proposition of a new gear cutting method using by the taper … · tangential direction of the...

Abstract: In this study a new method of gear cutting is proposed. The principle of involute gear generation is as follows: the rack cutter moves in a reciprocatory manner and feeds to the tangential direction of the gear. In the proposed method, a taper endmill is used as the cutter, and the rotating cutter feeds in both the axial and tangential directions of the work gear. By using only a taper endmill, the machining of gears with various specifications including the module, number of teeth, pressure angle, and addendum modification coefficient can be realized. The commonly used gear-cutting method is that of hobbing or gear shaping. In these methods, dedicated tools such as a hob or pinion cutter are used; with them, only gears with a predetermined module and pressure angle are machined. In other words, when gears with different modules or pressure angles are machined, changing the tool is necessary. A formed tool is used as a gear-cutting method that employs an end mill. However, this tool can only machine a predetermined module, pressure angle, and number of teeth. The most important feature of the proposed gear-cutting method is that no restrictions are placed on the gear specifications. In this study, the geometric mechanism of an involute gear cutting using a taper end mill is described. An example of actual machining with a 5-axis machining center or a general-purpose milling machine is also shown, and the utility of the new method is discussed. Key words: Gear generating, small-lot production, taper endmill, 5-axis machining center, new machining method Proposition of a New Gear Cutting Method Using by the Taper Endmill * Hisanobu TERAI ** , Teruyuki ASAO *** and Ryoichi YAGAMI * Received on Febrary 27, 2019 Accepted on July 1, 2019 ** Full member, Robotics and Mechatronics Course, Department of Creative Engineering, National Institute of Technology (KOSEN), Kitakyushu College (5-20-1, Shii, Kokuraminami-ku, Kitakyushu, Fukuoka, 802- 0985, JAPAN) *** Full member, Machine Systems Engineering Course, Department of Creative Engineering, National Institute of Technology (KOSEN), Kitakyushu College Supporting Section for Research and Education, National Institute of Technology (KOSEN), Kitakyushu College 1. Introduction The gear is a critical machine element in many types of machines such as automobiles used to transmit motion and power. In recent years, it has become an essential mechanical element for transmission mechanisms in electric vehicles and reduction mechanisms for the joints of robots, and its demand is increasing 1)–5) . Gear performance must be high and therefore higher precision and higher efficiency are required for gear machining technology. For example, a cutting simulation method to improve the accuracy of hob cutting has been developed 6) , and an extended tool life of the hob has been achieved 7) . In the last few years, gear skiving that can cut internal gears efficiently has attracted considerable attention 8)9) . It is believed that both internal and stepped gears can be efficiently processed, and various gear mechanisms can be applied. For example, gear skiving can manufacture a internal gear with high accuracy and high efficiency by using a new machining method that has conventionally been difficult to shape, and this new machining method can be the impetus for creating new mechanisms and new machines. In this study, a new method of gear cutting is proposed. With this new method, the machining of gears with various parameters, including the module, number of teeth, pressure angle, and profile shift coefficient, can be realized. The commonly used gear-cutting method is that of hobbing, which is shown in Fig. 1, or gear Fig. 1 Hobbing is the one of the most popular method for gear cutting. The cutter is hob. Gear blank Hob Hob shaping. These gear-cutting methods are meant for mass production as opposed to small-lot production. For example, if a single gear set is required, the gears are machined by milling using a formed tool, in which the cutting edge is shaped as an involute curve, but its shape is different depending on the gear parameters (e.g., module, number of teeth, pressure angle). Therefore, the formed tool is not cheap and is difficult to obtain 10)11) . When companies or laboratories require special gears or several types of gears for trial products, preparing the cutter quickly at a reasonable cost and time is quite difficult. One solution is to use a 5-axis machining center 12) . Here, the path of the gear is generated by a special type of CAM. This may be the easiest means of producing a single gear. The cutter used is typically a commercially produced ball endmill. However, in some workshops or laboratories, this type of high-performance CAM is not available. For these situations, the gear-cutting method used is a 5-axis machining center, even if a general purpose milling machine is required. Therefore, in this study, two methods are introduced. The first method employs a 5-axis machining center using simple NC code. The other method uses a general purpose milling machine with synchronous apparatuses. Trial cuttings are performed and the utility of the methods is discussed.

