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EME2056

THEORY OF MACHINES
CHAPTER 2
Transmission
Learning Outcome
LO2
Analyze various types of transmission
(cognitive - analyzing, level 4)
EME2056 THEORY OF MACHINES 2
Transmission
2.1 Introduction to Gears
2.2 Basic Gear Nomenclature
2.3 Spur Gear Kinematics
2.4 Ordinary Gear Trains
2.5 Epicyclic Gears
2.6 Belt and Chain Drives
2.7 Screw Mechanism
EME2056 THEORY OF MACHINES 3
2.1 Introduction to Gears
EME2056 THEORY OF MACHINES
Gears
Gears are machine elements that:
transmit power or torque.
transmit motion.
change rotational speed.
change rotational direction.
Authoritative references for gears:
American Gear Manufacturers Association
(AGMA).
Pinion
(driver)
Gear
(driven)
4
2.1 Introduction to Gears
EME2056 THEORY OF MACHINES
Friction rollers are less costly than
gears, but they depend on friction to
transmit forces.
Smooth surfaces may not have
sufficient frictional forces, thus slips
may occur.
Gear teeth provide positive no-slip
transfer of energy.
From a kinematic viewpoint, the
effective diameters are identical.
5
2.1 Introduction to Gears
EME2056 THEORY OF MACHINES
Types of gears
Gears design can be classified according to the
relative position of the axes of revolution:
Parallel.
Intersecting.
Non-parallel, non-intersecting, other angles.
Special gears:
Non-circular / Specific function.
6
2.1 Introduction to Gears
EME2056 THEORY OF MACHINES
Gears for connecting parallel shafts
Spur gears:
Simplest, least expensive, most common.
Teeth parallel to rotational axis.
No axial thrust.
External contact (opposite direction).
Internal contact (same direction).
Low to medium speed applications.
Sudden impact of gear meshing causes
vibration, noise.
7
2.1 Introduction to Gears
EME2056 THEORY OF MACHINES
Gears for connecting parallel shafts
Helical gears:
Teeth at helix angle to rotational axis.
Create axial thrust or side loading (need
axial bearing) and bending couples (wear).
More gradual gear meshing.
Less noise and impact.
High speed applications.
Teeth have greater cross section, higher
load capacity.
8
2.1 Introduction to Gears
EME2056 THEORY OF MACHINES
Gears for connecting parallel shafts
Herringbone gears:
Double helical gears (opposite).
To avoid axial thrust by counter
balancing the forces.
High precision, expensive.
Large, high-powered applications
(steam turbine).
9
2.1 Introduction to Gears
EME2056 THEORY OF MACHINES
Gears for connecting parallel shafts
Rack and pinion:
Transmit rotary motion (from pinion)
to linear motion (of the rack), vice
versa.
Teeth track for the rack are laid flat,
resembling a spur gear with
infinitely large diameter.
Example: automatic gate, steering
wheel.
10
2.1 Introduction to Gears
EME2056 THEORY OF MACHINES
Gears for connecting intersecting shafts
Straight bevel gears:
Teeth formed on conical surface,
designed in pairs.
Arrangement:
11
Apices must
be coincident
2.1 Introduction to Gears
EME2056 THEORY OF MACHINES
3 special cases
Miter gears equal size gears
(diameter and number of teeth) with
a 90 shaft angle.
Angular bevel gears other than 90
shaft angle.
Crown wheel and pinion one gear
is flat.
12
2.1 Introduction to Gears
EME2056 THEORY OF MACHINES
Gears for connecting intersecting shafts
Zerol bevel gears:
Teeth are curved; tooth contact takes
place first at the tooth center.
Each tooth has one convex and concave
surface; higher load capacity, stability
Spiral bevel gears:
Helical version of straight bevel gear,
thus similar improved performance.
13
2.1 Introduction to Gears
EME2056 THEORY OF MACHINES
Gears for connecting non-parallel,
non-intersecting shafts, other angles
Crossed helical gears:
Helical gears that connect
skewed shafts.
Lower efficiency due to sliding
motion.
Point contact; light load
capacity.
