Abstract
Based on the Hertz contact theory, the criterion of local yield strength value and the Archard wear theory, reliability analysis models of two failures are established and validated by the Monte Carlo simulation method to assess the tooth surface fatigue and wear reliability of thin-walled ring gears. Sensitivity analysis is carried out near the design point and assessed for the influence of operational torque, manufacturing parameters and assembly accuracy on reliability. The results show that the difference between the reliability of the two failures calculated by the first-order second-moment method and Monte Carlo simulation method is less than 1.1 %, and the reliability calculated by the first-order second-moment method is persuasive. The influence of operational torque on tooth surface fatigue reliability and wear reliability is similar, and tooth surface fatigue reliability is more sensitive to core hardness and carburized layer thickness, while tooth surface wear reliability is more sensitive to center distance and parallelism.
Similar content being viewed by others
Abbreviations
- α 0 :
-
Theoretical engagement angle
- α :
-
Actual engagement angle
- r 1b :
-
Base circle radii of transmission gear
- r 2b :
-
Base circle radii of thin-walled ring gear
- T :
-
Parallelism
- M :
-
Transmission gear torque
- r 1 :
-
Radius of the gear pitch circle
- B :
-
Gear teeth width
- α′ :
-
Pressure angle of tip circle of the transmission gear
- α″ :
-
Pressure angle of tip circle of the ring gear
- r 1a :
-
Radius of the tooth-top circle of the gear
- r 2a :
-
Radius of the tooth-top circle of the ring gear
- θ :
-
Pressure angle of limit engagement point
- R 1 :
-
Radii of curvature of gear
- R 2 :
-
Radii of curvature of ring gear
- \(R_1^\prime \) :
-
Curvature radius of limit meshing point of gear
- \(R_2^\prime \) :
-
Curvature radius of limit meshing point of ring gear
- b :
-
Half-width of the contact area of the pitch circle
- b′ :
-
Half-width of the contact area of the limit meshing point
- E i :
-
Elastic modulus
- v i :
-
Poisson’s ratio
- f :
-
Friction coefficient
- σ zz :
-
Z normal stress
- σ yy :
-
Y normal stress
- σ xx :
-
X normal stress
- τ zy :
-
YZ plane shear stress
- τ max :
-
Maximum shear stress in the yz plane
- \(p_{max}^\prime \) :
-
Surface maximum stress the limit meshing point
- H :
-
Hardness at one point below the tooth surface
- H b :
-
Hardness at the critical part of the hardened layer
- H 0 :
-
Surface hardness
- H k :
-
Hardness of the tooth ring gear core
- h t :
-
Thickness of the hardened layer
- σ b :
-
Yield strength under the tooth surface
- τ :
-
Shear strength under the tooth surface
- [τ]:
-
Allowable shear stress without fatigue
- G f :
-
State function of fatigue failure reliability
- V :
-
Wear volume
- K :
-
Wear coefficient
- F :
-
Normal load on the contact surface
- L :
-
Relative sliding distance
- P :
-
Contact pressure
- h :
-
Wear depth
- S :
-
Contact area of the tooth surface meshing
- Δh :
-
Wear increment
- ξ :
-
Ratio of the relative sliding distance
- ω i :
-
Gear and ring gear angular speed
- ΔL :
-
Relative sliding distance
- n :
-
Bending fatigue safety factor
- m :
-
Modulus
- x :
-
Displacement coefficient
- β :
-
Tooth shape angle
- [h]:
-
Allowable wear depth
- G w :
-
State function of the wear failure reliability
- \({\beta _{{G_i}}}\) :
-
Reliability index
- R f :
-
Fatigue reliability of the thin-walled ring gear
- R w :
-
Wear reliability of the thin-walled ring gear
- S μ :
-
Mean sensitivity matrix
- S σ :
-
Standard deviation sensitivity matrix
References
J. H. Zhang, D. Wang and Y. N. Pi, Analysis of gear sur-face pitting and spalling of fatigue in the close gear-driven, Jiangxi Science, 21 (1) (2003) 4.
M. S. Tunalioglu and B. Tuc, Theoretical and experimental investigation of wear in internal gears, Wear, 309 (1/2) (2014) 208–215.
S. Chowdhury and R. K. Yedavalli, Dynamics of low speed geared shaft systems mounted on rigid bearing, Mechanism and Machine Theory, 112 (2017) 123–144.
S. Chowdhury and R. K. Yedavalli, Vibration of high speed helical geared shaft systems mounted on rigid bearings, International Journal of Mechanical Sciences, 142 (2018) 176–190.
S. Chowdhury et al., Lead mismatch calculation of a helical gear system mounted on balance shafts, SAE Technical Paper (2021) 2021-01-0673.
S. Chowdhury et al., The mechanism of spur gear tooth profile deformation due to interference-fit assembly and the resultant effects on transmission error, bending stress, and tip diameter and its sensitivity to gear geometry, SAE Technical Paper (2022) 2022-01-0608.
R. Lawcock, Rolling contact fatigue of surface densified gears, Powder Metallurgy Technology, 3 (2008) 230–233.
Y. H. Li, L. B. Shi and Z. M. Liu, Study on the lubrication state and pitting damage of spur gear using a 3D mixed ehl model with fractal surface roughness, Journal of Mechanical Science and Technology, 36 (12) (2022) 5947–5957.
V. Rajinikanth, M. K. Soni and B. Mahato, Micro-structural investigation of rolling contact fatigue (RCF) on a failed planetary gear of a windmill gearbox, Engineering Failure Analysis, 121 (2020) 105167.
