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TECHNICAL REPORT
TR-GSM-0301
Athens 2003
The Cutting Rack and its Geometry
The gear rack is one of the most used cutting tools in order to generate gears. The
study of gear rack contains its physical description, the definition of the primary
geometrical components-variables, which define completely its shape, the analytical
calculation of its derived geometrical components, as well as the definition of its
characteristic key points, those which are needed in order to be able to export
equations of analytical geometry.
1. Physical Form-Description
The gear rack can be considered as part of a gear which has infinite diameter. It has
all the characteristics of a gear up to the point that these have not been abraded
because of the infinity of the diameter. The shape below shows the general form of a
gear rack. As pitch of the rack, can we define the destination between two successive
correspondent points of its profile.
First we can define as reference a coordinating system, where axis Y coincides with
the symmetry axis. Axis X defines the reference point from which can be measured
the addendum as well as the dedendum. Also from physical aspect axis X, if there
does not exist any displacement which adjoins on the initial circle of the gear which is
to be manufactured. Having as a basis this specific destination from the rotation center
of the gear which is going to be manufactured, we can calculate the linear velocity of
its displacement in relation to the angular velocity of gear.
To the important elements of the tooth belong also the semi angle of its sides, which
equals to the nominal angle of the involute curve of the gear which will arise from the
elaboration as well as the radial of foot and head.
Before we define the primary geometrical elements of the rack, we must specify a
bulk for the easier standardization of gears as well as for the comparison of their size.
This bulk is module (Μn).
t0
Mn = (2.1)
π
- t0 : Pitch of initial circle which is constant all over the altitude of the rack because
the last is considered to be part of a gear which has infinite diameter.
1. Pitch
2. Semi angle of
sides
3. Initial thickness
4. Addendum
5. Dedendum
6. Rounding radius
of head
7. Rounding radius
of foot
Mn Module (mm)
Cs Rack thickness factor (non-dimensional bulk)
A0 Semi angle of rack or involute curve’s angle (°)
Hf Dedendum (mm)
Hk Addendum (mm)
Rf Rounding radius of foot (mm)
Rk Rounding radius of head (mm)
We must notice here that all the above mentioned variables have always positive
rates. The thickness tooth factor (Cs) fluctuates between (0,1) while the invalute curve
π
angle takes rates between [0, ) . It is useful to express all the above variables also in
2
form of factors on the value of the module.
l0 = t0 − s0 (2.3)
Also it applies:
l0 = (1 − Cs ) ⋅ t0 (2.4)
Our next step from the definition of the primary geometrical elements which fully
