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Dansk standard DS/ISO/TR 6336-30:2017

2017-11-27

Beregning af cylindriske og spiralskårne


tandhjuls belastningskapacitet –
Del 30: Beregningseksempler til anvendelse
af ISO 6336 del 1,2,3 og 5
Calculation of load capacity of spur and helical gears –
Part 30: Calculation examples for the application of
ISO 6336 parts 1,2,3,5

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DS/ISO/TR 6336-30:2017
TECHNICAL ISO/TR
REPORT 6336-30

First edition
2017-11-03

Calculation of load capacity of spur


and helical gears —
Part 30:
Calculation examples for the
application of ISO 6336 parts 1,2,3,5
Calcul de la capacité de charge des engrenages cylindriques à
dentures droite et hélicoïdale —
Partie : Exemples de calculs selon l'ISO 6336 parties 1, 2, 3 et 5

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Reference number
ISO/TR 6336-30:2017(E)

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DS/ISO/TR 6336-30:2017
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Contents Page

Foreword......................................................................................................................................................................................................................................... iv
Introduction...................................................................................................................................................................................................................................v
1 Scope.................................................................................................................................................................................................................................. 1
2 Normative references....................................................................................................................................................................................... 1
3 Terms, definitions, symbols and units............................................................................................................................................ 1
3.1 Terms and definitions........................................................................................................................................................................ 1
3.2 Symbols and units................................................................................................................................................................................. 1
4 Worked examples................................................................................................................................................................................................. 5
4.1 General............................................................................................................................................................................................................ 5
4.2 Qualifying comments.......................................................................................................................................................................... 5
4.2.1 Calculation of base pitch deviation, fpb, and its application to the running
in allowances........................................................................................................................................................................ 5
4.2.2 Calculation of mesh stiffness, cγ ......................................................................................................................... 6
4.2.3 Application of lubricant film ZL, Zv and ZR, hardness ZW and size ZX
influence factors................................................................................................................................................................ 6
4.2.4 Application of work hardening factor, ZW .................................................................................................. 6
4.2.5 Determination of Rz ...................................................................................................................................................... 6
4.2.6 Face width for calculations involving double helical gears.......................................................... 6
4.2.7 Calculation of εβ for double helical gears.................................................................................................... 6
4.2.8 Calculation of fHβ5 and fHβ ....................................................................................................................................... 6
4.2.9 Helix tolerance fHβ5 and fHβ for double helical gears........................................................................ 6
4.2.10 Calculation of root diameter, df ........................................................................................................................... 7
4.2.11 Amendment to ISO 6336-3:2006, Formula (10) auxiliary value, E ..................................... 7
4.2.12 Calculations for internal gears.............................................................................................................................. 7
4.3 Example 1: Single helical case carburized gear pair................................................................................................ 8
4.4 Example 2: Single helical through-hardened gear pair...................................................................................... 12
4.5 Example 3: Spur through-hardened gear pair........................................................................................................... 16
4.6 Example 4: Spur case carburized gear pair.................................................................................................................. 20
4.7 Example 5: Spur gear pair with an induction hardened pinion and through-
hardened cast gear............................................................................................................................................................................ 24
4.8 Example 6: Spur internal through-hardened gear pair...................................................................................... 28

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4.9 Example 7: Double helical through-hardened gear pair................................................................................... 32
4.10 Example 8: Single helical case carburized gear pair............................................................................................. 36
Annex A (informative) Example 1 detailed calculation...................................................................................................................40
Bibliography.............................................................................................................................................................................................................................. 60

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Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out
through ISO technical committees. Each member body interested in a subject for which a technical
committee has been established has the right to be represented on that committee. International
organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.
ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www.iso.org/directives).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of
any patent rights identified during the development of the document will be in the Introduction and/or
on the ISO list of patent declarations received (see www.iso.org/patents).
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation on the voluntary nature of standards, the meaning of ISO specific terms and
expressions related to conformity assessment, as well as information about ISO's adherence to the
World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT) see the following
URL: www.iso.org/iso/foreword.html.
This document was prepared by Technical Committee ISO/TC 60, Gears, Subcommittee SC 2, Gear
capacity calculation.
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Introduction
The ISO 6336 series consists of International Standards, Technical Specifications (TS) and Technical
Reports (TR) under the general title Calculation of load capacity of spur and helical gears (see Table 1).
— International Standards contain calculation methods that are based on widely accepted practices
and have been validated.
— TS contain calculation methods that are still subject to further development.
— TR contain data that is informative, such as example calculations.
The procedures specified in ISO 6336-1 to ISO 6336-19 cover fatigue analyses for gear rating. The
procedures described in ISO 6336-20 to ISO 6336-29 are predominantly related to the tribological
behaviour of the lubricated flank surface contact. ISO 6336-30 to ISO 6336-39 include example
calculations. The ISO 6336 series allows the addition of new parts under appropriate numbers to reflect
knowledge gained in the future.
Requesting standardized calculations according to ISO 6336 without referring to specific parts requires
the use of only those parts that are designated as International Standards (see Table 1 for listing).
When requesting further calculations, the relevant part or parts of ISO 6336 need to be specified. Use
of a Technical Specification as acceptance criteria for a specific design needs to be agreed in advance
between manufacturer and purchaser.

Table 1 — Overview of ISO 6336


International Technical Technical
Calculation of load capacity of spur and helical gears
Standard Specification Report
Part 1: Basic principles, introduction and general influence factors X
Part 2: Calculation of surface durability (pitting) X
Part 3: Calculation of tooth bending strength X
Part 4: Calculation of tooth flank fracture load capacity X
Part 5: Strength and quality of materials X
Part 6: Calculation of service life under variable load X
Part 20: Calculation of scuffing load capacity (also applicable to bevel
and hypoid gears) — Flash temperature method X
(replaces: ISO/TR 13989-1)
Part 21: Calculation of scuffing load capacity (also applicable to bevel
and hypoid gears) — Integral temperature method X
(replaces: ISO/TR 13989-2)
Part 22: Calculation of micropitting load capacity
X
(replaces: ISO/TR 15144-1)
Part 30: Calculation examples for the application of ISO 6336-1,
X
ISO 6336-2, ISO 6336-3 and, ISO 6336-5
Part 31: Calculation examples of micropitting load capacity
X
(replaces: ISO/TR 15144-2)
NOTE   At the time of publication of this document, some of the parts listed here were under development. Consult the ISO
website.

This document provides worked examples for the application of the calculation procedures defined in
ISO 6336-1, ISO 6336-2, ISO 6336-3 and ISO 6336-5. The example calculations cover the application to
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spur, helical and double helical, external and internal cylindrical involute gears for both high speed
and low speed operating conditions, determining the ISO safety factors against tooth flank pitting and
tooth root bending strength for each gear set. The calculation procedures used are consistent with
those presented in ISO 6336-1, ISO 6336-2, ISO 6336-3 and ISO 6336-5, unless qualifying comments are
provided. Where qualifying comments have been included in this document, they reflect areas of the
calculation procedures presented in the current standards where points of clarification are required
or editorial errors have been identified. The changes defined within the qualifying comments will be

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implemented in future releases of ISO 6336-1, ISO 6336-2, ISO 6336-3 and ISO 6336-5. No additional
calculations are presented here that are outside of the referenced documents.
Eight worked examples are presented with the necessary input data for each gear set provided at the
beginning of the calculation. Calculation details are presented in full for one worked example, with all
following examples having summarized results data presented in tabular format.
For all calculations in this document, the ISO accuracy grades according to ISO 1328-1:1995 are applied.
Using the ISO tolerance classes of ISO 1328-1:2013 would lead to deviations of the calculation results.
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Calculation of load capacity of spur and helical gears —


Part 30: Calculation examples for the application of ISO
6336 parts 1,2,3,5

1 Scope
This document presents worked examples that apply exclusively the approximation methods for the
determination of specific influential factors, such as the dynamic factor, Kv, and the load distributions
factors KHα, KHβ, etc., where full analytical calculation procedures are provided within the referenced
parts of ISO 6336.
Worked examples covering the more advanced analysis techniques and methods are outside the scope
of this document.
The example calculations presented in this document are provided for guidance on the application
of ISO 6336-1, ISO 6336-2, ISO 6336-3 and ISO 6336-5. Any of the values, safety factors or the data
presented are not to be taken as recommended criteria for real gearing. Data presented within this
document are for the purpose of aiding the application of the calculation procedures of ISO 6336-1,
ISO 6336-2, ISO 6336-3 and ISO 6336-5.

2 Normative references
The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements of this document. For dated references, only the edition cited applies. For
undated references, the latest edition of the referenced document (including any amendments) applies.
ISO 1122-1, Vocabulary of gear terms — Part 1: Definitions related to geometry
ISO 6336 (all parts), Calculation of load capacity of spur and helical gears​

3 Terms, definitions, symbols and units

3.1 Terms and definitions


For the purposes of this document, the terms and definitions given in ISO 1122-1 and ISO 6336 (all
parts) apply.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https://www.iso.org/obp
— IEC Electropedia: available at https://www.electropedia.org/

3.2 Symbols and units


The units of length metre, millimetre and micrometre are chosen in accordance with common practice.
The conversions of the units are already included in the given formulae.

Symbol Description Unit


a centre distance mm
B1 constant —
B2 constant —
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Symbol Description Unit


Bf non-dimensional parameter —
BK non-dimensional parameter —
BP non-dimensional parameter —
b face width (total face width if double helical) mm
bB face width per helical if double helical (b/2) mm
beff contact face width mm
Ca tip relief μm
CB basic rack factor —
CM correction factor —
CR gear blank factor —
Cv1 constant —
Cv2 constant —
Cv3 constant —
Cv4 constant —
Cv5 constant —
Cv6 constant —
Cv7 constant —
CZL lubrication film factor exponent —
CZR roughness factor exponent —
c γα mean value of mesh stiffness per unit face width N/(mm·μm)
c γβ mean value of mesh stiffness per unit face width N/(mm·μm)
c′ maximum tooth stiffness per unit face width of gear pair N/(mm·μm)
c′th theoretical single stiffness N/(mm·μm)
da outside diameter mm
dan virtual tip diameter mm
dbn virtual base diameter mm
den virtual outer single tooth contact diameter mm
dm mean tooth diameter mm
dn virtual reference diameter mm
dw working pitch diameter mm
E auxiliary value (for form factor) —
Fβx initial equivalent misalignment μm
Fβy effective equivalent misalignment μm
f fαeff effective profile deviation after run in μm
FM mean transverse tangential load N
f fα profile form deviation (from ISO 1328-1:1995) μm
fHβ helix slope deviation (from ISO 1328-1:1995) μm
fma mesh misalignment μm
fpb transverse base pitch deviation μm
fpbeff effective single pitch deviation after run in μm
fpt transverse pitch deviation (from ISO 1328-1:1995) μm
fsh equivalent misalignment μm
Ft nominal tangential load N
FtH determinant tangential load N
G auxiliary value (for form factor) —
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Symbol Description Unit


H auxiliary value (for form factor) —
h tooth depth mm
hFe bending moment arm mm
hfP basic rack dedendum coefficient mm
hK tip chamfer mm
K constant —
KA application factor —
KFα transverse load factor —
KFβ face load factor —
KHα transverse load factor —
KHβ face load factor —
Kv dynamic factor —
k number of teeth spanned —
L auxiliary notch parameter —
mn normal module mm
mred reduced gear pair mass per unit face width kg/mm
N resonance ratio —
n1,2 rotation speed of pinion (or wheel) min−1
nE1 resonance speed min−1
NF exponent —
NL number of load cycles —
pbn virtual base pitch mm
q material allowance for finishing mm

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qs notch parameter —
qsT notch parameter of standard reference test piece —
q′ flexibility of pair of meshing teeth (mm·μm)/N
Ra arithmetic mean roughness value, Ra = 1/6 Rz μm
Rz mean peak-to-valley surface roughness (as specified in ISO 4287 and μm
ISO 4288)
Rz10 mean relative peak-to-valley roughness for gear pair μm
SF safety factor for bending —
SFn tooth root normal chord mm
SH safety factor for surface durability —
s bearing span offset mm
spr residual undercut mm
T1,2 nominal torque at pinion/wheel Nm
v tangential velocity m/s
Wk span measurement mm
x nominal profile shift coefficient —
xE effective profile shift coefficient —
YB rim thickness factor —
YDT deep tooth factor —
YF form factor —
YNT life factor —
YRrelT relative surface factor —

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Symbol Description Unit


YS stress correction factor —
YST stress correction factor, relevant to the dimensions of the reference test —
gears
YX size factor —
yα running in allowance μm
Yβ helix angle factor —
yβ running in allowance μm
YδrelT relative notch sensitivity factor for reference stress —
yf running in allowance μm
ZB single pair tooth contact factor —
Zβ helix angle factor —
ZD single pair tooth contact factor —
ZE elasticity factor N/mm2
Zε contact ratio factor —
ZH zone factor —
ZL lubricant factor —
z number of teeth —
zn virtual number of teeth —
ZNT life factor —
ZR roughness factor —
Zv velocity factor —
ZW work hardening factor —
ZX size factor —
αn normal pressure angle °

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αen virtual form factor pressure angle °
αFen virtual load direction angle °
αt transverse pressure angle °
αwt transverse working pressure angle °
β helix angle °
εα transverse contact ratio —
εαn virtual contact ratio —
εβ overlap ratio —
εγ total contact ratio —
γ auxiliary angle °
ν40 lubrication viscosity mm2/s
ρ material density kg/mm3
ρ radius of curvature mm
ρF radius of root fillet mm
ρfP root fillet radius of the basic rack for cylindrical gears mm
ρred relative radius of curvature mm
ρ′ slip layer thickness mm
θ auxiliary value (for form factor) rad
σFO nominal tooth root stress N/mm2
σF tooth root stress N/mm2
σFlim allowable stress number (bending) N/mm2

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Symbol Description Unit


σFP permissible bending stress N/mm2
σFPlonglife permissible bending stress (long life) N/mm2
σFPref permissible bending stress (reference condition) N/mm2
σH contact stress N/mm2
σH lim allowable stress number (surface) N/mm2
σHO nominal contact stress at pitch point N/mm2
σHP permissible contact stress N/mm2
σHPlonglife permissible contact stress (long life) N/mm2
σHPref permissible contact stress (reference) N/mm2
χ* relative stress gradient in root of a notch mm-1
χ*P stress gradient – smooth, polished test piece mm-1
χ* T stress gradient for reference test piece mm-1
1 pinion —
2 wheel —
1..9 general numbering —

4 Worked examples

4.1 General
This clause presents examples for the calculation of the safety factor for surface durability, SH, and
safety factor for tooth breakage, SF. For all examples where various calculation methods are presented
for the determination of specific influencing factors, the approximate methods detailed in the ISO 6336
series are applied. Where a specific method is used to calculate an influence parameter, the method
used is denoted as a subscript to that factor (as defined in ISO 6336-1).
In the examples presented, the calculations based on the input data result in specific aspects of the
rating procedure being invoked to highlight the influence of specific gear pair geometry, quality or
application.
For example 1, the full calculation procedure is presented including the formulae. For all subsequent
calculations, only the tabulated input and results data are provided.
In a number of areas, points of clarification of the procedure or specific criteria that differ slightly from
the definitions provided in ISO 6336-1, ISO 6336-2 and ISO 6336-3 are incorporated within the example
calculations. The points reflect the true intention of the procedures of ISO 6336-1, ISO 6336-2 and
ISO 6336-3 and are defined in 4.2.
NOTE 1 — The calculations and results presented were performed using computer-based procedures. If the
calculations are performed manually, it is possible that small differences between the results can appear.

