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Involute Splines Component Generator

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    Calculates and designs involute spline joints. Generator designs an applicable spline width, bending, and pressure loading are also checked. Only shaft teeth are part of the calculation because the stress in the shaft is greater than the hub teeth that have a greater root thickness.

    Couplings with involute splines are suitable for transfers of great, cyclical, and shock torsional moments. This type is used both for fixed and for sliding couplings of cylindrical shafts with hubs. The use is similar as with parallel splines.

    Advantages of the coupling:

    • Lower pressures than couplings with keys, higher loading capacity of the coupling
    • Lower wear of sliding couplings.
    • Suitable also for cyclical torsional moments.
    • Easy assembly and disassembly of the coupling.

    Advantages of the coupling compared with parallel splines:

    • Higher number of teeth (lower pressures, higher loading capacity of the coupling, more uniform distribution of forces along the perimeter, option of fine adjustment of the hub on the shaft).
    • Lower weakening of the shaft, lower notch coefficient.
    • Economical lot production using a hobbing method.
    • High accuracy of production similarly as with accurate gears.

    Disadvantages of the coupling:

    • Higher production costs than couplings with keys.
    • Higher notch coefficient than couplings with keys.
    • Difficult execution of alignment and perpendicularity of the coupling.
    • Nonparallelism of sides of the teeth causes additional radial forces in the coupling. These forces then try to open the hub.

    The splined profile is shaped as involute toothing in the cross section, with basic angles of the profile 30°, 37.5° or 45°. It is centered to the outer diameter or sides of the teeth. Centering to the diameter is more accurate, centering to sides is more economical and is used much more frequently in practice The groove bottom can be flat or rounded.

    Tip See the Engineer's Handbook for used calculation formulas and other instructions for designing involute spline joints.

    Procedures

    How to design involute splines

    Insert involute spline connection

     
    1. On the ribbon, click Design tab Power Transmission panel Involute Splines.
    2. On the Design tab:
      • Click the arrow next to the Splines Type edit field to select the spline.
      • Enter the spline dimensions.
      • Specify the position of a shaft groove. You can either create new shaft groove or select existing groove. According to your selection the placement options in the Shaft Groove area are enabled.
      • Specify the position of a hub groove.
      • In the Select Objects to Generate area, select the objects you want to insert. By default, both options are enabled. Disable the options by clicking icons.
    3. Select OK.
    NoteYou can switch to the Calculation tab to perform a calculation and strength check. The calculation is performed when you click Calculate.

    Edit involute spline connection

     
    1. Open the Autodesk Inventor assembly with the already inserted Design Accelerator involute spline connection.
    2. Select the involute spline connection, right-click to display the context menu and click the Edit Using Design Accelerator command.
    3. You can add components to the connection or change dimensions. You cannot delete a component from connection. Inserted components cannot be deleted from Involute Splines Generator. You can only delete them in the Autodesk Inventor assembly.

    Insert individual connection component - shaft groove

     
    1. On the ribbon, click Design tab Power Transmission panel Involute Splines.
    2. On the Design tab:
      • Click the arrow next to the Splines Type edit field to select the spline.
      • Enter the spline dimensions.
      • Specify the position of a shaft groove. You can either create new shaft groove or select existing groove. According to your selection the placement options in the Shaft Groove area are enabled.
      • Specify the position of a hub groove.
      • Click the second icon in the Select Objects to Generate area to disable the hub groove insertion so that only the shaft groove is inserted.
    3. Select OK.
    NoteYou can switch to the Calculation tab to perform a calculation and strength check. The calculation is performed when you click Calculate.

    Additional insertion of connection components

     
    1. Open the Autodesk Inventor assembly with the already inserted Design Accelerator involute splines connection.
    2. Select the involute spline connection, right-click to display the context menu and click the Edit Using Design Accelerator command.
    3. On the Select Objects to Generate section, click the icon for the inserted object (shaft groove, hub groove).
    4. Specify the geometry.
    5. Select OK.

