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Optimization is applied to the design of a spiral bevel gear reduction for maximum life at a given size. A modified feasible directions search algorithm permits a wide variety of inequality constraints and exact design requirements to be met with low sensitivity to initial values. Gear tooth bending strength and minimum contact ration under load are included in the active constraints. The optimal design of the spiral bevel gear reduction includes the selection of bearing and shaft proportions in addition to gear mesh parameters. System life is maximized subject to a fixed back-cone distance of the spiral bevel gear set for a specified speed ratio, shaft angle, input torque and power. Significant parameters in the design are the spiral angle, the pressure angle, the numbers of teeth on the pinion and gear and the location and size of the four support bearings. Interpolated polynomials expand the discrete bearing properties and proportions into continuous variables for gradient optimization. After finding the continuous optimum, a designer can analyze near-optimal designs for comparison and selection. Design examples show the influence of the bearing lives on the gear parameters in the optimal configurations. For a fixed back-cone distance, optimal designs with larger shaft angles have larger service lives.
Many CAD (Computer Aided Design) systems have been developed and implemented to produce a superior quality design and to increase the design productivity in the gear industry. In general, it is true that a major portion of design tasks can be performed by CAD systems currently available. However, they can only address the computational aspects of gear design that typically require decision-making as well. In most industrial gear design practices, the initial design is the critical task that significantly effects the final results. However, the decisions about estimating or changing gear size parameters must be made by a gear design expert.
The design of any gearing system is a difficult, multifaceted process. When the system includes bevel gearing, the process is further complicated by the complex nature of the bevel gears themselves. In most cases, the design is based on an evaluation of the ratio required for the gear set, the overall envelope geometry, and the calculation of bending and contact stresses for the gear set to determine its load capacity. There are, however, a great many other parameters which must be addressed if the resultant gear system is to be truly optimum. A considerable body of data related to the optimal design of bevel gears has been developed by the aerospace gear design community in general and by the helicopter community in particular. This article provides a summary of just a few design guidelines based on these data in an effort to provide some guidance in the design of bevel gearing so that maximum capacity may be obtained. The following factors, which may not normally be considered in the usual design practice, are presented and discussed in outline form: Integrated gear/shaft/bearing systems Effects of rim thickness on gear tooth stresses Resonant response
In today’s manufacturing environment, shorter and more efficient product development has become the norm. It is therefore important to consider every detail of the development process, with a particular emphasis on design. For green machining of gears, the most productive and important process is hobbing. In order to analyze process design for this paper, a manufacturing simulation was developed capable of calculating chip geometries and process forces based on different models. As an important tool for manufacturing technology engineers, an economic feasibility analysis is implemented as well. The aim of this paper is to show how an efficient process design—as well as an efficient process—can be designed.
A gear design optimization approach applied to reduce tooth contact temperature and noise excitation of a high-speed spur gear pair running without lubricant. Optimum gear design search was done using the Run Many Cases software program. Thirty-one of over 480,000 possible gear designs were considered, based on low contact temperature and low transmission error. The best gear design was selected considering its manufacturability.
For metal replacement with powder metal (PM) of an automotive transmission, PM gear design differs from its wrought counterpart. Indeed, complete reverse-engineering and re-design is required so to better understand and document the performance parameters of solid-steel vs. PM gears. Presented here is a re-design (re-building a 6-speed manual transmission for an Opel Insignia 4-cylinder, turbocharged 2-liter engine delivering 220 hp/320 N-m) showing that substituting a different microgeometry of the PM gear teeth -- coupled with lower Young’s modulus -- theoretically enhances performance when compared to the solid-steel design.
In comparison with the traditional gear design approach based on preselected, typically standard generating rack parameters, the Direct Gear Design method provides certain advantages for custom high-performance gear drives that include: increased load capacity, efficiency and lifetime; reduced size, weight, noise, vibrations, cost, etc. However, manufacturing such directly designed gears requires not only custom tooling, but also customization of the gear measurement methodology. This paper presents definitions of main inspection dimensions and parameters for directly designed spur and helical, external and internal gears with symmetric and asymmetric teeth.
Gear design has long been a "black art." The gear shop's modern alchemists often have to solve problems with a combination of knowledge, experience and luck. In many cases, trial and error are the only effective way to design gears. While years of experience have produced standard gearsets that work well for most situations, today's requirements for quieter, more accurate and more durable gears often force manufacturers to look for alternative designs.
Romax Technology, the gearbox, bearing and driveline engineering specialist, has launched a new design software package that will increase speed, quality, creativity and innovation when designing gearboxes and drivelines. Called Concept, the new product delivers on the Romax vision of streamlining the end-to-end, planning-to-manufacture process with open, easy to use software solutions. It has been developed in close collaboration with engineers in the largest ground vehicle, wind energy and industrial equipment companies around the globe.
Applying "Dynamic Block Contours" allows the designer to predict gear quality at the earliest stage of the design process.
In designing involute gear teeth, it is essential that the fundamental properties of the involute curve be clearly understood. A review of "the Fundamental Laws of the Involute Curve" found in last issue will help in this respect. It has previously been shown that the involute curve has its origin at the base circle. Its length, however, may be anything from zero at the origin or starting point on to infinity. The problem, therefore, in designing gear teeth, is to select that portion of the involute, which will best meet all requirements.
LMS International helped a Fiat subsidiary develop a new, dynamic vibro-acoustic prediction method to reduce design time and engineering costs through accurate prediction of gear noise in the design phase.
When specifying a complete gear design, the novice designer is confronted with an overwhelming and frequently confusing group of options which must be specified. This array of specifications range from the rather vague to the very specific.
The primary objective in designing reliable gear drives is to avoid failure. Avoiding failure is just as important for the manufacturer and designer as it is for the end user. Many aspects should be considered in order to maximize the potential reliability and performance of installed gearing.
Plastic gears are serious alternatives to traditional metal gears in a wide variety of applications. The use of plastic gears has expanded from low-power, precision motion transmission into more demanding power transmission applications. As designers push the limits of acceptable plastic gear applications, more is learned about the behavior of plastics in gearing and how to take advantage of their unique characteristics.
When designing hardened and ground spur gears to operate with minimum noise, what are the parameters to be considered? should tip and/or root relief be applied to both wheel and pinion or only to one member? When pinions are enlarged and he wheel reduced, should tip relief be applied? What are the effects on strength, wear and noise? For given ratios with enlarged pinions and reduced wheels, how can the gear set sized be checked or adjusted to ensure that the best combination has been achieved?
The paper describes a procedure for the design of internal gear pairs, which is a generalized form of the long and short addendum system. The procedure includes checks for interference, tip interference, undercutting, tip interference during cutting, and rubbing during cutting.
The finished gear engineer, the man who is prepared for all emergencies, must first of all know the basic design principles. Next he must be well versed in all sorts of calculations which come under the heading of "involute trigonometry."
A simple, closed-form procedure is presented for designing minimum-weight spur and helical gearsets. The procedure includes methods for optimizing addendum modification for maximum pitting and wear resistance, bending strength, or scuffing resistance.
Primitive gears were known and used well over 2,000 years ago, and gears have taken their place as one of the basic machine mechanisms; yet, our knowledge and understanding of gearing principles is by no means complete. We see the development of faster and more reliable gear quality assessment and new, more productive manufacture of gears in higher materials hardness states. We have also seen improvement in gear applications and design, lubricants, coolants, finishes and noise and vibration control. All these advances push development in the direction of smaller, more compact applications, better material utilization and improved quietness, smoothness of operation and gear life. At the same time, we try to improve manufacturing cost-effectiveness, making use of highly repetitive and efficient gear manufacturing methods.
Romax Technology is automating the design iteration process to allow companies to be faster to market with the highest quality, most robust gear products.
A major source of helicopter cabin noise (which has been measured at over 100 decibels sound pressure level) is the gearbox. Reduction of this noise is a NASA and U.S. Army goal. A requirement for the Army/NASA Advanced Rotorcraft Transmission project was a 10 dB noise reduction compared to current designs.
Advancements in machining and assembly techniques of thermoplastic gearing along with new design data has lead to increased useage of polymeric materials. information on state of the art methods in fabrication of plastic gearing is presented and the importance of a proper backlash allowance at installation is discussed. Under controlled conditions, cast nylon gears show 8-14 dBA. lower noise level than three other gear materials tested.
Light-weight construction and consideration of available resources result in gearbox designs with high load capacity and power density. At the same time, expectations for gear reliability are high. Additionally, there is a diversity of planetary gears for different applications.
When compared with the traditional gear design approach — based on pre-selected, typically standard generating rack parameters — the alternative Direct Gear Design method provides certain advantages for custom, high-performance gear drives.
Gears with a diametral pitch 20 and greater, or a module 1.25 millimeters and lower, are called fine-pitch or low-module gears. The design of these gears has its own specifics.
The use of plastic gearing is increasing steadily in new products. This is due in part to the availability of recent design data. Fatigue stress of plastic gears as a function of diametral pitch, pressure angle, pitch line velocity, lubrication and life cycles are described based on test information. Design procedures for plastic gears are presented.
This article offers an overview of the practical design of a naval gear for combined diesel or gas turbine propulsion (CODOG type). The vibration performance of the gear is tested in a back-to-back test. The gear presented is a low noise design for the Royal Dutch Navy's LCF Frigate. The design aspects for low noise operation were incorporated into the overall gear system design. Therefore, special attention was paid to all the parameters that could influence the noise and vibration performance of the gearbox. These design aspects, such as tooth corrections, tooth loading, gear layout, balance, lubrication and resilient mounting, will be discussed.
Introduction The standard profile form in cylindrical gears is an involute. Involutes are generated with a trapezoidal rack — the basis for easy and production-stable manufacturing (Fig. 1).
Designing a gear set implies a considerable effort in the determination of the geometry that fulfills the requirements of load capacity, reliability, durability, size, etc. When the objective is to design a new set of gears, there are many alternatives for the design, and the designer has the freedom to choose among them. Reverse engineering implies an even bigger challenge to the designer, because the problem involves already manufactured gears whose geometry is generally unknown. In this case, the designer needs to know the exact geometry of the actual gears in order to have a reference for the design.
Gear shaping is one of the most popular production choices in gear manufacturing. While the gear shaping process is really the most versatile of all the gear manufacturing methods and can cut a wide variety of gears, certain types of gears can only be cut by this process. These are gears closely adjacent to shoulders; gears adjacent to other gears, such as on countershafts; internal gears, either open or blind ended; crown or face gears; herringbone gears of the solid configuration of with a small center groove; rack; parts with filled-in spaces or teeth, such as are used in some clutches.
This is a three-part article explaining the principles of gear lubrication. It reviews current knowledge of the field of gear tribology and is intended for both gear designers and gear operators. Part 1 classifies gear tooth failures into five modes and explains the factors that a gear designer and operator must consider to avoid gear failures. It defines the nomenclature and gives a list of references for those interested in further research. It also contains an in-depth discussion of the gear tooth failure modes that are influenced by lubrication and gives methods for preventing gear tooth failures.
Cutter Sharpening Cutter sharpening is very important both during manufacturing and subsequently in resharpening after dulling. Not only does this process affect cutter "over cutting edge" quality and the quality of the part cut, but it can also affect the manner in which chip flow takes place on the cutter face if the surface finished is too rough or rippled.
The availability of technical software has grown rapidly in the last few years because of the proliferation of personal computers. It is rare to find an organization doing technical work that does not have some type of computer. For gear designers and manufacturers, proper use of the computer can mean the difference between meeting the competition or falling behind in today's business world. The right answers the first time are essential if cost-effective design and fabrication are to be realized. The computer is capable of optimizing a design by methods that are too laborious to undertake using hard calculations. As speeds continue to climb and more power per pound is required from gear systems, it no longer is possible to design "on the safe side" by using larger service factors. At high rotational speeds a larger gear set may well have less capacity because of dynamic effects. The gear engineer of today must consider the entire gear box or even the entire rotating system as his or her domain.
With all the advantages of building float into a planetary gear system, what advantages are there to using a carrier in the first place, rather than simply having your planets float in the system?
