Effect of spalling or tooth breakage on gearmesh stiffness and dynamic response of a one-stage spur gear transmission

Tooth faults affecting gear transmission are always accompanied by a stiffness reduction. In this article an analytical method is proposed to quantify the reduction of gearmesh stiffness due to two common tooth faults: spalling and breakage. Bending, fillet-foundation and contact deflection are taken into account. The dynamic response of a single stage spur gear transmission is computed by using analytical gearmesh issued from analytical modelling and the vibration signatures of each tooth fault is identified.     

磨损与动力学耦合的行星传动齿轮动力学研究

行星齿轮磨损会导致齿轮齿侧间隙非线性增大、传动精度下降、齿面冲击力增大, 进而会导致齿轮传动系统振动加剧, 因此需要对行星齿轮的齿面磨损与动力学耦合特性进行研究. 本文构建了齿轮非线性磨损与考虑齿轮齿侧间隙的非线性动力学耦合计算模型, 对行星传动齿轮磨损动力学特性进行了研究. 首先建立齿轮啮合非线性动力学模型, 获得齿轮运行过程中的非线性啮合力; 进一步将非线性啮合力与齿轮齿面磨损模型相结合, 研究齿轮齿面磨损分布规律; 并根据齿轮磨损后的齿侧间隙对齿面重构, 同时对齿轮动力学模型进行更新; 进而得到行星齿轮传动中动态啮合力和磨损特性的变化趋势, 并获得齿轮传动系统齿轮齿向振动响应. 数值计算结果表明, 行星齿轮磨损导致齿轮在单?双齿交替啮合时产生的冲击增大, 同时太阳轮?行星轮啮合齿对对磨损较为敏感, 齿面啮合条件剧烈恶化, 是造成行星齿轮传动性能退化的主要原因, 本文研究结果为行星齿轮传动系统运行状态评估与可靠性预测提供了理论基础.      

Effect of mesh phase on wave vibration of spur planetary ring gear

The distinctive wave vibration of a ring gear affected by mesh effect is investigated based on the inherent symmetry of spur planetary gears. Compared to prior analysis, this work mainly examines the forced flexural and extensional vibrations. The superposition principle and the Fourier series are introduced to jointly deal with the wave vibrations. The dynamics of the ring gear shows that the effect of the mesh phase on the wave vibration is mainly embodied by the specific relationships between the tooth number, the planet number, the largest common factor of them, the planets’ circumferential position, and the excited wave numbers in the typical rotational, translational and planet modes. For the equal systems, the three modes can be possibly excited depending on the specific mesh phase. And the dominant vibration orders of them are 0, 1 and 2, respectively. The non-zero lowest order is equal to the largest common factor of the two numbers. But for the diametrical ones, only the first two modes can be excited, and the dominant orders of them are 0 and 1, respectively. And the lowest non-zero wave number is 2 for even tooth number and 1 for odd tooth number. As a typical application, these relationships can be used to predict and suppress some potential wave resonances of the ring gear by optimizing the ring-planet mesh phase. The main results are demonstrated with finite element examples and comparisons with the existing literature.     

Planetary gearbox with localised bearings and gears faults: simulation and time/frequency analysis

Planets bearings of planetary gear sets exhibit high rate of failure; detection of these faults which may result in catastrophic breakdowns have always been challenging. The objective of this paper is to investigate the planetary gears vibration properties in healthy and faulty conditions. To seek this goal a previously proposed lumped parameter model (LPM) of planetary gear trains is integrated with a more comprehensive bearing model. This modified LPM includes time varying gear mesh and bearing stiffness and also nonlinear bearing stiffness due to the assumption of Hertzian contact between the rollers/balls and races. The proposed model is completely general and accepts any inner/outer race bearing defect location and profile in addition to its original capacity of modelling cracks and spalls of gears; therefore, various combinations of gears and bearing defects are also applicable. The model is exploited to attain the dynamic response of the system in order to identify and analyze localized faults signatures for inner and outer races as well as rolling elements of planets bearings. Moreover, bearing defect frequencies of inner/outer race and ball/roller and also their sidebands are discussed thoroughly. Finally, frequency response of the system for different sizes of planets bearing faults are compared and statistical diagnostic algorithms are tested to investigate faults presence and growth.     

