Machine Kinematics
solved, then drawn
Concept

Mesh — where it appears

A pair of gears in rolling contact, whose relative rotation is in inverse proportion to their tooth counts. It is the elementary relation a whole gear train is assembled from, and the reason a train's overall proportion depends on tooth counts and on nothing about the wheels' sizes.

Named by 12 essays across 4 fields — each of them below, with the objects they name alongside it.

The involute, unwound. Hold a string taut against a circle and unwind it: the end traces this curve. Two properties follow immediately and between them they are the whole of gear geometry. The string is always tangent to the base circle, and it is always perpendicular to the curve. So the normal to an involute at any point is a tangent to its base circle — measured on the generated points here, to 2.3e-5 — and when two involutes touch, the common normal is a line tangent to both base circles, which does not move as the gears turn.

Why a tooth is an involute

A gear tooth is not a shape anybody chose for its looks. It is what one requirement forces — that the ratio of the two shafts' speeds stays exactly constant while the contact point slides along the flank. Impose that and the curve is essentially determined.

gears · Tooth A simple planetary, as a graph. Members are vertices and meshes are edges. Each edge carries the two tooth counts and the body the two axes are stationary in — its carrier — and that third label is the whole of what makes an epicyclic different from an ordinary train. Write the mesh relation relative to the carrier and one formula covers both: an ordinary train is the case where every carrier is the frame. This train has 2 meshes across 5 members and 2 freedoms.

A ratio is a null space

Write a gear train as a graph — bodies for vertices, meshes for edges, and on every edge the body the two axes are stationary in — and one formula covers a countershaft gearbox, a planetary, a harmonic drive and a car's differential. The ratio is the null space of a matrix whose entries are tooth counts, so it comes out as a fraction and not as a number that is nearly one.

transmission · Transmission 20 teeth driving 32. Both flanks generated from the involute, not approximated, at a pressure angle of 20°. The orange line is the line of action — tangent to both base circles, and the only place contact happens. Its length between the two tip circles divided by the base pitch is the contact ratio, 1.612 here, which means that for 61% of the cycle two tooth pairs are carrying the load and for the rest just one. The velocity ratio is 0.6250, and it is constant because the common normal never moves. The dashed extension runs between the two base tangency points, which are 8.89 mm apart; the heavy part is where contact actually happens.

What happens in a mesh

Contact between two gear teeth happens only along one straight line, and only over part of it. How much of that line lies between the two tip circles, divided by the base pitch, is the contact ratio — and if it drops below one the drive periodically stops being driven.

gears · Tooth Undercutting, either side of 17.10 teeth. Five gears, drawn whole and scaled to a common pitch circle so the tooth counts can be compared by counting them. The dedendum sits a fixed 1.25 modules below the pitch circle and the base circle sits at r·cos α, so as the tooth count falls the base circle rises relative to the root. Below N = 2/sin²α = 17.097 it rises above it, and the part of the flank between them lies where no involute exists — the cutter removes it. The familiar rule says seventeen; the exact figure is 17.10, so seventeen undercuts slightly and eighteen is the smallest count that does not. The teeth are not to a common scale, because at a common module the small gears would be unreadable.

Undercutting, and the seventeen-tooth rule

Below a certain tooth count a standard cutter eats into the flank it is supposed to be forming. The count is quoted as seventeen. The formula gives 17.097, which means seventeen undercuts slightly and eighteen is the smallest that does not — the rounding went the convenient way.

gears · Tooth Sun 24, ring 72, planet 24. An epicyclic train has three shafts and one equation relating them, so fixing any one gives a different ratio from the same gears. With the ring held, a sun input turns the carrier at 1 + 72/24 = 4.000 to one. Willis's equation and the tabular superposition method are independent derivations and both are computed here; the site requires them to agree, because planetary ratios are the most commonly mis-stated numbers in mechanism work and the sign errors are notorious.

Epicyclic ratios, two ways

An epicyclic train has three shafts and one equation relating them, so fixing any one gives a different ratio from the same gears. The sign errors are notorious, so every ratio here is computed by Willis's equation and by the tabular method, and the two are required to agree.

gears · Tooth Backlash is what the centre distance buys. A 20-and-40-tooth pair, module 1, run at centre distances either side of the one at which the two teeth exactly fill the circular pitch. Backlash is measured from the drawn tooth thicknesses — no involute equation appears in the calculation — and plotted against the textbook linearisation j = 2 Δa tan α_w. Left of zero the teeth interfere and the pair cannot be assembled at all. So backlash is not slop and it is not wear: it is a quantity a designer buys with a centre distance, and buying none of it means specifying a centre distance that has to be exact at every temperature.

Backlash is an allowance

A gear pair with no backlash cannot be run, and a pair with the wrong amount cannot be assembled. It is bought with a centre distance — 0.03 too far apart on a 30 mm centre buys 0.022 of it, which is a quarter of a degree at the pinion — and the textbook formula that says so is right about the slope and drifts 4.5% at a centre-distance error nobody would accept anyway.

gears · Tooth Six gearsets, three conditions. Every one of these can be drawn, and five of the six are drawn in some textbook or other. The columns are the three conditions a planetary has to satisfy: that a whole planet fits between the sun and the ring, that the sun and ring teeth add to a multiple of the planet count, and that the planets clear each other. The last column is how far out of mesh the worst planet station is, in teeth — a quantity that is zero or is not, and that no drawing shows, because a drawing of a planetary at this scale draws circles.