define the rack profile is the designation of the characteristical points of the profile.
On the basis of these points, we will extract the analytical equations which describe
the profile.
There has been already defined the coordinating system. To continue, we define the
characteristical elements on the profile (Scheme 3.1 - page below).
Due to the symmetry of the tooth, the points will be also symmetric to the axis Y. The
points have been numbered scanning the profile from the left to the right side. Points
which are on the right side of the tooth have correspondingly the same numbering
followed by the symbol m (mirrored). There is a total of 11 keypoints at every
symmetric tooth side, out of which only one is shared (point 5).
Every pair of symmetric points has the same y-coordinate value but as regards the x-
coordinate the pair has opposite signs. The left side has minus x-coordinate whereas
the right has a positive one.
t0 M ⋅π
X P1 = − =− n
2 2
YP1 = H f
⎛ M ⋅π ⎞
P1 ⎜ − n , Hf ⎟ (3.1)
⎝ 2 ⎠
• Keypoint #3:
s0 C ⋅t
X P3 = − =− s 0 =
2 2
C ⋅ M n ⋅π
=− s
2
YP3 = 0
⎛ C ⋅ M n ⋅π ⎞
P3 ⎜ − s , 0⎟ (3.2)
⎝ 2 ⎠
• Keypoint #2:
X P2 = X P3 − H f ⋅ tan ( A0 )
YP2 = H f
P2 (X P3 − H f ⋅ tan ( A0 ) , H f ) (3.3)
• Keypoint #4:
X P4 = X P3 + H k ⋅ tan ( A0 )
YP4 = − H k
P4 (X P3 + H k ⋅ tan ( A0 ) , − H k ) (3.4)
• Keypoint #5:
X P5 = 0
YP5 = − H k
P5 (0 , − Hk ) (3.5)
• Keypoint #7:
⎛π A ⎞
X P7 = X P2 − R f ⋅ tan ⎜ − 0 ⎟
⎝4 2 ⎠
YP7 = H f
⎛ ⎛ π A0 ⎞ ⎞
P7 ⎜ X P2 − R f ⋅ tan ⎜ 4 − 2 ⎟ , H f ⎟ (3.6)
⎝ ⎝ ⎠ ⎠
• Keypoint #6:
X P6 = X P7
YP6 = YP7 − R f
P6 (X P7 , YP7 − R f ) (3.7)
• Keypoint #8:
X P8 = X P6 + R f ⋅ cos ( A0 )
⎛π A ⎞
X P11 = X P4 + Rk ⋅ tan ⎜ − 0 ⎟
⎝4 2 ⎠
YP11 = − H k
⎛ ⎛π A ⎞ ⎞
P11 ⎜ X P4 + Rk ⋅ tan ⎜ − 0 ⎟ , − H k ⎟ (3.9)
⎝ ⎝4 2 ⎠ ⎠
• Keypoint #9:
X P9 = X P11
YP9 = YP11 + Rk
X P10 = X P9 − Rk ⋅ cos ( A0 )
X Y
M n ⋅π
P1 − Hf
2
P2 X P3 − H f ⋅ tan ( A0 ) Hf
Cs ⋅ M n ⋅ π
P3 − 0
2
P4 X P3 + H k ⋅ tan ( A0 ) −Hk
P5 0 −Hk
P6 X P7 YP7 − R f
P7 ⎛π A ⎞ Hf
X P2 − R f ⋅ tan ⎜ − 0 ⎟
⎝4 2 ⎠
P8 X P6 + R f ⋅ cos ( A0 ) YP6 + R f ⋅ sin ( A0 )
P9 X P11 YP11 + Rk
P11 ⎛π A ⎞ −Hk
X P4 + Rk ⋅ tan ⎜ − 0 ⎟
⎝4 2 ⎠
Despite of the fact that all the above equations allow us the coordinate calculation of
every characteristical point taking account only of the primary geometrical designing
variables rates, it is noticed that the coordinates of some of the points are referred in
relation to other points coordinates. In order to override this constraint we have to
replace all the in-between references to the coordinates of any points with their equal
which will be expressed in terms of primary geometrical designing variables (and
only).
• Keypoint #2 :
Cs ⋅ M n ⋅ π
X P2 = − − H f ⋅ tan ( A0 ) (3.14)
2
YP2 = H f (3.15)
• Keypoint #3 :
Cs ⋅ M n ⋅ π
X P3 = − (3.16)
2
YP3 = 0 (3.17)
• Keypoint #4 :
Cs ⋅ M n ⋅ π
X P4 = − + H k ⋅ tan ( A0 ) (3.18)
2
YP4 = − H k (3.19)
• Keypoint #5 :
