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Case Study

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Parcours Modélisation et Expérimentations

GM-4-MEAME-S1
Analysis of Mechanisms

Case study #1

Bangkai DU
Ben Ayed HABIB
Marcos Venicio LEANDRO VIEIRA

Page 1 of 8
Summary
Kinematics.............................................................................................................................................. 3
Part A: general study ........................................................................................................................... 3
a) All gear characteristics ........................................................................................................ 3
b) Operating gear characteristics ............................................................................................. 3
c) Meshing interference ........................................................................................................... 4
d) Scheme of the line of action and the calculation of the position of the meshing points ...... 4
e) Calculation specific sliding in A and B meshing ................................................................ 4
Part B: input on sun gear 1; output on sun gear 2 ............................................................................... 5
a) Total gear ratio .................................................................................................................... 5
b) Total gear ratio as a function of ω ....................................................................................... 5
Part C: input on carrier, output on sun gear 1 ..................................................................................... 5
a) Total gear ratio .................................................................................................................... 5
b) Total gear ratio as a function of ω ....................................................................................... 5
Sizing ...................................................................................................................................................... 6
Maximum number of planets .............................................................................................................. 6
Life duration of the system ................................................................................................................. 6
Calculation of the tooth root stress 𝜎𝐹 ........................................................................................... 6
Calculation of the life duration ....................................................................................................... 6

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This work is a study of a REDEX planetary gear train, with the main characteristics and
the schema of the profile presented in the table and the figure below.

Kinematics

Part A: general study


All gear characteristics were calculated using the Excel spread sheet. The results are in
the tables at the section a) and b).
a) All gear characteristics
Parameters sun gear 1 planet 1 sun gear 2 planet 2
pitch radius 15.8301 23.1363 14.6043 24.3405
base radius 14.8691 21.7318 13.7186 22.8643
addendum 1.1969 1.2133 1.2185 1.2133
addendum radius 17.0270 24.3496 15.8228 25.5538
dedendum 1.5330 1.5166 1.5114 1.5166
dedendum radius 14.2971 21.6197 13.0929 22.8239
normal center distance 38.9664 38.9448
transverse module 1.2177 1.2177 1.2170 1.2170
alpha transversal 20.0668 20.0565
b) Operating gear characteristics
Parameters sun gear 1 planet 1 sun gear 2 planet 2
operating pitch radius 15.7662 23.0429 14.5615 24.2692
operating module 1.2128 1.2128 1.2135 1.2135
operating pressure angle 19.9330 20.0210
operating center distance 38.8091 38.8308

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c) Meshing interference
The center distance chosen to fulfill the conditions below for both set 1 and set 2 so
there is no meshing interference.

T2A ≤ T1T2
T1B ≤ T1T2
aw ≤ ra2+rf1
aw ≤ ra1+rf2

d) Scheme of the line of action and the calculation of the position of the meshing
points
The following values were calculated with excel. We note for the sun gear i and planet
i the positions T1i, Ai, … T2i. Bellow are the schemes.

e) Calculation specific sliding in A and B meshing


The specific sliding is calculated with the equation bellow with. All the calculations are
done using the excel spread sheet.
Vs(k) 𝑟1
Ԑi= 𝑈𝑖(𝑘), with U1(K)=ω10.T1k and U2(K)=ω10.T2k.𝑟2
Missing the comment