Gearbox performance, reliability, total cost of ownership (energy cost), overall impact on the environment, and anticipation of additional future regulations are top-of-mind issues in the industry. Optimization of the bearing set can significantly improve gearbox performance.
Gears are manufactured with thin rims for several reasons. Steel gears are manufactured with thin rims and webs where low weight is important. Nonmetallic gears, manufactured by injection molding, are designed with thin rims as part of the general design rule to maintain uniform thickness to ensure even post-mold cooling. When a thin-rimmed gear fails, the fracture is thought the root of the gear, as shown in Fig. 1a, rather than the usual fillet failure shown in Fig. 1b.
Planetary gear transmissions are compact, high-power speed reducers that use parallel load paths. The range of possible reduction ratios is bounded from below and above by limits on the relative size of the planet gears. For a single-plane transmission, the planet gear has no size of the sun and ring. Which ratio is best for a planetary reduction can be resolved by studying a series of optimal designs. In this series, each design is obtained by maximizing the service life for a planetary transmission with a fixed size, gear ratio, input speed, power and materials. The planetary gear reduction service life is modeled as a function of the two-parameter Weibull distributed service lives of the bearings and gears in the reduction. Planet bearing life strongly influences the optimal reduction lives, which point to an optimal planetary reduction ratio in the neighborhood of four to five.
This paper will provide examples of stress levels from conventional root design using a hob and stress levels using an optimized root design that is now possible with PM manufacturing. The paper will also investigate how PM can reduce stresses in the root from transient loads generated by abusive driving.
There is a great need for future powertrains in automotive and industrial applications to improve upon their efficiency and power density while reducing their dynamic vibration and noise initiation. It is accepted that planetary gear transmissions have several advantages in comparison to conventional transmissions, such as a high power density due to the power division using several planet gears. This paper presents planetary gear transmissions, optimized in terms of efficiency, weight and volume.
Powder metallurgy (P/M) is a precision metal forming technology for the manufacture of parts to net or near-net shape, and it is particularly well-suited to the production of gears. Spur, bevel and helical gears all may be made by made by powder metallurgy processing.
This is Part II of a two-part series on the basics of gear hobbing. Part I discussed selection of the correct type of hobbing operation, the design features of hobs and hob accuracy. This part will cover sharpening errors and finish hob design considerations.
It has been documented that epicyclic gear stages provide high load capacity and compactness to gear drives. This paper will focus on analysis and design of epicyclic gear arrangements that provide extremely high gear ratios. Indeed, a special, two-stage planetary arrangement may utilize a gear ratio of over one hundred thousand to one. This paper presents an analysis of such uncommon gear drive arrangements and defines their major parameters, limitations, and gear ratio maximization approaches. It also demonstrates numerical examples, existing designs, and potential applications.
A gear shaper cutter is actually a gear with relieved cutting edges and increased addendum for providing clearance in the root of the gear being cut. The maximum outside diameter of such a cutter is limited to the diameter at which the teeth become pointed. The minimum diameter occurs when the outside diameter of the cutter and the base circle are the same. Those theoretical extremes, coupled with the side clearance, which is normally 2 degrees for coarse pitch cutters an d1.5 degrees for cutters approximately 24-pitch and finer, will determine the theoretical face width of a cutter.
An update on the latest gear design software from several vendors, plus what gear design engineers can expect next.
MASTA 4.5.1 models complete transmissions and includes 3-D stress analysis.
Above all, a gear is not just a mechanical transmission, but is developed to a system fulfilling multiple demands, such as clutch integration, selectable output speeds, and controls of highest electronic standards. This paper shows the basics for high-speed gear design and a selection of numerous applications in detailed design and operational needs.
A gear can be defined as a toothed wheel which, when meshed with another toothed wheel with similar configuration, will transmit rotation from one shaft to another. Depending upon the type and accuracy of motion desired, the gears and the profiles of the gear teeth can be of almost any form.
High speed gearing, operating with low viscosity lubricants, is prone to a failure mode called scoring. In contrast to the classic failure modes, pitting and breakage, which generally take time to develop, scoring occurs early in the operation of a gear set and can be the limiting factor in the gear's power capability.
The method of cutting teeth on a cylindrical gear by the hobbing process has been in existence since the late 1800s. Advances have been made over the years in both the machines and the cutting tools used in the process. This paper will examine hob tool life and the many variables that affect it. The paper will cover the state-of-the-art cutting tool materials and coatings, hob tool design characteristics, process speeds and feeds, hob shifting strategies, wear characteristics, etc. The paper will also discuss the use of a common denominator method for evaluating hob tool life in terms of meters (or inches) per hob tooth as an alternative to tool life expressed in parts per sharpening.
This paper presents a unique approach and methodology to define the limits of selection for gear parameters. The area within those limits is called the “area of existence of involute gears” (Ref. 1). This paper presents the definition and construction of areas of existence of both external and internal gears. The isograms of the constant operating pressure angles, contact ratios and the maximum mesh efficiency (minimum sliding) isograms, as well as the interference isograms and other parameters are defined. An area of existence allows the location of gear pairs with certain characteristics. Its practical purpose is to define the gear pair parameters that satisfy specific performance requirements before detailed design and calculations. An area of existence of gears with asymmetric teeth is also considered.
Questions: I have heard the terms "safety factor," "service factor," and "application factor" used in discussing gear design. what are these factors an dhow do they differ from one another? Why are they important?
Bradley University and Winzeler Gear collaborate on the design and development of an urban light vehicle.
Plastic gears are being used increasingly in applications, such as printers, cameras, small household appliances, small power tools, instruments, timers, counters and various other products. Because of the many variables involved, an engineer who designs gear trains on an occasional basis may find the design process to be somewhat overwhelming. This article outlines a systematic design approach for developing injection molded plastic spur and helical gears. The use of a computer program for designing plastic gears is introduced as an invaluable design tool for solving complex gearing equations.
simplified equations for backlash and roll test center distance are derived. Unknown errors in measured tooth thickness are investigate. Master gear design is outlined, and an alternative to the master gear method is described. Defects in the test radius method are enumerated. Procedures for calculating backlash and for preventing significant errors in measurement are presented.
This article presents a new spur gear 20-degree design that works interchangeably with the standard 20-degree system and achieves increased tooth bending strength and hence load carrying capacity.
If a gear system is run continuously for long periods of time—or if the starting loads are very low and within the normal operating spectrum—the effect of the start-up conditions may often be insignificant in the determination of the life of the gear system. Conversely, if the starting load is significantly higher than any of the normal operating conditions, and the gear system is started and stopped frequently, the start-up load may, depending on its magnitude and frequency, actually be the overriding, limiting design condition.
When designing a gear set, engineers usually want the teeth of the gear (Ng) and the pinion (Np) in a "hunting" mesh. Such a mesh or combination is defined as one in which the pinion and the gear do not have any common divisor by a prime number. If a mesh is "hunting," then the pinion must make Np x Ng revolutions before the same pinion tooth meshes with the same gear space. It is often easy to determine if a mesh is hunting by first determining if both the pinion and the gear teeth are divisible by 2,3,5,7,etc. (prime numbers). However, in this age of computerization, how does one program the computer to check for hunting teeth? A simple algorithm is shown below.
The development of a new gear strength computer program based upon the finite element method, provides a better way to calculate stresses in bevel and hypoid gear teeth. The program incorporates tooth surface geometry and axle deflection data to establish a direct relationship between fillet bending stress, subsurface shear stress, and applied gear torque. Using existing software links to other gear analysis programs allows the gear engineer to evaluate the strength performance of existing and new gear designs as a function of tooth contact pattern shape, position and axle deflection characteristics. This approach provides a better understanding of how gears react under load to subtle changes in the appearance of the no load tooth contact pattern.
This paper describes the research and development of the first production gearbox with asymmetric tooth profiles for the TV7-117S turboprop engine. The paper also presents numerical design data related to development of this gearbox.
Although there is plenty of information and data on the determination of geometry factors and bending strength of external gear teeth, the computation methods regarding internal gear design are less accessible. most of today's designs adopt the formulas for external gears and incorporate some kind of correction factors for internal gears. However, this design method is only an approximation because of the differences between internal gears and external gears. Indeed, the tooth shape of internal gears is different from that of external gears. One has a concave curve, while the other has a convex curve.
The latest software for gear design, engineering and manufacturing.
Selection of the number of teeth for each gear in a gear train such that the output to input angular velocity ratio is a specified value is a problem considered by relatively few published works on gear design.
It is widely recognized that the reduction of CO2 requires consistent light-weight design of the entire vehicle. Likewise, the trend towards electric cars requires light-weight design to compensate for the additional weight of battery systems. The need for weight reduction is also present regarding vehicle transmissions. Besides the design of the gearbox housing, rotating masses such as gear wheels and shafts have a significant impact on fuel consumption. The current technology shows little potential of gear weight reduction due to the trade-off between mass optimization and the manufacturing process. Gears are usually forged followed or not by teeth cutting operation.
Engineering design requires many different types of gears and splines. Although these components are rather expensive, subject to direct wear, and difficult to replace, transmissions with gears and splines are required for two very simple reasons: 1) Motors have an unfavorable (disadvantageous) relation of torque to number of revolutions. 2)Power is usually required to be transmitted along a shaft.
How the latest techniques and software enable faster spiral bevel and hypoid design and development.
When a gear set is to be designed for a new application, the minimum size gears with the required capacity are desired. These gears must be capable of meeting the power, speed, ratio, life, and reliability requirements.
Flank breakage is common in a number of cylindrical and bevel gear applications. This paper introduces a relevant, physically based calculation method to evaluate flank breakage risk vs. pitting risk. Verification of this new method through testing is demonstrably shown.
Gear engineers have long recognized the importance of considering system factors when analyzing a single pair of gears in mesh. These factors include important considerations such as load sharing in multi-mesh geartrains and bearing clearances, in addition to the effects of flexible components such as housings, gear blanks, shafts and carriers for planetary geartrains. However, in recent years, transmission systems have become increasingly complex—with higher numbers of gears and components—while the quality requirements and expectations in terms of durability, gear whine, rattle and efficiency have increased accordingly.
Effective gear designs balance strength, durability, reliability, size, weight, and cost. Even effective designs, however, can have the possibility of gear cracks due to fatigue. In addition, truly robust designs consider not only crack initiation, but also crack propagation trajectories. As an example, crack trajectories that propagate through the gear tooth are the preferred mode of failure compared to propagation through the gear rim. Rim failure will lead to catastrophic events and should be avoided. Analysis tools that predict crack propagation paths can be a valuable aid to the designer to prevent such catastrophic failures.
In most transmission systems, one of the main power loss sources is the loaded gear mesh. In this article, the influences of gear geometry parameters on gear efficiency, load capacity, and excitation are shown.
In the field of large power transmission gear units for heavy machine industry, the following two development trends have been highly influential: use of case hardened gears and a branching of the power flow through two or more ways.
While external involute gears are very tolerant of center distance variations, what are the center distance constraints for internal gears?
"Gear Train" is a new Gear Technology section focusing on training and education in the gear industry. For the first installment, we've focused on AGMA's online and video training programs.
"Design for manufacturability" (DFM) is a well-established practice, essential to realizing the successful transformation of concepts into mass-produced gears and motion control devices. And yet, all too often issues that could have been avoided are identified very late in the process that impact production costs and schedules. This suggests that key DFM principles are often underutilized in practice and are not applied consistently - or to the degree necessary - to avoid these negative results.
What is the difference between pressure angle and operating pressure angle?
The use of dimensionless factors to describe gear tooth geometry seems to have a strong appeal to gear engineers. The stress factors I and J, for instance, are well established in AGMA literature. The use of the rack shift coefficient "x" to describe nonstandard gear proportions is common in Europe, but is not as commonly used in the United States. When it is encountered in the European literature or in the operating manuals for imported machine tools, it can be a source of confusion to the American engineer.
The effect of load speed on straight and involute tooth forms is studied using several finite-element models.