The gearset that could not be assembled

A planetary drawing shows a sun, a ring and three or four planets between them, and if the circles are the right sizes at the right stations it looks right. The condition that decides whether the second planet can actually be dropped in is arithmetic — the sun and ring teeth must add to a multiple of the planet count — and it appears in no drawing, at no scale, in any style.

wrong · Misconception Which teeth one tooth ever meets: 20 on 40. Follow one tooth of the pinion round and mark every wheel tooth it touches. It does not touch them all. It touches 2 of 40, which is z₂ divided by the greatest common divisor of the two counts — 20 here — and it goes on touching the same ones for as long as the gears are in mesh. The pattern repeats after 2 turns of the pinion. Adding one tooth to the pinion makes the counts coprime and takes the count from 2 to 40. The marks are produced by walking the mesh, and the count they give is compared with the gcd rather than derived from it.

Which tooth meets which

A tooth on a pinion does not meet every tooth on its wheel. It meets z₂ divided by the greatest common divisor of the two counts, and it meets the same ones for the whole life of the drive. On the default planetary used throughout — sun 24, planets 24 — a planet tooth touches exactly one sun tooth and never touches another, and nothing in the drawing says so.

gears · Tooth 53/11, instant by instant. The ratio a 53-tooth sprocket and a 11-tooth sprocket actually deliver, against the driver's rotation. The quoted 4.818 is the flat line, and it is exactly right as an average — the mean over a turn comes out at 4.8182, which the computation is never told. Within every tooth the ratio swings from 4.756 to 4.948, a fluctuation of 3.99%. The sharp corners are pins seating: the identity of the pin the strand runs from changes 53 times a turn on one sprocket and 11 times on the other, and the two do not coincide.

The chain is a polygon

A chain's pins sit on a polygon, so the radius that matters swings by 1 − cos(π/n) within every tooth: four per cent on an eleven-tooth sprocket. The quoted 53/11 is the mean of that, exactly — and how much of the fluctuation reaches the back wheel is decided by the fractional number of pitches in the taut strand, which nobody adjusts and which can take the drive from perfectly uniform to two per cent.

applied · Tooth The string is the radius. An involute is generated by unwinding a taut string from the base circle, and the taut string is the flank's normal — so the point where it leaves the base circle is the centre of curvature and the string's length is the radius. At a flank radius r that length is √(r² − r_b²), and the dashed curve is that expression. The dots are the curvature of the polyline this site actually draws, measured by circumcircle through consecutive points, over 324 of them. Worst relative disagreement 1.9e-6. At the base circle the radius of curvature is zero, which is why a flank cut below it is not an involute and why undercutting removes exactly that part.

Two flanks, one law

At a gear mesh the two tooth flanks are conjugate profiles, the pitch point is the pole of their relative motion, and their radii of curvature are tied to each other rather than free. Each flank's radius varies fourfold across the mesh and the sum of the two does not vary at all.

gears · Tooth A reduction made out of a difference. A compound epicyclic's reduction is 1/(1 − z₁z₄/z₂z₃) — a ratio of two integers, so it is exactly what a catalogue says, at every position, forever. It is the only number in this field that survives being measured, and the reason is that it is a count. What it is not is insensitive: each row's denominator is a difference of two nearly equal products, and the last two rows differ by one tooth on one ring.

A ratio that is a count

A compound epicyclic's reduction is a ratio of two integers, because it is a ratio of tooth counts — 2176/106 for the drive here, exact at every position and on every unit ever made. It is the only quoted number in this field that survives being measured, and it is fragile in a way exactness does not protect against: one tooth on one ring moves it by forty per cent.

applied · Tooth The field of action, straight and slanted. The rectangle a contact lives in: its width is the usable line of action, its height is the face width, and a new contact line enters every base pitch. On the left the teeth are straight, so the lines are vertical and each one arrives and leaves all at once — the total length in contact jumps by a whole face width, 40 mm, every base pitch. On the right the same pair with a 20° helix: the lines lean by the base helix angle, so a tooth enters at one end of the face before it has left at the other, and the total changes by 3.44 mm instead of 40. Nothing about the profile is different between the two panels.

Contact that runs along the tooth

A straight tooth engages along its whole face at once, so the amount of contact at a mesh is a square wave. Slant the tooth and a second contact ratio appears that has no tooth count in it and no pressure angle — bought with face width and helix angle alone, and able to reach a value at which the total length of contact stops varying at all.

gears · Tooth

Named alongside it

The objects these essays reach for when they reach for this one.

InvoluteRatioPressure angleBase circleEpicyclicPitchUndercuttingVelocity ratioCentre distanceContact ratioDesign ruleLine of action

All concepts