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Dr. Badreddine AYADI 2016 GearsGeneral Text Book : Mechanical Engineering Design, 9th Edition Chapter 13 UNIVERSITY OF HAIL College of Engineering Department of Mechanical Engineering
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Page 1: Gears General - uoh.edu.sa€¦ · Helical gears can be used for the same applications as spur gears and, when so used, are not as noisy, because of the more gradual engagement of

Dr. Badreddine AYADI

2016

Gears—General

Text Book : Mechanical Engineering Design, 9th Edition

Chapter 13

UNIVERSITY OF HAIL College of Engineering

Department of Mechanical Engineering

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Chapter Outline

Types of Gears

Nomenclature

Conjugate Action

Involute Properties

Fundamentals

Contact Ratio

Interference

The Forming of Gear Teeth

Straight Bevel Gears

Parallel Helical Gears

Worm Gears

Tooth Systems

Gear Trains

Slide 2 Gears—General

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Types of Gears

Slide 3 Gears—General

Spur gears (Fig. 13–1)

Have teeth parallel to the axis of rotation and are used to transmit motion

from one shaft to another, parallel, shaft.

Of all types, the spur gear is the simplest and, for this reason, will be

used to develop the primary kinematic relationships of the tooth form.

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Slide 4 Gears—General

Helical gears (Fig. 13–2)

Types of Gears

Have teeth inclined to the axis of rotation. Helical gears can be used for

the same applications as spur gears and, when so used, are not as noisy,

because of the more gradual engagement of the teeth during meshing.

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Slide 5 Gears—General

Types of Gears

Bevel gears (Fig. 13–3)

Have teeth formed on conical surfaces and are used mostly for transmitting

motion between intersecting shafts.

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Slide 6 Gears—General

Types of Gears

Worms and worm gears (Fig. 13–4)

Represent the fourth basic gear type. As shown, the worm resembles a

screw. The direction of rotation of the worm gear, also called the worm

wheel, depends upon the direction of rotation of the worm and upon

whether the worm teeth are cut right-hand or left-hand.

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Nomenclature

Slide 7 Gears—General

The terminology of spur-gear teeth is illustrated in Fig. 13–5. The pitch

circle is a theoretical circle upon which all calculations are usually

based; its diameter is the pitch diameter.

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Slide 8 Gears—General

Nomenclature

Pitch circle: the theoretical circle upon which calculations are based

and its diameter is called the “pitch diameter”. Pitch circles of mating

gears are tangent to each other. The “smaller” of the mating gears is

called the pinion and the “larger” is called the gear.

Circular pitch (p): is the distance, measured on the pitch circle, from

point on one tooth to a corresponding point on an adjacent tooth. Thus

the circular pitch is equal to the sum of the tooth thickness and the width

of space.

Module (m): is the ratio of the pitch diameter to the number of teeth.

The customary unit of length used is the millimeter. The module is the

index of tooth size in SI.

𝒎 =𝒅

𝑵

𝒑 =𝝅𝒅

𝑵= 𝝅 𝒎

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Slide 9 Gears—General

Nomenclature

Diametral pitch (P): is the ratio of the number of teeth on the gear to the

pitch diameter. Thus, it is the reciprocal of the module. Since diametral

pitch is used only with U.S. units, it is expressed as teeth per inch.

𝑷 =𝑵

𝒅=

𝟏

𝒎

Addendum (a) is the radial distance between the top land and the

pitch circle. The dedendum (b) is the radial distance from the bottom

land to the pitch circle. The whole depth ht is the sum of the

addendum and the dedendum.

Clearance circle: is a circle that is tangent to the addendum circle of

the mating gear. The clearance c is the amount by which the dedendum

in a given gear exceeds the addendum of its mating gear. The backlash

is the amount by which the width of a tooth space exceeds the

thickness of the engaging tooth measured on the pitch circles.

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Conjugate Action

Slide 10 Gears—General

The profile of gear teeth are designed such that they will produce constant

angular velocity ratio during meshing, and this is called conjugate action. When

one curved surface pushes against another, as seen in the figure 13-6, the point

of contact occurs where the two surfaces are tangent to each other (Point c) and

the forces will be directed along the common normal (line ab) which is also

called the “line of action” or the “pressure line”.

The line of action will

intersect the line of centers

at point “P” which also

defines the point of tangency

of the pitch circles of the two

mating gears and it is called

the pitch point.

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Slide 11 Gears—General

The angular-velocity ratio is inversely proportional to the ratio of radii

of the pitch circles of mating gear.

Conjugate Action

𝒘𝑨

𝒘𝑩=

𝒓𝑩

𝒓𝑨

To transmit rotation at constant angular velocity the pitch point must

remain fixed, meaning that all lines of action must pass through the

same point “P”.

To satisfy that, the profile of gear teeth are shaped as “involute profile”.

With involute profile, all points of contact occur along the same line

which is the line of action.

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Involute Properties

Slide 12 Gears—General

The circle on which involute is generated is called “Base circle”. An

involute curve may be generated using a cord wrapped around the

base circle, Fig 13-7.

