Skip to main content
Log in

Dynamic features of planetary gear set with tooth plastic inclination deformation due to tooth root crack

  • Original Paper
  • Published:
Nonlinear Dynamics Aims and scope Submit manuscript

Abstract

Gear tooth root crack, as one of the popular gear tooth failures, is always caused by the dynamic load or excessive load applied to the tooth. It will devastate the working performance of the gear system, by problems such as vibration and noise, or even lead to a broken tooth, which will stop the normal working process of the gear system. It has attracted wide attention from researchers. However, the previous studies focused their concentration only on the mesh stiffness reduction due to tooth root crack, while the tooth plastic inclination due to tooth bending damages like gear tooth root crack is seldom considered. In this paper, a tooth plastic inclination model for spur gear with tooth root crack is developed by regarding the cracked tooth as a cantilever beam. It influences not only the displacement excitation but also the mesh stiffness and load-sharing factor among tooth pairs in mesh. The simulation results obtained by incorporating the tooth plastic inclination deformation model together with the tooth root crack model into a 21-Degree-of-Freedom planetary gear dynamic model indicate that the tooth plastic inclination has a significant effect on the performance of the gear system rather than the mesh stiffness reduction due to tooth root crack.

This is a preview of subscription content, log in via an institution to check access.

Access this article

Price excludes VAT (USA)
Tax calculation will be finalised during checkout.

Instant access to the full article PDF.

Fig. 1
Fig. 2
Fig. 3
Fig. 4
Fig. 5
Fig. 6
Fig. 7
Fig. 8
Fig. 9
Fig. 10
Fig. 11

Similar content being viewed by others

References

  1. Wu, S., Zuo, M.J., Parey, A.: Simulation of spur gear dynamics and estimation of fault growth. J. Sound Vib. 317, 608–624 (2008)

    Article  Google Scholar 

  2. Chen, Z., Shao, Y.: Mesh stiffness calculation of a spur gear pair with tooth profile modification and tooth root crack. Mech. Mach. Theory 62, 63–74 (2013)

    Article  Google Scholar 

  3. Wang, J., Howard, I.: The torsional stiffness of involute spur gears. Proc. Inst. Mech. Eng., Part C, J. Mech. Eng. Sci. 218, 131–142 (2004)

    Article  Google Scholar 

  4. Tamminana, V.K., Kahraman, A., Vijayakar, S.: A study of the relationship between the dynamic factors and the dynamic transmission error of spur gear pairs. J. Mech. Des. 129, 75–84 (2007)

    Article  Google Scholar 

  5. Chen, Z., Shao, Y.: Dynamic features of planetary gear system with tooth crack under different sizes and inclination angles. J. Vib. Acoust. 135(3), 031004 (2013)

    Article  Google Scholar 

  6. Litak, G., Friswell, M.I.: Dynamics of a gear system with faults in meshing stiffness. Nonlinear Dyn. 41, 415–421 (2005)

    Article  MATH  Google Scholar 

  7. Li, B., Zhang, P., Wang, Z., Mi, S., Liu, P.: Morphological covering based generalized dimension for gear fault diagnosis. Nonlinear Dyn. 67, 2561–2571 (2012)

    Article  MathSciNet  Google Scholar 

  8. Hou, S., Li, Y.: Detecting nonlinearity from a continuous dynamic system based on the delay vector variance method and its application to gear fault identification. Nonlinear Dyn. 60(1–2), 141–148 (2010)

    Article  MATH  Google Scholar 

  9. Lewicki, D.G., Ballarini, R.: Effect of rim thickness on gear crack propagation path. NASA Technical Memorandum 107229, Army Research Laboratory, Technical Report aRL-TR-1110 (1996)

  10. Lewicki, D.G., Spievak, L.E., Wawrzynek, P.A.: Consideration of moving tooth load in gear crack propagation predictions. NASA/TM-2000-210227 (2000)

  11. Tian, X.H.: Dynamic simulation for system response of gearbox including localized gear faults. Master’s thesis, University of Alberta, Edmonton, Alberta, Canada (2004)

  12. Yang, D.C.H., Lin, J.Y.: Hertzian damping, tooth friction and bending elasticity in gear impact dynamics. J. Mech. Transm. Autom. Des. 109(2), 189–196 (1987)

    Article  Google Scholar 

  13. Chen, Z., Shao, Y.: Dynamic simulation of spur gear with tooth root crack propagating along tooth width and crack depth. Eng Fail. Anal. 18, 2149–2164 (2011)

    Article  Google Scholar 

  14. Chaari, F., Fakhfakh, T., Haddar, M.: Analytical modelling of spur gear tooth crack and influence on gearmesh stiffness. Eur. J. Mech. A, Solids 28, 461–468 (2009)