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Page 1: Proposition of a New Gear Cutting Method Using by the Taper … · tangential direction of the gear. In the proposed method, a taper endmill is used as the cutter. The tool moves

Abstract: In this study a new method of gear cutting is proposed. The principle of involute gear generation is as follows: the rack cutter moves in a reciprocatory manner and feeds to the tangential direction of the gear. In the proposed method, a taper endmill is used as the cutter, and the rotating cutter feeds in both the axial and tangential directions of the work gear. By using only a taper endmill, the machining of gears with various specifications including the module, number of teeth, pressure angle, and addendum modification coefficient can be realized. The commonly used gear-cutting method is that of hobbing or gear shaping. In these methods, dedicated tools such as a hob or pinion cutter are used; with them, only gears with a predetermined module and pressure angle are machined. In other words, when gears with different modules or pressure angles are machined, changing the tool is necessary. A formed tool is used as a gear-cutting method that employs an end mill. However, this tool can only machine a predetermined module, pressure angle, and number of teeth. The most important feature of the proposed gear-cutting method is that no restrictions are placed on the gear specifications. In this study, the geometric mechanism of an involute gear cutting using a taper end mill is described. An example of actual machining with a 5-axis machining center or a general-purpose milling machine is also shown, and the utility of the new method is discussed.

Key words: Gear generating, small-lot production, taper endmill, 5-axis machining center, new machining method

Proposition of a New Gear Cutting Method Using by the Taper Endmill*

Hisanobu TERAI**, Teruyuki ASAO*** and Ryoichi YAGAMI†

* Received on Febrary 27, 2019 Accepted on July 1, 2019** Full member, Robotics and Mechatronics Course, Department of Creative

Engineering, National Institute of Technology (KOSEN), Kitakyushu College (5-20-1, Shii, Kokuraminami-ku, Kitakyushu, Fukuoka, 802-0985, JAPAN)

*** Full member, Machine Systems Engineering Course, Department of Creative Engineering, National Institute of Technology (KOSEN), Kitakyushu College

† Supporting Section for Research and Education, National Institute of Technology (KOSEN), Kitakyushu College

1. Introduction

The gear is a critical machine element in many types of machines such as automobiles used to transmit motion and power. In recent years, it has become an essential mechanical element for transmission mechanisms in electric vehicles and reduction mechanisms for the joints of robots, and its demand is increasing1)–5). Gear performance must be high and therefore higher precision and higher efficiency are required for gear machining technology. For example, a cutting simulation method to improve the accuracy of hob cutting has been developed6), and an extended tool life of the hob has been achieved7). In the last few years, gear skiving that can cut internal gears efficiently has attracted considerable attention8)9). It is believed that both internal and stepped gears can be efficiently processed, and various gear mechanisms can be applied. For example, gear skiving can manufacture a internal gear with high accuracy and high efficiency by using a new machining method that has conventionally been difficult to shape, and this new machining method can be the impetus for creating new mechanisms and new machines.

In this study, a new method of gear cutting is proposed. With this new method, the machining of gears with various parameters, including the module, number of teeth, pressure angle, and profile shift coefficient, can be realized. The commonly used gear-cutting method is that of hobbing, which is shown in Fig. 1, or gear

Fig. 1 Hobbing is the one of the most popular method for gear cutting. The cutter is hob.

Gear blank

Hob

Hob

shaping. These gear-cutting methods are meant for mass production as opposed to small-lot production. For example, if a single gear set is required, the gears are machined by milling using a formed tool, in which the cutting edge is shaped as an involute curve, but its shape is different depending on the gear parameters (e.g., module, number of teeth, pressure angle). Therefore, the formed tool is not cheap and is difficult to obtain10)11). When companies or laboratories require special gears or several types of gears for trial products, preparing the cutter quickly at a reasonable cost and time is quite difficult. One solution is to use a 5-axis machining center12). Here, the path of the gear is generated by a special type of CAM. This may be the easiest means of producing a single gear. The cutter used is typically a commercially produced ball endmill. However, in some workshops or laboratories, this type of high-performance CAM is not available. For these situations, the gear-cutting method used is a 5-axis machining center, even if a general purpose milling machine is required.

