Calculation of Gear Dimensions - KHK Gears PDF
Calculation of Gear Dimensions - KHK Gears PDF
Calculation of Gear Dimensions - KHK Gears PDF
Gear dimensions are determined in accordance with their speci cations, such as Module (m), Number of teeth (z), Pressureangle (α), and Pro le shift
coe cient (x). This section introduces the dimension calculations forspur gears,helical gears,gear rack,bevel gears, screw gears, andworm gear pairs.
Calculations of external dimensions (eg. Tip diameter) are necessary for processing the gear blanks. Tooth dimensionssuch as root diameter or tooth
depth are considered when gear cutting.
Example
No. Item Symbol Formula
Pinion (1) Gear (2)
1 Module m 3
2 Reference Pressure Angle α Set Value 20 deg
3 Number of Teeth z 12 24
4 Center Distance a (z1 + z2) m / 2 NOTE1 54.000
5 Reference Diameter d zm 36.000 72.000
6 Base Diameter db d cos α 33.829 67.658
7 Addendum ha 1.00m 3.000 3.000
8 Tooth Depth h 2.25m 6.750 6.750
9 Tip Diameter da d + 2m 42.000 78.000
10 Root Diameter df d – 2.5m 28.500 64.500
NOTE 1 : The subscripts 1 and 2 of z1 and z2 denote pinion and gear
All calculated values in Table 4.1 are based upon given module m and number of teeth (z1 and z2). If instead, the modulem, center distance a and speed
ratio i are given, then the number of teeth, z1 and z2, would be calculated using theformulas as shown in Table 4.2.
Example
No. Item Symbol Formula
Pinion (1) Gear (2)
1 Module m 3
Note, that the number of teeth will probably not be integer values when using the formulas in Table 4.2. In this case,it will be necessary to resort to pro le
shifting or to employ helical gears to obtain as near a transmission ratioas possible.
In the meshing of pro le shifted gears, it is the operating pitch circle that is in contact and roll on each other thatportrays gear action. Table 4.3 presents
the calculations where the pro le shift coe cient has been set at x1 andx2 at the beginning. This calculation is based on the idea that the amount of the tip
and root clearance should be 0.25m.
Table 4.3 The Calculations for Pro le Shifted Spur Gears (1)
A standard spur gear is, according to Table 4.3, a pro le shifted gear with 0 coe cient of shift; that is , x1=x2=0.
Table 4.4 The Calculations for Pro le Shifted Spur Gears (2)
Example
No. Item Symbol Formula
Pinion (1) Gear (2)
Center Distance
2 y 0.8333
Modi cation Coe cient
There are several theories concerning how to distribute the sum of pro le shift coe cient (x1 + x2) into pinion (x1)and gear (x2) separately. BSS (British)
and DIN (German) standards are the most often used. In the example above, the12 tooth pinion was given su cient correction to preventundercut, and the
residual pro le shift was given to the mating gear.
Figure 4.3 (2) shows a pro le shifted spur gear, with positive correction xm, meshed with a rack. The spur gear hasa larger pitch radius than standard, by
the amount xm. Also, the pitch line of the rack has shifted outward by the amountxm.
Table 4.5 presents the calculation of a meshed pro le shifted spur gear and rack. If the pro le shift coe cientx1 is 0, then it is the case of a standard gear
meshed with the rack.
Table 4.5 The calculations of dimensions of a pro le shifted spur gear and a rack
Example
No. Item Symbol Formula
Spur gear Rack
1 Module m 3
2 Reference pressure angle a 20 deg
3 Number of teeth z 12
Set Value –
4 Pro le shift coe cient x 0.6
5 Height of pitch line H – 32.000
6 Working pressure angle αw 20 deg
7 Mounting distance a 51.800
8 Reference diameter d zm 36.000 –
9 Base diameter db d cos α 33.829
One rotation of the spur gear will displace the rack l one circumferential length of the gear’s reference circle,per the formula :
The rack displacement, l, is not changed in any way by the pro le shifting. Equation (4.2) remains applicable for anyamount of pro le shift.
Fig. 4.3 (1) The meshing of standard spur gear and rack
( α=20°, z1=12, x1=0 )
Fig. 4.3 (2) The meshing of pro le shifted spur gear and rack
( α=20°, z1=12, x1=+ 0.6 )
Table 4.6 shows the calculation steps. It will become a standard gear calculation if x1=x2=0.
