optimal design for a cylindrical gear with inclined teeth
TRANSCRIPT
Volume XXII 2019
ISSUE no.2
MBNA Publishing House Constanta 2019
doi: 10.21279/1454-864X-19-I2-019 SBNAยฉ 2019. This work is licensed under the CC BY-NC-SA 4.0 License
SBNA PAPER โข OPEN ACCESS
Optimal design for a cylindrical gear with inclined
teeth
To cite this article: M. Turof, Scientific Bulletin of Naval Academy, Vol. XXII 2019, pg.158-168.
Available online at www.anmb.ro
ISSN: 2392-8956; ISSN-L: 1454-864X
Optimal design for a cylindrical gear with inclined teeth
Mihaela TUROF
Department of General Engineering Sciences, Naval Electromechanics Faculty,
Constanta Maritime University
Abstract. Designing is an act of creation, which is a technical activity carried out for productive
purpose, and which aims to provide all the data necessary for the implementation of correlated material and financial means, a theme or an idea in practice.
Depending on the operating conditions of the machines and their technological destination,
optimum reliability, maintainability and ergonomics must be ensured from the design stage.
For some areas where toothed gears are used, such as the aerospace industry, the automotive
construction etc., reduced gear mass (volume) can be an important parameter to become an
optimization criterion.
This paper aims to study the gearing mass and proposes to minimize this function.
๐๐๐๐๐๐๐๐ = ๐๐๐๐๐๐๐๐ โ ๐๐๐๐ก๐๐๐๐๐ โ ๐๐๐
1. Introduction The gear mechanism is made up of two gears, which are sequentially transmitted through the teeth and
continuously contacting (engaging) - rotating movement and torque between the two shafts.
Gears are used to transmit the rotation movement from the drive shaft to the other driven, achieving a constant transmission ratio between speeds. Transmission of movement is always accompanied by the
transmission of torque, which is a mechanical work, so a power.
A gear is made up of a pair of gears, one driving and the other driven. Relative sliding of the surfaces in contact is excluded because the movement is not transmitted by the frictional force but by a pushing
force between the teeth.
Gears have a wide use in mechanical transmissions, due to their advantages: constant transmission
ratio; safety in operation; high durability; high efficiency; reduced size; the possibility of using for a wide range of powers, speeds and transmission reports. As drawbacks, there can be mentioned: high
execution and mounting precision; complicated technology; noise and vibration in operation.
In the modern construction of machines and appliances, gearing is the most important and most used mechanism. The construction of a car like that of a lathe contains dozens of gears.
Properly groomed and properly assembled can guarantee safe operation at speeds and reduced power
up to thousands of kilowatts of power and at high speeds up to 100-150 m / s. At present, toothed wheels
with dimensions between fractions of millimeters up to 10 m in diameter can be built. When selecting the material, a number of factors must be taken into account: the load that loads the
gear; the required service life; the mechanical characteristics of the materials; how to obtain the semi-
finished product; execution technology; economic efficiency; operating conditions.
2. The optimisation problem
This paper is a study on the mass of a gear speed reducer single stage and the objective function is to
minimize this value.
