Gear Design for Engineers
Gear Design for Engineers
One of the best methods of transmitting power between the shafts is gears.
Gears are mostly used to transmit torque and angular velocity. Gears are widely used
for transmitting small or large amounts of power from one shaft to another [14Ven].
connect two parallel shafts in place of spur gears. The helixes may be right handed on
one gear and left handed on the other. Helical gears give smooth drive with a high
efficiency of transmission. Helical gear is shown in Figure 3.2.
Addendum circle
Face width
PN ψ
Pc
42
The most common pitch system used today is the diametral pitch system, the
number of teeth per inch of pitch diameter. When two gears mesh, Pd is calculated as
follow.
ng np
=
Pd = D g Dp (3.2)
Where,
np = number of teeth of the gear
[Link]. Module, m
In the SI system of units, a common unit of length is the millimeter. The pitch
of gears in the metric system is based on this unit and is designated the module. The
module of a gear is found by dividing the pitch diameter of the gear in millimeters by
the number of teeth.
Pitch diameter D
m= =
Number of teeth n (3.3)
[Link]. Addendum, a
The radial distance from the pitch circle to the outside of a tooth.
[Link]. Clearance, c
The radial distance from the top of a tooth to the bottom of the tooth space of
the mating gear when the tooth is fully engaged.
Clearance = Dedendum – Addendum = ded – a (3.4)
Addendum circle limits the top of the gear tooth. The diameter of the circle
that encloses the outside of the gear teeth.
D0 = D + 2a (3.5)
14.5°Composite 20°Stub
20° Full Depth
No. Particulars Unit or Full Depth Involute
Involute System
Involute System System
1. Addendum m 1 1 1
3. Working depth m 2 2 2
Minimum total m
4. 2.25 2.25 2.25
depth
Minimum
6. m 0.25 0.25 0.2
clearance
symbol, Dg will be used for the pitch diameter of the gear. Then n p and ng are used for
number of teeth of the pinion and gear respectively.
As the gears rotate, the common normal to the surface at the point of contact
must always intersect the line of centers at the same point, called the pitch point.
Principal parts of gear teeth is shown in Figure 3.8. The basic requirement of gear
tooth geometry is the provision of angular velocity ratios (V.R) that are exactly
constant. Manufacturing inaccuracies and tooth deflection will slight deviations in
velocity ratio. A helical gear with a left hand helix is shown in Figure 3.9 [82Hal].
Pinion
a Center distance, C
t c
Tooth space b
Outside circle
D
Pitch circle Gear
ψ B
Pn
Pnc
Section A-A
ϕn
Section B-B
ϕn
Transverse plane
Normal plane ϕ
Tangential plane ψ
Fa
Tooth elements Ft
on the pitch ψ Fr
surface
PN Pc
d
9550×kW
Mt = rpm (3.8)
Transmitted load,
2Mt
Ft = D (3.9)
Axial load,
Fa = Ft tan ψ (3.10)
Radial load,
Fr = Fttan φ (3.11)
Strength design for helical gears may be handled by employing design
methods similar to those used for spur gear. Assuming that the load is distributed as
for a spur gear, and looking at the tooth normal to the helix, the normal load F n using
Lewis equation is
Fn =
S (cosb ψ m πy) n
(3.12)
where, mn = mcosψ
Substituting the tangential force,
Ft = Fn cosψ (3.13)
In normal plane,
Ft = Sbyπmcosψ (3.14)
In normal plane for Lewis equation,
Ft = m2kS2ycos ψ (3.15)
b
where, k = face width by circular pitch ( P c ) (limited to a maximum of about 6)
m = module in plane of rotation, m or mm
y = the form factor based on the virtual or formative number of teeth
The allowable stress S may be taken as approximately equal to the endurance
limit of the material in released loading, corrected for stress concentration effects and
multiplied by a velocity factor.
Allowable stress,
5.6
Sall =
S0
( 5 . 6+ √V ) (3.16)
49
where,
S0 = about one-third of the ultimate strength of the material, MPa
V = pitch line velocity, m/sec
In the design check for strength, if the pitch diameter is known, the following
form of the Lewis equation may be used.