Therefore, in this study, two methods are introduced. The first method employs a 5-axis machining center using simple NC code. The other method uses a general purpose milling machine with synchronous apparatuses. Trial cuttings are performed and the utility of the methods is discussed.

Page 2: Proposition of a New Gear Cutting Method Using by the Taper … · tangential direction of the gear. In the proposed method, a taper endmill is used as the cutter. The tool moves

2.3 Helical gearIn the case of machining a helical gear, the tool moves along

the gear blank rotation axis, which is the same as the tool path in spur gear machining. The gear blank rotates in sync with the tool movement, as shown in Fig. 5. When the tool moves la, the gear blank must move the length fa on the pitch surface because the tooth groove is inclined with the helix angle β toward the rotation axis. Therefore, the gear blank rotates θa. These relationships are shown in Eq. (2) and (3).

(2)

(3)

2. Principle of Proposed Gear Cutting

2.1 Basic mechanismThe most basic and classic gear-cutting method uses a rack

shaper. The principle of gear generation is shown in Fig. 213). The rack cutter moves in a reciprocatory manner and feeds in the tangential direction of the gear. In the proposed method, a taper endmill is used as the cutter. The tool moves in a reciprocatory manner in a tooth-width direction. In addition, it alternately feeds in the tangential direction of the pitch circle, as shown in Fig. 3. The gear blank rotates synchronously with the tool feed length. The length of movement of the pitch circle is the same as the feed length of the tool. The relationship between the feed length of the tool, ft, and the rotation angle of the gear blank, θw, is shown by Eq. (1), where r0 is the radius of the pitch circle, m is the module, and z is the number of teeth.

(1)

This movement of the taper endmill is the same as that of the rack form tool shown in Fig. 2. Here, the tooth surface generates the involute curved surface precisely based on the work rotation axis. In addition, this movement occurs with only a single tooth groove. Following this process, the gear blank rotates the angle of one pitch, a process known as "indexing." During indexing, the tool stops at the starting point of the path. To produce all teeth, tooth groove machining and indexing must be performed z times.

2.2 Module, number of teeth and pressure angleThe gear parameters, namely, the module m, number of teeth z,

and pressure angle α, are modified as follows. For the standard gear, the module is derived from the following relationship in which the depth h is 2.25m. Therefore, any module gear can be produced by adjusting the gear groove depth. The number of teeth z can be determined by changing the indexing angle θi = 2π/z. The pressure angle α is the same as the half-included angle of the taper endmill. When the half-included angle of the tool does not match the pressure angle, it can be realized by inclining the tool path surface, as shown in Fig. 4. Therefore, the tool path inclines to Δα, which is the difference between the pressure angle and half-included angle. This can then be set to the pressure angle.

θw =ftr0

=2 ftmz

Fig. 3 Proposed gear cuttting method using a taper endmill.This tool path is just for one tooth groove machining. After this

machinig the tool is stopped and the gear blank is indexed.

Taper endmill

Gear blank

θw

Tool path ft

fa = la tan β

Fig. 4 Pressure angle adjustment method. Any pressure angle can be realized by modification of tool path

direction.

Pressure angleTaper end mill

Gear blank

Half included angle

Adjustment angle ΔαOriginal tool path

Arranged tool path

Fig. 2 Generation of an involute gear13)

( pressure angle =20°, number of teeth = 10, profile shift coefficient = 0 )

Rack form tool

θa =far0

=2 fam z

=2la tan β

m z

Page 3: Proposition of a New Gear Cutting Method Using by the Taper … · tangential direction of the gear. In the proposed method, a taper endmill is used as the cutter. The tool moves

2.4 Curved tooth trace gearFrom Eq. (2) the relationship between la and fa can be used to

change any shape. When the relationship is expressed as Eq. (4), the tooth traces produce curved shapes as expressed by f(x) in Eq. (4). This mechanism is shown in Fig. 6.