双联行星轮角度偏差对系统均载特性的影响

为了研究双联行星齿轮在实际设计参数下,其相对角度偏差对复合行星传动系统动力学特性的影响,采用集中参数法建立了3K-I型行星齿轮动力学模型,模型中将双联行星齿轮的相对角度偏差转化为啮合副齿侧间隙的变化,考虑了双联齿轮角度偏差、轮齿侧隙和时变啮合刚度等非线性因素,采用龙格库塔法求解了系统的时域响应并计算其均载系数。分析了不同工况、偏差下系统的动态特性。结果表明,存在双联行星轮角度偏差时,轻载下更容易发生齿轮的脱齿与冲击,系统的均载系数随着双联行星轮角度偏差差值及系统的负载降低而增大,各组行星轮角度偏差分布越集中,角度偏差对系统均载特性的影响越小;角度偏差分布同号时,对系统中某一对齿轮的承载影响明显;角度偏差分布异号时,对系统均载特性的影响最大。     

Dynamic characteristic analysis of spur gear system considering tooth contact state caused by shaft misalignment

The effect of gear contact state change due to shaft misalignment on meshing stiffness is usually neglected in the traditional stiffness calculation model with misalignment error, the further influence mechanism of shaft misalignment on gear dynamic characteristics is also unclear. To address these shortcomings, a new mesh stiffness calculation model with misaligned gear considering the effects of tooth contact state is proposed by combining the improved loaded tooth contact analysis (LTCA) model. Then the effects of tooth contact state changes aroused by shaft misalignment on the meshing stiffness excitation are investigated. Moreover, a dynamic model of the misaligned gear system with 8 degrees of freedom (DOF) is established, and based on which the dynamic characteristics of the gear system are investigated and verified by experiment. The study results indicate that the proposed model can be used to evaluate the stiffness excitation and dynamic characteristics of the misaligned gear system with the tooth contact state taken into consideration. This study can provide a theoretical method for evaluating and identifying shaft misalignment errors.

     

A review of space tether in new applications

Gear eccentricities are one of the practical types of the manufacturing errors that affect the dynamic performance of a planetary gear train (PGT). Previous research about the effects of the gear eccentricities is abundant, and many of them focus on the parallel shaft gear set. However, almost none of them have considered the influence of the gear eccentricities on the mesh stiffness. In fact, the existence of the gear eccentricities can change the center distance and the mesh positions of a meshing gear pair, which will directly affect the mesh stiffness. Situation can be even more complex for the PGT with either sun gear eccentricities or planet gear eccentricities or both of them. Based on that, a new dynamic model of a PGT with gear eccentricities is established. The planar motions of the PGT and the mesh stiffness are integrated and solved simultaneously where the mesh stiffness is determined by the actual mesh positions of the meshing gear pair. The mesh stiffness is calculated by the energy potential method. The time-varying center distance caused by the gear eccentricities is also considered, which can result in the change of line of action, pressure angle, contact ratio and mesh positions. The influence of gear eccentricities on the dynamic performance of a 4-planet PGT is studied. Some useful results are derived at last.     

Dynamic features of planetary gear set with tooth plastic inclination deformation due to tooth root crack

Gear tooth root crack, as one of the popular gear tooth failures, is always caused by the dynamic load or excessive load applied to the tooth. It will devastate the working performance of the gear system, by problems such as vibration and noise, or even lead to a broken tooth, which will stop the normal working process of the gear system. It has attracted wide attention from researchers. However, the previous studies focused their concentration only on the mesh stiffness reduction due to tooth root crack, while the tooth plastic inclination due to tooth bending damages like gear tooth root crack is seldom considered. In this paper, a tooth plastic inclination model for spur gear with tooth root crack is developed by regarding the cracked tooth as a cantilever beam. It influences not only the displacement excitation but also the mesh stiffness and load-sharing factor among tooth pairs in mesh. The simulation results obtained by incorporating the tooth plastic inclination deformation model together with the tooth root crack model into a 21-Degree-of-Freedom planetary gear dynamic model indicate that the tooth plastic inclination has a significant effect on the performance of the gear system rather than the mesh stiffness reduction due to tooth root crack.     

基于承载接触特性的直齿面齿轮滑动摩擦啮合效率研究

为了解决直齿面齿轮滑动摩擦啮合效率的问题,基于弹性流体动力润滑理论,提出了一种计算直齿面齿轮啮合效率的方法.首先,运用轮齿接触分析(TCA)和轮齿承载接触分析技术(LTCA)对直齿面齿轮承载啮合过程进行数值仿真;其次,运用非牛顿准稳态热弹流理论建立滑动摩擦系数的计算模型,从而建立直齿面齿轮啮合效率的计算模型,最后分析了输入扭矩、转速等对啮合效率的影响.结果表明:滑动摩擦系数是影响齿轮啮合效率的重要因素;齿面不同位置滑动摩擦系数也不相同;滑动摩擦系数受输入转速、输入扭矩的影响.该方法为直齿面齿轮的进一步优化计算提供一定的理论依据.     