    Calculate involute spline

     
    1. On the ribbon, click Design tab Power Transmission panel Involute Splines.
    2. On the Design tab, click the arrow next to the Splines Type edit field to select the spline and enter the spline dimensions.
    3. Switch to the Calculation tab.
    4. Select the method and type of strength calculation.
    5. Enter the calculation values. You can change the values and units directly in the edit fields.
    6. Click Calculate to perform the calculation.
    7. Calculation results are displayed in the Results area. The inputs that fail the calculation are displayed in red (their value does not correspond with other inserted values or calculation criteria). Reports of the calculation are displayed in the Summary of Messages area which is displayed after clicking the chevron in the right lower part of the Calculation and Design tabs.
    8. If the calculation indicates design compliance, click OK.

    References

    Involute Spline Generator - Design tab

    Sets parameters for calculation of an involute spline.

    Access:

    Ribbon: Design tab Power Transmission panel Involute Splines

    Dimensions

    Specifies basic spline properties.

    Splines Type

    Specifies the spline type you select in the dialog box displayed when you click the arrow next to the Splines Type edit field. Click the spline type, and it is entered into the edit field.

     

     

    NoteTypes of splines are displayed according to the selected standard, either metric or English, depending on the selected Autodesk Inventor assembly.

    Spline

    Spline dimensions are updated based on the selected spline.

    Length

    Specifies the spline length.

     

    Displays the Tolerances dialog box where you can enter tolerances.

    Shaft Groove

    Specifies and places the shaft groove.

    You can insert the spline based on the existing shaft groove, or create a groove. According to your selection, buttons for placement are enabled in the Shaft Groove box.

    • Create new - creates a shaft groove.
    • Select Existing - specifies an existing shaft groove feature from Autodesk Inventor you select, and based on the dimensions finds the appropriate spline.
      NoteWhen you use this option, the existing shaft groove is not modified.

    Reference 1

    Select cylindrical face.

    Reference 2

    Selects a start face or work plane with the flip option.

     

     

    NoteThe Flip option is available only if work plane is selected.

    Orientation

    Specifies the orientation plane used for the groove placement on the cylindrical face (automatically selects the orientation plane).

     

     

    NoteIf a generator encounters a problem, select the orientation plane.

    Radius

    Specifies the radius.

    Hub Groove

    Specifies placement of the created hub groove.

    • Create new - creates a shaft groove.
    • Select Existing - specifies an existing shaft groove feature from Autodesk Inventor you select, and based on the dimensions finds the appropriate spline.
      NoteWhen you use this option, the existing shaft groove is not modified.

    Reference 1

    Specifies the start/end planar face or workplane you select. If the program encounters a problem with the end face, select it.

    Reference 2

    Specifies a start point (can be cylindrical edge or work point) with the flip option you select.

     

     

    NoteThe Flip option is available only if work plane is selected.

    Orientation

    Specifies the orientation plane used for the groove placement on the cylindrical face (automatically selects the orientation plane).

    Radius

    Specifies the radius you enter.

    NoteWe recommend that you have a hub groove without an inside hole. The designed hub groove creates the hole according to the inserted values. If the hub groove diameter is bigger than the selected diameter, the design fails and the hub groove is not created.

    Select Objects to Generate

    Two options define what is inserted:

     

    Shaft Groove Generates a shaft groove on the selected geometry.

     

    Hub Groove Generates a hub groove on the selected geometry.

    NoteThe curve used in a Spline groove is not truly involute but only a close approximation.

    By default, both options are enabled. To disable an option by click the icon.

    NoteIf an object (shaft or hub groove) is inserted, it is not possible to change it during an edit.
    NoteIf shaft and hub grooves are inserted, their mutual position is automatically fixed by a constraint so their positions cannot be changed individually.

    Results

    To display the Results area on the right side of the Calculation and Design tabs, double-click the double line on the right or click the chevron.