NOTE 2 — In the presented results, all values for K factors are presented with rounding to two decimal places
(X,XX); however, for the actual calculations, the results for each factor have been used with unrounded values.

4.2 Qualifying comments

4.2.1 Calculation of base pitch deviation, fpb, and its application to the running in allowances

The value calculated for fpb is by means of Formula (1), and is applied without rounding:

f pb = f pt ⋅ cos (α t ) (1)

where fpt is provided by ISO 1328-1.

5
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For the calculation of the transverse load factor, KHα, and running in allowance, yα, the following logic is
applied from ISO 6336-1.
The criteria defined in ISO 6336-1:2006, 8.3.1, footnote 12 are to be applied only to ISO 6336-1:2006,
8.3.1 for the calculation of KHα and KFα. For the calculation of the running in allowance, yα, as per
ISO 6336-1:2006, 8.3.5, then footnote 12 should not be applied. fpb should never be replaced with ffα and
the greater of the values fpb1 and fpb2 is to be used for ISO 6336-1:2006, Formula (78).

4.2.2 Calculation of mesh stiffness, cγ

The calculation of mesh stiffness, c γ, in accordance with method B of ISO 6336-1:2006, 9.3.2, is applied
for all example calculations. For all c γ calculations, the use of nominal profile shift coefficient, x, and
nominal basic rack dedendum, hfP, is applied. The generating profile shift coefficient, xE , is not used,
even where xE is used for other strength calculations associated with the tooth root (e.g. example 7).

4.2.3 Application of lubricant film ZL, Zv and ZR, hardness ZW and size ZX influence factors

According to the ISO 6336 series, the permissible contact stress numbers for static and reference
condition, including all relevant influence factors as defined, need to be calculated. For limited life,
linear interpolation on a log–log scale, following the procedure of ZNT, between these two values needs
to be applied. Additional interpolation of ZL , Zv and ZR and ZW, ZX does not apply.

4.2.4 Application of work hardening factor, ZW

In example 5, where a surface-hardened pinion is used with a through-hardened wheel, the calculation
for ZW is invoked and applied separately to the pinion and wheel, i.e. ZW1 = 1,0 for hard pinion and
ZW2 is calculated in accordance with ISO 6336-2:2006, 13.2. This is due to the fact that only the softer
member benefits from the work hardening effect. For all other cases where both gears are either
through-hardened or surface-hardened, then ZW1,2 = 1 for both pinion and wheel.

4.2.5 Determination of Rz

The determination of Rz from the as specified Ra values is determined by the approximation suggested
in ISO 6336-2:2006, 12.3.1.3.1, footnote 3, where Rz = 6 Ra.

4.2.6 Face width for calculations involving double helical gears

For calculations involving double helical gears (such as example 7), and for the application of
ISO 6336-2:2006, Formula (35) the use of bB is to be used in place of b.

4.2.7 Calculation of εβ for double helical gears

For the calculation of εβ for double helical gears, the value should apply for only one helix. For example,
the value for face width, b, should be replaced with bB.

4.2.8 Calculation of fHβ5 and fHβ

The calculation of fHβ5 for use in the determination of the initial equivalent misalignment, Fβx, in
ISO 6336-1:2006, 7.5.2.3 is performed in accordance with ISO 1328-1 for accuracy grade 5 with the as
required rounding applied.

4.2.9 Helix tolerance fHβ5 and fHβ for double helical gears
--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

When calculating the helix deviation value fHβ5 and fHβ for double helical gears, the face width of one
helix should be used, i.e. bB.

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4.2.10 Calculation of root diameter, df

For all calculations presented within this document, the calculation of the root diameter, df, is performed
with the nominal profile shift coefficient, x, and not the effective profile shift coefficient, xE .

4.2.11 Amendment to ISO 6336-3:2006, Formula (10) auxiliary value, E

In ISO 6336-3:2006, Formula (10), the symbol ρfp should be replaced with ρfpv.

4.2.12 Calculations for internal gears

For all calculations involving internal gears (example 6), the input data uses negative values for
diameters as defined in ISO 6336 series; however, it should be noted that this is different from the
terminology of ISO 21771, which uses positive values.

--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

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4.3 Example 1: Single helical case carburized gear pair


For example 1, input values and output values are given in Tables 2 and 3, respectively.
A full calculation description is provided in Annex A.

Table 2 — Example 1 input values


Type Description Unit Symbol Pinion Wheel
Geometry Number of teeth — z 17 103
Normal module mm mn 8,00
Normal pressure angle — α 20,00
Helix angle — β 15,80
Hand of helix — — Left Right
Face width (total) mm b 100,00 100,00
Gap width mm — 0 0
Edge chamfer mm — 0,00 0,00
Contact face width (total) mm beff 100,00
Centre distance mm a 500,00
Span measurement mm Wk 38,196 307,943
Number of teeth spanned — k 2 13
Dimension between balls mm MdK — —
Ball diameter mm DM — —
Nominal profile shift coefficient — x 0,145 0,000
Generating profile shift coefficient (ref only) — xE (0,118) (−0,027)
Outside diameter mm da 159,66 872,35
Basic rack dedendum coefficient — hfP/mn 1,400 1,400
Tip chamfer mm 0,00 0,00
Basic rack fillet root radius coefficient — ρfP/mn 0,39 0,39
As cut basic rack undercut mm pr 0,00 0,00
Material allowance for finishing mm q 0,00 0,00
Residual undercut (calculated - pr-q) mm spr 0,00 0,00
Pinion cutter number of teeth — z0 — —
Pinion cutter profile shift (ref) — x0 — —
Flank finishing process — — As cut As cut
Root finishing process — — As cut As cut
Profile shift coefficient used for calculations — — Nominal Nominal
(x) (x)
Tip relief μm Ca 70
Quality ISO accuracy grade — — 5 5
Single pitch deviation μm ƒ pt 8,0 9,5
--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

Profile form deviation μm ƒ fα 10,0 12,0


Helix slope deviation μm fHβ 8,5 9,5
Surface roughness – flank Ra (Rz) μm — 1,0 (6,0) 1,0 (6,0)
Surface roughness – fillet Ra (Rz) μm — 3,0 (18,0) 3,0 (18,0)

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Table 2 (continued)
Type Description Unit Symbol Pinion Wheel
Material Material — — Eh Eh
Material quality — — MQ MQ
Case hardness — — 60 HRC 60 HRC
Core hardness — — 30 HRC 30 HRC
Young’s modulus N/mm2 E 206 000 206 000
Poisson’s ratio — v 0,3 0,3
Yield/proof stress N/mm2 σS/σ0.2 — —
Shot peen — — No No
Limited pitting allowable — — No No
Application Application factor — KA-A 1,00
Reverse bending — — No No
Favourable contact position — No No
Helix modification (ISO 6336-1:2006, — — None (No. 1)
Table 8)
Dynamic factor, Kv, calculation method — — Method B
Face load distribution factor, KHβ and KFβ, — — Method C
calculation method
Number of meshes — NM 1 1
Gear blank type — — Solid Solid
Web thickness mm bs — —
Inside diameter mm — — —
Number of webs — — — —
Arrangement (ISO 6336-1:2006, Figure 13) — — a
--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

Bearing span mm l 125,00 —


Bearing span offset mm s 0,00 —
External shaft diameter mm dsh 100,00 —
Internal shaft diameter mm dshi 0,00 —
Equivalent misalignment μm ƒsh As Formula (57)
Mesh misalignment μm ƒ ma As Formula (64)
Minimum safety factor pitting — SH min 1,00
Minimum safety factor tooth breakage — SF min 1,00
Lubrication viscosity mm2/s ν40 320
Load Torque kNm T1 9,000
Speed rpm n1 360,0
Required life hours — 50 000
Life factor for contact stress, ZNT, at 1010 cy- — — 0,85 0,85
cles
Life factor for tooth root stress, Y NT, at — — 0,85 0,85
1010 cycles

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Table 3 — Example 1 output values


Symbol Description Unit Pinion Gear
d Reference diameter mm 141,34 856,35
da Tip diameter mm 159,66 872,35
db Base circle diameter mm 132,20 800,97
df Root diameter (based on x) mm 121,26 833,96
dFf Root form diameter (based on x) mm 132,29 839,46
dNf Start of active profile diameter mm 132,92 845,23
dw Working pitch diameter mm 141,67 858,33
Ft Tangential tooth load N 127 352
KFα-B Transverse load factor (root stress) — 1,00
KFβ-C Face load factor (root stress) — 1,13
KHα-B Transverse load factor (contact stress) — 1,00
KHβ-C Face load factor (contact stress) — 1,16
Kv-B Dynamic factor — 1,00
SF Tooth root breakage safety factor — 1,86 1,98
SH Pitting safety factor — 1,03 1,09
v Pitch line velocity m/s 2,67
YB Rim thickness factor — 1,00 1,00
YDT Deep tooth factor — 1,00
YF Tooth form factor — 1,56 1,34
YNT Life factor for tooth root stress — 0,89 0,92
YRrelT Relative surface factor — 0,96 0,96
YS Stress correction factor — 1,82 2,07
YST Stress correction factor for reference gears — 2,00
YX Size factor — 0,97 0,97

--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---
YδrelT Relative notch sensitivity factor — 0,99 1,00
ZB Single pair tooth contact factor, pinion — 1,00
Zβ Helix angle factor (pitting) — 1,02
ZD Single pair tooth contact factor, wheel — 1,00
ZE Elasticity factor 189,81
N / mm ²
Zε Contact ratio factor — 0,80
ZH Zone factor — 2,40
ZL Lubrication factor — 1,05
ZNT Life factor for pitting stress — 0,91 0,96
ZR Roughness factor — 0,97
Zv Velocity factor — 0,97
ZW Work hardening factor — 1,00 1,00
ZX Size factor — 1,00
εα Transverse contact ratio — 1,55
εβ Overlap ratio — 1,08
εγ Total contact ratio — 2,63
σF0 Nominal tooth root stress N/mm2 393 383
σF Tooth root stress N/mm2 444 434
σF lim Limiting tooth root stress N/mm2 500 500

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Table 3 (continued)
Symbol Description Unit Pinion Gear
σFP Permissible tooth root stress N/mm2 825 861
σH Contact stress N/mm2 1 302 1 302
σH lim Limiting contact stress N/mm2 1 500 1 500
σH0 Nominal contact stress N/mm2 1 207
σHP Permissible contact stress N/mm2 1 338 1 415
Intermediate calculation values
Kv-B intermediate calculation values
c γα Mean value of mesh stiffness per unit face N/(mm·μm) 17,5
width (used for Kv-B, KHα-B, KFα-B)
c′ Maximum tooth stiffness per unit face width N/(mm·μm) 12,4
(single stiffness) of a tooth pair
mred Reduced gear pair mass per unit face width kg/mm 0,067
referenced to the line of action
N Resonance ratio — 0,04
KHβ-C intermediate calculation values
c γβ Mean value of mesh stiffness per unit face N/(mm·μm) 14,8
width (used for KHβ-C , KFβ-C )
fsh0 Shaft deformation under specific load μm 0,012
Fβx Initial equivalent misalignment (before μm 32,3
running in)
Fβy Initial equivalent misalignment (after μm 27,5
running in)
yα Running-in allowance for a gear pair μm 0,668
yβ Running-in allowance (equivalent μm 4,9
misalignment)
fpb Transverse base pitch deviation μm 8,9
Eq for Fβx — 52
fHβ5 Tolerance on helix slope deviation for ISO μm 9,5
accuracy grade 5
fsh Component of equivalent misalignment due μm 14,7
to deformations of pinion and wheel shafts
fma Mesh misalignment due to manufacturing μm 12,7
deviations
--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

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4.4 Example 2: Single helical through-hardened gear pair


For example 2, input values are given in Tables 4 and 5.

