Professional Documents
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in order to promote transparency and accountability in the working of every public authority,
and whereas the attached publication of the Bureau of Indian Standards is of particular interest
to the public, particularly disadvantaged communities and those engaged in the pursuit of
education and knowledge, the attached public safety standard is made available to promote the
timely dissemination of this information in an accurate manner to the public.
1 +, 1 +
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Jawaharlal Nehru
! $ ' +-
Satyanarayan Gangaram Pitroda
! > 0 B
BharthariNtiatakam
IS 8830:2007
ISO 9083:2001
Indian Standard
CALCULATION OF LOAD CAPACITY
HELlCAL GEARS APPLICATION
GEARS
OF SPUR AND
TO MARINE
( First Revision)
@ BIS 2007
BUREAU
MANAK
OF
BHAVAN,
INDIAN
9 BAHADUR
NEW
October 2007
DELHI
STANDARDS
SHAH
ZAFAR
MARG
110002
Price Group 14
Transmission
NATIONAL
PGD 30
FOREWORD
This Indian Standard (First Revision) which is identical with ISO 9083 : 2001 Calculation of load
capacity of spur and helical gears Application to marine gears issued by the International
Organization
for Standardization
(ISO) was adopted by the Bureau of Indian Standards on the
recommendation
of the Transmission
Devices Sectional Committee and approval of the Production
and General Engineering Division Council.
This standard was first published in 1978 covering the basic requirements of marine gears. In order to
harmonize this standard with International Standard, the committee decided to revise this standard to
align it with ISO 9083:2001
by adoption under dual number.
The text of ISO Standard has been approved as suitable for publication as an Indian Standard without
deviations.
Certain conventions
are, however, not identical to those used in Indian Standards.
Attention is particularly drawn to the following:
a)
b)
Comma (,) has been used as a decimal marker, while in Indian Standards
practice is to use a point (.) as the decimal marker.
the current
Standard
Corresponding
Degree of
Equivalence
Indian Standard
for
gears
Part 1
Identical
for
gears
Part 2
do
IS 2467:2002
Symbols
revision)
do
do
Not
Equivalent
do
ISO 6336-3:
1996 Calculation of load
capacity of spur and helical gears
Part 3: Calculation
of tooth bending
strength
do
(Continued
on third cover)
1S8830 :2007
ISO 9083:2001
Indian Standard
CALCULAT ON OF LOAD CAPACITY OF SPUR AND
HELlCAL GEARS APPLICATION TO MARINE
GEARS
( First Revision)
1
Scope
The formulae specified in this International Standard are intended for the establishment of a uniformly acceptable
method for calculating the pitting resistance and bending strength capacity for the endurance of the mainpropulsion and auxiliary gears of ships, offshore vessels and drilling rigs, having straight or helical teeth and subject
to the rules of classification societies.
The rating formulae in this International Standard are not applicable to other types of gear tooth deterioration, such
as plastic yielding, micropitting, scuffing, case crushing, welding and wear, and are not applicable under vibratory
conditions where there may be an unpredictable profile breakdown. The bending strength formulae are applicable
to fractures at the tooth fillet, but are not applicable to fractures on the tooth working profile surfaces, failure of the
gear rim, or failures of the gear blank through web and hub. This International Standard does not apply to teeth
finished by forging or sintering. This standard is not applicable to gears having a poor contact pattern.
This International Standard provides a method by which different gear designs
to assure the performance of assembled drive gear systems. It is not intended
public. Instead, it is intended for use by the experienced gear designer who
values for the factors in these formulae based on knowledge of similar designs
items discussed.
WARNING
confirmed
Normative
results
of this International
Standard
should
be
references
The following normative documents contain provisions which, through reference in this text, constitute provisions of
this international
Standard. For dated references, subsequent
amendments
to, or revisions of, any of these
publications do not apply. However, parties to agreements based on this International Standard are encouraged to
investigate the possibility of applying the most recent editions of the normative documents indicated below. For
undated references, the latest edition of the normative document referred to applies. Members of ISO and IEC
maintain registers of currently valid International Standards.
LSO 53:1998,
Cylindrical gears for general and heavy engineering Standard basic rack tooth profile.
ISO 54:1996,
Cylindrical gears for general engineering and for heavy engineering Modules.
ISO 701:1998,
ISO 1122-1:1998,
Cylindrical gears ISO system of accuracy Part 1: Definitions and allowable values of
deviations relevant to corresponding flanks of gear teeth.
ISO 1328-1:1995,
ISO 6336-1:1996, Calculation of load capacity of spur and helical gears Part 1: Basic principles, introduction and
general influence factors.
IS 8830:2007
1S0 9083:2001
ISO 6336-2:1996,
Calculation of load capacity cf spur and helical gears Pad 2: Calculation of sutiace durability
(pitting).
ISO 6336-3:1996,
Calculation of load capacity of spur and helical gears Part 3: Calculation of tooth bending
strength.
ISO 6336-5:1996,
Calculation of load capacity of spur and helical gears Part 5: Strength and quality of material.
lSOI~R 10495:1997,
Cylindrical gears Calculation of service life under variable loads Conditions
cylindrical gears according to ISO 6336.
Terms, definitions
for
and symbols
of this International
Standard,
IS 8830:2007
ISO 9083:2001
Description
Standard
or term
Unit
centre distance a
mm
facewidth
mm
b~
mm
CT
N/(mm.pm)
(single
N/(mm+m)
d, ,2
mm
dal ,2
mm
dbl,z
mm
dfl ,2
mm
d~h
mm
d~w
mm
dW1,2
mm
%al,2
fH~
tooth alignment
fma
mesh misalignment
.fpb
transverse
deviation
due to manufacturing
in accordance
pm
deviations
pm
mm
complying
pm
fsh
~m
,s,.
mm
[i
tooth depth
mm
hap
addendum
mm
}lfp
dedendum
mm
hFe
bearing span
m*
relative individual
normal module
red
mt
transverse
nl,z
rein-l
nE
resonance speed
mifl-1
Pbn
mm
gears
at the outer point of single pair
mm
mm
gear mass per unit facewidth
module
referenced
to line of action
kg/mm
mm
referenced
kglmm
mm
IS 8830:2007
ISO 9083:2001
Table 1 (Continueu)
Symbol
bt
Description
unit
or term
Ii-
finishing
stock allowance
mm
mm
of tooth flank
mm
~notch parameters~n/2p~
1-
1tooth thickness
mm
Fn
mm
rim thickness
mm
gear ratioa
Iul
lz~zll
>1
mls
velocity parameter
il ,2
;(X
running-in
allowance
pm
running-in
allowance
(equivalent
pm
:1,2
of pinion, wheel
misalignment)
of &
mm.pdht
mm
c-a
tip relief
pm
CB
CR
F-m
cylinder ( = Ft &~v)
the mean transverse load at the N3fWI?IIC@
F~
tH
FB
pm
Fpx
pm
FOY
initial equivalent
pm
Kv
dynamic factor
KA
application
factor
KFa
transverse
misalignment
N/mmz
(after running-in)
IS 8830:2007
ISO 9083:2001
Table 1 (Contirrue@
Symbol
Description
or term
Unit
KFp
Ha
transverse
H13
Ky
M,,*
NL
number of cycles
N~
resonance
transmitted
Ra
arithmetic
k!z
mean peak-to-valley
SF
SF ~in
minimum
$+
.$H~in
minimum
T, ,2
Nm
Y~
R rel T
Ys
stress correction
Yx
YD
h rel T
speed factor
ZB,D
single pair tooth contact factors for the pinion, for the wheel
ZE
elasticity factor
ZH
zone factor
z~
lubricant factor
ZR
roughness
z~
work-hardening
z~
Zp
Z6
of the load
of ZB,D
range
kW
power
mean roughness
roughness
(as specified
pm
in ISO 4287)
pm
in ISO 4287)
factor
Jz
Table 1 (Continueo)
. ,
..
! [1,,
Symbol
Description
or term
Unit
i 11,
transverse
pressure angle
1\ 1X*$
transverse
.. _
~- .. .._
gears
i: d
i
1j
1?
I
transverse
E,x
contact ratio
LLO
.$
p
] G(,
...
] <-,{
~-
{&$
....-.
V4350
~...
kinematic viscosity at 40 C, 50 C
j ~t
>.
viscosity parameter
~:P
~Lrd
~..
mm
~PC
.
\;%
~-
mm
mm
factor characterizing
the equivalent
misalignment
after running-in
gears
mm
I%
; -
[+
L..-..
i~(JF~,n,
. -.