Page 4 of 8
Part B: input on sun gear 1; output on sun gear 2
a) Total gear ratio
In this case, we have sun gear 1 as input, sun gear 2 as output and the carrier is blocked,
then the total gear ratio was calculated as shown below.
ω03 ω0 −ω0 ω0 Z Zsungear2
= ω10 −ω30 = ω10 = Z planet1 × , with ω30=0
ω32 2 3 2 sungear1 Zplanet2
ω02 40 × 26
= ≈ 0.684
ω10 38 × 24
b) Total gear ratio as a function of ω
In case of a differential application, the carrier has a rotational speed ω, so the total gear
ratio as a function of ω is shown below.
ω02 − ω0𝑐𝑎𝑟𝑟𝑖𝑒𝑟
= 0.684
ω10 −ω0𝑐𝑎𝑟𝑟𝑖𝑒𝑟
ω02 − ω0𝑐𝑎𝑟𝑟𝑖𝑒𝑟 = 0.684 × ω10 − 0.684 × ω0𝑐𝑎𝑟𝑟𝑖𝑒𝑟
ω02 − ω0𝑐𝑎𝑟𝑟𝑖𝑒𝑟
= 0.684
ω10
We need W2/W1
Part C: input on carrier, output on sun gear 1
a) Total gear ratio
In this case we have carrier as input, sun gear 1 as output and sun gear 2 is blocked. So,
the calculation of the total gear ratio is shown below.
ω𝑐𝑎𝑟𝑟𝑖𝑒𝑟
sungear1 ω0𝑠𝑢𝑛𝑔𝑒𝑎𝑟1 − ω0𝑐𝑎𝑟𝑟𝑖𝑒𝑟 𝑍planet1 𝑍sungear2
= = ×
ω𝑐𝑎𝑟𝑟𝑖𝑒𝑟
sungear2 ω0𝑠𝑢𝑛𝑔𝑒𝑎𝑟2 − ω0𝑐𝑎𝑟𝑟𝑖𝑒𝑟 𝑍sungear1 𝑍planet2
ω0sungear1 38 × 24
− 0 +1 = ≈ 0.877
ωcarrier 26 × 40
ω0sungear1
= 0.123
ω0carrier

b) Total gear ratio as a function of ω


In case of a differential application, the sun gear 2 has a rotational speed ω, so the total
gear ratio as a function of ω is shown below.
ω0𝑠𝑢𝑛𝑔𝑒𝑎𝑟1 − ω0𝑐𝑎𝑟𝑟𝑖𝑒𝑟
= 0.877
ω0𝑠𝑢𝑛𝑔𝑒𝑎𝑟2 − ω0𝑐𝑎𝑟𝑟𝑖𝑒𝑟
ω0𝑠𝑢𝑛𝑔𝑒𝑎𝑟1 − ω0𝑠𝑢𝑛𝑔𝑒𝑎𝑟2 × 0.877
= 0.123
ω0𝑐𝑎𝑟𝑟𝑖𝑒𝑟

Page 5 of 8
Sizing

Maximum number of planets


To calculate the maximum number of the planets, we use the equation below where we
should satisfy the condition L > dai.
𝝅
L=2.a.sin(𝑵)

With:
L: Distance between tow axis of planets
a: Center distance between sun-gear i and planet i
N: Number of planets
dai : tip diameter of planet i .

As we need L > dai, we will have:


𝜋 𝜋 𝑑𝑎
2.a.sin(𝑁) > dai  sin(𝑁) > 2.𝑎𝑖
𝜋 𝑑𝑎 𝜋
 𝑁> sin−1 ( 2.𝑎𝑖 )  𝑁 < 𝑑𝑎𝑖
sin−1 ( )
2.𝑎
Replacing the values of the “dai” and “a” for both types of planets (1 and 2), we have:
𝑁1 < 4.66 and 𝑁2 < 4.7. Then, the maximum number of the planets in both cases is 4.
Life duration of the system
Calculation of the tooth root stress 𝜎𝐹

From the formula :


𝒙𝟏+𝒙𝟐
 Inv(αw)=inv(α0)+2× ×tan(α0)
𝒁𝟏+𝒁𝟐
 For set1 (planet1, sun gear1)
−𝟎.𝟎𝟏𝟑𝟓+𝟎 𝝅
Inv(αw)=inv(20)+2× ×tan(20×𝟏𝟖𝟎 )
𝟐𝟔+𝟑𝟖
Inv(αw)=0.01475 αw=19.933°
 For set1 (planet2, sun gear2)
𝟎.𝟎𝟎𝟒𝟑+𝟎 𝝅
Inv(αw)=inv(20)+2× ×tan(20×𝟏𝟖𝟎 )
𝟐𝟒+𝟒𝟎
Inv(αw)=0.014953 αw=20.021°