Table 4.6 The calculations of a pro le shifted internal gear and external gear (1)
Example
No. Item Symbol Formula
External gear (1) Internal gear (2)
1 Module m 3
2 Reference pressure angle α 20 deg
Set Value
3 Number of teeth z 16 24
4 Pro le shift coe cient x 0 + 0.516
6 Working pressure angle αw Find from involute Function Table 31.321258 deg
Center distance
7 y 0.4000
modi cation coe cient
ha1 ( 1 + x1 ) m
12 Addendum 3.000 1.452
ha2 ( 1 – x2 ) m
13 Tooth depth h 2.25m 6.75
da1 d1 + 2ha1
14 Tip diameter 54.000 69.096
da2 d2 – 2ha2
df1 da1 + 2h
15 Root diameter 40.500 82.596
df2 da2+ 2h
If the center distance (a) is given, x1 and x2 would be obtained from the inverse calculation from item 4 to item 8 ofTable 4.6. These inverse formulas are in
Table 4.7.
Table 4.7 The calculations of pro le shifted internal gear and external gear (2)
Example
No. Item Symbol Formula
External gear (1) Internal gear (2)
1 Center distance a Set Value 13.1683
Center distance
2 y 0.38943
modi cation coe cient
Pinion cutters are often used in cutting internal gears and external gears. The actual value of tooth depth and rootdiameter, after cutting, will be slightly
of
different from the calculation. That is because the cutter has a pro le shiftcoe cient. In order to get a correct tooth pro le, the pro le shift coe cient
cutter should be taken into consideration.
Where αa2 is the pressure angle at a tip of the internal gear tooth.
Equation (4.5) is true only if the tip diameter of the internal gear is bigger than thebase circle :
For a standard internal gear, where α=20° , Equation (4.7) is valid only if the number of teeth is z2 > 34.
Here
where αa1 is the pressure angle of the spur gear tooth tip:
In the meshing of an external gear and a standard internal gear α=20° , trochoid interference is avoided if the differenceof the number of teeth, z2 – z1, is
larger than 9.
Here
This type of interference can occur in the process of cutting an internal gear with a pinion cutter. Should that happen,there is danger of breaking the tooling.
Table 4.8 (1) shows the limit for the pinion cutter to prevent trimming interferencewhen cutting a standard internal gear, with pressure angle α0=20°, and no
pro le shift, i.e., x0=0.
Table 4.8 (1) The limit to prevent an internal gear from trimming interference
α0=20°, x0=x2=0
z0 15 16 17 18 19 20 21 22 24 25 27
z2 34 34 35 36 37 38 39 40 42 43 45
z0 28 30 31 32 33 34 35 38 40 42
z2 46 48 49 50 51 52 53 56 58 60
z0 44 48 50 56 60 64 66 80 96 100
z2 62 66 68 74 78 82 84 98 114 118
There will be an involute interference between the internal gear and the pinion cutter if the number of teeth of thepinion cutter ranges from 15 to 22 (z0=15
to 22). Table 4.8(2) shows the limit for a pro le shifted pinion cutterto prevent trimming interference while cutting a standard internal gear. The correction
(x0) is the magnitude of shiftwhich was assumed to be: x0=0.0075z0 + 0.05.
Table 4.8 (2) The limit to prevent an internal gear from trimming interference
α0=20°, x2=0
z0 15 16 17 18 19 20 21 22 24 25 27 28 30 31 32 33 34 35 38 40 42 44 48 50 56
x0 0.1625 0.17 0.1775 0.185 0.1925 0.2 0.2075 0.215 0.23 0.2375 0.2525 0.26 0.275 0.2825 0.29 0.2975 0.305 0.3125 0.335 0.35 0.365 0.38 0.41 0.425 0.4
z2 36 38 39 40 41 42 43 45 47 48 50 52 54 55 56 58 59 60 64 66 68 71 76 78 86
There will be an involute interference between the internal gear and the pinion cutter if the number of teeth of thepinion cutter ranges from 15 to 19 (z0=15
to 19).
The tooth pro le of a helical gear is aninvolute curve from an axial view, or in the plane perpendicular to the axis. The helical gear has two kinds of tooth
pro les – oneis based on a normal system, the other is based on a transverse system.
