Chapter 17
Involute Splines According to DIN 5480 and Other Standards

    17.1   Start the Calculation Module
    17.2   Field of Application of DIN 5480
    17.3   Input of Geometry Data
    17.4   Input of Tool Data
    17.5   Input of Data for the Determination of Allowances
    17.6   Representation of Gear Tooth Form
    17.7   Calculation of Strength
    17.8   Message Window
    17.9   Quick Info: Tooltip
    17.10   Calculation Results
    17.11   Documentation: Calculation Report
    17.12   How to Save the Calculation
    17.13   The Button ‘Redo’ and ‘Undo’
    17.14   The Button ‘CAD’
    17.15   The Button ‘Options’

17.1 Start the Calculation Module

Please login with your username and your password. To start the calculation module for involute splines, please click the menu item ‘Connections’ on the left side and then select ‘Involute splines’.

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Figure 17.1: General overview

This eAssistant module allows for the calculation of splined connection with involute splines according to DIN 5480, DIN 5482, ISO 4156, ANSI B92.2M, ANSI B92.1 as well as the French standard NF E22-141. The calculation of the strength is based on Niemann ‘Maschinenelemente 1‘, 2001. Involute splines are used to transmit torque from a shaft to a gear hub where external gear teeth on the shaft engage an equal number of internal teeth in the hub. Involute splines offer several interesting advantages: Involute splines can be produced by the same manufacturing processes and machines as ordinary gears. No special machines are required in order to produce involute splines. Involute splines are the predominant form because they are stronger than straight sided splines and are easier to cut and they are used to transmit larger torques.

17.2 Field of Application of DIN 5480

DIN 5480 applies to splined connections with involute splines based on reference diameters for connecting hubs and shafts either with a removable connection, a sliding fit or a permanent fit. It lays down the following principles:

17.3 Input of Geometry Data

Select the appropriate standard from the listbox ‘Standard geometry data’. DIN 5480 applies for involute splines in the module range 0,5 to 10 with a number of teeth ranging from 6 to 82 and a pressure angle of \(30^{\circ }\). The DIN 5480 series of standards is limited to splines with a pressure angle of \(30^{\circ }\). Pressure angles of \(37.5^{\circ }\) and \(45^{\circ }\) are covered by ISO 4156. In addition to DIN 5480 and ISO 4156, it is possible to select DIN 5482, ANSI B92.2M, ANSI B92.1 as well as the French standard NF E22-141 from the listbox.

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Figure 17.2: Selection of the standard

Please note: In the French standard NF E22-141, the module is divided into two series - Primary and Secondary Series. The Primary Series is the recommended preferred series and is available in the eAssistant

Based on the selected profile, number of teeth, profile shift coefficient, normal module and pressure angle will be set and the tip circle diameter and the root diameter are determined. You can refine the profile geometry selection by including specific parameters to find the right profile quicker. The following parameters can be defined for a certain range:

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Figure 17.3: Select the range

Please enter your values into the input fields ‘from’ and ‘to’ and click the button ‘Search’ to start the profile selection search. The number of found profiles will be displayed. The number of profiles will be reduced and you can select the profiles directly from the list. If you have already entered values into the input fields and want to change your entry for any reason, please delete the value and click into another input field or use the Tab key. The option ‘Any’ is used again in the input field.

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Figure 17.4: Add the values

You can sort the selection list in the database by clicking on the column header. To sort the profiles in reverse order, click on the column header again. A black arrow appears. The arrow makes the orientation much easier for you.

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Figure 17.5: Sort the search

17.3.1 Profile Details

When you select a profile from the table, parameters (e.g., number of teeth, profile shift coeffcient, module and pressure angle) will be displayed.

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Figure 17.6: Profile details
Comment

You can add a description or a short comment to shaft and hub. The notes will appear later in the calculation report.

Number of Teeth

External gear teeth on the shaft engage an equal number of internal teeth in the hub. According to DIN 3960, the number of teeth of internal gears is negative. This leads to negative signs for all hub diameters.

Profile Shift

In accordance with DIN 5480, the profile shift for the shaft is kept within the range \(-0.05 \cdot m\) and \(+0.45 \cdot m\) and for the hub within the range \(+0.05 \cdot m\) and \(-0.45 \cdot m\).

17.3.2 More Inputs for the Geometry

Click the button ‘Details’ in order to add more inputs for the geometry. A new window is opened and you can modify the tip diameter allowance by clicking the ‘Lock’ button. Add an addendum chamfer or tip radius for shaft and hub.

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Figure 17.7: Geometry details
Tip Diameter Allowance

The tip diameter allowances are not determined by default. Therefore, all input values are specified with ‘0’. Click the ‘Lock’ button and all input values will be disabled and the allowances are determined in accordance with DIN. Click the ‘Lock’ button again to enable the input field and to add your own value.

Tip Clearance

Clearance \(c\) is the distance between the root circle of a gear and the addendum circle of its mate. A certain clearance between the gears is necessary for a smooth operation without jamming. The diameters of the tip and root circles of the shaft differ from the respective diameters of the hub by at least the tip clearance \(c\).

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Figure 17.8: Tip clearance
Addendum Chamfer

The tooth ends of a gear are often rounded or chamfered. A chamfer is a small angled surface added on the end of a shaft along an edge. For the calculation you can consider the addendum chamfer. Meshing interferences can be removed by the addendum chamfer.

