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    Sample report.

    Some items of text have been obscured

    The Queen's University of Belfast

    Mechanical & Manufacturing Engineering

    Stage 2 - Gearbox Design Project

    2010/2011

    David Thornhill

    Summary

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    Contents Page No.

    1 Design overview ..................................................................................................................... 1

    1.1 Introduction ...................................................................................................................... 2

    1.2 Xoxxo xoxoo .................................................................................................................... 3

    1.3 Xxoxoxoo ......................................................................................................................... 5

    1.4 Oxoxxo xoxoo.................................................................................................................. 5

    1.5 Xooxoxooxo oxoxxox ..................................................................................................... 6

    1.6 Solid modelling ................................................................................................................ 7

    1.7 Conclusions ..................................................................................................................... 7

    Appendix 1 - Design specification ............................................................................................ 8

    Appendix 2 - Design spreadsheets........................................................................................ 10

    A2.1 Gear stress analysis - Stage 1................................................................................. 11

    A2.2 Gear stress analysis - Stage 2................................................................................. 13

    A2.3 Gear forces ................................................................................................................. 15

    A2.4 Shaft and key size selection ..................................................................................... 16

    A2.5 Input shaft loads and bearing selection .................................................................. 17

    A2.6 Midshaft loads and bearing selection...................................................................... 18

    A2.7 Output shaft loads and bearing selection............................................................... 19

    A2.8 Midshaft and output shaft gearwheel press fits ..................................................... 20

    Appendix 3 - Marking ............................................................................................................... 21

    List of figures

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    Figure 2: Xoxxo xoxoo .............................................................................................................. 3

    Figure 3: Xxoxoxoo ................................................................................................................... 4

    Figure 4: Oxoxxo xoxoo ........................................................................................................... 5

    Figure 5: Xxxooox oxoxxo ........................................................................................................ 6

    Figure 6: Xxooxxo xxxoxoo oo xxxo xxxx ooooxxo xxoxx xoo ooxxo xxo oooxx ............ 7

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    1 Design overview

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    1.1 Introduction

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    1.3 Xxoxoxoo

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    1.6 Solid modelling

    To the best of my knowledge there were no features of the design that I was unable toachieve because of the limitations of the solid modelling software.

    1.7 Conclusions

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    Appendix 1 - Design specification

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    Gearbox design specification

    Senior Designer and Project Engineer: David Thornhill

    Introduction:

    Although a specific application for the gearbox has yet to be determined it is likely to find

    application in the aerospace industry. As such, it is important that the design is optimised to

    provide the required power capacity at the minimum weight. It may be assumed that the

    installed attitude of the gearbox will remain constant.

    Specification:

    1. Gearbox to use two gear stages

    2. Speed ratio between input and output shafts: 12:1

    3. Speed of input shaft: 3000 rev/min4. Power capacity (at input shaft): 14 kW

    5. The input shaft and the intermediate shaft are to be vertically above the output shaft.

    6. The output shaft is to allow drive to be taken from either side of the gearbox.

    7. Direction of input shaft rotation viewed on end is clockwise.

    8. Lubrication is to be by oil splash.

    9. Gears to have a minimum life of 20000 hrs

    10. Minimum gear stress safety factor: 1.2

    11. Gears to be of helical form ( 20 - 30 helix angle) to minimise noise, vibration andharshness (NVH)

    12. Gears are to be sufficiently wide that the helix causes at least one tooth to be in fullmesh at all times on each gear pair.

    13. Individual gear pair ratios to make use of hunting teeth.

    14. Bearings should have a life of 10000 hrs with 90% reliability. If, however, it can beproven that the bearings become unacceptably large a reduced service life may bespecified that will allow smaller bearings to be utilised.

    15. The input shaft will be subject to a maximum radial load (N) of 10 x the input torque(Nm). This will act vertically downwards on the shaft at a distance of 25 mm from the

    outermost surface of the gearbox case.

    16. The output shaft is not subjected to any external radial loading.

    17. The gearbox is to provide adequate mounting feet to support itself and any reactionsdue to the torque and forces acting on the input and output shafts.

    18. The input and output shafts are to be equipped with keyways of proportions adequateto transmit the required torque.

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    Appendix 2 - Design spreadsheets

    The following spreadsheets have been revised from their originally submitted and markedform to reflect changes to the design that were necessary during the solid modelling stage of

    the project.

