Helical Gears: Definition and Useful Information
Helical Gears: Definition and Useful Information
Helical Gears: Definition and Useful Information
MODULE VII
HELICAL GEARS
A helical gear is an outgrowth of a type of gear known as a stepped gear. A stepped-gear consists a number of spur
gears placed side by side. Each successive gear is rotated on its axis through a small angle relative to the adjacent gear.
The surface of the helical gear follows a helix, rather than a straight line parallel to the axis, as is the case for spur gears.
Helical gears have teeth inclined to the axis of rotation, can be used for some applications as spur gears and, when so
used, are not noisy, because of more gradual engagement of the teeth during meshing. The inclined tooth also develops
thrust loads and bending couples, which are not present with spur gear. Some times helical gears are used to transmit
motion between nonparallel shafts.
Helical gears are called right-hand or left-hand, depending on the direction in which the helix slopes away from the
viewer. The line of sight is parallel to the axis of the gear.
Terminology used for helical gears is very similar to that used for spur gears. Most of the relationships developed for
spur gears are equally applicable to helical gears on parallel shafts. Except for additional terms that are discussed
below.
Pcn
Pcn
Left-hand Right-hand
Helical Gear Helical Gear
Pitches of Helical Gear
64
JCSF MECHANICAL ENGINEERING REVIEWER MACHINE DESIGN: HELICAL GEARS
D
Pc Eq. 7.1
T
T
Pd Eq. 7.2
D
D
Pcn Pc cos cos Eq. 7.3
T
Pd T
Pdn and Pcn Pdn Eq. 7.4
cos D cos
o Axial Pitch is the distance between corresponding points on adjacent teeth measured in axial direction.
Pc D
Pa Eq. 7.5
tan T tan
o Module or Transverse Module is the ratio of pitch diameter and the number of teeth.
D
m Eq. 7.6
T
o Normal Module
o Pressure Angles
Note:
If the helical gears are manufactured with standard hobs, a common practice, the normal pitch is the standard.
Shaper cutters for helical gears are based on the pitch Pd in the diametral plane.
Helical gears may have a normal pitch that is standard or a pitch in the diametral plane that is standard.
o Helix angle, , is the angle between a tangent to the pitch helix and the intersecting axial element of the pitch
cylinder.
b 2 Pa
o Face contact ratio is the advance of the tooth in the face width, b, divided by the circular pitch.
b b tan
mf Eq. 7.9
Pa Pc
1
o Add
Pdn
1.25
o Dedendum
Pdn
Tp
o Pinion pitch
Pn Cos
65
JCSF MECHANICAL ENGINEERING REVIEWER MACHINE DESIGN: HELICAL GEARS
Tg
o Gear Pitch Diameter =
Pn Cos
o Pinion Base Diameter D p cos
o Gear Base Diameter D g Cos
o Base Helix Angle tan 1 tan cos
o External Gears
D p Dg
S tan dard Center Dis tan ce
2
Gear Outside Diameter D g 2 Add
Pinion Outside Diameter D p 2 Add
Gear Root Diameter D g 2 Ded
Pinion Root Diameter D p 2 Ded
o Internal Gears
Dg Dp
Center Dis tan ce
2
Inside Diameter D g 2 Add
Root Diameter D g 2 Ded
Let, D1 = pitch diameter of pinion or gear 1 D2 = pitch diameter of the gear or gear 2
T1 = number of teeth of pinion or gear 1 T2 = number of teeth of the gear or gear 2
N1 = rpm of the pinion or gear 1 N2 = rpm of the gear or gear 2
1 = angular velocity of pinion or gear 1 2 = angular velocity of the gear or gear 1
1
2
o Center distance
D1 D 2 Pc T1 T2 Pcn T1 T2
C Eq. 7.10
2 2 2 cos
m T1 T2 m n T1 T2
C Eq. 7.11
2 2 cos
N1 1 D2 T2
SR Eq. 7.12
N2 2 D1 T1
66
JCSF MECHANICAL ENGINEERING REVIEWER MACHINE DESIGN: HELICAL GEARS
Fn
Fr
Fn
Ft
Fa
n
Ft
Fr
Fa
33 000 Hp 63 000 Hp 2
Ft Eq. 7.13
Vm N D
2 Tq 60 P P
Ft Eq. 7.14
D DN V
o Axial Load
o Radial Load
Ft
Fn Ft 2 Fa 2 Fr 2 Eq. 7.18
cos n cos
DESIGN CALCULATION
sbY
Fs Eq. 7.19
k f Pdn
67
JCSF MECHANICAL ENGINEERING REVIEWER MACHINE DESIGN: HELICAL GEARS
Where, Fs = gear tooth beam fatigue strength, lb s = design stress which is the endurance stress, psi
b = face width, inches kf = stress reduction factor
Y = Lewi’s form factor in accordance with the formative number of teeth
Pdn = normal diametral pitch
Dynamic Load
Fd Ft
0.05 Vm Ft C b cos 2 cos
Eq. 7.20
1
2
0.05 Vm Ft C b cos 2
b DpQ k g
Fw Eq. 7.21
cos 2
D T
Tev Pdn Eq. 7.22
cos 2 cos 3
Prob. # 1] A helical gear of 10 inches pitch diameter has a helix angle of 30 o, and there are 30 teeth. Find the value of the
circular and diametral pitches measured both circumferentially and normal to the teeth.
