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UKRAINIAN JOURNAL OF MECHANICAL ENGINEERING AND MATERIALS SCIENCE
Vol. 9, No. 2, 2023
Roman Protasoy", LuboS Magdolen?, Jan Danko?
Olena Lanets', Borys Vorontsov’
* Faculty of Mechanical Engineering, Slovak University of Technology in Bratislava
Slovak Republic, e-mail: roman protasov @stuba sk, ORCID 0000-0003-1611-0610
Faculty of Mechanical Engineering, Slovak University of Technology in Bratislava
‘Nim. Slobody. 17, Bratislava, Slovak Republic, e-muil:hubos.magdolen@stuba sk, ORCID 0000-0002-0507-3378
* Faculty of Mechanical Engineering, Slovak University of Technology in Bratislava, Nim. Slobody, 17,
Bratislava, Slovak Republic, e-mail: jan.danko @stuba.sk, ORCID 0000-0002-7193-7728
* Department of Technical Mechanics and Dynamics of Machines, Lviv Polytechnic National University
12, S. Bandery sr., Lviv, Ukraine, e-mail: lend.v.lanets@'ipnn,ua@lpnu.ua, ORCID 0000-0001-7149-1957
* Manufacturing Engineering Department, National Technical University of Ukraine “Igor Sikorsky Kyiv
Polytechnic Institute”, Peremohy Avenue, 37, Kyiv, Ukraine, e-mail: yp@kpi.ua, ORCID 0000-0003-1174-0971
‘Naim. Slobody, 17, Bratislav
ANALYSIS OF THE INFLUENCE OF THE DISPLACEMENT
OF THE GEAR RACK PROFILE OF THE PAIR EVOLUTION GEARING
ON THE QUALITY INDICATORS OF THE TRANSMISSION
Received: March 6, 2023 / Accepted: June 3, 20
© Protasov R., Magdolen L:, Danko J., Lanets O., Vorontsov B, 2023
hutps:/idoi.org/10.23939/ujmems2023,02.066
Abstract. The article is devoted to the study of the influence of the modification of the paired
volute gearing with convex-coneave contact on the quality indicators of transmission, namely, the
contact pressure and the speed of slippage in the engagement. Previous studies of evolute gears showed
the presence of characteristic zones on the side surface of the tooth, which have worse values of quality
indicators than in similar involute gear. One of the ways to remove these zones or to reduce their
impact on the load capacity of the transmission is to modify the tooth profile, which will be
implemented by shifting the profile of the processing gear rack. A displacement factor is added to the
equation of the rail profile curve, which has the same value for the gear and wheel teeth, but the
‘opposite sign. On the basis of the developed equation, the side profiles of the teeth of the gear and the
wheel were constructed. Several values of the rack displacement coefficient with a positive and
negative sign for the gear teeth are considered. The results of the research allow us to evaluate the
influence of the amount and direction of the rail displacement on the curvature of the tooth profiles
the contact pressure in engagement along the height of the tooth, and the relative and absolute speed
of sliding. The modifications ofthe profile ofthe processing toothed rack proposed in this work will expand
the existence of paired evolute gears with a different set of quality indicators. This will make it possible to
design gears with rational values of contact pressures and slip speeds when they are used in heavily Toaded
transmissions created for specific operating conditions. Gears with relatively high slip speeds can be used
in toad and construction equipment transmissions, which are characterized by low shaft rotation frequency.
in which the speed of slip between the teeth does not have a significant effect on the life or efficieney of
the transmission. Otherwise, gears with relatively low slip speeds are very relevant when they are
implemented in the transmission of modem and promising vehicles with a hybrid or fully electric power
unit, especially in the case of passenger cars with high-speed electric motors,
Keywords: gearing, rack displacement, convex-
curvature, contact pressure.
concave contact, paired evolute gearing, profile
Introduction
When designing modem transmissions, itis necessary to achieve rational indicators of such parameters
as its load capacity, weight, dimensions, service life and price. One of the ways to inerease the load capacity
66Analysis of the influence of the displacement of the gear rack profile
of the transmission without inereasing the dimensions and weight is the use of gears with convex-concave
contact [1]. Existing Novikov gears, which have become the most widespread among gears with convex
concave contact in mechanical engineering, have certain design limitations [2, 3]. The most significant is the
feature of the engagement 1s to be made only with helical teeth [4].