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Slide 13 Gears—General

• The most common conjugate profile is the involute profile.

• Can be generated by unwrapping a string from a cylinder, keeping the

string taut and tangent to the cylinder.

• Circle is called base circle.

Fundamentals

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Fundamentals

Slide 14 Gears—General

Circles of a Gear Layout • Pitch circles in contact

• Pressure line at desired

pressure angle

• Base circles tangent to

pressure line

• Involute profile from

base circle

• Cap teeth at addendum

circle at 1/P from pitch

circle

• Root of teeth at

dedendum

circle at 1.25/P from

pitch circle

• Tooth spacing from

circular pitch, p = p / P

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Slide 15 Gears—General

Fundamentals

Relation of Base Circle to Pressure Angle

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Slide 16 Gears—General

First point of contact

at a where flank of

pinion touches tip of

gear

Last point of contact

at b where tip of

pinion touches flank

of gear

Line ab is line of

action

Angle of action is sum

of angle of approach

and angle of recess

Tooth Action

Fundamentals

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Slide 17 Gears—General

Involute-toothed pinion and rack. • A rack is a spur gear with an pitch diameter of infinity.

• The sides of the teeth are straight lines making an angle to the line of

centers equal to the pressure angle.

• The base pitch and circular pitch, shown in Fig. 13–13, are related by

Fundamentals

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Slide 18 Gears—General

Internal gear and pinion.

Fundamentals

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Slide 19 Gears—General

EXAMPLE 13–1

A gearset consists of a 16-tooth pinion driving a 40-tooth gear. The module is

4 mm, and the addendum and dedendum are 1/P and 1.25/P, respectively.

The gears are cut using a pressure angle of 20◦.

(a) Compute the circular pitch, the center distance, and the radii of the base

circles.

(b) In mounting these gears, the center distance was incorrectly made 2 mm

larger.

Compute the new values of the pressure angle and the pitch-circle

diameters.

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Slide 20 Gears—General

Solution

EXAMPLE 13–1

(a) 𝑝 = 𝜋 × 𝑚 = 𝜋 × 4 = 12.56 mm

The pitch diameters of the pinion and gear are, respectively,

𝑑𝑝 = 𝑁𝑝 × 𝑚 = 16 × 4 = 64 mm

𝑑𝐺 = 𝑁𝐺 × 𝑚 = 40 × 4 = 160 mm

Therefore the center distance is

𝑑𝑝 + 𝑑𝐺

2=

64 + 160

2= 112 mm

Since the teeth were cut on the 20◦ pressure angle, the base-circle radii

are found to be, using rb = r cos ,

𝑟𝑏 pinion =64

2cos 20° = 30.07 mm

𝑟𝑏 gear =160

2cos 20° = 75.17 mm

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Slide 21 Gears—General

(b) Designating d’P and d’G as the new pitch-circle diameters, the 0.2 mm

increase in the center distance requires that

𝑑′𝑝 + 𝑑′𝐺

2= 112.2 mm

Also, the velocity ratio does not change, and hence

𝑑′𝑝

𝑑′𝐺=

16

40

Solving Eqs. (1) and (2) simultaneously yields

(1)

(2)

𝑑′𝑝 = 64.11 mm 𝑑′𝐺 = 160.29 mm

Since rb = r cos Ø, the new pressure angle is

∅′ = 𝑐𝑜𝑠−1𝑟𝑏(pinion)

𝑑′𝑝/2= 𝑐𝑜𝑠−1

30.07

64.11/2= 20.28°

EXAMPLE 13–1

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Slide 22 Gears—General

Contact Ratio • Arc of action qt is the sum of the arc of approach qa and the

arc of recess qr., that is qt = qa + qr

• The contact ratio mc is the ratio of the arc of action and the

circular pitch.

• The contact ratio is the average number of pairs of teeth in

contact.

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Slide 23 Gears—General

Contact Ratio • Contact ratio can also be found from the length of the line of

action

• The contact ratio should be at least 1.2

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Slide 24 Gears—General

Interference

• Contact of portions of

tooth profiles that are

not conjugate is called

interference.

• Occurs when contact

occurs below the base

circle

• If teeth were produced

by generating process

(rather than stamping),

then the generating

process removes the

interfering portion;

known as undercutting.

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Slide 25 Gears—General

Interference

Interference of Spur Gears

• On spur and gear with one-to-one gear ratio, smallest number of teeth

which will not have interference is

• k =1 for full depth teeth. k = 0.8 for stub teeth

• On spur meshed with larger gear with gear ratio mG = NG/NP = m, the

smallest number of teeth which will not have interference is

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Slide 26 Gears—General

Interference

Interference of Spur Gears

• Largest gear with a specified pinion that is interference-free is

• Smallest spur pinion that is interference-free with a rack is

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Slide 27 Gears—General

Interference • For 20º pressure angle, the most useful values from Eqs. (13–11) and

(13–12) are calculated and shown in the table below.