Solution:
D 10
Solving for the value of Pc, Pc 1.0472 inches / tooth
T 30
T 30
Solving for the value of Pd, Pd 3
D 10
Solving for the value of Pcn, Pcn Pc cos 1.0472 cos 30o 0.9069 inch / tooth
Pd 3
Solving for the value of Pdn, Pdn 3.464
cos cos 30o
Prob. # 2] A parallel helical gear set was a 17-tooth pinion driving a 34-tooth gear. The pinion has a right-hand helix angle
of 30o, a normal pressure angle of 20o, and a normal diametral pitch of 5 teeth/in. Find:
a) The normal, transverse, and axial circular pitches;
b) The transverse diametral pitch and the transverse pressure angle;
c) The addendum, dedendum, and pitch diameter of each gear.
Solution:
a) Solving for Pcn, Pc, and Pa
Pcn 0.62832
Pcn 0.62832 inch / tooth Pc 0.72552 inch / tooth
Pdn 5 cos cos 30o
Pc 0.72552
Pa 1.2566 inches / tooth
tan tan 30o
68
JCSF MECHANICAL ENGINEERING REVIEWER MACHINE DESIGN: HELICAL GEARS
tan n 1 tan 20
o
Pd Pdn cos 5cos 30o 4.33 tan 1 tan o
22.8o
cos cos 30
1 1 1.25 1.25
Add 0.2 inch Ded 0.25 inch
Pdn 5 Pdn 5
Tp cos 17 cos 30o Tg cos 34 cos 30o
Dp 2.94 inches Dg 5.89 inches
Pdn 5 Pdn 5
Prob. # 3] A parallel helical gear-set of 19-tooth pinion is driving a 57-tooth gear. The pinion has a left-hand helix of 20 o, a
normal pressure angle of 14.5o, and a normal diametral pitch of 10 teeth/inch. If the pinion is rotating at 1800 rpm and
transmitting 50 Hp, determine the forces on the gear tooth.
Solution:
Tp cos 19 cos 20
Dp 1.7854 inches
Pdn 10
Fn
n
Ft
Fr
Fa
Solving for the tangential load of the pinion and the gear,
63000Hp 2 63000 50 2
Ft 1960.33 lb
Np Dp 1800 1.7854
tan n tan14.5o
Fr Ft tan Ft 1960.33 o
539.51 lb
cos cos 20
PRACTICE PROBLEMS
69
JCSF MECHANICAL ENGINEERING REVIEWER MACHINE DESIGN: HELICAL GEARS
1. A rotating or stationary member, usually of circular cross section much smaller in diameter than its length, used to
transmit motion or power; having mounted on it such power-transmitting elements as gears, pulleys, belts, chains, cam,
flywheels, cranks, sprockets, and rolling-element bearings.