$
~FE
,.
$
hm~~
f---
tensile strength
N/mm2
tooth-root
N/mm2
! ~fP
&-
permissible
stress
N/mm2
N/mm2
N/mm2
tooth-root
nominal tooth-root
stress
N/mm2
stress
N/mm2
contact stress
N/mm2
!._K
! q-l
&-_
k
; % hm
,
f
! %G
i--.-
1 w,p
t~fltio
1~,
a
calculated
N/mm2
modified allowable
N/mm2
permissible
contac~ stress
N/mm2
N/mm2
a,
U,
Z1
racffs
Z2
Z1
positive.
I
IS 8830:2007
ISO 9083:2001
Application
4.1
specific applications
Design,
4.1.1
Generai
the allowable
the consequences
the appropriate
Use of the
for different applications
vary considerably.
applications demands a careful appraisal of all applicable
factor of safety.
Design considerations to prevent fractures emanating from stress raisers in the tooth flank, tip chipping and failures
of the gear blank through the web or hub should be analysed by general machine design methods.
Any variances according to the following
statement.
a)
If a more refined method of calculation is desired or if compliance with the restrictions h clause 4.1 is for any
reason impractical, relevant factors may be evaluated according to the basic standard or another application
standard.
b)
Factors derived from reliable experience or test data maybe used instead of individual factors according to this
International Standard. Concerning this, the criteria for Method A in ISO 6336-1:1996, 4.1.8, are applicable.
In other respects, rating calculations shall be strictly in accordance with this International Standard
safety factors, etc. are to be classified as being in accordance with this International Standard.
if stresses,
This International Standard is applicable when the wheel blank, shaft/hub connections, shafts, bearings, housings,
threaded connections, foundations and couplings conform to the requirements regarding accuracy, load capacity
and stiffness forming the basis for the calculation of the load capacity of gears.
Although the method described in this International
Standard is mainly intended for recalculation purposes, by
means of iteration it can also be used to determine the load capacities of gears. The iteration is accomplished by
selecting a load and calculating the corresponding
safety factor against pitting, .$+1, for the pinion. If SHI is greater
than SH ~in the load is increased,
corresponds
Gear data
This International
a)
if it is smaller than .$+ ~ln the load is reduced. This is done untii the load chosen
to $+1 = ~H min. The same method is used for the wheel (SH2 = SHrein) and also for the safetY factors
Standard is applicable
Types of geac
external and internal, involute spur, helical and double helical gears:
for double helical gears, it is assumed that the total tangential load is evenly distributed between the two
helices; if this is not the case (e.g. due to externally applied axial forces), this shall be taken into account;
the two helices are treated as two single helical gears in parallel;
planetary
paths.
IS 8830:2007
ISO 9083:2001
Range of the transverse contact ratios of actual spur and helical gear pairs:
b)
c)
1,2<
d)
Basic racks:
no restriction).
4.1.3
Wheel blank,
This International
wheel
Standard
rim
is applicable
when
SR,
the thickness
mn.
Materials
These include steels (affects ZE, OH Iim, OFE, Kv, KHp and KFD). For materials and their abbreviations used in this
International Standard, see Table 2. For other materials, see ISO 6336-1, ISO 6336-2, ISO 6336-3 and ISO 6336-5
Table 2 Materials
Abbreviation
Material
Through-hardening
Case-hardened
( mB >800
Eh
IF
hardened
4.1.5
N/mmz)
and case-hardening
and case-hardening
steel, nitrided
steel, nitrocarburized
NT (nitr.)
NV (nitr.)
NV (nitrocarb.)
Lubrication
The calculation procedures are valid for gears that are spray or oil-bath lubricated using a lubricant approved by the
manufacturer/designer
of the gears. This validity is further subject to the condition that, at all times of operation, an
adequate quantity of approved lubricant is available to the gear mesh. Provision for cooling shall ensure that
temperatures assumed for purposes of calculations are not exceeded (affects lubricant film formation i.e. factors Z~,
Zv and z~).
Provided that sufficient
excluded.
lubricant
is available
lubrication
of slow speed
auxiliaries
is not
1) For all practical purposes, it may be assumed that the proportions of the basic rack of the tools are equal to those of the
basic rack of the gear.
IS 8830:2007
ISO 9083:2001
4.2
Safety
factors
between the safety factor relative to pitting, SH, and the safety factor relative to tooth
breakage, SF.
For a given application,
adequate
by the computed
in the reliability
are:
a)
the allowable stress numbers used in the calculation are valid for a given probability
values in ISO 6336-5:1996 are valid for 1 ?4. probability of damage);
b)
c)
d)
Therefore,
of the available
of failure
(the material
the chosen value for SF~in should to be greater than the value chosen for SHmin. For calculation
of
actual safety factor see 6.1.5 (.$+, pitting) and 7.1.4 (SF, tooth breakage).
It is recommended that the minimum values of the safety factors
the manufacturer and the classification authority.
4.3
gear data:
a,
b)
the purchaser,
Input data
The following
a)
Zl,
Z2, ~tln,dl, dz, dal, ~~2) ~, ~lj X2, an, l?, =a, =0 (see ISO 53:1998,
ISO 54:1996);
c)
data:
power data:
P or T or Ft, nl, v,, details of driving and driven machines.
Requisite geometrical
IS 8.830:2007
lx) 9083:2001
Information
to be exchanged
between manufacturer
and purchaser should include data specifying material
preferences, lubrication, safety factor and externally applied forces due to vibrations and overloads (application
factor).
4.4
Nwrnrwical
equations
5
5.1
Muerme
Information
factors
Genera!
factors, K., KHU, KHB, KFa and KFB, are all dependent on the tooth load. Initially, this is the applied
load (nominal tangential load multiplied by the application factor).
The influence
a)
b)
c)
be calculated
successively
as follows:
load Ft KA;
load Ft KA Kv;
load Ft KA Kv KHP.
A%en a gear drives two or more mating gears or is double helical, it is necessary
to substitute
KA by KA KT If
pxsible,
alternatively
estimated
The simplification
be determined
by measurement;
literature.
a)
b)
assumptions
< 50;
When details are substantiality different from any of the above, refer to ISO 6336-1.
5.2
No/nina!
tangential
torque,
T, nominal
power, P
The nominal tangential load, Ft, is determined in the transverse plane at the reference cylinder. It is based on the
inpu? torque to the driven machine. This is the torque corresponding
to the heaviest regular working condition.
Alternaiwely,
the nominal torque of the prime mover can be used as a basis if it corresponds
to the torque
requirement of the driven machine, or some other suitable basis can be chosen.
2000 7-1,219098 x1 OOOP
p, . ________
______
d ,,2
ff1,2 n 1,2
12=
9549P
F:dj,z 1000P
-2000 = [;l,2 = 71,2
1000P
(1)
(2)
(3)
E 8830:2007
ISO 9083:2001
dlzolz
v----2000
dl,znl,z
rrn12
)2
5.3
= %-
(4)
19098
2000 v _ n 1,2
d1,2
9549
(5)
Maximum
tangential
load, Ft ~U,
tangential
torque,
Tma, corresponding
be known when safety from pitting damage and from sudden tooth breakage
static stress limit is to be determined (see 5.5).
5.5
5.5.1
Application
factor,
to the
KA
General
The factor
KA adjusts
the nominal
for incremental
gear loads
from external
sources. 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.
It is recommended that the purchaser and manufacturer/designer
the accord of the classification authority.
5.5.2
factor with
AA shall be determined
experience
measurements
and a comprehensive
concerned
analysis
of the
(see 5.3).
If no reliable data, obtained as described in 5.5,2, are available, or even as early as the first design phase, it is
possible to use the guideline values for KA as described in annex C.
5.6
5.6.1
The dynamic factor relates the total tooth load, including internal dynamic effects of a multi-resdnance
system, to
the transmitted tangential tooth load. Method B of ISO 6336-1:1996 with modifications is used in this International
Standard.
In this procedure it is assumed that the gear pair consists of an elementary single mass and spring system
comprising the combined masses of pinion and wheel, and the mesh stiffness of the contacting teeth. It is also
assumed that each gear pair functions as a single stage pair, i.e. the influence of other stages in a multiple-stage
gear system is ignored. This assumption is only tenable when the torsional stiffness (measured at the base radius
11
IS 8830:2007
4s0 9083:2001
of the gei~rs), of the shaft common to a wheel and a pinion is less than the mesh stiffness. See 5.6.3 and annex B.1
for the procedure dealing with very stiff shafts.
