Calculates dimensions and checks strength of external and internal gearing with straight and helical teeth. It contains geometric calculations for designing different types of correction distributions, including a correction with compensation of slips.

The generator calculates the production, checks dimensions and loading forces, and performs the strength check based on Bach, Merrit, CSN 01 4686, ISO 6336, DIN 3990, ANSI/AGMA 2001-D04: 2005, or Legacy ANSI.

Use the spur gears generator to:

Design and insert one gear.
Design and insert two gears connection.
Insert gears as components, features, or only calculations.
Design gears based on various entry parameters such as number of teeth or center distance, for example.
Calculate spur gears according to various strength methods, according to ANSI or ISO, for example.
Perform the calculation of power, speed, or torque.
Perform the material design of spur gears.

TipSee the Engineer's Handbook for used calculation formulas and other instructions for designing spur gears.

Procedures

Design spur gears

Insert 1 gear

On the ribbon, click Design tabPower Transmission panel Spur Gear.
On the Spur Gears Component Generator, Design tab:
- Enter the values for the Common section.
- In the Gear 1 section, select Component from the list.
- In the Gear 2 section, select No Model from the selection list.
Click OK.
NoteCurve used in a tooth shape is simplified.

On the Calculation tab, you can perform calculations and a strength check. The calculation is performed when you click Calculate.

Insert 2 gears

Using the Spur Gears Generator, it is possible to insert maximum 2 gears at the same time.

On the ribbon, click Design tabPower Transmission panelSpur Gear.
On the Spur Gears Component Generator, Design tab:
- Enter the values for the Common section.
- In the Gear 1 section, select Component from the list.
- In the Gear 2 section, select Component from the list.
Click OK.

On the Calculation tab, you can perform calculations and a strength check. The calculation is performed when you click Calculate.

Insert an internal gear

On the ribbon, click Design tab Power Transmission panel Spur Gear.
On the Spur Gears Component Generator, Design tab:
- Enter the values for the Common section.
- Check the Internal check box in the Common section.
- In the Gear 1 section, select Component from the list.
- Enter the number of teeth for Gear 1.
- In the Gear 2 section, select Component from the list.
- Enter the number for teeth of Gear 2.
NoteBy default, Gear 2 has the higher number of teeth. It is considered a "driving gear by" calculation. If you change the values and insert a higher number of teeth for Gear 1, it is considered a driving gear.
- You do not need to select or specify any faces or planes in the Autodesk Inventor assembly.
Click OK.

NoteDuring the edit, it is not possible to change which gear is driving. You can change number of teeth, but the driving gear must remain the same.

Insert a feature

On the ribbon, click Design tab Power Transmission panel Spur Gear.
On the Spur Gears Component Generator, Design tab:
- Enter the values for the Common section.
- In the Gear 1 section, select Feature from the list. The Cylindrical Face and Start plane commands are activated.
- In the Autodesk Inventor assembly, select the cylindrical face and start plane. To insert the feature properly, it is necessary to have a user part with sufficient diameter that must be bigger than anticipated Outside Diameter.
- In the Gear 2 area, select No Model from the list.
Click OK.

NoteAny insertion combination is possible.

Calculate spur gear

On the ribbon, click Design tab Power Transmission panel Spur Gear.
On the Design tab, select the type of gears you want to insert (component or feature).
Specify all known gear parameters - select appropriate Design Guide option from the drop-down list, and enter the values. You can change the values and units directly in the edit fields.
NoteClick More in the right lower corner of the Design tab to open the More Options area, where you can select other options for your calculation.
On the Calculation tab, select Method of Strength Calculation from the drop-down list, and enter values to perform the strength check.
Click Factors to display a dialog box where you can change factors for selected Method of Strength Calculation.
Click Accuracy to display a dialog box where you can change the accuracy settings.
Click Calculate to perform the calculation.
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 tab.
Click Results to display the HTML report with calculated values.
Click OK.

Design a gear set based on known parameters

Use Spur Gears Generator to insert gear model into your assembly. Use following settings when you know all parameters and want to insert model only, not to perform any calculations or recalculate values.

You can insert one or two gears using these settings.

