Gear Types and Characteristics

20 May.,2024

 

Gear Types and Characteristics

1. Gear Types and Characteristics

In the following pages we present three general gear categories corresponding to KHK Stock Gear Classifications.

If you want to learn more, please visit our website Kexin.

Categories of Gears – Parallel Axis Gears


Types of Gears : Spur Gear

Efficiency (%) – 98.0−99.5
KHK Stock Gears – MSGA, SSG, SS, SUS, PS

Types of Gears : Helical Gear

Efficiency (%) – 98.0−99.5
KHK Stock Gears – KHG, SH

Types of Gears : Rack and helical rack

Efficiency (%) – 98.0−99.5
KHK Stock Gears – KRG(F)(D), SRFD, SUR(F)(D), PR(F), KRHG(F)

Types of Gears : Internal Gear

Efficiency (%) – 98.0−99.5
KHK Stock Gears – SI, SIR

Categories of Gears – Intersecting Axis Gears


Types of Gears : Miter Gear

Efficiency (%) – 98.0−99.0
KHK Stock Gears – MMSG, SMSG, MM, SUM, PM

Types of Gears : Straight Bevel Gear

Efficiency (%) – 98.0−99.0
KHK Stock Gears – SB and SBY, SB, SUB, PB, DB

Types of Gears : Spiral Bevel Gear

Efficiency (%) – 98.0−99.0
KHK Stock Gears – MBSG, SBSG, MBSA(B), SBS

Categories of Gears – Nonparallel and Nonintersecting Axis Gears


Types of Gears : Screw Gear (Crossed Helical Gear)

Efficiency (%) – 70.0−95.0
KHK Stock Gears – SN, SUN, AN, PN

Types of Gears : Worm and Worm Wheel

Efficiency (%) – 30.0−90.0
KHK Stock Gears – KWGDL(S) & AGDL, KWG & AGF, SWG & AG, SW & BG and CG, SW & PG

Gear types are classified into 3 categories, generally by the directions of the mounting shafts. Here, in this section, we introduce the characteristics of gears, how to use gears, and technical tips (hints).

1-1 Parallel Axes Gears

Gears involving two axis, which are parallel to each other, are called Parallel Axis Gears. For the transmission of rotation/power by parallel axis, Spur, Helical and Internal Gears are generally used. These are the most commonly used gears, with a wide range of applications, in various industries.

Spur Gear

A spur gear is a cylindrical shaped gear, in which the teeth are parallel to the axis. It is the most commonly used gear with a wide range of applications and is the easiest to manufacture.

Characteristics / Technical Hints :
– A gear which is the most easiest to manufacture.
– A gear that is easy to use and does not produce axial thrust forces.
– There is no limit in the combination of the number of gear teeth of paired gears.

Speed Ratio :
In Figure.1.1, a pair of meshed gears in single-stage gear train. As you can see, the rotational direction of the paired gears is opposite to each other. If Gear 1 rotates clockwise, then Gear 2 rotates counterclockwise. Also, if paired gears have a different number of teeth, the speed will be increased / decreased; If Gear 1 is a drive gear, speed is reduced. If Gear 2 is a drive gear, speed is increased.
Speed Ratio
= Number of teeth of driven gear (z2) / Number of teeth of drive gear (z = 1)
= Rotation of drive gear (n1) / Rotation of driven gear (n2)

(1.1)


Fig 1.1 Spur Gear

Calculation Example :
Number of teeth of drive Gear1 : 20
Rotation of gear : 400rpm
Number of teeth of driven Gear2 : 80, Single-stage gear train.
The Speed ratio of this gear train : 80÷20=4
The rotation of Gear2 : 400÷4=100rpm

Helical Gear

The spur gear that has helix teeth (helicoids teeth) is called Helical Gear. Helical gears can bear load more than spur gears and work more quietly. They are also widely used in different industries, such as the automotive, and in industrial machinery.

Characteristics and Technical Hints :
– More strength than the spur gear of the same size; transmits rotational force / power quietly.
– Suitable for use in high speed rotations.
– Produces axial thrust force, need to cope with these extra forces
– There is no limit in the combination of number of gear teeth of paired gears.

The direction of the rotation and the thrust force in meshed helical gears are illustrated in the Figure 1.2. Thrust bearing receives thrust force. The direction of the rotation is the same as meshed spur gears.


Fig 1.2 Direction of Rotation and Thrust Force

(Important Gear Terminology and Gear Nomenclature in Fig 1.2)

  • Thrust bearing

A paired gear rotates in opposite direction each other. The speed ratio is the same as it for spur gears.