Forces caused
by torsional
vibrations
masses
by Kv, These
forces
factor).
In multiple mesh gear trains there are several natural frequencies. These can be higher or lower than the natural
frequency of a single gear pair with only one mesh. When such gears run in the supercritical range, analysis by
Method A is recommended. See ISO 6336-1:1996, 6.3.1.
The specific load for the calculation
of KA is (Ft KA)/b.
When the specific loading Ft KA/b is <50 N/mm, a particular risk of vibration exists (under some circumstances,
separation
speed
5.6.2
of working
Calculation
5.6.2.1
a)
of the parameters
Calculation
Calculation
tooth flanks),
required
of the reduced
for evaluation
grade
running
with
at high
of Kv
mass, mred
gear pair
(6)
where
f red
is the reduced mass of a gear pair, i.e. of the mass per unit facewidth
b)
J1 ,2
bl ,2
Calculation
gear pair
Calculations
For information
on the following
coaxial gears;
planetary gears;
idler gears
12
designs
IS 8830:2007
ISO 9083:2001
Determination
5.6.2.2
a)
Resonance
of the resonance
of a gear pair
~E, =30xlo-3
ri ZI
Cy
in rein-l
(7)
mred
Resonance
ratio, N
N=A!__
n~l
fri~zl
30000
t-
ratio, N, is determined
as follows:
?Jhecf
Cy
(8)
The resonance running speed may be above or below the running speed calculated from equation (8) because
of stiffness that has not been included (e.g. the stiffness of shafts, bearings and housings) and as a result of
damping. For reasons of safety, the resonance range is defined by the following:
Ns<N<l,15
(9)
At loads such that (Ft KA)/b is less than 100 N/mm, the lower limit of resonance
ratio Ns is determined:
Ns =0,5+0,35
(lo)
~
bx100
N/mm, then
(11)
N~ =0,85
Gear accuracy
5.6.2.3
and running-in
Bp =
parameters,
parameters
BP, Bf, Bk
and profile
c ~pbeff
(12)
KA(Ft/b)
Jfeff
Bf =
(13)
KA(Ft/b)
2) The amount Ca of tip relief may only be allowed for gears of accuracy grades in the range O to 6 as specified in ISO 13281:1995.
13
IS 8830:2007
ISO 9083:2001
Bk
c Ca
(14)
K/+( Ftib)
with
c
as given in annex A;
Ca
shall be substituted
profile modification.
by deducting
~pbeff $pbl
whichever
estimated
- YpI
whichever
a)
running-in
~pbeff ~pb2-
for Ca in equation
A value
a specified
yp2
is the greater;
$feff=~fal-Yfl
5.6.2.4
(16)
~feff=~fa2-~f2
is the greater.
Running-in
allowance,
ya
(17)
f Pb
(18)
b)
5.6.3
Dynamic
(19)
fpb
(20)
ffa
factor in the subcritical
in this sector, resonances may exist if the tooth mesh frequency coincides with N = 1/2 and N = 1/3. The risk of this
is slight in the case of precision helical or spur gears, if the latter have suitable profile modification
(gears to
ISO 1328-1:1995 accuracy grade 6 or better).
When the contact
ratio of straight spur gears is small or if the quality is of low grade, Kv can be just as great as in
3)
14
parameters
should be altered.
IS 8830:2007
ISO 9083:2001
Resonances
small.
because
the associated
vibration
amplitudes
are usually
For gear pairs where the stiffness of the driving and driven shafts is not equal, in the range N = 0,2...0,5,
the tooth
contact frequency can excite natural frequencies when the torsional stiffness, c, of the stiffer shaft, referred to the
line of action, is of the same order of magnitude as the tooth stiffness, i.e. if c/ti2 is of the order of magnitude of cy
When this is so, dynamic load increments
KV=(NK)+l
(21)
(22)
~f)+(cv3Bk)
K=(CVIBp)+(CV2
where
Cvl and C@ allow for pitch and profile deviations while C@ allows for the cyclic variation of mesh stiffness,
See Table 3.
A value Cay resulting
from running-in
shall be substituted
for Ca in equation
1,1 5)
High quality helical gears with high total contact ratio can function satisfactorily in this sector. Spur gears of grade 5
or better as specified in ISO 1328-1:1995 shall have suitable profile modification, as specified in ISO 6336-1:1996
clause 6.4.1 item b).
Subject to above, this factor is equal to:
~,=(c.l
@+(c,2~f
For C parameters
5.6.5
(23)
)+(c,4~k)+l
refer to Table 3.
range (N>
1,5)
Resonance peaks can occur at N = 2, 3 ... in this range. However, in the majority of cases, vibration
small, since excitation forces with frequencies lower than meshing frequency are usually small.
amplitudes
are
For some gears in this speed range, it is also necessary to consider dynamic loads due to transverse vibration of
the gear and shaft assemblies. When the critical frequency is near to the frequency of rotation, and if this condition
cannot be avoided, this shall be taken into account in the evaluation of K,.
Kv = (CV5 Bp) +
For C parameters,
(Cvfj
Bf) + CV7
(24)
refer to Table 3.
15
IS 8830:2007
ISO 9083:2001
Table 3 Equations
1<67<2
Cvl
0,32
cv~
0,34
0,32
0,57
Ey -0,3
cv~
0,096
0,23
GY-1,56
cv~
0,57 - o,05ey
0,90
67 -1,44
cv~
0,47
0,47
CG
0,47
0,12
ey -1,74
l,5<eY
<2,5
ey>2,5
1,0
-84r+~~
:+(*
NOTE
When the material of the pinion (1) is different from that of the wheel (2), C,Yl and Caz are calculate(
separately; then C~Y= 0,5 (C~Y1+ C.@.
5.6.6
Dynamic
factor
in the intermediate
between
Kv at N = 1,15, as specified
in 5.6.4,
v Kv(N=l,5)+
5.7
Face
5.7.1
load
factor,
KH~
General
adjusts
of uneven
in this International
KHp.cl
General
16
(25)
load distribution
Standard.
over the
IS 8830:2007
ISO 9083:2001
a)
shaft,
positioned
pinion
symmetrically
leads to an additional
b)
pinion diameter
c)
d)
a contact pattern which, under load, extends over the entire facewidth;
e)
no additional
f)
running-in
between
bending
bearings
deformation,
(~/f S 1; see
which shall be
external loads that act on the pinion shaft (e.g. form shaft couplings);
allowance
YP s maximum
Yb as specified
in 5.7.2.3.
A computed
usin9 the
equation:
KH~ -1
Fpx
(26)
cy/2
p ( ?m
-) /b
It is recommended
Mesh misalignment
Assembly
to planetary
gears.
due to manufacturing
tOlerance%
~ma
or adjustment:
(27)
b)
Gear pairs
appropriate
light
load,
adjustable
ma = 0,7
end relief:
(29)
fH~
Running-in
allowance,
yp, running-in
factor,
or
(28)
f ma =0, 5 jH~
c)
bearings
the equivalent
in equations
(27) to (29).
Kb
misalignment
is reduced by runnin9-in
misalignment
after runnin9-in.
is
to Fbx,
For St, V:
320
~b= FpX;
OH Iim
.rp=l
320
OH Iim
(30)
17
IS 8830:2007
ISO 9083:2001
with yps
when
FPXand rcbz O
v
mls: no restriction;
<5
v >10
to Fpx = 80 pm;
to Fpx = 40 pm;
;Kp =0,85
(31)
from that of the wheel, ypl and Kpl for the pinion, and yp2 and KP2for the wheel, shall be determined
separately.
(32)
Determination
helices
KHP.l+
b)
4::~%(i)2[52+(:)2(i-+)]+:~ti:
(33)
(34)
4) It is assumed that the entire torque is inputat one shaft end. If the torque is input at both shaft ends or in between helices of
a double helical gear, a more accurate analysis is necessary.
5)
The value of KHfi is for the more severe~y stressed helix, which is that nearer to the torquecf end of the pinion; tangential
load is divided equally between the two helices; i.e. a small gap width compared to the facewidth (B -2 bB) s 0,5 bB. As for the
caicu Iation for KHb, half the tooth width (incorporating half the gap width) is used, and the obtained values are large. Thus, for
double helical gears with a large gap width, method C2 of ISO 6336-1 is appropriate in this case, see 5.7.3.