Table 4 — Example 2 input values


Type Description Unit Symbol Pinion Wheel
Geometry Number of teeth — z 17 103
Normal module mm mn 8,00
Normal pressure angle — α 20,00
Helix angle — β 15,80
Hand of helix — — Lefts Right
Face width (total) mm b 100,00 100,00
Gap width mm — — —
Edge chamfer mm — 0,00 0,00
Contact face width (total) mm beff 100,00
Centre distance mm a 500,00
Span measurement mm Wk 38,196 307,943
Number of teeth spanned — k 2 13
Dimension between balls mm MdK — —
Ball diameter mm DM — —
Nominal profile shift coefficient — x 0,145 0,000
Generating profile shift coefficient (ref only) — xE (0,118) (−0,027)
Outside diameter mm da 159,66 872,35
Basic rack dedendum coefficient — hfP/mn 1,250 1,250
Tip chamfer mm 0,00 0,00
Basic rack fillet root radius coefficient — ρfP/mn 0,39 0,39
As cut basic rack undercut mm pr 0,00 0,00
Material allowance for finishing mm q 0,00 0,00
Residual undercut (calculated - pr-q) mm spr 0,00 0,00
Pinion cutter number of teeth —   z0 — —
Pinion cutter profile shift (ref) — x0 — —
Flank finishing process — — As cut As cut
Root finishing process — — As cut As cut
Profile shift coefficient used for calculations — — Nominal (x) Nominal (x)
Tip relief μm Ca 70
Quality ISO accuracy grade — — 8 6
Single pitch deviation μm ƒ pt 23,0 14,0
Profile form deviation μm ƒ fα 28,0 17,0
Helix slope deviation μm fHβ 25,0 14,0
Surface roughness – flank Ra (Rz) μm — 3,0 (18,0) 3,0 (18,0)
Surface roughness – fillet Ra (Rz) μm — 3,0 (18,0) 3,0 (18,0)
--`,,,`````,```,,```,``

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Table 4 (continued)
Type Description Unit Symbol Pinion Wheel
Material Material — — V V
Material quality — — MQ MQ
Case hardness — — 310 HV 260 HV
Core hardness — — — —
Young’s modulus N/mm2 E 206 000 206 000
Poisson’s ratio — v 0,3 0,3
Yield/proof stress N/mm2 σS/σ0,2 500,0 500,0
Shot peen — — No No
Limited pitting allowable — — No No
Application Application factor — KA-A 1,00
Reverse bending — — No No
Favourable contact position — — No No
Helix modification (ISO 6336-1:2006, Table 8) — — None (No. 1)
Dynamic factor, Kv, calculation method — — Method B
Face load distribution factor, KHβ and KFβ, — — Method C
calculation method
Number of meshes — NM 1 1
Gear blank type — — Solid Solid
Web thickness mm bs — —
Inside diameter mm — — —
Number of webs — — — —
Arrangement (ISO 6336-1:2006, Figure 13) — — a
Bearing span mm l 125,00 —
Bearing span offset mm s 0,00 —
External shaft diameter mm dsh 100,00 —
Internal shaft diameter mm dshi 0,00 —
Equivalent misalignment μm ƒsh 15,0
Mesh misalignment μm ƒ ma 5,0
Minimum safety factor pitting — SH min 1,00
Minimum safety factor tooth breakage — SF min 1,00
Lubrication viscosity mm2/s ν40 320
Load Torque kNm T1 1,000
Speed rpm n1 360,0
Required life hours — 100 00
Life factor for contact stress, Y NT, at 1010 cy- — — 0,85 0,85
cles
Life factor for tooth root stress, Y NT, at — — 0,85 0,85
1010 cycles

 13
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Table 5 — Example 2 output values


Symbol Description Unit Pinion Gear
d Reference diameter mm 141,34 856,35
da Tip diameter mm 159,66 872,35
db Base circle diameter mm 132,20 800,97
df (based on x) Root diameter mm 123,66 836,36
dFf (based on x) Root form diameter mm 132,71 841,51
dNf Start of active profile diameter mm 132,92 845,23
dw Working pitch diameter mm 141,67 858,33
Ft Tangential tooth load N 14 150
KFα-B Transverse load factor (root stress) — 1,65
KFβ-C Face load factor (root stress) — 1,61
KHα-B Transverse load factor (contact stress) — 1,65
KHβ-C Face load factor (contact stress) — 1,78
Kv-B Dynamic factor — 1,04
SF Tooth root breakage safety factor — 4,77 4,60
SH Pitting safety factor — 0,86 0,85
v Pitch line velocity m/s 2,67
YB Rim thickness factor — 1,00 1,00
YDT Deep tooth factor — 1,00
YF Tooth form factor — 1,36 1,27
YNT Life factor for tooth root stress — 0,92 0,95
YRrelT Relative surface factor — 0,96 0,96
YS Stress correction factor — 1,97 2,16
YST Stress correction factor for reference gears — 2,00
YX Size factor — 0,98 0,98
YδrelT Relative notch sensitivity factor — 0,98 1,00
ZB Single pair tooth contact factor, pinion — 1,00
Zβ Helix angle factor (pitting) — 1,02
ZD Single pair tooth contact factor, wheel — 1,00

--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---
ZE Elasticity factor 189,81
N / mm ²
Zε Contact ratio factor — 0,80
ZH Zone factor — 2,40
ZL Lubrication factor — 1,09
ZNT Life factor for pitting stress — 0,96 1,03
ZR Roughness factor — 0,79
Zv Velocity factor — 0,93
ZW Work hardening factor — 1,00 1,00
ZX Size factor — 1,00
εα Transverse contact ratio — 1,55
εβ Overlap ratio — 1,08
εγ Total contact ratio — 2,63
σF0 Nominal tooth root stress N/mm2 41 42
σF Tooth root stress N/mm2 114 116
σF lim Limiting tooth root stress N/mm2 319 298

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Table 5 (continued)
Symbol Description Unit Pinion Gear
σFP Permissible tooth root stress N/mm2 545 535
σH Contact stress N/mm2 703 703
σH lim Limiting contact stress N/mm2 780 714
σH0 Nominal contact stress N/mm2 402
σHP Permissible contact stress N/mm2 603 599
Intermediate calculation values
Kv-B intermediate calculation values
c γα Mean value of mesh stiffness per unit face N/(mm·μm) 18,9
width (used for Kv-B, KHα-B, KFα-B)
c′ Maximum tooth stiffness per unit face width N/(mm·μm) 13,4
(single stiffness) of a tooth pair
mred Reduced gear pair mass per unit face width kg/mm 0,069
referenced to the line of action
N Resonance ratio — 0,04
KHβ-C intermediate calculation values
c γβ Mean value of mesh stiffness per unit face N/(mm·μm) 16,1
width (used for KHβ-C , KFβ-C )
fsh0 Shaft deformation under specific load μm —
Fβx Initial equivalent misalignment (before μm 25,0
running in)
Fβy Initial equivalent misalignment (after μm 14,2
running in)
yα Running-in allowance for a gear pair μm 4,61
yβ Running-in allowance (equivalent μm 10,7

--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---
misalignment)
fpb Transverse base pitch deviation μm —
Eq for Fβx — 52
fHβ5 Tolerance on helix slope deviation for ISO μm —
accuracy grade 5
fsh Component of equivalent misalignment due μm —
to deformations of pinion and wheel shafts
fma Mesh misalignment due to manufacturing μm —
deviations

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4.5 Example 3: Spur through-hardened gear pair


For example 3, input values and output values are given in Tables 6 and 7, respectively.

Table 6 — Example 3 input values


Type Description Unit Symbol Pinion Wheel
Geometry Number of teeth — z 17 108
Normal module mm mn 8,00
Normal pressure angle — α 20,00
Helix angle — β 0,00
Hand of helix — — Left Right
Face width (total) mm b 100,00 100,00
Gap width mm — 0,00 0,00
Edge chamfer mm — 0,00 0,00
Contact face width (total) mm beff 100,00
Centre distance mm a 500,00
Span measurement mm Wk 37,728 283,000
Number of teeth spanned — k 2 12
Dimension between balls mm MdK — —
Ball diameter mm DM — —
Nominal profile shift coefficient — x 0,100 −0,100
Generating profile shift coefficient (ref only) — xE (0,073) (−0,127)
Outside diameter mm da 153,60 878,40
Basic rack dedendum coefficient — hfP/mn 1,250 1,250
Tip chamfer mm — 0,00 0,00
Basic rack fillet root radius coefficient — ρfP/mn 0,45 0,40
As cut basic rack undercut mm pr 0,000 0,000
Material allowance for finishing mm q 0,000 0,000

--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---
Residual undercut (calculated - pr-q) mm spr 0,000 0,000
Pinion cutter number of teeth — z0 — —
Pinion cutter profile shift (ref) — x0 — —
Flank finishing process — — As cut As cut
Root finishing process — — As cut As cut
Profile shift coefficient used for calculations — Nominal (x) Nominal (x)
Tip relief μm Ca 70
Quality ISO accuracy grade — — 8 6
Single pitch deviation μm ƒ pt 23,0 14,0
Profile form deviation μm ƒ fα 28,0 17,0
Helix slope deviation μm fHβ 25,0 14,0
Surface roughness – flank Ra (Rz) μm — 3,0 (18,0) 3,0 (18,0)
Surface roughness – fillet Ra (Rz) μm — 3,0 (18,0) 3,0 (18,0)

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Table 6 (continued)
Type Description Unit Symbol Pinion Wheel
Material Material — — V V
Material quality — — MQ MQ
Case hardness — — 310 HV 260 HV
Core hardness — — — —
Young’s modulus N/mm2 E 206 000 206 000
Poisson’s ratio — v 0,3 0,3
Yield/proof stress N/mm2 σS/σ0,2 500,0 500,0
Shot peen — — No No
Limited pitting allowable — — No No
Application Application factor — KA-A 1,000
Reverse bending — — No No
Favourable contact position — — No No
Helix modification (ISO 6336-1:2006, — — None (No. 1)
Table 8)
Dynamic factor ,Kv, calculation method — — Method B
Face load distribution factor, KHβ and KFβ, — — Method C
calculation method
Number of meshes — NM 1 1
Gear blank type — Solid Solid
Web thickness mm bs — —
Inside diameter mm — — —
Number of webs — — — —
Arrangement (ISO 6336-1:2006, Figure 13) — — a
Bearing span mm l 100,0 —
Bearing span offset mm s 0,00 —
External shaft diameter mm dsh 100,00 —
Internal shaft diameter mm dshi 0,00 —
Equivalent misalignment μm ƒsh As Formula (57)
Mesh misalignment μm ƒ ma As Formula (64)
Minimum safety factor pitting — SH min 1,00
Minimum safety factor tooth breakage — SF min 1,00
Lubrication viscosity mm2/s ν40 320
Load Torque kNm T1 1,000
Speed rpm n1 360,0
Required life hours — 10 000
Life factor for contact stress, ZNT, at 1010 cy- — — 0,85 0,85
cles
Life factor for tooth root stress, Y NT, at — — 0,85 0,85
1010 cycles

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Table 7 — Example 3 output values


Symbol Description Unit Pinion Gear
d Reference diameter mm 136,00 864,00
da Tip diameter mm 153,60 878,40
db Base circle diameter mm 127,80 811,89
df (based on x) Root diameter mm 117,60 842,40
dFf (based on x) Root form diameter mm 127,97 847,96
dNf Start of active profile diameter mm 127,98 851,54
dw Working pitch diameter mm 136,00 864,00
Ft Tangential tooth load N 14706
KFα-B Transverse load factor (root stress) — 1,26
KFβ-C Face load factor (root stress) — 1,76
KHα-B Transverse load factor (contact stress) — 1,26
KHβ-C Face load factor (contact stress) — 1,99
Kv-B Dynamic factor — 1,05
SF Tooth root breakage safety factor — 4,77 4,62
SH Pitting safety factor — 0,73 0,79
v Pitch line velocity m/s 2,56
YB Rim thickness factor — 1,00 1,00
YDT Deep tooth factor — 1,00
YF Tooth form factor — 1,43 1,29
YNT Life factor for tooth root stress — 0,92 0,95
YRrelT Relative surface factor — 0,96 0,96
YS Stress correction factor — 1,86 2,09
YST Stress correction factor for reference gears — 2,00
YX Size factor — 0,98 0,98
YδrelT Relative notch sensitivity factor — 0,98 0,99
ZB Single pair tooth contact factor, pinion — 1,09
Zβ Helix angle factor (pitting) — 1,00
ZD Single pair tooth contact factor, wheel — 1,00
ZE Elasticity factor 189,81
N / mm ²
Zε Contact ratio factor — 0,88
ZH Zone factor — 2,49
ZL Lubrication factor — 1,09
ZNT Life factor for pitting stress — 0,96 1,03
ZR Roughness factor — 0,79
Zv Velocity factor — 0,93
ZW Work hardening factor — 1,00 1,00
ZX Size factor — 1,00
εα Transverse contact ratio — 1,66
εβ Overlap ratio — 0,00
εγ Total contact ratio — 1,66
σF0 Nominal tooth root stress N/mm2 49 50
σF Tooth root stress N/mm2 113 115
σF lim Limiting tooth root stress N/mm2 319 298

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Table 7 (continued)
Symbol Description Unit Pinion Gear
σFP Permissible tooth root stress N/mm2 541 533
σH Contact stress N/mm2 827 758
σH lim Limiting contact stress N/mm2 780 714
σH0 Nominal contact stress N/mm2 468
σHP Permissible contact stress N/mm2 600 599
Intermediate calculation values
Kv-B intermediate calculation values
c γα Mean value of mesh stiffness per unit face N/(mm·μm) 20,1
width (used for Kv-B, KHα-B, KFα-B)
c′ Maximum tooth stiffness per unit face width N/(mm·μm) 13,5
(single stiffness) of a tooth pair
mred Reduced gear pair mass per unit face width kg/mm 0,062
referenced to the line of action
N Resonance ratio — 0,04
KHβ-C intermediate calculation values
c γβ Mean value of mesh stiffness per unit face N/(mm·μm) 17,1
width (used for KHβ-C , KFβ-C )
fsh0 Shaft deformation under specific load μm 0,012
Fβx Initial equivalent misalignment (before μm 31,2
running in)
Fβy Initial equivalent misalignment (after μm 17,8
running in)
yα Running-in allowance for a gear pair μm 4,63
yβ Running-in allowance (equivalent μm 13,4
misalignment)
fpb Transverse base pitch deviation μm 21,6
Eq for Fβx — 52
fHβ5 Tolerance on helix slope deviation for ISO μm 9,5
accuracy grade 5
fsh Component of equivalent misalignment due μm 1,9
to deformations of pinion and wheel shafts
fma Mesh misalignment due to manufacturing μm 28,7
deviations
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4.6 Example 4: Spur case carburized gear pair


For example 4, input values and output values are given in Tables 8 and 9, respectively.