Figure 1 - Speed reducer single stage
Figure 2 โ Kinematic scheme of the reducer
It is proposed to design a cylindrical gear with inclined teeth having the following input data:
Power of the second shaft: ๐2 = 24 ๐๐
Total gear ratio: ๐๐ = 2
Speed of the second shaft: ๐2 = 1000 ๐๐๐ก/๐๐๐
The mean time in service between two successive repairs: ๐ฟโ = 9000 โ๐๐ข๐๐
Number of wheels in contact with the wheel gear: ๐1,2 = 1
Difference in wheel width: ฮ๐ = 5 ๐๐
Toothed wheel materials:
Pinion: 41MoCr11 - improved steel: ๐ป๐ต1 = 2800 ๐๐๐
Gear: 40Cr10 โ improved steel: ๐ป๐ต2 = 2500 ๐๐๐
Density materials: ๐๐๐๐ฅ = 7,85 โ 10โ6 ๐๐/๐๐3
Tensions limit for material gears:
- ๐๐ป lim 1 = 720 ๐๐๐
- ๐๐ป lim 2 = 675 ๐๐๐
- ๐๐น lim 1 = 460 ๐๐๐
- ๐๐น lim 2 = 445 ๐๐๐
Safety factor for contact stress:
- ๐๐ป = 1,25
- ๐๐น = 1,5
Flank hardness factor: ๐๐ค = 1
Elasticity factor of the wheel material: ๐๐ธ = 189,8 ๐๐๐1/2
Material factor: ๐๐ = 271 ๐/๐๐2
Precision class (tolerance grade): 7 toothing milling with the snail cutter and grinding
Rack reference: ISO 53;
Profile of generating rack:
Pressure angle normal reference plane: ๐ผ๐=20ยฐ
Tooth head height factor: โ0๐โ = 1
Match factor at the head of the reference tooth: ๐โ = 0,25
Factor of operating mode: ๐พ๐ด = 1
Lubricant type: TIN 125 EP with kinematic viscosity 125รท140 ๐๐2/๐ at 50ยฐ๐ถ
Overloading coefficient ๐๐ = 1
3. Optimisation problem genes In the broad sense, optimization means the action of determining, on the basis of a predetermined
criterion, the best decision in a given situation where more than one decision is possible, as well as the action to implement the established decision as well as its outcome.
Narrow optimization simply means action establishing the right choice (solution) called Decision
optimal (optimal solution).
Five variables are considered to optimize the problem.
Variable 1 - ๐๐ โ the center distance, axial distance values are those standardized in the field
40รท315 mm
Variable 2 - ๐๐ โ the coefficient ratio between the width and the axial distance (variable real continuous), taking values in the range of 0,1 รท0,6
Variable 3 - ๐ท โ the inclination helix angle on the pitch cylinder (variable real continuous), with
value in the field 7,25ยฐ รท 15ยฐ
Variable 4 - ๐๐ โ the number of pinion teeth (full variable),with values in range 24 รท 50
Variable 5 - ๐๐ โ the profile displacement coefficient sum for both gears (real continuos
variable), having values in the range -0,5 รท +1,1
4. Calculate the amount necessary for describing the problem of optimization
Taking into account the inputs and variables mentioned above, it is necessary to go through a series of
steps to determine the essential dimensions for describing the objective function and the optimization problem constraints.
4.1. Determining the power of the electric motor
๐๐ =๐2
๐๐ก๐๐ก=
24
0,949= 25,29 ๐๐
๐๐ก๐๐ก = ๐12 โ ๐๐2 โ ๐๐ = 0,97 โ 0,9942 โ 0,99 = 0,949
Where:
๐๐ก๐๐ก โ total efficiency of the drive mechanism
๐12 = 0,97 - efficiency of the gears
๐๐ = 0,994 - a pair of bearings efficiency:
๐๐ = 0,99 - the lubrification efficiency:
4.2. Choosing electric motor
From STAS we choose the EM type 225M-60-6 with :
The nominal power: ๐๐ธ๐ = 30๐๐ > 25,29๐๐
The loaded speed: ๐1 = 2870๐๐๐ก/๐๐๐ > ๐12 = ๐2 โ ๐๐ = 1000 โ 2 = 2000 ๐๐๐ก/๐๐๐
4.3. Determination of the torque moments of the shafts
The moments developed for the two shafts of the reducer are:
๐๐ก1 =30 โ ๐1
๐ โ ๐1โ 106 = 99821๐๐๐
๐๐ก2 =30 โ ๐2
๐ โ ๐2โ 106 = 229299๐๐๐
4.4. Calculating the normal module, the distance between the axes and the number of teeth
The distance between axes ๐
๐ โฅ (1 + ๐ข)โ๐พ๐ด โ ๐พ๐ โ ๐พ๐ป๐ฝ โ ๐๐ก2
2 โ ๐ข โ ๐๐โ (
๐๐ โ ๐๐ป โ ๐๐๐๐ป ๐๐๐
๐๐ปโ ๐พ๐ป๐ โ ๐๐ โ ๐๐
)
23
= 122,761 ๐๐
Where:
๐ข = ๐๐ = 2 The center distance is standardizedand is given in table 1 and weโll choose the next superior value
but whether the calculated value is les than 5% than the lower one, we may choose the lower one.
