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24 GEAR SOLUTIONS OCTOBER 2004 gearsolutionsonline.

com
engineering principles
for
PLASTIC GEARS By Rudy Walter

In many instances, plastic materials perform markedly


better than do metalsespecially in gears. Read on
to learn the details that will allow you to make
the best choice for your operation.

ince founding Timco in 1967, Ive been riding a mating surfaces of high quality), absorbs less moisture

S steep learning curve regarding plastic materials and


the machine parts that we make from engineered
plastics. Just when I thought that this strenuous
curve was about to level off due to my retirement,
my colleagues asked me to write about machined plastic
gears. I hope this information will be useful to you.
The following is written for metric gear calculations, and some
and is dimensionally more stable, but it is also less suit-
able for small precision gears.
3) PA 6 G (Cast Polyamide 6): the high degree of crystal-
lization makes PA 6 G especially wear resistant.
4) Calaumid 612/612-Fe (cast PA 6/12): this polyamide
is engineered toward toughness against shock loads,
with wear resistance similar to PA 6 G. (Calaumid is a
of the metric terminology has been retained. As an example, the Timco exclusive)
term modul can be equated with diametrical pitch. 5) Calaumid 1200/1200-Fe (cast PA 12): a lower degree
of moisture absorption gives better dimensional stability. It
has excellent wear resistance and withstands high shock loads.
Plastic Materials 6) PA 6 G + Oil (Cast Polyamide 6 + Oil): the addition of
Properly selected plastic materials offer better performance lubricating oil into the PA 6 G provides very good dry
than metals when all or some of the following requirements running and wear resistant properties.
must be satisfied: 7) POM-C (Polyacetal-C): this Acetal absorbs very little
moisture, which makes it suitable for precision gears,
Low maintenance but it needs continuous lubrication under high loads.
Wear resistance when running dry 8) UHMW-PE (ultra-high molecular weight polyethylene):
Low noise PE absorbs no moisture, is dimensionally stable, resist-
Vibration dampening ant against chemicals, and dampens vibrations, but it is
Corrosion-proof suitable only for low loads.
Low inertia due to low rotating mass, light weight
Low manufacturing cost There are limitations of speed and load for plastic gears, of
course. Metal gears usually operate well within the tempera-
Polyamides can be engineered toward one or more require- ture limits of the material. The design of plastic gears, howev-
ments, as is shown by the following listing of the plastic er, must always take into consideration the increase in tem-
materials most commonly used for manufacturing gears: perature which is caused by friction, pressure, and speed. The
following paragraphs will show how ones design can safely
1) PA 6 (Polyamide 6): this material is wear resistant and stay within these limits.
absorbs impact even under rough conditions, but it is
less suitable for small precision gears. Quality of Mating Gear:
2) PA 66 (Polyamide 66): compared to PA 6, this extruded The gear which mates with a plastic gear can also be of plastic,
polyamide offers better wear resistance (except against but only in slow and lightly loaded applications. Otherwise,

gearsolutionsonline.com OCTOBER 2004 GEAR SOLUTIONS 25


case-hardened steel is the best mating material because it dissipates run-in period. The waviness may even offer lubricant pockets,
friction heat quickly. The harder the steel, the slower the wear on but it does not lower the quality of the gear.
the gear wheel and pinion. We recommend a surface quality of Depending on the modul, gears of AGMA 9-10 qualities can
Rt = 8 to 10 m, both for dry and lubricated applications. be achieved with the milling of plastic gears. Timco manufac-
The driving pinion is always subject to greater wear, there- tures plastic gears both according to metric standards and
fore the pinion should always be of the more wear resistant according to ANSI. The load bearing surfaces of plastic gears are
material (e.g., steel pinion/plastic gear wheel; PA pinion/ somewhat pliable, and wider tolerances can be allowed due to
POM gear wheel). the elasticity of the plastic. Therefore, compared to steel gears,
the quality of plastic gears can be reduced by up to two AGMA
Lubrication: grades. The backlash may be increasedcompared to steel
Automatic lubrication will improve the break-in performance gearsby one to two quality grades in order to allow for the
and the overall lifetime considerably. Plastics which are engi- effect of temperature and moisture upon the plastic.
neered with oil additivessuch as PA 6 G + Oilprovide
much longer lifetimes than all other plastics. Continuous oil
lubrication results in better friction heat dissipation and Design Details
longer useful lifetime, or higher load bearing capacity. With This article concerns itself mainly with spur gear design.
grease lubrication, the circumferential speed should not be However, plastic can also be used for bevel gears, step gears,
higher than 5 m/sec so that the gear does not sling off the herring bone gears, worm gears, and others.
grease. We do not recommend that you lubricate polyamides
with water because the material tends to absorb water. Face Width:
The face width of a plastic gear tooth may be as wide as the
Noise Generation: gear diameter. The minimum width is limited by the axial
The excellent noise dampening properties of plastics result in a stability of the gear wheels. We have no test results for the
quieter-running gear. The graph below shows noise generation connection between face width and lifetime, or about the
in dB of steel against steel a and of steel against plastic b at most-efficient face width. However, our experience in many
increasing speeds. The difference is as much as 9 dB. Steel applications indicates that face width should be at least six to
against steel generates up to three times as much noise than eight times the modul of the gear.
does steel against plastic. Noise equals wear: When we replaced When mating steel and plastic, the plastic gear face should
the noisy steel pinion gears in the drying section of a paper mill be slightly narrower than the face of the steel gear. The plastic
with PA6G gears, the noise disappeared, and one could stand a gear is then contacted under load over its entire width, and
nickel upright on the housing of the running gear. no groove can be worn into the plastic face.

