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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?
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.
Three experts tackle the question of profile shift in this issue's edition of "Ask the Expert."
Chicago- Results of recent studies on residual stress in gear hobbing, hobbing without lubricants and heat treating were reported by representatives of INFAC (Instrumented Factory for Gears) at an industry briefing in March of this year.
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.
In several applications like hoisting equipment and cranes, open gears are used to transmit power at rather low speeds (tangential velocity < 1m/s) with lubrication by grease. In consequence those applications have particularities in terms of lubricating conditions and friction involved, pairing of material between pinion and gear wheel, lubricant supply, loading cycles and behavior of materials with significant contact pressure due to lower number of cycles.
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.