    The area displays the calculated values and the spline strength check. Values are calculated when you click Calculate.

    The units of the results values can be changed. Double-click the specified value you want to change.

    Summary of Messages

    Displays the reports about calculation.To open the Summary of Messages area at the bottom of the Calculation and Design tabs, double-click the double line at the bottom of tabs or click the chevron at the bottom of the tabs.

    Graphical Preview

    A graphic preview of the selected geometry is displayed. You can use grips to specify spline length, for example.

    Calculation Tab

    Toolbar Commands

    Involute Splines Generator - Calculation tab

    This tab extends the Design tab. Calculates generator data based on selections in the Design tab.

    Access:

    Ribbon: Design tab Power Transmission panel Involute Splines and click the Calculation tab.

    Strength Calculation

    Method

    ANSI Method

    Performs calculation according to the ANSI standards.

     

     

    Note: This method is available only if you select ANSI spline in the Design tab.

    Common Method

    Performs calculation according to the basic formula when pressure equals force on plane.

    Metric Method

    Performs calculation based on CSN 014950 standard.

    Type

    Check Calculation

    Performs a strength check for the specified load, dimensions, and joint properties.

    Length Design

    Designs the optimum active spline length for the specified load, spline diameter, and joint properties.

    Loads

    Loading is entered through power, speed, or torque, depending on the method selected.

    Power, Torque Speed

    Calculates the speed according to the power and torque.

    Torque, Speed Power

    Calculates the power according to the torque and speed.

    Power, Speed Torque

    Calculates the torque according to the power and speed.

    Dimensions

    Spline

    Choose a dimension of the spline.

    Hollow Shaft Inner Diameter

    If you use a hollow shaft in the coupling, enter the inner diameter of the shaft here. This parameter effects the size of loading of the shaft in torsion and considerably affects determination of the minimum permitted diameter of the shaft.

    Hub Outside Diameter

    Choose the outside diameter of the hub.

    Spline Length

    Choose a length of spline within the standard specified range so that it is larger than the minimum length.

    Joint Properties

    Desired Safety

    With regards to accuracy and credibility of input information, importance of the coupling, quality of production and accuracy of the calculation, it is chosen in a range from 1.5 to 3.

     

     

    Orientation values for choice of safety:

     
    • 1.3 to 1.5 - Very accurate input information, perfect knowledge of material characteristics, high quality and exact following of production technology; insignificant couplings, damage to which does not cause any serious consequences.
    • 1.5 to 1.8 - Less accurate calculation without any experimental verification, lower accuracy in production technology, couplings of lower importance.
    • 1.8 to 2.5 - Decreased accuracy of calculations, approximate determination of material characteristics, inaccurate knowledge of actual effects of external loading; large diameters of shafts, important couplings, damage to which could jeopardize human life or bring about high material losses.
      NoteEven higher levels of safety are used in cases of couplings working in a corrosive environment or at high temperatures.

    Shaft Material

    In the material edit field, specify your own material values or select a material from Material Database. If a material is selected from Material Database, its value is inserted into the following edit field, and the edit field is locked. To unlock the field, clear the check box.

    Allowable Pressure

    Enter the allowable pressure of the spline material with the least quality in the Joint Properties group. The spline is checked for pressure during the strength check.

    Allowable Shear Stress

    Enter the allowable pressure of the spline material with the least quality in the Joint Properties group. This value is used in designing the minimum shaft diameter.

    Allowable Compressive Stress

    Available only if you select the ANSI spline in the Design tab.

    Hub Material

    In the material edit field, specify your own material values or select a material from Material Database. If a material is selected from Material Database, its value is inserted into the following edit field, and the edit field is locked. To unlock the field, clear the check box.

    Allowable Pressure

    Enter the allowable pressure of the spline material with the least quality in the Joint Properties group. The spline is checked for pressure during the strength check.

    Allowable Shear Stress

    Enter the allowable pressure of the spline material with the least quality in the Joint Properties group. This value is used in designing the minimum shaft diameter.

