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Gearcostincreasessharplywithdemandsforhighprecisionandaccuracy.Soitisimportanttoestablishtolerancerequirementsappropriatefortheapplication.Gearsthattransmitheavyloadsorthanoperateathighspeedsarenotparticularlyexpensive,butgearsthatmustdobotharecostly.
Silentgearsalsoareexpensive.Instrumentandcomputergearstendtobecostlybecausespeedordisplacementratiosmustbeexact.Attheotherextreme,gearsoperatingatlowspeedinexposedlocationsarenormallytermednocriticalandaremadetominimumqualitystandards.
Fortoothforms,size,andquality,industrialpracticeistofollowstandardssetupbytheAmericanGearManufacturesAssociationAGMA.
Toothform
StandardspublishedbyAGMAestablishgearproportionsandtoothprofiles.Toothgeometryisdeterminedprimarilybypitch,depth,andpressureangle.
Pitch:
StandardspitchesareusuallywholenumberswhenmeasuredasdiametralpitchP.Coarse-pitchgearinghasteethlargerthan20diametralpitch?
usually0.5to19.99.Fine-pitchgearingusuallyhasteethofdiametralpitch20to200.
Depth:
Standardizedintermsofpitch.Standardfull-depthhaveworkingdepthof2/p.Iftheteethhaveequaladdendaasinstandardinterchangeablegearstheaddendumis1/p.Stubteethhaveaworkingdepthusually20%lessthanfull-depthteeth.Full-depthteethhavealargercontractratiothanstubteeth.Gearswithsmallnumbersofteethmayhaveundercutsothantheydonotinterferewithoneanotherduringengagement.Undercuttingreduceactiveprofileandweakensthetooth.
Matinggearswithlongandshortaddendumhavelargerload-carryingcapacitythanstandardgears.Theaddendumofthesmallergearpinionisincreasedwhilethatoflargergearisdecreased,leavingthewholedepththesame.Thisformisknowasrecess-actiongearing.
PressureAngle:
Standardanglesareand.Earlierstandardsincludea14-pressureanglethatisstillused.Pressureangleaffectstheforcethattendstoseparatematinggears.Highpressureangledecreasesthecontactratioratioofthenumberofteethincontactbutprovidesatoothofhighercapacityandallowsgearstohavefewerteethwithoutundercutting.
Backlash:
Shortestdistancesbetweenthenon-contactingsurfacesofadjacentteeth.
GearsarecommonlyspecifiedaccordingtoAGMAClassNumber,whichisacodedenotingimportantqualitycharacteristics.Qualitynumberdenotetooth-elementtolerances.Thehigherthenumber,thecloserthetolerance.Number8to16applytofine-pitchgearing.
Gearsareheat-treatedbycase-hardening,through-hardening,nitriding,orprecipitationhardening.Ingeneral,hardergearsarestrongerandlastlongerthansoftones.Thus,hardeningisadevicethatcutstheweightandsizeofgears.Someprocesses,suchasflame-hardening,improveservicelifebutdonotnecessarilyimprovestrength.
Designchecklist
Thelargerinapairiscalledthegear,thesmalleriscalledthepinion.
GearRatio:
Thenumberofteethinthegeardividebythenumberofteethinthepinion.Also,ratioofthespeedofthepiniontothespeedofthegear.Inreductiongears,theratioofinputtooutputspeeds.
GearEfficiency:
Ratioofoutputpowertoinputpower.includesconsiderationofpowerlossesinthegears,inbearings,andfromwindageandchurningoflubricant.
Speed:
Inagivengearnormallylimitedtosomespecificpitchlinevelocity.Speedcapabilitiescanbeincreasedbyimprovingaccuracyofthegearteethandbyimprovingbalanceoftherotatingparts.
Power:
Loadandspeedcapacityisdeterminedbygeardimensionsandbytypeofgear.Helicalandhelical-typegearshavethegreatestcapacitytoapproximately30,000hp.Spiralbevelgeararenormallylimitedto5,000hp,andwormgearsareusuallylimitedtoabout750hp.
Specialrequirements
Matched-SetGearing:
Inapplicationsrequiringextremelyhighaccuracy,itmaybenecessarytomatchpinionandgearprofilesandleadssothatmismatchdoesnotexceedthetoleranceonprofileorleadfortheintendedapplication.
ToothSpacing:
Somegearsrequirehighaccuracyinthecircularofteeth.Thus,specificationofpitchmayberequiredinadditiontoanaccuracyclassspecification.
TheAMGAstandardsrecommendbacklashrangestoprovideproperrunningclearancesformatinggears.Anoverlytightmeshmayproduceoverload.However,zerobacklashisrequiredinsomeapplications.
