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Printed in the U.S.A, Pergamon Press Lid.
Abstract--A general method is presented for describing external involute spur gears produced from
the basic rack form. The resulting description is a computer graphic drawing of the cut tooth as an
individual tooth, several teeth in a segment or a complete gear. It is established that the surface normal
vector at the cutting point must pass through the instant center. Equations describing the tooth root,
fillet, involute and top land are derived based on this fact. The points of demarcation between these
tooth sections are also found. The tooth description is based on the tooth addendum and dedendum,
the number of teeth on the gear, the rack pressure angle, the diametral pitch and the rack tip radius.
The effect of tool shift on the cut tooth is included. The importance of the rack form addendum on
involute interference is also presented.
351
352 B. HEFENG et al.
ometry[10], both the rack form and the resulting coincident with O. The directions of X and Y are
gear form are tangent to each other at the cutting parallel to those of X02 and Y02. The third coor-
points which generate the gear shape from the rack dinate frame (,1"2, Y2) is attached to the gear blank
shape. The cutting points are those coincident at 02 and rotates with the gear blank. In the initial
points on the rack form and gear blank for which position this coordinate frame is coincident with
the relative velocity of the coincident points is tan- (Xm, Y02). Due to the rolling motion of the cen-
gent to the rack surface. This relative velocity is trodes, as (,1"2, }'2) rotates through the angle 0=, (X~,
also tangent to the tooth surface at the same point. }'1) translates through the distance R02 as shown in
This can be expressed as a dot product relationship Fig. 1. Here, R is the pitch radius of the gear.
between the unit surface normal of the rack form Since the coordinate frame (.t"2, }2) on the gear
and the coincident point relative velocity: blank has a radial direction X2 which crosses the
involute surface at the pitch circle, a fourth coor-
n . V u = 0, (1) dinate frame will be utilized for the final tooth and
fdlet description. This coordinate frame (X3, Y3),
where n is the unit normal vector of the rack surface which is not shown in Fig. 1, has its radial direction,
at a given point, and Vu is the relative velocity be- ,t"3, aligned through the tooth centerline.
tween that point on the rack and the coincident The unit common normal vector, n, has the same
point on the gear blank. description in the fixed coordinate frame as it does
Equation (1) is used with three separate coor- in the rack coordinate frame (Xj, Y]) in which it is
dinate systems to obtain the equations of the gear initially defined, because it is a free vector.
tooth and fillet relative to the gear blank from the Since the relative velocity vector for two coin-
equation of the rack form relative to itself. One of cident points is normal to the line from the instant
these coordinate frames is fixed in space. The fixed center of the two bodies, O. to the coincident point.
frame (Xo:, Yo:) is fixed in space at the gear blank P, eqn (1) is satisified by those points on the rack
center, Oz. surface for which the surface normal passes through
As shown in Fig. 1, Xo= is directed'from 02 to the mesh pitch point, O. This basic condition is used
the instant center or pitch point, O, in the radial to develop the gear tooth form.
gear blank direction, and Yo~.is directed in the tan- The vector location of the cutting surface nor-
gential direction parallel to the rack centrode. mal, n, is now used to determine the location of the
The moving coordinate attached to the rack form cutting points, P and Q, on the rack form as a func-
(X~, Y1) is attached to the rack at the intersection tion of the gear blank rotation, 02. The locations of
of the rack face with the rack centrode or pitch line. these cutting points in the gear blank coordinate
O1. This is the point on the rack which is initially frame are then found by a coordinate transforma-
-- Re z ----->
x\ Ax02
yo, x_i -
tion. The locus of these cutting points define the cut for both positive and negative rotations of the
gear tooth and fillet shape. gear blank from the initial position. The normal to
the rack surface, n, is directed along this line of
action and can be expressed as
INVOLUTE GENERATION
The section of the rack form which generates the n = - s i n 611 + cos 6.1, (2)
involute portion of the tooth is the straight side [5].
As shown in Fig. 2, this cutting point will lie on the in the rack coordinate frame, where ¢b is the pitch
line of action of the involute mesh between the rack circle pressure angle of the tooth. The location of
form and the gear. As seen in Fig. 2, the involute is the cutting point, P, on the rack surface, as shown
4,"
xt & Ax't
Y2
Fig. 2. Involute generation.
xlLR 8z
~tYl Oi
\.'~ I x02
X|
Yz
Fig. 3. Geometry of involute generation.
