See D. W. Dudley, ed., Gear Handbook (1962); H. J. Watson, Modern Gear Production (1970); R. J. Drago, Fundamentals of Gear Design (1988).
Machine component consisting of a toothed wheel attached to a rotating shaft. Gears operate in pairs, the teeth of one engaging the teeth of a second, to transmit and modify rotary motion and torque. To transmit motion smoothly, the contacting surfaces of gear teeth must be carefully shaped to a specific profile. The smaller of a gear pair is often known as the pinion. If the pinion is on the driving shaft, the pair acts to reduce speed and to amplify torque; if the pinion is on the driven shaft, the pair acts to increase speed and reduce torque.
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In automotive mechanics, a gear arrangement that transmits power from the engine to a pair of driving wheels, dividing the force equally between them but permitting them to follow paths of different lengths, as when turning a corner or traversing an uneven road. On a straight road the wheels rotate at the same speed; when turning a corner the outside wheel has farther to go and would turn faster than the inner wheel if unrestrained. The automobile differential was invented in 1827; originally used on steam-driven vehicles, it was well known when internal-combustion engines finally appeared.
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A gear is a component within a transmission device that transmits rotational force to another gear or device. A gear is different from a pulley in that a gear is a round wheel which has linkages ("teeth" or "cogs") that mesh with other gear teeth, allowing force to be fully transferred without slippage. Depending on their construction and arrangement, geared devices can transmit forces at different speeds, torques, or in a different direction, from the power source.
The most common situation is for a gear to mesh with another gear, but a gear can mesh with any device having compatible teeth, such as linear moving racks.
A gear's most important feature is that gears of unequal sizes (diameters) can be combined to produce a mechanical advantage, so that the rotational speed and torque of the second gear are different from that of the first. In the context of a particular machine, the term "gear" also refers to one particular arrangement of gears among other arrangements (such as "first gear"). Such arrangements are often given as a ratio, using the number of teeth or gear diameter as units. The term "gear" is also used in non-geared devices which perform equivalent tasks:
The interlocking of the teeth in a pair of meshing gears means that their circumferences necessarily move at the same rate of linear motion (eg., metres per second, or feet per minute). Since rotational speed (eg. measured in revolutions per second, revolutions per minute, or radians per second) is proportional to a wheel's circumferential speed divided by its radius, we see that the larger the radius of a gear, the slower will be its rotational speed, when meshed with a gear of given size and speed. The same conclusion can also be reached by a different analytical process: counting teeth. Since the teeth of two meshing gears are locked in a one to one correspondence, when all of the teeth of the smaller gear have passed the point where the gears meet -- ie., when the smaller gear has made one revolution -- not all of the teeth of the larger gear will have passed that point -- the larger gear will have made less than one revolution. The smaller gear makes more revolutions in a given period of time; it turns faster. The speed ratio is simply the reciprocal ratio of the numbers of teeth on the two gears.
(Speed A * Number of teeth A) = (Speed B * Number of teeth B)
This ratio is known as the gear ratio.
The torque ratio can be determined by considering the force that a tooth of one gear exerts on a tooth of the other gear. Consider two teeth in contact at a point on the line joining the shaft axes of the two gears. In general, the force will have both a radial and a circumferential component. The radial component can be ignored: it merely causes a sideways push on the shaft and does not contribute to turning. The circumferential component causes turning. The torque is equal to the circumferential component of the force times radius. Thus we see that the larger gear experiences greater torque; the smaller gear less. The torque ratio is equal to the ratio of the radii. This is exactly the inverse of the case with the velocity ratio. Higher torque implies lower velocity and vice versa. The fact that the torque ratio is the inverse of the velocity ratio could also be inferred from the law of conservation of energy. Here we have been neglecting the effect of friction on the torque ratio. The velocity ratio is truly given by the tooth or size ratio, but friction will cause the torque ratio to be actually somewhat less than the inverse of the velocity ratio.