QuietGears:
Tomakegearsasquitaspossible,specifythefinestpitchallowableforloadconditions.Insomeinstances,however,pitchiscoarsenedtochangemeshfrequencytoproduceamorepleasant,lower-pitchsound.Usealowpressureangle.Useamodifiedprofiletoincluderootandtiprelief.Allowenoughbacklash.Usehighqualitynumbers.Specifyasurfacefinishof20in.orbetter.Balancethegearset.Useanonintegralratiosothatthesameteethdonotrepeatedlyengageifbothgearandpinionarehardenedsteel.Ifthegearismadeofasoftmaterial,anintegralratioallowsthegeartocold-workandconformtothepinion,therebypromotingquietoperation.Makesurecriticalareatleast20%apartfromoperatingspeedingorspeedmultiplesandfromfrequencyoftoothmesh.
Multiplemeshgear
Multiplemeshreferstomovethanonepairofgearoperatinginatrain.Canbeonparallelornonparallelaxesandonintersectionornonintersectingshafts.Theypermithigerspeedratiosthanarefeasiblewithasinglepairofgears.
Seriestrains:
Overallratioisinputshaftspeeddividedbyoutputspeed,alsotheproductofindividualratiosateachmesh,exceptinplanetarygears.Ratioismosteasilyfoundbydividingtheproductofnumbersofteethofdrivengearsbytheproductofnumbersofteethofdrivinggears.
Speedincreaserswithstep-upratherthanstep-downratiosmayrequirespecialcareinmanufacturinganddesign.Theyofteninvolvehighspeedsandmaycresteproblemsingeardynamics.Also,frictionalanddragforcesaremagnifiedwhich,inextremecases,mayleadtooperationalproblems.
EpicyclicGearing:
Normally,agearaxisremainsfixedandonlythegearsrotates.Butinanepicyclicgeartrain,variousgearsaxesrotateaboutoneanthertoprovidespecializedoutputmotions.Withsuitableclutchseandbrakes,anepicyclictrainservesastheplanetarygearcommonlyfoundinautomatictransmissions.
Epicyclictrainsmayusespurorhelicalgears,externalorinternal,orbevelgears.Intransmissions,theepicyclicorplanetarygearsusuallyhavemultipleplanetstoincreaseloadcapacity.
Inmostcases,improvedkinematicaccuracyinagearsetdecreasesgearmeshexcitationandresultsinlowerdrivenoise.Gearsetaccuracycanbeincreasedbymodifyingthetoothinvoluteprofile,bysubstitutinghigherqualitygearingwithtightermanufacturingtolerances,andbyimprovingtoothsurfacefinish.However,ifgearmeshexcitationgeneratersresonancesomewhereinthedrivesystem,nothingshortofa“perfect”gearsetwillsubstantiallyreducevibrationandnoise.
Toothprofilesaremodifiedtoavoidinterferenceswhichcanresultfromdeflectionsinthegears,shafts,andhousingasteethengageanddisendgage.Ifthesetoothinterferencesarenotcompensatedforbyprofilemodifications,gearsloadcapacitycanbeseriouslyreduced.Inaddition,thedrivewillbenoisierbecausetoothinterferencesgeneratehighdynamicloads.Interferencestypicallyareeliminatedbyrelivingthetoothtip,thetoothflank,orboth.Suchprofilemodificationsareespeciallyimportantforhigh-load,high-speeddrives.Thegraphofsoundpressurelevelvstipreliefillustrateshowtoothprofilemodificationscanaffectoveralldrivenoise.Ifthetipreliefislessthanthisoptimumvalue,drivenoiseincreasesbecauseofgreatertoothinterference;
agreateramountoftipreliefalsoincreasenoisebecausethecontactratioisdecreased.
Tightermanufacturingtolerancesalsoproducequietiergears.Tolerancesforsuchparametersasprofileerror,pitchAGMAqualitylevel.Forinstance,thegraphdepictingSPLvsbothspeedandgearqualityshowshownoisedecreasesexample,noiseisreducedsignificantlybyanincreaseinaccuracyfromanAGMAQn11qualitytoanAGNAQn15quality.However,formostcommercialdriveapplications,itisdoubtfulthattheresultingsubstantialcostincreaseforsuchanaccuracyimprovementcanbejustifiedsimplyonthebasisofreduceddrivenoise.
Previously,itwasmentionedthatgearsmusthaveadequateclearancewhenloadedtopreventtoothinterferenceduringthecourseofmeshing.Tipandflankreliefarecommonprofilemodificationsthatcontrolsuchinterference.Gearsalsorequireadequatebacklashandrootclearance.Noiseconsiderationsmakebacklashanimportantparametertoevaluateduringdrivedesign.Sufficientbacklashmustbeprovidedunderallloadandtemperatureconditionstoavoidatightmesh,whichcreatesexcessivelyhighnoiselevel.Atightmeshduetoinsufficientbacklashoccurswhenthedriveandcoastsideofatoothareincontactsimultaneously.Ontheotherhand,gearswithexcessivebacklashalsoarenoisybecauseofimpactingteethduringperiodsofnoloadorreversingload.Adequatebackla