In recent decades, already known gears with convex-concave contact have gained further
development and new ones have appeared. The latter include transmissions developed by M. Veres
M. BoSansky., J. Gadus [5] and $. Radzevich [1]. It should be noted that gears with convex-concave
contact, especially those created recently, have certain disadvantages associated with some quality
ndicators. A detailed analysis of such defects can only be realized with the help of a large volume of
research. One of the methods of elimination is the correction of the profile of the tooth, which is used
in involute gears, namely, the movement of the toothed too! rail in the direction from the center of the
axis of the gear wheel or in the direction of the center.
Proposed by the Ukrainian scientist A. I. Pavlov's new engagement, which he called evolute, can be
straight or oblique. Due to the implementation ofa convex-concave contact in the evolute gearing, such gears
have lower contact pressure compared to standard involute gears and are promising for their use in heavily
loaded transmissions.
In the works [3, 4, 6-8] itis shown that the contact crushing of the tooth occurs in the zone of the
engagement pole and begins below the pitch diameter of the gear tooth, his is due to the joint action of
contact pressures and the sliding speed of one profile relative to the other. Also, the sliding speed is the most
important parameter that affects the wear resistance of the transmission and the wear of the contact surfaces
ofthe teeth. Therefore, the study of the speed of sliding in evolute engagement is an important scientific and
practical task.
Evolution gears refer to parts with a complex profile of the working surface. As mentioned above, the
manufacturing processability and cost have a great influence on the speed of wide introduction into the
production of promising gears with increased load capacity. But in recent times, many improved methods of
processing parts with a complex profile and with high geometric accuracy have been developed. Some of
them are deseribed in works [9-11]
Itis also possible to note very promising methods of increasing the contact strength of the surfaces of
parts that work under high pressure. in the form of applying a thin hard coating. Such technologies are
successfully used, including in gear transmissions [12, 13]
Problem Statement
The most frequent types of damage to gear teeth are tooth breakage, peeling and chipping of the
material on the working surfaces of the teeth, abrasive wear, and scratching of the contact surfaces resulting
from the rupture of the oil film. The last three types of damage depending on the contact pressures between
the working surfaces of the teeth and the speeds of mutual sliding,
Previous studies of evolute gears showed the presence of a biconvex contact in the engagement pole
and higher sliding speeds in the area of the leg and head of the tooth compared to the indicators in the
indicated areas in similar involute gear. Applying the modification of the profile of the involute tooth, namely
the displacement of the profile of the processing rack, qualitative indicators of the involute transmission will
be obtained. which will be compared with the indicators without modification
In Fig. 1, @ shows the general view of the evolute gear, and Fig. 1, 6 shows the gear and wheel
engagement zone.
The conducted studies showed that in evolute transmissions, the index of slip speed is slightly worse
compared to standard involute transmission [14]
Also, in some types of evolute gears, there is a biconvex contact in the near-pole zone (Fig. 3). which
puts spur gears on the same level as standard involute gears,
67Roman Protasov, Lubos Magdolen, Jan Danko at all
Fig, 1. Evolute gear:
general view: b— gear and wheel engagement zone
in Le
‘a os|
f
‘ 0.
