Novel design and geometry for mechanical gearing

This thesis presents quasi-static Finite Element Methods for the analysis of the stress state occurring in a pair of loaded spur gears and aims to further research the effect of tooth profile modifications on the mechanical performance of a mating gear pair. The investigation is then extended to epicyclic transmissions as they are considered the most viable solution when the transmission of high torque level within a compact volume is required. Since, for the current study, only low speed conditions are considered, dynamic loads do not play a crucial role. Vibrations and the resulting noise might be considered negligible and consequently the design process is dictated entirely by the stress state occurring on the mating components. Gear load carrying capacity is limited by maximum contact and bending stress and their correlated failure modes. Consequently, the occurring stress state is the main criteria to characterise the load carrying capacity of a gear system. Contact and bending stresses are evaluated for multiple positions over a mesh cycle of a contacting tooth pair in order to consider the stress fluctuation as consequence of the alternation of single and double pairs of teeth in contact. The influence of gear geometrical proportions on mechanical properties of gears in mesh is studied thoroughly by means of the definition of a domain of feasible combination of geometrical parameters in order to deconstruct the well-established gear design process based on rating standards and base the defined gear geometry on operational and manufacturing constraints only. From this parametric study, suitable suggestions for enhancing the load carrying capacity of the tooth flank are made by showing that the use of non-standard geometric parameters can improve the performance of gears. As this study also aims to improve the performances of epicyclic gearings specifically for low speed-high torque operating conditions, the optimum parameters found in the preliminary parametric analysis were applied to this category of systems. The design procedure based on the area of existence of gear geometry was extended to this case which required the determination of the domain of feasible combination for gears in internal mesh with the addition of constraints addressed to epicyclic configurations. Three epicyclic systems with same boundary design conditions but different combination of geometrical parameters have been modelled and analysed by means of quasi-static FEA. The results have shown that the improvements found for the case of two mating spur gears are also valid for the case of higher order systems in which multiple contacts are simultaneously occurring. Based on these results, suitable suggestions are made for the design of gears working in epicyclic systems for an enhanced torque capacity and a volume reduction for applications characterized by low speed and high loads conditions. An alternative solution to geared systems that guarantees compactness and high torque transmission capabilities has also been investigated; it consists of a cycloidal transmission system. The parametric equations for the cycloidal profile have been determined and an executive design, then manufactured, has been produced. The preliminary quasi-static Finite Element analysis has predicted the load sharing and stress distribution among multiple components confirming the mechanical advantage of this category of transmission systems

Reduction of gear pair transmission error with tooth profile modification

The gear noise problem that widely occurs in power transmission systems is typically characterised by one or more high amplitude acoustic signals. The noise originates from the vibration of the gear pair system caused by transmission error excitation that arises from tooth profile errors, misalignment and tooth deflections. This paper aims to further research the effect of tooth profile modifications on the transmission error of gear pairs. A spur gear pair was modelled using finite elements, and the gear mesh was simulated and analysed under static conditions. The results obtained were used to study the effect of intentional tooth profile modifications on the transmission error of the gear pair. A detailed parametric study, involving development of an optimisation algorithm to design the tooth modifications, was performed to quantify the changes in the transmission error as a function of tooth profile modification parameters as compared to an unmodified gear pair baseline

Gearing

Gearing technology in its modern form has a history of only 100 years. However, the earliest form of gearing can probably be traced back to fourth century B.C. Greece. Current gear practice and recent advances in the technology are drawn together. The history of gearing is reviewed briefly in the Introduction. Subsequent sections describe types of gearing and their geometry, processing, and manufacture. Both conventional and more recent methods of determining gear stress and deflections are considered. The subjects of life prediction and lubrication are additions to the literature. New and more complete methods of power loss predictions as well as an optimum design of spur gear meshes are described. Conventional and new types of power transmission systems are presented

Influence of linear profile modification and loading conditions on the dynamic tooth load and stress of high contact ratio gears

A computer simulation for the dynamic response of high-contact-ratio spur gear transmissions is presented. High contact ratio gears have the potential to produce lower dynamic tooth loads and minimum root stress but they can be sensitive to tooth profile errors. The analysis presented examines various profile modifications under realistic loading conditions. The effect of these modifications on the dynamic load (force) between mating gear teeth and the dynamic root stress is presented. Since the contact stress is dependent on the dynamic load, minimizing dynamic loads will also minimize contact stresses. It is shown that the combination of profile modification and the applied load (torque) carried by a gear system has a significant influence on gear dynamics. The ideal modification at one value of applied load will not be the best solution for a different load. High-contact-ratio gears were found to require less modification than standard low-contact-ratio gears. High-contact-ratio gears are more adversely affected by excess modification than by under modification. In addition, the optimal profile modification required to minimize the dynamic load (hence the contact stress) on a gear tooth differs from the optimal modification required to minimize the dynamic root (bending) stress. Computer simulation can help find the design tradeoffs to determine the best profile modification to satisfy the conflicting constraints of minimizing both the load and root stress in gears which must operate over a range of applied loads

