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Final Answers
© 2000-2007 Gérard P. Michon, Ph.D.

Gears

MHDEIS AGEWMETRHTOS EISITW
[No one ignorant of geometry admitted]
Entrance of Plato's Academy (founded 387 BC)

Related articles on this site:

Related Links (Outside this Site)

Old Gear  by Dr. James B. Calvert  (University of Denver)
Gear Types  by  Stephen Canfield   |   Gear (Wikipedia)
Gear Design and Engineering  at  Engineers Edge   |   Tribology ABC
Introduction to Mechanisms   ( Ch. 7 )   by Yi Zhang, S. Finger, S. Behrens
Spur Gears  by  Douglas Wright   |   Elliptical Gear Applet
Engrenages & Routes et roues (in French) with animations by Alain Esculier.
Investigating Wildhaver-Novikov (WN) Gear Geometry  by  Stepan V. Lunin
Designing Cycloidal Gears  by  Hugh Sparks   |   Cycloidal Gear Generator
How Gears Work  by  Karim Nice   |   Harmonic Drive Gearing
 
Oriental Motor   |   Gearing Solutions   |   DR Gears   |   Meshing with Gears

Bibliography :

Analytical Mechanics of Gears   by  Earle Buckingham
McGraw-Hill, 1949.  Dover Publications, 1963 & 1988  (ISBN 0-486-65712-4).
 
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Gears

gear  is a toothed wheel, rigidly attached to its axis of rotation.  It meshes with other gears to transmit rotary motions to other axes.

The following geometrical study is mostly concerned with the exact shape of ideal gears.  In this context, we may use the word  pinion  to denote a single-tooth gear which may lack the axial symmetry of gears with several teeth.  This usage is more restrictive than the ordinary meaning of the word, which is part of the following mechanical jargon:

  • Addendum  For a straight spur gear, this is the maximum height of a tooth above the pitch circle.
  • Addendum Curve  The part of the profile that's above the pitch circle.
  • Annular Gear  A gear whose teeth are cut on the  inside  of a rotating ring.
  • Backlash  The amplitude of the back-and-forth motion allowed in one gear when a meshing gear is held in place.  (This is normally measured in module units, along the pitch circle).
  • Bevel Gear  A conical gear, used to connect intersecting shafts.
  • Cam  A smooth solid imparting a specific motion to a so-called follower in contact with it (often spring-loaded).  A disk cam, is a rotating cylinder whose lateral surface drives a flat follower, whereas the active surface of a cylinder cam is actually helical...  A cam in straight motion is called a translation cam.
  • Circular Pitch  (Also called tooth space.)  The curvilinear distance between the centers of two adjacent teeth, as measured along the pitch circle.  In module units, the cicular pitch is always equal to  p.
  • Clearance  The amount by which the dedendum of a gear exceeds the addendum of another gear when both mesh.
  • Cog  Another name for the tooth of a gear.
  • Crown Gear  A wheel with [straight or helical] teeth on its flat side.
  • Dedendum  For a straight spur gear, this is the maximum depth of [the fillet of] a tooth, below the pitch circle.
  • Dedendum Curve  The part of the profile that's below the pitch circle.
  • External gears  are regular gears, as opposed to internal or annular ones.
  • Face of a Gear  See  flank.
  • Fillet  The deep part of the teeth  (near the  dedendum)  which is never in contact with meshing gear.  (As opposed to the kinematically relevant flank.)
  • Flank  The surface of the gear which comes in contact with meshing gears.  We consider flank and face to be synonymous.  However, some authors reserve the word flank for the part of active surface which is inside the pitch surface and call face the part outside of the pitch surface.
  • Helical Gear  A gear whose flank spirals around the shaft.
  • Herringbone Gear :  Two helical gears of opposite handedness, side by side on the same shaft  (to cancel the axial thrust produced by a  single  helical gear).
  • Hypoid gears  connect two shafts that do  not  intersect.  (The term is a contraction of "hyperboloid", which is the pitch surface for such a gearing.)
  • Internal Gear :  See annular gear.  Lantern Gear
  • Lantern Gear :  A rudimentary wooden gear  (at right)  consisting of two wheels connected by a few rods, which serve as gearing teeth.
  • Isotrepent  The qualifier applying to a curve which is syntrepent with itself with respect to one of its points.  Examples include ellipses and logaritihmic spirals  (French:  courbe isotrépente).
  • Leaf  The tooth of a gear, in watchmaking parlance.
  • Miter Gear  A conical gear transmitting rotation between two shafts intersecting at a right angle  (the most common type of  bevel  gearing).
  • Module  A unit of length equal to the diameter of the pitch circle divided by the number of teeth.  It's commonly used to describe the tooth profile in general terms.  In module units, the circular pitch of a gear is always equal to  p.
  • Pinion  A small gear with few teeth  (possibly, a  single  tooth).  When discussing a pair of meshing gears, the smaller one is called the pinion whereas the larger one is the wheel  (or the rack in the case of an infinite radius).
  • Pitch Circle  Loosely speaking, what the cross section of a straight spur gear would become without its teeth  (see pitch surface, below, for more precision).
  • Pitch Point  Let K be the point of contact of two planar gears as they mesh.  Their common normal through K intersects the line of the two rotation centers at a point P called the pitch point.  (P = K if and only if there's no slipping).
  • Pitch Surface  The pitch surfaces of two meshing gears are the abstract surfaces attached to each of them which roll without slipping on each other in a uniform rotation equal to the  angular  average of the actual motion.  A pitch surface is always a ruled surface of revolution, namely:  a plane for a crown gear, a cylinder for a spur gear, a cone for a bevel gear, an hyperboloid for an hypoid gear.
  • Profile  The shape of a gear's tooth.  The planar curve corresponding to its cross-section in the case of a straight spur gear.
  • Rack  A toothed bar, which may be viewed as a gear of infinite radius.
  • Shaft  The axis around which a gear revolves.
  • Spur Gear  A cylindrical wheel, with teeth cut across its circumference.
  • Straight Gear :  A spur gear or a conical gear whose teeth are cut along straight lines  (either parallel to the shaft or intersecting it).  Opposed to helical gear.
  • Syntrepent Curves  Planar curves which roll on each other without slipping as they rotate about two centers.  (Miquel 1838.  French:  courbes syntrépentes).
  • Tooth Profile  The shape of a tooth  (the same shape is repeated for all teeth).
  • Tooth Space  See  circular pitch.
  • Worm Gear  An endless screw driving an helical gear perpendicular to it.