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Figure 17.9: Addendum chamfer

As an alternative to the addendum chamfer, a tip corner radius can be specified. This can be defined either as a radial amount or directly as a radius. The selection is marked by the colored arrow. The radius is entered directly for the tip radius, the radial amount is entered for the tip radius (Rad.). If you enter the tip radius directly as a value, you will receive the corresponding radial amount in the calculation report. In the case of tip corner radius or addendum chamfer, the tip form diameter is smaller than the tip circle diameter by twice the radial amount \(h_{K}\).

17.3.3 Define Your Own Geometry

In case you cannot find the right profile you are looking for in our extensive database, then simply define your individual profile. Activate the option ‘User defined input’ from the listbox. If you select this option, the input fields will be enabled, so that you can enter your own input values.

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Figure 17.10: Own input
Tip Circle Diameter

The tip circle diameter \(d_{a}\) is automatically determined according to the selected standard, for example in accordance with DIN 5480. In case the option ‘User defined input’ is enabled, then a ‘Lock’ button appears next to the input field. Click the ‘Lock’ button in order to activate the input field and to modify the tip circle diameter. Please note that the tip diameter has an influence on the modification of the tip diameter. Click on the button again to disable the input field. The value is determined again according to DIN. In case you use special tools, the tip circle diameter can be modified by a tool customization.

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Figure 17.11: Tip circle diameter
Modification of Tip Diameter

The modification of the tip diameter \(k\) is automatically determined by the program that a sufficient tip clearance is available. For external gears the modification of the tip diameter is \(k \le 0\), for internal gears, the value is often set to \(k = 0\) in order to avoid meshing interferences. Click on the ‘Lock’ button to enable the input field and enter your own value. Such a modification of the tip diameter has an effect on the tip diameter.

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Figure 17.12: Modification of tip diameter

17.4 Input of Tool Data

A basic rack profile for the shaft or hub according to DIN, ISO or ANSI can be selected from a listbox or can be defined individually. Involute splines can be produced by the same manufacturing processes and machines as ordinary gears. A machining allowance can be taken into consideration. Usually, external splines are cut by hobbing, rolling or shaping and the internal ones are produced either by broaching or shaping in a gear shaper.

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Figure 17.13: Input of tool data

Please note: You can add a description or a short comment to shaft and hub. The notes will appear later in the calculation report.

17.4.1 Tool Type

Select either the tool ‘Hob’ or ‘Gear shaper cutter’ by clicking the listbox. A ‘Constructed involute’ is also available.

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Figure 17.14: Tool type
Hob

The hobbing is the most widely used method of cutting gear teeth. The cutter, called the hob, is like a worm. All gears are cut by feeding the hob across the facewidth of the gear. According to DIN 5480, for any number of teeth of one module size only one cutter is required.

Gear Shaper Cutter

A gear cutting method in which the cutting tool is shaped like a pinion. The shaper cuts while traversing across the facewidth and rolling with the gear blank at the same time. According to DIN 5480, several gear shaper cutter of different numbers of teeth are standardized for each module. These apply for:

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Figure 17.15: Hob and gear shaper cutter
Constructed Involute

In addition to the hob and the gear shaper cutter, you can also select the entry ‘Constructed involute’ as a tool. In case internal gears cannot be shaped with a gear shaper cutter, the tooth form calculation is still possible by using the constructed involute. This specifically applies for applications in the precision mechanics. This method allows a generation of the tooth form with a constant root fillet radius.

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Figure 17.16: Constructed involute

17.4.2 Tool Standard Basic Rack Profile

The tool standard basic rack profile is the counter profile of the standard basic rack tooth profile. The listbox provides the following tool standard basic rack tooth profiles:

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Figure 17.17: Selection of basic rack profile

17.4.3 Broaching

Hubs are often made by broaching. Broaching is a machining process that uses a toothed tool, called a broach, to remove material. Broaches are tools adapted for a single operation. The broach usually only moves linearly against a surface of the workpiece. The process depends on the type of broaching being performed. Small internal gears can be cut in one pass. Large internal gears can be made by using a surface type of broach to make several teeth at a pass. Broaching is a very accurate method and a rapid operation.

The following applies for broached involute splines:

According to DIN 5480 the following applies:

17.4.4 Gear Hobbing

Hobbing is a nearly universal process which can be used to manufacture spur and helical gears of all types and it is the most widely used method of cutting gear teeth. The tool used in this process is a hob. A very high degree of tooth-spacing accuracy can be obtained with hobbing. With regard to accuracy, hobbing is superior to the other cutting processes. A wide variety of sizes and kinds of hobbing machines are used. The rotating hob has a series of rack teeth arranged in a spiral around the outside of a cylinder, so it cuts several gear teeth at one time. To generate the full width of the gear, the hob slowly traverses the face of the gear as it rotates. Thus, the hob has a basic rotary motion and an unidirectional traverse at right angles. Both movements are relatively simple to effect, resulting in a very accurate process.