Module, Pressure Angle, and Number of Teeth:


The load bearing capacity of plastic gears is directly affected by
the choice of modul and pressure angle. The root strength of the
teeth increases if the modul or pressure angle is increased while
the transmitted force stays the same. This increase is smaller with
plastic gears because the contact ratio decreases and it is no
longer possible to engage several teeth simultaneously.
A higher contact ratio, however, can be better for increasing
the load bearing capacity, rather than increasing the root
strength of the individual tooth: For tough elastic thermo-
plastics, a small modul is preferred (contact ratio increased,
several teeth engage simultaneously). For hard thermoplas-
tics, a large modul is preferred (root strength of the teeth is
increased because a higher contact ratio is not possible with
the hard material).
The pressure angle for involute plastic teeth is defined at 20.
Pressure angles <20 result in thinner teeth of less load capacity,
with steep tooth profiles but low running noise. Pressure angles
>20 produce more-pointed, thicker teeth with greater root
Manufacture of Plastic Gears: strength. The ratio of the number of teeth in high speed gears
Plastic gears are manufactured with the same machining should not be an integer multiple. The same teeth should not
process as are metal gears, usually milling or hobbing. The always engage, because this would promote accelerated wear.
very low cutting forces permit high infeed rates. This reduces
manufacturing cost. Milling with high rates of infeed may Helical Gearing:
produce a wavy, rough surface which may seem detrimental Helical plastic gears run quieter with a small helix angle than
to long-term performance. However, the load bearing sur- do spur gears. The increase in load capacity, however, is
faces of the plastic teeth will become smooth during a dry smaller than would be expected with steel gears. The face

26 GEAR SOLUTIONS OCTOBER 2004 gearsolutionsonline.com


contact line may be longer and several teeth engage simulta-
neously, but the load is distributed unevenly and the teeth
get deformed. Helical plastic gears are calculated like metal
gears, using a spur gear of similar size. = 10 - 20 is the
preferred helix angle.

Backlash and Clearance:


The material-specific designing of backlash and clearance is
important due to the high thermal expansion rates of plastic
materials. A minimum backlash must be guaranteed. We rec-
ommend a minimum face clearance of about 0.04 x modul.
Thus, the backlash at start-up is:

Se = Seo + 2 l sin (k kF) [mm]


Seo = minimum face clearance in mm
l = total distance in the plastic material between the
rotating axes in mm
= pressure angle
k = factor of elongation
kF = factor for moisture absorption

We recommend an initial clearance of 0.3 x modul. This


allows for temperature variations of 20.C as well as for
tolerance variations.

Power Transmission:
Key and keyway connections are used for plastic gears, too.
The load bearing side of the keyway must be dimensioned so
that the permissible contact pressure of the plastic is not exceed-
ed. This maximum contact pressure is:

Md 103
PF = [MPa]
i rm h b

Ma = torque in Nm
i = number of keys
rm = radius from the shaft center to the center of the key
way in the plastic, in mm
h = height of the key in the plastic gear which engages the
plastic in mm
b = length of key in the plastic gear which engages the
plastic in mm

The resulting value must be compared with Diagram 1.


It may not exceed the values which are permissible for the
specific plastic material. However, this value does not include
a safety factor
for shock loads
or other
reserves. We rec-
ommend a safe-
ty factor of
between 1.5 and
4. Keyways in
plastic should
be machined
with a radius in
the corners, if at
Diagram 1 all possible,

28 GEAR SOLUTIONS OCTOBER 2004 gearsolutionsonline.com


because of the notch sensitivity of the i+1 k2 17100 k
plastic material.
There are several other designs for
1,2 = U + P 136 (

z1,2 + 5i b z1,2 (vm)3/4 A)
+ 7.33 3 [C]

connecting a steel hub to the plastic Where:


gear. A press-fitted steel hub secured
with bolts allows for keyways and keys Index 1 for the pinion
designed according to traditional guide- Index 2 for the wheel
lines for metals.
Another very good alternative design
is the material Calaumid 612 Fe or
Calaumid 1200 Fe. The metallic core
is securely connected with the plastic
gear. Keyways and keys can again be
designed according to traditional guide-
lines for metal.

