198 ‘TURBINE REDUCTION GEARS
EPICYCLIC GEARS
It is often said that a turbine reduction gear costs as much to
build, and occupies as much space as the turbines themselves.
Whether or not this is true, there can be no doubt that the
reduction gear is a large and costly item (see Chapter 3,
Figures 3.1, 3.58 and 3.62).
In recent years, epicyclic gearing has been used for some
marine turbines instead of the more orthodox single or
double-reduction double-helical gears. In some cases, part of
the reduction gear has been made epicyclic and part tradi
tional. The main advantage of epicyclic gearing is that if it is
judiciously designed, the reduction gear unit can be quite
compact, resulting in a worthwhile saving in the space occu-
pied. It is not possible to cover every aspect in a book of this
nature, but it is hoped that the following notes will explain
the principles involved, and illustrate the features of epicyclic
gearing.
Simple gear :
Consider the simple ordinary gear shown in tigure 4.31 (a)
Let each of the two wheels $ and P have the same number of
teeth. The gear case A is fixed. Hence if the wheel S makes
one revolution in the clockwise direction, the wheel P will
make one revolution in the counter-clockwise direction.
Let us now imagine the gearcase to be replaced by a link or
arm A, which maintains the correct centre distance between
i) Figure 4.31 Simple gear‘TURBINE REDUCTION GEARS 199
the wheels, i.e. the arm itself is fixed, but allows each wheel
to rotate on its own axis (Figure 3.31(b)). If we nominate
clockwise rotation as positive, and counter-clockwise rotation
as negative, then in the example just considered, we can say
that with A fixed, A makes zero revolutions, the wheel S
makes one positive revolution and the wheel P makes one
negative revolution, or we can write
With A fixed A=0, S Ps-1 (1)
Simple epicyclic gear
Now suppose that instead of fixing A, we fix S, and cause A
to make one counter-clockwise revolution about the centre
of S. The radius of the arm is equal to the pitch diameter, d
say, of a wheel, hence as A makes one counter-clockwise
revolution about the centre of S, the centre of P moves
through a distance 2nd. Since the free wheel P and the fixed
wheel S remain in gear, the free wheel P will rotate on its
own axis in the counter-clockwise direction, and a point on
its pitch circle will move through a distance 2rd (just as if the
wheel were rolled on a flat surface through a distance 2nd.)
Since the circumference of its pitch circle is td, the free
wheel P will make 2md/nd = 2 counter-clockwise revolutions
about its own axis in the time that the arm makes one
counter-clockwise revolution about the centre of S$ (see
Figure 4.32).
Figure 4.32 Equivalent revolutions of P
While this approach is reasonably easy to follow for the
simple gear chosen, it becomes too difficult if we attempt to
apply it to more complicated gears, hence we have to find a
means of readily determining, with certainty, the speed ratios
and directions of rotation for any gear.200 ‘TURBINE REDUCTION GEARS
Again consider the simple gear in Figure 3.31 (b) for which
we have determined the basis relationship (1):
With A fixed A=0, S=+1, P=-1 (1)
Now again suppose that instead of fixing A, we fix S, i.e.
we make 5 = 0. In order to make S = 0 in the relationship (1)
we have to subtract +1, (i.e. we have to add —1). If however,
we add —1 to S,we must, in order to retain the basis identities
expressed by (1), also add —1 to A and to P, thus,
With A fixed A=0 S=+1 P=—1 (1)
-1 1 -1
With S fixed A=-1 S=0 P=-2 (2)
Thus, if we fix the wheel S, and cause the arm A to make
one counter-clockwise revolution about the centre of S, then
the wheel P will make two counterclockwise revolutions
about its own axis. This result is exactly the same as that
deduced above.