The following applies for hobbed involute splines:

17.4.5 Gear Shaping

Gear shaping is a continuous indexing gear cuttin process in which the cutting tool is shaped like a pinion. The cutter reciprocates while it and the gear blank are rotated together at the angular-velocity ratio corresponding to the number of teeth on the cutter and the gear. The teeth on the gear cutter are appropriately relieved to form cutting edges on one face. Although the shaping process is not suitable for the direct cutting of ultra-precision gears and generally is not as highly rated as hobbing, it can produce precision quality gears. Usually it is a more rapid process than hobbing. Two outstanding features of shaping involve shouldered and internal gears. For internal gears, the shaping process is the only basic method of tooth generation.

The following applies for shaped involute splines:

17.4.6 Cold-Rolling

The rolling process is mainly applicable to involute splines and it is a highly efficient manufacturing process. Rolling is a forming process where a workpiece lies between two cylindrical rollers provided with teeth. Cold-rolling is very rapid and it produces a very smooth surface. This method improves the surface conditions and holds tighter tolerances. There are three major methods of rolling: longitudinal, transverse and rotary rolling and DIN 5480 describes longitudinal and transverse rolling. In longitudinal rolling, the metal is deformed by rolls, usually parallel to each other that rotate in opposite directions. In transverse rolling, the metal is subjected to rotational motion relative to its axis and is worked in the transverse direction.

The following applies for cold-rolled involute splines:

17.4.7 Define Your Own Tool Standard Basic Rack Profile

Click ‘user defined input’ from the listbox in order to define your own basic rack profile. If you select ‘user defined input’, then the input fields for the edge radius, the addendum coefficient and the dedendum coefficient are activated. Now you can modify the basic rack profile.

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Figure 17.18: Own input

17.4.8 Dimensioning of Tool Standard Basic Rack Profile

In case you use special tools, the eAssistant software offers an easy and comfortable solution. The basic rack profile can be determined by clicking the ‘Calculator’ button.

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Figure 17.19: Button for the tool dimensioning

Here you can change the tip circle and the root diameter for shaft and hub. Confirm your entries with the button ‘OK’. The listbox for the basic rack profiles displays then ‘User defined input’. The modification of the tip diameter is set to ‘0’.

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Figure 17.20: Dimensioning of tool standard baisc rack profile

17.4.9 Machining Allowance

You can consider an allowance for the tooth flank. The tool provides an allowance \(q\) on the flank and/or root for the pre-cutting tool. The allowance is the smallest distance between the involutes and the pre-machining having the same root diameter. In case you select the tool basic rack profile with protuberance, the allowance refers to the tooth flank. The maximum machining allowances can be grouped as follows:

Maximum Machining Allowances1
Allowance per Tooth Flank Manufacturing Process
\(<\) 0.05 (0.10) mm Finishing operation by cold rolling, gear shaving, honing, lapping
0.05 to 0.5 (1.5) mm Grinding, profile grinding, (honing)
\(>\) 0.5 mm, pre-cutting Primary shaping, forming, cutting with geometrically determined edges except shaving, grinding and profile grinding in special cases
1 from: Linke, H.: Stirnradverzahnung Berechnung Werkstoffe Fertigung, Carl Hanser Verlag, Muenchen, Wien, 1996, p. 638

17.5 Input of Data for the Determination of Allowances

In order to define the tolerances, gear accuracy and allowance sequence can be selected from the listbox. All permitted deviations and tooth thickness allowances will be automatically determined. Similar to the tolerance system in DIN 3961, DIN 5480 also provides a tolerance system. The tolerance system refers to the pairing nominal spacewidth and nominal tooth thickness.

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Figure 17.21: Input of data for the determination of allowances

Please note: You can add a description or a short comment to shaft and hub. The notes will appear later in the calculation report.

17.5.1 Gear Quality

The choice of the right toothing quality is determined by economical aspects depending upon the intended purpose and manufacturing process. In all fields of gearing, the control of gear accuracy is essential. Several classes or grades of accuracy can be set. 12 grades (12 to 1) are defined according to DIN standards. Accuracy grade ‘5’ describes the highest possible accuracy, ‘12’ a very low accuracy.

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Figure 17.22: Gear quality

17.5.2 Backlash Allowance Sequence

Positive and negative minimum fit clearances can be designed using the spacewidth deviation \(A_{e}\) and the tooth thickness deviation \(A_{s}\). The magnitudes of the deviations are identified by lower case characters and can be selected individually for the hub and the shaft from the listbox. There are six deviations from F to M for hubs and 18 deviations from v to a for shafts. Interference fits, transition fits and clearance fits can be specified by using the allowance sequence.

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Figure 17.23: Backlash allowance sequence

DIN 5480 provides deviation and tolerance combinations in order to achieve interference fits, transition fits and clearance fits.

Types of Fit2
Deviations / Tolerances
2 from: DIN 5480-1, March 2003, p. 23, table 9, Types of Fit
Type of Fit








Hub
Shaft
Rough interference fit 9H 9v
Fine interference fit 7H 8H 7p 8s
Rough transition fit 9H 9p
Fine transition fit 7H 8H 8n
Rough clearance fit 9H 9g 9e 9d 10c 11a
Fine clearance fit 7H 8H 7h 7g 8f

If you select the entry ‘user defined input’ from the listbox, the input field for the tooth thickness allowances is enabled and you can define your individual values. If you select the entry ‘effective’ from the listbox ‘Measurement method’, you will notice, that the ‘Lock’ button next to the input field for the tooth space allowances is also enabled.