354 B. HEFENG et al.
in Fig. 3, can be written as sequence of different shapes for the same gear de-
dendum, as shown in Fig. 4. The maximum deden-
rl = - u cos &il - u sin dPjl, (3) dum that can be produced would be made by a
pointed rack form tooth and would have the value
where u is the distance along the rack surface from
the pitch point, O~, to P. It is positive in the di- d = pc/(4 tan 6) = ~r/(4Pd tan d~), (8)
rection shown in Fig. 3. Since O is the instant center
for the relative cutting action of the rack with re- where Pc is the circular pitch in inches and Pd is the
spect to the gear, the value of u which causes n to diametral pitch in i n c h - ~ of the teeth. For a pres-
pass through the pitch point, O, locates the cutting sure angle of 20 °, the maximum dedendum possible
point, P. Thus is 2.158/Pd. F o r dedenda less than this, one has a
choice of three rack form tip shapes. The basic
u = R02 sin 6, (4) shape is shown in Fig. 4(b) with two rounded cor-
ners and a small bottom land. The two limits of this
and the location of P in the fixed coordinate frame shape are shown in Fig. 4(a) with a full radius tip,
at the gear blank center is given by which has the maximum possible tip radius for the
given dedendum, and in Fig. 4(c) with the maximum
r2 = {R - R02 cos d~ sin d~}io2 tip bottom land. F o r this family of rack form tips
the cutter tip radius, rack form addendum and gear
+ {R0., - R02 sin" (b}jo.,. (5) dedendum are related as shown in Fig. 5. Note that
the rack form addendum is not normally the same
By rotating the r., vector from the fixed coordinate as the gear addendum. It should be equal to or
frame to the rotating frame attached to the gear greater than the gear addendum to produce a truly
blank, one obtains the expression for the involute interchangeable gear with a full active involute.
on the gear blank as a function of the gear blank This cutter addendum is
rotation from the pitch point mesh:
= 1.25/
Pd, rc = 0.3/Pd and ac = 1.053/Pdma value slightly
or
higher than the gear addendum of 1.0/Pd.
A further limit on the cutter tip geometry is given
r: = {R cos 0: + R0: sin 02
by the bottom land, 5. This distance cannot be neg-
- R02 sin (b cos(02 - O)}iz + { - R sin 02 (7) ative. It is given by
+ R0,_ cos 02 + R0., sin d) sin(0, - (b)}j2. = p,./2 - 2a, tan d) - 2r, cos 6. (10)
Equation (7) describes the involute profile for both The maximum value that r, can have is found by
positive and negative rotations of the gear blank combining eqns (9) and (10) with a zero length bot-
from the pitch point mesh position. The top face of
tom land. ~5:
the tooth is generated for negative values of 02, and
the involute portion of the tooth flank is generated p,./4 - d tan (b
for positive values of 0,. (re)max = (1 ])
(sin(b - 1) t a n 6 + cos6
RACK FORM TIP GEOMETRY For a dedendum of 1.25/Pa and a pressure angle of
The generation of the gear tooth fillet is pro- 20 °, this maximum radius is r, = 0.472/Pd. Unfor-
duced by the rack form tip. This tip can take on a tunately, this tip radius will produce a cutter ad-
,c - W _ . J _ _ _ _ A ~ ~ .'L_.Y
Pc/2---~,
PITCH )1
LINE
° i
rc .-.-/
F2
dendum of 0.939/Pa for the standard dedendum of and the tooth root base has the values
1.25/Pd. Since this addendum is less than the stan-
dard 1.O/Pa. gears cut with a full tip radius cutter r_, = (R - d) cos0.,i_~ - (R - d) sin0,,j.~ (15)
cannot mesh with a standard rack.
for the start of the right side root.
The second tip surface normal is for the section
FILLET GENERATION
of tip produced by the radius, r,. This normal passes
Since the cutter tip forms of Figs. 4(a) and 4(c) through the arc center, C, as shown in Fig. 6. As
are limits of the cutter tip with both a bottom land the gear blank rotation angle. 0,,, decreases past
and a tip radius, generation of gear tooth fillets by R-I(Pc/4 - ~/2), the angle that this normal vector
these two cutters is not treated separately from the makes with the Y, direction. 13, decreases from
generation of a gear tooth fillet by the rack form tip ~/2 to the pitch line pressure angle. ,b. For no cut-
of Fig. 4(b). ting interference the fillet cutting point, Q, will meet
For a cutter of this form the tip has two distinct the involute cutting point, P, when 13 equals ~ and
surface normals: one for the bottom land. and one the gear blank rotation angle becomes
for the tip radius.