• Increasing the pressure angle to 25º allows smaller numbers of teeth

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Slide 28 Gears—General

Interference

• Interference can be eliminated by using more teeth on the pinion.

• However, if tooth size (that is diametral pitch P) is to be maintained,

then an increase in teeth means an increase in diameter, since P = N/d.

• Interference can also be eliminated by using a larger pressure angle.

This results in a smaller base circle, so more of the tooth profile is

involute.

• This is the primary reason for larger pressure angle.

• Note that the disadvantage of a larger pressure angle is an increase in

radial force for the same amount of transmitted force.

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Slide 29 Gears—General

Forming of Gear Teeth • Common ways of forming gear teeth

• Sand casting

• Shell molding

• Investment casting

• Permanent-mold casting

• Die casting

• Centrifugal casting

• Powder-metallurgy

• Extrusion

• Injection molding (for thermoplastics)

• Cold forming

• Common ways of cutting gear teeth

• Milling

• Shaping

• Hobbing

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Slide 30 Gears—General

Shaping with Pinion Cutter

Forming of Gear Teeth

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Slide 31 Gears—General

Shaping with a Rack

Forming of Gear Teeth

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Slide 32 Gears—General

Forming of Gear Teeth

Hobbing a Worm Gear

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Slide 33 Gears—General

Straight Bevel Gears

• To transmit motion between intersecting shafts

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Slide 34 Gears—General

Straight Bevel Gears

• The shape of teeth,

projected on back

cone, is same as in

a spur gear with

radius rb

• Virtual number of

teeth in this virtual

spur gear is

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Slide 35 Gears—General

Parallel Helical Gears

• Similar to spur gears,

but with teeth making a

helix angle with respect

to the gear centerline

• Adds axial force

component to shaft and

bearings

• Smoother transition of

force between mating

teeth due to gradual

engagement and

disengagement

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Slide 36 Gears—General

Parallel Helical Gears

• Tooth shape is involute helicoid

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Slide 37 Gears—General

• Transverse circular pitch pt is in

the plane of rotation

• Normal circular pitch pn is in the

plane perpendicular to the teeth

• Axial pitch px is along the direction

of the shaft axis

• Normal diametral pitch

Parallel Helical Gears

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Slide 38 Gears—General

• Viewing along the teeth, the apparent

pitch radius is greater than when viewed

along the shaft.

• The greater virtual R has a greater virtual

number of teeth N'

• Allows fewer teeth on helical gears

without undercutting.

Parallel Helical Gears

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Slide 39 Gears—General

Worm Gears

• Common to specify lead

angle l for worm and helix

angle G for gear.

• Common to specify axial

pitch px for worm and

transverse circular pitch pt

for gear.

• Pitch diameter of gear is

measured on plane

containing worm axis

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Slide 40 Gears—General

• Worm may have any pitch diameter.

• Should be same as hob used to cut the gear teeth

• Recommended range for worm pitch diameter as a function of center

distance C,

• Relation between lead L and lead angle l,

Worm Gears

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Slide 41 Gears—General

Tooth Systems

Standard and Commonly Used Tooth Systems for Spur Gears

Table 13–1

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Slide 42 Gears—General

Tooth Systems

Tooth Sizes in General Use

Table 13–2

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Slide 43 Gears—General

Tooth Systems

Tooth Proportions for 20º Straight Bevel-Gear Teeth

Table 13–3

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Slide 44 Gears—General

Tooth Systems

Standard Tooth Proportions for Helical Gears

Table 13–4

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Slide 45 Gears—General

Recommended Pressure Angles and Tooth Depths

for Worm Gearing

Table 13–5

Tooth Systems

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Slide 46 Gears—General

Gear Trains

• For a pinion 2 driving a gear 3, the speed of the driven gear is

where n = revolutions or rev/min

N = number of teeth

d = pitch diameter

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Slide 47 Gears—General

Gear Trains

Relations for Crossed Helical Gears

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Slide 48 Gears—General

Gear Trains

Train Value

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Slide 49 Gears—General

Gear Trains

Compound Gear Train • A practical limit on train value for one pair of gears is 10 to 1

• To obtain more, compound two gears onto the same shaft

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Slide 50 Gears—General

Example 13–4

A gearbox is needed to provide an exact 30:1 increase in speed, while

minimizing the overall gearbox size. Specify appropriate teeth numbers.

Solution

The previous example demonstrated the difficulty with finding integer

numbers of teeth to provide an exact ratio. In order to obtain integers,

factor the overall ratio into two integer stages.

e = 30 = (6)(5)

N2/N3 = 6 and N4/N5 = 5

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Slide 51 Gears—General

With two equations and four unknown numbers of teeth, two free

choices are available. Choose N3 and N5 to be as small as possible

without interference. Assuming a 20° pressure angle, Eq. (13–11)

gives the minimum as 16.

Then

N2 = 6 N3 = 6 (16) = 96

N4 = 5 N5 = 5 (16) = 80

The overall train value is then exact.

e = (96/16)(80/16) = (6)(5) = 30

Example 13–4


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