14
2.1 Introduction to Gears
EME2056 THEORY OF MACHINES
Gears for connecting non-parallel,
non-intersecting shafts, other angles
Hypoid gears:
Motion based on hyperboloid revolution.
Similar to spiral bevel gears, but connect
non-parallel shafts that do not intersect.
Less noise, higher reduction ratios.
Example: car rear axle drives, differentials
(a device that splits the torque two ways;
each wheel to spin at a different speed).
15
2.1 Introduction to Gears
EME2056 THEORY OF MACHINES
Gears for connecting non-parallel,
non-intersecting shafts, other angles
Worm gears:
Worm gear is analogous to a screw
thread.
Can only be driven by the worm.
Large velocity ratio, high gear ratio
(commonly used as speed reducer).
Low efficiency due to sliding action.
16
2.1 Introduction to Gears
EME2056 THEORY OF MACHINES
Special gears
Non-circular gears/specific function gears:
Ratio variations, direction variation in a
cycle.
Variable Speed: uniform input speed into a
variable output speed.
Constant speed segments in a cycle.
Stop-and-dwell motion (cam like).
Example: textile machines, potentiometers.
17
2.2 Basic Gear Nomenclature
EME2056 THEORY OF MACHINES
Spur gear
18
EME2056 THEORY OF MACHINES
Addendum: radial distance between the top land
and pitch circle.
Dedendum: radial distance between the bottom
land and pitch circle.
Whole depth: sum of addendum and dedendum.
Clearance: the amount of the dedendum of a gear
exceeds the addendum of the mating gear.
19
2.2 Basic Gear Nomenclature
EME2056 THEORY OF MACHINES
Backlash: the amount the width of space exceeds
the thickness of the engaging tooth on pitch circle
Pitch circle: a theoretical circle which all
calculations are based; effective diameter of
friction roller.
Pitch diameter, d: diameter of the pitch circle.
Center distance, C: center-to-center distance
between the mating gears
20
2.2 Basic Gear Nomenclature
EME2056 THEORY OF MACHINES
Circular pitch, p: distance between two
corresponding points on successive teeth on the
pitch circle; sum of tooth thickness and width of
space; same value for mating gears.
Number of teeth, N: total number of teeth on a gear;
an integer.
Module, m: relative measure of a tooth size; ratio of
the pitch diameter to the number of teeth (SI unit);
same value for mating gears.
21
2.2 Basic Gear Nomenclature
EME2056 THEORY OF MACHINES
Diametral pitch, P
d
: pitch; ratio of the number of
teeth to the pitch diameter (British unit); same value
for mating gears.
22
2.2 Basic Gear Nomenclature
d
N
P
d
=
p m t =
d
pP t =
d
m
N
=
25.4
d
m
P
=
EME2056 THEORY OF MACHINES
Pressure angle, : the angle between the tangent
line of mating pitch circles and the perpendicular
line of the contact point; same value for mating
gears.
23
2.2 Basic Gear Nomenclature
cos
b
d d | =
Circular
pitch
Example 1
EME2056 THEORY OF MACHINES 24
A gear set consists of a 19-tooth pinion meshed
with a 37-tooth gear, having a module of 4 mm.
The gears are cut using a pressure angle of 20.
Find the:
(a) Gear ratio
(b) Circular pitch
(c) Base pitch
(d) Pitch diameters
(e) Center distance
Smaller value : more power transmission and
less pressure on bearing; but weaker teeth
Example 1 (Solution)
EME2056 THEORY OF MACHINES 25
(a) Gear ratio,
(b) Circular pitch,
(c) Base pitch,
37
1.947
19
g
p
N
VR
N
= = =
4 12.566 p m mm t t = = =
cos 12.566cos 20 11.809
b
p p mm | = = =
Example 1 (Solution)
EME2056 THEORY OF MACHINES 26
(d) Pitch diameters,
(e) Center distance,
19(4) 76
p p
d N m mm = = =
37(4) 148
g g
d N m mm = = =
112
2
p g
d d
C mm
+
= =
Example 2
EME2056 THEORY OF MACHINES 27
In an internal gear set, a 15-tooth pinion drives
a 60-tooth annulus gear, having a pitch of 5 in
-1
.
Determine the center distance.
