The optimal design of standard gearsets

A design procedure for sizing standard involute spur gearsets is presented. The procedure is applied to find the optimal design for two examples - an external gear mesh with a ratio of 5:1 and an internal gear mesh with a ratio of 5:1. In the procedure, the gear mesh is designed to minimize the center distance for a given gear ratio, pressure angle, pinion torque, and allowable tooth strengths. From the methodology presented, a design space may be formulated for either external gear contact or for internal contact. The design space includes kinematics considerations of involute interference, tip fouling, and contact ratio. Also included are design constraints based on bending fatigue in the pinion fillet and Hertzian contact pressure in the full load region and at the gear tip where scoring is possible. This design space is two dimensional, giving the gear mesh center distance as a function of diametral pitch and the number of pinion teeth. The constraint equations were identified for kinematic interference, fillet bending fatigue, pitting fatigue, and scoring pressure, which define the optimal design space for a given gear design. The locus of equal size optimum designs was identified as the straight line through the origin which has the least slope in the design region