A Translation Technique: Dimensionless Ratings and Conversion Factors Between ISO and AGMA Gear Standards

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A Translation Technique: Dimensionless Ratings and Conversion Factors


Between ISO and AGMA Gear Standards

Conference Paper · November 2016


DOI: 10.1115/IMECE2016-65123

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DRAFT

Proceedings of the ASME 2016 International Mechanical Engineering Congress and Exposition
IMECE2016
November 11-17, 2016, Phoenix, Arizona, USA

IMECE2016-65123

A TRANSLATION TECHNIQUE: DIMENSIONLESS RATINGS AND CONVERSION


FACTORS BETWEEN ISO AND AGMA GEAR STANDARDS

Necdet Geren Çagri Uzay


University of Çukurova University of Çukurova
Adana, Turkey Adana, Turkey

ABSTRACT design process requires iterative calculations, it is challenging


ISO and AGMA Standards are the most commonly used and time consuming [1].
accurate approaches while designing a gear. But the most ISO and AGMA Spur Gear Standards are the most
important gear design outputs that are module (m) and face width commonly used international and national gear design
(b) are obtained from both of the approaches always differ from approaches respectively. However, the results obtained from
each other even under the same input parameters. Therefore, gear both are different from each other. For this reason, the
designers require detailed knowledge on the relative comparison differences of the results obtained from different gear standards
of design outputs including cost. And a translation technique have significantly been the subject of investigations for many
using conversion factors in between the standards are demanded researches. Cahala [2] stated that AGMA 2001 and ISO 6336 can
as a stated need in the literature. Hence, this paper firstly obtains produce significantly different gear ratings for both strength and
dimensionless gear rating numbers (GRi) to rate the design pitting resistance. And a translation technique was offered
results of spur gears determined from both ISO 6336 and between ISO and AGMA standards considering the principles of
ANSI/AGMA 2101-D04 Standards, and then derives correlation approaches including material effect, gear quality number
equations to generate dimensionless conversion factors (CFs) to (GQN) and calculation methods. But the above comparisons
convert the design results obtained from ISO to AGMA. The CFs were made on a narrow perspective investigating only 6 test
allow designers to move from one standard to another very sample units consist of having different gear center distance, face
easily. This enables engineering students and designers to meet width and 2 different gear reduction ratios. Beckman and Patel
the ever changing needs of global market. [3] compared International Organization for Standardization
Keywords: Gear standards, Spur gear design, Dimensionless (ISO) (1996), Deutsches Institut für Normung (DIN), American
numbers, Gear ratings, Conversion factors Petroleum Institute (API) and American Gear Manufacturers
Association (AGMA) for high speed (1998) and low speed
NOMENCLATURE (1997) individual gear design results with each other. They
GRi : Gear rating number highlighted the importance of understanding the different rating
̅̅̅̅m
CF : Mean value of conversion factors for module systems for the price and reliability of the gearbox. But the
̅̅̅̅m
CF : Mean value of conversion factors for face width comparison did not consider any dimensionless approach, and
σCF̅̅̅̅m : Std. deviation for module conversion factors was only limited by the results of few design examples and since
σCF̅̅̅̅m : Std. deviation for face width conversion factors then ISO and AGMA standards were revised. Cahala and Uherek
m*ISO : normalized value of module for ISO wrt AGMA [4] performed ring gear design by comparing AGMA 6014 and
m*ISO : normalized value of face width for ISO wrt AGMA AGMA 321. However the data requirements for gear design
were mentioned basically. The different kind of gear standards
INTRODUCTION have also been compared with finite element analysis (FEA). Li
The most important design outputs are module (m) and face [5] calculated gear stresses by using the standards of Japanese
width (b) while making a gear design theoretically. As the gear Gear Manufacturers Association (JGMA) and ISO, Kawalec et
al. [6] and Kawalec and Wictor [7] made comparative analysis

