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What is so unique about gear manufacturing and inspection? Machining is mostly associated with making either flat or cylindrical shapes. These shapes can be created by a machine's simple linear or circular movements, but an involute curve is neither a straight line nor a circle. In fact, each point of the involute curve has a different radius and center of curvature. Is it necessary to go beyond simple circular and linear machine movements in order to create an involute curve? One of the unique features of the involute is the fact that it can be generated by linking circular and linear movements. This uniqueness has become fertile soil for many inventions that have simplified gear manufacturing and inspection. As is the case with gear generating machines, the traditional involute inspection machines take advantage of some of the involute properties. Even today, when computers can synchronize axes for creating any curve, taking advantage of involute properties can be very helpful. I t can simplify synchronization of machine movements and reduce the number of variables to monitor.
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.
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.
Measurement institutions of seven different countries — China, Germany, Japan, Thailand, Ukraine, United Kingdom and the U.S. — participated in the implementation of the first international comparison of involute gear measurement standards. The German metrology institute Physikalisch-Technische Bundesanstalt (PTB) was chosen as the pilot laboratory as well as the organizer. Three typical involute gear measurement standards provided by the PTB were deployed for this comparison: a profile, a helix and a pitch measurement standard. In the final analysis, of the results obtained from all participants, the weighted mean was evaluated as reference value for all 28 measured parameters. However, besides the measurement standards, the measured parameters, and, most importantly, some of the comparison results from all participants are anonymously presented. Furthermore, mishandling of the measurement standards as occurred during the comparison will be illustrated.
Conical involute gears, also known as beveloid gears, are generalized involute gears that have the two flanks of the same tooth characterized by different base cylinder radii and different base helix angles.
On many occasions a reasonably approximate, but not exact, representation of an involute tooth profile is required. Applications include making drawings, especially at enlarged scale, and laser or EDM cutting of gears, molds, and dies used to produce gears. When numerical control (NC) techniques are to be used, a simple way to model an involute can make the NC programming task much easier.
Although gears can be manufactured using a wide variety of profiles, the involute curve is the most commonly used. Here are some of the basics.
Conical involute gears (beveloids) are used in transmissions with intersecting or skewed axes and for backlash-free transmissions with parallel axes.
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.
Our experts tackle the topic of measuring involute masters, including both master gears and gear inspection artifacts.
Experience has proven that the involute provides the most satisfactory profile for spur and helical gear teeth, and fulfills the requirements for transmitting smooth, uniform angular motion.
Can a gear profile generated by the hobbing method be an ideal involute? In strictly theoretical terms - no, but in practicality - yes. A gear profile generated by the hobbing method is an approximation of the involute curve. Let's review a classic example of an approximation.
In the last section, we discussed gear inspection; the types of errors found by single and double flank composite and analytical tests; involute geometry; the involute cam and the causes and symptoms of profile errors. In this section, we go into tooth alignment and line of contact issues including lead, helix angles, pitch, pitchline runout, testing and errors in pitch and alignment.
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.
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.
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.
Involute spline couplings are used to transmit torque from a shaft to a gear hub or other rotating component. External gear teeth on the shaft engage an equal number of internal teeth in the hub. Because multiple teeth engage simultaneously, they can transmit much larger torques than a simple key and keyway assembly. However, manufacturing variations affect the clearance between each pair of mating teeth, resulting in only partial engagement.
It is very common for those working in the gear manufacturing industry to have only a limited understanding of the fundamental principals of involute helicoid gear metrology, the tendency being to leave the topic to specialists in the gear lab. It is well known that quiet, reliable gears can only be made using the information gleaned from proper gear metrology.
Traditionally, profile and lead inspections have been indispensable portions of a standard inspection of an involute gear. This also holds true for the worm of a worm gear drive (Ref. 1). But the inspection of the profile and the lead is rarely performed on a worm wheel. One of the main reasons is our inability to make good definitions of these two elements (profile and lead) for the worm wheel. Several researchers have proposed methods for profile and lead inspections of a worm wheel using CNC machines or regular involute and lead inspections of a worm wheel using CNC machines or regular involute measuring machines. Hu and Pennell measured a worm wheel's profile in an "involute" section and the lead on the "pitch" cylinder (Ref. 2). This method is applicable to a convolute helicoid worm drive with a crossing angle of 90 degrees because the wheel profile in one of the offset axial planes is rectilinear. This straight profile generates an involute on the generated worm wheel. Unfortunately, because of the hob oversize, the crossing angle between the hob and the worm wheel always deviates from 90 degrees by the swivel angle. Thus, this method can be implemented only approximately by ignoring the swivel angle. Another shortcoming of this method is that there is only one profile and one lead on each flank. If the scanned points deviated from this curve, it produced unreal profile deviation. Octrue discussed profile inspection using a profile checking machine (Ref. 3).