Speed Ratio of Two-Stage Gear Trains :
If Gear 1 is a drive gear, the speed ratio (i) for this two stage gear train is calculated as below.

Speed ratio (i)
= z2 / z1 x z4 / z3
= n1 / n2 x n3 / n4

(1.3)


Fig 1.3 Two-Stage Gear Train

Gear 1 and Gear 4 rotate in the same direction. Number of teeth of Gear 1/2/3/4 is 10/24/12/30, respectively, then, the reduction ratio for this gear train is 6.

Internal Gear

This is a cylindrical shaped gear, but with teeth inside the circular ring, and can mesh with a spur gear. Internal gears are often used in Planetary Gear Systems, or Gear Couplings.

Characteristics / Technical Hints :
– Involves more complexity in manufacturing compared, to spur gears.
– By using planetary gear systems, it enables you to create a compact gear system applicable for high reduction ratio.
– For a pair of internal and external gears meshed, the following 3 interferences might occur :
(a) Involute Interference (b) Trochoid Interference (c) Trimming Interference
– No limit to the combination of the number of gear teeth, of paired gears.

Speed Ratio :
In the simplest example of a meshing External Gear 1 (Pinion) with an Internal Gear 2, both the External Gear 1 and Internal Gear 2 rotate in the same direction, as shown in Fig, 1.4

Fig.1.4 Spur Gear and Internal Gear

Speed Ratio
= Number of teeth of Driven Gear / Number of teeth of Drive Gear
(1.3)

Planetary Gear Systems :
Planetary Gear System consists of 4 major elements ;
Sun Gear (A), Planet Gear (B), Internal Gear (C), and Carrier (D)
In the system shown in Fig. 1.5, 4 planet gears are used.
The load division shared by many gears enables a compact system. The speed ratio or the direction of rotation in the Planet Gear System differs, depending on what factor is fixed.

(a) Planetary Type
If the Sun gear is of input, and the Carrier gear is of output, and the Internal gear is fixed ;
Speed Ratio
= Zc / Za + 1
(1.4)

(b) Solar Type
Sun Gear is fixed.

(c) Star Type
Carrier Gear is fixed.


Fig.1.5 Example of a planetary gear system

(Important Gear Terminology and Gear Nomenclature in Fig 1.5)

  • A Sun gear
  • B Planet gear
  • C Internal gear
  • D Carrier


Fig.1.6 Planetary Gear Mechanism
Left – Planetary type / Center – Solar type / Right – Star type

1-2 Gears with Linear Motion

Gears with Linear Motion are classified as Parallel Axis Gears, but there are specific types of “Linear Motion” that involve no mating shafts. To convert rotational movement to linear motion, or the converse, Racks and Pinions are used in combination. Cylindrical shaped gears with an infinite radius are called Racks, generally used in conveyors.

Spur Rack

This is a linear shaped gear, which has a straight-line tooth profile and can mesh with a spur gear. The spur rack can be regarded as a portion of a spur gear with an infinite radius, and several racks can combined in a line.

Characteristics / Technical Hints :
– Easier to manufacture and to use than helical racks.
– Can mesh with a spur gear with any number of teeth.

In regards to a meshed rack and pinion, the movement distance when the pinion rotates one time, is calculated from the number of teeth multiplied by the pitch. Pitch denotes the distance between corresponding points on adjacent teeth. CP racks are designed for easy positioning. ( Figure 1.7 )


Fig.1.7 Difference between CP10 and m3
Movement of one cycle of the CP10-30 pinion on a CP rack vs.SS3-30 (m3) on a m3 rack.

Helical Rack

This is a linear shaped gear that meshes with a helical gear. A helical rack can be regarded as a portion of a helical gear with infinite radius.

Characteristics / Technical Hints :
– Produces thrust force; coping mechanism must be considered
– Rotates and transmits power more quietly than a helical rack of the same size
– Suitable for use in high speed rotation
– Can mesh with a helical gear with any number of teeth

It produces thrust force due to the gear-tooth helix. The Figure 1.8 shows the direction of rotation and the thrust force.


Fig.1.8 Direction of Rotation and Thrust Force

(Important Gear Terminology and Gear Nomenclature in Fig 1.8)

  • Rack thrust
  • Pinion thrust

1-3 Intersecting Axis Gears

Gears involving two axis crossing at a point are called Intersecting Axis Gears; general applications include rotation / power transmission of Bevel gears. Bevel Gears with gear ratio of 1, are called Miter gears. Bevel Gears are classified as Straight-Bevel Gears or Spiral-Bevel Gears, depending on the tooth form.