Copyright © 2016 by ASME


of tooth root strength by using ISO and AGMA standards then interference-free minimum pinion teeth numbers were selected
compared the results with FEA to verify them. for a compact gear design that is commonly used in industry. The
The literature survey indicates that there is obviously a smallest numbers of teeth on the spur pinion without interference
need for making a conversion between the ISO and AGMA for one to one gear ratio (Np=13) and for higher speed ratios
Standards. Therefore, the main intention in this paper is not to were calculated using the appropriate formula for the common
explain why the ISO and AGMA Standards differ from each pressure angle () of 20 given in [13]. A range of 2:1 to 3:1;
other but it rates by comparing the design results obtained from 4:1 to 6:1; and 7:1 to 8:1 share the same pinion tooth number as
both approaches. And it investigates and finds out a relationship shown in Table 1. The study considers the precision gears and
between them by providing dimensionless conversion factors standard tooth geometry for the comparison of both standards.
(CFs). For this, ANSI/AGMA 2101-D04 and ISO 6336 This removes the surface condition effect (GQN) in the
Standards were used to perform a design process for spur gears comparison. However, the quality number for gear, given in
based on bending fatigue failure criteria considering the tooth Table 1, is 8 and 9 for ISO and AGMA respectively. This is due
root failure or breakage which are the major concern for many to the rule of 17 that was explained by Cahala [2] as the sum of
industrial applications. And the design outputs, module (m) and the AGMA and ISO quality numbers describing the same gear
face width (b) were obtained considering the gear speed that is approximately 17.
reduction ratios and power transmitted values in a wide range The allowable range of 1:1 to 8:1 speed ratio (mG) and the
which may cover the most design applications in practice. Then standard electric motor power range [14] of 0,5 kW to 1000 kW
geometrical rating numbers (GRi) which are dimensionless were selected with suitable increments at 111 power transmitted
quantities were generated by using the combinations of (m) and values. The widely selected speed ratio and transmitted power
(b) in order to investigate the relationship between two values may cover the most of the design applications in practice
standards. Hence, the useful charts obtained by using GRi and allow for making reliable conclusions with close
numbers showed that similar trends are available at each gear approximations theoretically.
speed ratio for certain transmitted power values. And finally
correlation equations were introduced to obtain conversion Table 1. Input parameters for spur gear design
factors (CFs) at any gear speed ratio and free from the Input Parameters Value
transmitted power values. Pressure angle,  20°
Interference free involute
Gear tooth geometry (standard)
MATERIAL AND METHOD spur, full depth teeth
Gear design approaches that are given by ANSI/AGMA Input speed of a power source, rpm 1200
Number of life cycles, N 108
2101-D04 [8] and ISO 6336 [9-12] Standards were compared
Design factor of safety, nd 2,1
considering the most important design outputs, module (m) and Reliability, % 99,9
face width (b). Although these two approaches are the most Operating temperature, T Moderate or low (120C)
commonly and accurately used gear standards, the design Quality number for gear (GQN) ISO: 8 and AGMA: 9
outputs are differing from each other. This is investigated using Material properties of gear pair see Table 2
a general systematic approach based on the main intention of this Working characteristics of driving and
Uniform
work. The approach given in Fig. 1 includes two parts. driven machines
Figure 1(b) presents the design process for spur gears to 0,5-1000 kW (@ 111
Selected transmitted power range, kW
determine the design results as module (m) and face width (b). values)
As it is seen, this process has been performed iteratively in order Selected gear speed ratio range, mG
1:1 /13, 2:1-3:1 /15,
/Corresponding pinion teeth number
to find these simple outputs since there is one stress equation and 4:1-6:1 /16, 7:1-8:1 /17
(Np)
two unknowns (m, b). For this reason module (m) is estimated Design Criteria Based on bending fatigue
considering the input parameters, and face width (b) is found in
a recommended range of 3p≤b≤5p where p (.m) is the circular Material Selection for Spur Gear Design
pitch dependent on the selected module [13]. In this study, the In the design of a gear box, the properties of pinion and gear
design of spur gears were made based on gear bending fatigue materials must be in a good agreement for proper design because
failure criteria for both ISO and AGMA Standards. The the mechanical properties of materials have to satisfy all service
methodology given in Fig. 1 also contains a second part (Fig 1 conditions.
(a)) where the design outputs obtained from ISO and AGMA can The combination of a steel pinion and cast iron gear
be rated using a dimensionless quantity which is called as represent a well-balanced design for the comparison. Because
“Geometric Rating Number”. Then conversion factors are cast iron has low cost, ease of casting, good machinability, high
obtained to convert ISO design outputs to AGMA. wear resistance, and good noise abatement. Cast iron gears
Table 1 shows all input parameters comprehensively and typically have greater surface fatigue strength than bending
corresponding values taken into account that should be fatigue strength [15]. Table 2 shows the selected material types
determined during a design process. In order to achieve a fair used in this study. However, the design of gears under bending
comparison for two standards, all input parameters were kept
identical. The most common pressure angle of 20 and with