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    A2.1 Gear stress analysis - Stage 1

    Senior designer David Thornhill

    Geometry Comment

    Module (mm) 1.50

    Facewidth (mm) 20.00

    Helix angle (deg) 20.00

    No of teeth 19 84

    Gear ratio 4.42

    Centre distance (mm) 82.21

    Reference diameter (mm) 30.33 134.09

    Pitch diameter (mm) 30.33 134.09

    Tip diameter (mm) 33.33 137.09

    Root diameter (mm) 26.58 130.34

    Quality Comment

    Grade (1-12) 5 5

    Surface finish - Flank (micro m Ra) 0.80 0.80

    Surface finish - Root (micro m Ra) 3.20 3.20

    Material

    Material Steel Steel

    Quality (A, B or C) B B

    UTS (MN/m^2) 2300 2300UTS Core (MN/m^2) 1000 1000

    Surface hardness (HV) 700 700

    Surface hardening Case hardened

    Case depth (mm) 0.30 0.30

    Post hardening operation Very light grind

    Operation

    Gear speed (rev/min) 3000.0 678.6

    Required life (hours) 25000

    Application factor, KA 1

    Kinematic viscosity of lubricant at 40 C (mm^2/s) 115

    Power (kW) 14

    Notes:

    1. Typically the module size of the second stage will be the next size up from the first stage.

    Generally, if the permitted stress levels are much higher than the actual stress levels the

    module size should be reduced.

    2. If the gear face widths are too small the module size should be reduced. Try to keep in

    the range 20 30.

    3. Face width must be greater than: ( )m/tan , where m is the module and is the helix

    angle.

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    Contact stress Comment

    Speed and lubrication factor, ZL*Zv 0.931

    Roughness factor, ZR 0.945

    Material quality factor, ZM 0.900 0.900

    Work hardening factor, ZW 1.000 1.000Size Factor, ZX 1.000

    Life factor, ZN 1.000 1.000

    Minimum demand safety factor 1.2 1.2

    Casedepth factor, Zc 1.000 1.000

    Disc/gear correction factor, ZG 0.838 0.899

    Endurance limit for contact stress for discs (MN/m^2) 2130 2130

    Endurance limit for contact stress for gears (MN/m^2) 1783.993 1915.021

    Permissible contact stress (MN/m^2) 1177.68 1264.176

    Zone factor, ZH 2.371

    Elasticity factor, ZE 189

    Contact ratio factor, Z epsilon 0.804

    Dynamic factor, Kv 1.025

    Transverse load factor, KH alpha 1.150

    Face load factor, KH beta 1.433

    Nominal tangential force acting on teeth at ref circle (N) 2939

    Actual calculated contact stress (MN/m^2) 1141.739 1141.739

    Root bending stress Comment

    Life factor, YN 1.0 1.0

    Surface condition factor, YR 0.905 0.905

    Size factor, YX 1.0 1.0Material quality factor, YM 0.9 0.9

    Sensitivity factor, Y delta 1.027 1.033

    Minimum demand safety factor 1.2 1.2

    Residual stress due to post heat treatment finish (MN/m^2) -400 -400

    Basic endurance limit of polished specimen under areversing bending load (MN/m^2)

    560 560

    Permissible bending stress (MN/m^2) 750.8 755.7

    Tooth form factor, YF 1.544 1.320

    Stress correction factor, YS 1.837 2.112

    Helix angle factor, Y beta 0.833

    Transverse load factor, KF alpha 1.150

    Face load factor, KF beta 1.350

    Actual bending stress (MN/m^2) 368.6187 362.2568

    Sub surface bending stress Comment

    Residual stress due to post heat treatment finish (MN/m^2) 240 240

    Permissible bending stress (MN/m^2) 380 380

    OverEng Over Eng

    Actual bending stress (MN/m^2) 120.376 102.9011

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    A2.2 Gear stress analysis - Stage 2

    Senior designer David Thornhill

    Geometry Comment

    Module (mm) 2.50Facewidth (mm) 24.00

    Helix angle (deg) 20.00

    No of teeth 21 57

    Gear ratio 2.71

    Centre distance (mm) 103.76

    Reference diameter (mm) 55.87 151.65

    Pitch diameter (mm) 55.87 151.65

    Tip diameter (mm) 60.87 156.65

    Root diameter (mm) 49.62 145.40

    Quality Comment

    Grade (1-12) 5 5

    Surface finish - Flank (micro m Ra) 0.80 0.80

    Surface finish - Root (micro m Ra) 3.20 3.20

    Material

    Material Steel Steel

    Quality (A, B or C) B B

    UTS (MN/m^2) 2300 2300

    UTS Core (MN/m^2) 1000 1000

    Surface hardness (HV) 700 700Surface hardening Case hardened

    Case depth (mm) 0.40 0.40

    Post hardening operation Very light grind

    Operation

    Gear speed (rev/min) 678.6 250.0

    Required life (hours) 25000

    Application factor, KA 1

    Kinematic viscosity of lubricant at 40 C (mm^2/s) 115

    Power (kW) 14

    Notes:

    1. Typically the module size of the second stage will be the next size up from the first stage.

    Generally, if the permitted stress levels are much higher than the actual stress levels the

    module size should be reduced.

    2. If the gear face widths are too small the module size should be reduced. Try to keep in

    the range 20 30.

    3. Face width must be greater than: ( )m/tan , where m is the module and is the helixangle.

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    Contact stress Comment

    Speed and lubrication factor, ZL*Zv 0.904

    Roughness factor, ZR 0.945

    Material quality factor, ZM 0.900 0.900

    Work hardening factor, ZW 1.000 1.000

    Size Factor, ZX 1.000

    Life factor, ZN 1.000 1.000Minimum demand safety factor 1.2 1.2

    Casedepth factor, Zc 1.000 1.000

    Disc/gear correction factor, ZG 0.871 0.902

    Endurance limit for contact stress for discs (MN/m^2) 2130 2130

    Endurance limit for contact stress for gears (MN/m^2) 1854.393 1920.23

    Permissible contact stress (MN/m^2) 1188.587 1230.785

    Zone factor, ZH 2.371

    Elasticity factor, ZE 189

    Contact ratio factor, Z epsilon 0.807

    Dynamic factor, Kv 1.008

    Transverse load factor, KH alpha 1.150

    Face load factor, KH beta 1.240

    Nominal tangential force acting on teeth at ref circle (N) 7053

    Actual calculated contact stress (MN/m^2) 1164.107 1164.107

    Root bending stress Comment

    Life factor, YN 1.0 1.0

    Surface condition factor, YR 0.905 0.905

    Size factor, YX 1.0 1.0

    Material quality factor, YM 0.9 0.9

    Sensitivity factor, Y delta 1.027 1.032Minimum demand safety factor 1.2 1.2

    Residual stress due to post heat treatment finish (MN/m^2) -400 -400

    Basic endurance limit of polished specimen under areversing bending load (MN/m^2)

    560 560

    Permissible bending stress (MN/m^2) 751.2 754.6

    Tooth form factor, YF 1.523 1.355

    Stress correction factor, YS 1.855 2.046

    Helix angle factor, Y beta 0.833

    Transverse load factor, KF alpha 1.150

    Face load factor, KF beta 1.182

    Actual bending stress (MN/m^2) 379.1003 371.9306

    Sub surface bending stress Comment

    Residual stress due to post heat treatment finish (MN/m^2) 240 240

    Permissible bending stress (MN/m^2) 380 380 Over Eng

    Actual bending stress (MN/m^2) 138.9686 123.6383

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    A2.3 Gear forces

    Specification

    12

    3000

    14

    Gears

    Gear Module Helix Number Ref Dia Speed Torque

    Angle of teeth mm rev/min N.m

    1 1.50 20.00 19 30.33 3000.00 44.56

    2 1.50 20.00 84 134.09 678.57 197.02

    3 2.50 20.00 21 55.87 678.57 197.02

    4 2.50 20.00 57 151.65 250.00 534.76

    Gears tooth forcesGear Tangential Separating Axial Acting to

    N N N L or R

    1 2938.7 1138.2 1069.6 R

    2 2938.7 1138.2 1069.6 L

    3 7052.8 2731.7 2567.0 R

    4 7052.8 2731.7 2567.0 L

    Dr D. Thornhill

    Power (kW)

    Gear ratio

    Input speed (rev/min)

    Senior designer

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    A2.4 Shaft and key size selection

    Input shaft size

    44.56

    205.00

    10.35

    6.00

    6.00

    3.50

    18.00

    Input shaft key size

    137.00

    275.00

    18.00

    6.006.00

    6.02

    6.00

    18.00

    Output shaft size

    534.76

    205.00

    23.68

    10.008.00

    5.00

    34.00

    Output shaft key size

    137.00

    275.00

    34.00

    10.00

    8.00

    22.96

    28.60

    32.00

    26

    117

    Minimum key length by compression, (mm)