In the axial view, the pitch on the reference is called the transverse pitch, pt . And pt divided by π is the transversemodule, mt.
These transverse module mt and transverse pressure angle αt at are the basic con guration of transverse system helicalgear.
In the normal system, helical gears can be cut by the same gearhob if module mn and pressure angle at are constant, no matter what the value of helix
angle β.
It is not that simple in the transverse system. The gear hob design must be altered in accordance with the changing ofhelix angle β, even when the module
mt and the pressure angle at are the same.
Obviously, the manufacturing of helical gears is easier with the normal system than with the transverse system in theplane perpendicular to the axis.
When meshing helical gears, they must have the same helix angle but with opposite hands.
Table 4.9 shows the calculation of pro le shifted helical gears in the normal system. If normal pro le shift coe cientsxn1, xn2 are zero, they become
standard gears.
Table 4.9 The calculations of a pro le shifted helical gear in the normal system (1)
Example
No. Item Symbol Formula
Pinion(1) Gear(2)
1 Normal module mn 3
2 Normal pressure angle αn 20 deg
3 Reference cylinder helix angle β Set Value 30 deg
4 Number of teeth & helical hand z 12 (L) 60 (R)
5 Normal coe cient of pro le shift xn + 0.09809 0
8 Transverse working pressure angle αwt Find from involute Function Table 23.1126 deg
Center distance
9 y 0.09744
modi cation coe cient
ha1 ( 1 + y – xn2 ) mn
14 Addendum 3.292 2.998
ha2 ( 1 + y – xn1 ) mn
15 Tooth depth h {2.25 + y – ( Xn1 + Xn2 )}mn 6.748
16 Tip diameter da d + 2ha 48.153 213.842
17 Root diameter df da – 2h 34.657 200.346
If center distance, α, is given, the normal pro le shift coe cients xn1 and xn2 can be calculated from Table 4.10.These are the inverse equations from
items 5 to 10 of Table 4.9.
Table 4.10 The calculations for a pro le shifted helical gear in the normal system (2)
Example
No. Item Symbol Formula
Pinion (1) Gear (2)
1 Center distance a Set Value 125
Center distance
2 y 0.097447
modi cation coe cient
Transverse working
3 αwt 23.1126 deg
pressure angle
The transformation from a normal system to a transverse system is accomplished by the following equations :
Table 4.11 The calculations for a pro le shifted helical gear in the transverse system (1)
Example
No. Item Symbol Formula
Pinion(1) Gear(2)
1 Transverse module mt 3
2 Transverse pressure angle αt 20 deg
3 Reference cylinder helix angle β Set Value 30 deg
4 Number of teeth & helical hand z 12 (L) 60 (R)
5 Transverse pro le shift coe cient xt 0.34462 0
7 Transverse working pressure angle αwt Find from Involute Function Table 21.3975 deg
Center distance
8 y 0.33333
modi cation coe cient
ha1 ( 1 + y – xt2 ) mt
13 Addendum 4.000 2.966
ha2 ( 1 + y – xt1 ) mt
14 Tooth depth h {2.25 + y – ( Xt1 + Xt2 )}mt 6.716
15 Tip diameter da d + 2ha 44.000 185.932
16 Root diameter df da – 2h 30.568 172.500
Table 4.12 presents the inverse calculation of item 5 to 9 of Table 4.11.
Table 4.12 The calculations for a pro le shifted helical gear in the transverse system (2)
Example
No. Item Symbol Formula
Pinion (1) Gear (2)
1 Center distance a Set Value 109
Center distance
2 y 0.33333
modi cation coe cient
Transverse working
3 αwt 21.39752 deg
pressure angle
The transformation from a transverse to a normal system is described by the following equations :
Table 4.13 The calculations for a helical rack in the normal system
Example
No. Item Symbol Formula
Pinion Rack
1 Normal module mn 2.5
2 Normal pressure angle αn 20 deg
3 Reference cylinder helix angle β 10 deg 57’49”
Set Value
4 Number of teeth & helical hand z 20 (R) – (L)
5 Normal pro le shift coe cient xn 0 –
6 Pitch line height H – 27.5
The formulas of a standard helical rack are similar to those of Table 4.14 with only the normal pro le shift coe cientxn=0.
