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A Review of Recent Advances in Design Optimization of Gearbox

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International Journal of Precision Engineering and Manufacturing Aims and scope Submit manuscript

Abstract

Gearboxes find extensive use in a wide variety of fields. Over the years, a great deal of research has been devoted to prevention of gear failures and gear noise. Devising an optimal design is often considered as the most important stage in the development of a new gearbox. Similar to the varying requirements of different applications, the directions and method of gearbox design optimization are also varied. Usually, gear geometry optimization has a great influence on the strength and transmission error which is the excitation factor that affects the noise level. The main objective of this article is to summarize common optimization methods that have been recently studied by scholars. Moreover, a review of recent patents status quo, both domestic and overseas, is carried out.

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Abbreviations

b :

Face width, mm

d 1 :

Reference diameter of pinion, mm

u :

Gear ratio

Y B :

Rim thickness factor

Y DT :

Deep tooth factor

Y F :

Tooth form factor

Y NT :

Life factor (root stress)

Y RrelT :

Relative surface factor

Y S :

Stress correction factor

Y ST :

Stress correction factor (reference test gear)

Y X :

Size factor (root stress)

Y β :

Helix angle factor (root stress)

Y δrelT :

Relative notch sensitivity factor

F :

Load on arbitrary position of tooth flank, N

F t :

Nominal transverse tangential load at reference cylinder per mesh, N

S H :

Safety factor for surface durability

S R :

Safety factor for bending strength

K A :

Application factor

K :

Transverse load factor (root stress)

K :

Face load factor (root stress)

K :

Transverse load factor (contact stress)

K :

Face load factor (contact stress)

K V :

Dynamic factor

K γ :

Mesh load factor

Z B, D :

Single pair tooth contact factor

Z E :

Elasticity factor, N/mm2

Z H :

Zone factor

Z L :

Lubricant factor

Z NT :

Life factor (contact stress)

Z R :

Roughness factor

Z V :

Velocity factor

Z W :

Work hardening factor

Z X :

Size effect factor (contact stress)

Z β :

Helix angle factor (contact stress)

Z ε :

Contact ratio factor

σ F :

Tooth root stress, MPa

σ FG :

Tooth root stress limit, MPa

σ Film :

Nominal stress number (bending), MPa

σ F0 :

Nominal tooth root stress, MPa

σ H :

Contact stress, MPa

σ HG :

Pitting stress limit, MPa

σ Hlim :

Allowable stress number (contact), MPa

σ H0 :

Nominal contact stress, MPa

T.E. :

Transmission Error

DM :

Direct Method

ETM :

Elapsed Time Method

PPTE :

Peak to Peak Transmission Error

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Correspondence to Sung-Ki Lyu.

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Zhen Qin M.Sc. candidate in the Department of Mechanical Engineering, Gyeongsang National University. His research interest is Mechanical System Design.

Yu-Ting Wu Ph.D. candidate in the Department of Mechanical Engineering, Gyeongsang National University. Her research interest is Mechanical System Design.

Sung-Ki Lyu Professor in the Department of Mechanical Engineering, Gyeongsang National University. His research interest is Mechanical System Design.

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Qin, Z., Wu, YT. & Lyu, SK. A Review of Recent Advances in Design Optimization of Gearbox. Int. J. Precis. Eng. Manuf. 19, 1753–1762 (2018). https://doi.org/10.1007/s12541-018-0203-z

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