In the above discussion we have made mention of the gear "radius". Since a gear is not a proper circle but a roughened circle, it does not have a radius. However, in a pair of meshing gears, each may be considered to have an effective radius, called the pitch radius, the pitch radii being such that smooth wheels of those radii would produce the same velocity ratio that the gears actually produce. The pitch radius can be considered sort of an "average" radius of the gear, somewhere between the outside radius of the gear and the radius at the base of the teeth.
The issue of pitch radius brings up the fact that the point on a gear tooth where it makes contact with a tooth on the mating gear varies during the time the pair of teeth are engaged; also the direction of force may vary. As a result, the velocity ratio (and torque ratio) is not, actually, in general, constant, if one considers the situation in detail, over the course of the period of engagement of a single pair of teeth. The velocity and torque ratios given at the beginning of this section are valid only "in bulk" -- as long-term averages; the values at some particular position of the teeth may be different.
It is in fact possible to choose tooth shapes that will result in the velocity ratio also being absolutely constant -- in the short term as well as the long term. In good quality gears this is usually done, since velocity ratio fluctuations cause undue vibration, and put additional stress on the teeth, which can cause tooth breakage under heavy loads at high speed. Constant velocity ratio may also be desirable for precision in instrumentation gearing, clocks and watches. The involute tooth shape is one that results in a constant velocity ratio, and is the most commonly used of such shapes today.
An external gear is one with the teeth formed on the outer surface of a cylinder or cone. Conversely, an internal gear is one with the teeth formed on the inner surface of a cylinder or cone. For bevel gears, an internal gear is one with the pitch angle exceeding 90 degrees.
Helical gears offer a refinement over spur gears. The leading edges of the teeth are not parallel to the axis of rotation, but are set at an angle. Since the gear is curved, this angling causes the tooth shape to be a segment of a helix. The angled teeth engage more gradually than do spur gear teeth. This causes helical gears to run more smoothly and quietly than spur gears. Helical gears also offer the possibility of using non-parallel shafts. A pair of helical gears can be meshed in two ways: with shafts oriented at either the sum or the difference of the helix angles of the gears. These configurations are referred to as parallel or crossed, respectively. The parallel configuration is the more mechanically sound. In it, the helices of a pair of meshing teeth meet at a common tangent, and the contact between the tooth surfaces will, generally, be a curve extending some distance across their face widths. In the crossed configuration, the helices do not meet tangentially, and only point contact is achieved between tooth surfaces. Because of the small area of contact, crossed helical gears can only be used with light loads.
Quite commonly, helical gears come in pairs where the helix angle of one is the negative of the helix angle of the other; such a pair might also be referred to as having a right-handed helix and a left-handed helix of equal angles. If such a pair is meshed in the 'parallel' mode, the two equal but opposite angles add to zero: the angle between shafts is zero -- that is, the shafts are parallel. If the pair is meshed in the 'crossed' mode, the angle between shafts will be twice the absolute value of either helix angle.
Note that 'parallel' helical gears need not have parallel shafts -- this only occurs if their helix angles are equal but opposite. The 'parallel' in 'parallel helical gears' must refer, if anything, to the (quasi) parallelism of the teeth, not to the shaft orientation.
As mentioned at the start of this section, helical gears operate more smoothly than do spur gears. With parallel helical gears, each pair of teeth first make contact at a single point at one side of the gear wheel; a moving curve of contact then grows gradually across the tooth face. It may span the entire width of the tooth for a time. Finally, it recedes until the teeth break contact at a single point on the opposite side of the wheel. Thus force is taken up and released gradually. With spur gears, the situation is quite different. When a pair of teeth meet, they immediately make line contact across their entire width. This causes impact stress and noise. Spur gears make a characteristic whine at high speeds and can not take as much torque as helical gears because their teeth are receiving impact blows. Whereas spur gears are used for low speed applications and those situations where noise control is not a problem, the use of helical gears is indicated when the application involves high speeds, large power transmission, or where noise abatement is important. The speed is considered to be high when the pitch line velocity (that is, the circumferential velocity) exceeds 5000 ft/min. A disadvantage of helical gears is a resultant thrust along the axis of the gear, which needs to be accommodated by appropriate thrust bearings, and a greater degree of sliding friction between the meshing teeth, often addressed with specific additives in the lubricant.