    Article  MATH  Google Scholar 

  15. Li, C.J., Lee, H., Choi, S.H.: Estimating size of gear tooth root crack using embedded modeling. Mech. Syst. Signal Process. 16(5), 841–852 (2002)

    Article  Google Scholar 

  16. Li, C.J., Lee, H.: Gear fatigue crack prognosis using embedded-dynamic-fracture model, gear dynamic model and fracture mechanics. Mech. Syst. Signal Process. 19, 836–846 (2005)

    Article  Google Scholar 

  17. Mark, W.D., Reagor, C.P., McPherson, D.R.: Assessing the role of plastic deformation in gear-health monitoring by precision measurement of failed gears. Mech. Syst. Signal Process. 21, 177–192 (2007)

    Article  Google Scholar 

  18. Mark, W.D., Reagor, C.P.: Static-transmission-error vibratory-excitation contributions from plastically deformed gear teeth caused by tooth bending-fatigue damage. Mech. Syst. Signal Process. 21, 885–905 (2007)

    Article  Google Scholar 

  19. Chaari, F., Fakhfakh, T., Haddar, M.: Dynamic analysis of a planetary gear failure caused by tooth pitting and cracking. J. Fail. Anal. Prev. 2, 73–78 (2006)

    Article  Google Scholar 

  20. Dhanasekaran, R., Kumar, P.S., Santhi, K.: Crack failure of planetary gearbox sun gear. Int. J. Recent Trends Eng. Technol. 3(6), 12–14 (2010)

    Google Scholar 

  21. Wu, X., Meagher, J., Sommer, A.: A differential planetary gear model with backlash and teeth damage. In: Rotating Machinery, Structural Health Monitoring, Shock and Vibration. Conference Proceedings of the Society for Experimental Mechanics Series, vol. 5, p. 8 (2011)

    Google Scholar 

  22. Chen, Z., Shao, Y.: Dynamic simulation of planetary gear with tooth root crack in ring gear. Eng Fail. Anal. 31, 8–18 (2013)

    Article  Google Scholar 

  23. BS ISO 6336-3:2006. Calculation of load capacity of spur and helical gears, part 3: calculation of tooth bending strength

  24. Chaari, F., Fakhfakh, T., Hbaieb, R., et al.: Influence of manufacturing errors on the dynamical behavior of planetary gear. Int. J. Adv. Manuf. Technol. 27, 738–746 (2006)

    Article  Google Scholar 

Download references

Acknowledgements

The authors are grateful for the financial support provided by the National Natural Science Key Foundation of China under Contract No. 51035008.

Author information

Authors and Affiliations

Authors

Corresponding author

Correspondence to Yimin Shao.

Appendix

Appendix

The plastic inclination deformation of a cracked tooth is schematically illustrated in Fig. 1. The solid tooth profile indicates no plastic inclination deformation and the dashed tooth profile exhibits a plastic inclination deformation. Normally, the tooth pair meshes at point E with respect to the angle α 10 when there is no plastic inclination deformation. When a plastic inclination deformation θ p around the origin o of the local coordinate system xoy happens, point E′ on the undeformed tooth profile corresponding to the angle α 1 will move to E″ on the LOA where the tooth pair meshes at. Here, the LOA is along line EF which is tangent to the base circle with radius R b . The angle between line OF and the tooth shape center line OG is represented by α 10 which becomes α 1 when LOA is through point E′. The symbol α or is the central angle of the arc between the tangent point of the tooth root fillet circle and the tooth profile and the intersection point of line OOr and the dedendum circle. The point M is the intersection point of involute curve and the base circle. α 2 indicates the angle between lines OM and OG. The goal of this appendix is to derive the distance of the mesh points E and E″ along LOA, namely δ EE.

According to the geometric relationship shown in Fig. 1, the coordinates of the points Or, A, B, D and o in the general coordinate system XOY can be derived, which are illustrated as follows.

The coordinates of point Or, X Or and Y Or , are

$$\begin{aligned} &{X_{Or} = (R_{f} + r)\cos \angle O_{r}OM} \end{aligned}$$
(11a)
$$\begin{aligned} &{Y_{Or} = (R_{f} + r)\sin \angle O_{r}OM} \end{aligned}$$
(11b)

where

$$ \begin{cases} \angle O_{r}OM = \pi /2 - \arccos \frac{r}{R_{f} + r}, \\ \quad \mathrm{when}\ R_{f} \le R_{b}\ \mbox{and}\ r \le (R_{b}^{2} - R_{f}^{2} )/(2R_{f}) \\ \angle O_{r}OM = \frac{\pi}{2} - \arcsin \frac{R_{b}}{R_{f} + r} \\ \phantom{\angle O_{r}OM = }- (\tan (\frac{\pi}{2} - \arcsin \frac{R_{b}}{R_{f} + r} ) - r/R_{b} ), \\ \quad \mbox{for others} \end{cases} $$
(12)

where the symbol r is the radius of the tooth root fillet. R f is the radius of the dedendum circle.