Straight Bevel Gear

This is a gear in which the teeth have tapered conical elements that have the same direction as the pitch cone base line (generatrix). The straight bevel gear is both the simplest to produce and the most widely applied in the bevel gear family.

Characteristics / Technical Hints :
– Easier to manufacture than Spiral Bevel Gears.
– Ease of use, produces no thrust force in the negative direction.
– The combination of the Number of teeth of paired gears is important. Those gears produced in combination do not mesh with other bevel gears.

Spiral Bevel Gear

A bevel gear that has spiral teeth with a helical angle, which is more complex to manufacture, but offers advantages of higher strength and less noise.

Characteristics / Technical Hints :
– Suitable for use in high load / rotation. Better than Straight Bevel Gears
– Axial thrust force should be carefully considered
– Transmits rotational force / power more quietly than Straight Bevel Gears.
– Since these gears are produced as a pair, in accordance with the number of teeth, they do not mesh with other gears, even if they have the same modules or pressure angles.


Fig.1.10 Contact Surface of Spiral Bevel Gears

(Important Gear Terminology and Gear Nomenclature in Fig 1.10)

  • Concave surface
  • Convex surface

Speed Ratio :
Speed Ratio
= Number of teeth of Driven Gear / Number of teeth of Drive Gear
(1.5)

Thrust force on Spiral Bevel Gear :
The figure on the right shows the rotational direction and thrust force for the mesh of spiral bevel gears, with gear ratio more than 1.57. If the pinion meshes with a convex tooth-face, it produces thrust force in the negative direction.


Fig.1.11 Direction of Rotation and Thrust Force
Green:RH / Yellow:LH / Blue: Positive Thrust Force / Red: Negative Thrust Force

Straight & Spiral Miter Gear

Gears which are used as a pair, with the same number of teeth, are called Miter Gears. There are two types of miter gears; a miter gear of straight bevel gears, and the other is a miter gear of spiral bevel gears. Generally, they have a shaft angle of 90 degrees, however, KHK offers standardized angular miter gears with the shaft angle at 45, 60, and 120 degrees.

Characteristics / Technical Hints :
– Bevel gears with the gear ratio at 1 is deemed a Miter Gear
– Used for changing rotational or axial directions

Thrust Force on Spiral Miter Gears :
The Figure 1.12 shows the rotational direction and the thrust force on spiral miter gears. In case they produce thrust force in a negative direction as well as in a positive direction, the bearings must be positioned carefully so they can receive the forces evenly.


Fig.1.12 Direction of Rotation and Thrust Force
Green:RH / Yellow:LH / Blue: Positive Thrust Force / Red: Negative Thrust Force

Angular Miter Gears and Miter Gears :

Fig.1.13 Shaft Angles of KHK Stock Gears
From left to right : Shaft Angle 45° / Shaft Angle 60° / Shaft Angle 90° / Shaft Angle 120°

For more information, please visit Best Cylindrical Gear.

1-4 Nonparallel and Nonintersecting Gears

Gears involving two axis, which are not intersected or parallel, are called Nonparallel and Nonintersecting Axis Gears. They are generally used as worm gear pairs or screw gears. These gears transmit rotational force/power by the relative slippage between gear-tooth surfaces.

Screw Gear (Crossed Helical Gear)

This is a helical gear with a spiral angle at 45 degrees. A pair of gears, nonparallel and are nonintersecting and have the same helix hands, are called screw gears. They work very quietly, but, can only be used for light loads.

Characteristics / Technical Hints :
– Care should be taken for lubrication. The slippage of the meshed faces transmits rotational force / power. Lack of proper lubrication may cause rapid wear.
– Efficiency is low when compared to parallel axis / intersecting axis gears.
– Used in low power transmission
– There is no limits to the number of teeth of paired gears. (differing from Bevel Gears)

The direction of rotation and thrust force on right-helical (R) / left-helical (L) combinations are shown in the Figure 1.14.

Fig.1.14 Direction of Rotation and Thrust Force

(Important Gear Terminology and Gear Nomenclature in Fig 1.14)

  • Thrust bearing

Speed Ratio :
This formula for the speed ratio is the same as it for spur gears.
Speed Ratio
= Number of teeth of Driven Gear / Number of teeth of Drive Gear
(1.6)

Worm Gear Pair

A Worm Gear pair is a set of gears, where one gear is a worm having screw threads and the other is a meshed worm wheel. Worm gear pairs are often used in power transmission with highreduction or high-torque.