Example 2 (Solution)
EME2056 THEORY OF MACHINES 28
Pitch diameters,
Center distance,
15
3.0 .
5
p
d
N
d in
P
= = =
4.5 .
2
g p
d d
C in

= =
60
12.0 .
5
g
d
N
d in
P
= = =
C
2.3 Spur Gear Kinematics
EME2056 THEORY OF MACHINES
For two mating spur gears, the pitch line velocity
(linear velocity at pitch point, P, where the pitch
circles are in contact) is given by:
29
1 1 2 2
v r r e e = =
where is the angular velocity
is the radius
e
r
2.3 Spur Gear Kinematics
EME2056 THEORY OF MACHINES
Consider the characteristics of
energy transfer between gears in
mesh, where force is transmitted at
the point of contact, P (pitch point).
The force, F, is supplied through the
applied torque, T, which is the
product of force and radius, r.
The torque ratio is the mechanical
advantage.
30
2.3 Spur Gear Kinematics
EME2056 THEORY OF MACHINES
For forces in equilibrium, the tangential
force is given by:
31
1 2
1 2
t
T T
F
r r
= =
The velocity ratio, VR is defined as the
angular speed ratio of the driver gear
(input) over the driven gear (output):
1
2
driver
driven
VR
e e
e e
= =
Input
output
2.3 Spur Gear Kinematics
EME2056 THEORY OF MACHINES
To satisfy the law of conservation of energy, the
transmitted power, which equals torque times
angular velocity, must be constant:
32
2 2 1 1
2 1
1 2
T T
T
T
e e
e
e
=
=
2.3 Spur Gear Kinematics
EME2056 THEORY OF MACHINES
Combining all preceding relationships gives a
comprehensive expression for the velocity ratio:
33
1 2 2 2 1
2 1 1 1 2
r T N
VR
r T N
e u
e u
A
= = = = =
A
For external gearset, the gears rotate in opposite
directions, velocity ratio is denoted as negative ();
vice versa.
Example 3
EME2056 THEORY OF MACHINES 34
A spur gear, having 32 teeth and a diametral
pitch of 4 in
-1
, is rotating at 400 rev/min.
Determine its circular pitch and its pitch line
velocity.
Example 3 (Solution)
EME2056 THEORY OF MACHINES 35
.
4
d
p in
P
t t
= =
Circular pitch,
d
pP t =
d
N
P
d
=
32
8
4
d
N
d in
P
= = =
8
4 .
2
r in = =
2
(400) 41.9 /
60
rad s
t
e = =
Angular velocity,
4(41.9) 167.6 / v r in s e = = = Pitch line velocity,
Example 4
EME2056 THEORY OF MACHINES 36
Two spur gears have a velocity ratio of 4. The
driven gear has module of 6 mm, 96 teeth and
rotates at 500 rev/min. Determine:
(a) Speed of the driver
(b) Number of teeth of the driver
(c) Pitch line velocity.
Example (Solution)
EME2056 THEORY OF MACHINES 37
(a) Speed of the driver
1
1
2
4 4(500) 2000 VR rpm
e
e
e
= = = =
(b) Number of teeth of the driver
2
1
1
96
4 24
4
N
VR N teeth
N
= = = =
Example (Solution)
EME2056 THEORY OF MACHINES 38
(c) Pitch line velocity
2 2
2
2
2
(6)(96) 576
576 2
(500) 15079.64 /
2 60
v r
d
m d mm
N
v mm s
e
t
=
= = =
(
= =
(

2.3 Spur Gear Kinematics
EME2056 THEORY OF MACHINES
Spur gear selection (design)
Gears must be selected for a specific task; often to
achieve a desired velocity ratio.
To use AGMA standard, key parameters need to
be determined:
Diametral pitch
Pressure angle 14, 20 (general), 25.
Number of teeth influenced by velocity ratio,
smaller gears are preferred (minimize weight,
size and cost); must be an integer.
39
2.3 Spur Gear Kinematics
EME2056 THEORY OF MACHINES
Constraint on the center of distance:
Gears must be selected to change the velocity
ratio of existing machine.
Shafts must be spaced at a specific distance.
In these situation:
Number of teeth may not be the smallest
possible, but those needed to fill the distance.
