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CONSTRUCTION
TRANSMISSION RE-DESIGN ASSIGNMENT
COURSE ID: 201500230
2017nov 2
LEARNING GOAL
Use a practical example of a servo
motor to apply knowledge learned in
lecture 3 and 4:
 Kinematics of gears
 Mechanical drives – Spur gear
design.
 Electric Motor
GOAL:
1) Re-design the transmission of a
servo-motor considering changes in
operating condition – Torque/speed
changes.
2) Apply structured design steps and
calculations on stress factors to
motivate new gear dimensions, OR
3) Select a different material for the
gears.
3
LEARNING GOAL
https://www.youtube.com/watch?v=_FP1u
DmUhjk&t=1s
2017nov 4
WHAT YOU RECEIVE
You receive:
 An assignment which you need to
work in groups of two.
 You also ‘borrow’ a motor which
you need to return on the date of
the final exam.
REQUIRED:
1) A 10-page max. report which you need
to upload in Canvas (a link will be
created to assist you to do this).
2) The report should be prepared in
word/pdf.
3) It should document your logic/steps for
the re-design assignment.
4) 20% of total grade of construction.
2019nov 5
TASKS NEEDED
STEPS
Prerequisites:
 Find a colleague to work with.
 You only do the tasks which are
marked (unique for different
groups).
Step 1:
 Open/disassembly the servo motor.
 Sketch the gear stages, before taking
apart the gear one-by-one.
 Take apart the gears and measure
their dimensions.
 Take photos/videos for your memory,
i.e. different stages, how they mesh,
etc.
 The photos should help you assemble
the motor back to its original state.
 NOTE: re-assemble back the gears
before handing it back during the
exam (01/02/2023)
2019nov 6
TOOLS NEEDED FOR DISASSEMBLY AT HOME
1) Vernier Caliper: 2) Screwdriver set:
2019nov 7
EXAMPLE OF IMAGES SHOWING GEAR STAGES!
Pinion
(motor)
Pinion
(motor)
2017nov 8
TASK LIST (MANDATORY FOR ALL GROUPS)
STEPS
Task 1: Gear kinematics
 Make basic calculations to
determine gear dimensions,
number of teeth, gear (face)
width,…
 You will need the calculations to
compute the velocity ratio (VR),
train value (TV), torque/speed
transmitted per stages.
 For an inspiration, use the slide
from lecture 3 on kinematics of
gears.
2019nov 9
KINEMATICS OF GEARS
DIMENSIONS
https://www.myodesie.com/wiki/index/retur
nEntry/id/3000
2019nov 10
KINEMATICS OF GEARS
DIMENSIONS
Metric module system DIN867
table is for standard gears.
 m - metric module (mm)
 D - pitch diameter (mm)
 Do - outside diameter (top)
 DR - root diameter (bottom)
 ht - height of tooth
 hk - projected tooth height
 t - tooth thickness
D = mN
DO = mN + 2m
DR = D − 2b
ht = a + b
hk = a + a
t = π. m/2
Outside Diameter
Root Diameter
Whole Depth
Working Depth
Tooth Thickness
Pitch Diameter
Preferred values for m
0,5 0,8 1 1,25 1,5 2,5 3 4 5 6 8 10 12 16 20 25 32 40 50
2017nov 11
TASK LIST (MANDATORY FOR ALL GROUPS)
STEPS
Task 2: Velocity ratios, TV
 Calculate the velocity ratio (VR), train value (TV), torque/speed
transmitted per stages.
Pinion – Stage 2
Gear – Stage 2
Pinion – Stage 3
Gear – Stage 3
2018nov 12
KINEMATICS OF GEARS
VELOCITY RATIO
VR is ratio of input speed to
the output speed of two gears.
 VR - velocity ratio
VR > 1 reduces speed
 TV - train value
(system property)
In DIN-base literature
 i - Űbersetzung
 ω - Winkelgeschwindigkeit
 z(N) - Zähnezahl
𝑉𝑅1 =
𝜔𝑃
𝜔𝐺
=
𝑁𝐺1
𝑁𝑃1
𝑇𝑉 = 𝑉𝑅1 . 𝑉𝑅2 . . 𝑉𝑅𝑛
1
2
2
1
z
z
i 



2017nov 13
TASKS (MANDATORY)
STEPS
Task 3:
 Calculate the torque transmitted
by each pinion/gear at each
stage:
 Be careful of the motor
specification you have.
 Maximum stalled torque,
transmission speed,……
 !!! Only consider the
operating torque and radial
speed!!!!!!!