Table 8 — Example 4 input values


Type Description Unit Symbol Pinion Wheel
Geometry Number of teeth — z 17 108
Normal module mm mn 8,00
Normal pressure angle — α 20,00
Helix angle — β 0,00
Hand of helix — — Left Right
Face width (total) mm b 100,00 100,00
Gap width mm — 0,00 0,00
Edge chamfer mm — 0,00 0,00
Contact face width (total) mm beff 100,00
Centre distance mm a 500,00
Span measurement mm Wk 37,728 283,000
Number of teeth spanned — k 2 12
Dimension between balls mm MdK — —
Ball diameter mm DM — —
Nominal profile shift coefficient — x 0,100 −0,100
Generating profile shift coefficient (ref only) — xE (0,073) (−0,127)
Outside diameter mm da 154,60 878,40
Basic rack dedendum coefficient — hfP/mn 1,400 1,400

--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---
Tip chamfer mm — 0,00 0,00
Basic rack fillet root radius coefficient — ρfP/mn 0,39 0,39
As cut basic rack undercut mm pr 0,000 0,000
Material allowance for finishing mm q 0,000 0,000
Residual undercut (calculated - pr-q) mm spr 0,000 0,000
Pinion cutter number of teeth — z0 — —
Pinion cutter profile shift (ref) — x0 — —
Flank finishing process — — As cut As cut
Root finishing process — — As cut As cut
Profile shift coefficient used for calculations — Nominal (x) Nominal (x)
Tip relief μm Ca 70
Quality ISO accuracy grade — — 5 5
Single pitch deviation μm ƒ pt 8,0 9,5
Profile form deviation μm ƒ fα 10,0 12,0
Helix slope deviation μm fHβ 8,5 9,5
Surface roughness – flank Ra (Rz) μm — 1,0 (6,0) 1,0 (6,0)
Surface roughness – fillet Ra (Rz) μm 3,0 (18,0) 3,0 (18,0)

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Table 8 (continued)
Type Description Unit Symbol Pinion Wheel
Material Material — — Eh Eh
Material quality — — MQ MQ
Case hardness — — 60 HRC 60 HRC
Core hardness — — 30 HRC 30 HRC
Young’s modulus N/mm2 E 206 000 206 000
Poisson’s ratio — v 0,3 0,3
Yield/proof stress N/mm2 σS/σ0,2 — —
Shot peen — — No No
Limited pitting allowable — — No No
Application Application factor — KA-A 1,000
Reverse bending — — No No
Favourable contact position — — No No
Helix modification (ISO 6336-1:2006, — — None (No. 1)
Table 8)
Dynamic factor, Kv, calculation method — — Method B
Face load distribution factor, KHβ and KFβ, — — Method C
calculation method
Number of meshes — NM 1 1
Gear blank type — — Solid Solid
Web thickness mm bs — —
Inside diameter mm — — —
Number of webs — — — —
Arrangement (ISO 6336-1:2006, Figure 13) — — a
Bearing span mm l 100,0 —
Bearing span offset mm s 0,00 —
External shaft diameter mm dsh 100,00 —
Internal shaft diameter mm dshi 0,00 —
Equivalent misalignment μm ƒsh As Formula (57)
Mesh misalignment μm ƒ ma As Formula (64)
Minimum safety factor pitting — SH min 1,00
Minimum safety factor tooth breakage — SF min 1,00
Lubrication viscosity mm2/s ν40 320
Load Torque kNm T1 9,000
Speed rpm n1 360,0
Required life hours — 50 000
Life factor for contact stress, ZNT, at 1010 cy- — — 0,85 0,85
cles
Life factor for tooth root stress, Y NT, at — — 0,85 0,85
1010 cycles
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Table 9 — Example 4 output values


Symbol Description Unit Pinion Gear
d Reference diameter mm 136,00 864,00
da Tip diameter mm 153,60 878,40
db Base circle diameter mm 127,80 811,89
df Root diameter (based on x) mm 115,20 840,00
dFf Root form diameter (based on x) mm 127,80 845,87
dNf Start of active profile diameter mm 127,98 851,00
dw Working pitch diameter mm 136,00 864,00
Ft Tangential tooth load N 132353
KFα-B Transverse load factor (root stress) — 1,00
KFβ-C Face load factor (root stress) — 1,14
KHα-B Transverse load factor (contact stress) — 1,00
KHβ-C Face load factor (contact stress) — 1,18
Kv-B Dynamic factor — 1,01
SF Tooth root breakage safety factor — 1,46 1,68
SH Pitting safety factor — 0,82 0,93
v Pitch line velocity m/s 2,56
YB Rim thickness factor — 1,00 1,00
YDT Deep tooth factor — 1,00
YF Tooth form factor — 1,69 1,32
YNT Life factor for tooth root stress — 0,89 0,92
YRrelT Relative surface factor — 0,96 0,96
YS Stress correction factor — 1,75 2,04
YST Stress correction factor for reference gears — 2,00

--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---
YX Size factor — 0,97 0,97
YδrelT Relative notch sensitivity factor — 0,99 1,00
ZB Single pair tooth contact factor, pinion — 1,07
Zβ Helix angle factor (pitting) — 1,00
ZD Single pair tooth contact factor, wheel — 1,00
ZE Elasticity factor 189,81
N / mm ²
Zε Contact ratio factor — 0,88
ZH Zone factor — 2,49
ZL Lubrication factor — 1,05
ZNT Life factor for pitting stress — 0,91 0,96
ZR Roughness factor — 0,96
Zv Velocity factor — 0,97
ZW Work hardening factor — 1,00 1,00
ZX Size factor — 1,00
εα Transverse contact ratio — 1,70
εβ Overlap ratio — 0,00
εγ Total contact ratio — 1,70
σF0 Nominal tooth root stress N/mm2 490 446
σF Tooth root stress N/mm2 562 512
σF lim Limiting tooth root stress N/mm2 500 500

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Table 9 (continued)
Symbol Description Unit Pinion Gear
σFP Permissible tooth root stress N/mm2 823 860
σH Contact stress N/mm2 1 620 1 515
σH lim Limiting contact stress N/mm2 1 500 1 500
σH0 Nominal contact stress N/mm2 1 392
σHP Permissible contact stress N/mm2 1 335 1 412
Intermediate calculation values
Kv-B intermediate calculation values
c γα Mean value of mesh stiffness per unit face N/(mm·μm) 18,9
width (used for Kv-B, KHα-B, KFα-B)
c′ Maximum tooth stiffness per unit face width N/(mm·μm) 12,4
(single stiffness) of a tooth pair
mred Reduced gear pair mass per unit face width kg/mm 0,061

--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---
referenced to the line of action
N Resonance ratio — 0,04
KHβ-C intermediate calculation values
c γβ Mean value of mesh stiffness per unit face N/(mm·μm) 16,1
width (used for KHβ-C , KFβ-C )
fsh0 Shaft deformation under specific load μm 0,012
Fβx Initial equivalent misalignment (before μm 34,7
running in)
Fβy Initial equivalent misalignment (after μm 29,5
running in)
yα Running-in allowance for a gear pair μm 0,67
yβ Running-in allowance (equivalent μm 5,2
misalignment)
fpb Transverse base pitch deviation μm 8,9
Eq for Fβx — 52
fHβ5 Tolerance on helix slope deviation for ISO μm 9,5
accuracy grade 5
fsh Component of equivalent misalignment due μm 16,5
to deformations of pinion and wheel shafts
fma Mesh misalignment due to manufacturing μm 12,7
deviations

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4.7 Example 5: Spur gear pair with an induction hardened pinion and through-
hardened cast gear
For example 5, input values and output values are given in Tables 10 and 11, respectively.

Table 10 — Example 5 input values


Type Description Unit Symbol Pinion Wheel
Geometry Number of teeth — z 27 192
Normal module mm mn 32,00
Normal pressure angle — α 20,00
Helix angle — β 0,00
Hand of helix — — — —
Face width (total) mm b 500,00 500,00
Gap width mm — 0,00 0,00
Edge chamfer mm — 0,00 0,00
Contact face width (total) mm beff 500,00
Centre distance mm a 3 504,00
Span measurement mm Wk 247,771 2 022,148
--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

Number of teeth spanned — k 3 21


Dimension between balls mm MdK — —
Ball diameter mm DM — —
Nominal profile shift coefficient — x 0,000 0,000
Generating profile shift coefficient (ref only) — xE (−0,023) (−0,023)
Outside diameter mm da 928,00 6 208,00
Basic rack dedendum coefficient — hfP/mn 1,250 1,250
Tip chamfer mm 0,00 0,00
Basic rack fillet root radius coefficient — ρfP/mn 0,39 0,39
As cut basic rack undercut mm pr 0,000 0,000
Material allowance for finishing mm q 0,000 0,000
Residual undercut (calculated - pr-q) mm spr 0,000 0,000
Pinion cutter number of teeth — z0 — —
Pinion cutter profile shift (ref) — x0 — —
Flank finishing process — — As cut As cut
Root finishing process — — As cut As cut
Profile shift coefficient used for calculations — — Nominal (x) Nominal (x)
Tip relief μm Ca 0
Quality ISO accuracy grade — — 6 9
Single pitch deviation μm ƒ pt 24,0 94,0
Base pitch deviation μm ƒ pb — —
Profile form deviation μm ƒ fα 27,0 115,0
Helix slope deviation μm fHβ 21,0 76,0
Surface roughness – flank Ra (Rz) μm — 2,5 (15,0) 3,0 (18,0)
Surface roughness – fillet Ra (Rz) μm — 3,0 (18,0) 3,0 (18,0)

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Table 10 (continued)
Type Description Unit Symbol Pinion Wheel
Material Material — — IF St (cast)
Material quality — — ML MQ
Case hardness — — 550 HV 200 HBW
Core hardness — — 166 HV
Young’s modulus N/mm2 E 206 000 202 000
Poisson’s ratio — v 0,3 0,3
Yield/proof stress N/mm2 σS/σ0,2 400,0
Shot peen — No No
Limited pitting allowable — — No No
Application Application factor — KA-A 1,00
Reverse bending — — No No
Favourable contact position — — No No
Helix modification (ISO 6336-1:2006, Table 8) — — None (No. 1)
Dynamic factor, Kv, calculation method — — Method B
Face load distribution factor, K Hβ and K Fβ, — — Method C
calculation method
Number of meshes — NM 1 1
--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

Gear blank type — — Solid Solid


Web thickness mm bs — —
Inside diameter mm — — —
Number of webs — — — —
Arrangement (ISO 6336-1:2006, Figure 13) — — a
Bearing span mm l 1 000,00 —
Bearing span offset mm s 0,00 —
External shaft diameter mm dsh 400,00 —
Internal shaft diameter mm dshi 0,00 —
Equivalent misalignment μm ƒsh As Formula (57)
Mesh misalignment μm ƒ ma As Formula (64)
Minimum safety factor pitting — SH min 1,00
Minimum safety factor tooth breakage — SF min 1,00
Lubrication viscosity mm2/s ν40 160
Load Torque kNm T1 120,000
Speed rpm n1 200,0
Required life hours — 25 000
Life factor for contact stress, ZNT, at 1010 cy- — — 0,85 0,85
cles
Life factor for tooth root stress, Y NT, at — — 0,85 0,85
1010 cycles

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Table 11 — Example 5 output values


Symbol Description Unit Pinion Gear
d Reference diameter mm 864,00 6 144,00
da Tip diameter mm 928,00 6 208,00
db Base circle diameter mm 811,89 5 773,47
df Root diameter (based on x) mm 784,00 6 064,00
dFf Root form diameter (based on x) mm 819,26 6 082,93
dNf Start of active profile diameter mm 820,02 6 093,07
dw Working pitch diameter mm 864,00 6 144,00
Ft Tangential tooth load N 277 778
KFα-B Transverse load factor (root stress) — 1,45
KFβ-C Face load factor (root stress) — 1,49
KHα-B Transverse load factor (contact stress) — 1,34
KHβ-C Face load factor (contact stress) — 1,59
Kv-B Dynamic factor — 1,30
SF Tooth root breakage safety factor — 2,77 1,56
SH Pitting safety factor — 1,36 0,52
v Pitch line velocity m/s 9,05
YB Rim thickness factor — 1,00 1,00
YDT Deep tooth factor — 1,00
YF Tooth form factor — 1,28 1,12
YNT Life factor for tooth root stress — 0,91 0,95
YRrelT Relative surface factor — 0,96 0,98
YS Stress correction factor — 1,97 2,33
YST Stress correction factor for reference gears — 2,00
YX Size factor — 0,80 0,85
YδrelT Relative notch sensitivity factor — 0,99 1,00
ZB Single pair tooth contact factor, pinion — 1,06
Zβ Helix angle factor (pitting) — 1,00
ZD Single pair tooth contact factor, wheel — 1,00
ZE Elasticity factor 188,88
N / mm ²
Zε Contact ratio factor — 0,86
ZH Zone factor — 2,49
ZL Lubrication factor — 0,99
ZNT Life factor for pitting stress — 0,95 1,01
ZR Roughness factor — 0,88
Zv Velocity factor — 0,99
ZW Work hardening factor — 1,00 1,05
ZX Size factor — 1,00
εα Transverse contact ratio — 1,77
εβ Overlap ratio — 0,00
εγ Total contact ratio — 1,77
σF0 Nominal tooth root stress N/mm2 44 45
σF Tooth root stress N/mm2 123 126
σF lim Limiting tooth root stress N/mm2 244 125

26 
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Table 11 (continued)
Symbol Description Unit Pinion Gear
σFP Permissible tooth root stress N/mm2 340 197
σH Contact stress N/mm2 612 579
σH lim Limiting contact stress N/mm2 1 009 328
σH0 Nominal contact stress N/mm2 348
σHP Permissible contact stress N/mm2 830 304
Intermediate calculation values
Kv-B intermediate calculation values
c γα Mean value of mesh stiffness per unit face N/(mm·μm) 22,4
width (used for Kv-B, KHα-B, KFα-B)
c′ Maximum tooth stiffness per unit face width N/(mm·μm) 14,2
(single stiffness) of a tooth pair
mred Reduced gear pair mass per unit face width kg/mm 2,457
referenced to the line of action
N Resonance ratio — 0,19
KHβ-C intermediate calculation values
c γβ Mean value of mesh stiffness per unit face N/(mm·μm) 19,1
width (used for KHβ-C , KFβ-C )
fsh0 Shaft deformation under specific load μm 0,008
Fβx Initial equivalent misalignment (before μm 86,2
running in)
Fβy Initial equivalent misalignment (after μm 44,2
running in)
yα Running-in allowance for a gear pair μm 21,00
yβ Running-in allowance (equivalent μm 42,0
misalignment)
--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

fpb Transverse base pitch deviation μm 88,3


Eq for Fβx — 52
fHβ5 Tolerance on helix slope deviation for ISO μm 19,0
accuracy grade 5
fsh Component of equivalent misalignment due μm 5,6
to deformations of pinion and wheel shafts
fma Mesh misalignment due to manufacturing μm 78,8
deviations

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4.8 Example 6: Spur internal through-hardened gear pair


For example 6, input values and output values are given in Tables 12 and 13, respectively.