    Minimum key length by shear, (mm)

    Minimum key length by compression, (mm)

    Key allowable shear stress, ( )

    Key height, h (mm)

    Key allowable compressive stress, ( )

    Shaft outside diameter at keyway, d (mm)

    Torque (N.m)

    Shaft allowable shear stress, ( )

    Shaft diameter under key, (mm)

    Shaft outside diameter, d (mm)

    Key width, b (mm)Key height, h (mm)

    Shaft and key size

    Key height, h (mm)

    Key depth in shaft, (mm)

    Shaft outside diameter at keyway, d (mm)

    Key width, b (mm)

    Midshaft size, d (mm)

    Torque (N.m)

    Shaft allowable shear stress, ( )

    Shaft diameter under key, (mm)

    Key allowable shear stress, ( )

    Fill in the cells highlighted in beige with your own values or values from tables, as appropriate,

    and enter appropriate formulas into the remaining cells to determine the shaft sizes and key

    lenths.

    Standard key length (mm)

    Key width, b (mm)Key height, h (mm)

    Key depth in shaft, (mm)

    Standard key length (mm)

    Minimum key length by shear, (mm)

    Shaft outside diameter, d (mm)

    Key width, b (mm)

    Key allowable compressive stress, ( )

    a

    ukd

    1t

    a

    a

    sl

    cl

    2mm/N

    2mm/N2mm/N

    a

    ukd

    1t

    a

    a

    sl

    cl

    2mm/N

    2mm/N2mm/N

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    A2.5 Input shaft loads and bearing selection

    Variables

    a 19 mm Gear width 24

    b 74.25 mm Left gap 3

    c 51 mm Right gap 40

    Reactions

    R1 R2

    (N) (N)

    Vertical 123.2 -815.8

    Horizontal 2186.7 752.0

    Combined 2190.1 1109.5

    Bearings

    Left (A) Right (B)

    Part No. 32005X 32205B

    C 27000 35800

    a 11 16

    T 15 19.25

    e 0.43 0.57

    Y 1.4 1.05

    Fr/Y 1564.4 1056.7

    Test

    Ax Force 782.2 1851.8

    Fa/Fr 0.357 1.669

    P 2190.1 2388.2 117L10 ( ) 4328.1 8306.0

    Hours 24045.2 46144.4

    % 240.5 461.4

    New C ? 20752 22628

    -253.9

    Fill in the cells highlighted in beige with your

    own values and enter appropriate formulas

    into the remaining cells to determine the

    bearing reactions and bearing lives

    Input shaft loads and bearing selection

    b

    a

    R1v

    R2v

    r1

    Fs1

    Fa1

    c

    10xTI

    b

    a

    R 1h R2h

    Ft1

    c

    610

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    A2.6 Midshaft loads and bearing selection

    Variables

    a 19.25 mm Gear width 20

    b 45.25 mm Pinion width 32

    c 70.5 mm Left gap 3

    Right gap 3

    Reactions

    R3 R4 Rightward

    (N) (N) (N)

    Vertical 1883.3 -3476.8

    Horizontal -4662.3 -5329.2 1497.4179

    Combined 5028.3 6363.1

    Bearings

    Left (A) Right (B)

    Part No. 32206 32206

    C 50100 50100

    a 15 15

    T 21.25 21.25

    e 0.37 0.37

    Y 1.6 1.6

    Fr/Y 3142.7 3976.9

    Test

    Ax Force 1571.3 3068.8

    Fa/Fr 0.313 0.482

    P 5028.3 7455.2L10 ( ) 2128.4 572.7 117

    Hours 52277.6 14066.1

    % 522.8 140.7

    New C ? 30503 45226

    417.1

    Fill in the cells highlighted in beige with your

    own values and enter appropriate formulas

    into the remaining cells to determine the

    bearing reactions and bearing lives

    Midshaft loads and bearing selection

    b

    c

    R 3v R4v

    r2

    Fs2

    Fa3

    aF

    s3

    r3

    Fa2

    b

    c

    R3h

    R4h

    Ft2

    aFt3

    610

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    A2.7 Output shaft loads and bearing selection

    Output shaft loads and bearing selection

    b

    R5v R6v

    r4

    Fs4

    Fa4

    a

    b

    R5h R6h

    Ft4

    a

    Variables

    a 19 mm Gear width 24

    b 58.0 mm Gap 0

    Bearing gap 20

    Reactions

    R5 R6

    (N) (N)