X P5 = 0 (3.20)
YP5 = − H k (3.21)
• Keypoint #6 :
Cs ⋅ M n ⋅ π ⎛π A ⎞
X P6 = − − H f ⋅ tan ( A0 ) − R f ⋅ tan ⎜ − 0 ⎟ (3.22)
2 ⎝4 2 ⎠
YP6 = H f − R f (3.23)
• Keypoint #7 :
Cs ⋅ M n ⋅ π ⎛π A ⎞
X P7 = − − H f ⋅ tan ( A0 ) − R f ⋅ tan ⎜ − 0 ⎟ (3.24)
2 ⎝4 2 ⎠
YP7 = H f (3.25)
• Keypoint #8 :
Cs ⋅ M n ⋅ π ⎛π A ⎞
X P8 = − − H f ⋅ tan ( A0 ) − R f ⋅ tan ⎜ − 0 ⎟ + R f ⋅ cos ( A0 ) (3.26)
2 ⎝4 2 ⎠
YP8 = H f − R f + R f ⋅ sin ( A0 ) (3.27)
• Keypoint #9 :
Cs ⋅ M n ⋅ π ⎛π A ⎞
X P9 = − + H k ⋅ tan ( A0 ) + Rk ⋅ tan ⎜ − 0 ⎟ (3.28)
2 ⎝4 2 ⎠
YP9 = − H k + Rk (3.29)
• Keypoint #10 :
Cs ⋅ M n ⋅ π ⎛π A ⎞
X P10 = − + H k ⋅ tan ( A0 ) + Rk ⋅ tan ⎜ − 0 ⎟ − Rk ⋅ cos ( A0 ) (3.30)
2 ⎝4 2 ⎠
YP10 = − H k + Rk − Rk ⋅ sin ( A0 ) (3.31)
• Keypoint #11:
Cs ⋅ M n ⋅ π ⎛π A ⎞
X P11 = − + H k ⋅ tan ( A0 ) + Rk ⋅ tan ⎜ − 0 ⎟ (3.32)
2 ⎝4 2 ⎠
YP11 = − H k (3.33)
• Keypoint #2m :
Cs ⋅ M n ⋅ π
X P2 m = + H f ⋅ tan ( A0 ) (3.36)
2
YP2 m = H f (3.37)
• Keypoint #3m :
Cs ⋅ M n ⋅ π
X P3 m = (3.38)
2
YP3 m = 0 (3.39)
• Keypoint #4m :
Cs ⋅ M n ⋅ π
X P4 m = − H k ⋅ tan ( A0 ) (3.40)
2
YP4 m = − H k (3.41)
• Keypoint #5m :
X P5 m = 0 (3.42)
YP5 m = − H k (3.43)
• Keypoint #6m :
Cs ⋅ M n ⋅ π ⎛π A ⎞
X P6 m = + H f ⋅ tan ( A0 ) + R f ⋅ tan ⎜ − 0 ⎟ (3.44)
2 ⎝4 2 ⎠
YP6 m = H f − R f (3.45)
• Keypoint #7m :
Cs ⋅ M n ⋅ π ⎛π A ⎞
X P7 m = + H f ⋅ tan ( A0 ) + R f ⋅ tan ⎜ − 0 ⎟ (3.46)
2 ⎝4 2 ⎠
YP7 m = H f (3.47)
• Keypoint #8m :
Cs ⋅ M n ⋅ π ⎛π A ⎞
X P8 m = + H f ⋅ tan ( A0 ) + R f ⋅ tan ⎜ − 0 ⎟ − R f ⋅ cos ( A0 ) (3.48)
2 ⎝4 2 ⎠
YP8 m = H f − R f + R f ⋅ sin ( A0 ) (3.49)
• Keypoint #9m :
Cs ⋅ M n ⋅ π ⎛π A ⎞
X P9 m = − H k ⋅ tan ( A0 ) − Rk ⋅ tan ⎜ − 0 ⎟ (3.50)
2 ⎝4 2 ⎠
YP9 m = − H k + Rk (3.51)
• Keypoint #10m :
Cs ⋅ M n ⋅ π ⎛π A ⎞
X P10 m = − H k ⋅ tan ( A0 ) − Rk ⋅ tan ⎜ − 0 ⎟ + Rk ⋅ cos ( A0 ) (3.52)
2 ⎝4 2 ⎠
YP10 m = − H k + Rk − Rk ⋅ sin ( A0 ) (3.53)
• Keypoint #11m :
Cs ⋅ M n ⋅ π ⎛π A ⎞
X P11m = + − H k ⋅ tan ( A0 ) − Rk ⋅ tan ⎜ − 0 ⎟ (3.54)
2 ⎝4 2 ⎠
YP11m = − H k (3.55)
The sum of all the above equations describes completely all these characteristic points
of the tooth profile that are needed for the composition of the analytical equations
which define the profile.
It must be taken into account that the rack might not have rounded edges or at the foot
or at the head or at both of them. In this case we put null rates in all the above
equations only for the corresponding curvature radius (Rf , Rk respectively) and so
some of the above mentioned equations are perished. As one should expect some of
the above points coincide.
o Thickness Factor ( Cs )
The thickness factor, as a factor, constitutes also a calculus bulk. Being the result of
1
the multiplication of the initial thickness by and provided that t 0 > 0 , there is no
t0
issue of aberration points’ existence. But it is submitted to natural constraints, which
means that the initial thickness that is a natural dimensional bulk can not be bigger