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Figure 17.24: Own input
Types of Fit in NF E22-141

The French standard NF E22-141 provides the following fits for the shaft:

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Figure 17.25: Types of fit in NF E22-141

17.5.3 Tooth Thickness Allowance

The fit and the centring accuracy are determined by the deviations of the spacewidths and thicknesses as well as by the achieved or defined tolerances. The eAssistant offers the possibility to specify the tooth thickness allowances based on measured data or given test dimensions. Two different dimensions for the tooth thickness can be selected - the actual and the effective tooth thickness. The different dimensions will then be considered during calculation and output of the gear tooth form as well as for the determination of the test dimensions, such as number of teeth measured for facewidth measurement or diametrical measurement over balls or pins. Select ‘Effective’ from the listbox and click on the ‘Calculator’ button.

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Figure 17.26: Calculation of tooth thickness allowance

Activate shaft and hub and enter the input values. Confirm with the button ‘OK’. The ‘Lock’ button next to the input field for the tooth space allowances is enabled. Now you can change the tooth space allowances.

Actual Tolerance

According to DIN 5480, th actual tolerance provides for the wear-dependent change of tool dimensions, the infeed accuracy of machine tools and dimension deviations in heat treatment. In the data field of the workpiece drawing, it is indicated as the actual tolerance limit and as the reference mark actual Ref. Since it is difficult to measure tooth thickness and space widths directly, they are converted to dimensions across and between measuring circles and are entered in this form into the data field. In practice, measuring balls or measuring pins are used as measuring circles.

Effective Tolerance

According to DIN 5480, the effective tolerance for fitted splined connections is shown separately. This is necessary because the fit is generated for all left and right flanks of all teeth. The tooth flanks are subject to individual deviations from the profile, the tooth trace and the pitch. These deviations reduce the fit clearance of a fitted splined connection so severely that provision must be made for this reducing effect. In hubs, the superposition of all individual deviations leads to an effective spacewidth that is smaller than the actual space that can be measured.

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Figure 17.27: Measuring method Actual/Effective

17.5.4 Tooth Space Allowance

The tooth space allowance \(A_{W}\) is the difference between the actual dimension and the nominal dimension of the span measurement \(W{_k}\). The actual measurement of the span measurement gets smaller for external gears by negative allowances for a zero-backlash assembly. The upper and lower tooth space allowance are displayed as well. For an own input of the tooth thickness allowances, the tooth space allowances can be defined as well. The ‘Lock’ button next to the input field of the tooth space allowances is enabled. Therefore, you can change the tooth space allowances.

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Figure 17.28: Tooth space allowance for shaft and hub

17.5.5 Span Measurement across Several Teeth

The calculation program determines the number of teeth for the span measurement (number of teeth across the span measurement has to be gauged). By using the ‘Lock’ button you are able to activate the input field and you can enter your own input value. If you click the button again, the previous input value appears.

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Figure 17.29: Enable number of teeth for span measurement

17.5.6 Ball Diameter

The tooth thickness is often checked by measurement over balls \(M_{dK}\) or pins \(M_{dR}\). The pins or balls are placed in diametrically opposite tooth gaps (even number of teeth) or nearest to it (odd number of teeth). The measurement over pins is only used for spur gears and external helical gears. The eAssistant software already specifies the diameter of ball or pin for the test dimensions. Enable the input field by clicking the ‘Lock’ button. Enter your own input value for the diameter. If you click on the button once again, the previous input value appears.

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Figure 17.30: Enable ball diameter

17.5.7 Backlash Normal Plane

The general purpose of backlash is to prevent gears from jamming. The backlashes are automatically determined.

17.5.8 Backlash Pitch Diameter

In flank-centred connections, the flanks of the teeth serve to transmit the forces as well as to centre the parts. The difference between the spacewidth and the tooth thickness determines the backlash pitch diameter. The backlash pitch diameter is automatically determined by the calculation module. For spacewidths of hubs and tooth thicknesses of shafts, DIN 5480 provides deviation series and tolerances based on the nominal dimensions. The deviation series permits the definition of clearance fits, transitions fits and interference fits. The tolerance classes define the manufacturing tolerances.

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Figure 17.31: Backlash normal plane and backlash pitch diameter

17.6 Representation of Gear Tooth Form

A special highlight of this calculation module is the presentation of the accurate gear tooth form with an animation and simulation of the tooth mesh. For the presentation you can select the lower, upper and mean allowances for the tooth thickness, tip diameter and centre distance.

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Figure 17.32: Representation of Gear Tooth Form

17.6.1 Representation of the Shaft-Hub Connection

Click on the ‘Tooth form’ button to represent the entire shaft-hub connection.

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Figure 17.33: Involute splines

17.6.2 Representation of Tooth Mesh

Click on the ‘Detail view’ button. You get a larger representation of the mesh. The representation of the mesh allows you to look at the tooth thickness allowances, the tip diameter and centre distance allowances as well the tooth mesh and to check the influence of these values. The tooth form mask provides various functions. Click on the ‘Total view’ button to obtain an entire view of the shaft-hub connection.