Excess lubricant supply in gearing contributes to power loss due to churning as well as the requirements of the lubrication system itself. Normally, a much larger amount of oil than required is used for cooling because so much of it is thrown away by centrifugal force. To lower the amount of lubricant required and reduce those losses, it is necessary to discover the ideal location of the supplying nozzle.
With the right selection of nonstandard center distance and tool shifting, it may be possible to use standard tools to improve the gear set capacity with a considerable reduction in cost when compared to the use of special tools.
Material losses and long production times are two areas of conventional spur and helical gear manufacturing in which improvements can be made. Metalforming processes have been considered for manufacturing spur and helical gears, but these are costly due to the development times necessary for each new part design. Through a project funded by the U.S. Army Tank - Automotive Command, Battelle's Columbus Division has developed a technique for designing spur and helical gear forging and extrusion dies using computer aided techniques.
More and more gear shops are wrestling with the issue of whether or not solid modeling is right for their gear design work. The Q & A Page of The Gear Industry Home Page has had numerous questions asking how to model gears in solid modeling applications such as AutoCAD, Solidworks and Pr/Engineer. Given the problems people have been having, we are presenting the step-by-step process for modeling gears in Pr/Engineer, but first we thought it would be a good idea to explore the question of whether or not you should even try to design gears using Pro/Engineer or any other 3D solid modeling program.
In the design of any new gear drive, the performance of previous similar designs is very carefully considered. In the course of evaluating one such new design, the authors were faced with the task of comparing it with two similar existing systems, both of which were operating quite successfully. A problem arose, however, when it was realized that the bending stress levels of the two baselines differed substantially. In order to investigate these differences and realistically compare them to the proposed new design, a three-dimensional finite-element method (FEM) approach was applied to all three gears.
By increasing the number of gears and the transmission-ratio spread, the engine will run with better fuel efficiency and without loss of driving dynamics. Transmission efficiency itself can be improved by: using fuelefficient transmission oil; optimizing the lubrication systems and pumps; improving shifting strategies and optimizing gearings; and optimizing bearings and seals/gaskets.
The face load factor is one of the most important items for a gear strength calculation. Current standards propose formulae for face load factor, but they are not always appropriate. AGMA 927 proposes a simpler and quicker algorithm that doesn't require a contact analysis calculation. This paper explains how this algorithm can be applied for gear rating procedures.
The main theme of this article is high-capacity, high-speed load gears in a power transmission range between 35 MW and 100 MW for generators and turbo-compressors driven by gas or steam turbines.
In a modern truck, the gear teeth are among the most stressed parts. Failure of a tooth will damage the transmission severely. Throughout the years, gear design experience has been gained and collected into standards such as DIN (Ref. 1) or AGMA (Ref. 2). Traditionally two types of failures are considered in gear design: tooth root bending fatigue, and contact fatigue. The demands for lighter and more silent transmissions have given birth to new failure types. One novel failure type, Tooth Interior Fatigue Fracture (TIFF), has previously been described by MackAldener and Olsson (Refs. 3 & 4) and is further explored in this paper.
Involute Curve Fundamentals. Over the years many different curves have been considered for the profile of a gear tooth. Today nearly every gear tooth uses as involute profile. The involute curve may be described as the curve generated by the end of a string that is unwrapped from a cylinder. (See Fig. 1) The circumference of the cylinder is called the base circle.
Calculation of gear tooth flexibility is of interest for at least two reasons: (a) It controls, at least in part, the vibratory properties of a transmission system hence, fatigue resistance and noise: (b) it controls load sharing in multiple tooth contact.
Modern gear design is generally based on standard tools. This makes gear design quite simple (almost like selecting fasteners), economical, and available for everyone, reducing tooling expenses and inventory. At the same time, it is well known that universal standard tools provide gears with less than optimum performance and - in some cases - do not allow for finding acceptable gear solutions. Application specifies, including low noise and vibration, high density of power transmission (lighter weight, smaller size) and others, require gears with nonstandard parameters. That's why, for example, aviation gear transmissions use tool profiles with custom proportions, such as pressure angle, addendum, and whole depth. The following considerations make application of nonstandard gears suitable and cost-efficient:
The contact lines of a pair of helical gears move diagonally on the engaged tooth faces and their lengths consequently vary with the rotation of the gears.
Traditionally, a worm or a multi-stage gear box has been used when a large speed ratio is required. However, such boxes will become obsolete as size and efficiency become increasingly important considerations for a modern transmission. The single-enveloped worm gear has a maximum speed ratio of only 40 to 60. Its efficiency is only 30 to 60 per cent. The necessity of using bronze for the worm gear and grinding nitoalloy steel for the worm drives up material and manufacturing costs.
In our last issue, the labels on the drawings illustrating "Involutometry" by Harlan Van Gerpan and C. Kent Reece were inadvertently omitted. For your convenience we have reproduced the corrected illustrations here. We regret any inconvenience this may have caused our readers.
In this paper a new method for the introduction of optimal modifications into gear tooth surfaces - based on the optimal corrections of the profile and diameter of the head cutter, and optimal variation of machine tool settings for pinion and gear finishing—is presented. The goal of these tooth modifications is the achievement of a more favorable load distribution and reduced transmission error. The method is applied to face milled and face hobbed hypoid gears.
A series of bench-top experiments was conducted to determine the effects of metallic debris being dragged through meshing gear teeth. A test rig that is typically used to conduct contact fatigue experiments was used for these tests. Several sizes of drill material, shim stock and pieces of gear teeth were introduced and then driven through the meshing region. The level of torque required to drive the “chip” through the gear mesh was measured. From the data gathered, chip size sufficient to jam the mechanism can be determined.
Today's high technology hobs are visible different from their predecessors. Gear hobs have taken on a different appearance and function with present day technology and tool and material development. This article shows the newer products being offered today and the reasons for investigating their potential for use in today's modern gear hobbers, where cost reduction and higher productivity are wanted.
To mechanical engineers, the strength of gear teeth is a question of constant recurrence, and although the problem to be solved is quite elementary in character, probably no other question could be raised upon which such a diversity of opinion exists, and in support of which such an array of rules and authorities might be quoted. In 1879, Mr. John H. Cooper, the author of a well-known work on "Belting," made an examination of the subject and found there were then in existence about forty-eight well-established rules for horsepower and working strength, sanctioned by some twenty-four authorities, and differing from each other in extreme causes of 500%. Since then, a number of new rules have been added, but as no rules have been given which take account of the actual tooth forms in common use, and as no attempt has been made to include in any formula the working stress on the material so that the engineer may see at once upon what assumption a given result is based, I trust I may be pardoned for suggesting that a further investigation is necessary or desirable.
This article describes a method of obtaining gear tooth profiles from the geometry of the rack (or hob) that is used to generate the gear. This method works for arbitrary rack geometries, including the case when only a numerical description of the rack is available. Examples of a simple rack, rack with protuberances and a hob with root chamfer are described. The application of this technique to the generation of boundary element meshes for gear tooth strength calculation and the generation of finite element models for the frictional contact analysis of gear pairs is also described.
This is the final part of a three-part series on the basics of gear lubrication. It covers selection of lubricant types and viscosities, the application of lubricants, and a case history
The following excerpt is from the Revised Manual of Gear Design, Section III, covering helical and spiral gears. This section on helical gear mathematics shows the detailed solutions to many general helical gearing problems. In each case, a definite example has been worked out to illustrate the solution. All equations are arranged in their most effective form for use on a computer or calculating machine.
A universal gear is one generated by a common rack on a cylindrical, conical, or planar surface, and whose teeth can be oriented parallel or skewed, centered, or offset, with respect to its axes. Mating gear axes can be parallel or crossed, non-intersecting or intersecting, skewed or parallel, and can have any angular orientation (See Fig.1) The taper gear is a universal gear. It provides unique geometric properties and a range of applications unmatched by any other motion transmission element. (See Fig.2) The taper gear can be produced by any rack-type tool generator or hobbing machine which has a means of tilting the cutter or work axis and/or coordinating simultaneous traverse and infeed motions.
In many gear transmissions, a tooth load on one flank is significantly higher and is applied for longer periods of time than for the opposite one; an asymmetric tooth shape reflects this functional difference. This paper describes an approach that rationalizes the degree of asymmetry (or asymmetry factor K) selection to meet a variety of operating conditions and requirements for custom gear drives.
The following excerpt is from the Revised Manual of Gear Design, Section III, covering helical and spiral gears. This section on helical gear mathematics shows the detailed solutions to many general helical gearing problems. In each case, a definite example has been worked out to illustrate the solution. All equations are arranged in their most effective form for use on a computer or calculating machine.
What follows is Part 2 of a three-part article covering the principles of gear lubrication. Part 2 gives an equation for calculating the lubricant film thickness, which determines whether the gears operate in the boundary, elastohydrodynamic, or full-film lubrication regime. An equation for Blok's flash temperature, which is used for predicting the risk of scuffing, is also given.
In this paper, an accurate FEM analysis has been done of the “true” stress at tooth root of spur gears in the function of the gear geometry. The obtained results confirm the importance of these differences.
One of the most effective methods in solving the edge loading problem due to excess misalignment and deflection in aerospace actuation gearing is to localize tooth-bearing contact by crowning the teeth. Irrespective of the applied load, if the misalignment and/or deflection are large enough to cause the contact area to reduce to zero, the stress becomes large enough to cause failure. The edge loading could cause the teeth to break or pit, but too much crowning may also cause the teeth to pit due to concentrated loading. In this paper, a proposed method to localize the contact bearing area and calculate the contact stress with crowning is presented and demonstrated on some real-life examples in aerospace actuation systems.
The south-pointing chariot exhibited at the Smithsonian Institution, Washington, D.C., (circa 2600 BC)is shown in Fig. 1. Although the mechanism is ancient, it is by no means either primitive or simplistic. The pin-tooth gears drive a complex system, wherein the monk on the top of the chariot continues to point in a preset direction, no matter what direction the vehicle in moved, without a slip of the wheels.(1)
The load carrying behavior of gears is strongly influenced by local stress concentrations in the tooth root and by Hertzian pressure peaks in the tooth flanks produced by geometric deviations associated with manufacturing, assembly and deformation processes. The dynamic effects within the mesh are essentially determined by the engagement shock, the parametric excitation and also by the deviant tooth geometry.
The geometry factor, which is a fundamental part of the AGMA strength rating of gears, is currently computed using the Lewis parabola which allows computation of the Lewis form factor.(1) The geometry factor is obtained from this Lewis factor and load sharing ratio. This method, which originally required graphical construction methods and more recently has been computerized, works reasonably well for external gears with thick rims.(2-6) However, when thin rims are encountered or when evaluating the strength of internal gears, the AGMA method cannot be used.
The use of dimensionless factors to describe gear tooth geometry seems to have a strong appeal to gear engineers. The stress factors I and J, for instance, are well established in AGMA literature. The use of the rack shift coefficient "x" to describe nonstandard gear proportions is common in Europe, but is not as commonly used in the United States. When it is encountered in the European literature or in the operating manuals for imported machine tools, it can be a source of confusion to the American engineer.
Computers are everywhere. It's gotten so that it's hard to find an employee who isn't using one in the course of his or her day - whether he be CEO or salesman, engineer or machinist. Everywhere you look, you find the familiar neutral-colored boxes and bright glowing screens. And despite the gear industry's traditional reluctance to embrace new technology, more and moe of what you find on those screens are gears.
There are three distinct gear types in angle drives. The most commonly used are bevel and worm drives. Face gear drives are the third alternative.
A major source of helicopter cabin noise (which has been measured at over 100 decibels sound pressure level) is the gear box. Reduction of this noise is a NASA and U.S. Army goal.
Consisting of only a ring gear b meshing with one or two planets a, a carrier H and an equal velocity mechanism V, a KHV gearing(Fig. 1) is compact in structure, small in size and capable of providing a large speed ratio. For a single stage, its speed ratio can reach up to 200, and its size is approximately 1/4 that of a conventional multi-stage gear box.
In this article, a new tip relief profile modification for spur gears is presented. The topography proposed here is a classical linear profile modification with a parabolic fillet.
Three experts tackle the question of profile shift in this issue's edition of "Ask the Expert."
