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The influence of mesh misalignment on the dynamic characteristics of helical gears including sliding friction

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Abstract

Due to either elastic deformations or errors in the manufacturing or assembling of gears, shafts, bearings and their housings, it is an inevitable consequence that mesh misalignment between teeth occurs. The change in length of the contact line or the change in load distribution along the length of the contact line induced by mesh misalignment causes changes in the dynamic characteristics of helical gears. There is currently no satisfactory solution for the modeling and calculation of the internal excitation in helical gears with mesh misalignment and sliding friction that would reveal the changes in the dynamic characteristics. In this study, an improved calculation method of friction excitation is proposed based on the time-varying length of the contact line and the time-varying friction coefficient model in helical gears. By considering the change in the mesh position and the change in the length of the contact line or the change of the displacement error along the contact line induced by mesh misalignment, the time-varying sliding friction force and the dynamic mesh force may be obtained. An eight degree-of-freedom analytical helical gear pair model is developed by incorporating the time-varying sliding friction force and dynamic mesh force and considering the mesh misalignment. By assuming a constant mesh stiffness density along the contact line, the rules governing the variation of the dynamic response are obtained using simulations of helical gear pair examples with different friction coefficient models and mesh misalignment. The developed analytical model provides a new method for the study of excitation characteristics in helical gears with mesh misalignment.

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Correspondence to Yimin Shao.

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Recommended by Associate Editor Ohseop Song

Hanjun Jiang is currently a Ph.D. student at State Key Laboratory of Mechanical Transmission, Chongqing University, Chongqing, China. He spent two years as a visiting scholar at The Ohio State University to conduct research in gear vibration and noise. His research interests include gear dynamics and fault diagnosis.

Yimin Shao received his Ph.D. from Gunma University (Japan) in 1997. He is now a professor at the State Key Laboratory of Mechanical Transmission, Chongqing University, Chongqing, China. His research interests include the signal processing, the pattern recognition and the machinery fault diagnosis.

Chris K. Mechefske is a full Professor in the Department of Mechanical and Materials Engineering at Queen’s University in Kingston, Ontario, Canada. His research interests include vibration based machine condition monitoring and fault diagnostics, maintenance and reliability, machine dynamic analysis, biomechanics of artificial limbs, vibration and noise reduction in and around biomedical equipment. He is a member of the editorial board of the Journal of Condition Monitoring and Diagnostic Engineering Management; Canadian Advisory Council, ISO Technical Committee 108, Sub-Committee 5; American Society of Mechanical Engineers; Canadian Machinery Vibration Association (past president 2003-2005); and the International Institute of Acoustics and Vibration (Director 2007-2009).

Xiaohui Chen received her Ph.D. from Chongqing University, China. She is now a professor at the State Key Laboratory of Mechanical Transmission, Chongqing University, Chongqing, China. Her research interests include equipment maintenance and management.

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Jiang, H., Shao, Y., Mechefske, C.K. et al. The influence of mesh misalignment on the dynamic characteristics of helical gears including sliding friction. J Mech Sci Technol 29, 4563–4573 (2015). https://doi.org/10.1007/s12206-015-1001-5

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  • DOI: https://doi.org/10.1007/s12206-015-1001-5

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