For the bottom land the surface normal is 02 = a J ( R cos ,b sin ,b). (16)
is cut at the center of the tooth root by the rack tip n = - s i n 13il + cos 13jj. (17)
land, as shown in Fig. 5. For plotting purposes the
tooth is constructed from the center of its right side As shown in Fig. 6, the angle 13, which causes n to
root to the center of its left side root. Thus, the gear pa_._~ssthrough the pitch point, is defined by line
blank rotation angle, 02, has the limits OC. The equation for the slope of this line is
.,,---------- R#2
PITCH LliE
i
j t~
oc
,0I
t tO
x2
02
02
Y~
as a direct function of the gear blank rotation angle GEAR TOOTH UNDERCUTTING
0:. The position vector from O_, to the cutting point.
The presence of undercutting on the gear tooth
Q, expressed in the fixed coordinate frame at the
can be determined by comparing the rack form ad-
gear blank center is given by
dendum to the location of the tangent point, B, be-
tween the gear's base circle and the line of action,
r: = {R - a~ + rc sin 6 - r, sin 13}1o2 + {R0:
BO, of the cutting mesh. If the perpendicular dis.
- ac tan 6 - r, cos 6 + r, cos 13}jo:. tance from the rack's pitch line to point B is greater
(19) than the addendum on the rack form, then no in-
volute interference will occur. This condition is
Rotating this description of the fillet cutting point shown in Fig. 7. This inequality can be expressed
to the (X:, 1'~) coordinate frame yields the following as
expression for the trochoid on the gear blank
a, <~ R sin-" 6 (21)
r., = {R cos 02 + R02 sin 0_-
for no involute interference. If this relation is sat-
cos(0: - 6) isfied, the full filet is cut with 13 sweeping from ~r/2
at rc sin(0: - 6) to 6 and the fillet and involute curves tangent at
cos 6
the position where 13 equals ~b.
+ rc sin(0: - 13)}i: + { - R sin 0: (20) If relation (21) is not satisfied, involute interfer-
sin(0z - 6) ence exists and the trochoid will cross the involute
+ R02 cos 02 + a t above the base circle with 13 greater than 6 at the
cos 6
point of intersection. The determination of this
- rt cos(0; - 6) + rc cos(0z - 13)}j2. point of demarcation between the fillet and the in-
volute is best found by a double iteration, At this
Even in the case of Fig. 4(c) with a zero value point of demarcation the radius vector of eqn (7)
for re, eqn (20) describes the trochoid portion of the equals the radius vector of eqn (20). The values of
tooth flank which blends the bottom land arc into 0: in the two equations differ, however. In eqn (7).
the bottom of the tooth's involute profile. 0: defines the location of the rack form when the
Rack-generated spur gears 357
l
a¢
involute is cut at the point of demarcation. In eqn (15): the right fillet, eqn (20): and the right side in-
(20), 0_, defines the location of the rack form wh,en volute portion of the tooth, eqn (7/. The exact
the trochoid is cut at the point of demarcation. points of demarcation between the three curves are
also known. The description of this right side of the
tooth is in a coordinate frame on the gear blank with
TOOTH ARRAY TRANSFORMATIONS
its origin at the gear center and its X-axis projected
At this point three separate arrays have been through the pitch point on the right side involute
generated to describe the right root bottom, eqn surface. This axis makes an angle a with the tooth
TOP LAND li A
POINT
i Ro
Y2
Y~
centerline. The angle a, as shown in Fig. 8, is re- The left side of the tooth can now be generated
lated to the tooth thickness at the pitch circle by by reversing the right array and changing the signs
of the Y array elements. The sum of these two ar-
Pc _ ~ = rays completely defines the profile of a single rack
a = 4R 4RPd 2"-N" (22) form generated involute tooth.
To draw more than one tooth, one can sequen-
The description of the three tooth sections can now tially rotate this array through an angle equal to the
be rotated through the angle a to produce the de- circular pitch in radians:
scription of the section in the fourth coordinate
f r a m e - - r e l a t i v e to the tooth centerline: = pc/R = 2rr/N. (28)
Using the involute function to determine the central In addition to changes in the rack form to pro-
angle between the X.~ axis and a radial line through duce nonstandard addendum and dedendum gears,
point A, one has such as stub tooth gears, changes in pitch line pres-
sure angles and changes in the rack form tip radius,
= inv(+.) - inv(6). (25) one can also use a standard rack form cutter to pro-
duce nonstandard gears. This is done by pulling the
where rack form out of mesh radially with the gear blank
by a tool shift, e. This shift decreases the gear de-
inv(+) = tan 6 - ~. (26) dendum and increases both the gear addendum and
gear tooth width at the rack form pressure angle.
