torque should be determined and added to the inertial torque. Load torque is the torque to overcome the load. For instance a vertical conveyor will have a certain torque requirement just to hold the load. This must be added to the inertia torque. The load torque may be different for the clutch and the brake. If a load must be lifted during acceleration it will be added to the clutch required torque and removed from the brake required torque, but if lowering it will be added to the brake torque and deducted from the clutch torque. Note the torque must be reflected through the ratio back to the clutch brake.
Clutch brakes should be sized for the required loads and not significantly oversized. Over sizing a clutch brake can cause as many problems as under sizing. Over sizing, especially the brake can add severe loads to all of the drive line components breaking couplings, belts or shafts.
System efficiency – Efficiency of all drive and load components must be included in the calculations. Typically they will add to the clutch required torque and deduct from the brake torque requirement.
Thermal Horsepower  A second component for sizing is thermal energy, or heat that must be dissipated. In simple terms when a clutch is engaged to accelerate a load up to speed half of the energy goes to acceleration and the other half becomes heat. When the brake is engaged to stop the load all of the rotary motion energy is converted to heat in the brake. The thermal requirement for the clutch and brake must be calculated. This is normally shown as thermal horsepower in the specifications.
Clutch Dynamic Torque 
Brake Dynamic Torque 

Calculate Dynamic Torque Dynamic Torque is the torque required during engagement to accelerate or decelerate the rotating mass (Inertia) and overcome friction (Efficiency) and load torque within a specified time period. Each of these can have a positive or negative effect on the required dynamic torque capacity of the clutch or the brake and will not necessarily effect both in the same way. Therefore it is necessary to calculate both the Clutch Dynamic Torque and the Brake Dynamic Torque separately. Tdc = Clutch Dynamic Torque (Lb. In.) Select a unit size with a dynamic torque rating higher than the value calculated. 

Thermal Energy per Engagement Thermal Energy per Engagement is the amount of energy to be dissipated by the Posidyne Clutch Brake during each engagement of the clutch and/or brake. This thermal energy requirement may be calculated using the following formula only if the beginning RPM of the clutch and the ending RPM of the brake is zero (0) RPM. If neither is 0 RPM then calculate the difference in RPM from start of the cycle to end of the cycle. 

Thermal Horsepower Posidyne Clutch Brakes are also rated on Average Thermal Horsepower capacity which is the amount of thermal energy the units can dissipate continually (1 THP = 42.2 BTU = 33,000 Ft. Lbs.) based on the type of cooling  basic, fan, water or forced lube. The average thermal horsepower rating required can be calculated using the following formula. 

Calculate Dynamic Torque Dynamic Torque is the torque required during engagement to accelerate or decelerate the rotating mass (Inertia) and overcome friction (Efficiency) and load torque within a specified time period. Each of these can have a positive or negative effect on the required dynamic torque capacity of the clutch or the brake and will not necessarily effect both in the same way. Therefore it is necessary to calculate both the Clutch Dynamic Torque and the Brake Dynamic Torque separately. Tdc = Clutch Dynamic Torque (Lb. In.) Ex: A vertical load or sliding load on conveyor Select a unit size with a dynamic torque rating higher than the calculated value. 

Calculate Thermal Energy per Engagement Thermal Energy per Engagement is the amount of energy to be dissipated by the Posidyne Clutch Brake during each engagement of the clutch and/or brake. This thermal energy requirement may be calculated using the following formula only if the beginning RPM of the clutch and the ending RPM of the brake is zero (0) RPM. If neither is 0 RPM then calculate the difference in RPM from start of the cycle to end of the cycle. TEc = Clutch Thermal Energy per Engagement (Ft. Lbs.) Ex: A vertical load or sliding load on conveyor 

Calculate Thermal Horsepower Posidyne Clutch Brakes are also rated on Average Thermal Horsepower capacity which is the amount of thermal energy the units can dissipate continually (1 THP = 42.2 BTU = 33,000 Ft. Lbs.) based on the type of cooling  basic, fan, water or forced lube. The average thermal horsepower rating required can be calculated using the following formula. THP = Average Thermal Horsepower (heat that must be continually dissipated) The unit size and cooling method rating must exceed the calculated thermal horsepower. 

Calculate Overhung Load Overhung Load is the load attributed to the pull of the chain or belt drive on the input or output shafts of the clutch brake. Larger diameter pulleys or sprockets will decrease overhung load but will increase the WK2 in the preceding calculations. The required Overhung Load capacity can be calculated from the following formula. P = Overhung load (Lbs.) 