18
IS 8830:2007
ISO 9083:2001
5.7.2.4.2
a)
helices
G)(with compensation
for torsional
deflection
only):
(35)
with full helix modification (with compensation for torsional and bending deflections):
K~Cyfm~
KHp=l+
b)
and
2 Fro/b
KHp 21,05
(36)
KHp=l+
Kp
5.7.3.1
fma
Fm lb~
Cy
(with compensation
and
for torsional
(37)
KH~>l,05
upon compliance
KHp.c2
General
Taken from the basic standard, this method is arranged so that account is taken
alignment, of elastic deformations of the pinion and of manufacturing inaccuracies.
KH[l shall be calculated
after running
of the influences
on mesh
the following
two
components.
Systematic error k taken into account by f~h (mesh misalignment due to shaft deflection). it is primarily caused
by pinion shaft deflection, but in principle may include all mechanical deflections able to be evaluated
accurately
by
fma(mesh
misalignment
due to manufacturing
be evaluated;
tolerance).
is limited
by
6) Torsional deflectioncan be almost completely compensated for by means of a linear tooth trace or helix angle modification.
In addition, crowningis necessary when compensation of bendingdeflection is required.
7) Full modification of both helices is necessary. Partial modificationof the helix angle merely to compensate for torsional
deflection is not appropriate for double helical gears which are symmetrically positioned between bearings. Torsional and
bending deflections can be almost completely compensated for by means of helix angle modification. However, it is often
sufficient If only the helix nearest the torque input end is modified;torsional and bending deflectionsof the other helix tend to
compensate each other. This should be verified.
19
IS 8830:2007
ISO 9083:2001
Application
he/ix correction is a lead modification applied to compensate for the systematic error, and while theoretically it
is possible to apply a helix correction that exactly matches the calculated deflection for a specific load and so
the &.h contribution to ~H~ for that particular load, in practice, varying loads and errors in the
ehminak
evaluation
of~~h leave a lasting influence on KH~ that has to be taken into account;
crowning is a lead modification comprising the best defensive strategy against the random component of
misalign-ment. Since ~ma can be in either dir~ction, crowning should be s~rnm~tric to the middle of face width.
A more exact and comprehensive analysis in accordance with ISO 6336-1 is recommended if the design does not
match the requirements
listed in clause 4 or if any of the following items have significant influence on mesh
alignment:
elastic deformations
not caused by gear mesh forces but by external loads (e.g. belts, chains, couplings);
elastic deformations
elastic deformations
and manufacturing
bearing clearances
arrangements
inaccuracies
and deflections;
any manufacturing
or other deformations
When, by this method, a value of KH~ greater than 2,0 is calculated, the true value will usually be less. However if
the calculated value of KHP is greater than 1,5, the design should be reconsidered (e.g. shaft stiffness increased,
5.7.3.2
of ~Hp.cZ
KHB=l+
Cy
(38)
Note that b is the smaller of the facewidths of pinion and wheel measured
of tooth ends shall be ignored. (For double helical gears, b = 2bB.)
5.7.3.3
Mesh misalignment
Fpy=Fp
after running-in,
or rounding
Fpy
(39)
X-Jp
where
20
Fbx
yp
is the running-in
allowance
IS 8830:2007
ISO 9083:2001
5.7.4
Mesh misalignment
before running-in,
FDX
deviations,
and
+ B2,fma
(40)
of the favorable
of bearings):
(41)
FbX=ll,~3Bl~sh-.fH~51
where
~HfE,is the maximum
helix SIOIM deviation for ISO accuracy grade 5 (see ISO 1328-1:1995).
and manufacturing
deviations.
Table 4 Constants
Helix modification
No.
Type
Amount
B1
B2
tllo,51
I
4b
5
.
6
Helix correctiononly
] Iielix correctionplus cerrtral
crowning
1
~End relief
I
b
[c
d
fj.~.i~.j
0,5
O,lc
1,0
0,5
0,7
OJc
0,7
Minimum
see annex D
I
la
0,5
I
I
FGr ge.w paws without helix correction or crowning, the minimum value fOr KH~ is 1,25; fOr gear pairS with
appropriate helix correction and crowning, the minimum value for ~iip is 1,10. A favorable
verified.
.
. ...-
!3) Witha tavourable poelion of the contact pattern, the elastic deformations and the manufacturingdeviations compensate
each other (see Figure 1, compensative roles).
21
IS 8830:2007
ISO 9083:2001
~gure
a)
Determination of Fpx
T*
FDx in accordance
(compensative)
with
equation
(41)
Fpx in accordance
(augmentative)
with
equation
(4o)
~T!~
T
T
_.Al_
--b)
T*
~T!~
T
T
d
-wC)
I K~ x f x s/d12(dl/d~h)4< B
(augmentative)
~TitL~
T
IK[ x 1X s/d12(dl/d,h)4> B*
(compensative)
--d)
\ K1 x I x Sld12(dl/d~h)4> B* -0,3
(augmentative)
Fpx in accordancewith equation (41)
ATl~T*
T
_.A._L
(compensative)
-14!$e4e)
F!3X in accordance
(augmentative)
with
equation
(40)
FIJX in accordance
(compensative)
with
equation
(41]
.~Z:+-.
f)
.g2$40TE
Figuresa) to d) showthe mostcommonmountingarrangementwith pinion between bearings. Figures e) to f) show the
wertwng pinion,
r.
Input or outputtorquad end, not dependenton directionof rotation.
7
& = 1 for spurand single helicalgears; B = 1,5for double helicalgears,the peak load intensifyrecurs on the helixnear to the
rorquedend.
Figure 1 Rules for determination
22
IS 8830:2007
ISO 9083:2001
Factor K
with
I
without
stiffenings
0,48
0,8
Arrangement
Figure
a)
with s/1<0,3
L
11
1/2
*
-0,46
-0,8
b)
with SIIC0,3
s
AT
~~
1
[I 2
112
*
1,33
1,33
c)
with
s1[ <0,3
M
-0,36
-0,6
d)
L
T
&
1/2
L--4
-0,6
-1,0
with
e)
sll
<0,3
A
T
*
1/2
tiffening at all is to be expected when a pinion slides on a shaft and feather key or similar fitting, nor when normally shrink
Ned.
-
\ dashed line indicates the less deformed helix of a double helical gear.
)etermine ~~hfrom the diameter in the gaps of double helical gearing mounted centrally between bearings.
Figure 2 Constant
off~h
23
IS 8830:2007
ISO 9083:2001
Equivalent
5.7.4.2
misalignment,~~h
+K%(i9-013
+](:Y
f,=++
The calculation
of
f~hfor double helical gears is relative to the helix nearest to the shaft end which is
(42)
driven or
+K3#-03
+0](%7
f,=++
(43)
where
b = 2be;
bB is the width Of one helix.
In equations
In Figure 2, the pinions shown in dashed lines indicate those helices of double helical gears, which have the lower
value of ~~hand normal shrink fit (for a normal, shrink fit, the supporting effect is negligible). The root diameter shall
be somewhat greater than the shaft diameter.
5.7.4.3
Misalignment
The misalignment
due to manufacturing
due to manufacturing
inaccuracies,
inaccuracies
fmaequals
fma
the helix
tderancefHp:
(44)
fma = fH(l
The greater of the wheel and pinion value should be used.
NOTE
As it is theoreticallypossible that manufacturingtolerances of pinion,wheel and shaft alignment may sum up to the
worstcase, satisfyingload distributionshouldbe verified by e.g. contact pattern control.
5.8
a)
(b/h)2
/flF.
1+ b/h+(b)h)
b)
(46)
2= 1+ h/b+(h/b)2
24
(47)
IS 8830:2007
ISO 9083:2001
where
b
is the smaller of the facewidths of pinion and wheel measured at the pitch circles. Chamfers or rounding of
tooth ends shall be ignored. For double helical gears the width of one helix, b& shall be substituted.
5.9
5.9.1
Transverse
load factors,
KHa, KFa
General
The transverse load factors account for the effect of the non-uniform distribution of transverse load between
pairs of simultaneously
contacting gear teeth, as follows: KHa for surface stress, and KF= for tooth-root
Method B of ISO 6336-1:1996
5.9.2
Determination
is applied.
of the transverse
load factors
Equations (48) and (49) are based on the assumption that the base pitch deviations appropriate
accuracy specified are distributed around the circumference of the pinion and wheel, as is consistent
manufacturing practice. They do not apply when the gear teeth are intentionally modified.