Figure 4.31(b), operating in this manner, is a simple epi-
cyclic gear, ie, a gear in which the arm A is not stationary, as
it is in an ordinary gear, but itself revolves about the principle
centre of rotation. The wheel whose axis is at the principle
centre of rotation (wheel S in the example) is called the sun
wheel, and the wheel whose centre revolves round the prin-
ciple centre of rotation (wheel P in the example) is called the
planet wheel. These names, based on analogy with the solar
system, are in quite general use, as are the symbols S, P and
A. An epicycle is a circle which rolls, without slipping on the
circumference of another circle called the base circle, hence
the general term epicyclic gears for gears which function in
this manner. Formerly, epicyclic gears were sometimes called
planetary gears, but this term is now used only for a particular
form of epicyclic gear.
The simple epicyclic gear shown in Figure 4.31(b) and the
derived relationship (2) illustrate rather clearly the quite
simple artifice by which any epicyclic gear may be studied
readily and with certainty. The artifice consists of always first
imagining the arm to be fixed, i.e. as it is in an ordinary
orthodox gear, thus enabling the basis speed ratios and‘TURBINE REDUCTION GEARS 201
directions of rotation to be determined as in the relationship
(1) above. The procedure leading to any other relationship
such as (2) then follows quite readily provided the correct
signs are used throughout. Clockwise rotation is always +.
Counter-clockwise rotation is always —.
Simple practical epicyclic gear
The simple epicyclic gear shown in Figure 4.31(b) would be
of no use to us in practice. We can drive the arm, but there is
no output shaft,
Suppose that to the simple arrangement shown in Figure
4.31(b) we add a fourth member in the form of an internal-
teeth gear meshing with the planet wheel P. The internal-teeth
gear is called the annulus, or ring, which we will denote by R.
Referring to Figure 4.33, the centre of R coincides with the
principle centre of rotation (i.e. the centre of the sun), hence
the pitch diameter of R must be three times that of S or P.
R
Figure 4.33 Simple practical epicyetic
gear
Adopting the procedure previously explained, first let the
arm A be fixed, and let § make one clockwise revolution. P
will make one counter-clockwise revolution, and R will make
one third of a counter-clockwise revolution.
We can therefore set down the basis relationship thus
ith A fixed A=0 S=+1 P=-1l R=-4 qa)
Thus if we fix A, with the input shaft driving S, then R
will drive the coaxial output shaft at one third of the speed202 ‘TURBINE REDUCTION GEARS
of the input shaft, and in the opposite direction. The reduc-
tion gear ratio from S to R is -3.
This arrangement of epicyclic gear, when the arm is fixed,
is called a star gear. The direction arrows in Figure 4.33 refer
to this mode of operation.
Now let & be fixed instead of A, i.e add +4 to every term
in (1)
With A fixed,
With R fixed,
If we multiply throughout by +3, we can express the speed
of A_as unity without having altered the speed ratios and still
keeping R = 0, viz.
With R fixed
+1 Sut4 Pe-= Bat
Thus if we fix R, with the input shaft driving S, then 4
will drive the coaxial output shaft at one quarter of the speed
of the input shaft, and in the same direction. By fixing R
instead of A, we have increased the gear ratio from —3 to +4
without having increased the overall dimensions. When the
ring is fixed, the gear is called a planetary gear.
Now let S be fixed instead of A, i.e. add ~-1 to every term
in (1)
With A fixed A=0 S=4+1 P=-1 R
“1 at
-1 S=0 P=-2 R=
A
eee
If we multiply throughout by 2 we can express the speed of
Ras unity, viz.
With S fixed
R=-1
Thus, if we fix S, with the input shaft driving R, then A
will drive the coaxial output shaft at three quarters of the
speed of the input shaft, and in the same direction. When the
sun is fixed, the gear is called a solar gear.
It is not necessary of course that the sun and planet wheels‘TURBINE REDUCTION GEARS 203
should have equal pitch circle diameters (equal numbers of
teeth)—we can make these whatever we wish, to obtain the
largest possible gear ratio within the given space, or, what is
more important, to achieve the smallest possible space for a
given gear ratio. Let us see what can be done within the over-
all dimensions of Figure 4.33.