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Figure 17.34: Representation of tooth mesh

Please note: Please keep in mind that all values are later taken over to the DXF output and CAD generation. In case you change the tooth thickness allowance or the centre distance allowance in the tooth form mask, then the last modification is taken over to the DXF output. The section ‘CAD button’ contains some helpful information on this function.

17.6.3 Rotating Angle

Enter an rotating angle for the rotation of the involute spline.

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Figure 17.35: Rotating angle

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Rotation of the shaft counter-clockwise

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Rotation of the shaft clockwise

17.6.4 Rotation

When you click on one of the two arrows, a continuous rotation of the shaft occurs.

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Figure 17.36: Rotation

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Continuous rotation of the shaft counter-clockwise

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Continuous rotation of the shaft clockwise

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The rotation is stopped.

17.6.5 Tooth Thickness Allowance

Click on the ‘Detail view’ button and the tooth mesh is represented in detail. Now you can change the tooth thickness allowance, that is already given in the main mask for the ‘Allowances’, within the tolerance limit. All changes are displayed immediately. For the representation of the tooth mesh, select the lower, upper and mean tooth thickness allowances for shaft and hub.

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Figure 17.37: Tooth thickness allowance in the main mask ‘Allowance’

Both arrows indicate the lower and upper allowance. The active input is grayed out and disabled. Click on the left arrow and you will get the representation for the lower tooth thickness allowance. The right arrow shows the representation for the upper tooth thickness allowance.

At the first start of the tooth form, you will get the mean tooth thickness allowance as a standard feature. The tooth thickness allowances can be defined between the lower and upper allowance.

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Figure 17.38: Tooth thickness allowance

Please note: In case you have specified the lower and upper tooth thickness allowance for shaft and hub in the input mask ‘Allowances’ by using the ‘Calculator’ button, then the manually defined values appear here as lower and upper tooth thickness allowance.

17.6.6 Tip Diameter Allowance

Click the ‘Detail view’ button and the tooth mesh is represented in detail. Now you can change the tip diameter allowance, that is already given in the main mask for the ‘Geometry’, within the tolerance limit. All changes are displayed immediately. For the representation of the tooth mesh, select the lower, upper and mean tip diameter allowances for shaft and hub.

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Figure 17.39: Tip diameter allowance in the main mask ‘Geometry’

Both arrows indicate the lower and upper allowance. The active input is grayed out and disabled. Click on the left arrow and you will get the representation for the lower tip diameter allowance. The right arrow shows the representation for the upper tip diameter allowance. The middle button displays the mean tip diameter allowance. At the first start of the tooth form, you will get the mean tip diameter allowance. The tip diameter allowances can be defined between the lower and upper allowance.

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Figure 17.40: Tip diameter allowance

Please note: In case you have specified the lower and upper tip diameter allowance for shaft and hub in the input mask ‘Geometry’ by using the ‘Lock’ button, then the manually defined values appear here as lower and upper tip diameter allowance.

17.7 Calculation of Strength

The eAssistant software calculates the strength of involute splines according to Niemann ‘Maschinenelemente‘ Vol. 1, 2001 in order to determine the influences of the load due to torque and load peaks. Click the listbox ‘Calculation method’ and select ‘According to Niemann’ to activate the strength calculation. The permissible pressure is determined from the material properties as well as the surface pressure and safeties for operating load and maximum load of shaft and hub. The load distribution factor \(K_{\lambda }\) is determined for a different load input and load output according to DIN 6892.

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Figure 17.41: Calculation of strength

17.7.1 Application Factor

The application factor \(K_{A}\) evaluates the external dynamic forces that affect the gearing. These additional forces are largely dependent on the characteristics of the driving and driven machines as well as the masses and stiffness of the system, including shafts and couplings used in service. The following table gives some values according to DIN 3990. You will find a ‘Question mark’ button next to the input field. Click on this button to open the table.

Application Factors \(K_{A}\) According to DIN 3990-1: 1987-12
Working Characteristics
Working Characteristics of the Driven Machine




of the Driving Machine Uniform Light shocks Moderate shocks Heavy shocks
Uniform 1.0 1.25 1.5 1.75
Light shocks 1.1 1.35 1.6 1.85
Moderate shocks 1.25 1.5 1.75 2.0
Heavy shocks 1.5 1.75 2.0 2.25 or higher

17.7.2 Examples for Driving Machines with Various Working Characteristics

Examples for Driving Machines with Various Working Characteristics
According to DIN 3990-1: 1987-12
Working

Characteristics

Uniform

Electric motor (e.g. d.c. motor), steam or gas turbine with uniform operation1 and small rarely occurring starting torques

Light shocks

Steam turbine, gas turbine, hydraulic or electric motor (large, frequently occurring starting torques)

Moderate shocks

Multiple cylinder internal combustion engines

Heavy shocks

Single cylinder internal combustion engines

1 Based on vibration tests or on experience gained from similar installations. 

17.7.3 Examples of Working Characteristics of Driven Machines

Examples of Working Characteristics of Driven Machines
According to DIN 3990-1: 1987-12
Working Characteristics

Driven Machines

Uniform

Steady load current generator; uniform loaded conveyor belt or platform conveyor; worm conveyor; light lifts; packing machinery; feed drives of machine tools; ventilators; lightweight centrifuges; centrifugal pumps; agitators and mixers for light liquids or uniform density materials; shears; presses; stamping machines1; vertical gear; running gear2

