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This article is about mechanical gears. For other uses, see Gear (disambiguation). For the gear-like device used to drive a roller chain, see Sprocket. A gear is a rotating machine part having cut teeth, or cogs, which mesh with another toothed part in order to transmit torque. Two or more gears working in tandem are called a transmission and can produce a mechanical advantage through a gear ratio and thus may be considered a simple machine. Geared devices can change the speed, force, and direction of a power source. The most common situation is for a gear to mesh with another gear, however a gear can also mesh a non-rotating toothed part, thereby producing translation instead of rotation. The gears in a transmission are analogous to the wheels in a pulley. An advantage of gears is that the teeth of a gear prevent slipping. When two gears of unequal diameter are combined a mechanical advantage produced, with both the rotational speeds and the torques of the two gears differing in a simple relationship. In transmissions which offer multiple gear ratios, such as bicycles and cars, the term gear, as in first gear, refers to a gear ratio rather than an actual physical gear. The term is used to describe similar devices even when gear ratio is continuous rather than discrete, or when the device does not actually contain any gears, as in a continuously variable transmission.[1] The earliest known reference to gears was circa 50 A.D. by Hero of Alexandria,[2] although the Book of Song suggests that the South Pointing Chariot may have employed a differential as early as the Zhou Dynasty (1045–256 BC). The Unicode gear character "⚙" is found at u+2699.
[edit] Mechanical advantage Modern single-stage planetary gearhead for use with small fractional horsepower motor The teeth of an interlocking set of gears enforce a common linear velocity. Rotational velocity ω is related to linear velocity v and radius r by v = ωr. Therefor larger gears will turn more slowly. Since a gear must have an integral number of teeth, their speeds must be related by a small rational number. One can convince herself of this by counting teeth. The speed ratio is simply the reciprocal ratio of the numbers of teeth on the two gears:
This ratio is known as the gear ratio. The torque ratio can be determined by considering the force that a tooth of one gear exerts on a tooth of the other gear. Consider two teeth in contact at a point on the line joining the shaft axes of the two gears. In general, the force will have both a radial and a tangential component. The radial component can be ignored: it merely causes a sideways push on the shaft and does not contribute to turning. The tangential component causes turning. The torque is equal to the tangential component of the force times radius. Thus we see that the larger gear experiences greater torque; the smaller gear less. The torque ratio is equal to the ratio of the radii. This is exactly the inverse of the case with the velocity ratio. Higher torque implies lower velocity and vice versa. The fact that the torque ratio is the inverse of the velocity ratio could also be inferred from the law of conservation of energy. Here we have been neglecting the effect of friction on the torque ratio. The velocity ratio is truly given by the tooth or size ratio, but friction will cause the torque ratio to be actually somewhat less than the inverse of the velocity ratio. In the above discussion mention has been made of the gear "radius". A gear does not have a smooth perimeter so it does not have a radius. However, in a pair of meshing gears, each may be considered to have an effective radius, called the pitch radius. Two smooth circular wheels of radii equal to the pitch radii of two gears would produce the same velocity ratio as the gears. The pitch radius is less than the outside radius of the gear and more than the radius at the base of the teeth. The point on a gear tooth where it contacts the tooth of the mating gear varies during the time the pair of teeth are engaged; also the direction of force may vary. As a result, the velocity ratio and torque ratio are not necessarily constant during the period of engagement of a pair of teeth. The velocity and torque ratios given at the beginning of this section are the average values during the period of engagement of any pair of teeth. The instantaneous values may vary slightly. It is in fact possible to choose tooth shapes that will result in the velocity ratio also being absolutely constant – in the short term as well as the long term. In good quality gears this is usually done, since velocity ratio fluctuations cause undue vibration, and put additional stress on the teeth, which can cause tooth breakage under heavy loads at high speed. Constant velocity ratio may also be desirable for precision in instrumentation gearing, clocks and watches. The involute tooth shape is one that results in a constant velocity ratio, and is the most commonly used of such shapes today. [edit] Comparison