than pitch. Of course it would have no meaning neither to have a factor equal to zero
either equal to the pitch, because then there would be no rack at all! So:
Cs ∈ ( 0,1) (3.57)
ή
⎡ π⎞
A0 ∈ ⎢ 0, ⎟ (3.59)
⎣ 2⎠
o Altitudes and rounding radials of foot and head ( H f , H k , R f , Rk )
These four variables are natural dimensional bulks. Their rates must be real and
positive. They can take as well null rates. It must be taken into account that despite
the fact that the two rounding radials can be both null, dedendum and addendum can
not. It must beat least one of both must not equal to zero, otherwise there will be no
rack! So:
H f ∈ [ 0, +∞ ) (3.60)
H k ∈ [ 0, +∞ ) (3.61)
R f ∈ [ 0, +∞ ) (3.62)
Rk ∈ [ 0, +∞ ) (3.63)
⎛ Cs ⋅ M n ⋅ π ⎞
P2 ⎜− − H f ⋅ tan ( A0 ) , H f + X d ⎟ (3.67)
⎝ 2 ⎠
⎛ C ⋅ M n ⋅π ⎞
P3 ⎜ − s , Xd ⎟ (3.68)
⎝ 2 ⎠
⎛ Cs ⋅ M n ⋅ π ⎞
P4 ⎜− + H k ⋅ tan ( A0 ) , − H k + X d ⎟ (3.69)
⎝ 2 ⎠
P5 (0 , − Hk + X d ) (3.70)
⎛ Cs ⋅ M n ⋅ π ⎛π A ⎞ ⎞
P6 ⎜− − H f ⋅ tan ( A0 ) − R f ⋅ tan ⎜ − 0 ⎟ , H f − R f + X d ⎟ (3.71)
⎝ 2 ⎝4 2 ⎠ ⎠
⎛ Cs ⋅ M n ⋅ π ⎛π A ⎞ ⎞
P7 ⎜− − H f ⋅ tan ( A0 ) − R f ⋅ tan ⎜ − 0 ⎟ , H f + X d ⎟ (3.72)
⎝ 2 ⎝4 2 ⎠ ⎠
⎛ Cs ⋅ M n ⋅ π ⎛π A ⎞ ⎞
P8 ⎜− − H f ⋅ tan ( A0 ) − R f ⋅ tan ⎜ − 0 ⎟ + R f ⋅ cos ( A0 ) , H f − R f + R f ⋅ sin ( A0 ) + X d ⎟ (3.73)
⎝ 2 ⎝4 2 ⎠ ⎠
⎛ Cs ⋅ M n ⋅ π ⎛π A ⎞ ⎞
P9 ⎜− + H k ⋅ tan ( A0 ) + Rk ⋅ tan ⎜ − 0 ⎟ , − H k + Rk + X d ⎟ (3.74)
⎝ 2 ⎝4 2 ⎠ ⎠
⎛ Cs ⋅ M n ⋅ π ⎛π A ⎞ ⎞
P10 ⎜− + H k ⋅ tan ( A0 ) + Rk ⋅ tan ⎜ − 0 ⎟ − Rk ⋅ cos ( A0 ) , − H k + Rk − Rk ⋅ sin ( A0 ) + X d ⎟ (3.75)
⎝ 2 ⎝ 4 2 ⎠ ⎠
⎛ C ⋅ M n ⋅π ⎛π A ⎞ ⎞
P11 ⎜ − s + H k ⋅ tan ( A0 ) + Rk ⋅ tan ⎜ − 0 ⎟ , − H k + X d ⎟ (3.76)
⎝ 2 ⎝ 4 2 ⎠ ⎠
⎛ M n ⋅π ⎞
P1m ⎜ , H f + Xd ⎟ (3.77)
⎝ 2 ⎠
⎛ Cs ⋅ M n ⋅ π ⎞
P2 m ⎜ + H f ⋅ tan ( A0 ) , H f + X d ⎟ (3.78)
⎝ 2 ⎠
⎛ Cs ⋅ M n ⋅ π ⎞
P3m ⎜ , Xd ⎟ (3.79)
⎝ 2 ⎠
⎛ Cs ⋅ M n ⋅ π ⎞
P4 m ⎜ − H k ⋅ tan ( A0 ) , − H k + X d ⎟ (3.80)
⎝ 2 ⎠
P5m (0 , − Hk + X d ) (3.81)
⎛ Cs ⋅ M n ⋅ π ⎛π A ⎞ ⎞
P6 m ⎜ + H f ⋅ tan ( A0 ) + R f ⋅ tan ⎜ − 0 ⎟ , H f − R f + X d ⎟ (3.82)
⎝ 2 ⎝4 2 ⎠ ⎠
⎛ Cs ⋅ M n ⋅ π ⎛π A ⎞ ⎞
P7 m ⎜ + H f ⋅ tan ( A0 ) + R f ⋅ tan ⎜ − 0 ⎟ , H f + X d ⎟ (3.83)
⎝ 2 ⎝4 2 ⎠ ⎠
⎛ Cs ⋅ M n ⋅ π ⎛π A ⎞ ⎞
P8m ⎜ + H f ⋅ tan ( A0 ) + R f ⋅ tan ⎜ − 0 ⎟ − R f ⋅ cos ( A0 ) , H f − R f + R f ⋅ sin ( A0 ) + X d ⎟ (3.84)
⎝ 2 ⎝4 2 ⎠ ⎠
⎛ Cs ⋅ M n ⋅ π ⎛π A ⎞ ⎞
P9 m ⎜ − H k ⋅ tan ( A0 ) − Rk ⋅ tan ⎜ − 0 ⎟ , − H k + Rk + X d ⎟ (3.85)
⎝ 2 ⎝4 2 ⎠ ⎠
⎛ Cs ⋅ M n ⋅ π ⎛π A ⎞ ⎞
P10 m ⎜ − H k ⋅ tan ( A0 ) − Rk ⋅ tan ⎜ − 0 ⎟ + Rk ⋅ cos ( A0 ) , − H k + Rk − Rk ⋅ sin ( A0 ) + X d ⎟ (3.86)
⎝ 2 ⎝4 2 ⎠ ⎠
⎛ Cs ⋅ M n ⋅ π ⎛π A ⎞ ⎞
P11m ⎜ − H k ⋅ tan ( A0 ) − Rk ⋅ tan ⎜ − 0 ⎟ , − H k + X d ⎟ (3.87)
⎝ 2 ⎝ 4 2 ⎠ ⎠
First of all it will be defined the particular parts which constitute the profile and
afterwards it will be formulated the corresponding parametrical equations with the
corresponding constraints of their parameters. Then it will be calculated the lengths
and the aptitude’s equations of partial parts, parametrically.
