i, j factor reference charts and rules for stronger spur gear designs

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Pitting Resistance I Factor, Bending Resistance J Factor Reference Charts and Underlying Rules for Stronger Spur Gear Designs Shuo Will Zhang Oerlikon Fairfield 6/7/2015 1

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Page 1: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

Pitting Resistance I Factor,Bending Resistance J Factor

Reference Charts and Underlying Rules for Stronger Spur Gear Designs

Shuo Will Zhang

Oerlikon Fairfield

6/7/2015

1

Page 2: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

From I, J Factors to Stresses

• 𝐶𝑜𝑛𝑡𝑎𝑐𝑡 𝑠𝑡𝑟𝑒𝑠𝑠 =𝑡𝑜𝑟𝑞𝑢𝑒

𝑜𝑝𝑒𝑟. 𝑝𝑖𝑡𝑐ℎ 𝑑𝑖𝑎𝑚𝑒𝑡𝑒𝑟2 × 𝑓𝑎𝑐𝑒 𝑤𝑖𝑑𝑡ℎ × 𝐼 𝑓𝑎𝑐𝑡𝑜𝑟

1 2× 𝑜𝑡ℎ𝑒𝑟 𝑓𝑎𝑐𝑡𝑜𝑟𝑠

• 𝐵𝑒𝑛𝑑𝑖𝑛𝑔 𝑠𝑡𝑟𝑒𝑠𝑠 =𝑡𝑜𝑟𝑞𝑢𝑒

𝑜𝑝𝑒𝑟. 𝑝𝑖𝑡𝑐ℎ 𝑑𝑖𝑎𝑚𝑒𝑡𝑒𝑟 × 𝑓𝑎𝑐𝑒 𝑤𝑖𝑑𝑡ℎ ×𝐽 𝑓𝑎𝑐𝑡𝑜𝑟

𝑑𝑖𝑎𝑚𝑒𝑡𝑟𝑎𝑙 𝑝𝑖𝑡𝑐ℎ

× 𝑜𝑡ℎ𝑒𝑟 𝑓𝑎𝑐𝑡𝑜𝑟𝑠

2

Contact stress Bending stress

Most of the times, torque, ratio, center distance, operating pitch diameters, face widths are fixed, or fully utilized already. “Other factors” are out of designers’ control. The only elements that can be optimized are:I factor, and J factor/diametral pitch.