2 Copyright © 2016 by ASME


fatigue considers only pinion material but not the material of a Spur Gear Design
meshing gear. Bending fatigue failure stress and strength expressions of
Three different pinion materials were used to verify that the ISO 6336 and ANSI/AGMA 2101-D04 Gear Standards are
general systematic approach described in Fig. 1 is generic. Type obtained from the standards and given in Equations (1) to (5).
I and III which are the materials with lowest and highest Please refer to both standards for remaining symbolic notations.
strengths that may cover minimum and maximum strengths Face width equations were derived by equating gear stress
available for the gear design were used to find “Geometric equation with fatigue strength of gear member by taking a certain
Rating Numbers” (GRi) to see the effect of material strength. design factor of safety, SF into account as shown in Table 3.
Type II which is a common pinion material with a strength in The designs of spur gears using the expressions of Table 3
between Type I and Type III was used in all the studies of this are performed based on selecting the module (m), and
work. determining the face width (b). This is iterative process starts
with an initial estimation of a module and repeated until the face
width reaches in an accepted range as given in Fig. 1b.

SPUR GEAR DESIGN Select proper


material types

Carry out the design process iteratively Estimate a module


considering the all input parameters and depending upon the inputs
design variables
Determine the min. teeth
number avoiding interference
DATA
COLLECTION Find the force which exerted
to the gear tooth
Repeat iterations until b reaches in a range of (3p, 5p)

Repeat to obtain design results (m and b) Calculate the design variables


for all combinations of gear speed reduction ratios affecting the bending stress
(from 1:1 to 8:1 with and increment of 1) and
power transmissions (from 0,5 to 1000 kW for 111 values)
Determine the fatigue strength
of the selected material

Obtain GRi NUMBERS Define an appropriate design


factor of safety (DFoS)

Generate GRISO and GRAGMA numbers to show


Find face width, b, based on
the similarities between the standards and to draw
analytical methods
a useful charts for comparison

Check b, if it is
Obtain CONVERSION in the range of
FACTORS (CFs) 3p≤b≤5p

Derive correlation equations for obtaining CFs


to convert the design results (m and b)
from ISO to AGMA Standards Stop iteration and use them as
module and face width
(a) (b)
Figure 1. (a) A general systematic approach to obtain CFs; (b) Design process for spur gears

3 Copyright © 2016 by ASME


AGMA Fatigue Bending Stress; and for the lowest and highest strengths of materials. Hence, a
new dimensionless quantity which may be called as “Geometric
1 KH .KB Rating Number”, GRi, are defined specifically in Eq. (8) to rate
σF =Ft .Ko .KV .KS . . (1)
b.mt YJ the standards.
AGMA Fatigue Strength for Bending; π.mi .bi
mi .bi
GRi = π.mA2 .bA = (8)
σFP .YN mA .bA
σF ≤ (2) 2
SF .Yθ .YZ