The complete and accurate solution t the contact problem of three-dimensional gears has been, for the past several decades, one of the more sought after, albeit elusive goals in the engineering community. Even the arrival on the scene in the mid-seventies of finite element techniques failed to produce the solution to any but the most simple gear contact problems.
This article discusses the relationships among the fillet stress on a thin rim planet gear, the radial clearance between the gear rim and the gear shaft, the tooth load, the rim thickness, the radius of curvature of the center line of the rim, the face width and the module.
An offshore jack-up drilling rig is a barge upon which a drilling platform is placed. The barge has legs that can be lowered to the sea floor to support the rig. Then the barge can be “jacked up” out of the water, providing a stable work platform from which to drill for oil and gas. Jack-up drilling rigs were first introduced in the late 1950s. Rack-and- pinion-type jack-up units were introduced soon after that and have dominated the industry ever since.
This paper describes the investigation of a steel-and-plastic gear transmission and presents a new hypothesis on the governing mechanism in the wear of plastic gears.
A graphical procedure for selecting optimum combinations of profile and lead modifications.
A very important parameter when designing a gear pair is the maximum surface contact stress that exists between two gear teeth in mesh, as it affects surface fatigue (namely, pitting and wear) along with gear mesh losses. A lot of attention has been targeted to the determination of the maximum contact stress between gear teeth in mesh, resulting in many "different" formulas. Moreover, each of those formulas is applicable to a particular class of gears (e.g., hypoid, worm, spiroid, spiral bevel, or cylindrical - spur and helical). More recently, FEM (the finite element method) has been introduced to evaluate the contact stress between gear teeth. Presented below is a single methodology for evaluating the maximum contact stress that exists between gear teeth in mesh. The approach is independent of the gear tooth geometry (involute or cycloid) and valid for any gear type (i.e., hypoid, worm, spiroid, bevel and cylindrical).
One of the best ways to learn the ISO 6336 gear rating system is to recalculate the capacity of a few existing designs and to compare the ISO 6336 calculated capacity to your experience with those designs and to other rating methods. For these articles, I'll assume that you have a copy of ISO 6336, you have chosen a design for which you have manufacturing drawings and an existing gear capacity calculation according to AGMA 2001 or another method. I'll also assume that you have converted dimensions, loads, etc. into the SI system of measurement.
In his Handbook of Gear Design (Ref.1), Dudley states (or understates): "The best gear people around the world are now coming to realize that metallurgical quality is just as important as geometric quality." Geometric accuracy without metallurgical integrity in any highly stressed gear or shaft would only result in wasted effort for all concerned - the gear designer, the manufacturer, and the customer - as the component's life cycle would be prematurely cut short. A carburized automotive gear or shaft with the wrong surface hardness, case depth or core hardness may not even complete its basic warranty period before failing totally at considerable expense and loss of prestige for the producer and the customer. The unexpected early failure of a large industrial gear or shaft in a coal mine or mill could result in lost production and income while the machine is down since replacement components may not be readily available. Fortunately, this scenario is not common. Most reputable gear and shaft manufacturers around the world would never neglect the metallurgical quality of their products.
This paper reviews the necessity for detailed specification, design and manufacture to achieve required performance in service. The precise definition of duty rating and a thorough understanding of the environmental conditions, whether it is in a marine or industrial application, is required to predict reliable performance of a gearbox through its service life. A case study relating to complex marine gears and other general practice is presented to review the techniques used by Allen Gears to design and develop a gearbox that integrates with the requirements of the whole machinery installation. Allen Gears has considerable experience in the design of a variety of industrial and marine gears(Ref. 1,2).
Plastic gears and transmissions require a different design approach than metal transmissions. Different tools are available to the plastic transmission designer for optimizing his geared product, and different requirements exist for inspection and testing. This paper will present some of the new technology available to the plastic gear user, including design, mold construction, inspection, and testing of plastic gears and transmissions.
Gear design and specification are not one and the same. They are the first two steps in making a gear. The designer sits down and mathematically defines the gear tooth, working with the base pitch of the gear, the pressure angle he wants to employ, the number of teeth he wants, the lead, the tooth thickness, and the outside, form and root diameters. With these data, the designer can create a mathematical model of the gear. At this stage, he will also decide whether the gear will be made from existing cutting tools or whether new tools will be needed, what kind of materials he will use, and whether or not he will have the gear heat treated and finished.
Transmission errors, axial shuttling forces and friction result in bearing forces that serve as the major excitations of gear noise. This paper will use these factors as well as gear stresses and tribological factors to assist in obtaining optimal gear designs.
Bending stress evaluation in modern gear design is generally based on the more-than-one-hundred-year-old Lewis equation.
A common design goal for gears in helicopter or turboprop power transmission is reduced weight. To help meet this goal, some gear designs use thin rims. Rims that are too thin, however, may lead to bending fatigue problems and cracks. The most common methods of gear design and analysis are based on standards published by the American Gear Manufacturers Association. Included in the standards are rating formulas for gear tooth bending to prevent crack initiation (Ref. 1). These standards can include the effect of rim thickness on tooth bending fatigue (Ref 2.). The standards, however, do not indicate the crack propagation path or the remaining life once a crack has started. Fracture mechanics has developed into a useful discipline for predicting strength and life of cracked structures.
In principal, the design of internal helical gear teeth is the same as that for external helical gears. Any of the basic rack forms used for external helical gears may be applied to internal helical gears. The internal gear drive, however, has several limitations; not only all those which apply to external gears, but also several others which are peculiar to internal gears. As with external gears, in order to secure effective tooth action, interferences must be avoided. The possible interferences on an internal gear drive are as follows: 1. Involute interference. To avoid this, all of the working profile of the internal tooth must be of involute form.
Computer programs have been developed to completely design spur and helical gear shaper cutters starting from the specifications of the gear to be cut and the type of gear shaper to be used. The programs generate the working drawing of the cutter and, through the use of a precision plotter, generate enlarge scaled layouts of the gear as produced by the cutter and any other layouts needed for its manufacture.
Design innovation, superior engineering properties, high end-market visibility and sustainability distinguish the winners of the 2011 Design Excellence awards, the annual powder metallurgy (PM) design competition sponsored by the Metal Powder Industries Federation.
Spur gear endurance tests were conducted to investigate the surface pitting fatigue life of noninvolute gears with low numbers of teeth and low contact ratios for the use in advanced application. The results were compared with those for a standard involute design with a low number of teeth. The gear pitch diameter was 8.89 cm (3.50 in.) with 12 teeth on both gear designs. Test conditions were an oil inlet temperature of 320 K (116 degrees F), a maximum Hertz stress of 1.49 GPa (216 ksi), and a speed of 10,000 rpm. The following results were obtained: The noninvolute gear had a surface pitting fatigue life approximately 1.6 times that of the standard involute gear of a similar design. The surface pitting fatigue life of the 3.43-pitch AISI 8620 noninvolute gear was approximately equal to the surface pitting fatigue life of an 8-pitch, 28-tooth AISI 9310 gear at the same load, but at a considerably higher maximum Hertz stress.
QuesTek Innovations LLC is applying its Materials by Design computational design technology to develop a new class of high-strength, secondary hardening gear steels that are optimized for high-temperature, low-pressure (i.e., vacuum) carburization. The new alloys offer three different levels of case hardness (with the ability to “dial-in” hardness profiles, including exceptionally high case hardness), and their high core strength, toughness and other properties offer the potential to reduce drivetrain weight or increase power density relative to incumbent alloys such as AISI 9310 or Pyrowear Alloy 53.
This article discusses an application driven approach to the computer-aided sizing of spur gear teeth. The methodology is bases on the index of tooth loading and environment of application of the gear. It employs handbook knowledge and empirical information to facilitate the design process for a novice. Results show that the approach is in agreement with the textbook data. However, this technique requires less expert knowledge to arrive at the conclusion. The methodology has been successfully implemented as a gear tooth sizing module of a parallel axis gear drive expert system.
The following is a general overview of some of the different factors that lead to the specific design. and the selection of the correct tool for a given hobbing application.
A single tooth bending (STB) test procedure has been developed to optimally map gear design parameters. Also, a test program on case-carburized, aerospace standard gears has been conceived and performed in order to appreciate the influence of various technological parameters on fatigue resistance and to draw the curve shape up to the gigacycle region.
Designers are constantly searching for ways to reduce rotocraft drive system weight. Reduced weight can increase the payload, performance, or power density of current and future systems. One example of helicopter transmission weight reduction was initiated as part of the United States Army Advanced Rotocraft Transmission program. This example used a split-torque, face-gear configuration concept (Ref. 1). compared to a conventional design with spiral-bevel gears, the split-torque, face-gear design showed substantial weight savings benefits. Also, the use of face gears allows a wide-range of possible configurations with technical and economic benefits (Ref. 2).
Oliver E Saari was an engineer with two great professional loves in his life - writing and gear design, and he was devoted to each in their turn. The same original thinking that informed his fiction, giving life to tales of space exploration, the evolution of man, and many other topics, let him to become one of the great pioneers in gear design.
Since size and efficiency are increasingly important considerations in modern machinery, the trend is gear design is to use planetary gearing instead of worm gearing and multi-stage gear boxes. Internal gearing is an important part of most of planetary gear assemblies. In external gearing, if the gears are standard (of no-modified addenda), interference rarely happens. But in an internal gearing, especially in some new types of planetary gears, such as the KHV planetary, the Y planetary, etc., (1) various types of interference may occur. Therefore, avoiding interference is of significance for the design of internal gearing.
The goal of gear drive design is to transit power and motion with constant angular velocity. Current trends in gear drive design require greater load carrying capacity and increased service life in smaller, quieter, more efficient gearboxes. Generally, these goals are met by specifying more accurate gears. This, combined with the availability of user-friendly CNC gear grinding equipment, has increased the use of ground gears.
Composite spur gears were designed, fabricated and tested at NASA Glenn Research Center. The composite web was bonded only to the inner and outer hexagonal features that were machined from an initially all-metallic aerospace quality spur gear. The hybrid gear was tested against an all-steel gear and against a mating hybrid gear. Initial results indicate that this type of hybrid design may have a dramatic effect on drive system weight without sacrificing strength.
There are numerous engineering evaluations required to design gear sets for optimum performance with regard to torque capacity, noise, size and cost. How much cost savings and added gear performance is available through optimization? Cost savings of 10% to 30% and 100% added capacity are not unusual. The contrast is more pronounced if the original design was prone to failure and not fit for function.
The effort described in this paper addresses a desire in the gear industry to increase power densities and reduce costs of geared transmissions. To achieve these objectives, new materials and manufacturing processes, utilized in the fabrication of gears, and being evaluated. In this effort, the first priority is to compare the performance of gears fabricated using current materials and processes. However, once that priority is satisfied, it rapidly transforms to requiring accurate design data to utilize these novel materials and processes. This paper describes the effort to address one aspect of this design data requirement.
The selection of the proper steel for a given gear application is dependent on many factors. This paper discusses the many aspects related to material, design, manufacture, and application variables. The results of several studies on the optimization of alloy design for gas- and plasma- carburization processing and reviewed.
Most gear cutting shops have shelves full of expensive tooling used in the past for cutting gears which are no longer in production. It is anticipated that these cutters will be used again in the future. While this may take place if the cutters are "standard," and the gears to be cut are "standard," most of the design work done today involves high pressure angle gears for strength, or designs for high contact ratio to reduce noise. The re-use of a cutter under these conditions requires a tedious mathematical analysis, which is no problem if a computer with the right software is available. This article describes a computerized graphical display which provides a quick analysis of the potential for the re-use of shaving cutters stored in a computer file.
Three years ago, coated gears seemed to be the perfect solution for the Micro Marine Corporation. The early designs for the gear drive of their MicroCAT human-powered boat used a combination of thin-film dry gear coatings with lubrication and wear-resistance properties. These coatings simplified their design, provided corrosion resistance, made the gear drive environmentally safe and eliminated the need for gear drive lubrication and maintenance. It was a success story in the making.