    Allowable Compressive Stress

    Available only if you select the ANSI spline in the Design tab.

    Allowable Tensile Stress

    Available only if you select the ANSI spline in the Design tab.

    Results

    To display the Results area on the right side of the Calculation and Design tabs, double-click the double line on the right or click the chevron.

    The area displays the calculated values and the key strength check. Values are calculated when you click Calculate.

    The units of the results values can be changed. Double-click the specified value you want to change.

    Summary of Messages

    Displays the reports about calculations. To open the Summary of Messages area at the bottom of the Calculation and Design tabs, double-click the double line at the bottom of tabs or click the chevron.

    Design Tab

    Menu Commands

    Tolerances (for ANSI Metric standard)

    Specifies the tolerance class and fit class.

    Access:

    Ribbon: Design tab Power Transmission panel Involute Splines. In the Involute Spline Connection Generator, click next to the Length edit field.

    OK

    Confirms the selection and closes the dialog box.

    Cancel

    Closes the dialog box.

    Tolerance class

    Select the class of the tolerances.

    This standard includes four classes of tolerances on space width and tooth thickness to provide a range of tolerances to meet a design need. The classes are variations of the former single tolerance which is now Class 5 and are based on the formulas shown in the footnote of Table 4. All tolerance classes have the same minimum effective space width and maximum effective tooth thickness limits so that a mix of classes between mating parts is possible.

    For other tolerance classes:

    Class 4 = 0.71 x Tabulated value

    Class 5 = As tabulated in table

    Class 6 = 1.40 x Tabulated value

    Class 7 = 2.00 x Tabulated value

    Tolerance class

    Select the class of fit.

    The Standard provides the same internal minimum effective space width and external maximum effective tooth thickness for all tolerance classes. It is possible to interchange an assembly between mating splines regardless of the tolerance class of the individual members, and permits a tolerance class "mix" of mating members. This arrangement is often an advantage when one member is considerably less difficult to produce than its mate, and the "average" tolerance applied to the two units is such that it satisfies the design need. For example, by specifying Class 5 tolerance for one member and Class 7 for its mate, an assembly tolerance in the Class 6 range is provided.

    Fit Classes: Four classes of side fit splines are provided: spline fit class H/ h having a minimum effective clearance, cv = es = 0; classes H/ f, H/ e, and H/ d having tooth thickness modifications, es , of f, e, and d, respectively, to provide progressively greater effective clearance cv. The tooth thickness modifications h, f, e, and d are fundamental deviations selected from ISO R286, "ISO System of Limits and Fits." They are applied to the external spline by shifting the tooth thickness total tolerance below the basic tooth thickness by the amount of the tooth thickness modification to provide a prescribed minimum effective clearance cv.

    Design Tab

    Tolerances (for ANSI standard)

    Specifies the tolerance class and spline type.

    Access:

    Ribbon: Design tab Power Transmission panel Involute Splines. In the Involute Spline Connection Generator, click next to the Length edit field.

    OK

    Confirms the selection and closes the dialog box.

    Cancel

    Closes the dialog box.

    Spline Type

    Straight-toothed Spline

    Toothed splines for small angle inaccuracy (maximum 1 degree).

    Crowned Spline - flexible

    External splines with crowned teeth for misalignment up to five degrees.

    Tolerance class

    Select the class of the tolerances.

    This standard includes four classes of tolerances on space width and tooth thickness. This provides a range of tolerances for selection to meet a design need. The classes are variations of the former single tolerance which is now Class 5 and are based on the formulas shown in the footnote of Table 4. All tolerance classes have the same minimum effective space width and maximum effective tooth thickness limits so that a mix of classes between mating parts is possible.

    For other tolerance classes:

    Class 4 = 0.71 x Tabulated value

    Class 5 = As tabulated in table

    Class 6 = 1.40 x Tabulated value

    Class 7 = 2.00 x Tabulated value

    Types and Classes of Involute Spline Fits

    National Standard for involute splines, the side fit, and the major diameter fit.