ISO Fatigue Bending Stress; Where mi and bi are the module and face width obtained from
ISO gear design approach and module, mA and face width, bA are
σF =σF0 .KA .KV .KF .KF ≤σFP (3) obtained from AGMA Standard. Therefore the relative
comparison can be made according to the AGMA Standard.
Ft
σF0 = .YF .YS .Y .YB .YDT (4) Conversion Factors (CFs)
b.mn
As the main aim of this paper is to find out a relationship
ISO Fatigue Strength for Bending; between ISO and AGMA Standards instead of explaining the
differences, conversion factors were generated to convert the
σFlim .YST .YNT module and face width obtained from ISO to AGMA Standard.
σFP = .YδrelT .YRrelT .YX (5)
SFmin Equations 11 to 14 give the conversion approach to obtain the
mean values of conversion factors for module (CF̅̅̅̅ ) and face
m
width (CFb ) together with their standard deviations. ̅̅̅̅
̅̅̅̅ CFm and
Geometric Rating Numbers (GRi) ̅̅̅̅b are the mean CFs for ISO Standard, and m*ISO and b*ISO are
CF
After finding the design outputs (m&b), m times b (m.b)
defined as;
results were obtained and combined to form a more like a
geometrical value which may be used as a representative for the
∗ mISO
cross-sectional area at the pitch diameter. This is because half of 𝑚𝐼𝑆𝑂 = (9)
mAGMA
the circular pitch (p/2=π.m/2) approximately equals to tooth
thickness in SI units. The results of “m.b” which will allow to 𝑏ISO

see the total effect of both m and b on the results of ISO and 𝑏𝐼𝑆𝑂 = (10)
bAGMA
AGMA gear designs, were carried out for the allowable range of
speed ratio (1:1 to 8:1) and wide range of power (0,5-1000 kW),

Table 2. Mechanical Properties of Selected Pinion and Gear Materials.


Ultimate
Material Types for Pinion and Yield Brinell Modulus
Tensile Density Poissons’s
Gear / Strength Hardness of
Strength (kg/m3) Ratio
Mechanical Properties (Sy) Number Elasticity
(Sut)
Type I: AISI 1030 Q&T
441 MPa 586 MPa 207 HB 7850 0,3 200 GPa
@650 C
Type II: AISI 4140 oil
Pinion: 1140 MPa 1250 MPa 370 HB 7850 0,3 200 GPa
Q&T @425 C
Type III: AISI 4140 oil
1640 MPa 1770 MPa 510 HB 7850 0,3 200 GPa
Q&T @207 C
Gear: ASTM Duct. iron Q to
621 MPa 827 MPa 400 HB 7850 0,3 170 GPa
bainite, GR.120-90-02

Table 3. Face width equations for design approaches


Design Equation
Face width, b
Approach No.
SF .Ft
ISO b= .Y .Y .Y .Y .Y . K .K .K .K (6)
σFlim .YST .YNT .Yδ rel T .YR rel T .YX .mn F S  B DT A V F F