To mesh a helical gear to a helical rack, they must have the same helix angle but with opposite hands.
The displacement of the helical rack, l, for one rotation of the mating gear is the product of the transverse pitch andnumber of teeth.
According to the equations of Table 4.13, let transverse pitch pt=8 mm and displacement l=160 mm. The transversepitch and the displacement could be
resolved into integers, if the helix angle were chosen properly.
Table 4.14 The calculations for a helical rack in the transverse system
Example
No. Item Symbol Formula
Pinion Rack
1 Transverse module mt 2.5
2 Transverse pressure angle αt 20 deg
3 Reference cylinder helix angle β 10 deg 57’49”
Set Value
4 Number of teeth & helical hand z 20 (R) – (L)
5 Transverse pro le shift coe cient xt 0 –
6 Pitch line height H – 27.5
In the meshing of transverse system helical rack and helical gear, the movement, l, for one turn of the helical gearis the transverse pitch multiplied by the
number of teeth.
Generally, a shaft angle Σ=90° is most used. Other angles (Figure 4.8) are sometimes used. Then, it is called “bevelgear in nonright angle drive”. The 90°
case is called “bevel gear in right angle drive”. When Σ=90°, Equation (4.20)becomes :
Miter gears are bevel gears with Σ=90° and z1=z2. Their transmission ratio z2 / z1=1.
Figure 4.9 depicts the meshing of bevel gears. The meshing must be considered in pairs. It is because the reference coneangles δ1 and δ2 are restricted by
the gear ratio z2 / z1. In the facial view, which is normal to the contact line ofpitch cones, the meshing of bevel gears appears to be similar to the meshing
of spur gears.
Fig. 4.9 The meshing of bevel gears
Table 4.15 shows the minimum number of the teeth to prevent undercut in the Gleason system at the shaft angle Σ=90.°
Table 4.15 The minimum numbers of teeth to prevent undercut
Table 4.16 presents equations for designing straight bevel gears in the Gleason system. The meanings of the dimensionsand angles are shown in Figure
4.10 above. All the equations in Table 4.16 can also be applied to bevel gears with anyshaft angle.
The straight bevel gear with crowning in the Gleason system is called a Coni ex gear. It is manufactured by a specialGleason “Coni ex” machine. It can
successfully eliminate poor tooth contact due to improper mounting and assembly.
Tale 4.16 The calculations of straight bevel gears of the Gleason system
Example
No. Item Symbol Formula
Pinion(1) Gear(2)
1 Shaft angle Σ 90 deg
2 Module m 3
Set Value
3 Reference pressure angle α 20 deg
4 Number of teeth z 20 40
5 Reference diameter d zm 60 120
δ1
6 Reference cone angle δ2 26.56505 deg 63.43495 deg
ha1
9 Addendum ha2 4.035 1.965
The rst characteristic of a Gleason Straight Bevel Gear that it is a pro le shifted tooth. From Figure 4.11, we cansee the tooth pro le of Gleason Straight
Bevel Gear and the same of Standard Straight Bevel Gear.
(2) Standard Straight Bevel Gears
A bevel gear with no pro le shifted tooth is a standard straight bevel gear. The are also referred to as Klingelnbergbevel gears. The applicable equations are
in Table 4.17.
Example
No. Item Symbol Formula
Pinion(1) Gear(2)
1 Shaft angle Σ 90 deg
2 Module m 3
Set Value
3 Reference pressure angle α 20 deg
4 Number of teeth z 20 40
5 Reference diameter d zm 60 120
δ1
6 Reference cone angle δ2 26.56505 deg 63.43495 deg
ha1
9 Addendum ha2 4.035 1.965
These equations can also be applied to bevel gear sets with other than 90° shaft angles.
Fig.4.12 Spiral Bevel Gear (Left-hand)
All equations in Table 4.20 are speci c to the manufacturing method of Spread Blade or of Single Side from Gleason.If a gear is not cut per the Gleason
system, the equations will be different from these.
The tooth pro le of a Gleason spiral bevel gear shown here has the tooth depth h=1.888m; tip and root clearance c=0.188m; and working depth
hw=1.700m. These Gleason spiral bevel gears belong to a stub gear system. This is applicableto gears with modules m > 2.1.