Speed Ratio :
Speed Ratio
= Number of teeth of Worm Wheel / Threads of Worm
(1.7)

The direction of rotation and thrust forces on right-helical (R) / left-helical (L) worm mesh, are shown in Figure 1.15.

Fig.1.15 Direction of Rotation and Thrust Forces

(Important Gear Terminology and Gear Nomenclature in Fig 1.15)

  • Thrust bearing

Characteristics / Technical Hints :
– Large reduction ratio can be obtained by a single-stage train
– Efficiency is low if compared with parallel-axis gears or intersecting-axis gears
– Worm gear pairs must be designed and produced as a pair. Gear-cutting is applied by a selective cutting machine in accordance with the base diameter of the meshing worm.
– As with screw gears, slippage occurs on the tooth surface of gears in mesh. Care should be taken for lubrication. Lack of proper lubrication may cause rapid wear.

Calculation Example :
Threads of the worm z1 = 2 , Number of teeth of the worm wheel z2 = 40
Speed Ratio
= 40 / 2
= 20

Related links :
齿轮的种类及特长
Know about rotational directions and numbers of rotation of gears
Know about gear types and relations between the two shafts
Know about gear transmission torque
Types of Gears
Characteristics of Gears
Gear Types and Terminology
Types and Mechanisms of Gear Reducers

Gear vs Chain efficiency - Gear & Pulley engineering

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Gear vs Chain efficiency

Gear vs Chain efficiency

AshleyJean

(Mechanical)

(OP)

12 Oct 03 17:15

We are working on a high mileage car with a 1HP engine.  Yes, a 1HP engine.  We are thinking about cutting a large diameter plastic gear on our CNC that will be driven by our small engine.  We have some ideas that we like about this.  Our question is, are simple spur gears as efficient as a chain or flat belt drive.  Our ration is about 14:1.  Any help in this matter would be great.
Thanks

RE: Gear vs Chain efficiency

GearmanPE

(Mechanical)

12 Oct 03 21:56

Gears are very efficent, with a lubricated gear tooth loss less than 1%.

For a practical car drive, you probably need a steel gear with oil lubrication. Due to the high strength of hardened steel, the gear can be quite small and this keeps the size and cost down when comparied to plastic.

The only chain drives, in modern automotive hitory, were the Invo-chain used in some early GM front wheel drives. Didn't stand the test of time.

RE: Gear vs Chain efficiency

mirekp

(Mechanical)

13 Oct 03 06:08

Here are some common parameters of transmission choices:

Spur Gearing (steel)
transmission ratio optimum: 2-8
transmission ratio extreme: 20
efficiency: 97-99%
weight/power [kg/kW]: 1.8-0.4

Chain transmission
transmission ratio optimum: 1-6
transmission ratio extreme: 10
efficiency: 97-98%
weight/power [kg/kW]: 10-6

Toothed belt
transmission ratio optimum: 1-8
transmission ratio extreme: 14
efficiency: 96-98%
weight/power [kg/kW]: 4-0.8

Flat belt
transmission ratio optimum: 1-5
transmission ratio extreme: 20
efficiency: 96-98%
weight/power [kg/kW]: 6-1.5

http://www.mitcalc.com

Mirek

Gears are efficient, but if you want to guarantee the high efficiency, it is necessary to use steel gearing with lubrication, with high accuracy grade and so on. Maybe should be fine in this case to use the toothed belt, but the right choice is strongly dependent also on the machine design.Here are some common parameters of transmission choices:Spur Gearing (steel)transmission ratio optimum: 2-8transmission ratio extreme: 20efficiency: 97-99%weight/power [kg/kW]: 1.8-0.4Chain transmissiontransmission ratio optimum: 1-6transmission ratio extreme: 10efficiency: 97-98%weight/power [kg/kW]: 10-6Toothed belttransmission ratio optimum: 1-8transmission ratio extreme: 14efficiency: 96-98%weight/power [kg/kW]: 4-0.8Flat belttransmission ratio optimum: 1-5transmission ratio extreme: 20efficiency: 96-98%weight/power [kg/kW]: 6-1.5Mirek

RE: Gear vs Chain efficiency

Tmoose

(Mechanical)

19 Oct 03 09:25

Hummers use them.
http://thehummerclubinc.com/Tech/tcase/Transfercase.jpg

---------------
If vintage Jeeps used gears, and modern Jeeps use chain, which one has time chosen?
eagle/80eagle2_954738.htm

---------------
Mercedes
txcut.html

-----------------
If driving the front half of a Hummer seems like part-time work, My 1980 Yamaha 850 has its original primary (crankshaft > transmission) chain.  42,000 miles.
http://www.yamaha-triples.org/
I think that HyVo chain primary drive is pretty typical on Japanese inline 4 cylinder motorcycles.  