! u “
; - 5 2 41 «0
G a
a >
Fig, 2. Specific sliding sped:
a- a =15;b— a =20;-=-— k=2, —— k= invotute
Joo $00” 600 700 800900 1000
Fig, 3. Change in contact stresses oy, MPa, along the height ofthe tooth:
— -evolute gearing, ~
zone of biconvex contact in evolute gearing;
involute gearing,
68Analysis of the influence of the displacement of the gear rack profile
Review of Modern Information Sources on the Subject of the Paper
The experience of the synthesis of standard evolute gears shows that the implementation of rational
indicators, including contact pressure and sliding speed, is achieved by the use of teeth adjustment
(displacement of the instrumental toothed rack). From this it can be concluded that the specified indicators
can be improved by introducing the adjustment of the teeth of the evolute gearing. Due to the presence of a
convex-concave contact, it is possible to synthesize evolute transmissions with a larger range of values of
Parameters of qualitative indicators, namely, to implement transmissions with a low sliding speed due to
some deterioration of contact pressure values. But at the same time, the load capacity of the evolute
transmission will still be higher than the similar involute due to the convex-concave contact, Also, it can
partially climinate one of the disadvantages of the involute engagement, namely, reduce the height of the
biconvex contact zone and its effect on the load capacity of the transmission
Several notable works [2-4] are devoted to the correction of the standard involute transmission, The
result of these studies is the creation of areas of existence of gear transmissions and graphs of the dependence
of correction parameters on transmission load parameters. Also, from the point of view of gear wheel
manufacturing technology, this technique is very simple, so the analysis of its use for involute engagement
is very relevant
Objectives and Problems of Research
The purpose of the study is to analyze the influence of the movement of the tool gear rack on the
quality indicators of the evolute gear transmission, stich as the contact pressure along the height of the tooth
and the sliding speed. The research will be conducted on the basis of known analytical formulas and
dependencies, which are used in the synthesis of both evolute engagement and standard involute engagement
and analysis of its quality indicators.
The obtained results in the form of graphs will make it possible to analyze the nature of the change in
the qualitative indicators of the evolutionary transmission from the modification of the initial profile and to
preliminarily determine the range of rational values of the positive and negative movement of the tool rail,
Main Material Presentation
‘The equation ofthe too! rail profile ofthe involute engagement was obtained onthe basis of Bobllie’s
construction in work [1] and has the form of a 2nd-order differential equation:
"aay
o oO)
ky +e
where kis the coefficient of the type of transmission, &= ht sind (h isthe distance between the engagement
pole and the center of rotation of the connecting rod of the replacement mechanism, is the angle of
engagement in the pitch point)
The solution of the differential equation is obtained as an n-degree polynomial [1, 15]. In turn, by
substituting the equation of the parametric curve into the polynomial, you can get the profile of the instrument
rail
xy =a°m;
Ya = (Cao + Coad + Cox Gt... +CuxQ) + 2/4) a 2
where ois the coefficient of the height of the head and foot ofthe tooth, in this work i takes the value from
1 to +1, mis the transmission module, w/4is the displacement of the profile ofthe instrument rail relative
to the axis of symmetry of the tooth.
To construe the profile of the gear tooth, a system of transition equations from the profile ofthe ral,
Which is engaged with the whee! being processed, was used [4,3]
Xp = (81 —@) C05, + (Ys +12) Sindy 5 5)
yz = —( — a) sind, + (4 +72) C08 6, 9
where ris the radius of the dividing circle of the gear, and isthe amount of translational movement of the
too! rail. ois the angle of rotation of the gear being processed
69Roman Protasov, Lubos Magdolen, Jan Danko at all
The tooth profile of the coupled wheel was obtained in a similar way, but taking into account the gear
ratio, which is expressed in the radius of the dividing circle of the wheel ry
43 = (% — a) cos}, + (1 +15) Sind, ;
ee aac ai
Adding the displacement factor 7 to the tool rail equation will further use two separate calculations to
obtain the positive and negative displacement on the gear tooth and the wheel respectively
x = xo1mt Xm;
Wh = (Caro + Cord + Cox§+... 46,28) + 1/4) mp
where zis the displacement coefficient of the instrument rail
At the same time, if the “+” sign is used for the gear, then “-" is used for the wheel and vice versa
The work used a pair of gear wheels with the following parameters: number of gear teeth 21 = 21,
‘number of wheel teeth 2: = 51, transmission module m = 2, correction factor y: -0.4, -0.2, 40.2, +04
Conjugated profiles in relative motion roll one after the other with slip at the point of contact, and the
sliding speed
a“
©)
¥% = Weyl = Weyl ©
‘is equal to the difference of the tangential components of the velocities of the points that are in contact with
cach other:
Y = Viyt = Veya o
The absolute speed of sliding of the profiles that are caught is equal to:
Vy = PY (ws +4), (8)
In order to give a qualitative assessment that characterizes the degree of mutual sliding of the profiles,
it is necessary to introduce an objective indicator (dimensionless value). This indicator is the sliding
coefficient .~ the ratio of the absolute sliding speed of the point of the profile, which is currently in contact.
to the tangential component of this speed.