In the following equations
several
stress.
use
Cy
to the gear
with normal
Ys
2:
cy (fpb Yu)
KHa=KFa=~
0,9+0,4
F,H/b
KHa=KFu
In equations
5.9.3
(48)
)
=0,9+0,4
(49)
FtH/b
Isy
(48) and (49), the larger of ~Pbl yal) and ~pb2 - ya2) is used.
Limiting conditions
When, in accordance
when
Cy(.fpb - Ya)
2((== -1)
with equations
Ey
KHa = KFU>,
Eazg
and
then for
respectively
KHa and
KFa, substitute
.sy
ECJz:
(50)
value 1.0.
It is recommended
consequence,
of helical gears be chosen so that KHa and KF= are no greater than E.. As a
25
IS 8830:2007
ISO 9083:2001
5.9.4
a)
Running-in
allowance,
ya
For St, V:
f~b
.Ya= x
UH Iim
b)
(51)
if v s 5 m/s, no restriction;
if 5 m/s < vs
~m, corresponding
to f~b<80 pm;
to f~ <40 pm.
O,oi%fpb
(52)
Calculation
6.1
Basic
6.?.1
to
f~b= 40 pm,
formulae
General
The calculation
of surface durability
point of single pair tooth contact. The higher of the two values obtained shall be used to determine capacity.
Contact stress, ~H, and the permissible contact stress, OH~!shall be calculated separately for wheel and Pinion; w
shall be < ~H~.
6.1.2
Determination
as follows:
(53)
with
~HO=.ZHZEZEZ~
(54)
where
~HQ is the nominal contact stress at the pitch point this is the stress induced in flawless (error free) gearing by
26
is the facewidth (for a double helical gear b = 2bB), and the value b of mating gears is the smaller of the
facewidths at the pitch circles of pinion and wheel, ignoring any intentional transverse chamfers or toothend rounding; neither unhardened portions of surface-hardened gear tooth flanks nor the transition zones,
shall be included;
z~
is the single pair tooth contact factor for the pinion (see 6.2).
IS 8830:2007
ISO 9083:2001
6.1.3
Determination
as
(55)
where
z~
is the single pair tooth contact factor for the wheel (see 6.2).
accuracy).
Determination
in this International
of permissible
contact
contact
by substituting
stress,
gear systems,
or split-
on design, tangential
speed
Ky KA for KA in equation
(53)
see clause 5.
is used.
DHG
paths, planetary
meshes (depending
(56)
.$Hmin
according
from equation
to this International
standard.
However, according
factors
mHIlm,
to ISO 6336-2,
for N~ = 5 x 107 load cycles (for St, V, Eh) or 2 x 106 load cycles [for If, NT (nitr.),
NV (nitr.), NV (nitrocar.)]. This number is likely to be exceeded in the life of a marine gear. If this is not the case,
refer to ISO 6336-2 for the limited life range. Nevertheless, vaiues of OHPref derived from equation (56) maY be
substituted
material,
conditions,
lubrication,
manufacturing
and experience;
otherwise
the
values for ~Hp are obtained for material quality MQ according to 1S0 6336-5:1996 using equation (57):
For St, V, Eh:
,0 0,0157
(1
10
0!92
CJHp
ref
NL
OHG
(57)
SH~in
(1
6.1.5
0,0098
100
OHfJ= o,gp~t-lpref
NL
_ OI+G
.$Hrnin
.$Hshall be calculated
separately
SH
according
(58)
to equation
with equation
27
IS 8830:2007
1s0
9083:2001
This is the calculated safety factor with regard to contact stress (Hertzian pressure). The corresponding factor
NOTE
relative to torque capacity is equal to the square of Sh{.
For W minimum
6.2
Single
pair tooth
contact
factors,
ZB, Z~
the factors ZB and ZD are used to transform the contact stress at the pitch point of spur
gears to the contact stress at the inner (lowest) limit of the single pair tooth contact of the pinion or the wheel.
See6.1.l.
a)
Internal gears
ZD is always to be taken as unity.
b)
Spur gears
Determine
Ml (quotient
of prelc at the pitch point pral ~ at the inner limit (lowest point) of single tooth pair
contact of the pinion) and A12 (quotient of prel c by prel D o? the wheel) from:
(59)
(60)
then ZB=M1;
if M1<l,
then ZB=l,C1.
d)
by linear interpolation
z5=M1
G~(Mll);
z~ = M 2
CD (M2
zB>
I);
(61)
ZD>l
using equations
28
IS 8830:2007
ISO 9083:2001
Zone factor,
6.3
the tangential
{
6.4
(62)
COS2at sinaWt
Elasticity
factor,
ZF
2 cos ~b cosaWt
~H.
of the material
properties
E (modulus of elasticity)
(63)
Contact
6.5.1
ratio factor,
of the transverse
gears.
Spur gears:
/lc.
d
r4-Ea
The consewative
b)
2=
General
The ccntact
a)
and v
ZH =189,8
6.5
W
for
ZH
(64)
chosen for spur gears having a contact ratio less than 2,0.
Helical gears:
If ,=1]<1, then
*(1
ZE=
.6P)+:
(65)
(66)
6.5.2
Transverse
contact ratio, a
~,1 = ,<,t[pb~
(67)
29
IS 8830:2007
ISO 9083:2001
&=*[JTwz=q-.
and transverse
(68)
base pitch:
pbt = mtrt
(69)
cosat
The positive sign is used for external gears, the negative sign for internal gears.
Equation (69) is only valid if the path of contact is effectively
not, for example, by undercut tooth profiles.
6.5.3
Overiap
ratio,
limited by the tip circle of the pinion and the wheel and
Eb
(70)
of facewidth.
6.6
The helix angle factor, 2P, takes account of the influence on surface stress of the helix angle.
(71)
6.7
Allowable
stress
numbers
(contact),
w lim
ISO 6336-5 provides information on commonly used gear materials, methods of heat treatment, and the influence
of gear quality on values for allowable StreSS .umbers, mHIlm, derived from test results of standard reference test
gears.
See, too, ISO 6336-5 for requirements concerning material and heat treatment
Material quality MQ shall be chosen for marine gears, unless otherwise agreed.
6.8
6.8.1
Influences
on lubrication
film formation,
for qualities
Z~, 7+ and ZR
General
As described
in ISO 6336-2, ZL accounts for the influence of nominal viscosity of the lubricant,
of tooth-flank
velocities,
Lubricant
of surface roughness
on the formation
of the lubricant
film in the
Standard.
for the softer material when the hardness of meshing gears is different.
factor, ZL
ZL can be calculated
using equations
(72) to (75):
(72)
a)
30
IS 8830:2007
ISO 9083:2001
cz~ = 0,83
b)
(73)
C)
(74)
CzL = 0,91
Alternatively,
ZL can be calculated
ZL = CzL+4(l,0-CzL)vt
where
~f = 1/(1 ,2 + 80/v50)2
using the viscosity parameters
from Table 5.
Table 5 Viscosity
parameters
VG 32 s
VG 46a
VG 68 a
VG 100
VG 150
VG 220
VG 320
Nominal viscosity
b,~o
mm2/s
32
46
68
100
150
220
320
%0
mm2/s
21
30
43
61
89
125
180
0,067
0,107
0,158
0,227
0,295
0,370
Viscosity parameter
0,040
~f
I
la
Only for high s.peedtransmissicm.
6.8.3
Speed factor,
Z,
Zv=cz
2(1,0 -CZV)
(77)
08+32
r
where
(78)
Zv = CZV+2 (I)oczv)vp
where the velocity parameter
(79)
v~ = 1/(0,8 + 32/V)0T5
31
IS 8830:2007
ISO 9083:2001
6.8.4
Roughness
factor,
Calculation
6.8.4.1
ZR
of ZR
(80)
where
ZR =
czR
[1
l,29a3
(81)
RZI + Rz2
Roughness
6.8.4.2
values
RZ1 +Rz2
(82)
R:=
2
RZ1,2k measured on several tooth flanks. The mean roughness RZI (Pinion flank) and the mean rou9hness Rz2
(wheel flank) shall be determined for their surface condition after manufacture, including any running-in treatment
planned as a manufacturing, commissioning
or in-service process, when safe to assume that this will take place. If
the stated roughness is an Ra value (= CLA value; = AA value), the following approximation may be used for the
conversion:
Ra=CLA=AA=~
(83)
(84)
RZIO=RZ
Pred=
10
~red
PI P2
(85)
P1+P2
where
(86)
p1,2=oSdb1,2tanat
(also applicable for internal gears, db then being negative sign)
6.8.4.3
a)
Material
If ~H Iim <850
dependent
index,
CZR
N/mm2, then
C~R =0,15
b)
(87)
32
IS 8830:2007
ISO 9083:2001
C)
6.9
Work
As described
(89)
hardening
factor,
factor, ~,
surface durability
due to
is applied, as follows.
then
.z~=l,2
If 130<
(90)
HB s 470, then
ZW=1,2.
