Chapter 2 Gear Drive-3

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    2.7.1 Design principle of contact fatigue strength

    To avoid fatigue pitting of gear drive, satisfying

    H HP Contact stress at

    critical point

    Allowable

    contact stress

    n

    H 2 2

    1 2

    1 2

    1

    1 1( )

    F

    L

    E E

    21

    211

    n

    E

    FZ

    L

    1. Contact stress: Based on Hertz formula

    1,2

    Poisson ratio of materials;

    E1, E2Modulus of elasticity of materials;

    + for outside engagement;

    - for inside engagement;

    1,2Curvature radii at the contact point;

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    --Converting gear engagement to Hertz contact of two cylinder

    Variable during engagement.A1

    A2

    B1

    B2

    Base circle

    1

    2

    Which point is the critical point

    So, different contact points have different values of H.

    What is the curvature radius on an involute

    spline? Constant or variable?

    Low boundary D can be regarded as the

    critical point, where His maximum.

    C

    Pitch point C

    D

    When only a pair of teeth in mesh,

    pitting failures often occur at C.

    It will be easier to describe pitch point C by Hertz formula,

    so we just take the pitch pointC as the critical point.

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    Two radii of the cylinders =

    At the pitch point C

    ''dCN sin2

    111

    ''d

    CN sin2

    222

    d1'

    d2'

    Dia. of engaging circle;'angle of engagement, for

    standard gear which is equal to

    (pressure angle on pitch circle);

    Ratio of teeth number

    'd

    'd

    z

    zu

    1

    2

    1

    2

    Dia. of circle

    '

    d'd

    cos

    cos11

    Then, 2 1

    1 2 1 2 1

    1 1 2( 1)

    cos tan

    u

    d u '

    Curvature radii at pitch point C nH E

    FZ

    L

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    nnc KFF cos

    2

    1

    1

    d

    K T

    Length of contact line L

    If considering more than one pair

    of teeth in mesh, then

    bWidth of face;

    2

    Z

    bL

    ZContact ratio coefficient;

    Z0.850.92, the more teeth, the less value.

    Calculated loading Fnc

    n

    EH

    FZ

    b

    Substituting all of equations above into Hertz formula, then we have

    ubd

    uKT

    'ZZ

    2

    1

    1

    2E

    )1(2

    tancos

    2

    MPa

    )1(22

    1

    1

    HEubd

    uK TZZZ

    + for outside engagement;- for inside engagement;

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    1

    H E H 2

    1

    2 ( 1)KT u

    Z Z Z bd u

    Coefficient of local area at pitch point:

    Influence of tooth profile curvature radius

    (Fig. 2-18)

    Coefficient of

    elasticity

    2N mm

    Table 2-15

    Yes!

    Are the contact

    stress on pinion andon gear equal?

    Coefficient of contact ratio

    b

    FZ

    n

    EH

    Fig. 2-18 ZH Helical angle /()

    Z0.850.92, the more number of

    teeth, the less value of Z.

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    Table 2-15 Coefficient of elasticity, ZE

    Pinion GearZE/

    Material E1/Nmm-2 Material E2/Nmm

    -2

    Steel 2.06105

    Steel 2.06

    105

    189.8Cast steel 2.02105 188.9

    Nodular cast iron 1.73105 181.4

    Grey iron 1.18-1.26105 162-165.4

    Cast steel2.06

    105Cast steel 2.02105 188

    Nodular cast iron 1.73105 180.5

    Grey iron 1.18-1.26105 161.4

    Nodular cast iron1.73105

    Nodular cast iron 1.73105 173.9

    Grey iron 1.18105 156.6

    Grey iron1.18-

    1.26105Grey iron 1.18-1.26105 143.7-146.7

    2N mm

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    2. Allowable contact stress HP

    Contact fatigue limit by experiments

    Life coefficient of contact strength, (Fig. 2-32)

    Minimum safety coefficient of contact strength,

    (Table 2-17)

    Hlim

    HP N

    Hmin

    Z

    S

    Contact fatigue limit Hlim (Fig. 2-23 - Fig. 2-26)

    MLLow quality of heat treatment and material properties

    MQMedium quality of heat treatment and material properties

    MEExcellent quality of heat treatment and material properties

    Table 2-17 Recommendation of minimum safety coefficient

    Requirements of

    application

    Minimum safety coefficient

    SFmin SHmin

    Very high reliability 2.00 1.50-1.60

    High reliability 1.60 1.25-1.30

    Medium reliability 1.25 1.00-1.10

    Low reliability 1.00 0.85

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    Fig.2-23 Hlim , Steel and cast

    steel, Normalizing heat treatment

    Steel, Normalizing

    Cast steel, Normalizing

    Fig.2-24 Hlim , Hardening &

    Tempering heat treatment

    Alloy steel

    Steel

    Alloy cast steel

    Cast steel

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    Fig.2-25 Hlim , Cast iron