Table 1 โ Standard center distances [mm]
I II I II I II I II I II I II
40 40
45
63 63
71
100 100
112
160 160
180
250 250
280
400 400
450
50 50
56
80 80
90
125 125
140
200 200
225
315 315
355
500 500
560
Table 1 shows the standard values for axle spacing between cylindrical and worm gears. The
values of the I string are preferential.
Weโll take ๐๐ค = 125 ๐๐
The normal module ๐๐
๐๐ โฅ๐๐ก2 โ (1 + ๐ข) โ ๐พ๐ด โ ๐พ๐ โ ๐พ๐ผ โ ๐พ๐น๐ฝ โ ๐๐น โ ๐๐ฝ
ฮจ๐ โ ๐2 ๐๐น ๐๐๐
๐๐นโ ๐พ๐น๐ โ ๐๐ โ ๐๐น๐ฅ
= 0,927 ๐๐
If the value is under 1 mm then ๐๐ is selected 1 mm. Thus ๐๐ = 1 ๐๐
Establishing the number of teeth for the driving gear
The maximum number of teeth is calculated taking into account the center distance and the normal
module
๐ง1 ๐๐๐ฅ =2 โ ๐๐ค โ ๐๐๐ ๐ฝ
๐๐ โ (1 + ๐ข)=
2 โ 125 โ cos (15ยฐ)
1 โ (1 + 2)= 80,49 ๐๐
๐ง1 < ๐ง1 ๐๐๐ฅ => ๐ง1 = 30 รท 35 if ๐ง1 ๐๐๐ฅ = 45 รท 80 and more
Weโll choose ๐ง1 = 35
4.5. The final selection of the normal module, the distance between the axes and the number of teeth
๐๐ =2 โ ๐๐ค โ ๐๐๐ ๐ฝ
๐ง1 โ (1 + ๐ข)=
2 โ 125 โ cos (15ยฐ)
35 โ (1 + 2)= 2,30 ๐๐
The new module now is ๐๐ = 2,25
With this new value one may recalculate the number of teeth:
๐ง1 =2 โ ๐๐ค โ ๐๐๐ ๐ฝ
๐๐ โ (1 + ๐ข)=
2 โ 125 โ cos (15ยฐ)
2,25 โ (1 + 2)= 35,77
The new selected number is identical with the preliminary selected one ๐ง1 = 35
With ๐ง1 final we may calculate the number of teeth for the driven gear
๐ง2 = ๐ข โ ๐ง1 = 2 โ 35 = 70
The rational for selection of ๐ง2 is recommended that the number of teeth of both gears not to divide
exactly (relative prime number).
Weโll choose ๐ง2 = 71
The reference center distance is recalculated
๐0 =๐๐ โ (๐ง1 + ๐ง2)
2 โ ๐๐๐ ๐ฝ=
2,25 โ (35 + 71)
2 โ cos (15ยฐ)= 123,46 ๐๐
4.6. Geometrical elements calculation
โบ The frontal pitch pressure angle ๐ถ๐
๐ผ๐ก = ๐๐๐๐ก๐ (๐ก๐๐ผ๐
๐๐๐ ๐ฝ) = ๐๐๐๐ก๐ (
๐ก๐(20ยฐ)
cos (15ยฐ)) = 20,65ยฐ
โบ The pitch gearing normal angle ๐๐๐
๐ผ๐ค๐ก = ๐๐๐๐๐๐ (๐0 โ ๐๐๐ ๐ผ๐ก
๐๐ค) = 22,45ยฐ
โบ The profile displacement coefficient sum for both gears ๐๐
๐ฅ๐ = ๐ฅ1 + ๐ฅ2 = (๐ง1 + ๐ง2) โ๐๐๐ฃ(๐ผ๐ค๐ก) โ ๐๐๐ฃ(๐ผ๐ก)
2 โ ๐ก๐(๐ผ๐)= 0,6931
Where:
๐๐๐ฃ(๐ผ๐ค๐ก) = ๐ก๐(๐ผ๐ค๐ก) โ๐
180โ ๐ผ๐ค๐ก = 0,0212
๐๐๐ฃ(๐ผ๐ก) = ๐ก๐(๐ผ๐ก) โ๐
180โ ๐ผ๐ก = 0,0164
In order to distribute this sum on both gears weโll use the chart (Figure 3).
