The document discusses the fundamentals of gears, detailing their types, functions, and design considerations in power transmission systems. It explains kinematics, contact ratios, interference, and gear trains, highlighting the importance of gear specifications and parameters for effective operation. Various gear configurations such as spur, bevel, and worm gears are analyzed in relation to their applications and performance characteristics.

1. Fundamentals of Gears

2. ♣ Gears are most often used in transmissions to convert an
electric motor’s high speed and low torque to a shaft’s requirements
for low speed high torque:
♣ Speed is easy to generate, because voltage is easy to generate
♣ Torque is difficult to generate because it requires large amounts of
current
♣ Gears essentially allow positive engagement between teeth so high
forces can be transmitted while still undergoing essentially rolling
contact
♣ Gears do not depend on friction and do best when friction is
minimized

3. Types of Gears
Spur gears – tooth profile is parallel to
the axis of rotation, transmits motion
between parallel shafts.
Pinion (small gear)
Gear (large gear)
Internal gears
– teeth are inclined to
the axis of rotation, the angle provides
more gradual engagement of the teeth
during meshing, transmits motion
between parallel shafts.
Helical gears

4. Types of Gears
Bevel gears – teeth are formed on a
conical surface, used to transfer motion
between non-parallel and intersecting
shafts.
Straight
bevel gear
Spiral
bevel gear

5. Types of Gears
Worm gear sets – consists of a
helical gear and a power screw (worm),
used to transfer motion between non-
parallel and non-intersecting shafts.
Rack and Pinion sets – a special
case of spur gears with the gear
having an infinitely large diameter,
the teeth are laid flat.
Rack
Pinion

6. Gear Design and Analysis
• Kinematics of gear teeth and gear trains.
• Force analysis.
• Design based on tooth bending strength.
• Design based on tooth surface strength.

7. Nomenclature of Spur Gear Teeth
= (tooth spacing)driven gear – (tooth
thickness)driver , measured on the pitch circle.
Backlash
Pitch circle
gear diam.
Fillet radius
Clearance
Base Circle

8. Fundamental Law and Involute Curve
Generation of the involute curve
Tangent at the
point of contact
rG
rP
rG / rP = constant (constant speed ratio) All common normals have to
intersect at the same point P

9. Useful Relations
P = N / d
P = diametral pitch, teeth per inch
N = number of teeth
d = pitch diameter (gear diameter)
m (module, mm) = d / N
Metric system
p (circular pitch) = πd / N
Pp = π
Diametral Pitch P = 1/m in teeth/mm

10. Standard Tooth Specifications
Pressure angle
Two mating gears must have the same diametral pitch, P,
and pressure angle, φ.
Pitch
line
Line of centers
Base
circle
Base
circle
Pitch
circle
Pitch
circle
Pressure angle φ
Standard pressure angles, 14.5o
(old), 20o
, and 25o

11. Standard Tooth Specifications
Power transmission, 2 ≤ P ≤ 16
9/P ≤ b ≤ 13/P

12. Tooth Sizes in General Use

13. Standardized Tooth Systems (Spur Gears)

15. Circles of a Gear Layout

16. Sequence of Gear Layout
• Pitch circles in contact
• Pressure line at desired
pressure angle
• Base circles tangent to
pressure line
• Involute profile from
base circle
• Cap teeth at addendum
circle at 1/P from pitch
circle
• Root of teeth at
dedendum
circle at 1.25/P from
pitch circle
• Tooth spacing from
circular pitch, p = p / P

17. Relation of Base Circle to Pressure Angle
rB = rcosɸ

19. Tooth Action
 First point of
contact at a
where flank of
pinion touches
tip of gear
 Last point of
contact at b
where tip of
pinion touches
flank of gear
 Line ab is line
of action
 Angle of action
is sum of angle
of approach
and angle of
recess

20. Contact Ratio
• Arc of action qt is the sum of the arc of approach qa and the arc of
recess qr., that is qt = qa + qr
• The contact ratio mc is the ratio of the arc of action and the circular
pitch.
mc = qt/P
• The contact ratio is the average number of pairs of teeth in contact.

21. Contact Ratio
• Contact ratio can also be found from the length of the line of action
• The contact ratio should be at least 1.2

22. Length of contact
Standard gear:
Non-standard gear:

23. Interference
• Contact of portions of
tooth profiles that are not
conjugate is called
interference.
• Occurs when contact
occurs below the base
circle
• If teeth were produced by
generating process (rather
than stamping), then the
generating process
removes the interfering
portion; known as
undercutting.

24. Interference will occur when
or
or

25. Interference of Spur Gears
• On spur and gear with one-to-one gear ratio, smallest number of
teeth which will not have interference is
• k =1 for full depth teeth. k = 0.8 for stub teeth
• On spur meshed with larger gear with gear ratio mG = NG/NP = m,
the smallest number of teeth which will not have interference is

26. Interference of Spur Gears
• Largest gear with a specified pinion that is interference-free is
• Smallest spur pinion that is interference-free with a rack is

27. Kinematics
(ωp / ωg) = (dg / dp) = (Ng / Np) = VR (velocity ratio)
P = (Ng / dg) = (Np / dp)
Spur, helical and bevel gears
ωg
dg
ωp
dp
Rack and pinion
Velocity of the rack
Displacement of the rack
Δθ is in radians
,

28. Kinematics
Worm Gear Sets
Ng = number of teeth on the helical gear
Nw = number of threads on the worm,
usually between 2 - 6
Speed ratio = Ng / Nw
Large reduction in one step, but lower
efficiency due heat generation.
Worm
Helical gear

29. Kinematics of Gear Trains
Conventional gear trains
ω3
ω2
=
N2
N3
ω3 ω4
=
, ω5
ω4
=
N4
N5
,
mV = e = train value
Speed ratio
ω5
ω2
=
output
input
=
Reverted gear train – output shaft is
concentric with the input shaft. Center
distances of the stages must be equal.

30. Kinematics of Gear Trains
Planetary gear trains
gear = arm + gear/arm
F/arm = F - arm , L/arm = L - arm
= e (train value)

31. Kinematics of Gear Trains
Determine the speed of the sun gear if the arm rotates at 1 rpm.
Ring gear is stationary.
2 degrees of freedom, two inputs are needed to control the system

32. Planetary Gear Trains - Example
For the speed reducer shown, the input
shaft a is in line with output shaft b. The
tooth numbers are N2=24, N3=18, N5=22,
and N6=64. Find the ratio of the output
speed to the input speed. Will both shafts
rotate in the same direction? Gear 6 is a
fixed internal gear.
Train value = (-N2 / N3)(N5 / N6) = (-24/18)(22/64) = - 0.4583
-.4583 = (ωL – ωarm) / (ωF – ωarm) = (0 – ωarm) / (1 – ωarm)
ωarm = .125, reduction is 8 to 1
Input and output shafts rotate in the same direction
d2 + d3 = d6 – d5