    Nodular cast ironMalleable cast-iron Grey iron

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    Fig.2-26 Hlim , Hardening & Carburizing

    Alloys steel,

    carburizing

    Flame or induction

    Hardening

    HV150 55 60 65HRC

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    Life coefficient ZNFig. 2-32

    Rotational speed r/min

    Design life in hours h

    Number of load applications

    per revolution

    Number of load cycle N

    natN 60

    Hlimobtained by experiments of infinite load cycles. If gear is serviced

    in a finite life, the contact fatigue limit should be increased, ZN > 1

    One-sided load, H is fluctuating Two-sided load, H is reverse and

    repeated.

    Driving Gear

    a =2 a =1

    Mating with more than one

    gearHow to decidea

    a =1a =1

    Driving gear

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    1Pitting allowable: Structural steel, H & T steel, Nodular cast iron (pearlite, bainite),

    malleable cast-iron (pearlite) ;

    2No Pitting: Structural steel, H & T steel, Flame/induction hardening steel, nodular cast

    iron, nodular cast iron (pearlite, bainite), malleable cast-iron (pearlite) ;

    3Grey iron, nodular cast iron (ferrite), Nitriding steel, H&T steel, Carburizing steel;

    4Carbonitriding H&T steel, carburizing steel.

    ZN

    Fig. 2-32 Life coefficient

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    MPa)1(2

    HP2

    1

    1HEH

    ubd

    uKTZZZ

    Checking formula of contact fatigue strength for gear drive:

    for checking

    2H E 13

    1

    HP d

    2 1( ) mm

    Z Z Z KT ud

    u

    for design

    Maybe HP1doses not equals to HP2so the smaller one should be taken

    account in design.

    Order that,

    1

    d

    d

    b

    Face width coefficient

    (Table 2-14 )

    Calculating formula of contact fatigue strength for gear drive:

    ArrangementFace width coefficient

    Soft surface Hard surface

    symmetrical 0.8-1.4 0.4-0.9

    asymmetrical 0.6-1.2 0.3-0.6

    Cantilever 0.3-0.4 0.2-0.25

    Table 2-14 Face width coefficient, d

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    Attentions

    The contact fatigue strength mainly depends on d,the Dia. of pitch circle.

    d, Contact fatigue strengthH ,

    bshould be proper: if b too much, unbalanced load

    Module mhas nothing with the contact fatigue strength. d1m z1

    For the two engaged gears, H1H2.

    Find exact face width coefficient din table 2-14.

    But HP1 HP2

    So in gear drive, the contact strength may be different.

    A smaller HP means poor contact strength.

    We should design the contact strength by the smaller HP.

    MPa)1(2

    HP2

    1

    1HEH

    ubd

    uKTZZZ

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    First calculating d1

    2H E 13

    1

    HP d

    2 1( ) mm

    Z Z Z KT ud

    u

    Choosing z1 Calculatingm = d1/z1 Calculatinga = m(z1+z2)/2

    1. Module mshould be basic value by recommendation , and m 1.5 for power

    transmission

    2. d1and d2should be re-calculated accurately by module m, to three decimal

    places

    3. Center distance a should be an integer, easy to manufacture and examine;

    4. If a is not an integer, it is should be rounded up by modifying the tooth

    profile.

    Attentions

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    Measures to upgrade the contact fatigue strength

    Increasing d,dia. of pitch circle or a, center distance

    Increasing bor d

    Positive modified tooth profile

    Hlim

    HP

    Hmin

    NZ

    S

    Better materials

    Upgrading precision of gear drive

    Increasing hardness by advanced heat treatment

    Dose the width of pinion equals to width of gear?

    HP2

    1

    1HEH

    )1(2

    ubd

    uKTZZZ

    b1= b2+ (5~10) mm b2= dd1

    b1=b2 b1>b2

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    2.7.2 Design principle of bending fatigue strength

    a) Mechanics modelCantilever

    b) Critical section 300tangential line

    F FP

    To avoid tooth breakage by bending fatigue, satisfying Fn

    Bending stress at

    critical pointAllowable

    bending stress

    Rectangular section:

    width (tooth width ) SF, length b

    1. Bending stress F

    c) Load position to produce the maximum bending stress

    Upper boundary of meshing area, D

    300

    M N

    SF

    B

    D

    SFb

    E

    Base

    circle

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    For the error of manufacturing and assembling, for the gear drive with medium

    precision, contact ratio can be regarded as 1.