>>Invo-chain ..........Didn't stand the test of time.<www.skidmore.edu/~pdwyer/amc/ eagle/80eagle2_954738.htm---------------Mercedes www.4x4abc.com/ML320/ txcut.html-----------------If driving the front half of a Hummer seems like part-time work, My 1980 Yamaha 850 has its original primary (crankshaft > transmission) chain. 42,000 miles.I think that HyVo chain primary drive is pretty typical on Japanese inline 4 cylinder motorcycles.

RE: Gear vs Chain efficiency

Tmoose

(Mechanical)

19 Oct 03 10:39

The gear efficiency ratings are terribly deceiving especially with splash or re-circulating lube when the revs go up, and with many gear meshes, like in a planetary or epicyclic gearbox.  (4) 97% efficient gear meshes in series make an 89% efficient machine.  

In the last 3 years we have had bouts with 2 large name brand industrial gearboxes that ran at least 5O DEG F hotter than we were "promised."  That darned 97% - 98% efficiency figure kept being tossed our way.
A 50 HP rated gearbox with 1/4 HP coming out the output shaft, but using about 6 HP to tear up its oil is NOT 98% efficient.  Its more like 5% efficient.  All our spindle testing is a operating speed, but not cutting metal.  I'm guessing even at full working load it would still lose something like 6 HP to oil pumping/shear, and the efficiency would be more like 85 to 90%.
 
And, then, when they finally sent THEIR test data, OUR high temps were declared normal.  Just last week We received factory permission to run 4X the recommended oil flow in in a desparate effort to help cool the danged thing down. Both are now researching "minimal" spray lubrication as a means to quickly chop the temp back down.
Too late for us.

RE: Gear vs Chain efficiency

EnglishMuffin

(Mechanical)

19 Oct 03 22:01

Tmoose: Yes - I have long been of the opinion that minimal lubrication of gears should work, and have done designs with mist-lube which were successful. (It also seems to work quite well for hand held electric drills!) If you look in gear textbooks, they often give recommendations for the oil flow rate needed - with the further comment that most of the flow is to carry the heat away. But in fact, most of the heat is generated by the oil in the first place - a sort of chicken and egg thing. By analogy with ball bearings, which like gears are elastohyrodynamically lubricated, it should be possible to get some reliability with marginal lubrication, although even with bearings it tends to be the case that for the greatest reliability, full flow lubrication is often used, provided the heat can be dealt with. The heat generation can be minimized, and efficiency maximized, by minimizing the peak slide roll ratio for each gear mesh.

RE: Gear vs Chain efficiency

MattRR

(Mechanical)

21 Oct 03 08:47

One of the primary advantages of non-involute gears is that it is possible to dramatically reduce sliding losses in gear meshes. I am so tired, of the so called gear "experts", who keep insisting involute meshes are always so efficient. I won't even talk to them anymore. Involute gears are very efficient in certain applications under certain conditions - for example turbomachinery, which has high oil film thickness, where the gears are not oversupplied with oil, and the oil has low viscosity. There are many industrial applications though where oil visocities must be high, where oil films are low, and resulting mesh losses are high (greater than 1% per mesh).

RE: Gear vs Chain efficiency

EnglishMuffin

(Mechanical)

21 Oct 03 16:04

MattRR:
Which particular non-involute types are you referring to ? Wildhaber-Novikov types perhaps ? You must be involved in very demanding applications to make it worthwhile to consider non-involute types from a cost standpoint, as things currently stand. But I have always been puzzled as to why non-involute types have not made many inroads in this country (USA).

RE: Gear vs Chain efficiency

MattRR

(Mechanical)

21 Oct 03 17:28
I was not referring to Novikov gears, although I do believe Novikov gears do have unrecognized advantages. For Novikov gears, I would recommend contacting Dr. Stepan Lunin, his contact information is at

EnglishMuffin,I was not referring to Novikov gears, although I do believe Novikov gears do have unrecognized advantages. For Novikov gears, I would recommend contacting Dr. Stepan Lunin, his contact information is at www.zakgear.com . I was referring to S type gears, and derivatives of S gears. Researchers at University of Ljubjana in Slovenia have made dramatic advances in recent years. I do not see increased cost for non-involute gears. Actually, if they are conformal, manufacturing costs can be reduced if case hardening can be eliminated, and through hardening to Rc50 is used instead.

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