基于分形理论的双渐开线齿轮接触应力研究

综合考虑接触面粗糙度、材料特性等因素对齿轮接触应力的影响，基于分形理论和经典Hertz接触理论建立双渐开线齿轮分形接触模型. 该模型中，影响载荷和实际接触面积的主要因素包括分形维数、粗糙度幅值和材料特性参数. 理论分析表明:分形维数一定时，真实接触面积随着载荷的增大而增大；载荷一定时，接触面积随着粗糙度幅值的增大而减小；随着材料特性参数值的增加，在一定程度上加强了软材料轮齿承载能力，同时会使得微凸体由弹性变形到塑性变形的临界面积减小. 对比分形接触模型和有限元模型两种计算双渐开线齿轮轮齿接触应力方法，结果证明了分形接触模型计算双渐开线齿轮接触应力的有效性.      

Simulation of impacts in geartrains using different approaches

Gear hammering in diesel engines is a well-known phenomenon in geared drives, exhibiting not only noise but also influencing the performance and durability of diesel engines. Gear hammering is characterised by flanks in contact that lift off and cause impacts when the contact reestablishes, which induces high, sharp dynamic loads. The knowledge of these contact forces is very important for the design of gears. Since contact forces in meshing gears are extremely difficult and expensive to measure, the simulation of these forces plays an important role. Nowadays, these contact simulations are usually carried out within overall models of entire engines using commercial multibody programs that provide submodels for gear contacts, usually based on rigid-body models. However, to reduce inertia effects, gears in geartrains are often designed with very thin bodies, whose elastic compliance influences the contact behaviour to a large extent. For a closer insight into the dynamic behaviour, and especially the influence of thin gear bodies during impact, a typical gear pairing is selected and impacts between one tooth pair are investigated for different boundary and initial conditions with three different models. Besides a multibody model, similar to those used in commercial multibody programs, a fully nonlinear finite-element model and a modally reduced model in combination with a local force law is used. The results of the different approaches are benchmarked in terms of accuracy and numerical effort.     

Solar and Lunar Tides in Magma

A planet consisting of an ideal incompressible fluid under the action of natural gravitation and attraction of celestial bodies is considered. The inhomogeneity and the presence of a solid core are modeled by a point mass concentrated at the center of the homogeneous planet. A formula is obtained that expresses the mass of the core in terms of the coefficient of flattening of the planet and the angular velocity of its rotation about its axis. The height of tides caused by the action of the Sun and satellites is determined. For the Earth, the numerical values have the same orders of magnitude as the height of tidal waves in the ocean. The initial assumption is valid if the energy of elastic deformation due to tidal forces is much smaller than the kinetic energy of the relative tidal motion of the planetary mass. This is shown to be typical of giant planets and, to a lesser degree, of the Earth. Exact Dirichlet, Riemann, and Ovsyannikov solutions and matrix calculus are used.     

应用边界元方法的正齿轮接触应力分析

本文应用边界元方法,采用在齿廓上按赫兹分布的载荷,直接计算了在接触区附近齿表面和齿体内的真实接触应力。并通过计算定量地分析了各齿轮参数及齿面摩擦对接触应力的影响。为高精度的齿轮设计、寿命预测和渗碳层厚度选择提供了可靠的依据。     

Modeling and analyzing of torsional dynamics for helical gear pair considered double and three teeth drive-side meshing

Helical gears are generally considered to be more stable than spur gears. But rattling of the helical gear transmission is found in the engineering practice. The torsional dynamics equations of helical gear pair in high-speed railway gearbox are established in order to reveal the rattling mechanism of helical gear transmission. Double and three teeth pair drive-side meshing are considered. The multi-state meshing zone, load distribution rate and time-varying stiffness determined by contact ratio are analyzed and calculated. The dynamic characteristic transition process of the system is analyzed according to the bifurcation diagrams and the corresponding top Lyapunov exponent (TLE) diagrams, phase portraits, Poincaré maps and time history spectrums of dynamic meshing force based on the calculation of these parameters. The tooth disengagement, tooth back-side contact and their parameter range are found. This study can provide theoretical basis for rattling suppression and transmission stability improvement of helical gear pair.