2
1 S 0 kπ cosψ 5.6
×
m2 y = Ft 5 . 6+ √V
(3.17)
where,
Ft = tangential force, N
V = pitch line velocity, m/sec
Then the above expression gives an allowable numerical value for the ratio
1/m2y which controls the strength check. If the pitch diameter is unknown, the
following form of the Lewis equation may be used,
2Mt
2 3
Sind = kyπ ncos ψ m (3.18)
where,
Sind = actual induced stress, N/m2
Mt = resisting torque of the weaker gear, Nm
n = actual number of teeth on the weaker gear
The expression gives a numerical value of the actual induced stress in terms of
the module. The above procedures based on strength design should be considered
only as a first approximation in arriving at a possible pitch and face width which must
be checked for wear load and dynamic load.
The limiting endurance beam strength load Fo is based on the Lewis equation
without a velocity factor. F0 must be equal to or greater than the dynamic load Fd.
Limiting endurance load,
F0 = S0bycos ψ m (3.19)
The limiting wear load Fw for helical gear may be determined by the
Buckingham equation for wear, Fw must be equal to or greater than the dynamic load
Fd.
Limiting wear load,
50
D p bQK
2
Fw = cos ψ (3.20)
where,
Dp = pitch diameter of pinion, m or mm
Q = ratio factor
K = stress factor for fatigue, N/m2
If design is not satisfied (F0, Fw<Fd), the following remedial action is to be
taken reduce tooth error, increase module, increase the size of face width, increase the
BHN, ie apply heat treatment.
Dynamic load,
2
21V(Cbcos ψ+Ft )cos ψ
Ft+
Fd = 21V+ √ Cbcos2 ψ+F t (3.21)
where,
Fd = dynamic load, N
b = face width, m
ψ = helix angle, degree
C = dynamic factor, (N/m)
The generating cone angle, δp2 and the angle correction, ωk for the most
common number of teeth ratios and at the pitch cone angle of 90 ° are listed in the
Table A.1 of Appendix (A).
Modules marked with * should not be used if possible. Where they are used,
the Klingelnberg Co. must be contacted before the design is completed.
Normal pitch circle radius, Pn
mn ×n g
Pn = 2 sinδ p2 (3.38)
54
Ri = R A − b (3.39)
V-plus gears differ from O gears and V-O gears also in their outside
diameters.
d o1
H1 = cot δo1
2 (3.55)
d o2
H2 = cot δ o2
2 (3.56)
d o2
ω1 = − c +a
2 ( 1 1) (3.57)
d o1
ω2 = − ( c 1+ a 2)
2 (3.58)
Figure 3.11. Gear Blank Dimension for Shaft at Right Angle [92Sto]
The rolling pitch cones have spherical motion. While in motion, every point in
a bevel gear remains at a constant distance from the apex. It is not customary to make
the large end, that is, the back of a bevel gear spherical. It is made conical, this cone
being known as the back cone which is tangent to the theoretical sphere at the pitch
diameter. The tooth data of the bevel gear are all given with reference to the large
end.
A crown gear is a bevel gear where the pitch cone angle is 90 and bears the
same relations to a bevel gear as a rack does to a spur gear. The tooth form in the
bevel gear is slightly modified from a true involute. To ensure practical gear cutting,
the basic crown gear have straight sided teeth. The cutting tools having straight
cutting edges are inclined to give the desired pressure angle. Strictly speaking, the
basic crown gear tooth should be slightly curved to attain the true involute form.
Cutting should also conform accordingly to produce this contour. To avoid practical
difficulties associated with giving cutters a curved outline, straight teeth are used as
indicated before. The teeth produced are said to have “octoid” form. In the generation
methods, a straight sided tool simulating the crown gear and the blank of the bevel
gear cone roll on each other, producing the desired bevel gear.
The basic shape of a bevel gear tooth is almost the same as that of the spur
gear. The tooth tapers off as it approaches the apex. The contour of the tooth also
varies along its entire length. The angle between the shafts will depend on the
conditions of drive. It is usually 90, but can have other angle also.