    Fn

    Tangential

    component

    Radial

    component

    Bending stress F

    Shearing stress t

    Pressure stress y

    Very small, ignoring them,

    and adding some coefficient

    to compensate

    Ignoring the friction force

    Fn

    FncosF

    FnsinF

    F

    F

    y

    t

    So, all loads are acting on only one pair of teeth, and consider the addendum as theacting point of load.

    E

    Base

    circle

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    Bending stress:

    W

    MF

    n F FcosF hW

    F

    1 FF 2

    1

    2cos

    cos / 6

    KT h

    d bS

    mSF

    1 F

    2

    1

    2 6 cos

    cos

    KT

    bd m

    Fn

    FncosF

    F

    SF

    hF

    mhF

    F1

    2

    1

    6 cos2

    cos

    mKT

    bd m

    1Fa

    1

    2KTY

    bd m

    , , scaling coefficients

    YFa

    SF b

    Base

    circle

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    Coefficient of tooth profile YFa

    F only depend on the tooth profile

    So,YFa depends on number of teeth and

    modification coefficient, independent with module m.

    FFa 2

    6 cos

    cosY

    Y

    Fawith respect to modification coefficient:

    YFa with respect to number of teeth:

    Find exact YFafrom Fig. 2-20.

    z

    YFa

    xYFa

    Fi 2 20 C ffi i t f t th fil Y

    http://h/%E7%AC%AC%E4%B8%89%E7%AB%A0%E3%80%80%E9%BD%BF%E8%BD%AE%E4%BC%A0%E5%8A%A8/%E5%8F%98%E4%BD%8D%E7%B3%BB%E6%95%B0.exe
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    Fig. 2-20 Coefficient of tooth profile YFaLimitation of undercutting

    Limitation of topping

    C id i h i t t d t t ti t

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    Considering shearing stress, pressure stress and stress concentration at

    the fillets, coefficient of stress modification YSaFig. 2-21

    Coefficient of stress modification

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    1

    F Fa Sa

    1

    2 MPa

    KTY Y Y

    bd m

    Considering contact ratio, coefficient of contact ratio Y

    Y0.650.85A larger number of teeth and a larger

    contact ratio, a smaller Y

    Then, the bending stress at tooth root

    Dose the bending stress at tooth root of pinion equal to gear?

    1F1 Fa1 Sa1

    1

    2KTY Y Y

    bd m

    1F2 Fa 2 Sa 2

    1

    2KTY Y Y

    bd m

    F1 F2

    Fa1 Fa 2

    Y Y

    z1

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    Only when ,

    the bending strength of the pinion equals to that of the gear.

    Bending fatigue limit by experiments

    Life coefficient of bending strength (Fig. 2-32)

    Minimum safety coefficient of bending

    strength, Table 2-17

    If under reverse and repeated bending stress , Flim should be multiplied by 0.7.

    Flim ST

    FP

    Fmin

    N

    Y

    YS

    Stress modification coefficient of test gear, YST=2

    Bending fatigue limit Flim

    (Fig. 2-28 -- 2-30)

    2. Allowable bending stress,FP

    Does the allowable

    bending strength of the

    pinion equal to that ofthe gearSo, the bending strength of the pinion does

    NOT equal to that of the gear.

    FP1 FP2

    Fa1 Sa1 Fa2 Sa2

    FP1 FP2

    Y Y Y Y

    F1 F2

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    Fig.2-28 Flim , Cast steel and structure Steel , Normalizing heat treatment

    Structure steel ,

    Normalizing heat treatment

    Cast steel ,

    Normalizing heat treatment

    Fi 2 29 C i

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    Fig.2-29 Flim , Cast iron

    Nodular cast iron Malleable cast-iron

    Grey iron

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    Fig.2-30 Flim , Hardening & tempering

    Alloy steel

    Carbon steel

    Steel,

    Hardening & tempering

    Cast steel,

    Hardening & tempering

    Alloy steel

    Carbon steel

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    Fig.2-31 Flim , Hardening

    Steel,

    Case Hardening

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    3. Attentions of bending strength for gear drive

    MPa2

    FPSaFa

    d

    2

    1

    3

    1F

    YYY

    zm

    KT

    Module meffects the bending strength most

    m Bending strengthTooth widthSF Sectional area F

    Different bending stresses on mating teeth: F1F2

    For standard gear YFa1YSa1YFa2YSa2 So, F1F2

    Because F1F2and the pinion will have a larger number of cycles of load,

    the material of pinion should have better properties and harder surface.