Contact stress analysis of spiral bevel gears using nonlinear finite element static analysis

A procedure is presented for performing three-dimensional stress analysis of spiral bevel gears in mesh using the finite element method. The procedure involves generating a finite element model by solving equations that identify tooth surface coordinates. Coordinate transformations are used to orientate the gear and pinion for gear meshing. Contact boundary conditions are simulated with gap elements. A solution technique for correct orientation of the gap elements is given. Example models and results are presented

On the modelling of spur and helical gear dynamic behaviour

This chapter is aimed at introducing the fundamentals of spur and helical gear dynamics. Using three-dimensional lumped models and a thin-slice approach for mesh elasticity, the general equations of motion for single-stage spur or helical gears are presented. Some particular cases including the classic one degree-of-freedom model are examined in order to introduce and illustrate the basic phenomena. The interest of the concept of transmission errors is analysed and a number of practical considerations are deduced. Emphasis is deliberately placed on analytical results which, although approximate, allow a clearer understanding of gear dynamics than that provided by extensive numerical simulations. Some extensions towards continuous models are presented

Gear optimization

The use of formal numerical optimization methods for the design of gears is investigated. To achieve this, computer codes were developed for the analysis of spur gears and spiral bevel gears. These codes calculate the life, dynamic load, bending strength, surface durability, gear weight and size, and various geometric parameters. It is necessary to calculate all such important responses because they all represent competing requirements in the design process. The codes developed here were written in subroutine form and coupled to the COPES/ADS general purpose optimization program. This code allows the user to define the optimization problem at the time of program execution. Typical design variables include face width, number of teeth and diametral pitch. The user is free to choose any calculated response as the design objective to minimize or maximize and may impose lower and upper bounds on any calculated responses. Typical examples include life maximization with limits on dynamic load, stress, weight, etc. or minimization of weight subject to limits on life, dynamic load, etc. The research codes were written in modular form for easy expansion and so that they could be combined to create a multiple reduction optimization capability in future

Computer-aided design of high-contact-ratio gears for minimum dynamic load and stress

A computer aided design procedure is presented for minimizing dynamic effects on high contact ratio gears by modification of the tooth profile. Both linear and parabolic tooth profile modifications of high contact ratio gears under various loading conditions are examined and compared. The effects of the total amount of modification and the length of the modification zone were systematically studied at various loads and speeds to find the optimum profile design for minimizing the dynamic load and the tooth bending stress. Parabolic profile modification is preferred over linear profile modification for high contact ratio gears because of its lower sensitivity to manufacturing errors. For parabolic modification, a greater amount of modification at the tooth tip and a longer modification zone are required. Design charts are presented for high contact ratio gears with various profile modifications operating under a range of loads. A procedure is illustrated for using the charts to find the optimum profile design

A computer solution for the dynamic load, lubricant film thickness and surface temperatures in spiral bevel gears

A complete analysis of spiral bevel gear sets is presented. The gear profile is described by the movements of the cutting tools. The contact patterns of the rigid body gears are investigated. The tooth dynamic force is studied by combining the effects of variable teeth meshing stiffness, speed, damping, and bearing stiffness. The lubrication performance is also accomplished by including the effects of the lubricant viscosity, ambient temperature, and gear speed. A set of numerical results is also presented

Contact stresses in gear teeth: A new method of analysis

A new, innovative procedure called point load superposition for determining the contact stresses in mating gear teeth. It is believed that this procedure will greatly extend both the range of applicability and the accuracy of gear contact stress analysis. Point load superposition is based upon fundamental solutions from the theory of elasticity. It is an iterative numerical procedure which has distinct advantages over the classical Hertz method, the finite element method, and over existing applications with the boundary element method. Specifically, friction and sliding effects, which are either excluded from or difficult to study with the classical methods, are routinely handled with the new procedure. Presented here are the basic theory and the algorithms. Several examples are given. Results are consistent with those of the classical theories. Applications to spur gears are discussed