Figure 3 โ Profile displacement distribution
From the chart we have ๐ฅ1 = 0,4 so that ๐ฅ2 = 0,293
โบ Pitch diameter ๐ ๐; ๐ ๐
๐1 =๐๐ โ ๐ง1
๐๐๐ ๐ฝ= 81,515 ๐๐
๐2 =๐๐ โ ๐ง2
๐๐๐ ๐ฝ= 165,359 ๐๐
โบ Top land diameter ๐ ๐๐; ๐ ๐๐
๐๐1 = ๐1 + 2 โ โ๐1 = 87,815 ๐๐
๐๐2 = ๐2 + 2 โ โ๐2 = 171,177 ๐๐ Where addendum is:
โ๐1 = ๐๐ โ (โ0๐โ + ๐ฅ1) = 3,15 ๐๐
โ๐2 = ๐๐ โ (โ0๐โ + ๐ฅ2) = 2,909 ๐๐
โ0๐โ = 1
โบ Root diameter ๐ ๐๐; ๐ ๐๐
๐๐1 = ๐1 โ 2 โ โ๐1 = 77,695 ๐๐
๐๐2 = ๐2 โ 2 โ โ๐2 = 161,053 ๐๐
Where dedendum is:
โ๐1 = ๐๐ โ (โ0๐โ โ ๐ฅ1) = 1,91 ๐๐
โ๐2 = ๐๐ โ (โ0๐โ โ ๐ฅ2) = 2,153 ๐๐
โ0๐โ = 1,25
โบ Base circle diameter ๐ ๐๐ ; ๐ ๐๐
๐๐1 = ๐1 โ cos(๐ผ๐ก) = 76,277 ๐๐
๐๐2 = ๐2 โ cos(๐ผ๐ก) = 154,735 ๐๐
Figure 4 โ Geometrical elements for gears
โบ Rolling diameter ๐ ๐๐; ๐ ๐๐
๐๐ค1 = ๐1 โ๐๐๐ (๐ผ๐ก)
๐๐๐ (๐ผ๐ค๐ก)= 82,543 ๐๐
๐๐ค2 = ๐2 โ๐๐๐ (๐ผ๐ก)
๐๐๐ (๐ผ๐ค๐ก)= 167,425 ๐๐
โบ Gear width ๐๐; ๐๐
๐2 = ๐๐ค โ ๐๐ = 58 ๐๐
๐1 = ๐2 + ๐๐ = 63 ๐๐
4.7. Echivalent gear elements
The echivalent gear teeth number ๐๐๐; ๐๐๐
๐ง๐1 =๐ง1
๐๐๐ ๐ฝ3= 38,83 => ๐ง๐1 = 39
๐ง๐2 =๐ง2
๐๐๐ ๐ฝ3= 78,78 => ๐ง๐2 = 79
The equivalent gear pitch diameter ๐ ๐๐; ๐ ๐๐
๐๐1 =๐1
๐๐๐ 2๐ฝ= 87,367 ๐๐
๐๐2 =๐2
๐๐๐ 2๐ฝ= 177,231 ๐๐
The equivalent top land diameter ๐ ๐๐๐; ๐ ๐๐๐
๐๐๐1 = ๐๐1 + ๐๐1 โ ๐1 = 93,667 ๐๐
๐๐๐2 = ๐๐2 + ๐๐2 โ ๐2 = 183,049 ๐๐
The equivalent base circle diameter ๐ ๐๐๐; ๐ ๐๐๐
๐๐๐1=๐๐1 โ ๐๐๐ ๐ผ๐ = 82,098 ๐๐
๐๐๐2=๐๐2 โ ๐๐๐ ๐ผ๐ = 166,543 ๐๐
The echivalent distance between axes, [mm]๐๐๐
๐๐ค๐ โฅ๐๐ค
๐๐๐ ๐ฝ๐โ