It may not be widely recognized that most of the inspection data supplied by inspection equipment, following the practices of AGMA Standard 2015 and similar standards, are not of elemental accuracy deviations but of some form of composite deviations. This paper demonstrates the validity of this “composite” label by first defining the nature of a true elemental deviation and then, by referring to earlier literature, demonstrating how the common inspection practices for involute, lead (on helical gears), pitch, and, in some cases, total accumulated pitch, constitute composite measurements.
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."
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.
Question: I have just become involved with the inspection of gears in a production operation and wonder why the procedure specifies that four involute checks must be made on each side of the tooth of the gear being produced, where one tooth is checked and charted in each quadrant of the gear. Why is this done? These particular gears are checked in the pre-shaved, finish-shaved, and the after-heat-treat condition, so a lot of profile checking must be done.
The American Society of Mechanical Engineers (ASME) announced at Gear Expo '95 that a national service for the calibration of involute artifacts is now available at the Department of Energy's Y-12 Plant in Oak Ridge, TN.
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.
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.
Question: Do machines exist that are capable of cutting bevel gear teeth on a gear of the following specifications: 14 teeth, 1" circular pitch, 14.5 degrees pressure angle, 4 degrees pitch cone angle, 27.5" cone distance, and an 2.5" face width?
Flute Index Flute index or spacing is defined as the variation from the desired angle between adjacent or nonadjacent tooth faces measured in a plane of rotation. AGMA defines and provides tolerance for adjacent and nonadjacent flute spacing errors. In addition, DIN and ISO standards provide tolerances for individual flute variation (Fig. 1).
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.
Early in the practice of involute gearing, virtually all gears were made with the teeth in a standard relationship to the reference pitch circle. This has the advantages that any two gears of the same pitch, helix angle and pressure angle can operate together, and that geometry calculations are relatively simple. It was soon realized, though, that there are greater advantages to be gained by modifying the relationship of the teeth to the reference pitch circle. The modifications are called profile shift.
In effect, this article continues a previous Gear Technology article, "Modeling Gears In Pro/Engineer," published in the January/February 1999 issue. The previous article discussed drawing involute gear teeth using a program built into the Pro/E software.
A much-used method for checking the tooth thickness of an involute gear tooth is to measure the dimension over two balls placed in most nearly opposite spaces in the case of external gears, and the dimension between the balls in the case of internal gears. This measurement is then checked against a pre-calculated dimension to denote an acceptable part.
This paper presents approximate and accurate methods to generate solid models of involute cylindrical gears using Autodesk Inventor 3-D CAD software.
With reference to the machining of an involute spur or helical gear by the hobbing process, this paper suggests a new criterion for selecting the position of the hob axis relative to the gear axis.
The effect of load speed on straight and involute tooth forms is studied using several finite-element models.
Involute spur gears are very sensitive to gear misalignment. Misalignment will cause the shift of the bearing contact toward the edge of the gear tooth surfaces and transmission errors that increase gear noise. Many efforts have been made to improve the bearing contact of misaligned spur gears by crowning the pinion tooth surface. Wildhaber(1) had proposed various methods of crowning that can be achieved in the process of gear generation. Maag engineers have used crowning for making longitudinal corrections (Fig. 1a); modifying involute tooth profile uniformly across the face width (Fig. 1b); combining these two functions in Fig. 1c and performing topological modification (Fig. 1d) that can provide any deviation of the crowned tooth surface from a regular involute surface. (2)
It is well known that hobs with straight-sided teeth do not cut true involutes. In this paper, the difference between the straight side of a hob tooth and the axial profile of an involute worm is evaluated. It is shown that the difference increases as the diametral pitch increases, to the extent that for fine-pitch gearing, the difference is insignificant.
The quality of a gear and its performance is determined by the following five parameters, which should be specified for each gear: Pitch diameter, involute form, lead accuracy, spacing accuracy, and true axis of rotation. The first four parameters can be measured or charted and have to be within tolerance with respect to the fifth. Pitch diameter, involute, lead, and spacing of a gear can have master gear quality when measured or charted on a testing machine, but the gear might perform badly if the true axis of rotation after installation is no longer the same one used when testing the gear.
It has previously been demonstrated that one gear of an interchangeable series will rotate with another gear of the same series with proper tooth action. It is, therefore, evident that a tooth curve driven in unison with a mating blank, will "generate" in the latter the proper tooth curve to mesh with itself.