SF .Ft Yθ .YZ
AGMA b= . .KO .KV .KS .KH .KB (7)
σFP .mt .YJ YN

4 Copyright © 2016 by ASME


1 Results of GRi Numbers for ISO and AGMA Ratings
𝐶𝐹𝑚 = . ∑N
̅̅̅̅ ∗
j=1 𝑚𝐼𝑆𝑂 (11) The work in this paper investigates a translation technique
N
from ISO to AGMA Standard and any possibility of constant
1 relationship in terms of design results obtained from both ISO
𝑁 ∗ ̅̅̅̅
𝐶𝐹𝑚𝑖 = √ . ∑𝑗=1(𝑚𝐼𝑆𝑂,𝑗 − 𝐶𝐹𝑚,𝐼𝑆𝑂 )
𝜎 ̅̅̅̅ (12)
𝑁 and AGMA Standards play major role for conversion factors.
Therefore, radar charts were prepared by using GRi numbers as
̅̅̅̅𝑏 = 1 . ∑N ∗ given in Fig. 2. These charts are useful in two ways:
𝐶𝐹 j=1 𝑏𝐼𝑆𝑂 (13)
N • Firstly the charts show the trend for different speed
ratios under incrementally increased power and for different
1 𝑁 ∗ ̅̅̅̅ pinion materials.
𝐶𝐹𝑏𝑖 = √ . ∑𝑗=1(𝑏𝐼𝑆𝑂,𝑗 − 𝐶𝐹𝑏,𝐼𝑆𝑂 )
𝜎 ̅̅̅̅ (14)
𝑁 • And secondly, it provides a relative comparison of
material volumes used between the two approaches as the
combination of both module and face width determine the size
N is 111 (0,5kW to 1000kW) and m* 𝐼𝑆𝑂,j and b* ISO,j are
of a gear together.
the value of m*ISO and b*ISO at a certain transmitted power. The first is essentially needed to see similarity and
continuity of the charts. The close similarity and continuity is the
RESULTS AND DISCUSSION indicator of establishing conversion factors with good
Design Results as Module and Face Width correlation coefficient, as the second one will show the cost
In this study, the design of pinion, which is the smallest and effective gear design approach.
subjected to higher number of repeated cyclic loading in a The radar charts were made according to the results which
meshing gear couple for the speed ratios greater than 1:1, were were obtained by using material Type I and Type III that may
performed to obtain the design outputs and to make comparison cover minimum and maximum strengths available for the gear
of the results obtained from standards. Using the systematic design.
design process as presented in Fig. 1b, the design results, module Figure 2 and 3 shows that the general trend is very similar
(m) and face width (b) were determined for 8 different gear speed with good continuity of the results for the approaches. As a result
ratio at 111 different power transmitted values. This gives 888 of this, ranking can be achieved for ISO and AGMA ratings.
design results for just one and 1776 design results for both ISO Therefore the average of minimum values of GRi numbers at
and AGMA Standards. These designs were carried out using each speed ratio were taken and given in Table 6. The mean
three different type (I, II and III) of materials, therefore 5328 values of Table 6 indicates that the type of material does not
design results were obtained totally. As expected, the most affect much to the results. This may also mean that the relative
critical speed ratio for module is found to be 1:1 and due to the comparison are very slightly affected by the material properties.
limited space only some of the results of 1:1 speed ratio were
given in Table 5 for Type II material. Table 6. Minimum mean GRi numbers for the design
approaches.
Table 5. Results of design data for module (m) and face width GRi for the Approaches with Two GRi
(b) at 1:1 speed ratio for Type II material Types of Material Type I Type III
AGMA ISO ISO 6336 Standard, GRISO 0,63 0,61
Transmitted Face Face ANSI/AGMA 2101-D04 Standard,
Power, kW Module, width, b Module, width, b 1,00 1,00
GRAGMA
m (mm) m (mm)
(mm) (mm)
0,5 1,25 15,61 1 12,59 Conversion Factors (CFs) for Module and Face Width
10 3,25 49,52 2,75 33,51 The radar charts obtained by GRi numbers derived from
55 6 85,79 4,5 67,44
each of the standards have shown that very similar trends are
90 7 105,47 5,5 74,70
110 8 100,81 6 77,20
available between ISO and AGMA Standards. These results have
200 10 122,04 7 101,93 shown the possibility of obtaining CFs with a close
385 12 169,23 9 122,90 approximation. Based on the method that was mentioned before,
530 14 177,12 10 137,94 conversion factors (CFs) were generated for module and face
750 16 198,20 11 161,56 width as listed in Table 7. The standard deviations for module
1000 18 215,32 12 181,85 and face width conversion factors have also been presented. As
it is seen from Table 7, the module and face width that were
When the design results are scrutinized for both ISO and obtained from ISO Standard can easily be converted to AGMA
AGMA Standards, it is seen that the results vary slightly from with a maximum standard deviation of 3,4% for the module and
each other, this is due to the inherited features of the approaches. 6% for the face width. The high rate of deviation in face width
(b) is mostly due to the wider accepted range of b (3p≤b≤5p).
The same pinion numbers gave the same CFs and same standard
deviations as expected.