Page 3: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

0.06

0.07

0.08

0.09

0.10

0.11

0.12

0.13

0.14

0.15

0.16

10 15 20 25 30 35 40 45 50 55 60 65 70 75 80 85 90 95 100

I fac

tor

Tooth number

I Factor: 20PA, 1.00-1.35 Add./Ded. Index

106.54.232.421.61.31

Gear ratio

Pitting Resistance I factor

• For example: Find I factor for 25T pinion, 40T gear, 20PA

Step 1: find the right chart to use

Step 2: find pinion tooth number

Step 3: find gear ratio (40/25=1.6), i.e. which curve to use

Step 4: read I factor from chart: 0.093

3

Page 4: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

I Factor:20PA, 1.00-1.25 Add./Ded. Index

4

0.06

0.08

0.10

0.12

0.14

0.16

0.18

0.20

10 15 20 25 30 35 40 45 50 55 60 65 70 75 80 85 90 95 100

I fac

tor

Tooth number

10

6.5

4.2

3

2.4

2

1.6

1.3

1

Gear ratio

Page 5: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

I Factor:20PA, 1.00-1.35 Add./Ded. Index

5

0.06

0.08

0.10

0.12

0.14

0.16

0.18

0.20

10 15 20 25 30 35 40 45 50 55 60 65 70 75 80 85 90 95 100

I fac

tor

Tooth number

10

6.5

4.2

3

2.4

2

1.6

1.3

1

Gear ratio

Page 6: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

I Factor:20PA, 1.15-1.35 Add./Ded. Index

6

0.06

0.08

0.10

0.12

0.14

0.16

0.18

0.20

10 15 20 25 30 35 40 45 50 55 60 65 70 75 80 85 90 95 100

I fac

tor

Tooth number

10

6.5

4.2

3

2.4

2

1.6

1.3

1

Gear ratio

Page 7: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

I Factor:25PA, 1.00-1.35 Add./Ded. Index

7

0.06

0.08

0.10

0.12

0.14

0.16

0.18

0.20

10 15 20 25 30 35 40 45 50 55 60 65 70 75 80 85 90 95 100

I fac

tor

Tooth number

10

6.5

4.2

3

2.4

2

1.6

1.3

1

Gear ratio

Page 8: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

I Factor:28PA, 1.00-1.35 Add./Ded. Index

8

0.06

0.08

0.10

0.12

0.14

0.16

0.18

0.20

10 15 20 25 30 35 40 45 50 55 60 65 70 75 80 85 90 95 100

I fac

tor

Tooth number

10

6.5

4.2

3

2.4

2

1.6

1.3

1

Gear ratio

Page 9: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

I Factor:30PA, 1.00-1.35 Add./Ded. Index

9

0.06

0.08

0.10

0.12

0.14

0.16

0.18

0.20

10 15 20 25 30 35 40 45 50 55 60 65 70 75 80 85 90 95 100

I fac

tor

Tooth number

10

6.5

4.2

3

2.4

2

1.6

1.3

1

Gear ratio

Page 10: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

0.30

0.35

0.40

0.45

0.50

0.55

0.60

0.65

10 20 30 40 50 60 70 80 90 100

J fa

cto

r

Tooth number

J Factor: 25PA, 1.00-1.35 Add./Ded. Index

1000

200

100

60

40

28

20

16

13

Bending Resistance J factor

• For example: Find J factor for 28T pinion, 60T gear, 25PAStep 1: find the right chart to use

Step 2: find pinion tooth number

Step 3: find gear tooth number, i.e. which curve to use

Step 4: read J factor for pinion from chart: 0.457

10

Page 11: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

0.30

0.35

0.40

0.45

0.50

0.55

0.60

0.65

10 20 30 40 50 60 70 80 90 100

J fa

cto

r

Tooth number

J Factor: 25PA, 1.00-1.35 Add./Ded. Index

1000

200

100

60

40

28

20

16

13

Bending Resistance J factor

• Example cont’d: Find J factor for 30T pinion, 60T gear, 25PA

Step 5: find gear tooth number

Step 6: find pinion tooth number, i.e. which curve to use

Step 7: read J factor for gear from chart: 0.507

11

Page 12: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

J Factor:20PA, 1.00-1.25 Add./Ded. Index

12Assumptions of full-tip-radius hob and zero backlash apply to all J factor charts

0.30

0.35

0.40

0.45

0.50

0.55

0.60

0.65

10 20 30 40 50 60 70 80 90 100

J fa

cto

r

Tooth number

1000200100604032252017

Page 13: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

J Factor:20PA, 1.00-1.35 Add./Ded. Index

13

0.30

0.35

0.40

0.45

0.50

0.55

0.60

0.65

10 20 30 40 50 60 70 80 90 100

J fa

cto

r

Tooth number

1000200100604032252017

Assumptions of full-tip-radius hob and zero backlash apply to all J factor charts

Page 14: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

J Factor:20PA, 1.15-1.35 Add./Ded. Index

14

0.30

0.35

0.40

0.45

0.50

0.55

0.60

0.65

10 20 30 40 50 60 70 80 90 100

J fa

cto

r

Tooth number

1000

200

100

60

40

32

25

20

17

Assumptions of full-tip-radius hob and zero backlash apply to all J factor charts

Page 15: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

J Factor:25PA, 1.00-1.35 Add./Ded. Index

15

0.30

0.35

0.40

0.45

0.50

0.55

0.60

0.65

10 20 30 40 50 60 70 80 90 100

J fa

cto

r

Tooth number

1000200100604028201613

Assumptions of full-tip-radius hob and zero backlash apply to all J factor charts

Page 16: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

J Factor:28PA, 1.00-1.35 Add./Ded. Index

16

0.30

0.35

0.40

0.45

0.50

0.55

0.60

0.65

10 20 30 40 50 60 70 80 90 100

J fa

cto

r

Tooth number

1000200100604028201613

Assumptions of full-tip-radius hob and zero backlash apply to all J factor charts

Page 17: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

J Factor:30PA, 1.00-1.35 Add./Ded. Index

17

0.30

0.35

0.40

0.45

0.50

0.55

0.60

0.65

10 20 30 40 50 60 70 80 90 100

J fa

cto

r

Tooth number

1000200100604028201613

Assumptions of full-tip-radius hob and zero backlash apply to all J factor charts

Page 18: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

J Factor/diametral pitch20PA, 1.00-1.25 Add./Ded. Index

18

0.0

0.1

0.2

0.3

0.4

0.5

0.6

0.7

0.8

0 10 20 30 40 50 60 70 80 90 100

J fa

cto

r /

dia

met

ral p

itch

Tooth number

0.5

0.65

0.8

1

1.2

1.5

2

3

5

Gear ratio

Charts for “J Factor/diametral pitch” (page 18~23) are case studies for a fixed center distance, so the numbers are NOT directly usable for various center distances. The significance is the comparison among all input parameters.

