Computerized Developments in Design,Generation, Simulation of Meshing,and Stress Analysis of Gear Drives

The paper represents new computerized developments in design, generation, simulation of meshing, and stress analysis of gear drives. The main contents of the paper are: (i) application of a predesigned parabolic function of transmission errors for reduction of noise, (ii) computerized simulation of noise caused by transmission errors, (iii) modification of the basic algorithm of tooth contact analysis, and (iv) application of approaches developed for enhanced design and simulation of meshing of the following gear drives: (a) spiral bevel gear drives, (b) face-gear drives (including an approach for grinding), and (c) modified helical gear drives. The developed theory is illustrated with numerical examples.     

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.     

表面粗糙度特征对齿轮接触区润滑特性的影响

大部分工程实际粗糙表面符合非高斯分布,并对齿轮接触副润滑特性有重要影响.将渐开线齿轮啮合过程中齿面接触等效为三维无限长线接触,建立了一个可分析直齿轮和斜齿轮的混合弹流润滑计算模型;采用基于快速傅里叶变换的数值仿真方法生成给定参数的非高斯粗糙表面;运用该模型对直齿轮和斜齿轮啮合过程进行分析,求得不同表面粗糙度特征齿轮在各个啮合点的油膜厚度、接触区载荷以及接触区比例的情况.结果表明:对于标准差相等的非高斯粗糙表面,偏度值对齿轮润滑状况的影响与工况紧密相关,在润滑良好的条件下,偏度值越小润滑状况越优;润滑恶劣的条件下,偏度值越大润滑状况越优;而在各种工况下,峰度值对齿轮润滑状况的影响都表现出峰度值越大润滑状况越优的特点.     

Evaluation of the fatigue life of a tractor’s transmission spiral bevel gear

Conventional tractor transmission spiral bevel gears are designed and evaluated based on the engine rated load, which is significantly higher than the load conditions in the field. In this study, the fatigue life of a spiral bevel gear is evaluated to obtain data for design optimization. The equivalent load was calculated using the field load data, and the integrated equivalent load was calculated based on the annual usage of major field operations in Korea. The fatigue life of three spiral bevel gear samples was evaluated using the accelerated life test (ALT) under an engine rated load condition of 120%. It was also evaluated under engine rated, plow equivalent, and integrated equivalent load. Fatigue life was estimated using the ALT results and the fatigue damage exponent based on the ALT equation. We observed that the fatigue life of the spiral bevel gear under the plow equivalent and integrated equivalent loads is higher than that under the rated load by 214 and 9,400 times, respectively. The results of this study can provide useful information for the design optimization of tractor transmission spiral bevel gears considering the field equivalent load.     

3D Dynamic Modelling of Spatial Geared Systems

In this paper, a nonlinearly dynamic model for a spatial geared systemwith intersecting-axes, which consists of bevel gears, bearings, andshafts, is proposed based on a specific finite element theory. A newtype of spatial gear element which is consistent with the specific finiteelement theory is developed and completely describes all thedeformations that exist for the spatial motions of a pair of bevel gears,the time-variant meshing stiffness, and various types of gear errors inmanufacturing and assembly. The 3D motions of the spatial geared systemin axial, lateral, and torsional directions are coupled in the model. Theproposed approach has been coded into a software system and a dynamicanalysis for the spatial geared system is carried out. The nonlinearinfluences of axial, lateral and torsional stiffnesses of the shaft onthe vibration of the spatial geared system are especially investigated.The lateral stiffness changes the resonance peak frequencies of thespatial geared system and the torsional stiffness greatly affects thesize of the dynamic load and vibration amplitude.     

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.     

渐开线斜齿轮非稳态弹流润滑数值模拟研究

建立了渐开线斜齿轮啮合的弹流润滑计算模型,将斜齿圆柱齿轮啮合的齿面接触等效为有限长线接触的弹流润滑问题.考虑斜齿轮啮合的实际因素,将斜齿轮啮合过程中的等效曲率半径和齿面载荷的变化反映到弹流润滑计算模型中,应用统一Reynolds方程方法求得轮齿在1个完整啮合周期内的瞬时弹流润滑数值解.结果表明：斜齿轮啮合线上各点处的膜厚、压力均有较大不同,各接触点处的油膜厚度受综合曲率半径的影响较大;斜齿轮传动非稳态效应相对较弱;小齿轮齿根附近和节点位置处润滑状态较差;适当增大压力角可以改善齿轮的润滑.     