Gears are designed to be manufactured, processed and used without failure throughout the design life of the gear. One of INFAC's objectives (*see p.24) is to help manufacture of gears to optimize performance and life. One way to achieve this is to identify failure mechanisms and then devise strategies to overcome them by modifying the manufacturing parameters.
This book is written for those among us, with or without a technical background, who have an occasional need to use, purchase or specify gears. The author assumes an audience that is not made up of experienced gear designers, but of people who do need to have a basic understanding of the criteria used by the designer. The subjects covered include not only the gears themselves, but their manufacturing methods, the systems that contain them and the terms used to describe them.
If you make hardened gears and have not seen any micropitting, then you haven’t looked closely enough. Micropitting is one of the modes of failure that has more recently become of concern to gear designers and manufacturers. Micropitting in itself is not necessarily a problem, but it can lead to noise and sometimes other more serious forms of failure. Predicting when this will occur is the challenge facing designers.
The objective, according to Dr.- Ing. Hansjörg Geiser, head of development and design for gear machines at Liebherr, was to develop and design a combined turning and hobbing machine in which turning, drilling and hobbing work could be carried out in the same clamping arrangement as the hobbing of the gearings and the subsequent chamfering and deburring processes.
Surface-hardened, sintered powder metal gears are increasingly used in power transmissions to reduce the cost of gear production. One important problem is how to design with surface durability, given the porous nature of sintered gears. Many articles have been written about mechanical characteristics, such as tensile and bending strength, of sintered materials, and it is well-known that the pores existing on and below their surfaces affect their characteristics (Refs. 1-3). Power transmission gears are frequently employed under conditions of high speed and high load, and tooth surfaces are in contact with each other under a sliding-rolling contact condition. Therefore it is necessary to consider not only their mechanical, but also their tribological characteristics when designing sintered gears for surface durability.
An engineer's responsibility for verifying a new design or product concept as manufacturable early in the development cycle is a tough challenge. What appears to work on a blueprint or in a three-dimensional CAD file on a computer screen many not work on the factory floor; and the downstream impact on the manufacturing process of an undetected design flaw can be enormous. Costs can run into the millions.
Material selection can play an important role in the constant battle to reduce gear noise. Specifying tighter dimensional tolerances or redesigning the gear are the most common approaches design engineers take to minimize noise, but either approach can add cost to the finished part and strain the relationship between the machine shop and the end user. A third, but often overlooked, alternative is to use a material that has high noise damping capabilities. One such material is cast iron.
Richard Spens has been rebuilding antique machine tools for nearly a decade. He is drawn to the ornate architecture and fascinated by the open design that allows you to see inside a machine as it operates. "Working with machines has been a lifelong thing with me," said Spens, now a design engineer. "I started building steam engines when I was 10 years old." What he's working on now, however, is bigger than any steam engine or machine tool. In rural Livonia, Michigan, Spens is converting an old dairy barn into an accurate recreation of a turn-of-the-century, belt driven gear shop. It's an outgrowth of his interest in antique machine tools and, he feels, a way to stem the tide that is costing America so many manufacturing and skilled trade jobs.
The connection between transmission error, noise and vibration during operation has long been established. Calculation methods have been developed to describe the influence so that it is possible to evaluate the relative effect of applying a specific modification at the design stage. These calculations enable the designer to minimize the excitation from the gear pair engagement at a specific load. This paper explains the theory behind transmission error and the reasoning behind the method of applying the modifications through mapping surface profiles and determining load sharing.
Modern manufacturing processes have become an ally of the product designer in producing higher quality, higher performing components in the transportation industry. This is particularly true in grinding systems where the physical properties of CBN abrasives have been applied to improving cycle times, dimensional consistency, surface integrity and overall costs. Of these four factors, surface integrity offers the greatest potential for influencing the actual design of highly stressed, hardened steel components.
This paper shows an experimental study on the fatigue lifetime of high-heat polyamide (Stanyl) gears running in oil at 140°C. Based on previous works (Refs. 1–2), an analysis is made correcting for tooth bending and calculating actual root stresses. A comparison with tensile bar fatigue data for the same materials at 140°C shows that a good correlation exists between gear fatigue data and tensile bar fatigue data. This insight provides a solid basis for gear designers to design plastic gears using actual material data.
In this paper, the potential for geometrical cutting simulations - via penetration calculation to analyze and predict tool wear as well as to prolong tool life - is shown by means of gear finish hobbing. Typical profile angle deviations that occur with increasing tool wear are discussed. Finally, an approach is presented here to attain improved profile accuracy over the whole tool life of the finishing hob.
Although a cell is dedicated to produce a single part family, it must have the requisite equipment capabilities, routing flexibility, cross-trained employees and, to the extent possible, minimal external process dependencies. Cells are often implemented in job shops since they provide the operational benefits of flowline production.
Columbus' first voyage to the Americas is not the only anniversary worthy of celebration this year. In 1892, on October 15, Wilfred Lewis gave an address to the Engineer's Club of Philadelphia, whose significance, while not as great as that of Columbus' voyage, had important results for the gearing community. In this address, Lewis first publicly outlined his formula for computing bending stress in gear teeth, a formula still in use today.
In high precision and heavily loaded spur gears, the effect of gear error is negligible, so the periodic variation of tooth stiffness is the principal cause of noise and vibration. High contact ration spur gears can be used to exclude or reduce the variation of tooth stiffness.
The palette of thermoplastic materials for gears has grown rapidly, as have the applications themselves. Designers need to be aware of key properties and attributes in selecting the right material.
More strength, less noise. Those are two major demands on gears, including bevel and hypoid gears.
Curvic Couplings were first introduced in 1942 to meet the need for permanent couplings and releasing couplings (clutches), requiring extreme accuracy and maximum load carrying capacity, together with a fast rate of production. The development of the Curvic Coupling stems directly from the manufacture of Zerol and spiral bevel gears since it is made on basically similar machines and also uses similar production methods. The Curvic Coupling can therefore lay claim to the same production advantages and high precision associated with bevel gears.
If you want to find the secrets of the universe, think in terms of energy, frequency and vibration. — Nikola Tesla
Worm gearing is of great antiquity, going back about 2100 years to Archimedes, who is generally acknowledged as its inventor. Archimedes' concept used an Archimedial spiral to rotate a toothed wheel. Development of the worm gearing principle progressed along conventional lines until about 500 years ago when Leonardo DaVinci evolved the double enveloping gear concept.
Job shops may be ill-advised to undertake a complete reorganization into FLEAN (Flexible and Lean) cells. A FLEAN cell would (i) be flex-ible enough to produce any and all orders for parts that belong in a specific part family and (ii) utilize lean to the maximum extent possible to eliminate waste.
Bevel gears must be assembled in a specific way to ensure smooth running and optimum load distribution between gears. While it is certainly true that the "setting" or "laying out" of a pair of bevel gears is more complicated than laying out a pair of spur gears, it is also true that following the correct procedure can make the task much easier. You cannot install bevel gears in the same manner as spur and helical gears and expect them to behave and perform as well; to optimize the performance of any two bevel gears, the gears must be positioned together so that they run smoothly without binding and/or excessive backlash.
Since the design of involute splines and their manufacture requires considerable knowledge, not only of the basic properties of the involute profile, but also of various other elements which affect the spline fit and the sometimes complex principles underlying manufacturing and checking equipment, the question is frequently raised as to why the involute profile is given preference in designing splines over the seemingly simpler straight sided tooth profile.
Friction weighs heavily on loads that the supporting journals of gear trains must withstand. Not only does mesh friction, especially in worm gear drives, affect journal loading, but also the friction within the journal reflects back on the loads required of the mesh itself.
Industrial gear standards have been used to support reliability through the specification of requirements for design, manufacturing and verification. The consensus development of an international wind turbine gearbox standard is an example where gear products can be used in reliable mechanical systems today. This has been achieved through progressive changes in gear technology, gear design methods and the continual development and refinement of gearbox standards.
Load-carrying capacity of gears, especially the surface durability, is influenced by their tooth surface roughness in addition to their tooth profiles and tooth traces.
If someone were to tell you that he had a gear material that was stronger per pound than aluminum, as wear-resistant as steel, easier to machine than free-machining steel and capable of producing gears domestically for 20% less than those now cut from foreign made forgings, would you consider that material to be "high tech"? Probably. Well, throw out all the pre-conceived notions that you may have had about "high tech" materials. The high-performance material they didn't teach you about in school is austempered ductile iron (ADI).
The proper design or selection of gear cutting tools requires thorough and detailed attention from the tool designer. In addition to experience, intuition and practical knowledge, a good understanding of profile calculations is very important.
This article summarizes the use of laboratory fatigue data for bearings and gears coupled with probabilistic life prediction and EHD theories to predict the life and reliability of a commercial turboprop gearbox.
Helical gear pairs with narrow face width can be theoretically classified into three categories over the contact ration domain whose abscissa is the transverse contact ration and whose ordinate is the overlap contact ratio. There is a direct relation between vibration magnitude and shaft parallelism deviation. To clarify the effect of the tooth deviation types on the vibration behavior of helical gear pairs, performance diagrams on vibration are introduced. the acceleration levels of gear pairs are shown by contour lines on the contact ratio domain. Finally, the performance of gears with bias-in and bias-out modifications is discussed considering the effect of the shaft parallelism deviation with use of the developed simulator on a helical gear unit. It becomes clear that there is an asymmetrical feature on the relation between the vibration magnitude of a gear pair and the direction of each deviation.
For a long time, relatively high noise levels have been generally accepted for industrial gear units in the 10-100 kW power range. However, due to changing environmental awareness - both in and around industrial sites - customers expectations have moved drastically towards low noise as a key differentiating factor.
This article presents some of the findings of cutting investigations at WZL in which the correlation of cutting parameters, cutting materials, tool geometry and tool life have been determined.
Interesting gear factoids discovered wasting time on the Net while pretending to be working...The first four-function mechanical calculator was built by the mathematician Gottfried Leibniz in 1694. While not commercially available for nearly 200 years, the design was the basis of many such calculators until well into this century.
The Internet. Big deal. Now that you've dialed up weird politics.com, http://www.Elvis sightings and alt.naughty bits, what's online that's useful? Anything that would make your job easier, answer important questions, solve tough design problems? Information about, say, gearing? Is there anything out there in cyberspace worth the expense and hassle of going after?
Standards are unlike gears themselves: mundane, but complex, ubiquitous and absolutely vital. Standards are a lingua franca, providing a common language with reference points for evaluating product reliability and performance for manufacturers and users. The standards development process provides a scientific forum for discussion of product design, materials and applications, which can lead to product improvement. Standards can also be a powerful marketing tool for either penetrating new markets or protecting established ones.
There's nothing like a new year - with the possible exception of birthdays ending in zero - to remind one of the passage of time. Keeping track of time has always been part of the brief of the gear engineer. One of the earliest gear assemblies is the remains of the Antikythera machine, a calendar/calculator dating from the first century B.C. Until the industrial revolution, clock makers and gear designers were usually the same people.
There are many different causes of gear noise, all of them theoretically preventable. Unfortunately, the prevention methods can be costly, both in equipment and manpower. If the design of the gear and its application are appropriate, in theory all that is necessary is to have a tight control on the process of producing the finished gear. In reality, there are many variables that can cause a process, no matter how well-controlled, to deteriorate, and thus cause errors, some of which will cause a gear to produce unwanted noise when put to use.
What Is Whisker-Reinforced Ceramic? Whisker-reinforced ceramic as applied to cutting tool inserts comprises a matrix of aluminum oxide into which approximately 50% by volume of high-purity silicon carbide "whiskers" are randomly dispersed. The "whiskers" are, in fact, single crystals having dimensions of approximately 0.6 microns in diameter x 10-80 microns in length. These "whiskers" have a tensile strength on the order of 1,000,000 psi (690 MPa). The composite material that is the best known and most widely applied using this technology is designated WG-300 and manufactured by the Greenleaf Corporation of Saegertown, PA.
A few months ago at the AGMA management seminar, I was surprised by the feverish note taking that went on at a presentation on marketing. The sight reminded me that while many of us in the gear industry are good engineers, designers, and mangers, we are often not as familiar - or comfortable - with less concrete concepts, such as marketing.