    Dimensional data for flat root side fit, flat root major diameter fit, and fillet root side fit splines are tabulated in this standard for 30-degree pressure angle splines; but for only the fillet root side fit for 37.5- and 45-degree pressure angle splines.

    Side Fit: In the side fit, the mating members contact only on the sides of the teeth; major and minor diameters are clearance dimensions. The tooth sides act as drivers and centralize the mating splines.

    Major Diameter Fit: Mating parts for this fit contact at the major diameter for centralizing. The sides of the teeth act as drivers. The minor diameters are clearance dimensions. The major diameter fit provides a minimum effective clearance that allows for contact and location at the major diameter with a minimum amount of location or centralizing effect by the sides of the teeth. The major diameter fit has only one space width and tooth thickness tolerance which is the same as side fit Class 5.

    A fillet root may be specified for an external spline, even though it is otherwise designed to the flat root side fit or major diameter fit standard. An internal spline with a fillet root can be used only for the side fit.

    Design tab

    Tolerances (for CSN standard)

    Access:

    Ribbon: Design tab Power Transmission panel Involute Splines. In the Involute Spline Connection Generator, click next to the Length edit field.

    OK

    Confirm the selection and close the dialog box.

    Cancel

    Closes the dialog box.

    Centering to Groove Sides

    Center to sides of the groove. Set the tolerance grades for shaft and groove.

    Centering to Outside

    Center to outside diameter. Set the tolerance values.

    Design Tab

    Tolerances (for DIN standard)

    Specifies the tolerance class and fit class.

    Access:

    Ribbon: Design tab Power Transmission panel Involute Splines. In the Involute Spline Connection Generator, click next to the Length edit field.

    OK

    Confirm the selection and close the dialog box.

    Cancel

    Closes the dialog box.

    Centering to Groove Sides

    Set the tolerance grades for shaft and groove.

    Test Dimensions Settings

    User

    Check the box to enter the user values. If the box is not checked, the values are calculated according to the appropriate standard.

    Pin Diameter, Shaft

    Pin diameter on the shaft.

    Finishing of Flanks

    Select the way the grooves on the shaft and hub are created.

    Design tab

    Tolerances (for ISO standard)

    Specifies the tolerance class and fit class.

    Access:

    Ribbon: Design tab Power Transmission panel Involute Splines. In the Involute Spline Connection Generator, click next to the Length edit field.

    OK

    Confirm the selection and close the dialog box.

    Cancel

    Closes the dialog box.

    Tolerance class

    Select the class of the tolerances.

    This standard includes four classes of tolerances on space width and tooth thickness. This provides a range of tolerances for selection to meet a design need. The classes are variations of the former single tolerance which is now Class 5 and are based on the formulas shown in the footnote of Table 4. All tolerance classes have the same minimum effective space width and maximum effective tooth thickness limits so that a mix of classes between mating parts is possible.

    For other tolerance classes:

    Class 4 = 0.71 x Tabulated value

    Class 5 = As tabulated in table

    Class 6 = 1.40 x Tabulated value

    Class 7 = 2.00 x Tabulated value

    Fit class

    Select the class of fit.

    Design tab

    Loading Conditions

    Specifies the influence of production and operating parameters on the connection acceptability.

    Access:

    On the Design tab, Power Transmission panel, click Key, Involute Splines, or Parallel Splines, and on the Calculation tab click Loading Conditions.

    Joint Type

    Fixed

    Splines are firmly joined by pressing or fixed by rings, avoiding axial movement.

    Flexible

    Splines are flexibly joined to allow axial movement.

    Crowned

    Uses external splines with crowned teeth for misalignment up to 5 degrees.

     

     

    Note This option is available for Involute Splines only and if the ANSI Standard is selected.