Table 12 — Example 6 input values


Type Description Unit Symbol Pinion Wheel
Geometry Number of teeth — z 15 −99
Normal module mm mn 12,00
Normal pressure angle — α 20,00
Helix angle — β 0,00
Hand of helix — — — —
Face width (total) mm b 125,00 125,00
Gap width mm — 0,00 0,00
Edge chamfer mm — 0,00 0,00
Contact face width (total) mm beff 125,00
Centre distance mm a −500,00
Span measurement mm Wk 58,161 —
Number of teeth spanned — k 2 —
Dimension between balls mm MdK — 1 154,900
Ball diameter mm DM — 21,60
Nominal profile shift coefficient — x 0,323 0,000
Generating profile shift coefficient (ref only) — xE (0,305) (−0,018)
Outside diameter mm da 211,75 −1 166,00
Basic rack dedendum coefficient — hfP/mn 1,250 1,250
Tip chamfer mm 0,00 0,00
Basic rack fillet root radius coefficient — ρfP/mn 0,39 0,00
As cut basic rack undercut mm pr 0,000 0,000
Material allowance for finishing mm q 0,000 0,000
Residual undercut (calculated - pr-q) mm spr 0,000 0,000
Pinion cutter number of teeth — z0 — 20
Pinion cutter profile shift (ref) — x0 — 0,00
Flank finishing process — — As cut As cut
Root finishing process — — As cut As cut
Profile shift coefficient used for calculations — — Nominal (x) Nominal (x)
Tip relief μm Ca 70
Quality ISO accuracy grade — — 6 8
Single pitch deviation μm ƒ pt 13,0 34,0
Profile form deviation μm ƒ fα 17,0 44,0
Helix slope deviation μm fHβ 12,0 29,0
Surface roughness – flank Ra (Rz) μm — 1,0 (6,0) 3,0 (18,0)
Surface roughness – fillet Ra (Rz) μm — 3,0 (18,0) 3,0 (18,0)
--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`--

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Table 12 (continued)
Type Description Unit Symbol Pinion Wheel
Material Material — — V V
Material quality — — MQ MQ
Case hardness various — 310 HV 260 HV
Core hardness various — — —
Young’s modulus N/mm2 E 206 000 206 000
Poisson’s ratio — v 0,3 0,3
Yield/proof stress N/mm2 σS/σ0,2 500,0 500,0
Shot peen — — No No
Limited pitting allowable — — No No
Application Application factor — KA-A 1,300
Reverse bending — — No No
Favourable contact position — — No No
Helix modification (ISO 6336-1:2006, — — None (No. 1)
Table 8)
Dynamic factor, Kv, calculation method — — Method B
Face load distribution factor, K Hβ and K Fβ, — — Method C
calculation method
Number of meshes — NM 1 1
Gear blank type — — Solid Solid
Web thickness mm bs — —
Inside diameter mm — — —
Number of webs — — — —
Arrangement (ISO 6336-1:2006, Figure 13) — — a
Bearing span mm l 200,0 —

--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---
Bearing span offset mm s 0,00 —
External shaft diameter mm dsh 100,00 —
Internal shaft diameter mm dshi 0,00 —
Equivalent misalignment μm ƒsh As Formula (57)
Mesh misalignment μm ƒ ma As Formula (64)
Minimum safety factor pitting — SH min 1,00
Minimum safety factor tooth breakage — SF min 1,00
Lubrication viscosity mm2/s ν40 320
Load Torque kNm T1 1,000
Speed rpm n1 360,0
Required life hours — 10 000
Life factor for contact stress, ZNT, at 1010 cy- — — 0,85 0,85
cles
Life factor for tooth root stress, Y NT, at — — 0,85 0,85
1010 cycles

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Table 13 — Example 6 output values


Symbol Description Unit Pinion Gear
d Reference diameter mm 180,00 −1 188,00
da Tip diameter mm 211,75 −1 166,00
db Base circle diameter mm 169,15 −1 116,36
df Root diameter (based on x) mm 157,75 −1 218,00
dFf Root form diameter (based on x) mm 169,77 −1 212,30
dNf Start of active profile diameter mm 169,90 −1 202,89
dw Working pitch diameter mm 178,57 −1 178,57
Ft Tangential tooth load N 11 111
KFα-B Transverse load factor (root stress) — 1,38
KFβ-C Face load factor (root stress) — 1,92
KHα-B Transverse load factor (contact stress) — 1,24
KHβ-C Face load factor (contact stress) — 2,28
Kv-B Dynamic factor — 1,12
SF Tooth root breakage safety factor — 6,89 5,37
SH Pitting safety factor — 1,14 1,14
v Pitch line velocity m/s 3,39
YB Rim thickness factor — 1,00 1,00
YDT Deep tooth factor — 1,00
YF Tooth form factor — 1,31 1,18
YNT Life factor for tooth root stress — 0,92 0,95
YRrelT Relative surface factor — 0,96 0,96
YS Stress correction factor — 2,08 3,14
YST Stress correction factor for reference gears — 2,00
YX Size factor — 0,96 0,96
YδrelT Relative notch sensitivity factor — 0,99 1,05
ZB Single pair tooth contact factor, pinion — 1,01
Zβ Helix angle factor (pitting) — 1,00
ZD Single pair tooth contact factor, wheel — 1,00
ZE Elasticity factor 189,81
N / mm ²
Zε Contact ratio factor — 0,9
ZH Zone factor — 2,59
ZL Lubrication factor — 1,09
ZNT Life factor for pitting stress — 0,96 1,03
ZR Roughness factor — 0,86
Zv Velocity factor — 0,95
ZW Work hardening factor — 1,00 1,00
ZX Size factor — 1,00
εα Transverse contact ratio — 1,57
εβ Overlap ratio — 0,00
εγ Total contact ratio — 1,57
σF0 Nominal tooth root stress N/mm2 20 27
σF Tooth root stress N/mm2 78 105
σF lim Limiting tooth root stress N/mm2 319 298

30
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Table 13 (continued)
Symbol Description Unit Pinion Gear
σFP Permissible tooth root stress N/mm2 535 566
σH Contact stress N/mm2 583 579
σH lim Limiting contact stress N/mm2 780 714
σH0 Nominal contact stress N/mm2 286
σHP Permissible contact stress N/mm2 662 660
Intermediate calculation values
Kv-B intermediate calculation values
c γα Mean value of mesh stiffness per unit face N/(mm·μm) 20,8
width (used for Kv-B, KHα-B, KFα-B)
c′ Maximum tooth stiffness per unit face width N/(mm·μm) 14,6
(single stiffness) of a tooth pair
mred Reduced gear pair mass per unit face width kg/mm 0,125
referenced to the line of action
N Resonance ratio — 0,04
KHβ-C intermediate calculation values
c γβ Mean value of mesh stiffness per unit face N/(mm·μm) 17,7
width (used for KHβ-C , KFβ-C )
fsh0 Shaft deformation under specific load μm 0,011
Fβx Initial equivalent misalignment (before μm 33,3
running in)
Fβy Initial equivalent misalignment (after μm 19,0
running in)
yα Running-in allowance for a gear pair μm 6,84
yβ Running-in allowance (equivalent μm 14,3
misalignment)
fpb Transverse base pitch deviation μm 31,9
Eq for Fβx — 52
fHβ5 Tolerance on helix slope deviation for ISO μm 10,0
accuracy grade 5
fsh Component of equivalent misalignment due μm 1,4
to deformations of pinion and wheel shafts
fma Mesh misalignment due to manufacturing μm 31,4
deviations
--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

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4.9 Example 7: Double helical through-hardened gear pair


For example 7, input values and output values are given in Tables 14 and 15, respectively.

Table 14 — Example 7 input values


Type Description Unit Symbol Pinion Wheel
Geometry Number of teeth — z 86 429
Normal module mm mn 1,693 3 (15 DP)
Normal pressure angle — α 20,00
helix angle — β 18,31
Hand of helix — — Double helical
Face width (total) mm b 165,1 165,1
(82,55 × 2) (82,55 × 2)
Gap width mm — 50,80 50,80
Edge chamfer mm — 0,00 0,00
Contact face width (total) mm — 165,1 (82,55 × 2)
Centre distance mm a 460,38
Span measurement mm Wk 60,068 289,367
Number of teeth spanned — k 12 56
Dimension between balls mm MdK — —
Ball diameter mm DM — —
Nominal profile shift coefficient — x 0,3615 0,2863
Generating profile shift coefficient (ref only) — xE (0,186 1) (0,110 4)
Outside diameter mm da 157,99 769,52
Basic rack dedendum coefficient — hfP/mn 1,250 1,250
Tip chamfer mm 0,00 0,00
Basic rack fillet root radius coefficient — ρfP/mn 0,38 0,38
As cut basic rack undercut mm pr 0,000 0,000
--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

Material allowance for finishing mm q 0,000 0,000


Residual undercut (calculated - pr-q) mm spr 0,000 0,000
Pinion cutter number of teeth — z0 — —
Pinion cutter profile shift (ref) — x0 — —
Flank finishing process — — As cut As cut
Root finishing process — — As cut As cut
Profile shift coefficient used for calculations — — Generatinga Generatinga
(xE) (xE)
Tip relief μm Ca 13
a Due to the reduction in tooth thickness resulting from the gear backlash as defined by the gear span size for this case,
the application of generating profile coefficient, xE , is required for the calculation of root form factor, YF, and root stress
correction factor, YS . In accordance with ISO 6336-3:2006, 6.1, where the calculated tooth root thickness as determined by
xE results in a reduction in tooth thickness of ≥0,05 mn of that determined using x, then xE should be applied. The tooth root
thickness assessment is taken at the root form diameter, dNf.

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Table 14 (continued)
Type Description Unit Symbol Pinion Wheel
Quality ISO accuracy grade — — 5 5
Single pitch deviation μm ƒ pt 6,0 7,5
Base pitch deviation μm ƒ pb — —
Profile form deviation μm ƒ fα 5,5 7,5
Helix slope deviation μm fHβ 8,5 9,5
Surface roughness – flank Ra (Rz) μm — 1,0 (6,0) 1,0 (6,0)
Surface roughness – fillet Ra (Rz) μm — 3,0 (18,0) 3,0 (18,0)
Material Material — — V V
Material quality — — MQ MQ
Case hardness — — 350 HB 300 HB
Core hardness — — — —
Limiting contact stress N/mm2 σHlim 701 652
Limiting tooth root stress N/mm2 σFlim 251 239
Young’s modulus N/mm2 E 206 000 206 000
Poisson’s ratio — v 0,3 0,3
Yield/proof stress N/mm2 σS/σ0,2 1 000,0 1 000,0
Shot peen — — No No
Limited pitting allowable — — Yes Yes
Application Application factor — KA-A 1,000
Reverse bending — — No No
Favourable contact position — — Yes Yes
Helix modification (ISO 6336-1:2006, — — None (No. 1)
Table 8)
Dynamic factor, KV, calculation method — — Method B
Face load distribution factor, K Hβ and K Fβ, — — Method C
calculation method
Number of meshes — NM 1 1
Gear blank type — — Solid Solid
Web thickness mm bs — —
Inside diameter mm — — —
Number of webs — — — —
--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

Arrangement (ISO 6336-1:2006, Figure 13) — — a


Bearing span mm l 355,600 —
Bearing span offset mm s 0,00 —
External shaft diameter mm dsh 63,50 —
Internal shaft diameter mm dshi 0,00 —
Equivalent misalignment μm ƒsh As Formula (57)
Mesh misalignment μm ƒ ma As Formula (64)
Minimum safety factor pitting — SH min 1,00
Minimum safety factor tooth breakage — SF min 1,00
Lubrication viscosity mm2/s ν40 25
a Due to the reduction in tooth thickness resulting from the gear backlash as defined by the gear span size for this case,
the application of generating profile coefficient, xE , is required for the calculation of root form factor, YF, and root stress
correction factor, YS . In accordance with ISO 6336-3:2006, 6.1, where the calculated tooth root thickness as determined by
xE results in a reduction in tooth thickness of ≥0,05 mn of that determined using x, then xE should be applied. The tooth root
thickness assessment is taken at the root form diameter, dNf.

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Table 14 (continued)
Type Description Unit Symbol Pinion Wheel
Load Torque kNm T1 0,528
Speed rpm n1 5 400,0
Required life hours — 30 000
Life factor for contact stress, ZNT, at 1010 cy- — — 0,85 0,85
cles
Life factor for tooth root stress, Y NT, at — — 0,85 0,85
1010 cycles
a Due to the reduction in tooth thickness resulting from the gear backlash as defined by the gear span size for this case,
the application of generating profile coefficient, xE , is required for the calculation of root form factor, YF, and root stress
correction factor, YS . In accordance with ISO 6336-3:2006, 6.1, where the calculated tooth root thickness as determined by
xE results in a reduction in tooth thickness of ≥0,05 mn of that determined using x, then xE should be applied. The tooth root
thickness assessment is taken at the root form diameter, dNf.