 65% (of max. speed) and
35% (of max. torque).
14
TORQUE-SPEED RELATIONSHIP
Point to note:
• Max torque (Tmax) when stalled (not rotating).
• T = 0 at maximum speed ωmax
• So we use operating torque and speed (radial) 2019jan
𝜔 = 0
𝑇 = 0
2017nov 15
TASKS NEEDED
STEPS
TASK 3: NOTE
 The maximum torque (stalled torque
given is at the output gear of the last
stage.
 Tip: Use the velocity/transmission ratio
to calculate torque/speed transmitted
by each pinion/gear.
 Tip: the pinion connected to the motor
normally will transmit the lowest
torque/highest speed of the entire
transmission.
 Tip: for several stages, the pinion/gear
are connected -> same
speed/torque……
2017nov 16
TASKS NEEDED
STEPS
TASK 3:
 Next calculate the bending and
contact stresses for each stage:
 Require:
 Tangential forces transmitted
per stage!!!
 Tip, only one tangential force
at each stage!!!!!
 Tip: use the torque of the
pinion as the basis of
calculating the Tangential
force.
Ft
T = Ft × Rp
2019nov 17
SPUR GEAR DESIGN
TOOTH STRENGTH (BENDING STRESS)
 To compensate for tooth form and tooth size,
the form factor YFA is introduced. It is a
function of m (compensates for tooth
thickness).
σb =
Ft
bm
YFa
σb - bending stress (N/mm2)
Ft - tangential force (N)
b - gear width (mm)
m - module (mm)
Yfa -form factor acc. to DIN 3990
In the module system, L (sum of addendum
and dedendum) and h (tooth thickness) are
related to module (m).
2019nov 18
SPUR GEAR DESIGN
DIN 3990
Form factor YFa
for standard metric
module-based
gears.
z - number of teeth
x – profile shift,
standard x = 0
Z1 = 19 teeth
x = 0
No. of teeth of pinion (driver)
Form
factor
Yfa
Profile shift (X)
YFA = 2.9
Always read on the line x=0
for standard profile design!!
19
SPUR GEAR DESIGN
2) CONTACT STRESS
 But for a gear: we need to compensate for tooth form to calculate contact
stresses.
σH - contact stress (N/mm2)
b - gear width (mm)
u - teeth ratio z2/z1 > 1
ZH - curvature factor (2.5 for standard spur
gears)
ZE - elasticity factor (√ N/mm2)
E - reduced E modulus for different
materials (N/mm2)
E – use material stiffness E in case of same
material!!
𝜎𝐻 = (𝑍𝐻𝑍𝐸) ∗
𝐹𝑡
𝑏𝐷1
𝑢 + 1
𝑢
𝑍𝐸 = 0.175𝐸
 We introduce three factors to the Hertz equation in the previous slide.
These are u, ZH and ZE are introduced to compensate radius of curvature
and material stiffness.
2017nov 20
TASKS NEEDED
STEPS
TASK 4: Safety Factors!!
 Determine the safety factor at
bending and contact:
 Require:
 Material properties for the
gears you have.
 Gear dimensions, and
tangential forces.
2019nov 21
SPUR GEAR DESIGN
FACTOR OF SAFETY (BENDING AND CONTACT STRESSES)
min
lim
min
lim
2
H
A
H
H
H
F
A
b
F
F
S
K
S
S
K
S








DIN 3990
𝜎𝐹𝑙𝑖𝑚 - limiting bending stress
𝜎𝐻𝑙𝑖𝑚 - limiting contact stress
 On average a minimum safety factor of between 1.5 is valid, up to 3 for high risk
applications (𝑆𝐹𝑙𝑖𝑚) and (𝑆𝐻𝑙𝑖𝑚).
SF - safety factor bending stress
SH - safety factor contact stress
2017nov 22
RE-DESIGN TASKS
(ONLY WHAT IS MARKED FOR YOUR GROUP!!)
Step 5: Re-design Tasks
 Select the stage with the lowest safety factor (bending/contact).
 Re-design to fit new operating conditions:
 Replace your transmission with all brass gears?
 Use lighter, high strength gears?
 Use a combination of gear materials, e.g., brass + aluminium
2017nov 23
TASKS NEEDED
STEPS
Step 5:
 Re-design task:
 What gear dimensions would
you recommend considering
new retro-fitting?
 Do you require to re-design to
have stronger gears (larger
module, or thickness)?
 …………….