Table 4.18 shows the minimum number of teeth to avoid undercut in the Gleason system with shaft angle Σ=90° and pressureangle αn=20°.
If the number of teeth is less than 12, Table 4.19 is used to determine the gear sizes.
Table 4.19 Dimentions for pinions with number of teeth less than 12
Table 4.20 The calculations for spiral bevel gears in the Gleason system
Example
No. Item Symbol Formula
Pinion (1) Gesr (2)
1 Shaft angle ∑ Set Value 90 deg
2 Module m 3
3 Normal pressure angle αn 20 deg
4 Mean spiral angle βm 35 deg
5 Number of teeth and spiral hand z 20 (L) 40 (R)
σ1
26.56505 63.43495
8 Reference cone angle σ2
deg deg
ha1
11 Addendum ha2 3.4275 1.6725
All equations in Table 4.20 are also applicable to Gleason bevel gears with any shaft angle. A spiral bevel gear setrequires matching of hands; left-hand and
right-hand as a pair.
Fig.4.14 Screw gears of nonparallel and nonintersecting axes
Let a pair of screw gears have the shaft angle Σ and helix angles β1 and β2 :
If the screw gears were pro le shifted, the meshing would become a little more complex. Let βw1, βw2 represent the workingpitch cylinder ;
Table 4.21 presents equations for a pro le shifted screw gear pair. When the normal pro le shift coe cients xn1=xn2=0, the equations and calculations are
the same as for standard gears.
Table 4.21 The equations for a screw gear pair on nonparallel and Nonintersecting axes in the normal system
Example
No. Item Symbol Formula
Pinion (1) Gear (2)
1 Normal module mn 3
2 Normal pressure angle αn 20 deg
3 Reference cylinder helix angle β Set Value 20 deg 30 deg
4 Number of teeth & helical hand z 15 (R) 24 (R)
5 Normal pro le shift coe cient xn 0.4 0.2
Number of teeth of an
6 zv 18.0773 36.9504
Equivalent spur gear
21.1728 22.7959
7 Transverse pressure angle αt
deg deg
9 Normal working pressure angle αwn Find from involute function table 22.9338 deg
Transverse working 24.2404 26.0386
10 αwn
pressure angle deg deg
Center distance
11 y 0.55977
modi cation coe cient
20.4706 30.6319
16 Working helix angle βw
deg deg
17 Shaft angle ∑ βw1 + βw2 or βw1 – βw2 51.1025 deg
ha1 ( 1 + y – xn2 ) mn
18 Addendum 4.0793 3.4793
ha2 ( 1 + y – xn1 ) mn
19 Tooth depth h {2.25 + y – ( xn1 + xn2 )}mn 6.6293
20 Tip diameter da d + 2ha 56.0466 90.0970
21 Root diameter df da – 2h 42.7880 76.8384
dw1=d1
dw2=d2
βw1=β1
βw2=β2
(4.24)
The screw gear (or crossed helical gear) in pic 5.1 is a type of gear whose two axes are neither parallel nor crossed(skew gears), and whose pitch surface
consists of two cylindrical surfaces circumscribing at one point on the shortestdistance between the two axes. The screw gear is a point contact gear
which consists of obliquely meshed helical gearswhose sum or difference of torsion angle of tooth traces is equal to the included angle of the two axes.
In Pic 5.2, the point P at one point on the shortest distance between two axes is calledpitch point, where two cylinders with radius R1 or R2 whose axes I
and II constitute the center distance A and included angle circumscribe at the point P.
Assuming that the two cylinders are reference curved surfaces for making gear teeth, and the gears mesh at the pitchpoint P and its neighborhood. In order
that both tooth anks make contact at the point P to transmit motion, theyneed to share the normal line, and the velocity component of the both gears in
the direction of normal line of thetooth anks need to be equal. Therefore, at the point P, the direction of the tooth traces should be same, and thevelocity
component of the both gears at right angle to the tooth traces should be equal. More speci cally, as in Pic5.2, the direction of the vertical line from the point
P toward the directions of the vectors of gear speed V1 and V2 at the point P equals to the velocity component of both gears (Vn), and the right angle (TT)
to this direction at the point P becomes the tooth trace’s direction at the pointP. The velocity components of V1 and V2 are not equal in the direction TT. That
is to say, there is a slide in the direction of the tooth trace.