If HB >470,
H;;;030
(91)
then
.zW=l, o
(92)
where HB is the Brinell hardness of the tooth flanks of the softer gear of the pair.
6.10
Size factor,
2X
is taken of statistical
evidence
indicating
occurs decrease with an increase of component size (larger number of weak points in structure), as a consequence
of the influence on subsurface defects of the smaller stress gradients that occur (theoretical stress analysis) and
the influence of size on material quality (effect on forging process, variations in structure, etc.). Important influence
parameters are:
a)
b)
heat treatment,
c)
d)
depth of hardening,
forging);
distribution
of hardening;
depth of hardened
For through-hardened
gears and for surface-hardened
gears with adequate
radius of relative curvature, the size factor, ~, is taken to be 1,0.
7
7.1
7.1.1
Calculation
Basic
formulae
General
As specified in ISO 6336-3, the maximum tensile stress at the tooth-root may not exceed the permissible
stress for the material. This is the basis for rating the bending strength of gear teeth.
bending
33
IS 8830:2007
ISO 9083:2001
bending
separately
fOr pinlOn
Determination
Standard.
as follows:
(93)
Ft
--YF
Fo = bmn
(94)
with
Ys Yp
In the case of gear trains with multiple transmission paths, planetary gear systems or split-path gear trains, the total
tangential load is not quite evenly distributed over the individual meshes (depending on design, tangential speed
and manufacturing accuracy). This shall be taken into consideration by substituting KYKA for
KA
in
equation
(93)
to
adjust the average tangential load per mesh as necessary (see clause 5).
When the facewidth b (for a double helical gear b = 2 bB) is larger than that of its mating gear, the bending strength
of its teeth shall be based on the smaller facewidth plus a length, not exceeding one module of any extension at
each end. However, if it is foreseen that, because of crowning or end relief, contact does not extend to the end of
face, then the smaller facewidth
b is the facewidth
at the root
Determination
of permissible
~Fp ~ef=aY~reITyRreITYX=
SF ~in
(95)
SF ~in
According to ISO 6336-3, the values of OF,im and ~F~ are validated for NL = 3 x 106 load cycles. This number k
likely to be exceeded
in the life of a marine gear. If this is not the case, refer to ISO 6336-3 for the limited life range.
Nevertheless, values of ~Hp ~efderived from equation (95) may be substituted for @p, giVen OPtlmUm conditions,
material, manufacturing and experience; otherwise the value for ~Fp is obtained by equation (96).
0,01
~FP 0,92~FP~~f
(1
l@
NL
7.1.4
_
_OFG
SF~in
(96)
strength, SF
using the following
equation:
SF-G
> sFmin
CTF
SF is calculated
appropriate,
separately
and OF obtained
(97)
in accordance
with equation
(95) or (96) as
(93).
More information on the safety factor and probability of failure can be found in ISO 6336-1:1996, 1.3.
34
IS 8830:2007
ISO 9083:2001
7.2.1
General
YF is the form factor by means of which the influence of tooth form on nominal bending stress is taken into account.
YF is relevant
to the
application
of
load
at the
outer
limit
of
single
pair
tooth
contact.
(method
B of
ISO 6336-3:1996).
Values of YF are determined for spur gears and the virtual spur gears of helical gears. Virtual spur gears have the
virtual number of teeth Zn. See 7.2.4 for the calculation
YF shall be determined
separately
equation
tihFe
-- --- Cos aF~n
YF = 2
(98)
!.En.
[) m
cos an
Fbn/(b/cos
/
\
a
pb)
Fb,/b
Base circle.
Figure 3 Determination
The equations
restrictions:
of dimensions
of tooth-root
a)
b)
c)
undercut,
fillet;
35
IS 8830:2007
!s0
9083:2001
a)
With undercut
b)
Figure 4 Dimensions
7.2.2
Parameters
required
Without undercut
profile)
of YF
E=~mn-hfpt
anan
pr
+
cos an
(l-sinan
) *
Cos an
(99)
where
.ror= ,pr
(see
Figure 4);
(100)
(101)
Next, use C; and H together with 6?= n/6 as a seed value (on the right hand side) in equation
(1 02).
(102)
36
change
r3 and again
in successive
values
apply
equation
of 0. Generally,
(102). Continue
the function
using equation
converges
is no
of
IS 8830:2007
ISO 9083:2001
Tooth-root normal chord, SFn:
(103)
PF ~fP+
.
m
m
(104)
cos@(.zncos28-2G)
en.
[)
arccos *
den
(105)
0,5n+2xxxtanan
Y*=
+invan
-invaen
(106)
Zn
- invan -
0,5z
+ 2 x x x tanan
(107)
~n
}fFe
= 0,5
(cosye-
mn
7.2.3
den
sinyetana~en)
Internal
:ncos
mn
;0
(1
PfP
-~+
cOse
mn
(108)
gears
It is assumed that the value of the form factor of a special rack can be substituted as an approximate value of the
form factor of an internal gear. The profile of such a rack should be a version of the basic rack profile, modified in
such as way that it would generate the normal profile, including tip and root circles, of an exact counterpart gear of
the internal gear. The load direction angle is ~ (see Figure 5).
~~
P fP2
\
\
_-
\
\
Fbn/(b/cos
/lb)
Fb+/b
e
Cl
7
.
Figure 5 Parameters
for determination
37
IS 8830:2007
ISO 9083:2001
The values to be used in equation
Tooth-root
as follows:
@=2
mn
[4
P2-PP2
%
tanczn + 2-s
mncosan
-mcos~
mn
(109)
where
PfP2
[(
_ ~+
4
@_
~.n2-~fn2
2 mn
m n
~anan
tanan
)1
fp2
l_sirr~
mn ()
(110)
where
PP2
den2
dfnz
is derived in the same way as dan [equation (121), note that dfn2 - df2 = dn2 -41.
Obtain hfp2 from equation (111), refer to equation (113) and related information for pm.
dnzdfnz
hpz=~
(111)
~F2=~fp2=
c
l_slnan
f2hNf2
=
lsins
dNf2~
(112)
2(1 sinan )
(dNf2 represents the diameter of a circle near the tooth-root, containing lhe limits of the usable flanks of an internal
gear).
If sufficient data are not available,
the following
approximation
maybe
used:
(113)
Parameters
gear
(114)
(115)
38
IS 8830:2007
ISO 9083:2001
Approximation:
(116)
(117)
~n=+= mnzn
COS
(118)
flb
pbn=nmncosan
(119)
dbn=dncosan
(1 20)
dan=dn+
(121)
da-d
(122)
The value of z is positive for external gears and negative for internal gears (see clause 3, footnote 2).
7.3
Stress
correction
factor, 1s
The stress correction factor, Ys, is used to convert the nominal bending stress to local tooth root stress. Ys shall be
determined separately for pinion and wheel. YS is valid in the range 1 s q~ <8.
(123)
where
.YFn
L=
hFe
(124)
*
~ls= ,PF
(125)
with
s~n from equation (103) for external gears, equation (109) ior internal gears;
/iFe from equation (108) for external gears, equation
PF
rem equation (1 ~4) for external gears! equation (113) or nternal gears.
39
IS 8830:2007
ISO 9083:2001
7.4
The tooth-root stress of a virtual spur gear, calculated as a preliminary value, is converted by means of the helix
factor, YO, to that of the corresponding
helical gear. By this means, the oblique orientation of the lines of mesh
contact is taken into account (lesser tooth-root
If 6B >1 and Ps
stress).
30, then
(126)
(127)
Yp=o,75
(128)
YP=10,256P
7.5
Tooth-root
(129)
reference
strength,
information
processes
a~~
on values of OF,im and rs~~ for the more popular gear materials. The requirements
and material quality for quality grades ML, MQ and ME are also included.
7.6
Y5 ,el ~ approximately
ISO 6336-3:1996
indicates
faCtOr,
Ya ~elT
the overstress
agreed.
tolerance
of the material
1 +Jpx
1 +-r px;
where
40
Method
B of
(130)
J relT =
9)
region.
Standard.
x+
1,2;
equation:gj
Applies for module m = 5 mm. The influenceof size is covered by the factor kx(see 7.8)
IS 8830:2007
ISO 9083:2001
x*=o,2(l+2q~)
(131)
where
q~
thickness
Material a
NT (nitr.), NV (nitr.), NV (nitrocar.)