 Show/document in your report
your logic or argumentation.
 WHAT NEW GEAR DIMENSIONS WILL
YOU SUGGEST KEEPING IN MIND A
SAFETY FACTOR OF MINIMUM 3?
2017nov 24
QUESTIONS/HELP WITH THE ASSIGNMENT?
Deadline:
 Preliminary report should be submitted on or before 13th
January, 2023 (uploaded on canvas). Tasks to be performed
are indicated on the reader.
 Final report uploaded via Canvas on or before Wednesday,
01/02/2022 at 23:59 hrs.
 Canvas upload link will be created and available before the
submission deadline.
25
DIY
EXPECTED SERVICE LIFE
2017nov

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L10_transmission redesign assignment_2021 (1).pptx

  • 2. 2017nov 2 LEARNING GOAL Use a practical example of a servo motor to apply knowledge learned in lecture 3 and 4:  Kinematics of gears  Mechanical drives – Spur gear design.  Electric Motor GOAL: 1) Re-design the transmission of a servo-motor considering changes in operating condition – Torque/speed changes. 2) Apply structured design steps and calculations on stress factors to motivate new gear dimensions, OR 3) Select a different material for the gears.
  • 4. 2017nov 4 WHAT YOU RECEIVE You receive:  An assignment which you need to work in groups of two.  You also ‘borrow’ a motor which you need to return on the date of the final exam. REQUIRED: 1) A 10-page max. report which you need to upload in Canvas (a link will be created to assist you to do this). 2) The report should be prepared in word/pdf. 3) It should document your logic/steps for the re-design assignment. 4) 20% of total grade of construction.
  • 5. 2019nov 5 TASKS NEEDED STEPS Prerequisites:  Find a colleague to work with.  You only do the tasks which are marked (unique for different groups). Step 1:  Open/disassembly the servo motor.  Sketch the gear stages, before taking apart the gear one-by-one.  Take apart the gears and measure their dimensions.  Take photos/videos for your memory, i.e. different stages, how they mesh, etc.  The photos should help you assemble the motor back to its original state.  NOTE: re-assemble back the gears before handing it back during the exam (01/02/2023)
  • 6. 2019nov 6 TOOLS NEEDED FOR DISASSEMBLY AT HOME 1) Vernier Caliper: 2) Screwdriver set:
  • 7. 2019nov 7 EXAMPLE OF IMAGES SHOWING GEAR STAGES! Pinion (motor) Pinion (motor)
  • 8. 2017nov 8 TASK LIST (MANDATORY FOR ALL GROUPS) STEPS Task 1: Gear kinematics  Make basic calculations to determine gear dimensions, number of teeth, gear (face) width,…  You will need the calculations to compute the velocity ratio (VR), train value (TV), torque/speed transmitted per stages.  For an inspiration, use the slide from lecture 3 on kinematics of gears.
  • 9. 2019nov 9 KINEMATICS OF GEARS DIMENSIONS https://www.myodesie.com/wiki/index/retur nEntry/id/3000
  • 10. 2019nov 10 KINEMATICS OF GEARS DIMENSIONS Metric module system DIN867 table is for standard gears.  m - metric module (mm)  D - pitch diameter (mm)  Do - outside diameter (top)  DR - root diameter (bottom)  ht - height of tooth  hk - projected tooth height  t - tooth thickness D = mN DO = mN + 2m DR = D − 2b ht = a + b hk = a + a t = π. m/2 Outside Diameter Root Diameter Whole Depth Working Depth Tooth Thickness Pitch Diameter Preferred values for m 0,5 0,8 1 1,25 1,5 2,5 3 4 5 6 8 10 12 16 20 25 32 40 50
  • 11. 2017nov 11 TASK LIST (MANDATORY FOR ALL GROUPS) STEPS Task 2: Velocity ratios, TV  Calculate the velocity ratio (VR), train value (TV), torque/speed transmitted per stages. Pinion – Stage 2 Gear – Stage 2 Pinion – Stage 3 Gear – Stage 3
  • 12. 2018nov 12 KINEMATICS OF GEARS VELOCITY RATIO VR is ratio of input speed to the output speed of two gears.  VR - velocity ratio VR > 1 reduces speed  TV - train value (system property) In DIN-base literature  i - Űbersetzung  ω - Winkelgeschwindigkeit  z(N) - Zähnezahl 𝑉𝑅1 = 𝜔𝑃 𝜔𝐺 = 𝑁𝐺1 𝑁𝑃1 𝑇𝑉 = 𝑉𝑅1 . 𝑉𝑅2 . . 𝑉𝑅𝑛 1 2 2 1 z z i    
  • 13. 2017nov 13 TASKS (MANDATORY) STEPS Task 3:  Calculate the torque transmitted by each pinion/gear at each stage:  Be careful of the motor specification you have.  Maximum stalled torque, transmission speed,……  !!! Only consider the operating torque and radial speed!!!!!!!  65% (of max. speed) and 35% (of max. torque).