▪ Procedure of parameterization
The analytical equations of the particular parts will be phrased with the parameter t
where t ∈ [0,1]. Also they will be formulated in such a way that there would exist
sequence from the left (point P1) to the right side. The common border of two
subsequent parts will correspond to value of parameter equal to 1 for the part that
precedes and 0 for the part that follows.
(
X K1 = X P1 + X P7 − X P1 ⋅ t ) ⎫
⎪
⎬ 0 ≤ t ≤1 (4.1)
(
YK1 = YP1 + YP7 − YP1 ⋅ t ) ⎪⎭
• K2
⎛π ⎛π ⎞ ⎞ ⎫
X K 2 = X P6 + R f ⋅ cos ⎜ − ⎜ − A0 ⎟ ⋅ t ⎟ ⎪
⎝2 ⎝2 ⎠ ⎠ ⎪
⎬ 0 ≤ t ≤1 (4.2)
⎛π ⎛π ⎞ ⎞ ⎪
YK 2 = YP6 + R f ⋅ sin ⎜ − ⎜ − A0 ⎟ ⋅ t ⎟
⎝2 ⎝2 ⎠ ⎠ ⎪
⎭
• K3
(
X K3 = X P8 + X P3 − X P8 ⋅ t ) ⎫
⎪
⎬ 0 ≤ t ≤1 (4.3)
(
YK3 = YP8 + YP3 − YP8 ⋅ t ) ⎪⎭
• K4
(
X K 4 = X P3 + X P10 − X P3 ⋅ t ) ⎫
⎪
⎬ 0 ≤ t ≤1 (4.4)
(
YK 4 = YP3 + YP10 − YP3 ⋅ t ) ⎪⎭
• K5
⎛ ⎛π ⎞ ⎞ ⎫
X K5 = X P9 + Rk ⋅ cos ⎜ π + A0 + ⎜ − A0 ⎟ ⋅ t ⎟ ⎪
⎝ ⎝2 ⎠ ⎠ ⎪
⎬ 0 ≤ t ≤1 (4.5)
⎛ ⎛π ⎞ ⎞ ⎪
YK5 = YP9 + Rk ⋅ sin ⎜ π + A0 + ⎜ − A0 ⎟ ⋅ t ⎟
⎝ ⎝2 ⎠ ⎠ ⎪
⎭
• K6
(
X K6 = X P11 + X P5 − X P11 ⋅ t ) ⎫
⎪
⎬ 0 ≤ t ≤1 (4.6)
(
YK6 = YP11 + YP5 − YP11 ⋅ t ) ⎪⎭
• K 6m
(
X K6 m = X P5 m + X P11m − X P5 m ⋅ t ) ⎫
⎪
⎬ 0 ≤ t ≤1 (4.7)
(
YK6 m = YP5 m + YP11m − YP5 m ⋅ t ) ⎪⎭
• K5m
⎛ 3π ⎛ π ⎞ ⎞ ⎫
X K5 m = X P9 m + Rk ⋅ cos ⎜ + ⎜ − A0 ⎟ ⋅ t ⎟ ⎪
⎝ 2 ⎝2 ⎠ ⎠ ⎪
⎬ 0 ≤ t ≤1 (4.8)
⎛ 3π ⎛ π ⎞ ⎞ ⎪
YK5 m = YP9 m + Rk ⋅ sin ⎜ + ⎜ − A0 ⎟ ⋅ t ⎟
⎝ 2 ⎝2 ⎠ ⎠ ⎪
⎭
• K 4m
(
X K 4 m = X P10 m + X P3 m − X P10 m ⋅ t ) ⎫
⎪
⎬ 0 ≤ t ≤1 (4.9)
(
YK 4 m = YP10 m + YP3 m − YP10 m ⋅ t ) ⎪⎭
• K3m
(
X K3 m = X P3 m + X P8 m − X P3 m ⋅ t ) ⎫
⎪
⎬ 0 ≤ t ≤1 (4.10)
(
YK3 m = YP3 m + YP8 m − YP3 m ⋅ t ) ⎪⎭
• K 2m
⎛ ⎛π ⎞ ⎞ ⎫
X K 2 m = X P6 m + R f ⋅ cos ⎜ π − A0 − ⎜ − A0 ⎟ ⋅ t ⎟ ⎪
⎝ ⎝2 ⎠ ⎠ ⎪
⎬ 0 ≤ t ≤1 (4.11)
⎛ ⎛π ⎞ ⎞ ⎪
YK 2 m = YP6 m + R f ⋅ sin ⎜ π − A0 − ⎜ − A0 ⎟ ⋅ t ⎟
⎝ ⎝2 ⎠ ⎠ ⎪
⎭
• K1m
(
X K1m = X P7 m + X P1m − X P7 m ⋅ t ) ⎫
⎪
⎬ 0 ≤ t ≤1 (4.12)
(
YK1m = YP7 m + YP1m − YP7 m ⋅ t ) ⎪⎭
More specific, in case of horizontal rectilinear parts the above equation is abraded to:
L = X end − X start (4.14)
The length of circle’s arcs can be calculated by multiplying the value of rounding
radial by the included angle:
L = Rrounding ⋅ θ included (4.15)
LK1 = X P7 − X P1 = X P7 − X P1 (4.16)