    Comparing

    Just considering the larger value to design module

    But, for checking, bending strength of the two gear should be calculatedseparately.

    FP1

    Sa1Fa1

    YY

    FP2

    Sa2Fa2

    YYwith

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    If one-sided load, F is fluctuating; If two-sided load, F is reverse and

    repeated.

    Teeth number of pinion

    Given that Dia. of pitch circle dgiven a, i

    z1 YFaYSa

    m

    F

    F F

    z1

    m

    smooth movement

    h to save time of manufacturing

    Tipunder satisfying the

    bending strength, teeth

    number of pinion can be

    as large as possible

    Soft surface, closed gear drive: z1=20~40

    Hard surface, closed gear drive or open gear drive: z1=17~25.

    If two-sided load, how to decide F?

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    Measures to improve the bending strength

    m

    Increasing bproperly

    Increasing the precision grade of gear drive, and the radius of

    fillet at tooth root.

    A better material

    Upgrading heat treatment and increasing the hardness of

    tooth surface .

    F

    FP

    Positive modification tooth profile to increase the tooth width

    MPa2

    FPSaFa

    1

    1F YYY

    bmd

    KT

    the most significant geometrical factor

    1. Choose material and heat treatment

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    Design of spur gear

    2.Compute HP, and FP

    3. choose: z1, z2, d,

    Find K, ZE, ZH

    Closed?

    3. Choose: z1, z2,d,

    Find K, YFa, YSa

    2H E 13

    1

    HP d

    2 1( )

    Z Z Z KT ud

    u

    Fa Sa13

    2

    d 1 FP

    2 Y Y YKTm

    z

    4. Calculate

    standard value11 zdm 4. Rounded up to standard value

    5. Compute a, b1, b2, d1, d2,

    da1, da2, df1, df2

    5. Computer a, b1, b2, d1, d2, da1, da2,df1, df2

    6. Find Yfa, Ysa, Check bending fatigue strength

    6. Find ZE, ZH, check contact fatigue strength

    Just considering

    bending strength.

    Increasing

    module 10%.

    Y

    N

    Soft?NY

    1F Fa Sa FP

    1

    2KTY Y Y

    bd m

    1H E H HP2

    1

    2 ( 1)KT uZ Z Z

    bd u

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    3. choosez1, z2, dFind K, ZE, ZH

    Pinion: z1=31, z2=115, K=1.5, ZE=188.9 (Table 2-15),

    ZH= 2.5, Z=0.87,d=0.8 (Table 2-14 )

    52 2H E 1 331

    HP2 d

    2 1 2.5 188.9 0.87 2 1.5 2.18 10 3.7 1( ) ( ) 84.7mm537 0.8 3.7

    Z Z Z KT udu

    4. Calculate module, standard value 1 1 85 31 2.83m d z

    3m Table 2-4

    5. Compute a, b1, b2, d1, d2, da1, da2, df1, df2(2.3 )

    1 1 3 31 93mmd mz 2 2 3 115 345mmd mz

    2 84.7 0.8 68mmb 1 2 5 73mmb b

    1 2 2 93 345 2 219 mma d d

    1 1 2 93 2 1 3 0.25 3 85.5mmf ad d h c

    2 2 2 345 2 1 3 0.25 3 337.5mmf ad d h c

    1 22 2 2 219 337.5 2 0.25 3 99mm

    a fd a d c

    2 12 2 2 219 85.5 2 0.25 3 351mma fd a d c

    Y Fi 2

    20

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    6. Find YFa, YSa, Check bending fatigue strength

    Pinion: YFa1=2.45, YSa1=1.65;

    Gear: YFa2=2.2, YSa2=1.72.

    5

    1F1 Fa1 Sa1 FP1

    1

    2 2 1.5 2.18 102.45 1.65 0.85 118MPa

    68 93 3

    KTY Y Y

    bd m

    Y0.650.85

    Fa2 Sa2F2 F1 FP2

    Fa1 Sa1

    111MPaY Y

    Y Y

    YFa, Fig. 2-20

    YSa, Fig. 2-21

    So, this design is safe.

    Homework 8

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    Problem:

    1. A double speed reducer with spur gears, working in

    unidirectional situation, endures moderate shock.

    2. Service life: 10 years.

    3. Speed ratio of the first stage gear drive i=3.7.

    4. Inputting rotational speed n1=745r/min.

    5. Transmission power P=17KW.6. Hard surface is recommended.

    7. Try to design the first stage gear drive.

    Homework-8

    Tips: For hard surface gear drive, First design by Bending strength, thencheck by Contact strength.