(4)

Fig. 6 The mechanism making the curved tooth trace gear.

Taper endmill

curved tooth trace

Gear blank

x

θx(x)Pitch circle

f(x)

θx =f (x)

r0=

2 f (x)m z

3. Gear cutting on 5-axis machining center

This gear cutting can be realized by using a 5-axis machining center. When a vertical machining center is used, an AC or BC axis is required. The A or B axis is tilted 90 degrees, as shown in Fig. 7. In addition, the C axis rotates the gear blank and also has an indexing function.

The tool moves in a zig-zag manner on the horizontal plane in contact with the pitch cylinder. When a spur gear is machined, the gear blank is rotated synchronously with the movement of the tool depending on Eq. (1). For helical gear machining, the gear blank is rotated according to Eq. (3). The tool movement is the same as with spur gear machining. Here, the NC code is very simple and can be coded manually. Figure 8 shows the state of cutting using a 5-axis machining center (MAZAK, VARIAXIS 500-5XII), and Fig. 9 shows the machined gears. Cutting conditions are shown in Table 1, and gear specifications are shown in Table 2. Figure 9(a) and (b) are the spur and helical gears, respectively. The work and tool materials used were engineering plastic and HSS, respectively. Tool geometries are shown in Table 3. The base tangent length error was measured, and its result is shown in Fig. 10. Although the cutting conditions were not optimized, most errors were within 10 µm. These results indicate that this method can be regarded as sufficiently accurate for gear cutting.

Fig. 5 Tool and blank movement for the helical gear machining. The tool moves straight along the gear blank rotating axis.

The gear blank rotates in sync with the helix angle β.

Taper endmill

Gear blank

Pitch circle

βla

fa

θa

Fig. 7 Setting for 5-axis machining center. The table is tilted in 90 degree on A or B axis. C axis is rotated for the gear blank..

Taper endmill

Gear blank

C axis A or B axis

Fig. 8 The new gear cutting on the 5 axis machining center. ( MAZAK, VARIAXIS 500-5XII )

Spindle speed 3000 min-1

Feed speed 300 mm/min

Feed rate 0.1 mm/rev.

Table 1 Cutting conditions of 5 axis machining center

Taper endmill

Gear blank

Taper endmill

Gear blank

Page 4: Proposition of a New Gear Cutting Method Using by the Taper … · tangential direction of the gear. In the proposed method, a taper endmill is used as the cutter. The tool moves

The point B is connected to the rack, and this rack engages the reference gear. Finally, the reference gear rotates θi, as shown in Eq. (5).

(5)

This means that the number of teeth can change by adjusting the position of the pivot.

A machining test was conducted using the feed synchronous apparatus and is presented in Fig. 13. The tool was a taper end mill,

1 20 3010

4. Gear cutting on milling machine

To realize this new gear machining method with a general-purpose milling machine, a device capable of rotating the gear blank in synchronization with the feed amount of the tool is necessary. Therefore, a prototype feed synchronous apparatus was developed. This feed synchronous apparatus is attached to the table of the milling machine as shown in Fig. 11(a). The Y direction is the feed direction of the milling tool and is connected mechanically to the gear rotation axis by a rack-and-pinion mechanism, as shown in Fig. 11(b). The movement of the X and Z directions is separated from the gear rotation axis. In this apparatus, an indexing mechanism is mounted. This indexing mechanism is illustrated in Fig. 12. The index bar can rotate at the pivot. In addition, the position of the pivot is located by dividing position BO : AO = zR : z, where zR is the number of teeth of the reference gear. When the point A moves along the pitch length, the point B moves πm∙zR/z.

Fig. 13 Test cut by synchronous apparatus.

θi =π m ⋅

zRz

DR2

=2πz

Fig 12. The principle of indexing

Pivot

Index bar

πm : pitch

πm∙ zR / zθi = 2π/z

BO : AO = zR : z

Reference gear zRDiameter: DR=mzR

Rack

O

AB

Module: m 2.5 mm

Number of teeth: z 34

Pressure angle: α 0.1 mm/rev.