Where the oppositely angled teeth meet in the middle of a herringbone gear, the alignment may be such that tooth tip meets tooth tip, or the alignment may be staggered, so that tooth tip meets tooth trough. The latter type of alignment results in what is known as a Wuest type herringbone gear.
With the older method of fabrication, herringbone gears had a central channel separating the two oppositely-angled courses of teeth. This was necessary to permit the shaving tool to run out of the groove. The development of the Sykes gear shaper now makes it possible to have continuous teeth, with no central gap.
Bevel gears are essentially conically shaped, although the actual gear does not extend all the way to the vertex (tip) of the cone that bounds it. With two bevel gears in mesh, the vertices of their two cones lie on a single point, and the shaft axes also intersect at that point. The angle between the shafts can be anything except zero or 180 degrees. Bevel gears with equal numbers of teeth and shaft axes at 90 degrees are called miter gears.
The teeth of a bevel gear may be straight-cut as with spur gears, or they may be cut in a variety of other shapes. 'Spiral bevel gears' have teeth that are both curved along their (the tooth's) length; and set at an angle, analogously to the way helical gear teeth are set at an angle compared to spur gear teeth. 'Zero bevel gears' have teeth which are curved along their length, but not angled. Spiral bevel gears have the same advantages and disadvantages relative to their straight-cut cousins as helical gears do to spur gears. Straight bevel gears are generally used only at speeds below 5 m/s (1000 ft/min), or, for small gears, 1000 r.p.m.
A crown gear or contrate gear is a particular form of bevel gear whose teeth project at right angles to the plane of the wheel; in their orientation the teeth resemble the points on a crown. A crown gear can only mesh accurately with another bevel gear, although crown gears are sometimes seen meshing with spur gears. A crown gear is also sometimes meshed with an escapement such as found in mechanical clocks.
A worm is a gear that resembles a screw. It is a species of helical gear, but its helix angle is usually somewhat large(ie., somewhat close to 90 degrees) and its body is usually fairly long in the axial direction; and it is these attributes which give it its screw like qualities. A worm is usually meshed with an ordinary looking, disk-shaped gear, which is called the "gear", the "wheel", the "worm gear", or the "worm wheel". The prime feature of a worm-and-gear set is that it allows the attainment of a high gear ratio with few parts, in a small space. Helical gears are, in practice, limited to gear ratios of 10:1 and under; worm gear sets commonly have gear ratios between 10:1 and 100:1, and occasionally 500:1. In worm-and-gear sets, where the worm's helix angle is large, the sliding action between teeth can be considerable, and the resulting frictional loss causes the efficiency of the drive to be usually less than 90 percent, sometimes less than 50 percent, which is far less than other types of gears.
The distinction between a worm and a helical gear is made when at least one tooth persists for a full 360 degree turn around the helix. If this occurs, it is a 'worm'; if not, it is a 'helical gear'. A worm may have as few as one tooth. If that tooth persists for several turns around the helix, the worm will appear, superficially, to have more than one tooth, but what one in fact sees is the same tooth reappearing at intervals along the length of the worm. The usual screw nomenclature applies: a one-toothed worm is called "single thread" or "single start"; a worm with more than one tooth is called "multiple thread" or "multiple start".
We should note that the helix angle of a worm is not usually specified. Instead, the lead angle, which is equal to 90 degrees minus the helix angle, is given.
In a worm-and-gear set, the worm can always drive the gear. However, if the gear attempts to drive the worm, it may or may not succeed. Particularly if the lead angle is small, the gear's teeth may simply lock against the worm's teeth, because the force component circumferential to the worm is not sufficient to overcome friction. Whether this will happen depends on a function of several parameters; however, an approximate rule is that if the tangent of the lead angle is greater than the coefficient of friction, the gear will not lock. Worm-and-gear sets that do lock in the above manner are called "self locking". The self locking feature can be an advantage, as for instance when it is desired to set the position of a mechanism by turning the worm and then have the mechanism hold that position. An example of this is the tuning mechanism on some types of stringed instruments.