• K2 , K2m
⎛π ⎞
LK 2 = ⎜ − A0 ⎟ ⋅ R f (4.18)
⎝2 ⎠
⎛π ⎞
LK 2 m = ⎜ − A0 ⎟ ⋅ R f (4.19)
⎝2 ⎠
• K 3 , K3m
(X ) + (Y )
2 2
LK3 = P3 − X P8 P3 − YP8 (4.20)
(X ) + (Y )
2 2
LK3 m = P8 m − X P3 m P8 m − YP3 m (4.21)
• K4 , K4m
(X ) + (Y )
2 2
LK4 = P10 − X P3 P10 − YP3 (4.22)
(X ) + (Y )
2 2
LK4 m = P3 m − X P10 m P3 m − YP10 m (4.23)
• K5 , K5m
⎛π ⎞
LK5 = ⎜ − A0 ⎟ ⋅ Rk (4.24)
⎝2 ⎠
⎛π ⎞
LK5 m = ⎜ − A0 ⎟ ⋅ Rk (4.25)
⎝2 ⎠
• K6 , K6m
X P5 =0
LK6 = X P5 − X P11 = − X P11 (4.26)
X P5 m =0
LK6 m = X P11m − X P5 m = X P11 (4.27)
• K1 , K1m
π
AK1 = − 0 ≤ t ≤1 (4.28)
2
π
AK1m = 0 ≤ t ≤1 (4.29)
2
• K2 , K2m
π ⎛π ⎞
AK 2 = − + ⎜ − A0 ⎟ ⋅ t 0 ≤ t ≤1 (4.30)
2 ⎝2 ⎠
⎛π ⎞
AK 2 m = A0 + ⎜ − A0 ⎟ ⋅ t 0 ≤ t ≤1 (4.31)
⎝2 ⎠
• K 3 , K3m
AK3 = − A0 0 ≤ t ≤1 (4.32)
AK3 m = A0 0 ≤ t ≤1 (4.33)
• K4 , K4m
AK 4 = − A0 0 ≤ t ≤1 (4.34)
AK4 m = A0 0 ≤ t ≤1 (4.35)
• K5 , K5m
⎛π ⎞
AK5 = − A0 − ⎜ − A0 ⎟ ⋅ t 0 ≤ t ≤1 (4.36)
⎝2 ⎠
π ⎛π ⎞
AK5 m = − ⎜ − A0 ⎟ ⋅ t 0 ≤ t ≤1 (4.37)
2 ⎝2 ⎠
• K6 , K6m
π
AK6 = − 0 ≤ t ≤1 (4.38)
2
π
AK 4 m = 0 ≤ t ≤1 (4.39)
2
It is noticed that in equations (4.30), (4.31), (4.36) and (4.37), which refer to the
rounding acmes of the profile, are not included at all the rates of rounding radials. All
the above mentioned equations apply even if any of the rounding radials or both of
them have null rate.
▪ Key – points
• 2nd Condition :
X P9 ≤ 0 (5.2)
• 3rd Condition :
YP8 ≥ YP10 (5.3)
⎛ π A ⎞ C ⋅ M n ⋅π
H k ⋅ tan ( A0 ) + Rk ⋅ tan ⎜ − 0 ⎟ − s =0 (5.8)
⎝4 2 ⎠ 2
H f + H k + ( R f + Rk ) ⋅ ( sin ( A0 ) − 1) = 0 (5.9)
▪ Examination of the effect of primary variables on the validity conditions
It is not demanded examination of all the primary geometrical variables. The rack’s
displacement (Xd) does not affect the validity of its geometry, whereas module (Mn) is
considered to be a fundamental variable, whose alteration’s limits will be not studied.
Module will be considered constant all over the duration of the examination’s process.
The examination’s process will be held for every one of the designing variables A0,
Cs, Hf, Hk, Rf and Rk. It is demanded to assess their impact on the equations (5.7) ~
(5.9) and to define of the property of every threshold, which means if it consists an
upper or lower limit.