One of our readers in England has asked for our help in locating published technical data and information on the design, manufacture, and inspection of camshaft gears. Although millions of these gears have been made and are in constant use, we are not aware of any formal material having been published. We would be pleased to hear from anyone who had knowledge of such information.
An analytical method is presented to predict the shifts of the contact ellipses on spiral bevel gear teeth under load. The contact ellipse shift is the motion of the point to its location under load. The shifts are due to the elastic motions of the gear and pinion supporting shafts and bearings. The calculations include the elastic deflections of the gear shafts and the deflections of the four shaft bearings. The method assumes that the surface curvature of each tooth is constant near the unloaded pitch point. Results from these calculations will help designers reduce transmission weight without seriously reducing transmission performance.
Shot peening is widely recognized as a prove, cost-effective process to enhance the fatigue characteristics of metal parts and eliminate the problems of stress corrosion cracking. Additional benefits accrue in the areas of forming and texturizing. Though shot peening is widely used today, the means of specifying process parameters and controlling documents for process control are not widely understood. Questions regarding shot size, intensity, and blueprint specification to assure a high quality and repeatable shot peening process are continually asked by many design and materials engineers. This article should answer many of the questions frequently asked by engineering professionals and to further assist companies interested in establishing a general shot peening specification.
The quality of gearing is a function of many factors ranging from design, manufacturing processes, machine capability, gear steel material, the machine operator, and the quality control methods employed. This article discusses many of the bevel gear manufacturing problems encountered by gear manufacturers and some of the troubleshooting techniques used.
In Part I differences in pitting ratings between AGMA 218, the draft ISO standard 6336, and BS 436:1986 were examined. In this part bending strength ratings are compared. All the standards base the bending strength on the Lewis equation; the ratings differ in the use and number of modification factors. A comprehensive design survey is carried out to examine practical differences between the rating methods presented in the standards, and the results are shown in graphical form.
There are different types of spiral bevel gears, based on the methods of generation of gear-tooth surfaces. A few notable ones are the Gleason's gearing, the Klingelnberg's Palloid System, and the Klingelnberg's and Oerlikon's Cyclo Palliod System. The design of each type of spiral bevel gear depends on the method of generation used. It is based on specified and detailed directions which have been worked out by the mentioned companies. However, there are some general aspects, such as the concepts of pitch cones, generating gear, and conditions of force transmissions that are common for all types of spiral bevel gears.
The aim of this article is to show a practical procedure for designing optimum helical gears. The optimization procedure is adapted to technical limitations, and it is focused on real-world cases. To emphasize the applicability of the procedure presented here, the most common optimization techniques are described. Afterwards, a description of some of the functions to be optimized is given, limiting parameters and restrictions are defined, and, finally, a graphic method is described.
In this issue of Gear Technology, we are focusing on using computers to their greatest advantage in gear design and manufacturing. In a sense, that's old news. It's a cliche to suggest that computers make our work life easier and more productive. No company that wishes to remain competitive in today's global manufacturing environment can afford to be without computers in all their manifestations. We need them in the office; we need them next to our desks in place of drafting boards; we need them on the shop floor.
Back in the days when our great, great, great, etc., grandaddies were designing gears, one of the most common materials in use was wood. For fairly obvious reasons, we don't see too many wooden gears around anymore. But there are a few.
A study of AGMA 218, the draft ISO standard 6336, and BS 436: 1986 methods for rating gear tooth strength and surface durability for metallic spur and helical gears is presented. A comparison of the standards mainly focuses on fundamental formulae and influence factors, such as the load distribution factor, geometry factor, and others. No attempt is made to qualify or judge the standards other than to comment on the facilities or lack of them in each standard reviewed. In Part I a comparison of pitting resistance ratings is made, and in the subsequent issue, Part II will deal with bending stress ratings and comparisons of designs.
Increasingly gear designers and product engineers are capitalizing on the economic advantages of powder metallurgy (P/M) for new and existing gear applications. Powder metal gears are found in automobiles, outdoor power equipment transmissions and office machinery applications as well as power hand tools, appliances and medial components.
Ausforming, the plastic deformation of heat treatment steels in their metastable, austentic condition, was shown several decades ago to lead to quenched and tempered steels that were harder, tougher and more durable under fatigue-type loading than conventionally heat-treated steels. To circumvent the large forces required to ausform entire components such as gears, cams and bearings, the ausforming process imparts added mechanical strength and durability only to those contact surfaces that are critically loaded. The ausrolling process, as utilized for finishing the loaded surfaces of machine elements, imparts high quality surface texture and geometry control. The near-net-shape geometry and surface topography of the machine elements must be controlled to be compatible with the network dimensional finish and the rolling die design requirements (Ref. 1).
The purpose of this article is to discuss ISO 4156/ANSI B92.2M-1980 and to compare it with other, older standards still in use. In our experience designing and manufacturing spline gauges and other spline measuring or holding devices for splined component manufacturers throughout the world, we are constantly surprised that so many standards have been produced covering what is quite a small subject. Many of the standards are international standards; others are company standards, which are usually based on international standards. Almost all have similarities; that is, they all deal with splines that have involute flanks of 30 degrees, 37.5 degrees or 45 degrees pressure angle and are for the most part flank-fitting or occasionally major-diameter-fitting.
Power train designs which employ gears with cone angles of approximately 2 degrees to 5 degrees have become quite common. It is difficult, if not impossible, to grind these gears on conventional bevel gear grinding machines. Cylindrical gear grinding machines are better suited for this task. This article will provide an overview of this option and briefly introduce four grinding variation possibilities.
I support Clem Miller (Viewpoint May/June) in his skepticism of ISO 9000. The metrology of gears is important, but in the present state of the art, manufacture is more accurate than design.
Rochester, NY - Gleason Corporation has acquired the assets of Hurth Maschinen and Werkzeuge GmbH, the designer and builder of cylindrical (parallel-axis) gear-making machinery and tooling based in Munich, Germany. The addition of Hurth gear shaving machines and tooling and gear honing machines will further broaden Gleason's expanding product line for manufacturers of cylindrical gears.
In 1961 I presented a paper, "Calculating Conjugate Helical Forms," at the semi-annual meeting of the American Gear Manufacturers Association (AGMA). Since that time, thousands of hobs, shaper cutters and other meshing parts have been designed on the basis of the equations presented in that paper. This article presents the math of that paper without the formality of its development and goes on to discuss its practical application.
Q&A is an interactive gear forum. Send us you gear design, manufacturing, inspection or other related questions, and we will pass them to our panel of experts.
Q&A is an interactive gear forum. Send us your gear design, manufacturing, inspection or other related questions, and we will pass them to our panel of experts.
Aurstempered irons and steels offer the design engineer alternatives to conventional material/process combinations. Depending on the material and the application, austempering may provide the producers of gear and shafts with the following benefits: ease of manufacturing, increased bending and/or contact fatigue strength, better wear resistance or enhanced dampening characteristics resulting in lower noise. Austempered materials have been used to improve the performance of gears and shafts in many applications in a wide range of industries.
The tooth-by-tooth, submerged induction hardening process for gear tooth surface hardening has been successfully performed at David Brown for more than 30 years. That experience - backed up by in-depth research and development - has given David Brown engineers a much greater understanding of, and confidence in, the results obtainable from the process. Also, field experience and refinement of gear design and manufacturing procedures to accommodate the induction hardening process now ensure that gears so treated are of guaranteed quality.
The implementation of powder metal (PM)components in automotive applications increases continuously, in particular for more highly loaded gear components like synchromesh mechanisms. Porosity and frequently inadequate material properties of PM materials currently rule out PM for automobile gears that are subject to high loads. By increasing the density of the sintered gears, the mechanical properties are improved. New and optimized materials designed to allow the production of high-density PM gears by single sintering may change the situation in the future.
Welcome to our Software Bits page. Here we feature new software products for gear design, manufacturing and testing.
Were Thomas Jefferson around today, he’d be all over the Double-A engine’s development and everything it represents. And what is the Double-A engine; what does its successful design and execution represent, you ask?
Compared to non-heat-treated components, case-carburized gears are characterized by a modified strength profile in the case-hardened layer. The design of case-carburized gears is based on defined allowable stress numbers. These allowable stress numbers are valid only for a defined "optimum" case depth. Adequate heat treatment and optimum case depth guarantee maximum strength of tooth flank and tooth root.
This paper introduces mandatory improvements in design, manufacturing and inspection - from material elaboration to final machining - with special focus on today's large and powerful gearing.
The essence of designing gears is often by necessity risk-averse, given that many of them are used in applications where loss of life is a distinct possibility. The Gear Research Institute (GRI) at The Pennsylvania State University conducts risk reduction testing with the same goal in mind - whether it be gears in fighter jets, Ferris wheels, tanks, or countless other gear-reliant vehicles and machinery.
Gear tooth wear and micropitting are very difficult phenomena to predict analytically. The failure mode of micropitting is closely correlated to the lambda ratio. Micropitting can be the limiting design parameter for long-term durability. Also, the failure mode of micropitting can progress to wear or macropitting, and then go on to manifest more severe failure modes, such as bending. The results of a gearbox test and manufacturing process development program will be presented to evaluate super-finishing and its impact on micropitting.
Mike Viney's curiosity about the evolving designs of apple parers began after reading the article, "There's a Fascination in Apple Parers" by Marion Levy, which appeared in the second edition of Linda Campbell's 300 Years of Kitchen Collectibles.
In this article, equations for finding profile and base pitch errors with a micrometer are derived. Limitations of micrometers with disc anvils are described. The design of a micrometer with suitable anvils is outlined.
The hobbing and generation grinding production processes are complex due to tool geometry and kinematics. Expert knowledge and extensive testing are required for a clear attribution of cause to work piece deviations. A newly developed software tool now makes it possible to simulate the cutting procedure of the tool and superimpose systematic deviations on it. The performance of the simulation software is illustrated here with practical examples. The new simulation tool allows the user to accurately predict the effect of errors. With this knowledge, the user can design and operate optimal, robust gearing processes.
One process for hard finishing gears is generating gear grinding. Due to its high process efficiency, generating gear grinding has replaced other grinding processes such as profile grinding in batch production of small- and middle-sized gears. Yet despite the wide industrial application of generating gear grinding, the process design is based on experience along with time- and cost-intensive trials. The science-based analysis of generating gear grinding demands a high amount of time and effort, and only a few published scientific analyses exist. In this report a thermo-mechanical process model that describes influences on the surface zone in generating gear grinding is introduced.
Editor's Note: The following article details the advantages of synthetic lubricants in certain applications. However, the user should be aware of certain design issues arising from the extract chemistry of the synthetic. For example, some synthetics may have low solvency for additives. Others may not be compatible with mineral oils or nonmetallic components such as seals and paints. Some synthetics may absorb water and may not have the same corrosion resistance as mineral oils. Finally, the user should consider biodegradability or toxicity before switching to any new lubricant. Many of these concerns are present in petroleum-based lubricants as well, so consult a lubrication specialist before specifying a lubricant.
Gear designers today are continually challenged to provide more power in less space and improve gear performance. The following article looks at some of the most common ways to increase the power density or improve the performance of gear trains. The author also takes an in-depth look at the case of a steel worm mating with a plastic helical gear and explores ways to optimize this increasingly common configuration.
Q&A is your interactive gear forum. send us your gear design, manufacturing, inspection or other related questions, and we'll put them before our panel of experts.
Q&A is your interactive gear forum. Send us your gear design, manufacturing, inspection or other related questions, and we'll put them before our panel of experts.
the gear industry is awash in manufacturing technologies that promise to eliminate waste by producing gears in near-net shape, cut production and labor costs and permit gear designers greater freedom in materials. These methods can be broken down into the following categories: alternative ways to cut, alternative ways to form and new, exotic alternatives. Some are new, some are old and some are simply amazing.
The Instrumented Factory for Gears (INFAC) conducted a metallurgical experiment that examined the effects of carburizing process variables and types of cryogenic treatments in modifying the microstructure of the material. The initial experiment was designed so that, following the carburizing cycles, the same test coupons could be used in future experiment.