5 Copyright © 2016 by ASME


Table 7. Conversion factors for module and face width speed ratio. A fourth order Correlation polynomial (Cp)
Speed ratio and expressions were obtained with a comparably good correlation
corresponding From ISO to AGMA Standard coefficient (R2) and given in Table 8 for desired speed ratios in
teeth number the range of 1:1≤mG≤8:1 with two sets; 0,5 kW to 500 kW and
̅̅̅̅ σ CF ̅̅̅̅ σ CF
500 kW to 1000 kW.
mG Np CFm ̅̅̅̅m CFb ̅̅̅̅b
It is now possible to obtain CFs from ISO to AGMA using
1:1 13 0,746 0,0339 0,750 0,0541 either the interpolation between the two values of Table 7 or the
2:1 15 0,773 0,0340 0,800 0,0608 Cp expressions in Table 8 for the desired speed ratios in the range
3:1 15 0,773 0,0340 0,800 0,0608 of 1:1≤mG≤8:1. As the conversion factors are obtained free from
4:1 16 0,800 0,0326 0,819 0,0483 surface condition during conversion calculations, gear designs
5:1 16 0,800 0,0326 0,819 0,0483 should be carried out by designers including surface condition
6:1 16 0,800 0,0326 0,819 0,0483 factor (GQN) to include it in the converted value.
7:1 17 0,820 0,0343 0,844 0,0455
A case study was carried out to test the universality of CFs
8:1 17 0,820 0,0343 0,844 0,0455
by using Cp expressions as seen in Table 9. The design results
(m and b) were selected randomly from four points that were
In addition to constant CFs at certain speed ratios,
obtained from ISO and AGMA Standards.
correlation equations were derived in order to obtain a CF at any

800 1000 0.5 20 800 1000 0.5 20


630 630 40
40 1.2
500
1.2 500
60 60
480
1.0 480
1.0
80 80
0.8 0.8
460 460
0.6 100 0.6 100

440 0.4 440 0.4


120 120
0.2 0.2
420 420
0.0 140 0.0 140
(aI) (aIII)
400 400
160 160

380 380
180 180
360 360
200 200
340 220 340 220
320 240 320 240
300 280 260 300 280 260

1000 0.5 20
800 1000 0.5 20 630 800
630 40 40
1.2 500
1.2
500 60 60
1.0 480
1.0
480 80
80
0.8 0.8
460 460
0.6 100 0.6 100

440 0.4 440 0.4


120 120
0.2 0.2
420 420
0.0 140 0.0 140
(bI) (bIII)
400 400
160 160

380 380
180 180
360 360
200 200
340 220 340 220
320 240 320 240
300 280 260 300 280 260
Figure 2. Comparison of GRi results for the design approaches at a speed ratio of (a) 1:1 and (b) 3:1 (Subscripts I and III indicate
materials Type I and Type III respectively)

6 Copyright © 2016 by ASME


1000 0.5 20 800 1000 0.5 20
630 800 40 630 40
500
1.2 500
1.2
60 60
480
1.0 480
1.0
80 80
0.8 0.8
460 460
0.6 100 0.6 100

440 0.4 440 0.4


120 120
0.2 0.2
420 420
0.0 140 0.0 140
(cI) (cIII)
400 400
160 160

380 380
180 180
360 360
200 200
340 220 340 220
320 240 320 240
300 280 260 300 280 260

800 1000 0.5 20 800 1000 0.5 20


630 40 630 40
500
1.2 500
1.2
60 60
480
1.0 480
1.0
80 80
0.8 0.8
460 460
0.6 100 0.6 100

440 0.4 440 0.4


120 120
0.2 0.2
420 420
0.0 140 0.0 140
(dI) (dIII)
400 400
160 160

380 380
180 180
360 360
200 200
340 220 340 220
320 240 320 240
300 280 260 300 260
280
Figure 3. Comparison of GRi results for the design approaches at a speed ratio of (c) 5:1 and (d) 8:1 (Subscripts I and III indicate
materials Type I and Type III respectively)