  • 14. 14 TORQUE-SPEED RELATIONSHIP Point to note: • Max torque (Tmax) when stalled (not rotating). • T = 0 at maximum speed ωmax • So we use operating torque and speed (radial) 2019jan 𝜔 = 0 𝑇 = 0
  • 15. 2017nov 15 TASKS NEEDED STEPS TASK 3: NOTE  The maximum torque (stalled torque given is at the output gear of the last stage.  Tip: Use the velocity/transmission ratio to calculate torque/speed transmitted by each pinion/gear.  Tip: the pinion connected to the motor normally will transmit the lowest torque/highest speed of the entire transmission.  Tip: for several stages, the pinion/gear are connected -> same speed/torque……
  • 16. 2017nov 16 TASKS NEEDED STEPS TASK 3:  Next calculate the bending and contact stresses for each stage:  Require:  Tangential forces transmitted per stage!!!  Tip, only one tangential force at each stage!!!!!  Tip: use the torque of the pinion as the basis of calculating the Tangential force. Ft T = Ft × Rp
  • 17. 2019nov 17 SPUR GEAR DESIGN TOOTH STRENGTH (BENDING STRESS)  To compensate for tooth form and tooth size, the form factor YFA is introduced. It is a function of m (compensates for tooth thickness). σb = Ft bm YFa σb - bending stress (N/mm2) Ft - tangential force (N) b - gear width (mm) m - module (mm) Yfa -form factor acc. to DIN 3990 In the module system, L (sum of addendum and dedendum) and h (tooth thickness) are related to module (m).
  • 18. 2019nov 18 SPUR GEAR DESIGN DIN 3990 Form factor YFa for standard metric module-based gears. z - number of teeth x – profile shift, standard x = 0 Z1 = 19 teeth x = 0 No. of teeth of pinion (driver) Form factor Yfa Profile shift (X) YFA = 2.9 Always read on the line x=0 for standard profile design!!
  • 19. 19 SPUR GEAR DESIGN 2) CONTACT STRESS  But for a gear: we need to compensate for tooth form to calculate contact stresses. σH - contact stress (N/mm2) b - gear width (mm) u - teeth ratio z2/z1 > 1 ZH - curvature factor (2.5 for standard spur gears) ZE - elasticity factor (√ N/mm2) E - reduced E modulus for different materials (N/mm2) E – use material stiffness E in case of same material!! 𝜎𝐻 = (𝑍𝐻𝑍𝐸) ∗ 𝐹𝑡 𝑏𝐷1 𝑢 + 1 𝑢 𝑍𝐸 = 0.175𝐸  We introduce three factors to the Hertz equation in the previous slide. These are u, ZH and ZE are introduced to compensate radius of curvature and material stiffness.
  • 20. 2017nov 20 TASKS NEEDED STEPS TASK 4: Safety Factors!!  Determine the safety factor at bending and contact:  Require:  Material properties for the gears you have.  Gear dimensions, and tangential forces.
  • 21. 2019nov 21 SPUR GEAR DESIGN FACTOR OF SAFETY (BENDING AND CONTACT STRESSES) min lim min lim 2 H A H H H F A b F F S K S S K S         DIN 3990 𝜎𝐹𝑙𝑖𝑚 - limiting bending stress 𝜎𝐻𝑙𝑖𝑚 - limiting contact stress  On average a minimum safety factor of between 1.5 is valid, up to 3 for high risk applications (𝑆𝐹𝑙𝑖𝑚) and (𝑆𝐻𝑙𝑖𝑚). SF - safety factor bending stress SH - safety factor contact stress
  • 22. 2017nov 22 RE-DESIGN TASKS (ONLY WHAT IS MARKED FOR YOUR GROUP!!) Step 5: Re-design Tasks  Select the stage with the lowest safety factor (bending/contact).  Re-design to fit new operating conditions:  Replace your transmission with all brass gears?  Use lighter, high strength gears?  Use a combination of gear materials, e.g., brass + aluminium
  • 23. 2017nov 23 TASKS NEEDED STEPS Step 5:  Re-design task:  What gear dimensions would you recommend considering new retro-fitting?  Do you require to re-design to have stronger gears (larger module, or thickness)?  …………….  Show/document in your report your logic or argumentation.  WHAT NEW GEAR DIMENSIONS WILL YOU SUGGEST KEEPING IN MIND A SAFETY FACTOR OF MINIMUM 3?