with other drive mechanismsThe definite velocity ratio which results from having teeth gives gears an advantage over other drives (such as traction drives and V-belts) in precision machines such as watches that depend upon an exact velocity ratio. In cases where driver and follower are in close proximity gears also have an advantage over other drives in the reduced number of parts required; the downside is that gears are more expensive to manufacture and their lubrication requirements may impose a higher operating cost. The automobile transmission allows selection between gears to give various mechanical advantages. [edit] Types[edit] SpurSpur gears or straight-cut gears are the simplest type of gear. They consist of a cylinder or disk, and with the teeth projecting radially, and although they are not straight-sided in form (as viewed along the axis), the edge of each tooth (and thus the whole form) is straight and aligned parallel to the axis of rotation. These gears can be meshed together correctly only if they are fitted to parallel axles. [edit] Helical
Helical gears offer a refinement over spur gears. The leading edges of the teeth are not parallel to the axis of rotation, but are set at an angle. Since the gear is curved, this angling causes the tooth shape to be a segment of a helix. The angled teeth engage more gradually than do spur gear teeth causing them to run more smoothly and quietly. Helical gears can be meshed in a parallel or crossed orientations. The former refers to when the shafts are parallel to each other; this is the most common orientation. In the latter, the shafts are non-parallel. For a crossed configuration the gears must have the same pressure angle and normal pitch, however the helix angle and handedness can be different. The relationship between the two shafts is actually defined by the helix angle(s) of the two shafts and the handedness, as defined:[3]
Where β is the helix angle for the gear. The crossed configuration is less mechanically sound because there is only a point contact between the gears, whereas in the parallel configuration there is a line contact.[3] Quite commonly helical gears are used with the helix angle of one having the negative of the helix angle of the other; such a pair might also be referred to as having a right-handed helix and a left-handed helix of equal angles. The two equal but opposite angles add to zero: the angle between shafts is zero – that is, the shafts are parallel. Where the sum or the difference (as described in the equations above) is not zero the shafts are crossed. For shafts crossed at right angles the helix angles are of the same hand because they must add to 90 degrees. As mentioned at the start of this section, helical gears operate more smoothly than do spur gears. With parallel helical gears, each pair of teeth first make contact at a single point at one side of the gear wheel; a moving curve of contact then grows gradually across the tooth face. It may span the entire width of the tooth for a time. Finally, it recedes until the teeth break contact at a single point on the opposite side of the wheel. Thus force is taken up and released gradually. With spur gears, the situation is quite different. When a pair of teeth meet, they immediately make line contact across their entire width. This causes impact stress and noise. Spur gears make a characteristic whine at high speeds and can not take as much torque as helical gears because their teeth are receiving impact blows. Whereas spur gears are used for low speed applications and those situations where noise control is not a problem, the use of helical gears is indicated when the application involves high speeds, large power transmission, or where noise abatement is important. The speed is considered to be high when the pitch line velocity (that is, the circumferential velocity) exceeds 5000 ft/min.[4] A disadvantage of helical gears is a resultant thrust along the axis of the gear, which needs to be accommodated by appropriate thrust bearings, and a greater degree of sliding friction between the meshing teeth, often addressed with specific additives in the lubricant. [edit] Double helicalDouble helical gears, or herringbone gears, overcome the problem of axial thrust presented by 'single' helical gears by having two sets of teeth that are set in a 'V' shape. Each gear in a double helical gear can be thought of as two standard, but mirror image, helical gears stacked. This cancels out the thrust since each half of the gear thrusts in the opposite direction. They can be directly interchanged with spur gears without any need for different bearings. Where the oppositely angled teeth meet in the middle of a herringbone gear, the alignment may be such that tooth tip meets tooth tip, or the alignment may be staggered, so that tooth tip meets tooth trough. The latter alignment is the unique defining characteristic of a Wuest type herringbone gear, named after its inventor. With the older method of fabrication, herringbone gears had a central channel separating the two oppositely-angled courses of teeth. This was necessary to permit the shaving tool to run out of the groove. The development of the Sykes gear shaper now makes it possible to have continuous teeth, with no central gap.