Table 8. Conversion factors for module and face width obtained from regression at any speed ratio.
R2
Transmitted Power (from ISO to AGMA) Cp Expressions for CFm
value
0,5 kW – 500 kW ̅̅̅̅m,ISO =-6E-05(mG )4 +0,0013(mG )3 -0,0103(mG )2 + 0,0434(mG ) + 0,7153
CF 0,9427

500 kW – 1000 kW ̅̅̅̅m,ISO =-0,0002(mG )4 +0,0046(mG )3 -0,0348(mG )2 + 0,1171(mG ) + 0,635


CF 0,9607

(from ISO to AGMA) Cp Expressions for CFb

0,5 kW – 500 kW ̅̅̅̅b,ISO =-0,0003(mG )4 +0,0067(mG )3 -0,0483(mG )2 + 0,151(mG ) + 0,6395


CF 0,9638

500 kW – 1000 kW ̅̅̅̅b,ISO =-5E-05(mG )4 +0,0009(mG )3 -0,0056(mG )2 + 0,0212(mG ) + 0,7435


CF 0,9247

Table 9. Testing the conversion factors by using Cp expressions


mi and bi Converted to mc.AGMA and bc.AGMA
Case: mG,
(mb) m b
Power mi bi mAGMA bAGMA ̅̅̅̅m mc. ̅̅̅̅F (mb)c. GVe
AGMA CF Error CF bc. AGMA Error
(kW) AGMA AGMA (%)
(%) (%)
(2,4:1), 10 2,5 36,3 3 45,8 137,4 0,776 3,22 7,37 0,806 45,02 -1,77 145,01 5,47
(4,2:1), 100 5,5 72,7 6,35 97,2 616,9 0,794 6,93 9,15 0,825 88,15 -9,26 610,97 -0,96
(5,4:1), 375 4,5 68,4 5,5 82,4 453,4 0,803 5,60 1,89 0,846 80,91 -1,87 453,41 -0,01
(3,6:1), 750 11 140,0 14 174,5 2443,2 0,787 13,98 -0,11 0,781 179,38 2,79 2508,61 2,68