Pic 5.2 Screw gear’s background
Assuming that there is a helical rack, which has the tooth trace in the direction TT and its tangential plane of bothpitch cylinders at the point P is the pitch
plane. When it moves with a velocity of Vn, the curve formed on each gear as an envelope surface of the rack tooth ank becomes the tooth ank of
bothgears. When the tooth ank of the helical rack is plane, the tooth ank of both gears becomes an involute helicoid.It is an involute screw gear, and its
normal section is an involute tooth pro le.
The simultaneous contact line of the tooth ank of each gear and rack is the trace of a foot of a perpendicular fromthe arbitrary point on each pitch
cylinder’s bus to the rack tooth surface through the pitch point P (it becomes astraight line for involute screw gear). Both traces cross at the foot of a
perpendicular from the pitch point P tothe rack tooth pro le. (See Pic 5.3 (a) NA and NB) Therefore, both tooth pro les point-contact at that point.
The trace of the contact point is generally the curve through the pitch point P. As for the involute screw gear, thetrace of the contact point becomes a
straight line W which passes through the pitch point P, because the plane of therack tooth pro le moves parallel. The line is calledaction line (see Pic 5.3),
the crossing line of tangential planes of base cylinders of gears, and it is alsothe xed line contacts with both base cylinders. Same as normal gears, the
angular velocity ratio is equal to thereciprocal ratio of the number of teeth, and the normal plane module should be equal for both gears.
Suppose that the helical angle of the tooth trace is β1 and β2, the normal plane module of helical rack is mn, and the number of teeth of each gear is z1 and
z2, the radius of pitch cylinders R1 and R2 are :
As screw gears are point-contact, the contact stress at the contact point is large and lubricant lm is easy to becomethinner and as a result, the gears
easily wear out. Therefore, the screw gears are not suitable for transmitting largepower. On the other hand, the gears mesh smoothly and easy to do cut
adjustment, so frequently used for transmissionmechanism between skew shafts whose center distance is in the middle. In addition, it is well known that
the meshingrelation of cutter and machined gear at gear shaving is similar to screw gears. The meshing relation of hob and gearsto be cut is also similar to
screw gears.
When one of screw gears (driven gear) is a rack gear, they can line-contact and transmit heavy load. They may be usedfor the table drive of a planning
machine. The rack type shaving cutter can be used, too.
Only the curve which goes on each tooth ank diagonally through the pitch point is useful for meshing of tooth ankof screw gears, and therefore the
working face width is limited. However, enlarging the face width a little and enablingthe gears to move toward the axis will avoid excessive local wear, and
lengthens the life of the entire gear.
There are four worm tooth pro les in JIS B 1723-1977, as de ned below.
Type I : The tooth pro le is trapezoidal on the axial plane.
Type II : The tooth pro le is trapezoid on the plane normal to the space.
Type III : The tooth pro le which is obtained by inclining the axis of the milling or grinding, of which cutter shapeis trapezoidal on the cutter axis, by the
lead angle to the worm axis.
Type IV : The tooth pro le is of involute curve on the plane of rotation.
KHK stock worm gear products are all Type III. Worm pro les (Fig 4.15). The cutting tool used to process worm gearsis called a single-cutter that has a
single-edged blade. The cutting of worm gears is done with worm cutting machine.Because the worm mesh couples nonparallel and nonintersecting axes,
the axial plane of worm does not correspond withthe axial plane of worm wheel. The axial plane of worm corresponds with the transverse plane of worm
wheel. The transverseplane of worm corresponds with the axial plane of worm wheel. The common plane of the worm and worm wheel is the normalplane.
Using the normal module, mn, is most popular. Then, an ordinary hob can be used to cut the worm wheel.
Table 4.22 presents the relationships among worm and worm wheel with regard to axial plane, transverse plane, normalplane, module, pressure angle, pitch
and lead.
Fig. 4.16 Cylindrical worm (Right-hand)
Worm
Axial plane Normal plane Transverse plane
Reference to Figure 4.16 can help the understanding of the relationships in Table 4.22. They are similar to the relationsin Formulas (4.16) and (4.17) in that
the helix angle β be substituted by (90 deg – γ). We can consider thata worm with lead angle γ is almost the same as a helical gear with helix angle (90 deg
– γ).