  • 24. 2017nov 24 QUESTIONS/HELP WITH THE ASSIGNMENT? Deadline:  Preliminary report should be submitted on or before 13th January, 2023 (uploaded on canvas). Tasks to be performed are indicated on the reader.  Final report uploaded via Canvas on or before Wednesday, 01/02/2022 at 23:59 hrs.  Canvas upload link will be created and available before the submission deadline.

Editor's Notes

  1. The session today treats the topic roller bearings. The manufacturing of roller bearings needs requires many production steps with specialized machinery. Because of this it is a typical product that you buy from a specialized company like SKF (Sweden), FAG (Germany) or NSK (Japan). So for us – product designers – it will be a catalog part. But use in design requires understanding of a number of basic concepts of load, endurance and integration.
  2. The products with moving parts contain bearings; so as a designer you will need to make decisions in this field.
  3. The products with moving parts contain bearings; so as a designer you will need to make decisions in this field.
  4. The products with moving parts contain bearings; so as a designer you will need to make decisions in this field.
  5. The products with moving parts contain bearings; so as a designer you will need to make decisions in this field.
  6. The products with moving parts contain bearings; so as a designer you will need to make decisions in this field.
  7. The products with moving parts contain bearings; so as a designer you will need to make decisions in this field.
  8. The products with moving parts contain bearings; so as a designer you will need to make decisions in this field.
  9. The diametral systems is commonly used in Anglo-saxon countries. For metric gears (as adopted by most of the worlds nations) the gear proportions are based on the module. In our design procedures, we will use the metric module system! The tooth dimensions are based on the pitch (and pitch system!)
  10. Question: Explain and ask the class to determine what is unique on the set of equations. The module system has preferred values. For these numbers, standard gears and tooling to create them are readily available. Tooth dimensions are related to the module value. Larger module means larger teeth and vice versa. The pressure angle for standard metric module gears is a = 20 degrees (covered in the next lecture on gears). Circular tooth thickness = ½ of circular pitch.
  11. The products with moving parts contain bearings; so as a designer you will need to make decisions in this field.
  12. If we are to design multi-stage drive systems  it is important to calculate the transmission ratio. From i we can compute the number of teeth, from there determine the design pitch. VR > 1 reduce speed; VR < 1 increase speed (1) triebende rad, (2) getriebene rad. A positive train is where the driver and driven gears rotate in the same direction.
  13. The products with moving parts contain bearings; so as a designer you will need to make decisions in this field.
  14. For example, using the equation relating Tmax, the implication is that if we know the stalled torque and maximum speed, we can calculate torque (T) at any given angular speed. E.g. for the case of the servomotor.
  15. The products with moving parts contain bearings; so as a designer you will need to make decisions in this field.
  16. The products with moving parts contain bearings; so as a designer you will need to make decisions in this field.
  17. What is the area of the cross section under bending? b.h Ix moment of inertia, Sx section modulus. Tooth form (h and L) are a function of the module and expressed as Yfa. The width b is separate parameter. You can easily spot the similarities between these two model
  18. Example: 15 teeth gear, profile shift x = 0.5, reads Yfa = 2.32 (we will use only unshifted profiles, x=0) Will the bending stress if the small gear be higher of lower than of the high gear?
  19. - Herz has described stresses that arise when objects with a curved surface are pressed onto each other by force. Stress develop as can be seen in the image in the upper right. You can imagine that when two ‘stiff’ materials are used, This image shows a large narrow peak, whereas when one or both are soft, the contact area is large and stresses lower. A similar formula has been developed for contact stresses in gears.
  20. The products with moving parts contain bearings; so as a designer you will need to make decisions in this field.
  21. Arrived at the point where we calculate bending stress and contact stress. How healthy is the design? Allowed repeated bending stresses have found to be twice the stress limit from the table (excerpt from Din 3990). The factor indicates the number of times the gear is dimensioned to large.
  22. The products with moving parts contain bearings; so as a designer you will need to make decisions in this field.
  23. The products with moving parts contain bearings; so as a designer you will need to make decisions in this field.
  24. The products with moving parts contain bearings; so as a designer you will need to make decisions in this field.