(2005-12-11)   Gears which Roll without Slipping 
"Perfect" straight spur gears roll against each other without slipping.

When two rigid planar curves roll against each other without slipping, the point of contact has zero velocity with respect to  either  curve.

The planar cross-sections of two straight spur gears rotate respectively around two points O and O'.  If these curves roll against each other in the above sense, the velocity of the point of contact M is perpendicular to  both  OM and O' M.  This implies that M is on the line OO'  joining the two centers of rotation.

Some slipping is thus necessarily involved in gear pairs (see involute gears)  which hold the rotational velocity ratio strictly constant.  (Otherwise, the point of contact would maintain constant distances from both centers of rotation, because such distances would have a fixed sum and a fixed ratio...)

The polar coordinates of the point of contact (M) in the systems bound to either curve obey the following differential equation.  The distance  a  between the centers or rotation is r+r' for external gearing, and  | r-r' |  for internal gearing  (where one of the gears is an annular gear).  Polar coordinates for 
 two planar gears

r dq  +  r' dq'   =   0

Incidentally, two curves meshing with a third mesh internally with each other.  Two "genders" may thus be defined so that curves of the same gender mesh internally with each other, whereas curves of opposite genders mesh externally.

If one such curve meshes externally with itself (as shown next in the case of an ellipse) then all of them mesh internally and externally, without gender distinction.


 Congruent ellipses symmetrical 
 with respect to a common tangent. (2005-12-11)   Ellipses are Isotrepent Curves 
Syntrepent planar curves roll on each other without slipping as they rotate around two fixed centers.  A curve syntrepent to a copy of itself [with respect to matching centers] is said to be isotrepent. 
An ellipse is isotrepent about its focus.

Both terms (French: courbes syntrépentes, courbe isotrépente)  were introduced by the French mathematician Auguste Miquel in 1838.

Ellipses are isotrepent because congruent ellipses may roll on each other without slipping, as they rotate around their respective foci. In such a motion, the two ellipses are symmetrical about their tangent of contact, as illustrated above.

In this symmetrical configuration, the line joining two "opposite" foci goes through the point of contact.  This may be proved using the fact that an ellipse reflects any ray from a focus back to the other focus.  (HINT:  Draw the four lines going from the contact point to each focus,  then deduce collinearity from angular relations.)

This gearing does not allow one pinion to drive the other in practice, since it pushes against the other for only half of each cycle.  Instead, the same motion can be reproduced in a gear-free mechanism, by tying the two moving foci with a rigid rod...  This tranfers rotary motion from one shaft to the other in a 1:1 ratio.

Unfortunately, that simple mechanism retains a dead point when the 4 foci are aligned.  In the absence of a flywheel, the direction of rotation can indeed reverse itself from this dead position  (both shafts may rotate in the same direction if the bar tying the moving foci remains parallel to the line joining the fixed foci).


(2005-12-10)   Elliptical Spur Gears:  From Ellipse Pinion to Sine Rack
A simple family of curves that mesh perfectly with each other.

If a focus is used as origin, the polar coordinates (r,j) of an ellipse of eccentricity  e  and parameter  p  obey the equation:   r   =   p / (1 + e cos j )

Thus, the polar coordinates (r,q) of a planar curve which rolls without slipping around such an ellipse as it rotates around a center at a distance a from its focus obey the differential equation   (r-a) dq  =  r dj  which may be solved by introducing the variable  t = tg(j/2)  for which  dj  =  2 dt / (1+t2 ) :

dq     =     - dj / ( a - p + ea cos j )

 Come back later, we're
 still working on this one...

Introducing  n  such that   n2 p2  =  (a-p)2 - (ae)2,  this boils down to:

r   =     n2 p
Vinculum
[ n2 (1-e2) + e2 ] ½  +  e cos(nq)

 Come back later, we're
 still working on this one...


(2005-12-25)   Split Elliptical Gearing 
One-way gearing featuring rolling without slipping.

With the elliptical gears described above, one gear can drive the other only half of the time.  By retaining only the active half-tooth, we obtain an asymmetrical design in which one gear pushes against the other all the time, in a predetermined direction of rotation.

 Come back later, we're
 still working on this one...


(2005-12-26)   Cycloidal Gearing 
Traditional Watchmaker Gears.

 Come back later, we're
 still working on this one...


(2005-12-30)   Epiycloidal Gearing 
Philippe de la Hire  (1640-1718).

 Come back later, we're
 still working on this one...


(2005-12-26)   Involute Tooth Profile 
Involute tooth profiles provide constant rotational speed ratios.

 Come back later, we're
 still working on this one...


(2005-12-25)  Harmonic Drive  (patented by C. Walton Musser in 1955)
A "wave generator" rolls against a  flexspline  inside a  circular spline.

 Come back later, we're
 still working on this one...

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 (c) Copyright 2000-2007, Gerard P. Michon, Ph.D.