    Ka - Application factor

    This coefficient reflects the effect of the character and the type of loading on decrease of the loading capacity or the coupling. It is determined according to empirical values given in the following table:

    Drive

    Type of loading

    Continuous

    Light shocks

    Cyclical shocks

    Heavy shocks

    Uniform

    1.0

    1.2

    1.5

    1.8

    Light shocks

    1.2

    1.3

    1.8

    2.1

    Medium shocks

    2.0

    2.2

    2.4

    2.8

    Fatigue-life factor

    This coefficient reflects effects of the operational character and appropriate service life of the coupling (measured in number of torque cycles) on increase of the loading capacity of the coupling. It is determined according to empirical values given in the following table:

    No. of Torque Cycles

    Fatigue-life factor, Kf

    Unidirectional

    Fully bi-directional

    10000

    1.0

    1.0

    100000

    0.5

    0.4

    1000000

    0.4

    0.3

    10000000

    0.3

    0.2

    Wear-life factor

    This coefficient reflects effects of wear of contact surfaces during the appropriate service life of the coupling (measured in number of revolutions) on increase of the loading capacity the coupling. It is determined according to empirical values given in the following table:

    Total number of revolutions [millions]

    Kw

    0.01

    4.0

    0.1

    2.8

    1

    2.0

    10

    1.4

    100

    1.0

    1000

    0.7

    10000

    0.5

    Noteonly for flexible joints.

    Load Distribution factor

    In couplings with two keys, the loading is not distributed exactly uniformly onto the two keys due to production and assembly inaccuracies. The actual load bearing surface of the coupling is lower than the load bearing surface determined theoretically. The ratio between the theoretical and actual load bearing surface of the coupling is defined by the coefficient of distribution of the loading. With regards to the accuracy of bearing, the size of the coefficient is given in a range from 0.6 to 0.8.

    Tip: For common accuracy of production and installation, a coefficient of 0.75 is taken into account .

    NoteIn cases of couplings with 1 key, the coefficient is equal to 1.

    Factor of Tooth Side Contact

    Note This factor is available for Involute Splines only.

    The factor indicates the load is not spread evenly on all the spline teeth because of production and assembly inaccuracy. At a common and higher mounting accuracy, it is assumed that half of the teeth carry the load (Ks = 0.5). For splines with higher production inaccuracy, the load is only carried by one third of the teeth (Ks = 0.3).

     

    Loading Conditions - Metric method

    Specifies the influence of production and operating parameters to the connection acceptability.

    Access:

    Ribbon: Design tab Power Transmission panel Involute Splines. In the Involute Spline Connection Generator, on the Calculation tab, click Loading Conditions.
    NoteThis dialog box is available only if you select the ISO or CSN spline type and Metric Method in the Strength Calculation area on the Calculation tab.

    Joint type

    Fixed

    Joins splines firmly by pressing or fixed by rings avoiding axial movement.

    Working Conditions

    Specifies the type of working conditions.

    Tooth Side

    Specifies the type of tooth sides.

    Recommended values of allowable pressures on tooth sides:

    Type of loading

    Working conditions

    Hardened Tooth Side

    Non-Hardened Tooth Side

    Allowable pressure pD [kg/mm3]

    flexible

    under load

    adverse

    -

    0.3 - 1

    medium

    -

    0.5 - 1

    advantageous

    -

    1 - 2

    no load

    adverse

    1.5 - 2

    2 - 3.5

    medium

    2 - 3

    3 - 6

    advantageous

    2.5 - 4

    4 - 7

    fixed

    adverse

    3.5 - 5

    4 - 7

    medium

    6 - 10

    10 - 14

    advantageous

    8 - 12

    12 - 20

    Factor of Tooth Side Contact

    The factor indicates the load is not spread evenly on all the spline teeth because of production and assembly inaccuracy. At a common and higher mounting accuracy, it is supposed that one half of teeth carry the load (Ks = 0.5), for splining with higher production inaccuracy the load is only carried by one third of teeth (Ks = 0.3).

    Calculation Tab