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.

     

Optimal design of gears contact interface modification for an objective as minimum impact resistance of initial meshing-in time domain

Meccanica - In gear pair actual alternating meshing process, the comprehensive errors of the transmission system and the thermal elastic deformation of the teeth body cause the gears in the meshing...     

基于载荷分担理论的渐开线斜齿轮热混合弹流润滑分析

沿接触线把斜齿轮分成许多小薄片,每一薄片看成具有当量角速度的直齿轮,根据欧拉方程得到任一接触点处的曲率半径和表面速度.然后基于载荷分担、弹流润滑和粗糙线接触理论,建立了考虑表面粗糙度的斜齿轮传动混合热弹流润滑模型.研究了斜齿轮传动稳态载荷分布下牛顿流体和Carreau流体时的润滑特性.结果表明:牛顿流体和Carreau非牛顿流体模型下,中心油膜厚度、油膜承载比例、油膜温升随时间和接触线的变化规律相同.牛顿流体下的摩擦系数较工程实际偏大.Carreau非牛顿流体模型下摩擦系数和工程实际相符,其随接触线啮合位置的变化规律与油膜厚度正好相反.     

Enhanced model of load distribution along the line of contact for non-standard involute external gears

The presence of undercut at the tooth root, non-equal addendum on pinion and wheel, non-standard tooth height or non-standard center distance may have decisive influence on the load distribution along the line of contact of spur and helical gear teeth. The curve of variation of the meshing stiffness along the path of contact, quite symmetric respect the midpoint of the interval of contact, loses its symmetry for non-standard geometries and operating conditions. As a consequence, the critical contact points for bending and wear calculations may be shifted from their locations for standard gears. In this paper, a non-uniform model of load distribution along the line of contact of standard spur and helical gears, obtained from the minimum elastic potential criterion, has been enhanced to fit with the meshing conditions of the above mentioned non-standard cylindrical gear pairs. The same analytical formulation of the initial model may be used for the non-standard gears by considering appropriate values of a virtual contact ratio, which are also presented in the paper.     

斜齿轮弹流润滑下的接触疲劳寿命计算

经典齿轮接触疲劳强度理论是基于光滑表面赫兹干接触理论,而实际齿面具有粗糙度,且啮合轮齿多数处于混合润滑状态.本文基于齿轮润滑接触分析建立了渐开线斜齿轮的接触疲劳寿命计算模型.模型由齿轮润滑接触分析模型和基于次表面应力分布的疲劳寿命模型组成.首先将斜齿圆柱齿轮一对齿的瞬时啮合等效为两反向圆锥的接触问题,建立了齿轮的有限长弹流润滑计算模型,考虑了齿轮啮合周期内瞬时载荷、接触线长、卷吸速度等因素的影响,基于统一雷诺方程方法求得啮合齿对间的润滑压力和油膜厚度分布;在此基础上,计算轮齿接触区次表面的米歇斯应力分布,根据Zaretsky接触疲劳寿命计算模型,对齿轮组的接触疲劳寿命进行模拟预测.针对不同工况参数下接触疲劳寿命计算表明:润滑油黏度、轮齿表面粗糙度等因素对齿面接触疲劳寿命均有显著的影响.     

考虑弹流润滑作用的斜齿轮啮合分析方法研究

油膜弹流润滑在齿轮传动中有着非常重要的作用,为得到油膜润滑作用下的齿轮啮合响应,基于ABAQUS/STANDARD的静态计算结果,首先提取了仅有齿轮啮合的齿面接触刚度,再结合油膜刚度得到了齿轮和油膜的综合接触刚度,并以此综合刚度作为接触属性关系进行齿轮的静动态运动响应计算。此外,对齿轮啮合时出现的接触区域(接触斑)不连续现象也进行了分析。最终结果表明考虑油膜润滑作用时,齿轮面的最大接触应力比无润滑作用时下降了30%左右,而齿根处最大拉应力则下降了6.14%。本方法为齿轮动力学分析和齿轮的优化设计提供了基础条件。     

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.     