The location of point A can now be written as If the tool shift were reversed, the reverse effects
would be produced. This combination of a positive
ro = R~ cos(a - "y)i3 - R,, sinlc~ - ~')j3. (27) tool shift for the pinion generation and a negative
e • ÷O.3/P
t~
~, o.o/p~ ,,-o.s/%
a = a + e, d = d- e. (29)
r: position vector from gear center, O:, to cutting ~/ rotation angle of one tooth--the circular pitch in ra-
point, P or Q (in) dians
ro radial vector on gear blank from O2 to outside radius
(in) REFERENCES
rc cutter tip radius (in)
R pitch radius of gear (in) 1. H. H. Mabie and F. W. Ocvirk, Mechanisms and Dy.
Ra addendum radius of gear (in) namics of Machinery, 3rd ed. John Wiley, New York
Rb base radius of gear (in) (1975).
u distance on rack from O~ to cutting point, P fin) 2. M. F. Spotts, Design of Machine Elements, 5th Ed.
VU relative velocity vector between rack surface point Prentice-Hall, Englewood Cliffs, N.J. (1978).
and coincident point on gear blank (in/sec) 3. P. M. Dean. Jr., Gear tooth proportions. In Gear
Xo2 fDted gear center radial coordinate (in) Handbook (Edited by D. Dudley), Chap. 5. McGraw-
X~ moving rack radial coordinate (in) Hill, New York (1962).
X: rotating gear blank radial coordinate (in) 4. E. Buckingham, Analytical Mechanics of Gears.
X3 rotating tooth centerline radial coordinate (in) Dover, New York (1963).
Yo2 fixed gear center tangential coordinate (in) 5. H. E. Merritt. Gear Engineering. Pitman, London
Y~ moving rack tangential coordinate (in) (1971).
Y: rotating gear blank tangential coordinate (in) 6. R. G. Mitchner and H. H. Mabie, ASME J. Mech.
Y3 rotating tooth centerline tangential coordinate (in) Design 104, 148 (1982).
ct angle between tooth centerline, X3-axis, and the X:- 7. R. G. Mitchner, H. H. Mabie and H. Moosani-Rod,
axis on the gear blank (radians) ASME J. Mech., Trans. & Automation in Design 105,
t3 angle between Y~ direction and direction of normal 122-128 (1983).
vector to tool tip radius surface (radians) 8. P. Cooley, Computer Aided Design 11,353 (1979).
~, gear blank central angle between radial lines through 9. D. Hughson, GODA5 (Gear Optimization and Design
involute pitch point on gear and addendum point A Analayses 5). SAE Technical Paper 801026, Interna-
(radians) tional Off-Highway Meeting and Exposition.
length of cutter tip bottom land iin) MECCA, Milwaukee, Sept. (1980).
0: rotation angle of gear blank (radians) 10. L. P. Eisenhart. A Treatise on the Differential Ge-
d~ pressure angle at the pitch circle (radians) ometo' o.f Curves and Surfaces. Dover, New York
~a pressure angle at the addendum circle (radians) (1960).
Kurzfassung--Vorgestellt wird ein allgemeines Verfahren zur Darstellung von geradverzahnten Stirnr~idern
mit Evolventen-AuBenverzahnung, die mit der Grundform der Zahnstange als Bezugsprofil erzeugt werden.
Die resultierende Beschreibung ist eine yore Computer ausgegebene graphische Darstellung des spanend bear-
beiteten Zahnes entweder als einzelner Zahn, ats mehrere Zahne in einem Segment oder als genzes Zahnrad.
Es ist bekannt, dab die Flachennormale im Zerspanungspunkt durch den Momentanpol verlaufen muB. Bas-
ierend auf dieser Tatsache werden Gleichungen abgeleitet, die Zahngrund, -fuB, -Evolvente und -Obeneil
beschreiben. Die LJbergangspunkte zwischen diesen Zahnabschnitten werden auch ermittelt. Die Zahnbes-
chreibung basien auf Zahnkopf- und ZahnfuBh6he, Z~ihnezahl. Teilkreisdurchmesser, Eingriffswinkel und Ra-
dius des Grundes der Zahnstange. Der EinfluB der Werkzeugverschiebung auf den gefenigten Zahn wird
berficksichtigt. Die Bedeutung der Zahnstangenkopfhohe for die Eingriffsverh~lmisse wird ebenfalls dargestellt.