Calculating Thermoplastic Gears


Thermoplastic gears fail prematurely for
mostly the same reasons, and with the
same symptoms, as do gears made of
steel. Therefore, the calculation of plastic
gears does not use different methods.
The only difference is the inclusion of
material-specific properties in the form
of correction factors. The calculations for
torque, circumferential force, and circum-
ferential speed use the formulas which
apply to steel gears.

Estimated Tooth Temperature in


Continuous Operation:
Temperature plays a major role in estab-
lishing the load capacity of plastic gears.
The tooth body temperature sets the per-
missible loading and deformation of the
tooth base. The tooth face temperature
allows an approximation of the rate of
wear. An accurate determination of both
temperatures is difficult. The heat trans-
mission coefficient on a rotating gear
wheel can only be estimated approxi-
mately. Thus, the calculation of the tooth
face temperature may sometimes result in
a very high number; higher even than the
melting temperature of the plastic.
However, we have not yet observed a
melting of plastic gear tooth faces.
The following formula presents an
estimate of the temperature of the gear.
Because it is an estimate, the calculated
temperature may sometimes result in a
higher value than the actual tempera-
ture. This is used as an extra safety fac-
tor. The calculations below take into
account the friction heat, the rate of
heat dissipation from the gear, and from
the gear housing to the outside. We
arrived at the following formula:

gearsolutionsonline.com OCTOBER 2004 GEAR SOLUTIONS 29


Diagram 2

U = ambient temperatures in C
P = power in kW
= coefficient of friction
z = teeth
i = transmission ratio z1/z2 with z1 = number of
teeth in pinion
b = width of the tooth face in mm
v = circumferential speed in m/sec
m = module in mm Diagram 3
A = surface of the gear box in mm2
k2 = material-related factor
k3 = gear-related factor in m2K/W

For factor k2 the following must be included


depending on the temperature to be calculated:

Factor k2 :

k2 = 7 for mating components steel/plastic


k2 = 10 for mating components plastic/plastic
k2 = 0 in the case of oil lubrication
k2 = 0 at v 1 m/sec

Factor k3 and the coefficient of friction :

k3 = 0 for completely open gear m2K/W


k3 = 0.043 to 0.129 for partially open gear in
m2K/W
k3 = 0.172 for closed gear in m2K/W
Diagram 4
= 0.04 for gears with permanent lubrication
= 0.07 for gears with oil mist lubrication
= 0.09 for gears with automatic lubrication Tooth Temperature in Intermittent Operation:
= 0.2 PA/steel The load capacity of plastic gears increases if they operate intermit-
= 0.4 PA/PA tently because less friction heat is generated. The relative duty cycle
= 0.25 PA/POM ED is considered in the following equation by a correction factor f .
= 0.18 POM/Stahl This relative duty cycle is defined as a percentage of the load time t
= 0.2 POM/POM and the overall cycle time T

30 GEAR SOLUTIONS OCTOBER 2004 gearsolutionsonline.com


Please note that each operating time which exceeds 75 minutes, even if this hap-
pens only once, must be considered as continuous operation. Considering the cor-
rection factor f, we can calculate the tooth face temperature and the tooth body
temperature:

i+1
1,2 = 9U + P f 136
z1,2 + 5i

(b kz2 17100
1,2 (vm)
3/4
+ 7.33
k3
A )[C]

The values for k2 and k3 and, F and zul and the coefficient of friction can be
taken from the preceding paragraph (Continuous Operation).

T H E S E V E N T H L A R G E S T U S E D M AC H I N E RY WA R E H O U S E I N T H E W O R L D

Diagram 5

t
ED = 100[%]
T

t = total operating time under load


within the cycle time T in min
T = cycle time in min

A total cycle time T = 75 min has Mohawk Machinery has been helping companies get
been established for thermoplastic MAXIMUM RETURNS on equipment
gears. The sum of all individual oper- for more than 50 years.
ating times under load during these
75 minutes is the total operating WE HAVE A VARIETY OF FLEXIBLE SERVICES
time t. Using the value which resulted TO FIT YOUR NEEDS
from this calculation, the correction
factor f can be determined from
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gearsolutionsonline.com OCTOBER 2004 GEAR SOLUTIONS 31