๐๐๐ ๐ผ๐
๐๐๐ ๐ผ๐ค๐= 110,045 ๐๐
Where:
๐ฝ๐ = ๐๐๐๐ก๐ (๐๐1
๐1๐ก๐๐ฝ) = 14,07ยฐ
๐ฝ๐ค = ๐๐๐๐ก๐ (๐๐ค1
๐1๐ก๐๐ฝ) = 15,18ยฐ
๐ผ๐ค๐ = ๐๐๐๐๐๐ (๐๐๐ ๐ผ๐ค๐ก โ ๐๐๐ ๐ฝ๐
๐๐๐ ๐ฝ๐ค) = 21,78ยฐ
From Table 1 weโll take ๐๐ค๐ = 112 ๐๐
The equivalente normale module ๐๐๐
๐๐๐ =2 โ ๐๐ค๐ โ ๐๐๐ ๐ฝ๐ค
๐ง๐1 + ๐ง๐2= 1,83 ๐๐
The new module now is ๐๐๐ = 1,75
5. Calculating the gear mass (volume)
The gearing weight is:
๐๐๐๐๐๐๐๐ = ๐๐๐๐๐๐๐๐ โ ๐๐๐๐ก๐๐๐๐๐
Where:
๐๐๐๐๐๐๐๐ โ gear unit volume
๐๐๐๐ก๐๐๐๐๐ โ density of the gear wheel material: ๐๐๐๐ฅ = 7,85 โ 10โ6 ๐๐/๐๐3
The gear unit volume is:
๐๐๐๐๐๐๐๐ = ๐๐ง1 + ๐๐ง2
Where:
๐๐ง1 โ pinion volume, [๐๐3]
๐๐ง2 โ gear volume, [๐๐3]
We write in generalized form the relationships for volume determination using the index โiโ (i-1 for the pinion, i-2 for the gear). Based on this notation the volume of the cylindrical inclined teeth is:
๐๐ง ๐ = ๐ด๐ โ ๐๐
Where:
๐ด๐ โ area of the cylindrical front surface with inclined teeth, [๐๐2]
๐๐ โ width of cylindrical wheels with inclined teeth, [mm]
Area of the cylindrical front surface with inclined teeth is:
๐ด๐ = ๐ด๐๐๐ ๐ ๐ + ๐ด๐ง ๐ โ ๐ง๐ Where:
๐ด๐๐๐ ๐ ๐ โ front surface area of the disc
๐ด๐ง ๐ โ area of the cylindrical tooth front surface
๐ด๐๐๐ ๐ ๐ =๐ โ ๐๐ ๐
2
4
Where:
๐๐ ๐ โ root diameter of the cylindrical wheel
For calculating the area of the front surface of the cylindrical toothed wheel tooth, its surface has
been divided into several circular sectors of known rays and angles (Figure 5).
