Posts Tagged ‘shaft’

The Methodology Behind Gear Train Torque Conversions

Sunday, June 22nd, 2014

      Last time we learned that gear trains are torque converters, and we developed a torque ratio equation which mathematically ties the two gears in a gear train together.  That equation is:

T1 ÷  T2 = D1 ÷ D2

      Engineers typically use this equation knowing only the value for T2, the torque required to properly drive a piece of machinery.   That knowledge is acquired through trial testing during the developmental phase of manufacturing.

      Once T2 is known, a stock motor is selected from a catalog with a torque value T1 which closely approximates that of the required torque, T2.   Then calculations are performed and lab tests are run to determine the driving and driven gear sizes, D1 and D2 which will enable the gear train to convert T1 into the required value of T2.   This series of operations are often a time consuming and complex process.

      To simplify things for the purpose of our example, we’ll say we’ve been provided with all values required for our equation, except one, the value of T2.   In other words, we’ll be doing things in a somewhat reverse order, because our objective is simply to see how a gear train converts a known torque T1 into a higher torque T2.

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      We’ll begin by considering the gear train illustration above.   For our purposes it’s situated between an electric motor and the lathe it’s powering.   The motor exerts a torque of 200 inch pounds upon the driving gear shaft of the lathe, a torque value that’s typical for a mid sized motor of about 5 horsepower.   As-is, this motor is unable to properly drive the lathe, which is being used to cut steel bars.   We know this because lab testing has shown that the lathe requires at least 275 inch pounds of torque in order to operate properly.

      Will the gears on our gear train be able to provide the required torque?   We’ll find out next time when we insert values into our equation and run calculations.

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Distance and Force Vectors of a Simple Gear Train

Monday, May 5th, 2014

      Last time we examined how torque and force are created upon the driving gear within a simple gear train.   Today we’ll see how they affect the driven gear.

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      Looking at the gear train illustration above, we see that each gear has both distance and force vectors.   We’ll call the driving gear Distance vector, D1, and the driven gear Distance vector, D2.   Each of these Distance vectors extend from pivot points located at the centers of their respective gear shafts.   From there they extend in opposite directions until they meet at the line of action, the imaginary line which represents the geometric path along which Force vectors F1 and F2 are aligned.

      As we learned last time, the Force vector, F1, results from the torque that’s created at the pivot point located at the center of the driving gear.   This driving gear is mounted on a shaft that’s attached to an electric motor, the ultimate powering source behind the torque.  F1 follows a path along the line of action until it meets with the driven gear teeth, where it then exerts its pushing force upon them.   It’s met by Force vector F2, a resisting force, which extends along the same line of action, but in a direction opposite to that of F1.   These two Force vectors butt heads, pushing back against one another.

      F2 is essentially a negative force manifested by the dead weight of the mechanical load of the machinery components resting upon the shaft of the driving gear.   Its unmoving inertia resists being put into motion.   In order for the gears in the gear train to turn, F1 must be greater than F2, in other words, it must be great enough to overcome the resistance presented by F2.

      With the two Force vectors pushing against each other along the line of action, the angle ϴ between vectors F2 and D2, is the same as the angle ϴ between F1 and D1.   Next time we’ll use the angular relationship between these four vectors to develop torque calculations for both gears in the gear train.

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Spur Gear Tooth Geometry and the Involute Curve

Sunday, January 19th, 2014

      Last time we learned how spur gears mesh together to form a gear train and we examined a train consisting of just two gears, one being the driving gear, the other the driven gear.   Today we’ll take a look at the geometry behind the smooth functioning of modern spur gear teeth when we identify their peculiar shape to be that of an involute curve.

      The curved profile of spur gear teeth conforms to a type of mathematical curve found in geometry known as an involute.   The involute profile of a spur gear tooth is shown in red below.

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      The mathematical notion of the involute was first presented in 1673 by Dutch mathematician Christiaan Huygens, in his book, Horologium Oscillatorium.   Huygens’ book presents his studies on clock pendulums and the applied mathematics he used in an effort to predict their often erratic motion on ships at sea.   His book ultimately dealt with far more than this, resulting in a treatise on the mathematical properties of the involutes of curves.

      To see how an involute curve is formed, we’ll conduct a simple experiment.    One end of string is attached with a tack to a circular object, like the yellow rod shown in the following illustration.   The other end of string has a red ball attached to it.

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Forming An Involute Curve

      If we grab the ball and pull the string taught while wrapping the string around the rod, the ball’s path will form an involute curve due to the incremental shortening of the string that occurs as it wraps around the rod.

      Next time we’ll see how the involute profile of gear teeth contributes to efficient mechanical energy transmission in gear trains.

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Gear Trains

Monday, January 13th, 2014

      Last time we covered the basic terminology of spur gears.   Today we’ll see how they interact with one another to form a gear train, such as the one depicted below.

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Meshing Spur Gears Form A Gear Train

      A gear train is formed when the teeth of two or more gears mesh and work together for the purpose of powering a mechanical device.

      A gear train can consist of as little as two gears, but trains can be so large as to contain dozens of gears, depending on the complexity of the device they are powering.   But no matter how many gears are employed, there are certain key features that are shared by every gear train assembly.   First, one gear within the train must be attached to a shaft  rotated by a source of mechanical energy, such as an engine or electric motor.   This gear is called the driving gear.

      The second requirement of a gear train is that at least one gear other than the driving gear is mounted to the shaft of a rotating machine part.   This gear is called the driven gear.

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Locomotive Gear Train Consisting Of Two Gears

      The illustration above shows an exploded view of a locomotive gear train assembly  consisting of two gears.   The driving gear is mounted to the shaft of an electric traction motor.   The driven gear is mounted to the locomotive’s axle.

      When a motor is attached to the axle, the two gears mesh together.   The traction motor converts electrical energy into mechanical energy, which is supplied to the driving gear via the spinning motor’s shaft.   The teeth of the driving gear then transmit the motor’s mechanical energy to the teeth of the driven gear, which then turn the locomotive’s wheels.   It’s just one of countless operations that can be performed with gear train assemblies.

      Next time we’ll examine the geometry behind modern spur gear tooth design.

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