Page 19: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

J Factor/diametral pitch20PA, 1.00-1.35 Add./Ded. Index

19

0.0

0.1

0.2

0.3

0.4

0.5

0.6

0.7

0.8

0 10 20 30 40 50 60 70 80 90 100

J fa

cto

r /

dia

met

ral p

itch

Tooth number

0.5

0.65

0.8

1

1.2

1.5

2

3

5

Gear ratio

Charts for “J Factor/diametral pitch” (page 18~23) are case studies for a fixed center distance, so the numbers are NOT directly usable for various center distances. The significance is the comparison among all input parameters.

Page 20: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

J Factor/diametral pitch20PA, 1.15-1.35 Add./Ded. Index

20

0.0

0.1

0.2

0.3

0.4

0.5

0.6

0.7

0.8

0 10 20 30 40 50 60 70 80 90 100

J fa

cto

r /

dia

met

ral p

itch

Tooth number

0.5

0.65

0.8

1

1.2

1.5

2

3

5

Gear ratio

Charts for “J Factor/diametral pitch” (page 18~23) are case studies for a fixed center distance, so the numbers are NOT directly usable for various center distances. The significance is the comparison among all input parameters.

Page 21: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

J Factor/diametral pitch25PA, 1.00-1.35 Add./Ded. Index

21

0.0

0.1

0.2

0.3

0.4

0.5

0.6

0.7

0.8

0 10 20 30 40 50 60 70 80 90 100

J fa

cto

r /

dia

met

ral p

itch

Tooth number

0.5

0.65

0.8

1

1.2

1.5

2

3

5

Gear ratio

Charts for “J Factor/diametral pitch” (page 18~23) are case studies for a fixed center distance, so the numbers are NOT directly usable for various center distances. The significance is the comparison among all input parameters.

Page 22: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

J Factor/diametral pitch28PA, 1.00-1.35 Add./Ded. Index

22

0.0

0.1

0.2

0.3

0.4

0.5

0.6

0.7

0.8

0 10 20 30 40 50 60 70 80 90 100

J fa

cto

r /

dia

met

ral p

itch

Tooth number

0.5

0.65

0.8

1

1.2

1.5

2

3

5

Gear ratio

Charts for “J Factor/diametral pitch” (page 18~23) are case studies for a fixed center distance, so the numbers are NOT directly usable for various center distances. The significance is the comparison among all input parameters.

Page 23: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

J Factor/diametral pitch30PA, 1.00-1.35 Add./Ded. Index

23

0.0

0.1

0.2

0.3

0.4

0.5

0.6

0.7

0.8

0 10 20 30 40 50 60 70 80 90 100

J fa

cto

r /

dia

met

ral p

itch

Tooth number

0.5

0.65

0.8

1

1.2

1.5

2

3

5

Gear ratio

Charts for “J Factor/diametral pitch” (page 18~23) are case studies for a fixed center distance, so the numbers are NOT directly usable for various center distances. The significance is the comparison among all input parameters.

Page 24: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

J Factor vs. Tooth Thickness (General trend)

0.309

0.314

0.319

0.324

0.329

0.334

0.339

0.344

0.144 0.149 0.154 0.159 0.164

J fa

cto

r

Tooth thickness

24

Page 25: I, J Factor Reference Charts and Rules for Stronger Spur Gear Designs

Conclusions: How to Decrease Stresses

• Contact Stress– Longer addendum on pinion (page 5,6)– dedendum has no effect (page 4,5)– More teeth, finer pitch (any of page 4~9)– Higher pressure angle (page 7~9)

• Bending Stress– Longer addendum on mating member (page 19,20)– Reduce dedendum index (page 18,19)– Fewer teeth, coarser pitch (any of page 18~23)– Higher pressure angle (page 21~23)– Thicker tooth (page 24)

25