Light shocks

Non-uniformly (i.e. with piece or batched components) loaded conveyor belts or platform conveyors; machine tool main drives; heavy lifts; crane slewing gear; industrial and mine ventilator; heavy centrifuges; centrifugal pumps; agitators and mixers for viscous liquids or substances of non-uniform density, multi-cylinder piston pumps, distribution pumps; extruders (general); calenders; rotating kilns; rolling mill stands3 (continuous zinc and aluminium strip mills, wire and bar mills)

Moderate shocks

Rubber extruders; continuously operating mixers for rubber and plastics; ball mills (light); wood-working machine (gang saw, lathes); billet rolling mills3,4; lifting gear; single cylinder piston pumps

Heavy shocks

Excavators (bucket wheel drives), bucket chain drives; sieve drives; power shovels; ball mills (heavy); rubber kneaders; crushers (stone, ore); foundry machines; heavy distribution pumps; rotary drills; brick presses; debarking mills; peeling machines; cold strip3,5; briquette presses; breaker mills

1 Nominal torque: maximum cutting, pressing or stamping torque
2 Nominal torque: maximum starting torque
3 Nominal torque: maximum rolling torque, 4Torque from current limitation
5 \(K_{A}\) up to 2.0 because of frequent strip cracking

17.7.4 Nominal Operation Torque

Here you can specify the nominal operating torque. Click the ‘Calculator’ symbol next to the input field to use the dimensioning function and to get a suggestion for an appropriate input value. If you click on the dimensioning button, you get a suggestion for an appropriate input value. The calculation of the value is carried out so that the given minimum safety is fulfilled. The default value for the minimum safety is set to ‘1.2’. Clicking the button ‘Options’ allows you to change this value.

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Figure 17.42: Dimensioning function for the nominal operation torque

17.7.5 Share Factor

In order to calculate the maximum surface pressure, the share factor is taken into account. Due to manufacturing errors, the surface pressure is unevenly distributed among the teeth (over the circumference) and along the width. The share factor \(k_{\varphi \beta }\) is intended to account these influences. The factor is dependent upon the accuracy of the connection and flank wear.

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Figure 17.43: Share factor

The following table recommends values for the share factor according to Niemann. Click the ‘Lock’ button to enable the input field and to add your own value.

Share Factor for Form-Closed Connections After Run-in Period3
3 from: Niemann G.: Maschinenelemente I, Springer Verlag, Berlin, 2001, p. 821, figure 18.32.
Form Closed Connection
Interference Fits
Involute Spline with Involute Flanks
Number
Tolerance Sequence according to DIN 5480
1 2 H5/IT4 H7/IT7 H8/IT8 H9/IT9 H11/IT11

Max. Value

\(k_{\varphi \beta }\) for \(T_{eq}\) 1 1,3 1,1 1,3 1,5 2 4









\(k_{\varphi \beta }\) for \(T_{max}\) 1 1,1 1 1,1 1,3 1,7 3

z/2

17.7.6 Load Peaks

Load peaks occur when the torque clearly exceeds the equivalent torque \(T_{eq}\). Special cases may occur due to starting impacts, short-circuit torques, emergency breaking torques, abrupt blockings etc. The frequency \(N_{L}\) of the load peaks has to be estimated during the entire operating time.

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Figure 17.44: Number of load peaks

The number of load peaks can be selected from the listbox. It is also possible to define an own number of load peaks. Select the entry ‘user defined input’. The input field next to the listbox is enabled and you can add your value.

17.7.7 Maximum Load Peak Torque

For a single load peak, depending on the ductility of the material, the 1.3 to 1.5 times the permanent surface pressure is allowed. The load peak frequency factor \(f_{L}\) evaluates the influence of the load peaks on the maximum surface pressure. If you click on the ‘Calculator’ button next to the input field, you will get a suggestion for an appropriate value. The calculation of the value is carried out so that the given minimum safety of ‘1.2’ is fulfilled.

Please note: A maximum load peak torque is greater than the equivalent torque \(T_{eq}\) that results from the multiplication of the nominal torque and application factor.

The progress of \(f_{L}\) for ductile and brittle materials over the frequency is shown in figure 5 according to DIN 6892.

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Figure 17.45: Load peak frequency factor \(f_{L}\)

17.7.8 Kind of Load

Click the listbox to define the kind of load for your calculation. Decide between:

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Figure 17.46: Kind of load

In case you have an alternating torque, then the load direction change is automatically activated and the load direction changing factor \(f_{W}\) is determined. You will find the entry ‘user defined input’ in the listbox. If you select this option, the input field will be enabled, so that you can enter your own input value for the load direction change.

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Figure 17.47: Own input

The load direction changing factor \(f_{W}\) is dependent upon the frequency \(N_{W}\) of changes of load direction. The following figure according to DIN 6892 illustrates the relationship between \(f_{W}\) and \(N_{W}\) for alternating torques.

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Figure 17.48: Load direction changing factor

17.7.9 Material Selection

Select an appropriate material for shaft and hub directly from the listbox. Clicking the button ‘Material’ opens the material database.

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Figure 17.49: Listbox ‘Material’

The material database provides some detailed information on the several kinds of material. If the listbox is active, the two arrow keys ‘Up’ and ‘Down’ of your keyboard allows you to search through the database, so you can compare the different values with each other.