On the ribbon, click Design tab Power Transmission panel Spur Gear.
On the Design tab:
- In the Common area, select Center Distance or Total Unit Correction options from the Design Guide drop-down list. According to your selected option from the drop-down menu, the options are enabled in the Design tab. These two options enable the most logical options to insert your gear model.
- Set you desired values, such as Pressure Angle, Helix Angle, or Module.
- In the Gear 1 and Gear 2 areas, select Component, Feature or No Model from the drop-down list. Specify numbers of teeth and place the gear set in the assembly, if desired.
- Click More in the right-lower corner to insert more calculation values and criteria.
- Click Calculate. Generator designs the gear set model based on entered parameters.
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 tab.
Click OK to insert the gear set into the assembly.

Calculate spur gear for given center distance

On the ribbon, click Design tab Power Transmission panel Spur Gear.
On the Design tab:
- In the Common area, select Module and Number of Teeth option from the Design Guide drop-down list.
- Enter Desired Gear Ratio and Center Distance values, or select Cylindrical face for both gears in an assembly on position where gearing is placed (Center Distance is measured from Autodesk Inventor assembly). After placement selection of the gearing geometry a preview for gearing displays in the Autodesk Inventor window.
- Click Calculate. Generator designs Module and Number of Teeth.
- In the Common area, select Number of Teeth option from the Design Guide drop-down list. Change Module to upper or lower value to decrease or increase Number of Teeth.
  To decrease or increase number of teeth for first or second gear by one to achieve greater or smaller total unit correction, select Total Unit Correction from the Design Guide drop-down list, change Number of Teeth value, and click Calculate.
On the Calculation tab, enter values to perform the strength check.
Click Calculate.
Calculation results are displayed in the Results area. The inputs that fail the calculation are displayed in red (their value doesn't 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 tab.
Click OK.

Edit spur gear

Open the Autodesk Inventor assembly with the already inserted Design Accelerator spur gear.
Select the spur gear, right-click to display the context menu and select the Edit Using Design Accelerator command.
Edit the spur gear. You can change the number of gears, type of gear (component or feature), or recalculate values.
Click OK.

References

Spur Gears Component Generator - Design tab

Sets parameters for design of a spur gear.

NoteCurve used in a tooth shape is simplified.

Access:

Ribbon: Design tab

Power Transmission panel

Spur Gear

Common

Defines the spur gear.
Design Guide
Selects the type of geometry calculation. Depending on your selected design guide, edit fields in the Design tab enables.
If you know all spur gears parameters and you want to insert spur gears model, we recommend you select Center Distance or Total Unit Correction. These options enable you to insert many entry parameters.
Module and Number of Teeth	Calculates the module and number of teeth according to the center distance and other input parameters.
Number of Teeth	Calculates the number of teeth according to the center distance and other input parameters.
Center Distance	Calculates the center distance according to all other input parameters.
Total Unit Correction	Calculates the unit summary correction according to the center distance and all other input parameters. NoteThis type is sensitive to other inputs and we recommend that you select this option to for final design corrections.
Module	Calculates the module according to the center distance and all other input parameters.
Desired Gear Ratio	Gear ratio is the ratio between the number of teeth in mating gears.
Internal	Switch to internal gears transmission. NoteSpur Gear with higher number of teeth is automatically considered as an internal gear.
Module	Module is the ratio of the pitch diameter to the number of teeth. Not available if you select Module and Number of Teeth or Module options in the Design Guide drop-down menu. If not available, calculate module based on other parameters. NoteThis option is enabled if you select Module in the Size Type area of More options.
Diametral Pitch	Diametral Pitch is the ratio of the number of teeth to the number of inches in the pitch diameter in the plane of rotation, or the number of gear teeth to each inch of pitch diameter. Normal diametral pitch is the diametral pitch as calculated in the normal plane, or the diametral pitch divided by the cosine of the helix angle. NoteThis option is enabled if you select Diametral Pitch in the Size Type area of More options.
Center Distance	Specifies the shortest distance between centers of gears. This option is disabled when you select Center Distance in the Design Guide drop-down menu - you want to calculate center distance based on other input parameters.
Pressure Angle	Pressure angle is the angle between a tooth profile and a radial line at its pitch point. In involute teeth, the pressure angle is often described as the angle between the line of action and the line tangent to the pitch circled.
Helix Angle	Helix angle is the angle that a helical gear tooth makes with the gear axis at the pitch circle. You can insert only positive values from 0 to 55. to change direction you must click Flip next to the edit field.
Helix Angle Flip	Switches the helix direction.
Unit Correction Guide	Specifies the method to use for calculation of the teeth correction.
Total Unit Correction	Specifies the sum of the gear unit corrections. Not available if you select Total Unit Correction option in the Design Guide drop-down menu. If not available, calculate total unit correction based on other parameters.
Preview	Click to display the Preview dialog box with a schematic image of spur gears dimensions.