If the gear in a worm-and-gear set is an ordinary helical gear only point contact between teeth will be achieved. If medium to high power transmission is desired, the tooth shape of the gear is modified to achieve more intimate contact with the worm thread. A noticeable feature of most such gears is that the tooth tops are concave, so that the gear partly envelopes the worm. A further development is to make the worm concave (viewed from the side, perpendicular to its axis) so that it partly envelopes the gear as well; this is called a cone-drive or Hindley worm.
A right hand helical gear or right hand worm is one in which the teeth twist clockwise as they recede from an observer looking along the axis. The designations, right hand and left hand, are the same as in the long established practice for screw threads, both external and internal. Two external helical gears operating on parallel axes must be of opposite hand. An internal helical gear and its pinion must be of the same hand.It is used to get high velocity ratio.
A left hand helical gear or left hand worm is one in which the teeth twist counterclockwise as they recede from an observer looking along the axis.
A rack is a toothed bar or rod that can be thought of as a sector gear with an infinitely large radius of curvature. Torque can be converted to linear force by meshing a rack with a pinion: the pinion turns; the rack moves in a straight line. Such a mechanism is used in automobiles to convert the rotation of the steering wheel into the left-to-right motion of the tie rod(s). Racks also feature in the theory of gear geometry, where, for instance, the tooth shape of an interchangeable set of gears may be specified for the rack (infinite radius), and the tooth shapes for gears of particular actual radii then derived from that. The rack and pinion gear type is employed in a rack railway.
In an ordinary gear train, the gears rotate but their axes are stationary. An epicyclic gear train is one in which one or more of the axes also moves. Examples are the sun and planet gear system invented by the company of James Watt, in which the axis of the planet gear revolves around the central sun gear; and the differential gear system used to drive the wheels of automobiles, in which the axis of the central bevel pinion is turned "end over end" by the ring gear, the drive to the wheels being taken off by bevel gears meshing with the central bevel pinion. With the differential gearing, the sum of the two wheel speeds is fixed, but how it is divided between the two wheels is undetermined, so the outer wheel can run faster and the inner wheel slower on corners.
A point of contact is any point at which two tooth profiles touch each other.
A line of contact is a line or curve along which two tooth surfaces are tangent to each other.
The line of action is the path of action for involute gears. It is the straight line passing through the pitch point and tangent to both base circles.
The plane of action is the surface of action for involute, parallel axis gears with either spur or helical teeth. It is tangent to the base cylinders.
Zone of action (contact zone) for involute, parallel-axis gears with either spur or helical teeth, is the rectangular area in the plane of action bounded by the length of action and the effective face width.
The path of contact is the curve on either tooth surface along which theoretical single point contact occurs during the engagement of gears with crowned tooth surfaces or gears that normally engage with only single point contact.
Length of action is the distance on the line of action through which the point of contact moves during the action of the tooth profile.
Arc of approach is the arc of the pitch circle through which a tooth profile moves from its beginning of contact until the point of contact arrives at the pitch point.
Limit diameter is the diameter on a gear at which the line of action intersects the maximum (or minimum for internal pinion) addendum circle of the mating gear. This is also referred to as the start of active profile, the start of contact, the end of contact, or the end of active profile.
Face advance is the distance on a pitch circle through which a helical or spiral tooth moves from the position at which contact begins at one end of the tooth trace on the pitch surface to the position where contact ceases at the other end.
There are several outcomes of gear shifting in motor vehicles. In the case of air pollution emissions, there are higher pollutant emissions generated in the lower gears, when the engine is working harder than when higher gears have been attained. In the case of vehicle noise emissions, there are higher sound levels emitted when the vehicle is engaged in lower gears. This fact has been utilized in analyzing vehicle generated sound since the late 1960s, and has been incorporated into the simulation of urban roadway noise and corresponding design of urban noise barriers along roadways.
A profile is one side of a tooth in a cross section between the outside circle and the root circle. Usually a profile is the curve of intersection of a tooth surface and a plane or surface normal to the pitch surface, such as the transverse, normal, or axial plane.