Larger teeth may be necessary.
Some deviation from the target ratio may be
needed to specify standard gears.
40
2.3 Spur Gear Kinematics
EME2056 THEORY OF MACHINES
List of AGMA specifications (Appendix):
Table 10.1 Standard diametral pitches.
Table 10.2 Standard metric modules.
Table 10.3 AGMA full-depth gear tooth specifications.
Table 10.4 Ger teeth combinations to ensure no
interference.
Table 10.5 Recommended AGMA gear quality.
Table 10.6 Suitable diametral pitches for 20 mild-
steel gears with standard face width.
Table 10.7 Number of teeth for commercially
available stock gears.
[Ref. 2]
41
Example 5
EME2056 THEORY OF MACHINES 42
A gear reducer for a boat is used to transmit
5 hp from an electric motor at 900 rpm to the
propeller at 320 rpm. Select a set of gears to
accomplish this task. Calculate the center-to-
center distance.
Example (Solution)
EME2056 THEORY OF MACHINES 43
Determine a suitable diametral pitch and pressure
angle:
The application involves general gearing, thus
a pressure angle of 20 is used.
From Table 10.6, an estimate of a suitable
diametral pitch is, P
d
= 10.
Example (Solution)
EME2056 THEORY OF MACHINES 44
Determine the velocity ratio and use it to iterate
the suitable number of teeth:
900
2.8125
320
driver
driven
rpm
VR
rpm
e
e
= = =
900
320
driver
driven driver
driven
driven driver
N N
N N
e
e
=
=
Example (Solution)
EME2056 THEORY OF MACHINES 45
Iterative procedure is used because number of
teeth is an integer:
900
13 13 36.56
320
900
14 14 39.38
320
900
15 15 42.14
320
900
16 16 45
320
driver driven
driver driven
driver driven
driver driven
When N N
When N N
When N N
When N N
= = =
= = =
= = =
= = =
Example (Solution)
EME2056 THEORY OF MACHINES 46
The smallest integer combination is 16 and 45
teeth, with diametral pitch of 10.
Table 10.7 confirms that these gears are
commercially available.
Example (Solution)
EME2056 THEORY OF MACHINES 47
Calculate the pitch diameters and center distance:
1
1
2
2
1 2
16
1.6 .
10
45
4.5 .
10
( )
3.05 .
2
d
d
N
d in
P
N
d in
P
d d
C in
= = =
= = =
+
= =
2.4 Ordinary Gear Trains
EME2056 THEORY OF MACHINES
Ordinary gear trains
Many applications requires large speed
reductions from power sources like engine,
turbine, motor (2000-10000 rpm) in low speed
operations (10-100 rpm).
In most cases, a single gear set cannot meet the
transmission ratio between two parallel shafts.
Example: For 10:1 ratio, the diameter of the gear
must be 10 times larger than the pinion; design
constraint (space, material, weight etc).
48
2.4 Ordinary Gear Trains
EME2056 THEORY OF MACHINES
Thus, a series of gear set (pair) or a gear train is
usually used to cascade the velocities:
Simple or planar ordinary train.
Compound ordinary train.
Other type of gear trains:
Orbital gear train (epicyclic, planetary, harmonic).
Angular gear train.
49
2.4 Ordinary Gear Trains
EME2056 THEORY OF MACHINES
Any gear in a gear train between the input and
output gears is a transfer gear or idler gear.
An idler gear does not affect input-output ratio, but
changes the rotational directions.
In a train with an even number of gears, the input
and output gears rotate in opposite direction; vice
versa.
The overall velocity ratio is termed as a train value:
50
in
out
TV
e
e
=
2.4 Ordinary Gear Trains
EME2056 THEORY OF MACHINES
Simple ordinary train
Each shaft carries only one gear (one gear for
each axis).
The train ratio is just the input gear over the
output gear; Gears 2 and 3 are idler gears.
51
2.4 Ordinary Gear Trains
EME2056 THEORY OF MACHINES
Velocity ratio, VR:
Train value, TV:
52
3 3 1 2 2 4
2 1 3 2 4 3

N N N
N N N
e e e
e e e
= = =
2 3 4 1 4
4 1 2 3 1
=( 1)
N N N N
N N N N
e
e
=
2.4 Ordinary Gear Trains
EME2056 THEORY OF MACHINES
Methods to determine the direction of the
rotation:
By labeling with directional arrows.