Helical angle: β 0 and 20 degree

Table 2 Gear specifications

Edge diameter 1.5 mm

Edge length 5 mm

Half included angle 20 degree

Shank diameter 6 mm

Table 3 Tool geometries

Fig. 9 Machined gears by 5 axis machining center(m=2.5mm, z=34, α=20deg., β=0 and 20deg.)

(a) spur gear (b) helical gears

0

0.01

0.02

-0.01

-0.02Bas

e ta

ngen

t len

gth

erro

r (m

m)

Tooth No.

Fig. 10 Base tangent length error of the spur gear(m=2.5mm, z=34, α=20deg., β=0deg.)

Fig. 11 Feed synchronous apparatus set on the table of a milling machine.

(b) Mechanism for indexing

(a) Appearance of feed synchronous apparatus

Spindle

Endmill

Connecting part

x

y z

Rack and pinion Pivot

Reference gearRack

Pivot x

y z

Index bar

Page 5: Proposition of a New Gear Cutting Method Using by the Taper … · tangential direction of the gear. In the proposed method, a taper endmill is used as the cutter. The tool moves

Fig. 17 Machining the curved tooth trace gear.

and its half-included angle was 20 degrees, which was the same as the pressure angle. The work material was engineering plastic, and the gear parameters were: a module of 2.5 mm, pressure angle of 20 degrees, and number of teeth set to 31. The cutting conditions are shown in Table 4. Figure 14 shows two gears, where the left gear was produced by the hobbing machine for reference, and the right gear was the machined gear by the new method14). The cutting time was approximately 3 h, as all operations were done manually. The gear profile was measured by the profile projector. For a comparison, the hobbing gear was also measured, and its results are shown in Fig. 15. Both profiles were very similar, where the maximum error of the profile was 0.05 mm. These results showed that the proposed gear-cutting method could produce an involute gear. In this machining test, the depth of the cut set for the module was 2.5 mm. The other module gear could cut by changing only the depth of the cut when the number of teeth was the same. Figure 16 shows a sample cut of a variable module gear on the same gear blank at m = 1, 1.5, 2, and 2.5 mm. Actually the diameter of the gear blank must be changed to a module value, where this figure simply shows the shape of the gear grooves. As previously mentioned, this gear-cutting method provides different module gears and a different number of tooth gears using a single cutting tool15). Figure 17 shows the curved tooth trace gear cutting. Its tooth trace shapes a sine curve.

5. Accuracy and productivity

As previously mentioned, in principle, the proposed gear-cutting method can realize machining of gears having various gear parameters. Currently, it confirming that the involute tooth profile can be machined based on this machining principle is necessary. For this reason, the cutting conditions of the machining test are temporary, and the machining accuracy and production efficiency have not been sufficiently studied. It is considered that sufficient accuracy can be obtained by reviewing the cutting conditions while measuring the actual machining accuracy because the tool trajectory and movement of the workpiece are simple.

This method is based on a rack-and-pinion mechanism. Thus, the shape of the tooth should be an involute curve against the actual rotation axis when the axis of the gear blank is shifted due to the machine deformation and clearance between the gear blank and shaft.

The cutting time in our study was approximately 2 h for a test cut using the 5-axis machining center. In addition, took approximately 3 h were required to cut using a general-purpose milling machine. Although the cutting conditions were temporary as previously described, too much cutting time was required. Identifying conditions that can enable more efficient cutting time such as using gear steel for the work material is necessary. However, if extremely small amounts are required for large or prototypical gears, greater utility can be achieved by clarifying the conditions and methods necessary to obtain precision even if productivity is low.

6. Conclusions

A new method of the gear cutting was presented in this study. The principles of the proposed gear-cutting method were described, in which using a single taper endmill to produce gears with various

Fig 14 The left one is produced by the hobbing machine for the

reference and the right one is the machined gear by new method.14) m=2.5mm, z=31, α=20deg.

Fig. 15 The comparison of the workgear profile of hobbing and new method. The profile is very similar each other.

m=1

m=1

m=1.5

m=1.5

m=2 m=2

m=2.5

m=2.5

α=20 deg.

Fig. 16 Test cut of variable module gear cutting. m=1, 1.5, 2, 2.5mm, α=20 deg..14)

Spindle speed 1000 min-1

Feed speed 200 mm/min

Feed rate 0.2 mm/rev.