The separating force can be resolved into two components. Force component
along the shaft axis of the pinion is called the pinion thrust force F a and the force
component along the shaft axis of the gear is called the gear thrust force F g. Force
components on straight tooth bevel gear is shown in Figure 3.12.
Tangential force
Ft1 = Ft2=F1=FNcos (3.59)
Ft = 2T1/dm1=T1/rm1 (3.60)
where
T1 = Pinion torque (Nm)
dm1 = middle circle diameter of pinion (m)
Radial force
Fr1 = Ft tan cos 1 (3.61)
Fr2 = Ft tan cos 2 (3.62)
Axial force
Fa1 = Ft tan sin 1 (3.63)
Fa2 = Ft tan sin 2 (3.64)
Gear
Fa2
Fr2
Fr1
Fa1
r
Pinion
πD p (rpm )p
V = 60 (3.74)
where, V = velocity (m/s)
Dp = diameter of pinion (m)
Sall =
S0 ( 6 6+v ) for cut teeth (3.75)
5 .6
Sall =
S0
( 5 . 6+ √ v ) for generated teeth (3.76)
1
Su
S0 = 3 (3.77)
where,
Su = ultimate strength
Sall < Sact ; it is unsatisfactory.
Sall >> Sact ; it is satisfactory but too strong.
Sall > Sact ; it is satisfactory.
For dynamic check,
The limiting endurance load,
F0 =
S 0 ×b× y p ×π×m× ( L−bL ) (3.78)
The limiting wear load,
0. 75×D p ×b×K×Q
Fw = cosα p (3.79)
2n fg
Q = nfp +nfg (3.80)
The dynamic load,
21×V ×( b×C +Ft )
Ft +
Fd = 21×V + √ b×C +Ft (3.81)
Where the symbols are the same as for spur gear.
For the satisfactory condition, F0, Fw must ≥ Fd.
(5) The bearing size is dependent upon the loading due to the forces generated
by the gears under full torque, and the sizes of the gears and selector units
(6) The size of the gears and engaging dogs or synchromesh units dependent
on the size of bearings used in free-running gears or the splines or
serrations required if fixed gears are fitted
When all the above factors have been finalized, the intermediate shaft stress
intermediate shafts supporting bearings and the size of bearings required calculation
can be completed [92Sto].
3.6.3. Output Shaft
The gearbox output is the final link in the internal running gear shafts. In a
front-engine vehicle, where the engine and gearbox are built as a complete unit, the
output shaft is usually in line with the engine crankshaft and the gearbox input shaft,
whereas in a rear-engine vehicle, the gearbox output shaft is usually the pinion shaft.
Whichever type of vehicle arrangement is used, the output shaft carries the mating
gears of the internal ratios. This means that the stress loading calculations and the
factors dictating the physical size of the output shaft are exactly the same as those for
the intermediate shaft [92Sto].
The ASME code equation for a hollow shaft combines torsion, bending and
axial loads by applying the maximum shear equation modified by introducing shock,
fatigue and column factors as follows:
For a solid shaft having little or no axial loading, the code equation reduces
16
√ ( K b M b )2 +( K t M t )2
d3 = π S s (3.85)
For a solid shaft having axial loading, the code equation reduces to
2
16
d3 = π S s √[ αF d
]
K b Mb + a + [ K t Mt]
8
2
For a hollow shaft having axial loading, the code equation reduces to
(3.86)
α F a d 0 (1+K2 ) 2
16
4
d3 = π S s (1−K )
√ K b M b+
8
+( K t M t )2
(3.87)
where, xy = torsional shear stress, N/m2
Mt = torsional moment, N-m
Mb = bending moment, N-m
d0 = shaft outside diameter, m
di = shaft inside diameter, m
Fa = axial load, N
Kb = combined shock and fatigue factor applied to bending moment
Kt = combined shock and fatigue factor applied to torsional moment
Sb = bending stress (tension or compression), N/m2
Sa = axial stress (tension or compression), N/m2
ASME code to state for commercial steel shafting
Ss = 8000psi for shaft without keyway (55 MN/m2)
Ss = 6000psi for shaft with keyway (40 MN/m2)
ASME code states for steel purchased under definite specifications
Ss = 30% of the elastic limit but not over 18% of the ultimate strength in
tension for shafts without keyways. These values are to be reduced by 25% if keys are
present.