By multiplying m
th
power of -1 to the
general train value (m = number of pairs for
external contact gears )
53
3
2 3 4 1 4
4 1 2 3 1
( 1) =( 1)
N N N N
N N N N
e
e
=
2.4 Ordinary Gear Trains
EME2056 THEORY OF MACHINES
Compound ordinary train
Two or more gears may rotate about a single axis
(attached to the same shaft).
54
2.4 Ordinary Gear Trains
EME2056 THEORY OF MACHINES
Train value, TV:
55
) 1 (
3 1
4 2
2
4
1
N N
N N
=
e
e
2.4 Ordinary Gear Trains
EME2056 THEORY OF MACHINES
Gear 2 and 3 have the same torque; otherwise
the shaft would twist:
Torque is conserved on a shaft.
If gears 2 and 3 have different radii, the force at
contact point 1-2 is different from the force at
contact point 3-4.
Force is conserved at the contact point.
56
Example 6
EME2056 THEORY OF MACHINES 57
The gears of the gear train shown at the next
slide have the following properties:
Gear 2: N
2
= 12 teeth & Pitch = 12
Gear 3: d
3
= 2.5 in
Gear 4: N
4
= 15 teeth
Gear 5: d
5
= 3 in & Pitch = 10
Gear 6: d
6
= 1.5 in & Pitch = 8
Gear 7: N
7
= 32 teeth
Example 6
EME2056 THEORY OF MACHINES 58
Determine the:
(a) Rotational velocity of gear 7 as gear 2 drives
at 1800 rpm CCW.
(b) Distance between the shafts that carry gears
2 and 7.
Example (Solution)
EME2056 THEORY OF MACHINES 59
2
2
4
4
7
7
12
1 .
12
15
1.5 .
10
32
4 .
8
d
d
d
N
d in
P
N
d in
P
N
d in
P
= = =
= = =
= = =
Calculate the diameters of the gears:
Identical pitch for gears 4 and 5 (mating gears)
Identical pitch for gears 6 and 7 (mating gears)
Example (Solution)
EME2056 THEORY OF MACHINES 60
2 3 4 5 6 7
3 5 7
2 4 6
2
7
( )( )( )
2.5 3 4
1 1.5 1.5
13.33
TV VR VR VR
d d d
d d d
e
e

=
| | | || |
| || || |
= =
| | |
| | |
\ .\ .\ .
\ .\ .\ .
=
=
Train value
Example (Solution)
EME2056 THEORY OF MACHINES 61
2
7
1800
135 135 ,
13.33
rpm
rpm rpm CW
TV
e
e = = = =

2 3 4 5 6 7
1
(1 2.5 1.5 3 1.5 4)
2
6.75 .
C r r r r r r
in
= + + + + +
= + + + + +
=
(a) Rotational velocity of gear 7
(b) Center distance 2-7
Example 7
EME2056 THEORY OF MACHINES 62
Design a gear train with a train value of +300:1.
No gear should have fewer than 15 teeth
(interference criteria) and more than 75 teeth
(size restriction).
Example (Solution)
EME2056 THEORY OF MACHINES 63
Separate train value into individual velocity ratios.
Due to size constraint, the maximum VR is:
Factor the TV into values no greater than VR
max
:
2
max
1
75
5
15
N
VR
N
= = =
300 ( 5)( 60) TV = =
( 5)( 5)(12)
( 5)( 5)( 4)( 3)
=
=
Example (Solution)
EME2056 THEORY OF MACHINES 64
Therefore, a gear train with gear pairs having ratios
of -5, -5, -4 and -3 nets a value of 300. A negative
value is used for each pair because it is more
desirable to use external gears.
Identity the number of teeth for each gear.
For VR
1-2
= -5, use gears with N
1
= 15, N
2
= 75
For VR
3-4
= -5, use gears with N
3
= 15, N
4
= 75
For VR
5-6
= -4, use gears with N
5
= 15, N
6
= 60
For VR
7-8
= -3, use gears with N
7
= 15, N
8
= 45
Example (Solution)
EME2056 THEORY OF MACHINES 65
The solution has four gear pairs, thus the output
rotation is in the same direction as input.