Calculation of the life duration


To calculate the number of cycles (N) or the life duration in hours (t) we use the relation
between the permissible stress 𝜎𝐹𝑃 and the tooth root stress 𝜎𝑓 because we need have 𝜎𝐹 ≤ 𝜎𝐹𝑃 .
So, using the equation of the 𝜎𝐹𝑃 we could calculate the life factor for tooth root stress, that is
a function (YN) of the N or t. the equations below show this.
𝜎𝐹𝐸 . 𝑌𝑁 . 𝑌𝛿 . 𝑌𝑅 . 𝑌𝑋
𝜎𝐹𝑃 =
𝑆𝐹𝑚𝑖𝑛
As we need 𝜎𝐹 ≤ 𝜎𝐹𝑃 , we have:
𝜎𝐹𝐸 .𝑌𝑁 .𝑌𝛿 .𝑌𝑅 .𝑌𝑋 𝜎𝐹 .𝑆𝐹𝑚𝑖𝑛
𝜎𝐹 ≤ and then 𝑌𝑁 ≥ 𝜎
𝑆𝐹𝑚𝑖𝑛 𝐹𝐸 .𝑌𝛿 .𝑌𝑅 .𝑌𝑋
But we know that:

Page 6 of 8
1
𝑁𝐹 𝑚𝑓
𝑌𝑁 = ( )
𝑁
So
𝑚
𝜎𝐹𝐸 . 𝑌𝛿 . 𝑌𝑅 . 𝑌𝑋 𝑓
𝑁 = 60. 𝑛. 𝑡. 𝑗 ≤ 𝑁𝐹 . ( )
𝜎𝐹 . 𝑆𝐹𝑚𝑖𝑛
Then, the maximum life duration is calculated by:
𝑚
𝜎𝐹𝐸 . 𝑌𝛿 . 𝑌𝑅 . 𝑌𝑋 𝑓
𝑁 = 60. 𝑛. 𝑡. 𝑗 = 𝑁𝐹 . ( )
𝜎𝐹 . 𝑆𝐹𝑚𝑖𝑛

With:
𝜎𝐹𝐸 : allowable stress number for bending
𝑌𝛿 : relative notch sensitivity factor
𝑌𝑅 : relative surface factor
𝑌𝑋 : size factor relevant to tooth root strength
𝑆𝐹𝑚𝑖𝑛 : minimum required safety factor for tooth root stress
𝑁𝐹 : number of the cycles at the knee of the Woehler curve
𝑚𝑓 : Woehler curve slope
j: number of planets
To calculate all the other parameters in addition to the 𝜎𝐹 (calculated in the previous
section) we use the equations and the given data. In the table below, the values of these
parameters were listed and how they were obtained.
Parameter Source value
𝜎𝐹𝐸 (𝐴. 𝑥 + 𝐵). 𝑌𝑠𝑡 = (0 + 525). 2 1050
𝑆𝐹𝑚𝑖𝑛 given data 1
𝑌𝛿 given data 1
𝑌𝑅 given data 1
𝑌𝑋 1.05 − 0.01𝑥𝑚𝑛 = 1.05 − 0.01𝑥1.2133 1.037867
𝑁𝐹 book Gears and Gear Drivers 2x106
𝑚𝑓 book Gears and Gear Drivers 8.3
j given data 4
Using these parameters and the values of the 𝜎𝐹 calculated for each type of gear and
substituting in the last equation we have the values of the life duration for each gear. In the table
below, we can observe the values calculated.
Gear Tooth numbers σF N (cycles) t (hours)
Sun gear 1 26 261.9516 2.75 x1011 1.43x106
Sun gear 2 38 256.1419 3.32 x1011 1.73 x106
Planet 1 24 378.3304 1.30x1010 6.78x104
Planet 2 40 361.9004 1.88 x1010 9.80x104
As we can see, all the numbers of cycles are big enough for to be considered as infinite
life duration. But if we can say that the life duration of the system is 1.30x1010 because this will
be the first gear to fail.

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