W. Wang and H. J. Liu, Evaluation of rolling con-tact fatigue of a carburized wind turbine gear considering the residual stress and hardness gradient, Journal of Tribology, 140 (6) (2018) 061401.
M. Hein, T. Tobie and K. Stahl, Parameter study on the calculated risk of tooth flank fracture of case hardened gears, Journal of Advanced Mechanical Design Systems & Manufacturing, 11 (6) (2017) 5–6.
A. Kahraman and H. Ding, A methodology to predict sur-face wear of planetary gears under dynamic conditions, Mechanics Based Design of Structures & Machines, 38 (4) (2010) 493–515.
J. Zhang, S. Y. Bian, Q. Lu and X. Z. Liu, Quasi-static-model-based wear analysis of spur gears, Journal of Mechanical Engineering, 53 (5) (2017) 136–145.
L. S. Zhu, Y. M. Zhang, R. Zhang and P. M. Zhang, Time-dependent reliability of spur gear system based on gradually wear process, Maintenance and Reliability, 20 (2) (2018) 207–218.
X. S. Zhong and L. Y. Zhong, The failure cause analysis of inner gear ring and the ways to improve life, Construction Machinery and Equipment, 36 (8) (2005) 4.
G. Shen et al., Fatigue failure mechanism of plane-tary gear train for wind turbine gearbox, Engineering Failure Analysis, 87 (2018) 96–110.
S. P. Yang et al., Effects of prestressing of the ring gear in interference fit on flexural fatigue strength of tooth root, Chinese Journal of Mechanical Engineering, 32 (1) (2019) 1–9.
G. Hu and Z. G. Cheng, Pitting fatigue prediction for planetary gears based on lundberg-palmgren theory, Mechanical Engineer (2021) 128–132.
Y. Hu et al., Application of response surface method for contact fatigue reliability analysis of spur gear with consideration of EHL, Journal of Central South University, 22 (7) (2015) 2549–2566.
C. Tong et al., Gear contact fatigue reliability based on response surface and MCMC, Journal of Northeastern University (Natural Science), 37 (4) (2016) 532–537.
J. X. Wang et al., Reliability analysis of involute gear with multiple failure modes based on improved first-order second-moment method, Journal of Inner Mongolia University of Technology: Natural Science Edition, 41 (1) (2022) 41–48.
D. Pan, Y. Zhao, N. Li and X. G. Wang, The wear life prediction method of gear system, Journal of Harbin Institute of Technology, 44 (9) (2012) 29–33+39.
C. C. Han and S. L. Lin, Decision of yielding strength and fatigue crack source of hard gear, China Mechanical Engineering, 22 (13) (2011) 4.
Y. Y. Li, Inquiry on calculation of deep contact fatigue strength of case harden gear, Colliery Mechanical & Electrical Technology (6) (2011) 55–57.
ISO 6336-4:2019, Calculation of Load Capacity of Spur and Helical Gears - Part 4: Calculation of Tooth Flank Fracture Load Capacity, International Organization for Standardization, Geneva (2019).
Q. S. Wang, Empirical formula for conversion of hardness and strength for ferrous mental, Physical Testing and Chemical Analysis (Part A: Physical Testing) (2) (1995) 39–40+33.
V. K. Sharma, G. H. Walter and D. H. Breen, An analytical approach for establishing case depth requirements in carburized gears, Journal of Heat Treating, 1 (1) (1977) 48–57.
J. F. Archard, Contact and rubbing of flat surfaces, Journal of Applied Physics, 24 (8) (1953) 981–988.
L. Z. Zhang and D. L. Zhao, Analysis on wear of tooth surfaces and reliability of gears for pitch bearings in wind turbines, Bearing (1) (2019) 32–35.
H. O. Madsen and P. F. Habsen, A comparison of some algorithms for reliability-based structural optimization and sensitivity analysis, R. Rackwitz and P. Thoft-Christensen (eds), Reliability and Optimization of Structural Systems’ 91. Lecture Notes in Engineering, Springer, Berlin, Heidelberg, 76 (2015) 443–451.
N. Kuschel and R. Rackwitz, Two basic problems in reliability-based structural optimization, Mathematical Methods of Operations Research, 46 (3) (1997) 309–333.
S. Chowdhury et al., Differential case imbalance calculation using Monte Carlo simulation, SAE Technical Paper (2023) 2023-01-0025.
Acknowledgments
This work is supported by National Natural Science Foundation of China (U20A20281 and 52372424).
Author information
Authors and Affiliations
Corresponding author
Additional information
Boyuan Pang is currently a master student at the School of Mechanical Engineering and Automation, Beihang University, Beijing, China. His main research interests include failure analysis of gears and mechanical reliability design.
Xianming Wang is currently a Ph.D. student at the School of Mechanical Engineering and Automation, Beihang University, Beijing, China. He is doing research in the areas of reliability design and sensitivity analysis of mechanical structure, failure analysis of mechanical components.
Tianxiao Zhang is a Professor and Director of the Department of Mechanical Design, at the School of Mechanical Engineering and Automation, Beihang University, Beijing, China. His research areas include: uncertainty analysis and reliability design, failure prediction and health management, quality engineering and manufacturing systems.
Rights and permissions
About this article
Cite this article
Pang, B., Wang, X. & Zhang, T. Reliability analysis of thin-walled ring gear based on tooth surface fatigue and wear. J Mech Sci Technol 38, 1985–1997 (2024). https://doi.org/10.1007/s12206-024-0330-7
Received:
Revised:
Accepted:
Published:
Issue Date:
DOI: https://doi.org/10.1007/s12206-024-0330-7