Table 4.23 The calculations for an axial module system worm gear pair
Example
No. Item Symbol Formula
Worm (1) Wheel (2)
1 Axial module mx Set Value 3
2 Normal pressure angle ( αn ) ( 20 deg )
No. of threads,
3 z Double Thread (R) 30 (R)
no. of teeth
4 Coe cient of Pro le shift zt2 – 0
d1 ( Qmx) NOTE1
5 Reference diameter 44.000 90.000
d2 z2mx
Reference cylinder lead
6 γ 7.76517 deg
angle
ha1 1.00 mx
8 Addendum 3.000 3.000
ha2 ( 1.00 + xt2 ) mx
9 Tooth depth h 2.25 mx 6.750
da1 d1 + 2ha1
10 Tip diameter 50.000 99.000
da2 d2 + 2ha2 + mx NOTE2
11 Throat diameter dt d2 + 2ha2 – 96.000
df1 da1 – 2h
13 Root diameter 36.500 82.500
df2 dt – 2h
NOTE 1.
Diameter factor, Q, means reference diameter of worm, d1, over axial module, mx.
Q=d1 / mx
NOTE 2.
There are several calculation methods of worm wheel tip diameter da2 besides those in Table 4.25.
NOTE 3.
The facewidth of worm, b1, would be su cient if: b1=πmx (4.5 + 0.02z2)
NOTE 4.
Effective facewidth of worm wheel bw=
So the actual facewidth of b2 ≧ bw + 1.5mx would be enough.
Table 4.24 The calculations for a normal module system worm gear pair
Example
No. Item Symbol Formula
Worm (1) Wheel (2)
1 Normal module mn 3
2 Normal pressure angle αn ( 20 deg )
No. of threads,
3 z Set Value Double (R) 30 (R)
No. of teeth
4 Reference diameter of worm d1 44.000 –
5 Normal pro le shift coe cient xn2 – – 0.1414
Reference cylinder lead
6 γ 7.83748 deg
angle
Reference diameter of
7 d2 – 90.8486
worm wheel
ha1 1.00 mn
9 Addendum 3.000 2.5758
ha2 ( 1.00 + xn2 ) mn
10 Tooth depth h 2.25 mn 6.75
da1 d1 + 2ha1
11 Tip diameter 50.000 99.000
da2 dt2 + 2ha1 + mn
12 Throat diameter dt d2 + 2ha2 – 96.000
df1 da1 – 2h
14 Root diameter 36.500 82.500
df2 dt – 2h
NOTE : All notes are the same as those of Table 4.23.
This is shown in Figure 4.18. This creates teeth contact in the center region with space for oil lm formation.
This is shown in Figure 4.20. Only method (a) is popular. Methods (b) and (c) are seldom used.
(d) Use a Worm with a Larger Pressure Angle than the Worm Wheel.
This is a very complex method, both theoretically and practically. Usually, the crowning is done to the worm wheel,but in this method the modi cation is on
the worm. That is, to change the pressure angle and pitch of the worm withoutchanging base pitch, in accordance with the relationships shown in
Equations 4.25 :
In order to raise the pressure angle from before change, αwx, to after change, αx , it is necessary to increase theaxial pitch, pwx, to a new value, px, per
Equation (4.25). The amount of crowning is represented as the space betweenthe worm and worm wheel at the meshing point A in Figure 4.22. This
amount may be approximated by the following equation:
Where
d1 : Reference diameter of worm
k : Factor from Table 4.25 and Figure 4.21
Table 4.25 The value of factor k
Reference cylinder
14 γ 7.799179 deg
lead angle
15 Normal pressure angle αn tan^-1(tanαx cos γ) 20.671494 deg
16 Lead Pz πmx z1 18.933146 deg
Self-locking does not occur in all worm meshes, since it requires special conditions as outlined here. In this analysis,only the driving force acting upon the
tooth surfaces is considered without any regard to losses due to bearing friction,lubricant agitation, etc. The governing conditions are as follows :
Then,
Ft1=Fn (cos αn sin γ – μ cos γ) (4.27)
If Ft1 > 0 then there is no self-locking effect at all. Therefore,
Ft1 ≤ 0 is the critical limit of self-locking.
Fig. 4.23 The critical limit of self-locking of lead angle g and coe cient of friction m
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