Table 4 Cutting conditions by synchronous apparatus

1mmNew method

Hobbing

Page 6: Proposition of a New Gear Cutting Method Using by the Taper … · tangential direction of the gear. In the proposed method, a taper endmill is used as the cutter. The tool moves

References

1) Shuhei Kurokawa, Cutting Technology and Measuring Technology of Gear, Mechanical Engineering (in Japanese), 66, 7, (2018) 16.

2) Nicolae Petrescu and Florian Ion Tiberiu Petrescu, Geometric-Cinematic Synthesis of Planetary Mechanisms, American Journal of Engineering and Applied Sciences, 11, 3, (2018) 1141.

3) Tatsuro Terakawa, Masaharu Komori and Yuya Morita, Reducer-Integrated Motor Using the Principle of Strain Wave Gearing System, Journal of Japan Society for Design Engineering (in Japanese), 52, 11(2017) 683.

4) Yoshitomo Mizoguchi, Gear Reducer for Robot Manupirator, Journal of the Society of Instrument and Control Engineers (in Japanese), 56, 10 (2017) 764.

5) Nico Troß, Christoph Löpenhaus and Fritz Klocke, Analysis of the Cutting Conditions for Radial-axial Infeed Strategies in Gear Hobbing, Procedia CIRP 79, (2019) 68.

6) Shota Matsubara and Shinji Hasimura, Theoretical Misalignment Analysis of Helical Gear by Hobbing, Proceedings of 2016 JSME (in Japanese), No16-1, (2016).

7) D. Sari, N. Troß, C. Löpenhaus and T. Bergs, Development of an Application-oriented Tool Life Equation for Dry Gear Finish Hobbing, Wear 426-427, (2019) 1563.

gear parameters was shown to be possible. In addition, the new gear-cutting method can be realized by using a 5-axis machining center or, for general purpose milling machines, by attaching a dedicated feed synchronous apparatus.

Acknowledgment

We would like to thank Editage (www.editage.jp) for English language editing.

8) Eiri Nagata, Tomokazu Tachikawa, Yoshitomo Nakahara, Nobuaki Kurita, Morimasa Nakamura, Daisuke Iba and Ichiro Moriwaki, Gear Skiving for Mass Production, The JSME International Conference on Motion and Power Transmissions, (2017) 142.

9) Koichiro Uriu, Tsukasa Osafune, Takanori Murakami, Morimasa Nakamura, Daisuke Iba, Masami Funamoto and Ichiro Moriwaki, Effects of shaft angle on cutting tool parameters in internal gear skiving, Journal of Mechanical Science and Technology, 31, 12, (2017) 5665.

10) Shigeyuki Shimachi Takao Sakai, Takao Miyazaki and Osamu Okuda, A Method of NC Gear Cutting with a Simply Shaped Tool (Application to Worm Wheel Cutting), Transactions of the Japan Society of Mechanical Engineers(in Japanese), 52, 482, (1986) 2747.

11) NK Mandal, NK Singh, UC Kumar, Interactive Spur Gear Generation Using Parametric Programming with CNC End Milling, International Journal of Mechatronics, Electrical and Computer Technology, 6, 22, (2016) 3172.

12) Jan Bouquet, Lars Hensgen, Andreas Klink, Tom Jacobs, Fritz Klocke and Bert Lauwers, Fast Production of Gear Prototypes – A Comparison of Technologies, Procedia CIRP, Volume 14, (2014) 77.

13) Kohara Gear Industry Co., Ltd., Gear Technical Reference, 603.

14) Hisanobu Terai, Teruyuki Asao and Ryoichi Yagami, A New Approach of Variable Module Gear Cutting Using A Taper Endmill with Feed Synchronous Mechanism, Proceedings of ASPE2013 Spring Topical Meeting, (2013) 142.

15) Hisanobu Terai, Teruyuki Asao and Ryoichi Yagami, A New Approach of the Gear Cutting for a High-mix Low-volume Production, Proceedings of ASPE 2014 Annual Meeting, (2014) 578.