Fundamentals of Gear Design and Application

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Detailed Overview/Outline

The intent of this seminar is to give the attendee a solid and fundamental understanding of gear geometry, types and arrangements, and design principles. Starting with the basic definitions of gears, conjugate motion, and the "Laws of Gearing", the attendee will be given the tools needed to understand the inter-relation and coordinated motion operating within gear pairs and multi-gear trains. The attendee will be exposed to the basic gear system design process and gear measurement and inspection techniques. They will develop a fundamental understanding of the step-wise process of working through the iterative design process required to generate a gear pair. We will also briefly discuss the steps and issues involved in design refinement and some manufacturing considerations. In addition, an explanation of basic gear measurement techniques, how measurement equipment and test machines implement these techniques, and how to interpret the results from these basic measurements will be covered.

Benefits of Attending
By completing this seminar you will:

• Understand the "Law of Gearing", conjugate action and involute profiles
• Gain familiarity with the various definitions and terms used in gearing
• Understand the function and operation of all gear arrangements
• Appreciate preliminary design considerations and the gear system design process
• Learn gear measurement and inspection techniques, tools and equipment
• Be exposed to common Best Practices in regards to gear system design
• Become aware of some of the new and automated gear design systems

Who Should Attend
The intended audience for this seminar is powertrain engineers, engineering directors and managers, component suppliers, vehicle platform powertrain development specialists, and those involved in the design and application of geared systems and assemblies. This seminar will appeal to anyone who is interested in gears, gear systems, design development or measurement and inspection techniques.

More specifically, anyone responsible for the following will benefit:

• Mechanical power transmission system design, development, durability assessment and application
• Application and development of geared systems technologies
• Management of transmission designers and manufacturers
• Supply of components and sub-systems to mechanical power transmission system manufacturers

Prerequisites
Participants should have an undergraduate engineering degree.

Seminar Content
DAY ONE

• Principles of Gears
• Purpose of gears
• Basic concepts -- Law of gearing; common tooth forms
• Classification of gears
• Definitions and terms used in gearing
• Velocity ratio
• Pitch surfaces
• Gear Tooth Action
• Conjugacy
• Profile curves
• Surface of action
• Profile sliding
• Gear Geometry and Nomenclature
• Principle of planes
• Tooth nomenclature
• Blank nomenclature
• Gear Arrangements
• Simple gear train
• Compound gear train -- ratios
• Epicyclic -- configurations (solar, planetary, star); ratios; tooth number selection and build requirements; application
• Preliminary Design Considerations
• Gear type selection
• Preliminary estimate of size
• Stress formulations
• Gear Drawing Data

DAY TWO

• Gear System Design Process
• Calculation of gear tooth data
• Gear rating practice
• Gear Design Process
• Layout
• Root geometry
• Backlash
• Gear Measurement and Inspection
• Dimension over pins
• Pin diameter
• Modify pin diameter and dimension over pins
• Pin contact point
• Charts - involute; lead; red liner
• Dimension sheet
• Gear Design Systems and Best Practices
• Common proportions
• Interchangeability
• Tooling considerations
• Mounting considerations
• Best practices
• Application

1.3 CEU

Sponsor Background:
About SAE

What do cars, aircraft, trucks, off-highway equipment, engines, materials, manufacturing, and fuels have in common? SAE. The Society of Automotive Engineers is your one-stop resource for technical information and expertise used in designing, building, maintaining, and operating self-propelled vehicles for use on land or sea, in air or space.

Who we are & what we do

Nearly 80,000 engineers, business executives, educators, and students from more than 97 countries form our network of members who share information and exchange ideas for advancing the engineering of mobility systems. More than 16,000 volunteer leaders serve on our Board of Directors and our many other boards, councils and committees. Our technical committees write more new aerospace and automotive engineering standards than any other standards-writing organization in the world. We publish thousands of technical papers and books each year, and leading-edge periodicals and Internet and CD-ROM products too. Our Cooperative Research Program helps facilitate projects that benefit the mobility industry as a whole. Numerous meetings and expositions provide worldwide opportunities to network and share information. We also offer a full complement of professional development activities such as seminars, workshops, and continuing education programs. The meetings and activities of local sections provide an opportunity to network with colleagues near you.

Services for the public and the profession

Every day, we demonstrate our commitment to society through local, national, and international public awareness programs that promote vehicle safety and maintenance and energy resource conservation. Through the SAE Foundation, we are also deeply involved in the engineering-related education of children, teachers , college students, and faculty. Industry and faculty awards provide recognition to outstanding contributors in the profession.

Since its founding in 1905, SAE's dedicated people, strong technical base, and vision have helped serve the professional needs of engineers and the transportation needs of humanity. We are clearly poised to continue that role into the 21st century.

Instructor(s):
W. Mark McVea

Instructor Background:
Dr. William Mark McVea is founder and Chief Technical Officer of KBE+, Inc. KBE+ designs and develops complete powertrains for automotive and off-highway vehicles. They also develop and deliver professional development seminars for the automotive industry and its supplier base. Dr. McVea holds a B.S. in Mechanical Engineering from the Rochester Institute of Technology, a Ph.D. in Design Engineering from Purdue Univ. and is a licensed Professional Engineer. He was formerly a manager of the CAE group within a tier one, powertrain supplier to world automotive markets; a consulting engineer in vehicle dynamics, with Gear Consultants, Inc.; a project manager of traction systems for off-highway vehicles with Clark-Hurth International; research laboratory supervisor, developing geared traction devices with Gleason Power Systems, Inc. He has taught and lectured at Purdue, Michigan State and Syracuse Universities. He is published extensively on the topics of transmission systems, automated design assistant systems, knowledge systems and knowledge based engineering in general. Currently, he is a Professor of Information Technology in the B. Thomas Golisano College of Computing and Information Sciences at the Rochester Institute of Technology.

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