#
d
mm
0,1005
v
yield point O,= 500 N/mmz
0,0281
0,0194
0,0064
0,0014
Eh, If
a
7.7
0,0030
The surface factor, YR relT, accounts for the influence on tooth-root stress of the surface condition in the tooth-roots.
Primarily, this is dependent on surface roughness in the tooth-root fillets.
The influence of surface condition on tooth-root bending strength does not depend solely on the surface roughness
in the tooth-root fillets, but also on the size and shape (the problem of notches within a notch). This subject has not
been sufficiently well studied to date for it to be taken into account in this International Standard. The method
applied here is only valid when scratches or similar defects deeper than 2 x Rz are not present.
NOTE
Besides surface texture, other known influences on tooth bending strength include residual compressive stresses
(shot peening), grain boundary oxidation and chemical effects. When fillets are shot peened, perfectly shaped, or
both, a value slightly greater than that obtained from the graph should be substituted for YR~elT. When grain
boundary oxidation or chemical effects are present, a smaller value than that indicated by the graph should be
substituted for YR~eiT.
a)
YYRr~lT 1,12
b)
c)
YYRre[T = 1,674-0,529
(Rz +
1)0
(133)
41
IS 8830:2007
ISO 9083:2001
d)
YR reiT = 4,299-3,259
7.8
when Rz >1
pm
(134)
(Rz + 1)0005
Size factor, Yx
the probable
Yx is calculated
distribution
dimensions,
Eh, IF,
Normai module
%
Size factor
Yx
mn<5
Yx=l,o
5<mn<30
Yx = 1,03-0,006
30< m.
yx = 0,85
mn<5
Y)(=l,o
NT (nitr.)
5emn <25
NV (nitr.)
25 G mn
NV (nitrocar.)
a
42
mn
Yx = 1,05 0,01 mn
Yx= 0,8
IS 8830:2007
ISO 9083:2001
Annex A
(normative)
and
Cy
A.1 General
A tooth stiffness parameter represents the requisite load over 1 mm facewidth, directed along the line of action lo) to
produce in line with the load, the deformation amounting to 1 pm, of one or more paire of deviation-free teeth in
contact.
Single stiffness,
c, is the maximum
stiffness of a single-tooth
equal to
the maximum stiffness of a tooth pair in single pair contact 11). Single stiffness c for helical gears is the maximum
stiffness normal to the helix of one tooth pair.
Mesh stiffness, CY,is the mean value of stiffness of all the teeth in a mesh.
Method B from ISO 6336-1:1996,
Standard, is applicable
A.2.1 Calculation of c
For specific loading, Ft KA / b >100 N/mm2:
(Al)
where
9=CI+
+ =
+ (c~x, ) + !%?44
z~l
Zn2
+ (C6X2)
(C7X2)2
+
Zn2
+ (C8X:)
+ (c9x:)
(A.3)
10) The tooth deflection can be determined approximately using Ft (Fm FtH ...) instead of Fbt. Conversion from Ft to Fbt (load
tangent to the base cylinder) is covered by the relevant factors, or the modificationsresulting from this conversion can be
ignored when compared with other uncertainties(e.g. tolerances on the measured values).
11) c at the outer limit of single pair tooth contact, can be assumed to approximatethe maximum value of single stiffnesswhen
6a > 1,2.
43
IS 8830:2007
ISO 9083:2001
c,
C*
0,04723
A.2.3
c~
0,15551
Gear
blank
0,25791
factor,
c~
-0,00635
for equation
c~
-0,11654
(A.3)
c~
-0,00193
CJ
-0,24188
ca
0,00529
Cg
0,00182
CR
CR= 1 for gears made from solid disc blanks. For other gears:
h (b~/b )
CR=l+
Boundary
(A.4)
cjc$R/(5mn)
conditions:
l+o,s(l,z-~)
CB=
[
A.2.5
Additional
(A.5)
[1-o,02(20-apn)]
information
a)
II)
N/mm
0,25
FtKA
c= 0,8 C~hCRCB cos @
100b
[1
c)
A.2.6
Mesh
stiffness,
gear
-
pairs,
(A.6)
for
other
materials
and
material
combinations,
refer
to
Cy
For spur gears with ea >1,2 and helical gears with ~s 30, the mesh stiffness:
c~ = c (0,75
with c according
44
(A.7)
ca + 0,25)
to equation
(Al).
IS 8830:2007
ISO 9083:2001
1,05
0,95
0,9
0,85
0,8
0,75
10
0,7
1
Y/
I
II
A
/1
0,65
Wu4
0
II
w=
0,6
0,55
0,2
0,3
0,4
0,5
0,6
(),7
0,8
0,9
1,1
1,2
b.,Ib
Figure A.1 Wheel blank factor, CR; mean values for mating gears of similar or stiffer wheel blank design
45
IS 883[1 :2007
1s0 9083:2001
Annex
(normative)
in this International
assessments.
It is recommended
of less common
transmission
as unreliable,
that if possible
they be re-
designs.
to 6.1.1
Refer
of
$.1.3
E1.1.3.1
General
.
b)
c)
d)
planetary
e)
idler gears.
B.1 .3.2
at mid-tooth
coaxial gears;
gears:
equal to diameter
at mid-tooth
depth, dml
The high torsional stiffness of the pinion shaft is to a great extent compensated
by the shaft mass. Thus the
resonance speed can be calculated in the normal way, using the mass of the pinion (toothed portion) and the
normal mesh stiffness CT
B.1.3.3
coaxial gears
46
IS 8830:2007
ISO 9083:2001
B.1 .3.4
As the mass of the wheel is normally much greater than the masses of the pinions, each mesh can be considered
separately, i.e:
as a pair comprising
B.1 .3.5
Planetary gears
Because of the many transmission paths that include varieties of stiffness other than mesh stiffness, the vibratory
behaviour of planetary gears is very complex. The calculation of dynamic load factors using simple formulae, such
as method B, is generally quite inaccurate. Nevertheless,
method B, modified as follows, can be used for a first
estimate of KV This estimate should, if possible, be verified be means of a subsequent detailed theoretical or
experimental
a)
Sun gearlplanet
experience.
comments
to this annex.
gear
of the resonance
(B.1)
where
J Plaand ./sun
of inertia
of one planet
per millimetre
(kg. mm2/mm).
b SU!l
= 0,!5
db sun;
b pla
= 0,5 db pla;
from equation (B.1 ), shall be used in the equation for calculating N (see 5.6.2.2)
where a mesh stiffness approximately equal to a single planetary gear shall be used for the mesh stiffness Cy
and the number of teeth on the sun gear shall be used for:1.
Concerning
planetay
Planet gearlannulus
is
load applied to the sun gear, divided by the number of planet gears.
In this case, the mass of the annulus gear can be assumed to be infinite. Thus, the relative mass becomes
equal to the referred mass of the planet gear. This can be determined as follows:
J jla
nt ~s.d= ~
%pla
(B.2)
47
IS 8830:2007
ISO 9083:2001
c)
B.1 .3.6
Idler gears
Approximate
from the following when the driving and driven gears are roughly of the same
size, the idler gear also about the same size or a little larger:
reduced mass
(B.3)
mesh stiffness
Cy
= 0,5
()
CYI,Z
(B.4)
+cY2,3
where
J ~, J ~, J ~ are the moments of inertia per unit facewidth of the pinion, the idler and the wheel respectively
in kilogram square millimetres per millimetre (kg. mmz/mm);
C.(l,2
C72,3
is the mesh stiffness of the driver and idler gear pair (see annex A for the determination
More accurate analysis is recommenced
gear combination,
gear combination,
in accordance
is
and
in equation
here,
The face load factor takes into account the effects of the non-uniform
the surface stress (KHP) and tooth-root stress (KFB).
48
gear
speed.
8.2
of c.,).
c 1,5.
distribution
on
IS 8830:2007
ISO 9083:2001
According
mesh misalignment
running-in
factor Xp in accordance
with 5.7.2.3,
with annex A.
Any unequal division of the total tangential load between the planet gears is covered by factor Ky (see clause 5).