In Figure 4.33, suppose S and P each to have 60 teeth,
then it follows that R must have 60 x 3 = 180 teeth. In order
to maintain the same overall diameter, let the ring in Figure
4.34 have 180 teeth, but let S have 30 teeth and P have 75
teeth. Note: R = 2 (5/2 +P), ie. R = 2 (60/2 + 60) = 180, or
R = 2 (30/2 + 75) = 180.
Referring to Figure 4.34, first let A be fixed, and let S
make one clockwise revolution, i.e.
output
Figure 4,34 Epicyclie star gear204 TURBINE REDUCTION GEARS
With A fixed
A=0, S=41, P= = -$, R= (-4)x (+ig0) =F
(1)
Thus if we fix A with the input shaft driving S, then R will
drive the output shaft at one sixth of the speed of the input
shaft, and in the opposite direction. The gear is a star gear,
and by altering S from 60 to 30 teeth, and P from 60 teeth to
75 teeth we have increased the gear ratio to ~6 without
having increased the overall dimensions.
Now let be fixed instead of A, ic add +4 to every term
in (1) above. Refer to Figure 4.35.
eur
ouTeuT
Figure 4.35 Epicyclic planetary gear
oboeTURBINE REDUCTION GEARS 205
and multiplying throughout by +6 gives
With R fixed,
S=+7, P=-3, R=0.
Thus, if we fix R with the input shaft driving S, then A
will drive the co-axial output shaft at one seventh of the
speed of the input shaft, and in the same direction. The gear
Figure 4.36 Epicyclie solar gear
is a planetary gear, and by using 30 and 75 teeth respectively
in the sun and planet wheels, we have increased the gear ratio
to +7 without having increased the overall dimensions.
Now let S be fixed instead of A, i.e. add -1 to every term
in (1) above. Refer to Figure 4.36.
With A fixed, A=0, S=+1, P=-3, R=-
-1 -1 ~1 =
bok206 ‘TURBINE REDUCTION GEARS
With S fixed, A=-1, S=0, P=--4, R=-4,
and multiplying throughout by £ gives
With S fixed, A=~4, S=0, P=—4,
Thus if we fix S, with the input shaft driving R, then A
will drive the co-axial output shaft at six sevenths of the
speed of the input shaft, and in the same direction. The gear
is a solar gear, and by using 30 and 75 teeth respectively in
the sun and planet wheels, we have a gear ratio of only +6/7
within the same overall dimensions as will give a gear ratio of
--6 if arranged star, or +7 if arranged planetary.
From the foregoing example, it will be evident that there
are many ways in which the simple epicyclic gear may be
varied to give different speed ratios within the chosen overall
dimensions. We may vary the numbers of teeth in the sun and
planet wheels; we may fix either the arm (star gear), or the
ting (planetary gear), or the sun (solar gear). The fixed mem-
ber, whichever it may be, is called the torque reaction member,
e.g. if the arm is fixed, it has to carry the reactions to the
forces acting between the wheel tecth. The simple epicyclic
gear, described in principle in the foregoing notes, forms the
unit on which modern marine epicyclic gears are based, using
either the star, planetary or solar modes, or some combina-
tion of these to suit the conditions.
The simple epicyclic gear illustrated in Figures 4.34, 4.35
and 4.36 may be regarded as a single-reduction gear. If
arranged star as in Figure 4.34, it gives a reduction ratio of
6; if arranged planetary as in Figure 4.35, it gives a reduc-
tion ratio of +7. If two such gears be used, with the output
shaft of the first connected to the input shaft of the second,
then the arrangement is a double-reduction gear. For example,
consider the primary reduction to be the star gear illustrated
in Figure 4.34 having a reduction ratio of —6, and the second-
ary reduction to be the planetary gear illustrated in Figure
4.35, having a reduction ratio of +7.
The two gears together, illustrated in Figure 4.37, form a
double-reduction epicyclic gear of the star/planetary mode,
having a total reduction ratio of (--6) x (+7) = —42.