Sketch the train.
Since this is a design problem, more than one
possible solution exists.
2.4 Ordinary Gear Trains
EME2056 THEORY OF MACHINES
Transmission with axial shifting
Usually used in automotive transmission
Comprises several trains.
Allows rearranging of connections (meshings)
between gears by shifting them along the shaft
axis, and using clutch for engagement or
disengagement.
66
2.4 Ordinary Gear Trains
EME2056 THEORY OF MACHINES
Example: a three speed transmission.
67
2.4 Ordinary Gear Trains
EME2056 THEORY OF MACHINES
Position, path and speed ratios of the three speed
transmission:
68
2.5 Epicyclic Gear Trains
EME2056 THEORY OF MACHINES
Epicyclic gearing
Epicyclic gearing is a family of
enclosed gear arrangement
consist of the sun gear in the
center, meshing with one or
more planet gears.
69
The planet gears are mounted on a rigid frame
called planet carrier or crank arm that links the sun
and planet gears together.
The planet gears also mesh with an internal gear
called the ring gear or annulus.
2.5 Epicyclic Gear Trains
EME2056 THEORY OF MACHINES
The planets are equally spaced when there are
more than one.
Epicyclic gear trains are useful in transmitting high
velocity ratios in a comparatively lesser space
(compact design).
Applications: automatic transmission in automobile,
machine tools.
70
2.5 Epicyclic Gear Trains
EME2056 THEORY OF MACHINES
Classification
Epicyclic gear train has a number of modes of
operation; ability to alter train value.
There is a unique term for each arrangement
depending on which member is fixed, which is
input and which is output:
71
Arrangement Fixed member Input member Output member
Planetary Ring Sun Carrier
Star Carrier Sun Ring
Solar Sun Ring Carrier
2.5 Epicyclic Gear Trains
EME2056 THEORY OF MACHINES
Planetary epicyclic gear
72
2.5 Epicyclic Gear Trains
EME2056 THEORY OF MACHINES
Star epicyclic gear
73
2.5 Epicyclic Gear Trains
EME2056 THEORY OF MACHINES
Solar epicyclic gear
74
2.5 Epicyclic Gear Trains
EME2056 THEORY OF MACHINES
Epicyclic train analysis
The rotation of the carrier complicates the train
analysis.
There are two methods to determine the velocity of
each members:
Train value formulation method.
Superposition method (tabular analysis).
75
2.5 Epicyclic Gear Trains
EME2056 THEORY OF MACHINES
Superposition method
Step 1
Relax all constraints and fix the input member.
Rotate the originally fixed member by one
revolution (+1 rev).
Calculate the motion for all members.
Step 2
Rotate all members by one revolution in
opposite direction (1 rev).
76
2.5 Epicyclic Gear Trains
EME2056 THEORY OF MACHINES
Step 3
Superimpose the motions of step 1 and step 2.
This gives a net motion of zero for the fixed
member.
Step 4
Calculate the angular velocity for all members.
All steps are compulsory to be written down.
77
Example 8
EME2056 THEORY OF MACHINES 78
In an epicyclic gear train, the
carrier (2) serves as an input
to the train. The sun gear (1)
is fixed and has 30 teeth.
The planet gear (3) has 35
teeth. The ring gear (4)
serves as the output from
the train and has 100 teeth.
Determine the rotational velocity of all members
when the input shaft rotates at 1200 rpm CW using
tabular method.
Example (Solution)
EME2056 THEORY OF MACHINES 79
Step 1 - Relax all constraints. Fix the input member
(carrier). Rotate the originally fixed member (sun)
by +1 rev. Calculate the motion.
Example (Solution)
EME2056 THEORY OF MACHINES 80
Step 2 Rotate all members by 1 rev.
Step 3 Superimpose both steps.
Example (Solution)
EME2056 THEORY OF MACHINES 81
Step 4 Calculate the angular velocity for all
members.
2.6 Belt and Chain Drives
EME2056 THEORY OF MACHINES
Belt drives
Belt drives provide an inexpensive
means of transmitting energy and
motion; usually used when the
distance between shafts are large.