    Vertical 6982.4 -4250.7

    Horizontal 9363.2 -2310.4

    Combined 11680.0 4838.0

    Bearings

    Left (B) Right (A)

    Part No. 33109 33109

    C 84200.00 84200.00

    a 19.00 19.00

    T 26.00 26.00

    e 0.37 0.37

    Y 1.60 1.60

    Fr/Y 7300.0 3023.8

    TestAx Force 3650.0 6217.0

    Fa/Fr 0.313 1.285

    P 11680.0 11882.4L10 ( ) 723.7 683.4 117

    Hours 48246.7 45561.5

    % 482.5 455.6

    New C ? 52514 53424

    -2138.1

    Fill in the cells highlighted in beige with your

    own values and enter appropriate formulas into

    the remaining cells to determine the bearing

    reactions and bearing lives

    610

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    A2.8 Midshaft and output shaft gearwheel press fits

    Midshaft

    130.34

    31.00

    20.00

    205.00

    200.00

    188.69

    211.31

    -188.69

    0.060

    31.025

    31.000

    31.06031.044

    0.019

    59.27

    894.7

    4.54

    Output Shaft

    145.40

    46.00

    24.00

    205.00

    200.00

    179.98

    220.02

    -179.98

    0.090

    46.025

    46.000

    46.090

    46.074

    0.049

    98.26

    3919.03

    7.328566 117

    Contact pressure based on min interference ( )

    Torque capacity of joint (N.m)

    Safety factor

    Shaft

    diameter

    Upper limit of size (mm)

    Lower limit of size (mm)

    Minimum interference on diameter, (mm)

    Radial stress, ( )

    Maximum interference on diameter, (mm)

    Hole in

    gearwheel

    Upper limit of size (mm)

    Lower limit of size (mm)

    Young' modulus for gear ( )

    Allowable shear stress for gear ( )

    Contact pressure based on shear stress ( )

    Hoop stress, ( )

    Gear tooth root diameter, D (mm)

    Shaft nominal diameter at press fit, d (mm)

    Length of press fit, l (mm)

    Minimum interference on diameter, (mm)

    Contact pressure based on min interference ( )

    Torque capacity of joint (N.m)

    Safety factor

    Upper limit of size (mm)Lower limit of size (mm)

    Hole in

    gearwheel

    Shaftdiameter

    Upper limit of size (mm)

    Lower limit of size (mm)

    Midshaft and output shaft gear wheel press fits

    Contact pressure based on shear stress ( )

    Hoop stress, ( )

    Radial stress, ( )

    Maximum interference on diameter, (mm)

    Gear tooth root diameter, D (mm)

    Shaft nominal diameter at press fit, d (mm)

    Young' modulus for gear ( )

    Allowable shear stress for gear ( )

    Length of press fit, l (mm)

    2mm/N2mm/N

    2mm/Nh

    r

    MAX

    MIN

    2mm/N

    2mm/N2mm/N

    2mm/N2mm/Nr

    MAX

    MIN

    2mm/N

    2mm/kN

    2mm/kN

    2mm/N

    h

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    Appendix 3 - Marking

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    Report (10%) Poor Adequate Good V. Good Excellent Exceptional

    0 - 39 40 - 49 50 - 59 60 - 69 70 - 84 85 - 100

    Overall Presentation

    Quality of Figures

    Quality of Discussion

    TOTAL

    Gearcase Drawing (15%)Mark Comment

    Are all views correct and relevant (0 - 3%)

    Datums properly defined (0 - 4%)

    Geometric tolerances (0 - 2%)

    Dims to correct datums (0 2%)

    All dimensions available (0 2%)

    Are notes free from errors (0 2%)

    TOTAL

    Penalty marks (-7% Max)Penalty Comment

    Improper submission of solid model (0 - 4%)

    Incorrect binding of report (0 - 3%)

    Incorrect folding or trimming of drawing (0 - 2%)

    Missing marking sheets (0 - 2%)

    TOTAL

    Late WorkDays Late Comment

    Solid Model

    Report

    Gearcase Drawing

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    Solid Model (50%) Description Penalty

    Gross errors

    Significant errors

    Minor errors

    Under definedsketches

    Poor modelling

    Incorrectly definedstandard parts

    Draft

    Radii

    Chamfers

    TOTAL

    Special Bonus