7 Copyright © 2016 by ASME


A case study was carried out to test the universality of CFs fatigue failure criteria should use ISO gear standard when the
by using Cp expressions as seen in Table 9. The design results main aim is gear tooth volume or weight reduction.
(m and b) were selected randomly from four points that were
obtained from ISO and AGMA Standards. REFERENCES
𝑚
̅̅̅̅m = 𝐼𝑆𝑂⁄𝑚 𝑏
̅̅̅̅𝑏 = 𝐼𝑆𝑂⁄ [1] Uzay, C., 2014, A Comparison of Approaches to Involute
CF and CF 𝑏𝑐.𝐴𝐺𝑀𝐴 expressions are
𝑐.𝐴𝐺𝑀𝐴 Spur Gear Design, M.Sc. Thesis, Çukurova University, Institute
used to obtain converted values of mc.AGMA, bc.AGMA respectively. of Natural and Applied Science, Adana, Turkey.
Table 9 gives mISO, bISO, converted (mc.AGMA, bc.AGMA) and design [2] Cahala, G., 1999, “ISO 6336 Vs AGMA 2001 Gear Rating
(mAGMA, bAGMA) modules and face widths respectively, and ̅̅̅̅ CFm Comparison for Industrial Gear Applications”, 1999 IEEE-
and ̅̅̅̅
CFb values together with the corresponding percentage IAS/PCA Cement Industry Technical Conference, pp. 19-22.
errors. Then total error considering converted m times b [3] Beckman, K.O., and Patel, V.P., 2000, “Review of API versus
((mxb)c.AGMA) and design m times b ((mxb)AGMA)) values of AGMA Gear Standards – Ratings, Data Sheet Completion, and
AGMA were obtained using a Gear Volume error (GVe) Gear Selection Guidelines”, Proceedings of the 29th
expression ((mxb)c.AGMA – (mxb)AGMA )/((mxb)AGMA )).100), and Turbomachinery Symposium, pp. 191-204.
the results are given at the last column in Table 9. The maximum [4] Cahala, G., and Uherek, F.C., 2007, “Gear Rating Impact of
total GVe was below 6%. Some of the errors are associated with AGMA 6014 Gear Ratings for Mill and Kiln Service”, 2007
the accuracy of polynomial regression analysis. IEEE Cement Industry Technical Conference, pp. 207-213.
[5] Li, S., 2007, “Finite Element Analyses For Contact Strength
CONCLUSION and Bending Strength of A Pair of Spur Gears With Machining
A systematic methodology which relies on dimensionless Errors, Assembly Errors and Tooth Modifications”, Mechanism
numbers called as GRi and CFs, has been described and proposed and Machine Theory, 42, pp. 88–114.
to rate both ANSI/AGMA 2101-D04 and ISO 6336 gear design [6] Kawalec, A., Wiktor, J., and Ceglarek, D., 2006,
standards based on bending fatigue failure. Although the results “Comparative Analysis of Tooth-Root Strength Using ISO and
of two design approaches differ from each other, good similarity AGMA Standards in Spur and Helical Gears With FEM-based
and continuity of the charts were found out. This allowed to Verification”, Journal of Mechanical Design, 128 (5), pp. 1141-
obtain CFs between the standards. Now, these two approaches 1158.
can be converted to each other with minimum of error. Beyond [7] Kawalec, A., and Wiktor, J., 2008, “Tooth Root Strength of
the investigations already available in the literature, following Spur and Helical Gears Manufactured with Gear-Shaper
conclusions can be drawn in this study; Cutters”, Journal of Mechanical Design, 130, pp. 1-5.
• Dimensionless conversion factors (CFs) were generated to [8] ANSI/AGMA 2101-D04 Standard, 2004, Fundamental rating
convert the design results (m & b) of ISO Standard into AGMA factors and calculation methods for involute spur and helical gear
with a minor error. teeth, Virginia, USA.
• Two methods are now available to obtain CFs. One can be [9] ISO 6336 Standard – Part 1, 2006, Calculation of load
made by linear interpolation from Table 7. Secondly, Cp capacity of spur and helical gears – Basic principles, introduction
expressions can be used for any desired speed ratio from Table and general influence factors, Switzerland.
8. [10] ISO 6336 Standard – Part 3, 2006, Calculation of load
• Universality of CFs were verified by case studies and capacity of spur and helical gears – Calculation of tooth bending
worked reasonably well. As seen in Table 6 there is 37 to 39% strength, London, UK.
difference between ISO and AGMA whereas the maximum total [11] ISO 6336 Standard – Part 5, 2003, Calculation of load
Gear Volume error (GVe) was found as 5,74% with the aid of capacity of spur and helical gears – Strength and quality of
CFs. materials, Switzerland.
• Radar charts presented in Fig. 2 provide to make a relative [12] ISO 6336 Standard – Part 6, 2004, Calculation of load
comparison between ISO and AGMA Standards. ISO Standard capacity of spur and helical gears – Calculation of service life
give the GRi results 37% to 39% (GRAGMA-GRISO = (1-0,63) to under variable load, Switzerland.
(1-0,61)) less than that of AGMA Standard. Besides [13] Budynas, R.G., and Nisbett, J.K., 2011, Shigley's
investigating the trends of the approaches, GRi numbers allow Mechanical Engineering Design. Ninth Edition. McGraw-Hill,
designers to aware of the loss or gain on the cost and failure or New York.
success of the design as it considers the gear tooth volume. Thus, [14] Icarus Reference, 1998, Chapter 4, 3rd Edition, Icarus
ISO Standard provide to design a spur gear with relatively Corporation, USA.
smaller volume. Actually any gear design based on the bending [15] Ugural, A.C., 2003, Mechanical Design an Integrated
Approach, 1st Edition, McGraw Hill, New York.

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