a) Gear b) Flywheel
c) Shaft d) Cam
2. A non-rotating member that carries no torque and is used to support rotating wheels, pulleys, and the like.
a) Spindle b) Axle
b) Line shaft d) Counter shaft
3. Considered as a short shaft.
a) Spindle b) Axle
c) Line shaft d) Counter shaft
4. A shaft driven by a prime mover, power is taken from it by belts or chain, usually at several points along the shaft.
a) Transmission shaft b) Line shaft, or main shaft
c) Counter shaft d) Machine shaft
5. A shaft intermediate between a line shaft and a driven machine.
a) Counter shaft b) Transmission shaft
c) Machine shaft d) Axle
6. A shaft that is used to transmit power between the source and the machine absorbing the power.
a) Transmission shaft b) Machine shaft
c) Line shaft d) Counter shaft
7. A shaft forming on integral part of the machine itself is known as:
a) Counter shaft b) Line shaft
c) Machine shaft d) Transmission shaft
8. A rotating member that acts as storage reservoir for energy when work is not consumed at as fast a rate as the power is
supplied.
a) Shafting b) Flywheel
c) Cam d) Storage tank
9. A rigid connector between a shaft and the hub of another component such as pulley, cam, or gear.
a) Hub b) Bolt c) Pin d) Key
10. Which of the following is not true for a key?
a) A demountable machinery part which, when assembled into key-seats, provides a positive means for transmitting
torque between the shaft and hub.
b) Prevent relative rotation of a shaft and the member to which it is connected, such as the hub of a gear, pulley, or
crank.
c) Prevent relative rotation between the two parts.
d) Connect two parallel shafts
11. An axially located rectangular groove in a shaft or hub.
a) Key-seat b) Keyway
c) Key slot c) Key head
12. A groove in the shaft and the mating member to which the key fits.
a) Key seat b) Keyway
c) Key slot d) Key head
13. An element frequently used to seat the key firmly in the keyway and to prevent axial motion of the parts.
a) Pin b) Seat screw
c) Key head d) Bolt
14. If the key and shaft materials are the same, the width of the square and flat keys is approximately:
a) Equal to the diameter of the shaft b) Equal to one-fourth of the shaft diameter
c) Equal to one-half of the shaft diameter d) Equal to the half of hub length
15. The most commonly used key in general industrial machinery. The key is sunk half in the shaft and half in the hub.
a) Flat key b) Round key
c) Square key d) Pin key
16. A key used where the weakening of the shaft by the keyway is serious and where added stability of the connection is
desired, as in machine tools.
a) Flat key b) Square key
c) Round key d) Pin key
17. A key used for fastening cranks, hand wheels, and other parts that do not transmit heavy torques. Some manufacturers
employed this type of key for heavy-duty shafts over 6 inches because the absence of the sharp corners reduces the
stress concentration below that which would exist had a square key and flat key been used. Keyway for this key may be
drilled and reamed after assembly of the mating parts.
a) Flat key b) Square key
c) Round key d) Pin key
18. A square key in which the two bottom corners are beveled to ensure that the key will fit tightly against the top of the
keyway when the drive is in either direction, and lessen the tendency to twist. It does not require a tight fit, and the
small clearance permits easy assembly and removal.
a) Barth key b) Kennedy key
c) Gib-head key d) Pin key
19. These are tapered square keys that are assembled with the diagonal dimension virtually in a circumferential direction.
These keys are used for heavy-duty applications; and also called as tangential keys.
a) Barth key b) Kennedy key
c) Gib-head key d) Pin key
20. A tapered square or flat key with head and classified as variable cross section key.
70
JCSF MECHANICAL ENGINEERING REVIEWER MACHINE DESIGN: HELICAL GEARS
71
JCSF MECHANICAL ENGINEERING REVIEWER MACHINE DESIGN: HELICAL GEARS
39. A flexible coupling used to connect shafts whose axes intersect, that is, whose angular misalignment is permanent.
a) Universal joint b) Oldham coupling
c) Chain coupling d) Flexible disk coupling
40. A coupling that employs a fluid to provide angular flexibility between the input and output shafts.
a) Hydraulic coupling b) Flexible disk coupling
c) Chain coupling d) Old ham coupling
41. A machine member that supports another part that rotates, slides, or oscillates in or on it.
a) Key b) Bearing
c) Coupling d) Screw and fastener
42. A bearing that permits constrained relative motion of rigid parts; lubricant is generally inserted or supplied between the
mating surfaces to reduce friction and wear, and to carry away the heat generated.
a) Sliding contact bearing b) Journal bearing
c) Ball bearing d) Rolling element bearing
43. A bearing where surfaces are non-conformed and motion is primarily rolling; it composed of rolling elements
interposed between outer and inner rings.