     

齿轮接触有限元分析

通过接触仿真分析研究了通用接触单元在轮齿变形和接触应力计算中的应用。建立了一对齿轮接触仿真分析的模型，并使用新的接触单元法计算了轮齿变形和接触应力，与赫兹理论比较，同时也计算了摩擦力对接触应力的影响。计算分析了单元离散、几何、边界范围与加载或约束处理方式的误差，建立了一个计算轮齿变形和接触应力的标准，说明了新的接触单元法的精确法、有效性和可靠性。     

Influence of manufacturing errors on dynamic floating characteristics for herringbone planetary gears

Owing to the present of manufacturing errors, the dynamic floating characteristics of herringbone planetary gear train (HPGT) can be changed in comparison with the original ideal design. In this research, based on the actual structure of herringbone gears, taking into consideration manufacturing eccentric errors and tooth profile errors, bearing deformation, time-varying meshing stiffness, gyroscopic effect, and so on, a novel and generalized bending–torsional–axial coupled dynamic model of a herringbone planetary gear train is presented to investigate the dynamic floating performances applying the lumped-parameter approach. The model is capable of being employed for the vibration behavior analysis of the HPGT with different types of manufacturing errors and arbitrary number of planets. The variable step Runge–Kutta algorithm is utilized to compute the dynamic responses of the HPGT system. In combination with the proposed computational approach of the component floating displacement amount, the relationship among manufacturing errors, component floating displacements, and different floating forms is obtained, and the effects of manufacturing errors on the HPGT dynamic floating performances are discussed. Meanwhile, sun gear radial floating trajectories in two cases of sun gear float and non-float are compared and analyzed. Results indicate that the manufacturing error and component float prominently affect the dynamic floating characteristics in the HPGT system.     

渐开线直齿轮弹流润滑条件下的多轴疲劳寿命预估

本文中基于弹流润滑分析和次表面应力建立了渐开线直齿轮多轴疲劳寿命计算模型.相对于传统的单轴疲劳模型,考虑了齿轮固定点的应力历史和材料属性对疲劳寿命的影响,并可以得到齿轮在完整啮合过程中的寿命分布.首先建立齿轮的有限长弹流计算模型,得到齿轮啮合过程中的油膜压力和油膜厚度,再根据油膜压力计算出次表面的应力分布;通过分析齿轮计算区域随啮合过程移动的关系,得到固定点的应力历史,再根据基于应力历史的多轴疲劳寿命模型对齿轮的完整啮合过程进行寿命预估.计算分析了不同粗糙度幅值对轮齿各点寿命大小和分布的影响.研究表明:齿面粗糙度对疲劳寿命的影响显著,随着粗糙度幅值的增大,表层下最大应力向齿面移动,导致低疲劳寿命区向齿面发展且逐步扩展到整个单齿啮合区;而表面粗糙度降低到一定程度则对疲劳寿命的影响变得不明显.     

Comparison of spur,helical and curvilinear gear drives by means of stress and tooth contact analyses

Involute tooth surfaces are a successful technical solution for both spur and helical gear drives since they provide linear contact and a low-level function of transmission errors under good conditions of meshing. Tip relief is usually required to improve contact conditions during the transfer of meshing between adjacent pairs of teeth. Yet, unfavorable conditions of contact appear when shaft deflections and misalignments are present. Localization of contact through lead crowning is a solution that increases the cost of machining in both spur and helical gear drives. In this sense, the generation process of curvilinear gear drives provides localization of contact with no additional cost. Comparison of stresses and transmission error functions in spur, helical and curvilinear gear drives is investigated to show if the application of curvilinear gear drives yields some advantages respect to spur and helical gear drives. The three mentioned types of cylindrical parallel-axis gear drives are provided, firstly, with linear contact, and, secondly, with localized contact, for the purpose of comparison. Different misalignments conditions are taken into account by means of several numerical examples.     

PINPOINT CALCULATION OF TOOTH DEFLECTION ON SPUR GEAR BY MEANS OF METHOD OF COMPLEX VARIABLES IN PLANE ELASTICITY

This paper ineorporated and developed the method originated by AIDA.TERACCHI. and NAGAMUYA. to which a high value is set presently at home andabroad, in which the stress and deflection of tooth on spurgears are calculated by means ofthe method of complex variables in plane elasticity. In this paper, their approximatesolution was developed to become exact solution. The accuracy of the mapping shape oftooth was increased. It was mentioned that the mapping function was expressed by fivefractional terms. with the mapping error being less than 1%m.A calculating principle wasproposed to find out the displacement of contact point in relation to central line of theadjacent gear tooth affecting the quality of mesh of gears directly.The computer programwas made, and according to the computed results.the figures were given so that thedisplacement of the contact point in the normal direction can be calculated conveniently forengineering calculation.