[citation needed] [edit] BevelBevel gears are essentially conically shaped, although the actual gear does not extend all the way to the vertex (tip) of the cone that bounds it. With two bevel gears in mesh, the vertices of their two cones lie on a single point, and the shaft axes also intersect at that point. The angle between the shafts can be anything except zero or 180 degrees. Bevel gears with equal numbers of teeth and shaft axes at 90 degrees are called miter gears. The teeth of a bevel gear may be straight-cut as with spur gears, or they may be cut in a variety of other shapes. 'Spiral bevel gears' have teeth that are both curved along their (the tooth's) length; and set at an angle, analogously to the way helical gear teeth are set at an angle compared to spur gear teeth. 'Zerol bevel gears' have teeth which are curved along their length, but not angled. Spiral bevel gears have the same advantages and disadvantages relative to their straight-cut cousins as helical gears do to spur gears. Straight bevel gears are generally used only at speeds below 5 m/s (1000 ft/min), or, for small gears, 1000 r.p.m.[5] [edit] HypoidHypoid gears resemble spiral bevel gears, except that the shaft axes are offset, not intersecting. The pitch surfaces appear conical but, to compensate for the offset shaft, are in fact hyperboloids of revolution.[6][7] Hypoid gears are almost always designed to operate with shafts at 90 degrees. Depending on which side the shaft is offset to, relative to the angling of the teeth, contact between hypoid gear teeth may be even smoother and more gradual than with spiral bevel gear teeth. Also, the pinion can be designed with fewer teeth than a spiral bevel pinion, with the result that gear ratios of 60:1 and higher are "entirely feasible" using a single set of hypoid gears.[8] This style of gear is most commonly found in mechanical differentials. [edit] InternalAn internal gear has teeth on an inner surface and does not cause direction reversal unlike all other gears, called external gears. An internal gear may simply be considered a bevel gear (see below) with a pitch angle exceeding 90 degrees.[9] [edit] CrownCrown gears or contrate gears are a particular form of bevel gear whose teeth project at right angles to the plane of the wheel; in their orientation the teeth resemble the points on a crown. A crown gear can only mesh accurately with another bevel gear, although crown gears are sometimes seen meshing with spur gears. A crown gear is also sometimes meshed with an escapement such as found in mechanical clocks. [edit] WormWorm gears resemble screws. It is a species of helical gear, but its helix angle is usually somewhat large (i.e., somewhat close to 90 degrees) and its body is usually fairly long in the axial direction; and it is these attributes which give it its screw like qualities. A worm is usually meshed with an ordinary looking, disk-shaped gear, which is called the "gear", the "wheel", the "worm gear", or the "worm wheel". The prime feature of a worm-and-gear set is that it allows the attainment of a high gear ratio with few parts, in a small space. Helical gears are, in practice, limited to gear ratios of less than 10:1; worm gear sets commonly have gear ratios between 10:1 and 100:1, and occasionally 500:1.[10] In worm-and-gear sets, where the worm's helix angle is large, the sliding action between teeth can be considerable, and the resulting frictional loss causes the efficiency of the drive to be usually less than 90 percent, sometimes less than 50 percent, which is far less than other types of gears.[11] The distinction between a worm and a helical gear is made when at least one tooth persists for a full 360 degree turn around the helix. If this occurs, it is a 'worm'; if not, it is a 'helical gear'. A worm may have as few as one tooth. If that tooth persists for several turns around the helix, the worm will appear, superficially, to have more than one tooth, but what one in fact sees is the same tooth reappearing at intervals along the length of the worm. The usual screw nomenclature applies: a one-toothed worm is called "single thread" or "single start"; a worm with more than one tooth is called "multiple thread" or "multiple start". We should note that the helix angle of a worm is not usually specified. Instead, the lead angle, which is equal to 90 degrees minus the helix angle, is given. In a worm-and-gear set, the worm can always drive the gear. However, if the gear attempts to drive the worm, it may or may not succeed. Particularly if the lead angle is small, the gear's teeth may simply lock against the worm's teeth, because the force component circumferential to the worm is not sufficient to overcome friction. Whether this will happen depends on a function of several parameters; however, an approximate rule is that if the tangent of the lead angle is greater than the coefficient of friction, the gear will not lock.