a) Ball bearing b) Journal bearing
c) Rolling element bearing d) Sliding contact bearing
44. Surfaces that do not conform to each other very well as in the rolling-element bearings.
a) Sliding surfaces b) Rolling surfaces
c) Non-conformal surfaces d) Conformal surfaces
45. The study of lubrication, friction, and wear of moving or stationary parts.
a) Lubrication b) Tribology
c) Viscosity d) Friction analysis
46. The process of separating relatively moving parts or elements for the purpose of reducing the friction, wear, and heating
of parts.
a) Sliding b) Rolling
c) Lubrication d) Tribology
47. Any substance, when inserted between moving surfaces, reduces friction, wear, and heating of the surfaces; and
provides smooth running and satisfactory life for machine elements.
a) Grease b) Lubrication
c) Lubricant d) Oil
48. The measure of the resistance to flow of the fluid or the property that resists shearing of the fluid or lubricant.
a) Viscosity b) Absolute viscosity
c) Dynamic viscosity d) Kinematic viscosity
49. The ratio of the lubricant layer shearing stress to that of its shear strain rate.
a) Absolute viscosity b) Lubricant shear strain
c) Lubricant ratio d) Kinematic viscosity
50. The ratio of absolute viscosity and the density of the fluid or lubricant.
a) Dynamic viscosity b) Kinematic viscosity
c) Shear strain rate d) Absolute viscosity
51. The ratio of velocity of a particular lubricant layer to that of its perpendicular distance from the stationary surfaces.
a) Absolute viscosity b) Dynamic viscosity
c) Shear strain rate d) Kinematic viscosity
52. A tin or lead base alloy that is used as bearing material.
a) Aluminum b) Vanadium
c) Platinum d) Babbit
53. A rolling element bearing that uses spherical balls as rolling elements.
a) Journal bearing b) Roller bearing
c) Ball bearing d) Clearance bearing
54. A rolling element bearing that uses cylindrical rollers as rolling elements.
a) Journal bearing b) Roller bearing
c) Ball bearing d) Clearance bearing
55. A bearing that supports radial loads and furnishes lateral support to rotating shaft.
a) Radial or journal bearing b) Guide bearing
c) Thrust bearing d) Slipper or slider bearing
56. A bearing that primarily guides the motion of a machine member without specific regard to the direction of load
application.
a) Journal bearing b) Clearance bearing
c) Guide bearing d) Thrust bearing
57. A bearing that carries a load collinear to the axis or a bearing designed to support axial load of the rotating element.
a) Thrust bearing b) Journal bearing
c) Clearance bearing c) Slider bearing
58. A bearing in which two surfaces are flat and nearly parallel and the relative motion is translation.
a) Thrust bearing b) Slipper or slider bearing
c) Clearance d) Clearance
59. One of the principal parts of journal bearing that is the inside cylindrical part, usually a rotating or an oscillating
member.
a) Bearing b) Journal
c) Housing d) Sliding surface
60. One of the main parts of journal bearing that is the surrounding shell or the bushing, may be stationary as on the line
shaft bearing or moving as on a crankpin.
72
JCSF MECHANICAL ENGINEERING REVIEWER MACHINE DESIGN: HELICAL GEARS
73
JCSF MECHANICAL ENGINEERING REVIEWER MACHINE DESIGN: HELICAL GEARS
81. A rolling element bearing that is intended to take heavy thrust loads.
a) Self-aligning ball bearing b) Angular contact bearing
c) Filling-slot ball bearing c) Double-row ball bearing
82. A bearing that is similar to single-row ball bearing, except that each ring has two grooves. The two rows of balls give
the bearing a capacity somewhat less than twice that of a single-row.
a) Double-row ball bearing b) Single-row ball bearing
c) Angular contact bearing d) Deep-groove ball bearing
83. A rolling element bearing in which the contact is a line instead of a point as in ball bearing, which results in a greater
area carrying the load and in a larger radial capacity.
a) Deep-groove ball bearing b) Cylindrical roller bearing
c) Double-row ball bearing d) Angular contact bearing
84. A roller bearing with spherical rollers running in a double-grooved inner ring, has curved outer ring that looks much
like the outer ring of a self-aligning ball bearing.
a) Double-row ball bearing b) Self-aligning roller bearing
c) Self-aligning ball bearing d) Needle bearing
85. A cylindrical roller bearing that has no retainer to hold the rollers in alignment. An application of this is a universal
joint with needle bearing.