Figure 5 โ Dividing the front surface Figure 6 โ Involute chart area
of the gear wheel
With notation in Figure 5, the front surface area can be written as follows:
๐ด๐ง ๐ = 2 โ ๐ด๐ด๐ธ๐ ๐ + ๐ด๐ด๐๐๐ ๐ + ๐ด๐ธ๐ป๐พ๐น ๐ + 2 โ ๐ด๐ ๐
Where:
๐ด๐ด๐ธ๐ ๐ โ contour area defined by points A, E, M, [๐๐2] ๐ด๐ด๐๐๐ ๐ โ contour area defined by points A, M, N, P, [๐๐2] ๐ด๐ธ๐ป๐พ๐น ๐ โ contour area defined by points E, H, K, F, [๐๐2] ๐ด๐ ๐ โ zone conection area (outline bounded by points E, G, H, [๐๐2]
Contour area defined by points A, E and M is:
๐ด๐ด๐ธ๐ ๐ = ๐ด๐๐ ๐ธ๐ด๐ต๐ท ๐ โ ๐ดฮ๐๐ ๐ต๐ด โ ๐ด๐ ๐๐๐ก ๐๐๐ธ๐ = 3428,824 ๐๐2
Contour area defined by points A, M, N and P is:
๐ด๐ด๐๐๐ ๐ = ๐ด๐ ๐๐๐ก ๐๐๐ด๐ โ ๐ด๐ ๐๐๐ก ๐๐๐๐ = 2241,68 ๐๐2
Contour area defined by points E, H, K and F is:
๐ด๐ธ๐ป๐พ๐น ๐ = ๐ด๐ ๐๐๐ก ๐๐๐ธ๐น โ ๐ด๐ ๐๐๐ก ๐๐๐ป๐พ = 3725,512 ๐๐2
Zone conection area is:
๐ด๐ ๐ = ๐ดฮ๐๐๐๐ธ โ ๐ด๐ ๐๐๐ก ๐๐๐บ๐ป โ ๐ด๐ ๐๐๐ก ๐๐บ๐ธ = 2231,278 ๐๐2
Area of the cylindrical front surface with inclined teeth is:
๐ด๐ = ๐ด๐๐๐ ๐ ๐ + ๐ด๐ง ๐ โ ๐ง๐= = 17287,396 ๐๐2 The volume of the cylindrical inclined teeth is:
๐๐ง ๐ = ๐ด๐ โ ๐๐ = 1099910,57 ๐๐3 The gearing weight is:
๐๐๐๐๐๐๐๐ = ๐๐๐๐๐๐๐๐ โ ๐๐๐๐ก๐๐๐๐๐ = 8,634 ๐๐
6. The objective of the optimization problem
For some areas where toothed gears are used, such as the aerospace industry, the automotive
construction etc., reduced gear mass (volume) can be an important parameter to become an optimization
criterion. For this reazon it was considered as a function gear unit mass. We want to minimize this function.
๐๐๐๐๐๐๐๐ = ๐๐๐๐๐๐๐๐ โ ๐๐๐๐ก๐๐๐๐๐ โ ๐๐๐
The Mathcad 15 software was used to solve the optimal design problem. The values of the minimum
mass variable are shown in Table 2.
Tabel 2 โ Values of solution variables with minimum mass
Nr. Variable Symbol Valoare
1 Distance between axes, [mm] ๐๐ค 112
2 Coefficient of displacement in the normal plane for the pinion ๐ฅ๐ 1
3 Coefficient ratio between the width and the axial distance ๐๐ 0,45
4 Inclination helix angle on the pitch cylinder ๐ฝ 14,07ยฐ
5 Gear teeth number ๐ง1 39
Table 3 presents a comparison of the main geometric elements of the gear in the two variants (classical and optimal respectively).
Tabel 3 - Comparison between the two variants of gears
Nr. Characteristic Classic version Optimal version
pinion wheel pinion wheel
1 Normal module, [mm] 2,25 1,75
2 Distance between axes, [mm] 125 112
3 Number of teeth of gears 35 71 39 79
4 Width gears, [mm] 63 58 67 62
5 Root diameter, [mm] 77,695 161,053 69,925 145,558
6 Pitch diameter, [mm] 81,515 165,359 73,363 148,823
7 Rolling diameter, [mm] 82,543 167,425 74,288 150,682
8 Top land diameter, [mm] 87,815 171,177 79,033 154,059
9 Base circle diameter, [mm] 76,277 154,735 67,124 140,808
10 Gearing weith, [kg] 8,634 7,403
7. Conclusions
For over 20 years, Mathcad is the standard recognized performing, documenting and working
collaboratively with engineering calculations, methods and algorithms in design.
Unlike spreadsheet programs, where equations are expressed cryptic and conversion between systems of different units is impossible, or programming languages, accessible mainly programmers,
Mathcad is a much better perform and manage engineering calculations, they being easy to achieve,
understood, verified, communicated and followed logically.
Based on the values in Table 3, it can be noticed that in the optimal variant the wheels
of gearing are wider (coefficient of ratio between the width and the axial distance increased from
0,46 โ 0,59) but with smaller diameters. The gearing weight decreased from 8,634 to 7,403 kg (which
which represents a 14,25% decrease in mass) on the idea that the same conditions function for both variants.
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