For many years, when gear engineers have been confronted with tough problems either in the field or on the drawing board, one of the inevitable suggestions has been, "Ask Darle Dudley," or "Check the Dudley book." That's not surprising. With more than fifty years' experience in gear design and credits for five books (with translations in French, German, Spanish and Italian), numerous papers, lectures, and patents, and a worldwide reputation as a gear expert, Darle Dudley's position as one of the men to ask when dealing with knotty gear problems is unassailable.
Gears are extremely complex shapes. Coordinate measuring machines, or CMMs, are designed to measure complex shapes. It seems to follow that CMMs world, therefore, be the ideal tool for measuring gears. But the answer is not so simple.
Due to increasing requirements regarding the vibrational behavior of automotive transmissions, it is necessary to develop reliable methods for noise evaluation and design optimization. Continuous research led to the development of an elaborate method for gear noise evaluation. The presented methodology enables the gear engineer to optimize the microgeometry with respect to robust manufacturing.
Noncircular gearing is not new. There are well-documented articles covering standard and high order elliptical gears, sinusoidal gears, logarithmic spiral gears, and circular gears mounted eccentrically. What these designs have in common is a pitch curve defined by a mathematical function. This article will cover noncircular gearing with free-form pitch curves, which, of course, includes all the aforementioned functions. This article also goes into the generation of teeth on the pitch curve, which is not usually covered in the technical literature. Needless to say, all this is possible only with the help of a computer.
This paper proposes a new method — using neural oscillators — for filtering out background vibration noise in meshing plastic gear pairs in the detection of signs of gear failure. In this paper these unnecessary frequency components are eliminated with a feed-forward control system in which the neural oscillator’s synchronization property works. Each neural oscillator is designed to tune the natural frequency to a particular one of the components.
The geometry of the bevel gear is quite complicated to describe mathematically, and much of the overall surface topology of the tooth flank is dependent on the machine settings and cutting method employed. AGMA 929-A06 — Calculation of Bevel Gear Top Land and Guidance on Cutter Edge Radius — lays out a practical approach for predicting the approximate top-land thicknesses at certain points of interest — regardless of the exact machine settings that will generate the tooth form. The points of interest that AGMA 929-A06 address consist of toe, mean, heel, and point of involute lengthwise curvature. The following method expands upon the concepts described in AGMA 929-A06 to allow the user to calculate not only the top-land thickness, but the more general case as well, i.e. — normal tooth thickness anywhere along the face and profile of the bevel gear tooth. This method does not rely on any additional machine settings; only basic geometry of the cutter, blank, and teeth are required to calculate fairly accurate tooth thicknesses. The tooth thicknesses are then transformed into a point cloud describing both the convex and concave flanks in a global, Cartesian coordinate system. These points can be utilized in any modern computer-aided design software package to assist in the generation of a 3D solid model; all pertinent tooth macrogeometry can be closely simulated using this technique. A case study will be presented evaluating the accuracy of the point cloud data compared to a physical part.
NVH — noise, vibration and harshness — is a key issue in the design and development of modern transmission and driveline systems.
This paper presents the geometric design of hypoid gears with involute gear teeth. An overview of face cutting techniques prevalent in hypoid gear fabrication is presented. Next, the specification of a planar involute rack is reviewed. This rack is used to define a variable diameter cutter based upon a system of cylindroidal coordinates; thus, a cursory presentation of cylindroidal coordinates is included. A mapping transforms the planar involute rack into a variable diameter cutter using the cylindroidal coordinates. Hypoid gears are based on the envelope of this cutter. A hypoid gear set is presented based on an automotive rear axle.
The quality of the material used for highly loaded critical gears is of primary importance in the achievement of their full potential. Unfortunately, the role which material defects play is not clearly understood by many gear designers. The mechanism by which failures occur due to material defects is often circuitous and not readily apparent. In general, however, failures associated with material defects show characteristics that point to the source of the underlying problem, the mechanism by which the failure initiated, and the manner in which it progressed to failure of the component.
The process of nitriding has been used to case harden gears for years, but the science and technology of the process have not remained stagnant. New approaches have been developed which are definitely of interest to the gear designer. These include both new materials and new processing techniques.
Gear designs are evolving at an ever accelerating rate, and gear manufacturers need to better understand how the choice of materials and heat treating methods can optimize mechanical properties, balance overall cost and extend service life.
In the past two years DSM has been conducting fatigue tests on actual molded gears in order to provide design data.
New software from AGMA helps gear designers calculate geometry and ratings for all types of bevel gears.
Induction hardening is a heat treating technique that can be used to selectively harden portions of a gear, such as the flanks, roots and tips of teeth, providing improved hardness, wear resistance, and contact fatigue strength without affecting the metallurgy of the core and other parts of the component that don’t require change. This article provides an overview of the process and special considerations for heat treating gears. Part I covers gear materials, desired microsctructure, coil design and tooth-by-tooth induction hardening.
This study quantified the performance of a new alloy and has provided guidance for the design and development of next-generation gear steels.
Synopsis on the latest developments at several gear design software developers.
A gearbox that absorbs 30 percent of external forces, transmits power from two engines operating at different speeds, and uses gears that meet several design and specification standards at the same time...
For those of us in the gear industry, the concept of gear design is all about involutes, ratios and diameters. Alexander Kirberg has a different vision.
The gear designer needs to know how to determine an appropriate case depth for a gear application in order to guarantee the required load capacity.
Faster, more efficient manufacturing offered with table-top design from American Broach & Machine.
Modern gearboxes are characterized by high torque load demands, low running noise and compact design. In order to fulfill these demands, profile and lead modifications are being applied more often than in the past. This paper will focus on how to produce profile and lead modifications by using the two most common grinding processes—threaded wheel and profile grinding. In addition, more difficult modifications—such as defined flank twist or topological flank corrections—will also be described in this paper.
Dutch design and Swiss ingenuity cause transmission breakthrough. Updated examples of Cylkro face gears in action.
Gary A. Bish, director of product design technology for Horsburgh & Scott, discusses his role as chairman of the AGMA mill gearing committee.
Traditional methods of manufacturing precision gears usually employ either hobbing or shaper cutting. Both of these processes rely upon generating the conjugate tooth form by moving the work-piece in a precise relation to the tool. Recently, attention has been given to forming gear teeth in a single step. Advantages to such a process include reduced production time, material savings, and improved performance characteristics. Drawbacks include complicated tool designs, non-uniformity of gears produced throughout the life of the tooling, and lengthy development times.
Fuji's VTP-1000 is designed for highly accurate fine finishing of cylindrical components up to one meter in diameter.
Stringent NVH requirements, higher loads and the trend towards miniaturization to save weight and space are forcing transmission gear designers to increasingly tighten the surface finish, bore size and bore-to-face perpendicularity tolerances on the bores of transmission gears.
Before retiring from St. Louis Gear in 2000, Roy Harmon liked to tinker. Since the customer base at the time was seasonal, Harmon was looking for a project to keep himself busy. The engineer decided to challenge himself by designing a “South Pointing Chariot,” a device he had read about in the book The Evolution of the Gear Art by Darle Dudley.
VMT Technologies designs positively engaged, infinitely variable transmission.
The machine element package by KISSsoft for the design and optimization of components like gears, shafts, bearings and others is now available in the new version 04/2010.
This month, German automakers will receive the first three units of Klingelnberg's new automated blade checker designed for the shop floor.
Bevel gear systems are particularly sensitive to improper assembly. Slight errors in gear positioning can turn a well-designed, quality manufactured gear set into a noisy, prone-to-failure weak link in your application.
When designing gears, the engineer is often faced with the problem of selecting the number of teeth in each gear, so that the gear train will provide a given speed ratio
One of the current research activities here at California State University at Fullerton is systematization of existing knowledge of design of planetary gear trains.
In response to Ed Uberts letter, we have come a long way in gearing since WWII. The Europeans do use long addendum pinions in many cases. This modification does improve load capacity, sliding conditions and the working life of a gearset. When modifying a pinion tooth it is necessary to modify the gear tooth or adjust the center distance accordingly but we will leave that to the designers.
The Pentac Plus is the latest generation of Gleason’s Pentac bevel gear cutting system. It is designed to allow much higher tool life and improved productivity, especially for cutters using multiple face blade geometry.
Forensics isn't just for tough-talking, crime-busting scientists--most commonly found on your television; the tactic also holds the key to successful gearbox design and manufacture.
The greenlighting of new product designs specifying micro-sized, plastic gear sets is often dependent upon existing technology and a company’s capabilities to manufacture those gears, and to do so cost-effectively
We were delighted to see the plastic gear set pictured on the cover of your March/April issue. UFE played the lead role in its design and manufacture.
What does it mean to make "better" gears? Better gears more closely resemble the intended design parameters.
Part I, which was published in the September/October 2008 issue, covered gear materials, desired microstructure, coil design and tooth-by-tooth induction hardening. Part II covers spin hardening and various heating concepts used with it.
The gear tooth fillet is an area of maximum bending stress concentration. However, its profile is typically less specified in the gear drawing and hardly controlled during gear inspection in comparison with the gear tooth flanks. This paper presents a fillet profile optimization technique for gears with symmetric and asymmetric teeth based on FEA and a random search method. It allows achieving substantial bending stress reduction in comparison with traditionally designed gears. This bending stress reduction can be traded for higher load capacity, longer lifetime, lower noise and vibration and cost reduction.
Publisher Michael Goldstein wants to know what you think about the 2007 redesign of Gear Technology magazine
Rolled out at EMO 2007, the Scudding process is a continuous cutting operation that uses a tool design similar to a helical shaper cutter. It can be used for a wide range of gear applications...
It seems that nothing can hold back the power of the wind—unless, of course, it's the availability of rugged, reliable, specially designed gearboxes. How Gleason is Keeping up with Demand.
Creating standards for plastic gears calls for a deft touch. The challenge is to set uniform guidelines, yet avoid limiting the creative solutions plastic offers gear designers.
Many engineers and purchasing agents think it is more expensive to custom design a component or assembly these days when often customization can save on total costs.
No matter how well gears are designed and manufactured, gear corrosion can occur that may easily result in catastrophic failure. Since corrosion is a sporadic and rare event and often difficult to observe in the root fillet region or in finely pitched gears with normal visual inspection, it may easily go undetected. This paper presents the results of an incident that occurred in a gear manufacturing facility several years ago that resulted in pitting corrosion and intergranular attack (IGA).
Traditionally, gear rating procedures consider manufacturing accuracy in the application of the dynamic factor, but only indirectly through the load distribution are such errors in the calculation of stresses used in the durability and gear strength equations. This paper discusses how accuracy affects the calculation of stresses and then uses both statistical design of experiments and Monte Carlo simulation techniques to quantify the effects of different manufacturing and assembly errors on root and contact stresses.
Powder metallurgy (P/M) techniques have proven successful in displacing many components within the automobile drive train, such as: connecting rods, carriers, main bearing caps, etc. The reason for P/M’s success is its ability to offer the design engineer the required mechanical properties with reduced component cost.
In our last issue, we covered the basic principles of gear shaving and preparation of parts for shaving. In this issue, we will cover shaving methods, design principles and cutter mounting techniques.
Whether consumed by its romantic charm or simply a casual fan of its Victorian sensibilities, there’s a growing interest in all things steampunk lately. From books, television and films to music, art and design, the desire to ‘reclaim technology’ is getting closer and closer to mainstream pop culture. Wherever you find steampunk, you’ll undoubtedly find a gear or two not far behind.
Recent history has taught us that global competition has become tougher and is a major concern of American gear manufacturers from abroad have invaded American markets with products designed in an environment where management of technology has been practiced effectively. If American companies intend to compete in the changing world market, they must acquire the technologies that will allow them to do so.
Worm gear speed reducers give the design engineer considerable options, but these gear systems present a challenge to the lubrication engineer. Heat energy generated by the high rate of sliding and friction in the contact zone causes worm gears to be relatively inefficient compared to other gear types. Because worm gears operate under a boundary or near-boundary lubrication regime, a satisfactory lubricant should contain a friction modifier to alleviate these conditions.