Similarly, the coordinates (X i ,Y i ) i=A,B,D,o of the points A, B, D and o can be obtained based on the geometric relationship shown in Fig. 1, which are not shown here. Points D and A are symmetric about tooth center line OG. And the origin point of the local coordinate system xoy coincides with the point o which is the middle point of line section BD.

And the rotational angle of the local coordinate system relative to the general coordinate system, namely the acute angle between the x axis and the X axis in local and general coordinate system, respectively, can be calculated as,

$$ \theta_{0} = \arctan \frac{X_{B} - X_{D}}{Y_{D} - Y_{B}} $$
(13)

With the general coordinates of point o and θ 0 in Eq. (13), the coordinates of all the points can be switched between the general coordinate system XOY and the local coordinate system xoy.

The coordinates (X E,Y E) of the point E′ on the involute tooth profile can be calculated as

$$\begin{aligned} &{ \begin{aligned}[b] X_{E'} &= R_{b}\sqrt{1 + (\alpha_{1} + \alpha_{2})^{2}} \cos \bigl(\alpha_{1} + \alpha_{2} \\ &\quad - \arctan (\alpha_{1} + \alpha_{2})\bigr) \end{aligned}} \end{aligned}$$
(14a)
$$\begin{aligned} &{ \begin{aligned}[b] Y_{E'} & = R_{b}\sqrt{1 + (\alpha_{1} + \alpha_{2})^{2}} \sin \bigl(\alpha_{1} + \alpha_{2} \\ &\quad - \arctan (\alpha_{1} + \alpha_{2})\bigr) \end{aligned}} \end{aligned}$$
(14b)

Transformation of the coordinates (X E,Y E) of point E′ in XOY to that (x E,y E) in xoy yields,

$$ \biggl[ \begin{array}{l} x_{E'} \\ y_{E'} \end{array} \biggr] = \biggl[ \begin{array}{l@{\quad}l} \cos \theta_{0} & - \sin \theta_{0} \\ \sin \theta_{0} & \cos \theta_{0} \end{array} \biggr]^{ - 1}\biggl[ \begin{array}{l} X_{E'} - X_{o} \\ Y_{E'} - Y_{o} \end{array} \biggr] $$
(15)

When tooth plastic inclination deformation happens, the tooth rotates around point o by θ p . At this time, point E′ moves to point E″ whose coordinates (x E,y E) in xoy are represented as

$$\begin{aligned} &{x_{E''} = \sqrt{x_{E'}^{2} + y_{E'}^{2}} \cos \bigl(\arctan (y_{E'}/x_{E'}) + \theta_{p}\bigr)} \end{aligned}$$
(16a)
$$\begin{aligned} &{y_{E''} = \sqrt{x_{E'}^{2} + y_{E'}^{2}} \sin \bigl(\arctan (y_{E'}/x_{E'}) + \theta_{p}\bigr)} \end{aligned}$$
(16b)

Then, the general coordinate of point E″ (X E,Y E) can be obtained by transformation from its local coordinates.

The point E″ are just on the line EF, so its general coordinates should meet the equation representing the line EF, which is denoted as

$$ Y_{E''} = - \frac{X_{E''}}{\tan (\alpha_{10} + \alpha_{2})} + \frac{R_{b}}{\sin (\alpha_{10} + \alpha_{2})} $$
(17)

Given a value of α 10 with respect to the ideal mesh point E, a fixed value of the unknown α 1 could be searched. Thus, the coordinates of the point E″ (X E,Y E) in the general coordinate system XOY can be obtained.

The coordinates of the ideal mesh position (point E) (X E ,Y E ) in the coordinate system XOY can be calculated based on Eq. (14a) and (14b) by substitution of α 1 with α 10.

Consequently, the distance δ EE between the ideal mesh position (point E) and the actual mesh position (point E″) when the tooth is plastically deformed is obtained as

$$ \delta_{EE''} = \sqrt{(X_{E} - X_{E''})^{2} + (Y_{E} - Y_{E''})^{2}} $$
(18)

Rights and permissions

Reprints and permissions

About this article

Cite this article

Shao, Y., Chen, Z. Dynamic features of planetary gear set with tooth plastic inclination deformation due to tooth root crack. Nonlinear Dyn 74, 1253–1266 (2013). https://doi.org/10.1007/s11071-013-1038-x

Download citation

  • Received:

  • Accepted:

  • Published:

  • Issue Date:

  • DOI: https://doi.org/10.1007/s11071-013-1038-x

Keywords

Navigation