In this example, we have assumed that the sun, planet and
ring of the secondary reduction have the same numbers of
teeth as the sun, planet and ring of the primary reduction; we‘TURBINE REDUCTION GEARS 207
‘OUTPUT
Figure 4.37 Double-reduction epicyclic gear (star/planetary mode)
have assumed the primary reduction to be a star gear (4
fixed) and the secondary reduction to be a planetary gear
(R; fixed). In practice of course the numbers of teeth in the
primary and secondary reductions may be varied, and the
fixed members may be changed to suit the particular
conditions.
We could also use three such gears in series thus making a
triple-reduction epicyclic gear, again choosing the fixed mem-
bers and the numbers of teeth to suit the particular conditions.
This arrangement, in principle, is in quite general use for
modern turbine epicyclic reduction gears.
Note that in going from single to double or triple redue-
tion, the overall length of the gear is increased.
The foregoing notes and diagrams attempt to deal only208 TURBINE REDUCTION GEARS
with principles. Of the mechanical details of construction,
one point in particular is necessary of special mention. In
cach example so far, we have considered the arm actually as a
single arm carrying one planet wheel. In principle of course
this is perfectly correct, but in practice, would be quite un-
acceptable, particularly in a planetary or solar gear where the
arm itself rotates, If we use a single rotating arm carrying a
single planet wheel, the planet wheel generates a centrifugal
force which is transmitted to the arm via the planet wheel
bearings. The arm itself also generates a centrifugal force,
hence the combined centrifugal force of the arm and planet
wheel is imposed on the main bearings at the principal centre
of rotation as an unbalanced revolving force. A double-
reduction gear could have two such arms revolving in differ-
ent planes, thus also imposing an unbalanced revolving couple
on the gear case.
So far as the gear case itself is concerned, the centrifugal
forces can be balanced by the use of multiple planct wheels,
ite. two, three, four, five, six, or more planet wheels are used,
each in principle having its own arm, all the arms being rigidly
fixed together to form a frame, or spider, or planet carrier.
This principle, illustrated in Figure 4.38, not only balances
the centrifugal forces, but balances the forces acting between
the wheel teeth so that the only load imposed on the main
bearings is the vertically downward force due to the mass of
the gears and shafts. Further, the total driving load is carried
by a greater number of gear contacts, hence a greater propor-
tion of the total number of teeth are in mesh, and therefore
for a given torque, the individual tooth loads are reduced.
While the use of multiple planet wheels relieves the main
bearings of any unbalanced centrifugal force, the centrifugal
force of cach planet wheel within the planet carrier remains
unbalanced, and has to be carried by the planet wheel bear-
ings. Now the centrifugal force varies directly as the square
of the rotational speed, hence if a rotating planet carrier is
used on the primary reduction of a turbine gear, the high
speed will result in large centrifugal loads on the planet wheel
bearings.
‘A rotating arm, or each arm of a multiple planct carrier,
must not only be strong enough to withstand the centrifugal
force, but it must be stiff enough to do so without significant
stretch in the radial direction, otherwise the meshing of the‘TURBINE REDUCTION GEARS, 209
planet wheel teeth with the sun wheel teeth and the ring
teeth will be incorrect.
It is for these reasons that the primary reduction of a tur-
bine gear is almost invariably made a star gear, i.e. fixed
planet carrier. The planet carrier itself is almost invarably of
the type shown in Figure 4.38(c), whether it is fixed or
rotating.
The use of multiple planet wheels in no way affects the
calculation of the speed ratios which is always carried out as
if there was one planet wheel only.
‘e (o
SECTION ON AOB
Figure 4.38 Multiple planet wheels
(eh Two planet whee
'b) Three planet wheels
(c) Six planet wheels
It should however be particularly noted that where equally
spaced multiple planet wheels are to be used, it is an essential
condition for correct assembly that (S + R)/n isan integer (i.e.
a whole number), where S and R are the numbers of teeth in
the sun and ring respectively, and n is the number of planets.
This feature is referred to again later in this chapter.