[12] Worm-and-gear sets that do lock in the above manner are called "self locking". The self locking feature can be an advantage, as for instance when it is desired to set the position of a mechanism by turning the worm and then have the mechanism hold that position. An example of this is the tuning mechanism on some types of stringed instruments. If the gear in a worm-and-gear set is an ordinary helical gear only point contact between teeth will be achieved.[13] If medium to high power transmission is desired, the tooth shape of the gear is modified to achieve more intimate contact with the worm thread. A noticeable feature of most such gears is that the tooth tops are concave, so that the gear partly envelopes the worm. A further development is to make the worm concave (viewed from the side, perpendicular to its axis) so that it partly envelopes the gear as well; this is called a cone-drive or Hindley worm.[14] A right hand helical gear or right hand worm is one in which the teeth twist clockwise as they recede from an observer looking along the axis. The designations, right hand and left hand, are the same as in the long established practice for screw threads, both external and internal. Two external helical gears operating on parallel axes must be of opposite hand. An internal helical gear and its pinion must be of the same hand.It is used to get high velocity ratio. A left hand helical gear or left hand worm is one in which the teeth twist counterclockwise as they recede from an observer looking along the axis.[9] [edit] Non-circularNon-circular gears are designed for special purposes. While a regular gear is optimized to transmit torque to another engaged member with minimum noise and wear and maximum efficiency, a non-circular gear's main objective might be ratio variations, axle displacement oscillations and more. Common applications include textile machines, potentiometers and continuously variable transmissions. [edit] Rack and pinionMain article: Rack and pinion A rack is a toothed bar or rod that can be thought of as a sector gear with an infinitely large radius of curvature. Torque can be converted to linear force by meshing a rack with a pinion: the pinion turns; the rack moves in a straight line. Such a mechanism is used in automobiles to convert the rotation of the steering wheel into the left-to-right motion of the tie rod(s). Racks also feature in the theory of gear geometry, where, for instance, the tooth shape of an interchangeable set of gears may be specified for the rack (infinite radius), and the tooth shapes for gears of particular actual radii then derived from that. The rack and pinion gear type is employed in a rack railway. [edit] EpicyclicIn epicyclic gearing one or more of the gear axes moves. Examples are sun and planet gearing (see below) and mechanical differentials. [edit] Sun and planetSun and planet gearing was a method of converting reciprocal motion into rotary motion in steam engines. It played an important role in the Industrial Revolution. The Sun is yellow, the planet red, the reciprocating crank is blue, the flywheel is green and the driveshaft is grey. [edit] Harmonic drive
A harmonic drive is a trademark of the product produced by Harmonic Drive LLC. Harmonic Drive uses the basic principle of "Strain Wave Gearing" mechanism. It is an input/output gearing mechanism. They can provide unique advantages of no backlash, compactness and light weight, high gear ratio within this, high torque capability, and coaxial input and output shafts. Very high gear reduction ratios are possible in a small volume (a ratio of 100:1 is possible in the same space in which planetary gears typically only produce a 10:1 ratio). They are typically used in motion control and for gearing reduction, but may also be used to increase rotational speed, or for differential gearing. [edit] Cage gearA cage gear, also called a lantern gear or lantern pinion has cylindrical rods for teeth, parallel to the axle and arranged in a circle around it, much as the bars on a round bird cage or lantern. The assembly is held together by disks at either end into which the tooth rods and axle are set. [edit] Nomenclature[edit] General nomenclature
[edit] Helical gear nomenclature
Several other helix parameters can be viewed either in the normal or transverse planes. The subscript n usually indicates the normal. [edit] Worm gear nomenclature
Subscript w denotes the worm, subscript g denotes the gear. [edit] Tooth contact nomenclature
[edit] Tooth thickness nomeclature
[edit] Pitch nomenclaturePitch is the distance between a point on one tooth and the corresponding point on an adjacent tooth.[9] It is a dimension measured along a line or curve in the transverse, normal, or axial directions. The use of the single word pitch without qualification may be ambiguous, and for this reason it is preferable to use specific designations such as transverse circular pitch, normal base pitch, axial pitch.