82
All belts rely on positive drive or friction drive
between the belt and pulley or sheave to
transmit force.
Application includes in Continuous Variable
Transmission (CVT)
2.6 Belt and Chain Drives
EME2056 THEORY OF MACHINES
Advantages:
Low maintenance, low cost, no lubrication.
Quiet and smooth operation.
Dampen (absorb) shock loadings that cause
vibrations
Disadvantages:
Tendency for belt to stretch.
Tendency for belt to jump from pulley under
shock loading.
Inefficiency related to slippage.
83
2.6 Belt and Chain Drives
EME2056 THEORY OF MACHINES
Types of belts
Flat belt:
Simplest type.
Advantageous on drives
with small size pulleys.
The pulleys are often
crowned or grooved to
increase friction.
Low torque applications.
84
2.6 Belt and Chain Drives
EME2056 THEORY OF MACHINES
V-belt:
Most widely used.
The V-shape causes the
belt to wedge tightly into
the pulley; increased
friction.
Higher torque applications.
Applications in automotive
and industrial machines.
85
2.6 Belt and Chain Drives
EME2056 THEORY OF MACHINES
Multi V-belt:
Integrated V-belts
placed side by side,
Thinner, larger
contact area.
Increased flexibility
and efficiency.
Application in high
performance engines.
86
2.6 Belt and Chain Drives
EME2056 THEORY OF MACHINES
Cog belt:
Similar V-belt design;
grooves form on the
inner surface.
Increased flexibility,
decreased energy loss
due to bending.
Application in diesel
powered engines.
87
2.6 Belt and Chain Drives
EME2056 THEORY OF MACHINES
Timing belt:
Has gear-like teeth;
engage with mating teeth
on the pulley (sprockets).
Flexible and positive
drive combination.
Also known as
synchronous belt.
88
2.6 Belt and Chain Drives
EME2056 THEORY OF MACHINES
Belt drives kinematics
The rotational direction depends type on drive.
Open belt drive (same direction)
89
2.6 Belt and Chain Drives
EME2056 THEORY OF MACHINES
Crossed belt drive (opposite direction)
90
2.6 Belt and Chain Drives
EME2056 THEORY OF MACHINES
The velocity ratio, VR is defined as the angular
speed ratio of the driver sheave over the driven
sheave:
91
1
2
driver
driven
VR
e e
e e
= =
2.6 Belt and Chain Drives
EME2056 THEORY OF MACHINES
Belt speed, v
b
is the linear velocity of the belt:
Therefore,
92
1
1 1 1
2
2 2 2
2
2
b
d
v r
d
r
e e
e e
| |
= =
|
\ .
| |
= =
|
\ .
1 2 2
2 1 1
r D
VR
r D
e
e
= = =
Example 9
EME2056 THEORY OF MACHINES 93
A belt drive is used to transmit power from an
electric motor to a compressor for a refrigerated
truck. The compressor must still operate when the
truck is parked and the engine is not running. The
electric motor is rated at 3550 rpm, and the motor
sheave diameter is 5 in. The compressor sheave
has 7.5 in. diameter.
Determine the operating speed of the compressor,
and the belt speed.
Example (Solution)
EME2056 THEORY OF MACHINES 94
Compressor speed:
Belt speed:
(5 )(3550 )
2367
(7.5 )
m m
c
c
D in rpm
rpm
D in
e
e = = =
5 2
3350 / 877 /
2 2 60
m
b m
D in
v rad s in s
t
e
| |
= = =
|
\ .
2.6 Belt and Chain Drives
EME2056 THEORY OF MACHINES
Chain drives
Chains use a series of precision metal links that
accurately mesh with teeth on the rim of the
sprockets (positive drive).
Chain drives are not as flexible as belt drives but
are stronger and more efficient.
The chain length is changed by adding or removing
a link.
95
2.6 Belt and Chain Drives
EME2056 THEORY OF MACHINES
Advantages includes no slippage, longer service
life, more effective at low speeds.
Tends to be noisy due to impact of the links with
the sprocket teeth.
Suitable for applications with large distances
between shafts, slow speed and high torque.