We write the expressions for the slip coefficient in the following form:
= for pinion A= Vy/Vey,
for gear A = ¥y/(pys * u)
the tangential component of the sliding speed:
coytysindty, 0)
Contact stresses are determined by the following formula:
ou = (10)
‘where pyr is the reduced radius of curvature in the contact of two surfaces, which is the main geometric factor
that affects the number of contact stresses (here the sign is “+” for biconvex contact, and “-" for convex-
concave contact); Hy ~ the reduced modulus of elasticity of the material; 5. — working tooth width; F—the
normal force in engagement.
When calculating the contact pressure, the torque was set at 330 Nm, and the width of the gears was
30mm
Fig. 4 shows the profiles of gears and wheels with involute engagement, and Fig. 4, @ shows profiles
with a negative displacement, and Fig. 4, 5 profiles with a positive displacement.
Fig. 5 show tangential sliding speeds. It can be seen from the Fig. 5. a that with a negative
displacement of the rail, the amount of sliding decreases. But when moving the rail in the positive direction,
the tangential sliding speed increases.
70Analysis of the influence of the displacement of the gear rack profile...
0:
A
sow
4006060
Bae epee 30-20-90 90100200300
+ Pinion x=0.2+004+ Gear=02 = MPs x04 Gard sess Fn x2
—Finioa0) ear
a 6
Fig. 4. Conjugated profiles ofthe teeth ofthe gear and the whee! of the inyolutetransinission:
positive bias; b — nogative bias
“Toga lig yd
_ a sae
o» ‘
: eeu a male ee mrod sear re Fs
a »
Fig, 8. Tangential sliding speed:
— positive bias; b — negative bias
Fig, 6 shows the specific sliding speed of the evolutionary transmission, which takes into account
normal and tangential speeds. From the analysis of the graphs given in example 6, and it can be concluded
aRoman Protasov, Lubos Magdolen, Jan Danko at all
that with a correction greater than “-0,2" the specific sliding speed increases significantly, so the use of such
values should be justified by other parameters of quality indicators. In tur, the positive correction has almost
no effect on the specific sliding speed at values up to at least 0.4
Fig. 6. Specific sliding speed.
a positive bias; b ~ negative bias
Fig. 7 shows the contact pressure along the tooth height of the involute gear, taking into account that
only one pair of teeth transmits the torque. It can be seen from the Fig, 7, a that the negative correction at
the value of -0.4 almost doubles the contact pressure in the area of the engagement pole. Analyzing the
sample 7, 6 we can conclude that the positive correction, although it increases the contact pressure in the
zone below the pole, but in general the growth of this parameter is not significant.
h
a 6
Fig. 7. Contact pressure along the height of the tooth
— positive bias; b — negative biasAnalysis of the influence of the displacement of the gear rack profile
Conclusions
Analyzing the obtained results, it is possible to draw conclusions about the influence of the
displacement of the instrumental evolution rail on the quality and loading parameters of the transmission:
— the absolute sliding speed in the negative and positive direction changes by 25 % percent with each
movement by 0.2:
— the specific speed of sliding in the negative din
value of 0.2 and almost six times at the value of the absolute movement of 0.4:
~ the specific speed of sliding in the positive direction of movement is reduced by two times at a value
of 0.2 and by 50 % at a value of 0.4:
the contact pressure in engagement with the negative direction of movement in the pole zone
increases by approximately 17 %, at *-0.2” and at “-0.4" it increases almost twice. In the area of the tooth
head, the contact pressure is 12-17 % higher than in the transmission without correction for each absolute
displacement value of 0.2.
— the contact pressure in the positive direction of movement in the pole zone almost does not change
But in the area of the tooth leg, there is an increase of this parameter by 25-30 % for each absolute
displacement value of 0.2.
On the basis of the conclusions, it can be stated that the introduction of a negative correction during
the manufacture of an evolutionary transmission will significantly worsen its quality indicators, especially
the contact certainty. Although the positive correction has slightly worse slip speed indicators, at the same
time the contact pressure in the pole zone increases by only 12-17 %, so further research in this direction is
promising,
tion of movement inet
s by thvo times at the
Acknowledgements
This study was conducted within the framework of the project “Innovative solutions for propulsion,
energy and safety components of vehicles”, ITMS code: 313011V334
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