α = column-action factor (1 for tensile load)
For a compression load, column-action factor may be computed by:
66
α =
1−0 .0044 ( Lk ) L
, for k is less than 115 (3.88)
L Sy 2
L
2
×
α = π nk k
() , for k is greater than 115 (3.89)
where,
n = 1 for hinged ends
n = 2.25 for fixed ends
n = 1.6 for ends partly restrained as in bearings
I d
k = √ A = 4 (radius of gyration, m)
(3.90)
I = rectangular moment of inertia, m4
A = cross section area of shaft, m2
Sy = yield stress in compression, N/m2
Standard size of shafting should be used where possible. These sizes vary according
to material specification and supplier. Typical sizes for solid shafts are
Up to 25 mm in 0.5 mm increments
25 to 50 mm in 1 mm increments
50 to 100 mm in 2 mm increments
100 to 200 mm in 5 mm increments
Bending and torsional moments are the main factors influencing shaft design. One
of the first steps in shaft design is to draw the bending moment diagram for the loaded shaft
or the combined bending moment diagram if the load acting on the shaft is in more than
one axial plane. From the bending moment diagram, the points of critical bending stress
can be determined [12Khi].
the lowest and occasionally the second are generally of interest the designer. The
others will usually be so high as to be well out of the range of operating speeds. At
the first critical speed, the shaft will bend to the simplest shape possible. At the
second critical speed it will bend to the second simplest shape possible, etc.
For a shaft will single attached mass, the shaft mass is small compared to the
attached mass, the first critical speed can be calculated approximately as
g
ω c=
√ δ (3.91)
When δ is the static deflection (at the mass location, which would be
caused by a force W = mg) and g is the gravitational constant (9.81 m/s 2). For a shaft
of negligible mass carrying several concentrated masses, the first critical speed is
approximately:
Rayleigh-Ritz Equation,
i
(3.92)
ω c=
√ g ∑ W nδn
n=1
n=1
i
∑ W n δ2n
(3.93)
ω c=
√ m
Where m is the mass and ks is the shaft spring constant (force required for
one unit deflection at the mass location). This relation is independent of shaft
inclination (horizontal, vertical or intermediate). Symbol δ represents the static
deflection (deflection, at the mass location, which would be caused by a force mg =
W) [05Khu].
transmitted via the spline section is a function of the spline coefficient of friction,
operation torque and the spline pitch diameter per the following formula.
2Tμ
Fa = PD (3.95)
where, Fa = axial force
T = operation torque
μ = coefficient of friction (0.05 to10 for lubricated nylon coated steel)
PD = spline pitch diameter
3.7.3. Balancing
Drive shafts are generally provided straightened and balanced. For some low
speed application they are provided straightened only. For high-speed application and
some sensitive applications, special balance requirements may be required.
60 π 2 EI
Nc = 2 πL
2
√ ρA (3.96)
where, I = moment of inertia of the shaft section
π 4 4
(d o −d t ), m 4
= 64
A = cross-section area
π 2 2
(d o −d t ), m 2
= 4
g = acceleration due to gravity
= 9.81 m/s2
E = modulus of elasticity for steel
= 1.96 × 1011 N/m2
ρ = density of steel
= 7860 Kg/m3
70
3.8.3. Weight
This is the weight of the tubing that makes the shaft and not the end yokes or
u-joints. The material section will affect the type of end yokes.
3.8.4. Design Torque for the Shafts
Propeller shafts can also be designed for a given torque rating, which is the
torque required to stress them to the elastic limit. If,
Te = the engine torque, Nm
G = the overall gear ratio
Tt = the torque to be transmitted by the propeller shaft, Nm
Td = the design torque for the shaft, Nm
Fs = the surface shear stress, N/m2
Ip = the poplar moment of inertia of the shaft section
π 2 2
(d 0 −d t ), m 4
= 32
Y = the distance from the neutral axis to the outermost fiber of the shaft
do
,m
= 2
Then,
Tt = TeG,Nm (3.97)
71
And
Td
Ip =
Ss
, or
y (3.98)
Ip
T d =S s
y
4 4
π d 0 −d t
Ss
Td = 16 d 0 (3.99)
Now,
Td = Tt× Factor of safety (3.100)
A factor of safety of 3 is advisable for these design calculation.