Thus, for these gears, Fm = (Ft KA KYK.), and with Ft being the nominal tangential load transmitted Per mesh, also
the sum of the loads over both helices of double helical gears.
a)
KHp=l+
4000
3X
Cy
p~Py
(-)
b
~z
5,12 +
with equation
helix modification,
K~c Yfma
(B.5)
2Fm, b
(P), mounted
(torsional deflection
only compensated):
mounted
with bearings
in the
(B.6)
KHB in accordance
with equation
helix modification,
(36) of 5.7.2.4.2,
annulus
gear (H)/planet
deflection
fully compensated):
mounted
with bearings
in
(B.7)
12) Restoring forces in toothed couplings are ignored. Restoring forces which lead to uneven distributionof load over the
facewidth can occur when transmissionelements are rigidand frictioncharacteristicsof flexible couplingsare unsatisfactory.
49
1S 8830:2007
1s0 9083:2001
(bending deflection
Gear pair with or without helix modification, annulus gear (H)/planet (P) mounted on a fixed, rigid planet
pin:
KH~ in accordance with equation (36) of 5.7.2.4.2,
b)
only compensated):
and KI+P>1,05.
4 and 5)
(B.8)
helix modification,
see 5.7.2.4,
mounted
with bearings
in a
~eyfma
(B.9)
Fm ~b B
---
(bending
and torsional
deflection
fully compensated,
mounted
with bearings
in a
(B.10)
---
---
(37) of 5.7.2.4.2,
50
with equation
(bending deflection
only compensated):
and KHD>1,05.
and KHP>1,05.
IS 8830:2007
ISO 9083:2001
Annex C
(informative)
C.1 Establishment
of application
factors
Application factors can best be established from a thorough analysis of service experience with a particular
application (see lSO/TR 10495). For marine gears, the rules of the classification authorities shall be obsetved, as
these are founded on extensive service experience. For the main propulsion geara of sea-going ships, a thorough
gears from external sources. If it is not possible to determine the equivalent tangential load (see clause 5.3) by
comprehensive
system analysis or from measured values using a suitable cumulative damage criterion; the
empirical guidance values in C.2 can be used.
For marine gears, which are subjected to cyclic peak torques (torsional vibrations) and designed for infinite life, the
application factor can be defined as the ratio between the peak cyclic torque and the nominal rated torque. The
nominal rated torque is defined by the rated power and speed; it is the torque used in the load capacity
calculations.
If the gear is subjected to a limited number of ~known loads in excess of the amount of the peak cyclic torques, this
influence may be covered directly by means of a cumulative fatigue criterion, as mentioned above, or by means of
an increased application factor representing the influence of the load spectrum.
It is recommended that the purchaser and manufacturer or designer agree on the value of the application factor in
agreement with the applicable classification authority.
C.2 Approximate
factors
KA used m the preparation of preliminary designs can be chosen from the following values:
of auxiliary machinery sIJch as those listed in table Cl, the following values may be used:
KA = 1,5;
KA = 1,1
Electricitygenerators
Side thrusters
Azimuth thrusters
Dynamic positioningthrusters
Platformjacking equipment
Any other equipment which is essential to the safety of a ship or other similar marine unit
51
B
IS 8830:2007
ISO 9083:2001
Annex D
(informative)
Guide values for crowning and end relief of teeth of cylindrical gears
K1.1 General
Well designed crowning and end relief have a beneficial influence on the distribution of load over the facewidth of a
gear (see 5.7). Design details should be based on a careful estimate of the deformations
and manufacturing
deviations of the gearing of interest. If deformations are considerable, helix angle modification might be superposed
over crowning or end relief, but well designed helix modification is preferable.
CP
10pm
s Cp g 40 pm plus a manufacturing
tolerance
bCa@ would have been greater than 1 had the geara not been crowned:
as:
(D.1)
+ ~Hb)
for deformation
at mid-facewidth,
purposes
be neglected,
the following
or when the
c~ = O,~@
Subject to the restriction 10pm s Cp < 25pm plus a manufacturing tolerance of about 5pm, 60% to 70
above values are adequate for extremely accurate and reliable high speed gears.
52
to
~0
of the
IS 8830:2007
ISO 9083:2001
misalignment
tolerance of 5 pm to 10 pm.
tolerance
of 5 Pm to 1() Pm.
CI(II) = 0,5(&h
(D.4)
+ l~5tH~)
or when the
helices have been modified to compensate deformation, proceed in accordance with equation (D.2).
For very accurate
and reliable
velocities,
60
Y.
to 70
?.
is
appropriate.
b) Width of end relief
For approximately constant load and higher tangential velocities: bl(ll) is the smaller of the values (0,1 b) or
(1,0 m)
The following
is appropriate
(D.5)
D.3.2 Method C2
This method is based on the deflection of gear pairs, assuming uniform distribution of load over the facewidth:
(D.6)
53
IS 8830:2007
ISO 9083:2001
velocities,
the following
are appropriate:
(D.7)
(D.8)
to 4, ~bth
54
(D.9)
(D.1O)
IS 8830:2007
ISO 9083:2001
Annex E
(informative)
for determining
and
The main influence factors cm the tooth contact without load are given in Table El
Table E.1 Main influence factors on the tooth contact without load
Lead deviation
of the
steps
have
value
influence factors with influence on the tooth contact are given in Table E.2.
55
IS 8830:2007
ISO 9083:2001
Housing deviations
Shaft deviations
Tooth deformation
Housing stiffness
Shaft deflection
Hertzian deformation
Housing temperature
Shaft distortion
Bearing tolerances
Bearing stiffness
Procedure
It is usual for both contact and load tests that at least three sets of teeth (for the whole plane of contact) are
considered. Either the wheel or the pinion is painted with a suitable contrast colour. After several revolutions
without load or at the actual load stage the transmission of colour to the mating gear (without or with moderate
load), or the abrasion of the colour (high load), is used to evaluate the contact pattern.
E.2.5
Paints
E.2.5.1
Contact test
Suitable paints
Lukas Tuschierfarbe
Diamant Tuschierfarbe
Schleifmittelwerk Kahi
Eosoi Tuschierpaste
Emil Otto/Fabrik
Kruel Tuschierfarbe
Fa. C. Kreul
Norma Olfarbe
NOTE
The above are examples of productsavailable commercially. This informationis given for the
convenience of users of this International Standard and does not constitute an endorsement of ISO of
these products.
E.2.5.2
Load test
The contrast colour for load tests shall meet the following requirements:
resistance;
oil resistant;
high adhesion.
56
IS 8830:2007
ISO 9083:2001
Manufacturer
Suitable paints
! Eosol Anrei13farbe
! Emil OtioEabrik
Pelikan AnreiBfarbe
Pelikanwerke
Regensburger
Regensburger
Getriebeprtiflack
Lackfabrik
s
I Copper sulphate
NOTE
The above are examples of products available commercially. This information is given for the
convenience of users of this lntemational Standard and does not constitute an endorsement of ISO of
these products.
conticttest
andloadtest
Facecontactwidth
E.3.1
bp
Sc
-
x 100
A, Bor
Cof
(El)
korr
where
is the face contact width in percent;
bP
.Sc
.fk~~~
E.3.2
(pm);
(~m).
E.4
Examination
of contact pattern
Examination of the contact pattern is subjective and should therefore always be carried out together with the use of
complete investigation
records. For both the contact test and load test, the optimum contact pattern can be
adp-sted during the test by means of eccentric bearing rings or by adding shims at the supports to distort the
housing.
57
IS 8830:2007
ISO 9083:2001
Bibliography
[1]
ISO 4287:1997,
Geometrical
Product
Specifications
(GPS) surface
ISO 4288:1996,
Geometrical
Product Specifications
ISO 9084.2000, Calculation of load capacity of spur and helical gears Application to high speed gears
and gears of similar requirements.
[4]
ISO 9085: Is), Calculation of load capacity of spur and helical gears Application for industrial gears.
13) To be published.
58
(Continued
The technical committee responsible for the preparation of this standard has reviewed the provisions
of following International Standards referred in this adopted standard and has decided that they are
acceptable for use in conjunction with this standard:
International
Standard
Title
ISO 6336-5:1996
Bureau
of Indian
BIS is a statutory
harmonious
Standards
institution
development
established
of the activities
to connected
of standardization,
marking
and quality
certification
of
Copyright
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Enquiries
of Indian
Amendments
also reviewed
may be reproduced
in any
in writing of BIS. This does not preclude the free use, in the course
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relating to copyright
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such as symbols
be addressed
and sizes,
to the Director
type or grade
(Publications),
BIS.
Standards
a standard
that no changes are needed; if the review indicates that changes are needed, it is taken up for revision.
Users of Indian Standards
should ascertain
Amendments
Amend
Date of Issue
No.
or
Monthly Additions.
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