This article describes a new technique for the size determination of external Involute splines by using a span measuring method. It provides application performance information demonstrating how this method and its measurements correlate with the traditional spline ring gage sizing method.
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 Forest City Gear booth at Gear Expo featured a wide variety of gears utilized in medical equipment, Indy cars, fishing reels, even the recently launched Mars Rover. Scattered among Forest City’s products in Cincinnati were some unique gear sculptures created by an artist that finds more inspiration from the pages of industrial magazines than art galleries.
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.
As is well known in involute gearing, “perfect” involute gears never work perfectly in the real world. Flank modifications are often made to overcome the influences of errors coming from manufacturing and assembly processes as well as deflections of the system. The same discipline applies to hypoid gears.
Grinding in one form or another has been used for more than 50 years to correct distortions in gears caused by the high temperatures and quenching techniques associated with hardening. Grinding improves the lead, involute and spacing characteristics. This makes the gear capable of carrying the high loads and running at the high pitch line velocities required by today's most demanding applications. Gears that must meet or exceed the accuracy requirements specified by AGMA Quality 10-11 or DIN Class 6-7 must be ground or hard finished after hear treatment.
It used to be that gear manufacturers wanting to perform analytical gear inspection required at least three machines to do so: The lead measuring instrument, the tooth space comparator and the involute checking instrument. In the beginning, these machines were mechanically driven. Over the years, the manufacturers of analytical gear inspection equipment have combined these functions - and a host of others.
Combining involute curves and body curves, merging factory and fashion, Winzeler Gear has transformed one of its products into gear haute couture. Winzeler Gear has created a plastic gear dress.
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).
Almost any external tooth form that is uniformly spaced around a center can be hobbed. Hobbing is recognized as an economical means of producing spur and helical gears with involute tooth profiles.
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.
The traditional way of controlling the quality of hypoid gears' tooth flank form is to check the tooth flank contact patterns. But it is not easy to exactly judge the tooth flank form quality by the contact pattern. In recent years, it has become possible to accurately measure the tooth flank form of hypoid gears by the point-to-point measuring method and the scanning measuring method. But the uses of measured data of the tooth flank form for hypoid gears have not yet been well developed in comparison with cylindrical involute gears. In this paper, the tooth flank form measurement of generated face-milled gears, face-hobbed gears and formulate/generated gears are reported. The authors discuss the advantages and disadvantages of scanning and point-to-point measuring of 3-D tooth flank forms of hypoid gears and introduce some examples of uses of measured data for high-quality production and performance prediction.
While external involute gears are very tolerant of center distance variations, what are the center distance constraints for internal gears?
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.
Point-surface-origin (PSO) macropitting occurs at sites of geometric stress concentration (GSC) such as discontinuities in the gear tooth profile caused by micropitting, cusps at the intersection of the involute profile and the trochoidal root fillet, and at edges of prior tooth damage, such as tip-to-root interference. When the profile modifications in the form of tip relief, root relief, or both, are inadequate to compensate for deflection of the gear mesh, tip-to-root interference occurs. The interference can occur at either end of the path of contact, but the damage is usually more severe near the start-of-active-profile (SAP) of the driving gear.
Molded plastic gears have very little in common with machined gears other than the fact that both use the involute for conjugate action.
This article includes a brief summary of the characteristics of involute asymmetric teeth and the problems connected with the related bending tests.
Crossed helical gear sets are used to transmit power and motion between non-intersecting and non-parallel axes. Both of the gears that mesh with each other are involute helical gears, and a point contact is made between them. They can stand a small change in the center distance and the shaft angle without any impairment in the accuracy of transmitting motion.
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.
In the past gear manufacturers have had to rely on hob manufacturers' inspection of individual elements of a hob, such as lead, involute, spacing, and runout. These did not always guarantee correct gears, as contained elements may cause a hob to produce gears beyond tolerance limits.
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.
Analysis of helical involute gears by tooth contact analysis shows that such gears are very sensitive to angular misalignment leading to edge contact and the potential for high vibration. A new topology of tooth surfaces of helical gears that enables a favorable bearing contact and a reduced level of vibration is described. Methods for grinding helical gears with the new topology are proposed. A TCA program simulating the meshing and contact of helical gears with the new topology has been developed. Numerical examples that illustrate the proposed ideas are discussed.
News Items About involute
1 Advent Tool & Manufacturing Debuts New Involute Spline Milling Solution (April 22, 2006)
Advent Tool & Manufacturing released its indexable form milling platform for involute splines, spur gears, "V" shaped gears, and various ... Read News