3.9. Bearing
A bearing is a machine part whose function is to support a moving element
and to guide or confine its motion, while preventing motion in the direction of
applied load. They take up the radial and axial loads imposed on the shaft or axle
they carry, and transmit these to the casing or machine frame. Since there is a relative
motion between the bearing and the moving element, there will be a power or energy
loss due to friction and if their surfaces actually touch each other, wear may also take
placed. Hence a bearing should perform its function with a minimum loss of energy
from friction and at the same time should control the rate of wear. In many
applications, the bearings are located between the shafts and frame of a machine.
There are many type of bearing. The types of rolling contact bearing usually applied
to machine design for supporting shafts are listed below [12Chi].
(1) Single row, deep groove ball bearing
(2) Double row, deep groove ball bearing
(3) Angular contact bearing
(4) Cylindrical roller bearing
(5) Needle bearing
(6) Spherical roller bearing
(7) Taper roller bearing
72
Separator
Inner ring
face Outer ring raceway
Outer ring Outer ring land
face Outer ring
then for single row bearings P =VF r since X=1 and Y=0, with double row bearings
even small thrust forces have an influence on the equivalent load since Y >0 for
(Fa/VFr ) greater or smaller than e [08San].
Ft
b
h t
A A
t
O1 Base Circle
rb1
r Pitch Circle
N
ra1
L
P ϕ Addendum Circle
K
M
O2
Figure 3.15. Length of Contact [91Hil]
where, Kv = velocity factor,
K0 = over load factor,
Km= load distribution factor,
Elastic coefficient factor,
1
Cp =0.564 √
The geometry factor,
1−μ21
E1
+
1−μ22
E2 (3.104)
sin φ cosφ i
×
I = 2 i+2 (3.105)
The contact ratio,
Larc
Contact ratio = Pc
Lc
Larc = cosφ
Lc = KL = KP + PL
75
KP = KN − PN
KN = √ r2a1−r 2b1
PN = r 1 sinφ
KP = √ r 2a1−r 2b1
PL = ML − MP
ML = √ r2a2−r 2b2
MP = r2sinϕ
CR =
( 1 b1 2
P c cos φ )
√ r 1 +a )2 −r 2b1 + √(r 2 +a )2−r 2b2−( r 1 +r 2 )sin φ
CR =
( (
πmcos φ ) (3.106)
Polar moment of inertia can be determined by using following equation.
4
πD
J = 32 (3.107)
where, D = pitch diameter, m
Shear stress can be obtained from the following equation.
M t ×R
τ = J (3.108)
The principal stresses are
2
σ x +σ y 1 σ x −σ y
σ 1 ,σ 2=
1
√( σ −σ
1 2 )2 + ( σ2−σ 3 )2 + ( σ 3 −σ 1 )2
σ̄ = √2
(3.110)
76
Principal Strain
1
σ −γ ( σ 2 +σ 3 ) ]
ε1 =
E[ 1 (3.111)
Effective strain
2 2 2 2
ε̄ =
[ ( ε +ε +ε )
3 1 2 3 ] (3.112)
3.11. Summary
The design consideration of transmission system is presented in this chapter.
Firstly, about the types of gear, their nomenclature and standard proportion of gear
teeth is expressed. Secondly, to consider the design of gears (such as spur gear,
helical gear, and bevel gear), it is necessary to calculate the theory of strength check
and dynamic check which can be found in this chapter. And then, ASME code
equation is mentioned to evaluate the design of shafts in gear box and propeller shaft.
Finally, the theory of Lewis and AGMA are also discussed to investigate the bending
stress and contact stress by changing the different values of face width and different
three types of material. Moreover, structural analysis is also expressed for the
calculation of von-Misses stress, effective strain of gears.