By Stepan Lunin. 02/02/2002




Computerized simulation of tooth
geometry, manufacturing of gears as well as the
gear mesh using a discrete computational tool has
been done by the author for two decades. 3D visualization
allows to examine geometry of the tooth surfaces
as well as contact pattern and transmission error.
The best correlation between 3D computer modeling
and manufacturing process has been found at The
Gear Research Laboratory directed by professor Veniamin
Golgfarb (e-mail: gold@im.udm.ru).
in Izevsk, Russia. The Gear Research Laboratory
works closely with a local production facility where
the gears are manufactured.
The author has extended development
in geometrical and manufacturing area of the gear.
Different geometry and manufacturing processes were
simulated on computerized 3-dimentional models of
the gears. A number of computer programs have been
written for true and realistic 3-dimentional-geometry
simulation of the gears.
Pinion
of the presented gear set has an involute geometry.
It can be manufacturing by different methods including
but not limited by thread grinning, milling, hobbing,
rolling and whirling. Manufacturing of the face
gear is more complex, but it can be done on a regular
hobbing machine with manor adjustments. The hob
cutter has to have similar to the pinion form. Localization
of the contact pattern can be done by different
methods: gear cutter modification, pinion cutter
modification or adjustment of the pinion cutting
tool pass. It is a mistake to use an oversized gear
cutter for localization of the contact pattern.
Normally the oversized cutters are proposed by gear
cutting shops as a simple way to localize the contact
pattern and decrease sensitivity of the gear set
for misalignments. The author had experience with
different suppliers that used oversized cutters
to cut the gears. Every time computer simulation
showed incorrect location of the contact. Normally
the supplier conducts a rolling test of the gear
set to show the tooth contact. But it is always
very difficult to see the contact area on a face
gear with small teeth. Transmission error is normally
very small and the gear set is very quiet even with
incorrect contact because of a large number of the
teeth participate in the contact in the same time.
The worm face gear drive has many advantages like
higher efficiency, lower noise, higher strength
and more. In most of the situations even poor manufacturing
worm face gear set will be working as good or a
little better than a regular worm gear set. But
in applications with high requirements the design
and manufacturing has to be done with correct understanding
of the geometry of the gear set. Computerized 3-dimentional
of the geometry and the contact would be the best
currently available tool for that.
One disadvantage of the pinion geometry is variable
tip width of the thread. The variable tip width limits
the design options. For example the tapered angle
has to be small so the tip on the large diameter does
not get sharp.
About backlash.
The backlash can be adjusted only on tapered pinion
by moving the pinion along its axis. Only axial
motion of the pinion does not change the contact
pattern. Adjustment of the backlash on gears with
cylindrical pinion is impossible without braking
the contact. Normally the backlash on the worm face
gear can not be better than on a regular worm gear.
A designer should not use a worm face gear because
of possible low backlash. The worm face gear will
always have a higher run out than a regular worm
gear. The run out and the profile angle normally
determine required amount of the backlash. Higher
profile angle and higher run out need higher backlash.
Unfortunately the profile angle on the worm face
gear can not be small because of undercuts. Small
profile angle on the pinion will make an undercut
on the front flank of the pinion. A small profile
angle on the backside of the pinion will generate
an undercut on the gear tooth. The benefit of the
regular worm gear is possibility to use a small
profile angle. It is even possible to make a worm
gear with 0-pressure angle.
Transmitting
high power.
It looks like the gear set can transmit higher
power because of many teeth are in the contact in
the same time. Designers should not to expect much
from the gears because the manufacturing process
in most suppliers does not take an advantage of
all benefits of the worm face gear set. Detailed
3-dimentional-computer simulation of the tooth geometry
is a necessary tool for manufacturing a stronger
worm face gear set. The contact ratio is really
high but it is not always good for transmitting
of high power. In general gear practice lower contact
ratio transmit more power. The reason of that are
smaller weak teeth on high contact ratio gears and
large strong teeth on small contact ratio gears.