a) Needle bearing b) Self-aligning roller bearing
c) Double-row roller bearing d) Tapered roller bearing
86. A roller bearing in which the rolling elements are frustums of cones, so mounted in the races that all of the surface
elements and the axes intersect at a point on the axis of the shaft. It is capable of carrying sustainable radial and thrust
loads.
a) Needle bearing b) Tapered roller bearing
c) Self-aligning roller bearing d) Deep-groove roller bearing
87. A machine part considered as a friction wheel with teeth cut around its circumference and used to connect shafts for the
purpose of transmitting motion and power.
a) Gear b) Cam
c) Bolt d) Screw
88. Gears with teeth formed on conical surfaces and are used mostly for transmitting motion between intersecting shafts.
a) Spur gears b) Helical gears
c) Bevel gears d) Worm gearings
89. The circle on gear that corresponds to the contact surface of the friction wheel.
a) Addendum circle b) Root circle
c) Pitch circle d) Base circle
90. The circle on the gear drawn through the top of the gear tooth; its center is at the gear center.
a) Addendum circle b) Base circle
c) Clearance circle d) Root circle
91. The largest circle centered at the gear center, which is not penetrated by the teeth of the mating gear. It is a circle
tangent to the addendum circle of the mating gear.
a) Root circle b) Base circle
c) Clearance circle d) Addendum circle
92. The radial distance from the clearance circle to the root circle. It is the difference between the dedendum of one gear
and addendum of the mating.
a) Tooth space b) Backlash
c) Clearance d) Working depth
93. The radial distance between the addendum and the clearance circle.
a) Backlash b) Whole depth
c) Working depth d) Clearance
94. The minimum distance between the non-driving side of a tooth and the adjacent side of the mating tooth. It is the
amount by which the width of a tooth space exceeds the thickness of the engaging tooth measured on the pitch circle.
a) Backlash b) Addendum
c) Tooth space d) Clearance
95. An arc of the pitch circle through which a tooth travels from the first point of contact with the mating tooth to the point
where the contact ceases.
a) Arc of action b) Arc of approach
c) Arc of recess d) Arc of departure
96. An arc of the circle through which a tooth travels from the point of contact with the mating tooth to the pitch point.
a) Arc of action b) Arc of approach c) Arc of recess d) Tooth face arc
97. The plane that contains the two axes; in a single gear. It may be any plane containing the axis and the given point.
a) Normal plane b) Axial plane in a pair of gear c) Tooth top land d) Tooth bottom land
98. The angle between the line drawn from the pitch point perpendicular to the line of centers and the line drawn from the
pitch point to the point where a pair of teeth is in contact.
a) Pressure angle b) Helix angle c) Lead angle d) Pitch angle
74
JCSF MECHANICAL ENGINEERING REVIEWER MACHINE DESIGN: HELICAL GEARS
99. The member in worm gearing having the screw-like thread, and worm teeth are frequently spoken of as threads is
known as:
a) Screw b) Worm c) Gear d) Worm wheel
100.The distance, measured axially on the worm, from a point on one thread to the corresponding point on an adjacent
thread.
a) Axial pitch b) Lead
c) Circular pitch d) Thread length
75
JCSF MECHANICAL ENGINEERING REVIEWER MACHINE DESIGN: HELICAL GEARS
ANSWERS
1. c 58. b
2. b 59. b
3. a 60. c
4. b
5. a 61. c
62. a
6. a 63. b
7. c 64. d
8. b 65. a
9. d
10. d 66. b
67. a
11. a 68. a
12. b 69. b
13. b 70. a
14. b
15. c 71. a
72. a
16. a 73. a
17. c 74. a
18. a 75. b
19. b
20. a 76. a
77. a
21. b 78. b
22. c 79. c
23. d 80. a
24. c
25. b 81. b
82. a
26. a 83. b
27. c 84. b
28. a 85. a
29. a
30. c 86. b
87. a
31. d 88. c
32. a 89. c
33. a 90. a
34. b
35. a 91. c
92. c
36. b 93. c
37. a 94. a
38. b 95. a
39. a
40. a 96. b
97. b
41. b 98. a
42. a 99. b
43. c 100.a
44. c
45. b
46. c
47. b
48. a
49. a
50. b
51. c
52. d
53. c
54. b
55. a
56. c
57. a
76