[edit] BacklashMain article: Backlash (engineering) Backlash is the error in motion that occurs when gears change direction. It exists because there is always some gap between the trailing face of the driving tooth and the leading face of the tooth behind it on the driven gear, and that gap must be closed before force can be transferred in the new direction. The term "backlash" can also be used to refer to the size of the gap, not just the phenomenon it causes; thus, one could speak of a pair of gears as having, for example, "0.1 mm of backlash." A pair of gears could be designed to have zero backlash, but this would presuppose perfection in manufacturing, uniform thermal expansion characteristics throughout the system, and no lubricant. Therefore, gear pairs are designed to have some backlash. It is usually provided by reducing the tooth thickness of each gear by half the desired gap distance. In the case of a large gear and a small pinion, however, the backlash is usually taken entirely off the gear and the pinion is given full sized teeth. Backlash can also be provided by moving the gears farther apart. For situations, such as instrumentation and control, where precision is important, backlash can be minimised through one of several techniques. For instance, the gear can be split along a plane perpendicular to the axis, one half fixed to the shaft in the usual manner, the other half placed alongside it, free to rotate about the shaft, but with springs between the two halves providing relative torque between them, so that one achieves, in effect, a single gear with expanding teeth. Another method involves tapering the teeth in the axial direction and providing for the gear to be slid in the axial direction to take up slack. [edit] Shifting of gearsIn some machines (e.g., automobiles) it is necessary to alter the gear ratio to suit the task. There are several methods of accomplishing this. For example:
There are several outcomes of gear shifting in motor vehicles. In the case of air pollution emissions, there are higher pollutant emissions generated in the lower gears, when the engine is working harder than when higher gears have been attained. In the case of vehicle noise emissions, there are higher sound levels emitted when the vehicle is engaged in lower gears. This fact has been utilized in analyzing vehicle generated sound since the late 1960s, and has been incorporated into the simulation of urban roadway noise and corresponding design of urban noise barriers along roadways.[16] [edit] Tooth profileA profile is one side of a tooth in a cross section between the outside circle and the root circle. Usually a profile is the curve of intersection of a tooth surface and a plane or surface normal to the pitch surface, such as the transverse, normal, or axial plane. The fillet curve (root fillet) is the concave portion of the tooth profile where it joins the bottom of the tooth space.2 As mentioned near the beginning of the article, the attainment of a non fluctuating velocity ratio is dependent on the profile of the teeth. Friction and wear between two gears is also dependent on the tooth profile. There are a great many tooth profiles that will give a constant velocity ratio, and in many cases, given an arbitrary tooth shape, it is possible to develop a tooth profile for the mating gear that will give a constant velocity ratio. However, two constant velocity tooth profiles have been by far the most commonly used in modern times. They are the cycloid and the involute. The cycloid was more common until the late 1800s; since then the involute has largely superseded it, particularly in drive train applications. The cycloid is in some ways the more interesting and flexible shape; however the involute has two advantages: it is easier to manufacture, and it permits the center to center spacing of the gears to vary over some range without ruining the constancy of the velocity ratio. Cycloidal gears only work properly if the center spacing is exactly right. Cycloidal gears are still used in mechanical clocks. An undercut is a condition in generated gear teeth when any part of the fillet curve lies inside of a line drawn tangent to the working profile at its point of juncture with the fillet. Undercut may be deliberately introduced to facilitate finishing operations. With undercut the fillet curve intersects the working profile. Without undercut the fillet curve and the working profile have a common tangent. [edit] Gear materials Wooden gears of a historic windmill Numerous nonferrous alloys, cast irons, powder-metallurgy and even plastics are used in the manufacture of gears. However steels are most commonly used because of their high strength to weight ratio and low cost. Plastic is commonly used where cost or weight is a concern. A properly designed plastic gear can replace steel in many cases; It often has desirable properties. They can tolerate dirt, low speed meshing, and "skipping" quite well. Manufacturers have employed plastic to make consumer items affordable. This includes copy machines, optical storage devices, VCRs, cheap dynamos, consumer audio equipment, servo motors, and printers. [edit] The module systemCountries which have adopted the metric system generally use the module system. As a result, the term module is usually understood to mean the pitch diameter in millimeters divided by the number of teeth. When the module is based upon inch measurements, it is known as the English module to avoid confusion with the metric module. Module is a direct dimension, whereas diametral pitch is an inverse dimension (like "threads per inch"). Thus, if the pitch diameter of a gear is 40 mm and the number of teeth 20, the module is 2, which means that there are 2 mm of pitch diameter for each tooth.[15] [edit] Gear model in modern physicsModern physics adopted the gear model in deferent ways. In nineteenth century James Clerk Maxwell developed a model of electromagnetism in which magnetic field lines were rotating tubes of incompressible fluid. Maxwell used gear wheel and called it “idle wheel” to explain the electrical current as a rotation of particles in opposite direction to that of the rotating field lines.[17] A new consideration of gear in quantum physics is regarded as a quantum gears. A group of gears can serve as a model for several different systems such as an artifically constructed nanomechanical device or a group of ring molecules.[18] It has been shown that the Three Wave Hypothesis may be represented in a bevel gear form.[19] [edit] See also[edit] References
[edit] Bibliography
[edit] Further reading
[edit] External links
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