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Figure 17.50: Material database
Define Your Own Material

In case there is no material that will fulfill the design requirements, then simply define your individual material. Select the option ‘user defined input’ and all inputs and options are activated and you can specify your individual material very easily. Your inputs will be saved to the calculation file. Please be advised that changing the material will delete your defined inputs and you have to enter the inputs again.

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Figure 17.51: Own input of material

Support Factor and Hardness Influence Factor

Using the support factor \(f_{S}\), a supporting effect can be considered that occurs for compressive stress components. From experience, the supporting effect for hubs is larger due to the higher stressed material volume than for shafts and parallel keys.

The hardness influence factor \(f_{H}\) is determined from the ratio of surface strength to core strength for case-hardened components. By the hardness influence factor, an increasing of the permissible surface pressure is considered.

Please note: In case you select ‘User-defined input’ from the material selection, you can define an individual support factor \(f_{S}\).

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Figure 17.52: Support and hardness factor

The following table provides values for the support and hardness factor according to DIN 6892.

Support and Hardness Influence Factors for Different Materials According to DIN 68924
Part Material \(f_{S}\) \(f_{H}\)
Shaft Structural steel according DIN EN 10025 1,3 - 1,7 1,0
Heat-treated steel according DIN EN 10083-1 and DIN EN 10083-2 1,3 - 1,7 1,0
Case-hardened steel according DIN 17210 1,3 - 1,7 1,15
Gray cast iron with lamellar graphite according DIN EN 1563 1,3 - 1,7 1,0
Steel casting according DIN 1681 1,3 - 1,7 1,0
Gray cast iron with lamellar graphite according DIN EN 1561 1,1 - 1,4 -
Hub Structural steel according DIN EN 10025 1,5 1,0
Heat-treated steel according DIN EN 10083-1 und DIN EN 10083-2 1,5 1,0
Case-hardened steel according DIN 17210 1,5 1,15
Gray cast iron with spheroidal graphite according DIN EN 1563 1,5 1,0
Steel casting according DIN 1681 1,5 1,0
Gray cast iron with lamellar graphite according DIN EN 1561 2,0 -
4 from: DIN 6892:2012-08, p. 25, appx. B, table B.1. Support and Hardness Influence Factors for Different Materials

Yield Point

The effective surface pressure between parallel key and shaft or hub keyway wall must not exceed the permissible value. The permissible values result from the material strength - for ductile materials from the yield point (\(R_{p0,2}\) and/or \(R_{e}\)) and for brittle materials from the tensile strength \(R_{m}\). The calculation can be run by using less common metallic materials.

17.7.10 Stepped Hub

A checkbox field allows you to check or uncheck the stepped hub. If you check the option, you can define the outer diameter of the hub \(D_{2}\), the small outer diameter of the hub \(D_{1}\), the width \(c\) as well as the axial distance \(a_{0}\). The outer diameter of the hub \(D_{2}\) is disabled in the main mask ‘Geometry’.

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Figure 17.53: Enable stepped hub

Based on these input values, the load distribution factor according to DIN 6892 is determined for a different load input and output.

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Figure 17.54: Load input and load output

For a stepped hub, it means (see above figure):

\(D_{1}\)Small outer diameter of stepped hub

\(D_{2}\)Large outer diameter of stepped hub

\(a_{0}\)Distance between the axial cutting planes through N and W

\(c\)Width of the hub with \(D_{2}\) within the carrying part of the parallel key, i.e., \(c \leq l_{tr}\)

Point \(N\): Idealized point of load input and load output in hub

Point \(W\): Indicates the begin of load input and load output between shaft and parallel key

17.8 Message Window

The calculation module provides a message window. This message window displays detailed information, helpful hints or warnings about problems. One of the main benefits of the program is that the software provides suggestions for correcting errors during the data input. If you check the message window carefully for any errors or warnings and follow the hints, you are able to find a solution to quickly resolve calculation problems.

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Figure 17.55: Message window

17.9 Quick Info: Tooltip

The quick info tooltip provides additional information about all input fields and buttons. Move the mouse pointer over the input field or button, then you will get the additional information. This information will be displayed in the quick info line.

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Figure 17.56: Quick info line

17.10 Calculation Results

All results will be calculated during every input and will be displayed in the result panel. A recalculation occurs after every data input. Any changes that are made to the user interface take effect immediately. In case a minimum safety is not fulfilled, the result will be marked red. Press the Enter key or move to the next input field to complete the input. Alternatively, use the Tab key to jump from field to field or click the ‘Calculate’ button after every input. Your entries will be also confirmed and the calculation results will displayed automatically.

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Figure 17.57: Calculation results

17.11 Documentation: Calculation Report

After the completion of your calculation, you can create a calculation report. Click on the ‘Report’ button.

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Figure 17.58: Button ‘Report’

The calculation report contains a table of contents. You can navigate through the report via the table of contents that provides links to the input values, results and figures. The report is available in HTML and PDF format. Calculation reports, saved in HTML format, can be opened in a web browser or in Word for Windows.

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Figure 17.59: Calculation report

You may also print or save the calculation report:

17.12 How to Save the Calculation

When the calculation is finished, it is easy to save the calculation. You can save your calculation either to the eAssistant server or to your computer. Click on the button ‘Save’.