Gear 1, Gear 2

Specifies the type of gear (Component, feature, no model) and placement of the gear.
There are three methods to insert the spur gear. According to your selection, commands for placement are enabled in the Gear 1 and Gear 2 boxes. Component - creates a component. Feature - creates a feature. No Model - inserts only calculation.
Cylindrical Face	Selects a cylindrical face.
Start plane	Selects a planar face or work plane. Use Flip to flit the orientation of planar face or work plane.
Number of Teeth	Number of teeth contained in a gear. Not available if you select Module and Number of Teeth or Number of Teeth options in the Design Guide drop-down menu. If not available, calculate number of teeth based on other parameters.
Facewidth	Facewidth is the dimensional width of a gear blank. It can exceed the effective facewidth, as with a double-helical gear where the total face width includes any distance separating the right-hand and left-hand helical gear teeth.

(More)

Displays additional options for spur gear design. To display the More Options area, click More in the right lower corner of the Design Tab.
Input Type
Gear ratio	Select to calculate number of teeth of the second gear according to gear ratio.
Number of Teeth	Select to calculate the gear ratio according to number of teeth.
Size Type
Module	Select to calculate the diametral pitch. Typically, select this option if using metric units.
Diametral Pitch	Select to calculate the module. Typically, select this option if using English units.
Reaching Center Distance
Options are enabled if you select Module and Number of Teeth option from the drop-down list in the Common area.
Teeth Correction	Select to calculate the unit summary correction according to the center distance and other input parameters.
Helix Angle	Select to calculate the helix angle according to the center distance and other input parameters. It is recommended that you replace the calculated real value with an integer value.
Unit Tooth Sizes
Check the Gear 2 box to enter values for Gear 2.

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.

Note In the Results area, the results for calculation of the appropriate dimensions of the spur gears connections display. For information about used formulas for spur gears calculation, see Engineer's Handbook.

Following output parameters are displayed in the Results pane:

Corrected Endurance Limit (s_e)
Virtual Mean Stress (S_e / Y) (s_F)
Mean Fatigue Stress of the Joint (s_M)
Amplitude of Joint Fatigue Joint Stress (s_A)
Mean Cycle Stress of the Joint (s_m)
Cycle Stress Amplitude (s_a)
Calculated Safety Degree (n_c)

Summary of Messages

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

Graphical Preview

When you specify the spur gear placement, select a cylindrical face and start plane. A Graphical preview of the designed spur gear displays in the Autodesk Inventor window. The preview changes according to changes made in Spur Gears Generator.

Calculation tab

Menu Commands

Spur Gears Component 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

Spur Gear

and click the Calculation tab.

Method of Strength Calculation

Specifies the method of a strength calculation type for your calculation. The strength calculation dialog box opens when you click Factors at the bottom of the Calculation tab.

NoteThe Factors dialog box is available for ANSI, ISO, DIN, and CSN calculations.

Loads

Specifies the loads and calculates the strength proportions which calculate forces, moments, and speeds from the specified power, number of revolutions, and gearing efficiency.

Efficiency

Efficiency is the torque ratio of a gear set divided by its gear ratio.