The fillet curve (root fillet) is the concave portion of the tooth profile where it joins the bottom of the tooth space.2
As mentioned near the beginning of the article, the attainment of a non fluctuating velocity ratio is dependent on the profile of the teeth. Friction and wear between two gears is also dependent on the tooth profile. There are a great many tooth profiles that will give a constant velocity ratio, and in many cases, given an arbitrary tooth shape, it is possible to develop a tooth profile for the mating gear that will give a constant velocity ratio. However, two constant velocity tooth profiles have been by far the most commonly used in modern times. They are the cycloid and the involute. The cycloid was more common until the late 1800s; since then the involute has largely superseded it, particularly in drive train applications. The cycloid is in some ways the more interesting and flexible shape; however the involute has two advantages: it is easier to manufacture, and it permits the center to center spacing of the gears to vary over some range without ruining the constancy of the velocity ratio. Cycloidal gears only work properly if the center spacing is exactly right. Cycloidal gears are still used in mechanical clocks.
Undercut is a condition in generated gear teeth when any part of the fillet curve lies inside of a line drawn tangent to the working profile at its point of juncture with the fillet. Undercut may be deliberately introduced to facilitate finishing operations. With undercut the fillet curve intersects the working profile. Without undercut the fillet curve and the working profile have a common tangent.
Pitch is the distance between a point on one tooth and the corresponding point on an adjacent tooth. It is a dimension measured along a line or curve in the transverse, normal, or axial directions. The use of the single word “pitch” without qualification may be ambiguous, and for this reason it is preferable to use specific designations such as transverse circular pitch, normal base pitch, axial pitch.
Transverse circular pitch is the circular pitch in the transverse plane.
Axial pitch is linear pitch in an axial plane and in a pitch surface. In helical gears and worms, axial pitch has the same value at all diameters. In gearing of other types, axial pitch may be confined to the pitch surface and may be a circular measurement.
The term axial pitch is preferred to the term linear pitch. The axial pitch of a helical worm and the circular pitch of its wormgear are the same.
Base pitch in an involute gear is the pitch on the base circle or along the line of action. Corresponding sides of involute gear teeth are parallel curves, and the base pitch is the constant and fundamental distance between them along a common normal in a transverse plane.
degrees or radians
Numerous nonferrous alloys, cast irons, powder-metallurgy and even plastics are used in the manufacture of gears. However steels are most commonly used because of their high strength to weight ratio and low cost. Plastic is commonly used where cost or weight is a concern. A properly designed plastic gear can replace steel in many cases; It often has desirable properties. They can tolerate dirt, low speed meshing, and "skipping" quite well. Manufacturers have employed plastic to make consumer items affordable. This includes copy machines, optical storage devices, VCRs, cheap dynamos, consumer audio equipment, servo motors, and printers.
Circular thickness is the length of arc between the two sides of a gear tooth, on the specified datum circle.
Transverse circular thickness is the circular thickness in the transverse plane.
Chordal thickness is the length of the chord that subtends a circular thickness arc in the plane normal to the pitch helix. Any convenient measuring diameter may be selected, not necessarily the standard pitch diameter.
The rack shift is the displacement of the tool datum line from the reference cylinder, made non-dimensional by dividing by the normal module. It is used to specify the tooth thickness.
Span measurement is the measurement of the distance across several teeth in a normal plane. As long as the measuring device has parallel measuring surfaces that contact on an unmodified portion of the involute, the measurement will be along a line tangent to the base cylinder. It is used to determine tooth thickness.
Stub teeth are those in which the working depth is less than 2.000 divided by the normal diametral pitch.
Countries which have adopted the metric system generally use the module system. As a result, the term module is usually understood to mean the pitch diameter in millimeters divided by the number of teeth. When the module is based upon inch measurements, it is known as The English Module to avoid confusion with the metric module. Module is a direct dimension, whereas diametral pitch is an inverse dimension (like 'threads per inch'). Thus, if the pitch diameter of a gear is 40 millimeters and the number of teeth 20, the module is 2, which means that there are 2 millimeters of pitch diameter for each tooth.