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Figure 17.60: Button ‘Save’

Before you can save the calculation to your computer, you need to activate the checkbox ‘Local’ in the calculation module. A standard Windows dialog for saving files will appear. Now you will be able to save the calculation to your computer.

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Figure 17.61: Windows dialog for saving the file

In case you do not activate the option in order to save your files locally, then a new window is opened and you can save the calculation to the eAssistant server. Please enter a name into the input field ‘Filename’ and click on the button ‘Save’.

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Figure 17.62: Save the calculation

17.13 The Button ‘Redo’ and ‘Undo’

The ‘Undo’ button allows you to reset your inputs to an older state. The ‘Redo’ button reverses the undo.

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Figure 17.63: Button ‘Redo’ and ‘Undo’

17.14 The Button ‘CAD’

The top menu bar of the eAssistant provides the button ‘CAD’. The eAssistant plugin for various CAD systems (e.g., SOLIDWORKS, Solid Edge, Autodesk Inventor) enables you to combine calculation and design very easily. On the basis of the eAssistant calculation, you can generate the shaft and the hub in a 2D DXF format or create as a 3D part within seconds.

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Figure 17.64: Button ‘CAD’

17.14.1 DXF Output for Accurate Tooth Form

Click on the menu item ‘CAD \(\Rightarrow \) DXF Output’. Now you are able to create the accurate tooth form of any involute gearing in the 2D DXF format. Use the various settings for the DXF output.

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Figure 17.65: Button ‘DXF Output’

For the DXF output the following options are possible:

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Figure 17.66: DXF output

Please note: When you have defined all settings, then click on the button ‘OK’. A standard Windows dialog is opened to save the file.

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Figure 17.67: Saving the DXF file

Now you can save the DXF file to your computer. Enter a name for the file and click on the button ‘Save’. It is not necessary to specify the file extension. The file is identified automatically.

17.14.2 STEP/IGES Format

Using this function allows to create the geometry of involute splines as 3D CAD models in STEP or IGES format. STEP as well as IGES are two standardised neutral file formats for CAD models. Almost every 3D CAD system can import STEP files.

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Figure 17.68: STEP format

The settings menu for the STEP and IGES output has a few different functions and allows to adjust the export options as needed. The geometry can be generated as a solid model with one or all teeth or as a surface model of the tooth space geometry. When exporting to a CAD system, you can also set the level of accuracy to a desired value.

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Figure 17.69: Inputs for STEP output

17.14.3 GDE Format

With the integration of the standardised GDE format into the modules for gears and involute splines, eAssistant takes a step closer to a seamless data workflow. GDE stands for Gear Data Exchange. This format, which is defined in VDI/VDE guideline 2610, is already supported by many measuring machine manufacturers. With the GDE format, geometries of cylindrical gears and involute splines can be loaded directly from the software into the measuring machine. It only takes a few clicks to create a measuring program. This avoids transmission errors and allows to work with standard measuring instructions.

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Figure 17.70: GDE format

17.14.4 eAssistant CAD Plugin

The eAssistant plugin for various CAD systems (e.g., SOLIDWORKS, Solid Edge, Autodesk Inventor) enables you to combine calculation and design very easily and fast. Based on your eAssistant calculation, you can generate the shaft and the hub as a 3D part within seconds. A single menu pick in the eAssistant software transfers the eAssistant calculation data to the CAD system. Based on these parameters, the automatic creation of a 3D parametric model starts in the CAD system.

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Figure 17.71: CAD plugin

The CAD model stores all features and dimensions as design parameters. The eAssistant calculation is linked and associated to the part and can be opened at any time throughout the entire design phase. This is also possible if one part contains different calculations. Click the button ‘CAD’ and select the CAD plugin. Open the CAD system and start the generation by clicking the integrated button ‘eAssistant’.

Please note: First you need to download and install the right CAD plugin for your CAD system. The plugin is available on our web site www.eAssistant.eu. After installation, an integrated button called ‘eAssistant’ appears in the CAD system.

With just one click, the design table with all manufacturing details can be placed on the drawing. The appearance and size of that table is individually configurable. There is no need to manually add all design table parameters to the drawing. For further information, please visit our web site www.eAssistant.eu or read the CAD plugin manual.

17.14.5 Coordinate Table

The gear tooth form geometry of a tooth space can be exported as a coordinate text file in transverse section as well as in normal section.

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Figure 17.72: Coordinate table

17.15 The Button ‘Options’

Click on the button ‘Options’ in the top menu bar of the eAssistant software to change some general settings.

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Figure 17.73: Button ‘Options’

Change the unit system, the minimum safety, the factor for the minimum ring gear thickness. This factor controls the value for the largest possible bore diameter (inner diameter) for external gears and the smallest possible outer diameter for internal gears. The default value \(2.0\) refers to forged gears (see main mask ‘Geometry’), recommendations according to Schlecht (Maschinenelemente 2, 2010): gear ring thickness for extreme lightweight constructions \(< 2 \cdot m\), cast constructions \(5 ... 8 \cdot m\), for welded constructions \(3 ... 5 \cdot m\). or the number of decimal places for the calculation report. To make a permanent change to the calculation module, you can save your settings to a template file.

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Figure 17.74: Options