This article investigates fillet features consequent to tooth grinding by generating methods. Fillets resulting from tooth cutting and tooth grinding at different pressure angles and with different positions of grinding wheel are compared. Ways to improve the final fillet of the ground teeth with regard to tooth strength and noise, as well as the grinding conditions, are shown. "Undergrinding" is defined and special designs for noiseless gears are described.
Service performance and load carrying capacity of bevel gears strongly depend on the size and position of the contact pattern. To provide an optimal contact pattern even under load, the gear design has to consider the relative displacements caused by deflections or thermal expansions expected under service conditions. That means that more or less lengthwise and heightwise crowning has to be applied on the bevel gear teeth.
The curved tooth cylindrical gear is one of ancient design. Samples which date from the period of the Warring State (475-221 BC) have been excavated from archeological sites in China. One such sample is now on display in the Xi'an Clay figures of Warriors and Horses Exhibition Hall. This example is about 3/4" in diameter and made of bronze. It was used in the famous model, "Ancient Chinese Vehicle With a Wooden Figure Always Pointing to the South." Although this early gear is handmade and somewhat crude, it is a viable model.
The last decade has been a period of far-reaching change for the metal working industry. The effect of higher lubricant costs, technical advances in machine design and increasing competition are making it essential that manufacturers of gears pay more attention to testing, selecting and controlling cutting fluid systems. Lubricant costs are not a large percentage of the process cost relative to items such as raw materials, equipment and labor, and this small relative cost has tended to reduce the economic incentive to evaluate and to change cutting fluids.
Interactive jewelry designed from micro-precision parts.
Among the various types of gearing systems available to the gear application engineer is the versatile and unique worm and worm gear set. In the simpler form of a cylindrical worm meshing at 90 degree axis angle with an enveloping worm gear, it is widely used and has become a traditional form of gearing. (See Fig. 1) This is evidenced by the large number of gear shops specializing in or supplying such gear sets in unassembled form or as complete gear boxes. Special designs as well as standardized ratio sets covering wide ratio ranges and center distanced are available with many as stock catalog products.
Gears are toothed wheels used primarily to transmit motion and power between rotating shafts. Gearing is an assembly of two or more gears. The most durable of all mechanical drives, gearing can transmit high power at efficiencies approaching 0.99 and with long service life. As precision machine elements gears must be designed.
Plane strain fracture toughness of twelve high-carbon steels has been evaluated to study the influence of alloying elements, carbon content and retained austenite. The steels were especially designed to simulate the carburized case microstructure of commonly used automotive type gear steels. Results show that a small variation in carbon can influence the K IC significantly. The beneficial effect of retained austenite depends both on its amount and distribution. The alloy effect, particularly nickel, becomes significant only after the alloy content exceeds a minimum amount. Small amounts of boron also appear beneficial.
Micropitting, pitting and wear are typical gear failure modes that can occur on the flanks of slowly operated and highly stressed internal gears. However, the calculation methods for the flank load-carrying capacity have mainly been established on the basis of experimental investigations of external gears. This paper describes the design and functionality of the newly developed test rigs for internal gears and shows basic results of the theoretical studies. It furthermore presents basic examples of experimental test results.
Six years ago this month, the very first issue of Gear Technology, the Journal of Gear Manufacturing, went to press. The reason for starting the publication was a straightforward one: to provide a forum for the presentation of the best technical articles on gear-related subjects from around the world. We wanted to give our readers the information they need to solve specific problems, understanding new technologies, and to be informed about the latest applications in gear design and manufacturing. The premise behind Gear Technology was also a straightforward one: the better informed our readers were about the technology, the more competitive they and their companies would be int he world gear market.
This article presents an efficient and direct method for the synthesis of compound planetary differential gear trains for the generation of specified multiple speed ratios. It is a train-value method that utilizes the train values of the integrated train components of the systems to form design equations which are solved for the tooth numbers of the gears, the number of mating gear sets and the number of external contacts in the system. Application examples, including vehicle differential transmission units, rear-end differentials with unit and fractional speed ratios, multi-input functions generators and robot wrist joints are given.
We need a method to analyze cumulative fatigue damage to specify and to design gear drives which will operate under varying load. Since load is seldom constant, most applications need this analysis.
A widespread weakness of gear drawings is the requirements called out for carburize heat treating operations. The use of heat treating specifications is a recommended solution to this problem. First of all, these specifications guide the designer to a proper callout. Secondly, they insure that certain metallurgical characteristics, and even to some extent processing, will be obtained to provide the required qualities in the hardened gear. A suggested structure of carburizing specifications is give.
One of the most frequently neglected areas of gear design is the determination of "form diameter". Form diameter is that diameter which specifies the transition point between the usable involute profile and the fillet of the tooth. Defining this point is important to prevent interference with the tip of the mating gear teeth and to enable proper preshave machining when the gear is to be finished with a shaving operation.
The first part of this article describes the analytical design method developed by the author to evaluate the load capacity of worm gears. The second part gives a short description of the experimental program and testing resources being used at CETIM to check the basic assumptions of the analytical method; and to determine on gears and test wheels the surface pressure endurance limits of materials that can be used for worm gears. The end of the article compares the results yielded by direct application of the method and test results.
How important is the right choice of coupling in determining successful machine design? Consider the following example. A transmission of appropriate size was needed to transfer the speed of the engine driver to that of the driven generator. The transmission was properly selected and sized to endure the rated power requirements indefinitely, but after only a short time in operation, it failed anyway. What happened? The culprit in the case was a coupling. It provided the necessary power and protection against misalignment but it lacked the ability to isolate the gears from the torque peaks of the diesel engine.
Letters to the editor covering a variety of subjects, including computers in gear design, couplings and more.
A brief introduction to the subject of Thin Film Coatings and their application to gear hobs and shaper cutters is followed by a detailed description of the Chemical Vapor Deposition Process and the Physical Vapor Deposition Process. Advantages and disadvantages of each of these processes is discussed. Emphasis is placed upon: application engineering of coated gear tools based on laboratory and field test results. Recommendations are suggested for tool design improvements and optimization of gear cutting operations using coated tools. Productivity improvements potentially available by properly utilizing coated tools are considered in terms of both tool cost and machining cost.
Two major processes used for cutting gears, hobbing and shaping. This article describes advanced machine design and cutter materials for gear shaping.
Noisy gear trains have been a common problem for gear designers for a long time. With the demands for smaller gear boxes transmitting more power at higher rpms and incumbent demands for greater efficiency, gear engineers are always searching for new ways to reduce vibration and limit noise without increasing costs.
Helical gears can drive either nonparallel or parallel shafts. When these gears are used with nonparallel shafts, the contact is a point, and the design and manufacturing requirements are less critical than for gears driving parallel shafts.
As a result of extensive research into the vibration characteristics of gear drives, a systematic approach has evolved, by which damaging resonances can be eliminated. The method combines finite element techniques with experimental signature and modal analyses. Implementation of the bulk of the method can be carried out early in the design stage. A step-by-step description of the approach, as it was applied to an existing accessory drive, is given in the text. It is shown how premature bearing failures were eliminated by detuning the torsional oscillations of a gearshaft. A dramatic reduction in vibration levels was achieved as a result of detuning the problem gear. The proposed approach can be extended to other types of rotating machines.
One of the major problems of plastic gear design is the knowledge of their running temperature. Of special interest is the bulk temperature of the tooth to predict the fatigue life, and the peak temperature on the surface of the tooth to avert surface failure. This paper presents the results of an experimental method that uses an infrared radiometer to measure the temperature variation along the profile of a plastic gear tooth in operation. Measurements are made on 5.08, 3.17, 2.54, 2.12 mm module hob cut gears made from nylon 6-6, acetal and UHMWPE (Ultra High Molecular Weight Polyethylene). All the tests are made on a four square testing rig with thermoplastic/steel gear pairs where the plastic gear is the driver. Maximum temperature prediction curves obtained through statistical analysis of the results are presented and compared to data available from literature.
Anyone involved in the design, manufacture and use of gears is concerned with three general characteristics relative to their application: noise, accuracy, and strength or surface durability. In the article, we will be dealing with probably the most aggravating of the group, gear noise.
I am currently writing a design procedure for the correct method for setting up bevel gears in a gearbox for optimum performance...
In the majority of spiral bevel gears, spherical crowning is used. The contact pattern is set to the center of the active tooth flank and the extent of the crowning is determined by experience. Feedback from service, as well as from full-torque bench tests of complete gear drives, has shown that this conventional design practice leads to loaded contact patterns, which are rarely optimal in location and extent. Oversized reliefs lead to small contact area, increased stresses and noise, whereas undersized reliefs result in an overly sensitive tooth contact.
Gears with an asymmetric involute gear tooth form were analyzed to determine their bending and contact stresses relative to symmetric involute gear tooth designs, which are representative of helicopter main-drive gears.
In epicyclic gear sets designed for aeronautical applications, planet gears are generally supported by spherical roller bearings with the bearing outer race integral to the gear hub. This article presents a new method to compute roller load distribution in such bearings where the outer ring can’t be considered rigid.
Transmission of power between nonparallel shafts is inherently more difficult than transmission between parallel shafts, but is justified when it saves space and results in more compact, more balanced designs. Where axial space is limited compared to radial space, angular drives are preferred despite their higher initial cost. For this reason, angular gear motors and worm gear drives are used extensively in preference to parallel shaft drives, particularly where couplings, brakes, and adjustable mountings add to the axial space problem of parallel shaft speed reducers.
The AGMA Fall Technical Meeting provides an opportunity to share ideas with others on the design, analysis, manufacturing and application of gears, gear drives, and related products, as well as associated processes and procedures.
March 19-22, 1989. first International Applied Mechanical Systems Design Conference. Convention Center, Nashville, TN. March 28-30, 1989. Gear Design Seminar, University of Northern Iowa
Design Problem: Develop a gear drive for a pedal-powered water craft that will be easy to manufacture, use and maintain; that will be lightweight enough for the boat to be portable; and that will eliminate the environmental risk of lubricants leaking into the water.
Top Secret Code Name: Ginger Mission: Design, prototype and test a transmission for a new device. The transmission must be compact and efficient. It should have almost no backlash, and it must be able to operate in both forward and reverse. Most importantly, the transmission must be quiet. In fact, it shouldn't sound like a transmission at all. It should blend in with the environment and sound like music or the wind. This mission, should you choose to accept it, is top secret. Not even your employees can know what you're working on...
Turnkey Design Services is manufacturing a planetary gear system to increase power density.
Matt McBride of Riverside Spline & Gear responds to last issue's Voices piece by Fred Young, and Tom Schmitt of Schmitt Design responds to last issue's publisher's page.
This issue's editorial is a reprint of the keynote address given by Michael Goldstein at the Computer Aided Gear Design Seminar held at the University of Northern Iowa, Cedar Falls, IA on November 9, 1987.
Designing and manufacturing gears requires the skills of a mathematician, the knowledge of an engineer and the experience of a precision machinist. For good measure, you might even include the are of a magician, because the formulas and calculations involved in gear manufacturing are so obscure and the processes so little known that only members of an elite cadre of professionals can perform them.
October 5-8, 1986 AGMA Fall technical Conference & Gearing Exhibit September 17-19, 1986 Ohio State University Gear Noise Seminar November 11-13, 1986 SME Gear Processing and Manufacturing Clinic November 19-21, 1986 Seminar: Gear System Design for Minimum Noise
March 19-22, 1989. First International Applied Mechanical Systems Design Conference. Convention Center, Nashville, TN. April 25-27, 1989. ASME 5th Annual Power Transmission & Gearing Conference, Chicago, IL
News Items About design
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18 Schott Systeme Streamlines Gear Design Software (April 15, 2006)
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19 Dontyne Offers Spiral Bevel Gear Design Tools (April 14, 2014)
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22 alpha gears Right Angle Gear Reducer Designed for High Reduction Ratios (April 22, 2006)
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31 Direct Gear Design Debuts in March (March 18, 2013)
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