This paper presents procedures for designing compact spur gear sets with the objective of minimizing the gear size. The allowable tooth stress and dynamic response are incorporated in the process to obtain a feasible design region. Various dynamic rating factors were investigated and evaluated. The constraints of contact stress limits and involute interference combined with the tooth bending strength provide the main criteria for this investigation. A three-dimensional design space involving the gear size, diametral pitch, and operating speed was developed to illustrate the optimal design of spur gear pairs. The study performed here indicates that as gears operate over a range of speeds, variations in the dynamic response change the required gear size in a trend that parallels the dynamic factor. The dynamic factors are strongly affected by the system natural frequencies. The peak values of the dynamic factor within the operating speed range significantly influence the optimal gear designs. The refined dynamic factor introduced in this study yields more compact designs than AGMA dynamic factors.

References
1.
Lin, H. H., Wang, J., Oswald, F. B., and Coy, J. J., 1993, “Effect of Extended Tooth Contact on the Modeling of Spur Gear Transmissions,” AIAA-93-2148.
2.
Lin
,
H. H.
,
Townsend
,
D. P.
, and
Oswald
,
F. B.
,
1989
, “
Profile Modification to Minimize Spur Gear Dynamic Loading
,” Proc. of ASME 5th Int. Power Trans. and Gearing Conf., Chicago, IL,
1
, pp.
455
465
.
3.
Liou
,
C. H.
,
Lin
,
H. H.
, and
Oswald
,
F. B.
,
1992
, “
Effect of Contact Ratio on Spur Gear Dynamic Load
,” Proc. of ASME 6th Int. Power Trans. and Gearing Conf., Phoenix, AZ,
1
, pp.
29
33
.
4.
Bowen
,
C. W.
,
1978
, “
The Practical Significance of Designing to Gear Pitting Fatigue Life Criteria
,”
ASME J. Mech. Des.
,
100
, pp.
46
53
.
5.
Gay
,
C. E.
,
1970
, “
How to Design to Minimize Wear in Gears
,”
Mach. Des.
,
42
, pp.
92
97
.
6.
Coy
,
J. J.
,
Townsend
,
D. P.
, and
Zaretsky
,
E. V.
,
1979
, “
Dynamic Capacity and Surface Fatigue Life for Spur and Helical Gears
,”
ASME J. Lubr. Technol.
,
98
, No.
2
, pp.
267
276
.
7.
Anon, 1965, “Surface Durability (Pitting) of Spur Gear Teeth,” AGMA Standard 210.02.
8.
Rozeanu, L., and Godet, M., 1977, “Model for Gear Scoring,” ASME Paper 77-DET-60.
9.
Savage
,
M.
,
Coy
,
J. J.
, and
Townsend
,
D. P.
,
1982
, “
Optimal Tooth Numbers for Compact Standard Spur Gear Sets
,”
ASME J. Mech. Des.
,
104
, pp.
749
758
.
10.
Carroll
,
R. K.
, and
Johnson
,
G. E.
,
1984
, “
Optimal Design of Compact Spur Gear Sets
,”
ASME J. Mech., Transm., Autom. Des.
,
106
, pp.
95
101
.
11.
Andrews
,
G. C.
, and
Argent
,
J. D.
,
1992
, “
Computer Aided Optimal Gear Design
,” Proc. of ASME 6th Int. Power Trans. and Gearing Conf., Phoenix, AZ,
1
, pp.
391
396
.
12.
Savage
,
M.
,
Lattime
,
S. B.
,
Kimmel
,
J. A.
, and
Coe
,
H. H.
,
1992
, “
Optimal Design of Compact Spur Gear Reductions
,” Proc. of ASME 6th Int. Power Trans. and Gearing Conf., Phoenix, AZ,
1
, pp.
383
390
.
13.
Wang
,
H. L.
, and
Wang
,
H. P.
,
1994
, “
Optimal Engineering Design of Spur Gear Sets
,”
Mech. Mach. Theory
,
29
, No.
7
, pp.
1071
1080
.
14.
Cornell
,
R. W.
,
1981
, “
Compliance and Stress Sensitivity of Spur Gear Teeth
,”
ASME J. Mech. Des.
,
103
, pp.
447
459
.
15.
Heywood, R. B., 1952, Designing by Photoelasticity, Chapman and Hall, Ltd.
16.
Townsend, D. P., 1992, Dudley’s Gear Handbook, 2nd edition, McGraw-Hill Inc.
17.
South, D. W., and Ewert, R. H., 1992, Encyclopedic Dictionary of Gears and Gearing, McGraw-Hill.
18.
Shigley, J. E., and Mitchell, L. D., 1983, Mechanical Engineering Design, 4th Ed., McGraw-Hill.
19.
Shigley, J. E., and Mischke, C. R., 1989, Mechanical Engineering Design, 5th Ed., McGraw-Hill.
20.
Oswald
,
F. B.
,
Townsend
,
D. P.
,
Rebbechi
,
B.
, and
Lin
,
H. H.
,
1996
, “
Dynamic Forces in Spur Gears-Measurement, Prediction, and Code Validation
,” Proc. of ASME 7th Int. Power Trans. and Gearing Conf., San Diego, CA,
9
15
.
You do not currently have access to this content.