Table 15 — Example 7 output values


Symbol Description Unit Pinion Gear
d Reference diameter mm 153,39 765,17
da Tip diameter mm 157,99 769,52
db Base circle diameter mm 143,23 714,47
df Root diameter (based on x) mm 150,38 761,92
--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

dFf Root form diameter (based on x) mm 151,34 762,79


dNf Start of active profile diameter mm 151,40 763,15
dw Working pitch diameter mm 153,76 767,00
Ft Tangential tooth load N 6 884
KFα-B Transverse load factor (root stress) — 1,44
KFβ-C Face load factor (root stress) — 1,41
KHα-B Transverse load factor (contact stress) — 1,44
KHβ-C Face load factor (contact stress) — 1,43
Kv-B Dynamic factor — 1,81
SF Tooth root breakage safety factor — 2,01 1,85
SH Pitting safety factor — 1,32 1,38
v Pitch line velocity m/s 43,37
YB Rim thickness factor — 1,00 1,00
YDT Deep tooth factor — 1,00
YF Tooth form factor — 1,17 1,21
YNT Life factor for tooth root stress — 0,85 0,88
YRrelT Relative surface factor — 0,96 0,96
YS Stress correction factor — 2,30 2,36
YST Stress correction factor for reference gears — 2,00
YX Size factor — 1,00 1,00
YδrelT Relative notch sensitivity factor — 1,00 1,00
ZB Single pair tooth contact factor, pinion — 1,00
Zβ Helix angle factor (pitting) — 1,03
ZD Single pair tooth contact factor, wheel — 1,00
ZE Elasticity factor 189,81
N / mm ²
Zε Contact ratio factor — 0,77

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Table 15 (continued)
Symbol Description Unit Pinion Gear
ZH Zone factor — 2,37
ZL Lubrication factor — 0,85
ZNT Life factor for pitting stress — 0,85 0,95
ZR Roughness factor — 0,94
Zv Velocity factor — 1,09
ZW Work hardening factor — 1,00
ZX Size factor — 1,00
εα Transverse contact ratio — 1,68
εβ Overlap ratio — 4,87
εγ Total contact ratio — 6,56
σF0 Nominal tooth root stress N/mm2 56 60
σF Tooth root stress N/mm2 205 220
σF lim Limiting tooth root stress (input data) N/mm2 251 239
σFP Permissible tooth root stress N/mm2 344 338
σH Contact stress N/mm2 392 392
σH lim Limiting contact stress (input data) N/mm2 701 652
σH0 Nominal contact stress N/mm2 203
σHP Permissible contact stress N/mm2 518 540
Intermediate calculation values
Kv-B intermediate calculation values
c γα Mean value of mesh stiffness per unit face N/(mm·μm) 19,3
width (used for Kv-B, KHα-B, KFα-B)
c′ Maximum tooth stiffness per unit face width N/(mm·μm) 12,7
(single stiffness) of a tooth pair
mred Reduced gear pair mass per unit face width kg/mm 0,081
referenced to the line of action
N Resonance ratio — 3,16
KHβ-C intermediate calculation values
c γβ Mean value of mesh stiffness per unit face N/(mm·μm) 16,4
width (used for KHβ-C , KFβ-C )
fsh0 Shaft deformation under specific load μm 0,020
Fβx Initial equivalent misalignment (before μm 7,5
running in)
Fβy Initial equivalent misalignment (after μm 3,9
running in)
yα Running-in allowance for a gear pair μm 1,66
yβ Running-in allowance (equivalent μm 3,6
misalignment)
fpb Transverse base pitch deviation μm 7,0
Eq for Fβx — 53
fHβ5 Tolerance on helix slope deviation for ISO μm 9,5
accuracy grade 5
--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

fsh Component of equivalent misalignment due μm 1,5


to deformations of pinion and wheel shafts
fma Mesh misalignment due to manufacturing μm 12,7
deviations

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4.10 Example 8: Single helical case carburized gear pair


NOTE — Example 8 is the application of residual protuberance, pr.

For example 8, input values and output values are given in Tables 16 and 17, respectively.

Table 16 — Example 8 input values


Type Description Unit Symbol Pinion Wheel
Geometry Number of teeth — z 15 63
Normal module mm mn 4,50
Normal pressure angle — α 20,00
Helix angle — β 11,00
Hand of helix — — Left Right
Face width (total) mm b 78,74 76,20
Gap width mm — 0,00 0,00
Edge chamfer mm — 0,00 0,00
Contact face width (total) mm beff 76,20
Centre distance mm a 182,88
Span measurement mm Wk 35,706 118,358
Number of teeth spanned — k 3 9
Dimension between balls mm MdK — —
Ball diameter mm DM — —
Nominal profile shift coefficient — x 0,541 3 0,439 3
Generating profile shift coefficient (ref only) — xE (0,486 7) (0,407 0)
Outside diameter mm da 82,19 301,55
Basic rack dedendum coefficient — hfP/mn 1,516 1,516
Tip chamfer mm — 0,00 0,00
Basic rack fillet root radius coefficient — ρfP/mn 0,40 0,40
As cut basic rack undercut mm pr 0,267 0,267
Material allowance for finishing mm q 0,220 0,220
Residual undercut (calculated - pr-q) mm spr 0,047 0,047
Cutting tool protuberance angle — — 10° 10°
Pinion cutter number of teeth — z0 — —
Pinion cutter profile shift (ref) — x0 — —
Flank finishing process — — Cut and Cut and
ground ground
Root finishing process — — As cut As cut
Profile shift coefficient used for calculations — — Nominal (x) Nominal (x)
Tip relief μm Ca 13
Quality ISO accuracy grade — — 6 6
Single pitch deviation μm ƒ pt 9,0 11,0
Base pitch deviation μm ƒ pb
Profile form deviation μm ƒ fα 10,0 13,0
Helix slope deviation μm fHβ 10,0 11,0
Surface roughness – flank Ra (Rz) μm — 0,38 (2,3) 0,38 (2,3)
Surface roughness – fillet Ra (Rz) μm — 3,0 (18,0) 3,0 (18,0)

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Table 16 (continued)
Type Description Unit Symbol Pinion Wheel
Material Material — — Eh Eh
Material quality — — MQ MQ
Case hardness — — 58 HRC 58 HRC
Core hardness — — 30 HRC 30 HRC
Young’s modulus N/mm2 E 206 000 206 000
Poisson’s ratio — v 0,3 0,3
Yield/proof stress N/mm2 σS/σ0,2 689,5 689,5
Shot peen — — No No
Limited pitting allowable — — No No
Application Application factor — KA-A 1,000
Reverse bending — — No No
Favourable contact position — — Yes Yes
Helix modification (ISO 6336-1:2006, — — Helix + Crowning
Table 8) (No. 5)
Dynamic factor, Kv, calculation method — — Method B
Face load distribution factor, K Hβ and K Fβ, — — Method C
calculation method
Number of meshes — NM 1 1
Gear blank type — — Solid Solid
Web thickness mm bs — —
Inside diameter mm — — —
Number of webs — — — —
Arrangement (ISO 6336-1:2006, Figure 13) — — b
Bearing span mm l 331,724 —
Bearing span offset mm s 67,56 —
External shaft diameter mm dsh 63,50 —
dshi —
--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

Internal shaft diameter mm 0,00


Equivalent misalignment μm fsh As Formula (57)
Mesh misalignment μm ƒ ma As Formula (64)
Minimum safety factor pitting — SH min 1,00
Minimum safety factor tooth breakage — SF min 1,00
Lubrication viscosity mm2/s ν40 220
Load Torque kNm T1 1,494
Speed rpm n1 1 430,0
Required life hours — 10 000
Life factor for contact stress, ZNT, at 1010 cy- — — 1,00 1,00
cles
Life factor for tooth root stress, Y NT, at — — 1,00 1,00
1010 cycles

Table 17 — Example 8 output values


Symbol Description Unit Pinion Gear
d Reference diameter mm 68,76 288,81
da Tip diameter mm 82,19 301,55
db Base circle diameter mm 64,47 270,79

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Table 17 (continued)
Symbol Description Unit Pinion Gear
df Root diameter mm 60,79 280,12
(based on xE — pre-hobbing)
dFf Root form diameter mm 65,87 284,04
(based on xE — grinding)
dNf Start of active profile diameter mm 65,88 287,05
dw Working pitch diameter mm 70,34 295,42
Ft Tangential tooth load N 43 451
KFα-B Transverse load factor (root stress) — 1,05
KFβ-C Face load factor (root stress) — 1,05
KHα-B Transverse load factor (contact stress) — 1,05
KHβ-C Face load factor (contact stress) — 1,06
Kv-B Dynamic factor — 1,02
SF Tooth root breakage safety factor — 2,69 2,43
SH Pitting safety factor — 1,23 1,23
v Pitch line velocity m/s 5,15
YB Rim thickness factor — 1,00 1,00
YDT Deep tooth factor — 1,00
YF Tooth form factor — 1,39 1,49
YNT Life factor for tooth root stress — 1,00 1,00

--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---
YRrelT Relative surface factor — 0,96 0,96
YS Stress correction factor — 2,06 2,07
YST Stress correction factor for reference gears — 2,00
YX Size factor — 1,00 1,00
YδrelT Relative notch sensitivity factor — 1,00 1,00
ZB Single pair tooth contact factor, pinion — 1,00
Zβ Helix angle factor (pitting) — 1,01
ZD Single pair tooth contact factor, wheel — 1,00
ZE Elasticity factor 189,81
N / mm ²
Zε Contact ratio factor — 0,85
ZH Zone factor — 2,27
ZL Lubrication factor — 1,02
ZNT Life factor for pitting stress — 1,00 1,00
ZR Roughness factor — 1,03
Zv Velocity factor — 0,98
ZW Work hardening factor — 1,00
ZX Size factor — 1,00
εα Transverse contact ratio — 1,39
εβ Overlap ratio — 1,03
εγ Total contact ratio — 2,41
σF0 Nominal tooth root stress N/mm2 318 353
σF Tooth root stress N/mm2 357 397
σF lim Limiting tooth root stress N/mm2 500 500
σFP Permissible tooth root stress N/mm2 963 965
σH Contact stress N/mm2 1 257 1 257

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Table 17 (continued)
Symbol Description Unit Pinion Gear
σH lim Limiting contact stress N/mm2 1 500 1 500
σH0 Nominal contact stress N/mm2 1 181
σHP Permissible contact stress N/mm2 1 542 1 542
Intermediate calculation values
Kv-B intermediate calculation values
c γα Mean value of mesh stiffness per unit face N/(mm·μm) 17,5
width (used for Kv-B, KHα-B, KFα-B)
c′ Maximum tooth stiffness per unit face N/(mm·μm) 13,5
width (single stiffness) of a tooth pair
mred Reduced gear pair mass per unit face kg/mm 0,018
width referenced to the line of action
N Resonance ratio — 0,07
KHβ-C intermediate calculation values
c γβ Mean value of mesh stiffness per unit face N/(mm·μm) 14,8
width (used for KHβ-C , KFβ-C )
fsh0 Shaft deformation under specific load μm 0,136
Fβx Initial equivalent misalignment (before μm 5,5
running in)
Fβy Initial equivalent misalignment (after μm 4,7
running in)
yα Running-in allowance for a gear pair μm 0,77
yβ Running-in allowance (equivalent μm 0,8
misalignment)
fpb Transverse base pitch deviation μm 10,3
Eq for Fβx — 55
fHβ5 Tolerance on helix slope deviation for μm 8,0
ISO accuracy grade 5
fsh Component of equivalent misalignment μm 79,0
due to deformations of pinion and wheel
shafts
fma Mesh misalignment due to manufacturing μm 14,9
deviations

 39
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Annex A
(informative)

Example 1 detailed calculation

A.1 General
This annex contains the detailed calculation example 1. The formulae are numbered according to the
respective referenced document.

A.2 Defined data


The defined data are shown in Tables A.1, A.2 and A.3.

Table A.1 — Gear geometry


Description Pinion Wheel
Number of teeth z1 = 17 z2 = 103
Normal module mn = 8
Normal pressure angle αn = 20,00°
Helix angle β = 15,8°
Hand of helix Left Right
Face width b1 = 100 mm b2 = 100 mm
Contact face width b = 100 mm
Centre distance aw = 500 mm
Nominal addendum correction factor x1 = 0,145 x2 = 0
Span measurement W k1 = 38,196 mm W k2 = 307,943 mm
Number of teeth spanned k1 = 2 k2 = 13
Outside diameter da1 = 159,66 mm da2 = 872,35 mm
Basic rack dedendum hfP1 = 1,4 mn mm hfP2 = 1,4 mn = 11,2 mm
Basic rack fillet root radius ρfP1 = 0,39 mn mm ρfP2 = 0,39 mn = 3,12 mm
Residual undercut spr1 = 0,00 mm spr2 = 0,00 mm
Material allowance for finishing q1 = 0,00 mm q2 = 0,00 mm
Tip relief Ca = 70 μm

Table A.2 — Gear quality


--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

Description Pinion Wheel


ISO accuracy grade Q=5 Q=5
Transverse pitch deviation fpt1 = 8,0 μm fpt2 = 9,5 μm
Profile form deviation fα1 = 10,0 μm fα2 = 12,0 μm
Helix slope deviation Hβ1 = 8,5 μm Hβ2 = 9,5 μm
Surface roughness (Ra) RaH1 = 1,0 μm RaH2 = 1,0 μm
Fillet roughness (Ra) RaF1 = 3,0 μm RaF2 = 3,0 μm

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Table A.3 — Material data


Description Pinion Wheel
Material type Eh Eh
Material quality MQ MQ
Case hardness (HRC) 60 60
Core hardness (HRC) 30 30
Young’s modulus E1 = 206 000 N/mm2 E2 = 206 000 N/mm2
Poisson’s ratio v1 = 0,3 v2 = 0,3
Yield/proof stress σS1 = 500 σS2 = 500
Shot peen No No
Limited pitting allowable No No

A.3 ISO 6336‑5:2016 — Allowable stress values for contact and bending
5.5 Allowable contact stress number, σH lim

--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---
For material Eh with MQ quality (see ISO 6336-5:2016, Table 1),

σ H lim = 1500 N/mm 2

Minimum required safety value for contact, SH min = 1,00


Allowable stress numbers (bending), σF lim
For material Eh, material quality MQ with core hardness ≥  = 30 HRC (see ISO 6336-5:2016, Figure 10),

σ F lim = 500 N/mm 2

Minimum safety value for bending, SF min = 1,00

A.4 Application data


See Table A.4.

Table A.4 — Application data


Description Pinion Wheel
Application factor KA = 1,00
Reverse bending No No
Favourable contact position No No
Helix modification No No
Number of mesh contacts NM1 = 1 NM2 = 1
Gear blank type Solid Solid
Bearing span offset s1 = 0,00 mm
Equivalent misalignment fsh = 0 μm
Mesh misalignment fma = 0 μm
Lubrication viscosity ν40 = 320 cSt

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A.5 Load data


See Table A.5.