Dynamics of a Gear System with Faults in Meshing Stiffness

Gear box dynamics is characterised by a periodically changing stiffness. In real gear systems, a backlash also exists that can lead to a loss in contact between the teeth. Due to this loss of contact the gear has piecewise linear stiffness characteristics, and the gears can vibrate regularly and chaotically. In this paper we examine the effect of tooth shape imperfections and defects. Using standard methods for nonlinear systems we examine the dynamics of gear systems with various faults in meshing stiffness.     

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.

     

混合润滑下螺旋锥齿轮抗胶合能力分析

针对螺旋锥齿轮重载下热胶合失效问题,对螺旋锥齿轮在混合润滑条件下的摩擦热行为进行分析. 通过混合弹流润滑数值计算方法和基于有限元的热分析方法,综合考虑螺旋锥齿轮的表面粗糙度、载荷分担、速度矢量和真实接触几何等因素建立点接触混合润滑分析模型,计算啮合轨迹上的连续摩擦系数变化和摩擦热流率,采用有限元分析软件进行齿面热载荷的加载,考虑轮齿导热和齿面与环境的热对流,分析轮齿本体温度场分布和啮合过程中闪温变化. 根据齿面最大接触温度与国际标准ISO 6336-20中齿轮抗胶合能力计算方法进行比较分析. 结果表明:有限元热分析得到的齿面温度与ISO所得变化规律十分接近,其最大温度低于ISO标准计算温度,使用ISO标准计算出螺旋锥齿轮抗胶合安全系数小于有限元法. 在混合润滑下求解的齿面热流率和温度变化,并且考虑了齿轮热传导和热对流影响,从理论上来说有限元法更加符合实际工作情况. ISO方法在处理上述问题以及计算本体温度上仍有不足,但其在齿轮抗胶合能力校核上具有广泛的适用性,可考虑结合有限元热分析法解决传热问题同时进行抗胶合能力综合评价.      

Passive control of vibration of thin-walled gears: advanced modelling of ring dampers

Vibrations on gears are mainly induced by the gear mesh contact. Resonance conditions of the gear may occur during service if the mesh frequency is close to the natural frequencies of the system at the designed speed of the shaft. Since detuning is not always possible in gears, the response level must be reduced by increasing the damping of the system. In this paper, a passive approach based on the application of a ring damper to reduce the vibration level is presented. The ring damper is placed in a groove underneath the outer rim of the gear. The contact is guaranteed by the preload due to the elasticity of the ring damper itself and above all by the centrifugal force that presses the damper against the groove during rotation. The relative motion of the two components at the contact interface dissipates energy by friction, and hence damping is generated. The vibration amplitude is reduced by optimizing the material and geometrical properties of the ring damper. One of the most important parameters in the determination of the amount of damping due to friction phenomena is the static normal load at the contact, which depends on the mass, the shape, and the material of the ring damper. A numerical method is presented, which couples the static and dynamic equilibrium equations of the assembly. The core of the proposed method is the contact element that takes into account local stick–slip–lift off of the contact and determines the contact forces in terms of static and dynamic loads, which are then used to solve the coupled static and dynamic equilibrium. Since the ring damper has a cut that breaks its continuous circular shape in order to be fitted on the groove, the hypothesis of cyclic symmetry for the gear/ring–damper assembly fails. As a consequence, an appropriate reduced-order modeling is presented to allow the forced response calculations. The algorithm is applied to a dummy bevel gear and to a ring damper having a flat punch contact area. The forced response calculations are performed to highlight the nonlinear interaction between the gear and damper by varying the parameters that mainly affect the amount and distribution of the contact forces and therefore the response level.     

Stochastic Vibration Model of Gear Transmission Systems Considering Speed-Dependent Random Errors

A dynamic and stochastic simulation model is developed for analyzing the vibration of gear transmission systems with consideration of the influence of the time-variant stiffness, loads, and gear transmission errors. The gear transmission system is viewed as a non-linear, time-correlated and stationary stochastic system. The transmission errors of gears are decomposed into harmonic and random components based on the spectral analysis. To simulate the random component, a second order Markov process with time-variant parameters considering influence of rotational speed is proposed and the method to determine the model parameters based on the random error of measured gear transmission error is developed. A simulation system is developed. The input to the simulation system is a white Gaussian noise process and harmonic errors, and the output is the rotational vibration acceleration of gears. Experiments are carried out to verify the proposed model. The influences of the random error on vibration acceleration are examined using the developed simulation system.     

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.