96
2.6 Belt and Chain Drives
EME2056 THEORY OF MACHINES
Lubrication
Low speed (v
c
< 650 fpm): manual lubrication;
periodically applied to the chain links.
Moderate speed (650 fpm < v
c
< 1500 fpm): bath
lubrication; lowest section of the chain dips into a
bath of oil.
High speed (v
c
> 1500 fpm): oil stream lubrication;
continuous stream delivered by pump.
97
2.6 Belt and Chain Drives
EME2056 THEORY OF MACHINES
Types of chains
Roller chain:
Most common type.
Quiet and efficient.
Need lubrication.
Multiple strand roller chain:
Multi roller chain integrated in
parallel.
Higher power capacity.
98
2.6 Belt and Chain Drives
EME2056 THEORY OF MACHINES
Offside bar roller chain:
Less expansive than roller
chain.
Slightly less power capacity.
Silent chain (inverted tooth):
Most expensive.
High speed applications;
quiet and smooth.
99
2.6 Belt and Chain Drives
EME2056 THEORY OF MACHINES
Chain drives kinematics
Velocity ratio is given as:
Velocity of the chain is given by:
where D is the pitch diameter of
the sprocket:
100
1 2 2 2
2 1 1 1
r D N
VR
r D N
e
e
= = = =
2
c
D
v e =
D
2.7 Screw Mechanism
EME2056 THEORY OF MACHINES
Screw mechanism
Designed to convert rotary motion to linear
motion.
Comprises the screw, frame, and the nut
slider, a component sliding on the screw.
Used in application that requires a precise
transmission for converting motion between a
rotation and a translation; example: lathe
machine, precision position control.
101
2.7 Screw Mechanism
EME2056 THEORY OF MACHINES
Thread features
For a screw to function, there must be two mating
parts; with internal thread and external thread.
Two most common features: pitch and pitch
diameter.
102
2.7 Screw Mechanism
EME2056 THEORY OF MACHINES
Thread forms
Defines the shape of the thread.
Unified thread: most common,
used for positioning mechanism.
Metric thread: with a flat root.
Square thread: strong; used to
transfer power, have been
generally replaced with ACME
thread (difficult to machine).
103
2.7 Screw Mechanism
EME2056 THEORY OF MACHINES
ACME thread: similar to square
threads, but with slope sides;
used when rapid movement is
required, example in industrial
machines.
104
2.7 Screw Mechanism
EME2056 THEORY OF MACHINES
Ball screws
The sliding contact
between the screw and
the nut is replaced with
rolling contacts of balls in
grooves along the screw.
Reduced friction, less
power requirement.
105
EME2056 THEORY OF MACHINES 106
END OF CHAPTER
REFERENCES
C. E. Wilson and J. P. Sadler, "Kinematics and Dynamics of
Machinery", 3
rd
ed., Pearson Prentice-Hall, 2006.
D. H. Myszka, Machines and Mechanisms: Applied Kinematic
Analysis, 3
rd
ed., Prentice-Hall, 2005.
R. L. Norton, Kinematics and Dynamics of Machinery,
McGraw-Hill, 1
st
ed., 2009.
J. E. Shigley and C. R. Mischke, Mechanical Engineering
Design, 6
th
ed., McGraw-Hill, 2004.
EME2056 THEORY OF MACHINES 107
REFERENCES
D. W. South and J. R. Mancuso, Mechanical Power
Transmission Components, Marcel Dekker, 1994.
T. E. Scott, Power Transmission: Mechanical, Hydraulic,
Pneumatic, and Electrical, Prentice-Hall, 2000.
O. Vinogradov, Fundamentals of Kinematics and Dynamics
of Machines and Mechanisms, CRC Press, 2000.
EME2056 THEORY OF MACHINES 108
Appendix
EME2056 THEORY OF MACHINES 109
Appendix
EME2056 THEORY OF MACHINES 110
Appendix
EME2056 THEORY OF MACHINES 111
Appendix
EME2056 THEORY OF MACHINES 112
Appendix
EME2056 THEORY OF MACHINES 113
Appendix
EME2056 THEORY OF MACHINES 114
Appendix
EME2056 THEORY OF MACHINES 115

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