The common calculation methods according to DIN 3990 and
ISO 6336 are based on a comparison of occurring stress and
allowable stress. The influence of gear size on the load-carrying
capacity is considered with the size factors YX (tooth root bending)
and ZX (pitting), but there are further influences, which
should be considered.
In the following, major influences of gear size on the load factors
as well as on the permissible tooth root bending and contact
stress will be discussed.
This is the third article in a series exploring the new ISO 6336 gear rating standard and its methods of calculation. The opinions expressed herein are htose of the author as an individual. They do not represent the opinions of any organization of which he is a member.
Columbus' first voyage to the Americas is not the only anniversary worthy of celebration this year. In 1892, on October 15, Wilfred Lewis gave an address to the Engineer's Club of Philadelphia, whose significance, while not as great as that of Columbus' voyage, had important results for the gearing community. In this address, Lewis first publicly outlined his formula for computing bending stress in gear teeth, a formula still in use today.
To mechanical engineers, the strength of gear teeth is a question of constant recurrence, and although the problem to be solved is quite elementary in character, probably no other question could be raised upon which such a diversity of opinion exists, and in support of which such an array of rules and authorities might be quoted. In 1879, Mr. John H. Cooper, the author of a well-known work on "Belting," made an examination of the subject and found there were then in existence about forty-eight well-established rules for horsepower and working strength, sanctioned by some twenty-four authorities, and differing from each other in extreme causes of 500%. Since then, a number of new rules have been added, but as no rules have been given which take account of the actual tooth forms in common use, and as no attempt has been made to include in any formula the working stress on the material so that the engineer may see at once upon what assumption a given result is based, I trust I may be pardoned for suggesting that a further investigation is necessary or desirable.
A simple, closed-form procedure is presented for designing minimum-weight spur and helical gearsets. The procedure includes methods for optimizing addendum modification for maximum pitting and wear resistance, bending strength, or scuffing resistance.
Although there is plenty of information and data on the determination of geometry factors and bending strength of external gear teeth, the computation methods regarding internal gear design are less accessible. most of today's designs adopt the formulas for external gears and incorporate some kind of correction factors for internal gears. However, this design method is only an approximation because of the differences between internal gears and external gears. Indeed, the tooth shape of internal gears is different from that of external gears. One has a concave curve, while the other has a convex curve.
The load capacity rating of gears had its beginning in the 18th century at Leiden University when Prof. Pieter van
Musschenbroek systematically tested the wooden teeth of windmill gears, applying the bending strength formula published by Galilei one century earlier. In the next centuries several scientists improved or extended the formula, and recently a Draft International Standard could be presented.