Obviously, not all of the variables affect the sum of the marginal conditions.
Moreover, if with the solution of the marginal conditions and the replacement of the
rates of the rest of the variables is given a result out of the domain or if the function
can not be defined then the result must not be taken into account.
• Tooth’s thickness factor (Cs)
Regarding the under alteration’s limit of Cs, beyond that which has put in the
domain C s ∈ (0,1) , it is defined from the 2nd condition. Solving the equation (5.8) for
Cs gives us:
2 ⋅ ( Rk ⋅ sec ( A0 ) + ( H k − Rk ) ⋅ tan ( A0 ) )
CsMIN = (5.10)
M n ⋅π
The upper alteration’s limit is defined from the domain and the 1st marginal condition.
Solving the equation (5.7) for Cs comes out:
M n ⋅ π − 2 R f ⋅ sec ( A0 ) − 2 ⋅ H f ⋅ tan ( A0 ) + 2 R f ⋅ tan ( A0 )
CsMAX = (5.11)
M n ⋅π
Equations (5.10) and (5.11) do not present any discontinuity’s points in the domain of
primary variables. In case that any of the equations gives a rate out of the domain of
Cs then it must be ignored and the respective threshold is set out of the domain.
● Rounding radial of head (Rk)
There is no constraint set regarding the lower alteration’s limit of Rk , apart from that,
which has been set in the domain: Rk ∈ [0,+∞). Therefore:
RkMIN = 0 (5.12)
The upper alteration’s limit is defined from the 2nd and the 3rd conditions. Solving the
equations (5.8) and (5.9) for Rk results in:
Cs ⋅ M n ⋅ π − 2 H k ⋅ tan ( A0 )
RkMAX 2 = (5.13)
2sec ( A0 ) − 2 tan ( A0 )
H f + H k + R f ⋅ ( sin ( A0 ) − 1)
RkMAX 3 = (5.14)
1 − sin ( A0 )
Provided that it is not set an upper limit in the domain it will be finally:
(
RkMAX = min RkMAX 2 , RkMAX 3 ) (5.15)
The equations (5.13) and (5.14) do not bear any discontinuity in the domain of
primary variables.
• Rounding radial of foot (Rk)
There is set no constraint regarding the lower alteration’s limit of Rf , apart from that,
which has been set in the domain: R f ∈ [0,+∞ ). Therefore:
R f MIN = 0 (5.16)
The upper alteration’s limit is defined from the 1st and the 3rd conditions. Solving the
equations (5.7) and (5.9) for Rf results in:
(1 − Cs ) ⋅ M n ⋅ π − 2 H f ⋅ tan ( A0 )
R f MAX 1 = (5.17)
2sec ( A0 ) − 2 tan ( A0 )
H f + H k + Rk ⋅ ( sin ( A0 ) − 1)
R f MAX 3 = (5.18)
1 − sin ( A0 )
Provided that it is not set an upper limit in the domain it will be finally:
(
R f MAX = min R f MAX 1 , R f MAX 3 ) (5.19)
Equations (5.17) and (5.18) do not bear any discontinuity in the domain of primary
variables.
● Addendum (Hk)
Regarding the lower alteration’s limit of Hk , beyond that which has been set in the
domain: H k ∈ [0,+∞), it is designated from the 3rd condition. Solving the equation
(5.9) for Hk gives us:
H kMIN 3 = − H f + ( R f + Rk ) ⋅ (1 − sin ( A0 ) ) (5.20)
(
H kMIN = max 0, H kMIN 3 ) (5.21)
The upper alteration’s limit is defined only from the 2nd marginal condition as the
domain does not set any constraint. Solving the equation (5.8) for Hk gives us:
1
H kMAX = Rk + ⋅ Cs ⋅ M n ⋅ π ⋅ cot ( A0 ) − Rk ⋅ csc ( A0 ) (5.22)
2
The equation (5.20) does not bear any discontinuity in the domain of primary
variables contrary to (5.22) which is infinited for rate of A0 equal to 0. In this case the
equation is ignored and applies that the upper limit of the domain of Hk which is in
any case the infinity.
• Dedendum (Hf)
Regarding the lower alteration’s limit of Hk , beyond that which has been set in the
domain: H f ∈ [0,+∞ ), it is designated from the 3rd condition. Solving the equation
for Hk gives us:
H f MIN 3 = − H k + ( R f + Rk ) ⋅ (1 − sin ( A0 ) ) (5.23)
(
H f MIN = max 0, H f MIN 3 ) (5.24)
The upper alteration’s limit is defined only from the 1st marginal condition as the
domain does not set any constraint. Solving the equation (5.7) ως προς Hf results in :
1
H f MAX =
2
(
⋅ (1 − Cs ) ⋅ M n ⋅ π ⋅ cot ( A0 ) − 2 R f ⋅ ( csc ( A0 ) − 1) ) (5.25)
The (5.23) does not bear any discontinuity in the domain of primary variables
contrary to (5.25) which is infinited for rate of A0 equal to 0. In this case the equation
is ignored and the upper limit of the domain of Hf is valid, which is in any case the
infinity.