Table A.5 — Load data


Description Pinion Wheel
Pinion torque T1 = 9 000 Nm
Pinion speed n1 = 360 rpm
Required life Lh = 50 000 h

A.6 Supplementary calculations

Gear ratio z2
u= = 6 , 058 82
z1

Transverse module mn
mt = = 8 , 314 12 mm
cos ( β )

Reference diameter d1 = z 1 mt = 141 , 34011 mm


d 2 = z 2 mt = 856 , 354 80 mm

Involute normal invα t = tan (α n ) − α n = 0 , 014 90 rad


pressure angle

Transverse pressure  tan(α n ) 


angle α t = a tan   = 20 , 71971°
 cos ( β ) 
invα t = tan (α wt ) − α wt = 0 , 016 63 rad

Transverse working   mn cos (α t )  


pressure angle α wt = acos  z 1 + z 2    = 21 , 066 10°
  2a w cos ( β )  
invα t = tan (α t ) − α t = 0 , 016 63 rad

Generating profile shift


coefficient x E1 =
{
Wk 1 − mn cos (α n )  π ( k 1 − 0 , 5) + z 1 invα t  } = 0,117 79
2 mn sin (α n )

x E1 =
{
Wk 2 − mn cos (α n )  π ( k 2 − 0 , 5) + z 2 invα t  } = − 0, 027 48
2 mn sin (α n )

Root diameter d f 1 = d 1 − 2 hfP1 − ( x 1 mn )  = 121 , 26011 mm


(calculated using
d f 2 = d 2 − 2 hfP2 − ( x 2mn )  = 833 , 954 80 mm
nominal profile shift
--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

coefficient, x)

Base diameter d b1 = d1 cos (α t ) = 132 , 198 57 mm


d b2 = d 2 cos (α t ) = 800 , 967 80 mm

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Base helix angle β b = a tan  tan ( β ) cos (α t )  = 14 , 824 53°


Working pitch d b1
diameter dw1 = = 141 , 666 67 mm
cos (α wt )
d b2
dw2 = = 858 , 33333
cos (α wt )

Normal pitch p n = π mn mm

Transverse pitch p t = π mt = 26 , 11959 mm

Transverse base pitch p bt = p t cos (α t ) = 24 , 430 24 mm

Transverse base pitch pet = p bt = 24 , 430 24 mm


on the path of contact

Length of line of
1 z 
contact gα =  d a 1 2 − d b1 2 + 2  d a 22 − d b22 − 2 a w sin   = 37 , 844 64 mm
2 z2   

SAP diameter 2
 2 2  2
 d a1   d b1   +  d b1  = 132 , 921 mm
d Nf1 = 2    −  − gα   

 2 
 2   2  2 

 2 2  2
 d a 2   d b2   +  d b2  = 854 , 225 mm
d Nf 2 = 2    −  − g α   

 
 2   2  2 


Transverse contact ratio gα


εα = = 1 , 549 09
pet

Overlap ratio b sin ( β )


εβ = = 1 , 08337
mn π

Total contact ratio ε γ = ε α + ε β = 2 , 632 46


Transverse base pitch f pb1 = f pt 1 cos (α t ) = 7 , 48258 µm
deviation
f pb2 = f pt 2 cos (α t ) = 8 , 88556 µm

Pitch line velocity d1 π n1 m


(see ISO 6336-1:2006, v= = 2 , 664
3 s
4.2.1) 60·10

A.7 ISO 6336-2:2006 — Contact ratio factor


8.1 Contact ratio factor, Zε

1
Zε = = 0 , 803 (26)
εα

43
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A.8 ISO 6336-1:2006 — Basic principles, introduction and general


influence factors
A.8.1 Determination of dynamic factor, kv
4.2.1 Nominal tangential load, Ft
2000 T1
Ft = = 127 352 N (1)
d1
9.3 Determination of tooth stiffness parameters, c′ and c γ
Virtual number of teeth, zn
z1
z n1 = = 18 , 905
cos ( β b ) cos ( β )
2

z2
z n2 = = 114 , 543
cos ( β b ) cos ( β )
2

9.3.1.1 Theoretical single stiffness, c′th

Coefficients: C 1 = 0 , 047 23

C 2 = 0 , 15551

C 3 = 0 , 257 91

C 4 = −0 , 006 35

C 5 = −0 , 116 54

C 6 = −0 , 001 93

C 7 = −0 , 241 88

C 8 = 0 , 00529

C 9 = 0 , 001 82

Minimum value for the flexibility of gear pair, q′


C2 C C x C x
q′ = C 1 + 056 00 ( mm ⋅ µm ) / N
+ 3 + C 4 x 1 + 5 1 + C 6 x 2 + 7 2 + C 8 x 1 2 + C 9 x 22 = 0 ,0
z n1 z n 2 z n1 z n2

--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

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1
c ' th = = 17 , 855 84 N / ( mm ⋅ µm ) (81)
q′
9.3.1.2 Correction factor, CM
C M = 0, 8 (83)

9.3.1.3 Gear blank factor, CR

C R = 1 , 0 ( for solid gears ) (84)

9.3.1.4 Basic rack factor, CB


Normal pressure angle of basic rack, α Pn = α n
Basic rack dedendum for pinion and gear are the same, therefore,

  h 
C B1 = 1 , 0 + 0 , 5  1 , 2 − fP1   1 , 0 − 0 , 02 ( 20° − α Pn )  = 0 , 900 00 (86)
  mn  
  h 
C B2 = 1 , 0 + 0 , 5  1 , 2 − fP2   1 , 0 − 0 , 02 ( 20° − α Pn )  = 0 , 900 00
  mn  
C B = 0 , 5 ( C B1 + C B 2 ) (87)

9.3.1 Single stiffness, c′

c ′ = c ′th C M C R C B cos ( β ) = 12 , 370 47 N / ( mm ⋅ µm ) (80)

9.3.2.1 Mesh stiffness, c γα

c γα = c ′ (
0 ,75ε α +0 ,25)
= 17 , 464 85 N / ( mm ⋅ µm ) (91)

9.3.2.2 Mesh stiffness, c γβ

c γβ = 0 , 85 c γα = 14 , 84512 N / ( mm ⋅ µm ) (92)

6.4.8 Calculation of reduced mass of gear pair with external teeth, mred
Mean tooth diameter, dm

da1 + d f 1 da2 + df 2 (31)


d m1 = = 140 , 460 06 d m2 = = 853 , 152 40
2 2
Assume density ρ1 = 0,000 007 83 kg/mm3 ρ2 = 0,000 007 83 kg/mm3
2
πd  d m1 2
mred =  m1  = 0 , 066 67 kg / mm (30)
8  d b1  1 1
+
1 , 0 ρ 1 1 , 0 ρ 2u 2
NOTE — Quantity (1 − q14) = (1 − q24) = 1 for solid pinion and wheel (33)

45
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6.4.2 Determination of resonance running speed, nE1

30000 c γα
nE 1 = = 9 091 , 83 min −1 (6)
π z1 mred
Resonance ratio, N
n1
N= = 0 , 039 6 (9)
nE 1
Lower limit of resonance ratio, NS
Ft K A
> 100 , therefore, N S = 0 , 85 (12)
b
6.4.3 Dynamic factor in subcritical range, (N ≤ NS)
        εγ > 2 (see Table 5), therefore,

C v1 = 0 , 32 0 , 57 − 0 , 05 ε γ
Cv4 = = 0 , 368
ε γ − 1 , 44
--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

0 , 57 C v5 = 0 , 47 = 0 , 47
C v2 = = 0 , 244
εγ

0 , 096 0 , 12
C v3 = 0 , 09 C v6 = = 0 , 134
ε γ − 1 , 56 ε γ − 1 , 74
εγ > 2,5 C v7 = 1
2
1  σ H lim 
C ay =  − 18 , 45  + 1 , 5 = 1 , 995 µm
18  97 

(
Base pitch deviation, f pb = max f pb1 , f pb2 = 8 , 88556 µm (see note in ISO 6336-1:2006, 8.3.1) )
Profile form deviation, f fα = max ( f fα 1 , f fα 2 ) = 12 µm
Running in allowance (see ISO 6336-1:2006, 8.3.5)
As materials are the same and for Eh material, then,
yα = 0 , 075 f pb = 0 , 666 µm (77)

Check that it is not greater than allowable limit for material Eh of 3 μm.
Estimated running in allowance (pitch deviation) (see note in ISO 6336-1:2006, 6.4.3)
y p = yα = 0 , 666 µm

Estimated running an allowance (flank deviation) (see note in ISO 6336-1:2006, 6.4.3)
y f = 0 , 075 f fα = 0 , 9

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Check that it is not greater than allowable limit for material Eh of 3 μm.
f pbeff = f pb − y p = 8 , 21915 (18)

f fα eff = f fα − y f = 11 , 100 00 (19)

c ′f pbeff
Bp = = 0 , 079 84 (15)
F 
KA  t 
 b 
c ′f fα eff
Bf = = 0 , 107 82 (16)
 Ft 
KA  
 b 
As lowest accuracy grade ≤ ISO accuracy grade 5, then,

 
 
 c ′C a 
Bk = 1 − = 0 , 32 (17)
  Ft  
 KA  
  b  
( )
k = C v1 B p + ( C v2 B f ) + ( C v3 B k ) = 0 , 08055 (14)

As N ≤ NS, (see ISO 6336-1:2006, 6.4.3), then,


K v = NK + 1 = 1 , 003 (13)

A.8.2 Determination of face load factors, KHβ and KFβ


Mean transverse tangential load (see 3.2)
Fm = Ft K A K v = 127 759 N

7.5.2.4.1 Approximate calculation of equivalent misalignment, fsh


Pinion offset s1 = 0, therefore,
2
F  b 
f sh = m 0 , 023 (1 + 0 − 0 , 3) + 0 , 3   = 14 , 70913 µm (57)
b  d1 
7.5.3.3 Mesh misalignment, fma

f ma = f Hβ 1 2 + f Hβ 22 = 12 , 747 55 µm (64)
--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`

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7.5.2.3 Initial equivalent misalignment, Fβx


As no helix modification is applied,

B1 = 1 B2 = 1 (see Table 9)

Fβ x = 1 , 33B1 f sh + B 2 f ma = 32 , 310 69 µm (52)

7.5.2.1 Running-in allowance, yβ and Xβ


As materials are the same and for Eh material,
y β = 0 , 15 Fβ x = 4 , 847 µm (48)

Check that it is not greater than allowable limit for material Eh of 6 μm.
x β 2 = 0 , 85 (49)

7.5.1 Effective equivalent misalignment, Fβy


Fβ y = Fβ x − y β = 27 , 464 09 µm (43)

7.5 Face load factor, KHβ-C


Fβ y c γβ
<1
F
2 m
b
therefore,

 
 Fβ y c γβ 
K Hβ =  1 +  = 1 , 16 (41)
 Fm 
 2 
 b 
7.6 Face load factor, KFβ

d a1 − d f 1 b1
= 5 , 208 35
h1 = = 19 , 199 94 mm h1
2

d a2 − d f 2 b2
h2 = = 19 , 197 6 mm = 5 , 208 98
2 h2

1
NF = = 0 , 81376 (70)
2
h1  h1 
1+ + 
b1  b1 
K Fβ = K Hβ N F = 1 , 128 03 (69)

--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

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A.8.3 Determination of transverse load factors, KHα and KFα


Determination tangential load in transverse plane
8.3.1 Transverse load factor, KHα

FtH = Ft K A K v K = 148 144 N (see definition in ISO 6336-1:2006, 8.3.1)



εγ > 2 therefore: (see ISO 6336-1:2006, 6.4.3, footnotes 11 and 12 for use
of fpb and ffα)

( ) ( )

--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---
2 ε γ − 1 c γα max f pb , f fα − yα 
K Hα −B = 0 , 9 + 0 , 4 = 0 , 96 (72)
εγ FtH
b
K Fα −B = K Hα −B = 0 , 95952 (71)

8.3.3 Limiting factors, KHα


K Hα −B < 1 , 0 , therefore, K Hα = 1 , 0 (73)

8.3.4 Limiting factors, KFα


K Fα −B < 1 , 0 therefore, K Fα = 1 , 0 (74)

A.9 ISO 6336‑2:2006 — Calculation of surface durability (pitting)


A.9.1 Determination of contact stress, σH
6.1 Zone factor, ZH

2 cos ( β b ) cos (α wt )
ZH = = 2 , 39533 (16)
cos (α t )  sin (α wt )
2

6.2 Single pair tooth contact factors, ZB and ZD


As β > 0 and εα > 1, then,
Z B = 1,0

Z D = 1,0

7 Elasticity factor, ZE

1 N
ZE = = 189 , 81170 (20)
 1−v 2 1−v 2  mm 2
π 1
+ 2 
 E1 E2 
 

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8.1 Contact ratio factor, Zε


For helical gears with εβ ≥ 1, then,

1
Zε = = 0 , 803 (26)
εα
9 Helix angle factor, Zβ
1
Zβ = = 1 , 019 44 (36)
cos ( β )
5.3 Contact stress, σH
Nominal contact stress at pitch point, σH0

Ft u + 1
σ H0 = Z H Z E Z ε Z β = 1 206 , 58207 N/mm2 (3)
d1 b u

σ H1 = Z Bσ H 0 K A K v K Hβ K Hα = 1301 , 353 43 N/mm2 (4)

σ H 2 = Z Dσ H 0 K A K v K Hβ K Hα = 1301 , 353 43 N/mm2 (5)

A.9.2 Determination of permissible contact stress, σHP


12.3.1.1.1 Lubricant factor, ZL
As σH lim > 1 200, then,
C ZL = 0 , 91 (40)

4 (1 , 0 − C ZL )
Z L = C ZL + = 1 , 047 39 (37)
2
 134 
 1,2 + 

--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---
 v 40 
12.3.1.2.2 Velocity factor, Zv
C Zv = C ZL + 0 , 02 = 0 , 930 00 (43)

2 (1 , 0 − C Zv )
Z v = C Zv + = 0 , 96911 (42)
32
0, 8 +
v
12.3.1.3 Roughness factor, ZR
Rz = 6 Ra, therefore,
Rz H1 = RaH1 ⋅ 6 = 6 µm Rz H 2 = RaH 2 6 = 6 µm

Mean surface of peak-to-valley

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Roughness of gear pair


Rz H1 + Rz H 2
Rz H = = 6 , 00 µm (44)
2
Radius of curvature

ρ 1 = 0 , 5d b1 tan (α wt ) = 25 , 460 67 mm (47)

ρ 2 = 0 , 5d b2 tan (α wt ) = 154 , 26170 mm

Relative radius of curvature


ρ1 ρ2
ρ red = = 21 , 85374 mm (46)
ρ1 + ρ2
Mean relative peak-to-valley roughness for the gear pair

10
Rz H10 = Rz H 3 = 4 , 62355 µm (45)
ρ red
As σHlim > 1 200, then,
C ZR = 0 , 08 (51)

C ZR
 3 
ZR =   = 0 , 965 99 (48)
 Rz H10 
Work hardening factor, ZW
For Eh pinion and gear, Z W = 1 , 000 00
Size factor, ZX
Z X = 1 , 00000

11.2 Life factor, ZNT-B


Number of load cycles

N L1 = n1 60 Lh = 1 , 080·10 9
--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

N L1
N L2 = = 1 , 783·10 8
u
Number of load cycles, NL1, is greater than endurance point, therefore, interpolation between the
endurable point and 1010 cycles is required.