The load is not distributed evenly between the large
quantity of small teeth on high contact ratio gear
so some teeth are overloaded. Also most manufactures
do not produce high accuracy gears. The pinion can
be ground but it is impossible to use grinding for
gear teeth finishing. The gear-cutting tool is just
as small as the pinion. It deflects during cutting
because its small diameter and it has very few cutting
edges. Gear cutting ratio has to be the same as
the gear set ratio so it is impossible to have a
hunting ratio for cutting if the gear set does not
have it. High contact ratio is good for transmission
accuracy but it is not always good for the gear
strength. There is another big problem with the
gear. Most of them have undercut of the gear and
pinion tooth surfaces. Visually they look good but
the real contact area has been decreased by the
gear and pinion undercuts. The author’s 3-d computer
simulations of undercut are presented below.

Ratios.
The ratios are limited because of the realistic
pinion would have 1,2 or 3 threads. The problem
is the gear cutter. The gear cutter has to have
the same geometry that the pinion so it has to have
the same number of the threads. Unlike manufacturing
of worm gears an oversized cutter can not be used.
This fact was tested a number of time by the author
on 3-dimentional computerized models of the gears.
The cutter has a limit in its lead angle (some 25
degrees) so the pinion has the same limit. Hunting
ratio is very desirable during the gear cutting
for decreasing spacing error. In our case it is
very important because the small and flexible cutting
tool. The hunting ratio can be achieved only with
1 or 3 thread cutter. So good gear set ratio can
be for example: 44:3 or 67:3 but not 66:3 or 72:3.
Re. Easy to mold.
The molding process is as easy as molding of hypod,
HRH, crown or spiral bevel gears. Unfortunately
the gear manufactures can not provide the computer
models of the gears. It does not allow designing
a mold correctly. Plastic shrinks. It has to be
taken in to account. Using oversized gear and pinion
as electrodes do not solve the problem because it
is impossible to cut the gear that is oversized
in the same directions those plastic shrinks. 3D
cad models have to be used for mold design and inspection.
CAD model can be created from a master par by mapping
on CMM. However such of model has low accuracy.
Advanced computerized 3-dimentional tools have to
be used to create 3D CAD files of the theoretical
gears.
Re. Pressure angles on front and rear part of the
pinion.
The gears almost always have two different pressure
angles on the same tooth. The front working angle
is usually about 10 and rear angle is 30 degrees.
Different pressure angles are not a very good solution
for the drive that has to rotate in both directions.
However it is possible to design and manufacture
the worm face gear with equal profile angle with
an extensive help of the advanced computerized 3-d
CAD tool.
Re. TCA and contact pattern developing.
The new 3-d CAD method allows to simulate gear
and pinion cutting process, show the contact pattern,
calculate sliding, rolling and cutting velocities.
Digital investigation of different options for the
contact pattern development results:
- It is impossible to achieve a localized contact
pattern by using oversized gear cuter.
- The localized contact pattern can be achieved
by the modified cutter or by modified pinion.
- The contact pattern is very sensitive for all
of possible misalignment but not for axial of pinion.
The tooth profile on the pinion in section perpendicular
to the axis is usually involute.
However other profiles can be used. The design
does not require having 90 degrees angle between
gear and pinion axis.
The surface of pinion tooth is a helical surface.
The gear tooth surface is more complicated for mathematical
description. 3-d CAD method can be used for 3D-gear
tooth geometry calculation. There are some interesting
facts about the gear tooth surface. There is a section
of the gear tooth surface that is an involute. This
section is perpendicular to the gear axis and locates
on a certain distance from the pinion axis. The
distance from the pinion axis depends on the pressure
angles and determines as a base radius of the pinion
involute section. The gear tooth has to be tall
enough in order to have this involute section on
it.
Inspection of the gear tooth can be done on CMM
against a digital master. The tooth form of the
pinion allows some basic inspections such as profile
and lead. It can be done on an involute-measuring
machine.
For manufacturing references contact Dr. Stepan
V. Lunin: stepanlunin@stepanlunin.com