● Semi angle of sides (A0)
As the lower alteration’s limit of A0 is concerned, beyond that, which has been set in
⎛ π⎞
the domain: A0 ∈ ⎜ 0, ⎟, it is designated from the 3rd condition. Solving the equation
⎝ 2⎠
for A0 gives:
⎛ H f + Hk ⎞
A0MIN 3 = arcsin ⎜1 − ⎟ (5.26)
⎜ R f + Rk ⎠⎟
⎝
So the lower limit is formulated as follows:
A0MIN = max 0, A0MIN 3 ( ) (5.27)
The upper alteration’s limit is designated, apart from the domain, also from the 1st and
the 2nd marginal condition. Solving the equations (5.7) and (5.8) for A0 gives us
⎧ ⎛ ⎞
⎪ ± arccos ⎜ 2 ⋅ H f ⋅ ( H f − 2R f ) ⎟
⎪ ⎜⎜ ⎟ (5.28)
( Cs − 1) ⋅ M n 2 ⋅ π 2 + 4 ⋅ H f ⋅ ( H f − 2 R f ) ⋅ ( H f − R f ) + ( Cs − 1) ⋅ M n ⋅ π ⋅ R f ⎟⎠
2
⎪ ⎝
A0MAX 1 =⎨
⎛ 2 ⋅ H f ⋅ ( H f − 2R f ⎞
⎪
⎪ ± arccos ⎜
) ⎟
⎜⎜ ⎟
⎪ ( Cs − 1) ⋅ M n 2 ⋅ π 2 + 4 ⋅ H f ⋅ ( H f − 2 R f ) ⋅ ( R f − H f ) + ( Cs − 1) ⋅ M n ⋅ π ⋅ R f ⎟⎠
2
⎩ ⎝
⎧ ⎛ 2 ⋅ H k ⋅ ( H k − 2 Rk ) ⎞
⎪ ± arccos ⎜ − ⎟
⎪
⎪
⎜
⎝ Cs ⋅ M n ⋅ π + 4 ⋅ H k ⋅ ( H k − 2 Rk ) ⋅ ( H k − Rk ) − Cs ⋅ M n ⋅ π ⋅ Rk
2 2 2 ⎟
⎠ (5.29)
A0MAX 2 =⎨
⎪ ⎛ 2 ⋅ H k ⋅ ( H k − 2 Rk ) ⎞
⎪± arccos ⎜ − ⎟
⎪⎩ ⎜
⎝ Cs ⋅ M n ⋅ π + 4 ⋅ H k ⋅ ( H k − 2 Rk ) ⋅ ( H k − Rk ) + Cs ⋅ M n ⋅ π ⋅ Rk
2 2 2 ⎟
⎠
So as for the equation (5.26) to be valid, the amount into the arcsin function must be
within the space [-1,1] and also must be Rf + Rk ≠ 0. The equations (5.28) and (5.29)
are complicated and in order for them to be valid there must be fullfilled the following
conditions:
- The numerator of the fractions inside the function arc(cos), must be lower or equal
to the denominator.
- The denominator of the fractions inside the function arc(cos), must not be equal to
zero.
- The radicand in the denominator of the fractions must be bigger or equal to zero.
The equations (5.28) and (5.29) can take totally up to 8 rates for every specific sum of
rates of the primary geometrical variables. Some of them may not be defined, some of
them can be infinited. These are not taken into account. It will be taken into account
only these which are within the domain of A0. Therefore:
⎛ π −⎞ (5.30)
A0MAX = min ⎜ A0MAX 1−1 , A0MAX 1−2 , A0MAX 1−3 , A0MAX 1−4 , A0MAX 2−1 , A0MAX 2−2 , A0MAX 2−3 , A0MAX 2−4 , ⎟
⎝ 2 ⎠
The implementation of all the mentioned mathematic equations which have been
extracted has been done in programming language of high level, in the environment of
Visual Basic. It has been taken into account the discontinuity’s points which exist in
every one and the code has been adapted accordingly, so as to collect parametrically
the following :
Scheme 6.1: The result of the change of the sides’ semi angle’s rate
Scheme 6.2: The result of the change of the tooth’s thickness factor
Scheme 6.3: The result of the change of the foot’s rounding radius
Scheme 6.4: The result of the change of the head’s rounding radius
Th. Costopoulos, Gearing and speed reducers, Editions 1985, 1989, 1995, 1999.
Laboratory of Machine Elements, Mechanical Engineering, NTUA