Z NT1ref 1 = 1 Z NT1ref2 = 0 , 85

N L1ref1 = 5·107 N L1ref 2 = 1010

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 log ( Z NT1ref 2 ) − log ( Z NT1ref 1 ) 


N L1  
 log ( N L1ref2 ) − log ( N L1ref 1 ) 
Z NT 1 = = 0 , 91
 log ( Z NT1ref2 ) − log ( Z NT1ref 1 ) 
N L1ref 1  
 log ( N L1ref2 ) − log ( N L1ref 1 ) 
Number of load cycles, NL2, is greater than endurance point, therefore, interpolation between the
endurable point and 1010 cycles is required.

Z NT2ref 1 = 1 Z NT2ref 2 = 0 , 85

N L2ref 1 = 5·107 N L2ref2 = 1010

 log( Z NT2ref 2 )−log( Z NT2ref 1 ) 


 
 log( N
L2ref2 )−log ( N L2ref 1 ) 

N L2 
Z NT2 = = 0 , 962
 log( Z NT2ref 2 )−log( Z NT2ref 1 ) 
 
 log( N
L2ref 2 )−log ( N L2ref1 ) 

N L2ref 1 

5.4.2 Permissible contact stress, σHP


σ H lim1 Z NT 1
σ HP1 = Z L Z v Z R Z W Z X = 1338 , 48050 N/mm2 (6)
S H min

σ H lim2 Z NT2
σ HP2 = Z L Z v Z R Z W Z X = 1 414 , 52551 N/mm2 (6)
S H min
5.2 Safety factor for surface durability, SH
--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

σ HP1 S H min
S H1 = = 1 , 028 53 (1)
σ H1
σ HP2 S H min
S H2 = = 1 , 086 96 (2)
σ H2

A.10 ISO 6336‑3:2006 — Calculation of tooth bending strength


A.10.1 Determination of tooth root stress, σF
6.2 Form factor, YF (pinion)
6.2.1 Tooth root normal chord, sFn, radius of root fillet, ρF, and bending moment arm, hFe
(auxiliary values)

π s pr1 ρ fP1
E1 = mn − hfP1 tan (α n ) + − 1 − sin (α n )  = 0 , 02207 (10)
4 cos (α n ) cos (α n )
ρ fPv1 = ρ fP1 for external gears

ρ fPv 1 hfP1
G1 = − + x 1 = −0 , 86500 (12)
mn mn

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2  π E1  π
H1 =  −  − = −0 , 88131 (13)
z n 1  2 mn  3
π
θ1 = rad for external gears
6

2 G1
θ1 = tan (θ 1 ) − H 1 = 0 , 828 48 (first iteration) (14)
z n1

2 G1
θ1 = tan (θ 1 ) − H 1 = 0 , 78156 (second iteration)
z n1

2 G1
θ1 = tan (θ 1 ) − H 1 = 0 , 79050
z n1

2 G1
θ1 = tan (θ 1 ) − H 1 = 0 , 788 86
z n1

2 G1
θ1 = tan (θ 1 ) − H 1 = 0 , 78917
z n1

2 G1
θ1 = tan (θ 1 ) − H 1 = 0 , 78911
z n1

2 G1
θ1 = tan (θ 1 ) − H 1 = 0 , 78912 (resolved)
z n1
6.2.2 Parameters of virtual tooth
εα
ε αn = = 1 , 657 60 (23)
cos ( β b ) 
2

d n1 = z n 1 mn = 151 , 240 98 mm (24)

p bn 1 = π mn cos (α n ) = 23 , 617 05 mm (25)

d bn 1 = d n 1 cos (α n ) = 142 , 120 04 mm (26)

d an 1 = d n 1 + d a 1 − d 1 = 169 , 560 87 mm (27)

2
 
z1
2
 d an 1   d bn1 
2
π d1 cos ( β ) cos (α n )   d bn1 
2
d en 1 =2   −  − (ε α n − 1) +  2 
z1   2   2  z1
   
d en 1 = 154 , 824 14 mm (28)

d 
α en 1 = acos  bn 1  = 23 , 37253 ° (29)
 d en 1 
invα en1 = tan (α en 1 ) − α en 1 = 0 , 024 24 rad
0 , 5 π + 2 tan (α n ) x 1
γ e1 = + invα n − invα en 1 = 0 , 07933 rad γ e1 = 4 , 54551 ° (30)
z n1

53
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α Fen 1 = α en 1 − γ e1 = 18 , 827 02 ° (31)

(a) Tooth root normal chord, sFn

 π   G1 ρ  
s Fn1 = mn  z n 1 sin  − θ 1  + 3  − fPv 1   = 16 , 181 99 mm (15)
 3   cos (θ 1 ) mn  

(b) Radius of root fillet, ρF

 
 ρ 2 G1 2 
ρ F1 = mn  fPv 1 +  = 4 , 649 29 mm (17)
 mn

cos (θ 1 ) z n 1 cos (θ 1 )  − 2G1
2
{ } 

(c) Bending moment arm, hFe

 1  d π   G1 ρ  
hFe1 = mn   cos ( γ e1 ) − sin ( γ e1 ) tan (α Fen 1 )  en 1 − z n1 cos  − θ 1  −  − fPv1  
 2  mn 3   cos (θ 1 ) mn  
hFe1 = 8 , 43219 mm (18)

Form factor
6 hFe1
cos (α Fen 1 )
mn
YF 1 = = 1 , 556 87 (9)
2
 s Fn 1 
  cos (α n )
 mn 
6.2 Form factor, YF (gear)
6.2.1 Tooth root normal chord, sFn, radius of root fillet, ρF, and bending moment arm, hFe
(auxiliary values)

--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---
π s pr 2 ρ fP2
E2 = mn − hfP2 tan (α n ) + − 1 − sin (α n )  = 0 , 02207 (10)
4 cos (α n ) cos (α n )
ρ fPv2 = ρ fP2 for external gears

ρ fPv 2 hfP2
G2 = − + x 2 = −1 , 010 00 (12)
mn mn

2  π E2  π
H2 =  −  − = −1 , 019 82 (13)
z n2  2 mn  3
π
θ2 = rad for external gears
6

2 G2
θ2 = tan (θ 2 ) − H 2 = 1 , 009 64 (first iteration) (14)
z n2

2 G2
θ2 = tan (θ 2 ) − H 2 = 0 , 99176 (second iteration)
z n2

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2 G2
θ2 = tan (θ 2 ) − H 2 = 0 , 992 84
z n2

2 G2
θ2 = tan (θ 2 ) − H 2 = 0 , 99278
z n2

2 G2
θ2 = tan (θ 2 ) − H 2 = 0 , 99278 (resolved)
z n2
6.2.2 Parameters of virtual tooth
εα
ε αn = = 1 , 657 60 (23)
cos ( β b ) 
2
--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

d n 2 = z n 2mn = 916 , 342 43 mm (24)

d bn 2 = d n 2 cos (α n ) = 862 , 080 22 mm (26)

d an 2 = d n 2 + d a 2 − d 2 = 932 , 337 63 mm (27)

2
 
2 2
πd 2 cos ( β ) cos (α n )
2
z2   d an 2   d bn 2    d bn 2 
d en 2 = 2   −  − (ε α n − 1) +  2 
z2   2   2  z2
   
d en 2 = 920 , 874 83 mm (28)

d 
α en 2 = acos  bn 2  = 20 , 760 93 ° (29)
 d en2 
invα en 2 = tan (α en 2 ) − α 2 = 0 , 016 74

0 , 5 π + 2 tan (α n ) x 2
γ e2 = + invα n − invα en 2 = 0 , 011 88 rad (30)
z n2
α Fen 2 = α en 2 − γ e2 = 20 , 080 24 ° (31)

(a) Tooth root normal chord, sFn

 π   G2 ρ  
s Fn 2 = mn  z n 2 sin  − θ 2  + 3  − fPv2   = 18 , 817 58 mm (15)
 3   cos (θ 2 ) mn  
(b) Radius of root fillet, ρF

 
 ρ 2 G22 
ρ F2 = mn  fPv 2 +  = 3 , 944 96 mm (17)
 mn
 {
cos (θ 2 ) z n 2 cos (θ 2 )  − 2G 2
2
} 


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(c) Bending moment arm, hFe

 1  d π   G2 ρ  
hFe2 = mn   cos ( γ e2 ) − sin ( γ e2 ) tan (α Fen 2 )  en 2 − z n 2 cos  − θ 2  −  − fPv2  
2
 
mn 3   cos (θ 2 ) mn  
hFe2 = 9 , 866 60 mm (18)

Form factor
6 hFe2
cos (α Fen 2 )
mn
YF 2 = = 1 , 336 78 (9)
2
 s Fn 2 
  cos (α n )
 mn 
--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

7.2 Stress concentration factor, YS


Notch factor
where

s Fn 1 s Fn2
qs1 = = 1 , 740 26 qs2 = = 2 , 38502 (38)
2 ρ F1 2 ρ F2

s Fn 1 s Fn 2
L1 = = 1 , 919 07 L2 = = 1 , 907 20
hFe1 hFe2

1 ≤ qs < 8, therefore,
 
 
 1 
 2 ,3 
 1 ,21 + 
L1 
YS1 = (1 , 2 + 0 , 13 L1 ) q s1  = 1 , 824 38 (36)

 
 
 1 
 2 ,3 
 1 ,21+ 
L2 
YS 2 = (1 , 2 + 0 , 13 L2 ) q s 2  = 2 , 074 91

8.2 Helix angle factor, Yβ


β
Yβ = 1 − ε β ⋅ = 0 , 868 33 (40)
120°

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9 Rim thickness factor, YB


For solid gears,
Y B1 = 1 , 0 YB2 = 1 , 0 (41)

10.2 Deep tooth factor, YDT


As εαn < 2,05, then,
YDT = 1 , 0 (45)

5.2.2 Tooth root stress, σF


Nominal tooth root stress, σF0
Ft
σ F01 = YF1 YS1 Y β YB1 YDT = 392 , 617 66 N/mm2 (4)
b1 mn

Ft
σ F02 = YF 2 YS2 Y β YB2 YDT = 383 , 408 66 N/mm2
b1 mn

--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---
σ F1 = σ F 01 K A K v K Fβ K Fα = 444 , 296 14 N/mm2 (3)

σ F 2 = σ F02 K A K v K Fβ K Fα = 433 , 87500 N/mm2

A.10.2 Determination of permissible tooth root stress, σFP


7.4 Stress concentration factor (standard reference test gears), YST

YST1 = 2 , 0 YST2 = 2 , 0

13.3.2.1 Relative notch sensitivity factor (for reference stress), YδrelT


1
x *P =
5

x * 1 = x * P (1 + 2 q s1 ) = 0 , 896 11

x * 2 = x * P (1 + 2 q s 2 ) = 1 , 154 01 (49)

q sT = 2 , 5

x 2 T = x * P (1 + 2 q sT ) = 1 , 200 00

Slip layer thickness (see Table 3).


For material Eh,

ρ '1 = 0 , 0030 ρ '2 = 0 , 003

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1 + ρ 1′ x * 1
Yδ relT 1 = = 0 , 99231 (48)
1 + ρ '1 x * T

1 + ρ 2′ x * 2
Yδ relT 2 = = 0 , 998 90
1 + ρ '2 x * T
14.3.2.1 Relative surface factor, YRrelT

Rz F1 = RaF1 6 = 18 Rz F 2 = RaF 2 6 = 18

Reference stress in the range 1 μm ≤ Rz ≤ 40 μm for material Eh


--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

YRrelT 1 = 1 , 674 − 0 , 529 ( Rz F1 + 1)


0 ,1
= 0 , 964 (59)

YRrelT 2 = 1 , 674 − 0 , 529 ( Rz F 2 + 1)


0 ,1
= 0 , 964

15.2.1.2 Size factor, YX


See Table 4.
For material Eh and 5 < mn < 25,
Y X 1 = 1 , 05 − 0 , 01 mn = 0 , 97

Y X 2 = 1 , 05 − 0 , 01 mn = 0 , 97

11.2 Life factor, ZNT-B


Number of load cycles, NL1, is greater than endurance point, therefore, interpolation between the
endurable point and 1010 cycles is required.

YNT1ref 1 = 1 YNT1ref 2 = 0 , 85

N L1ref 1 = 3 ⋅ 106 N L1ref2 = 1010

 log(YNT1ref 2 )−log(YNT1ref 1 ) 
 
 log( N L1ref 2 )−log( N L1ref 1 ) 
N L1
YNT 1 = = 0 , 889
 log(YNT1ref 2 )−log(YNT1ref 1 ) 
 
 log( N L1ref 2 )−log( N L1ref 1 ) 
N L1ref 1
Number of load cycles, NL2, is greater than endurance point, therefore, interpolation between the
endurable point and 1010 cycles is required.

YNT2ref 2 = 0 , 85 YNT2ref 1 = 1

N L2ref 1 = 3 ⋅ 106 N L2ref 2 = 1010

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 log(YNT2ref 2 )−log(YNT2ref 1 ) 
 
 log( N L2ref 2 )−log( N L2ref 1 ) 
N L2
YNT 2 = = 0 , 921
 log(YNT2ref 2 )−log(YNT2ref 1 ) 
 
 log( N L2ref 2 )−log( N L2ref 1 ) 
N L2ref 1
5.3.2 Permissible bending stress, σFP
σ F lim1 YST 1 YNT 1
σ FP1 = Yδ relT 1 YRrelT 1 Y X 1 = 824 , 569 N/mm2 (5)
S F min

σ F lim 2 YST 2 YNT 2


σ FP2 = Yδ relT 2 YRrelT 2 Y X 2 = 860 , 555 N/mm2
S F min
5.1 Safety factor for bending strength, SF
σ FP1 S F min
S F1 = = 1 , 855 9 (1)
σ F1
σ FP2 S F min
SF2 = = 1 , 983 42 (2)
σ F2
--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

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Bibliography

[1] ISO 53, Cylindrical gears for general and heavy engineering — Standard basic rack tooth profile
[2] ISO 1328-1:19951), Cylindrical gears — ISO system of accuracy — Part 1: Definitions and allowable
values of deviations relevant to corresponding flanks of gear teeth
[3] ISO 4287, Geometrical Product Specifications (GPS) — Surface texture: Profile method — Terms,
definitions and surface texture parameters
[4] ISO 4288, Geometrical Product Specifications (GPS) — Surface texture: Profile method — Rules
and procedures for the assessment of surface texture
[5] ISO 21771, Gears — Cylindrical involute gears and gear pairs — Concepts and geometry
--`,,,`````,```,,```,``,`,,,-`-`,,`,,`,`,,`---

1) Withdrawn and replaced by ISO 1328-1:2013.

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ICS 21.200

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