Calculation of the Root Strength of the Teeth:
If the tooth root stress f under load exceeds the permissible stress zul,
breakage of teeth is likely. Therefore the tooth root stress must be calcu-
lated and compared with the permissible values. The calculation must be
made separately for either part where both pinion and gear are made of
plastic. The tooth root stress is:

FU
f = KB YF Y Y [MPa]
b m

FU = circumferential force in N
b = tooth width in mm (use smaller width + m for the wider gear when
widths of pinion and gear are different.)
m = modul in mm
KB = operating factor for variations in drive operation
YF = tooth shape factor from Diagram 3
Y = helix factor to allow for the increased load capacity of helical
gears

For plastic gears, use Y = 1.0


Y = contact ratio factor from table 1; Y = 1/ and = 1 + 2

For profile-corrected gears, the factor Y must be adjusted accordingly:


Z1
= (tan1 - tanA1)
2 Diagram 6

There are many things to consider when placing an order with a gear
manufacturer, such as trust, confidence and level of integrity. Spending
money correctly is also a primary concern, but so is getting a reliable
product, on-time that fits YOUR particular gear needs.

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Carnes-Miller Gear... The Gear People www.cmgear.com


362 Browns Hill Road P.O. Box 268 Locust, NC 28097

32 GEAR SOLUTIONS OCTOBER 2004 gearsolutionsonline.com


The value tanE1 is dependent on correction value: The values of tanE1 and tanA2 can be taken from
Diagram 5. The effective pressure angles tw and tantw are
dK1
D1 = calculated from the profile correction x1,2 and the number of
dG2 teeth z1,2 where Index 1 stands for the pinion and Index 2 for
the large gear. The effective pressure angles for spur gears are
Where: shown in Diagram 4.
dK1 = outside diameter of pinion
dG2 = base diameter of large wheel
Calculation of Gear Face Load Capacity:
And: Excessive gear face loading may cause pitting or excessive
wear. This wear is concentrated at the root and crest of the
Z2
[
tanA1 = tantw 1+
Z1
] - ZZ
2

1
tanA2 tooth. It leads to a change in the tooth profile and, conse-
quently, to uneven motion transmission.
The tooth face pressure must be checked to determine
The value tanA2 is dependent on the correction value whether it is still within the permissible face pressure H. This
will preclude premature failure due to pitting and/or wear.
dK1 For plastic gears the material factor ZM is added to the stan-
D2 =
dG2 dard formula in order to consider the plastic material:


Where:
FU z1 + z2
dK2 = outside diameter of pinion H = KB Z ZH ZM [MPa]
b d0 z1
dG1 = base diameter of pinion

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gearsolutionsonline.com OCTOBER 2004 GEAR SOLUTIONS 33


ZM = 0,38 E and E =
E1 E2
E1 E

E1 = modulus of elasticity for the pinion material


E2 = modulus of elasticity of gear wheel material

This takes into consideration the different moduli of differ-


ent materials of pinion and gear. The factor ZM for mating of
plastic with steel may be taken from diagram 6.
The mating of two plastic gear wheels results in ZM(K/K)
1
ZM(K/K) = ZM(K/St)
2
If the gear wheel and pinion are made of different plastics,
the factor ZM(K/St) which is valid for the softer plastic should
be used.

Safety Factors:
We recommend the following minimum safety factors,

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34 GEAR SOLUTIONS OCTOBER 2004 gearsolutionsonline.com


Please contact Timco concerning the 3) Calaumid 1200/1200-Fe: a pure
diagrams for permissible tooth root PA-12 tough-hard polyamide with
stresses and tooth face pressures (con- less moisture absorption and good
tact information at end of article). dimensional stability that is suit-
able for shock loads, with metal
Plastic Materials Engineered core to permit use of standard
for Gear Manufacturing: steel keyways and keys.
The three grades of polyamide listed at
the beginning of this article are particu-
larly applicable for manufacturing gears:

1) PA 6 G + Oil: a polyamide with ABOUT THE AUTHOR:


an additive of lubricating oil Rudy Walter is the founder and retired
which makes it most suitable for president of Timco, Inc., a manufacturer
dry-running applications. and distributor of engineered plastic
depending on the type of operation: 2) Calaumid 612/612-Fe: a tough parts that is based in Peekskill, New
Normal operation: 1.2 polyamide for shock-load applica- York. For more information call (914)
Frequent reversals: 1.4 tions. It has a metal core which 736-0206 or send e-mail to
Continuous operation with stress allows the use of standard steel sales@timco-eng.com. The companys
reversal: > 2 keyways and keys. Web site is [www.timco-eng.com].

gearsolutionsonline.com OCTOBER 2004 GEAR SOLUTIONS 35

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