Material Values

Warning: Determines the strength parameters of material empirically and reflects the minimum values applicable for a group of materials. Although these values are close to the values obtained using measurement of particular materials, we recommend that you use parameters of material according to the material sheet or specifications of the producer for final calculations.
Material	Specifies material values you enter, or material you select from the Material Database.
	If a material is selected from the Material Database, its values are inserted automatically into the following five edit fields, and the edits fields are locked. To unlock the field, clear the check box.
Allowable Bending Stress	Specifies allowable bending stress.
Allowable Contact Stress	Specifies allowable contact stress.
Modulus of Elasticity	Modulus of elasticity (also called Young’s Module) is the ratio of unit stress to unit strain within the proportional limit of a material in tension or compression.
Poisson’s Ratio	Poisson’s Ratio is the ratio of lateral strain to longitudinal strain for a given material subjected to uniform longitudinal stresses within the proportional limit. The term is found in certain equations associated with strength of materials.
Heat Treatment	Specifies the type of treatment in a dialog box.

Inputs

Required Life

Click the arrow next to the edit field to select the values from a table.

Factors

Opens the Factors dialog box to specify Factors.

NoteThe Factors dialog box is available for ANSI, ISO, DIN, and CSN calculation.

Accuracy

Opens the Accuracy dialog box to specify accuracy values.
Standard	Specifies the accuracy standard you select from the list.

(More)

Displays additional options for spur gear designate display the More Options area, click More in the right lower corner of the Calculation Tab.
Type of Load Calculation
Power, Speed Torque	Calculates the torque according to the power and speed.
Torque, Speed Power	Calculates the power according to the torque and speed.
Power, Torque Speed	Calculates the speed according to the power and torque.
Type of Strength Calculation
Check calculation	Performs a strength check calculation.
Material Design	Calculates the minimum material values that satisfy the strength condition of the current strength calculation.
Geometry Design	Design the (smallest) geometry according to the strength check.
Limit Values
Minimal Factor of Safety	Minimal required safety in contact and bending.

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 the Calculate command is pressed.

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.

Menu Commands

Factors - According to ISO, DIN, CSN

The display in this window depends upon the option selected in the Method of Strength Calculation selection list in the Calculation tab.

See Engineer's Handbook for calculation formulas on factors.

Access:

Ribbon: Design tab

Power Transmission panel

Spur Gear

and on the Calculation tab, click Factors.

OK	Click to confirm the selection and close the dialog box.
Cancel	Closes the dialog box.
User Factors	Check the box to enter values manually.

Factors of Additional Load
Application Factor K_A	Application factor takes account of dynamic overloads from sources external to the gearing. Click Factors... on the context menu to open Application factor dialog box where you can select the value.
Dynamic Factor K_Hv	Dynamic Factor for contact takes into account load increments due to internal dynamic effects.
Dynamic Factor K_Fv	Dynamic Factor for bending takes into account load increments due to internal dynamic effects.
Face Load Factor K_Hb	Face Load Factor for contact depends among other parameters on shaft angle and shaft displacement between gear 1 and gear 2. The influence of these parameters is determined using the Kinematic diagram. It is necessary to select kinematic diagram that corresponds with designed mechanism. Click behind the edit fields to open the Kinematic diagram dialog box where you can select the value.
Face Load Factor K_Fb	Face Load Factor for bending depends among other parameters on shaft angle and shaft displacement between gear 1 and gear 2. The influence of these parameters is determined using the Kinematic diagram. It is necessary to select kinematic diagram that corresponds with designed mechanism. Click behind the edit fields to open the Kinematic diagram dialog box where you can select the value.
Transverse Load Factor K_Ha	Transverse load Factor for contact takes into account uneven load distribution in the transverse direction resulting, for example from pitch deviation.
Transverse Load Factor K_Fa	Transverse load Factor for bending takes into account uneven load distribution in the transverse direction resulting, for example from pitch deviation.
One-time Overloading Factor K_AS	One-time Overloading Factor takes into account maximal one-time overload of gear.
Factors for Contact
Zone Factor Z_H	Zone Factor accounts for the influence on the Hertzian pressure of the tooth flank curvature at the pitch point.
Contact Ratio Factor Z_e	Contact Ratio Factor accounts for the influence of the transverse contact ratio and the overlap ratio on the specific surface load of the gears.
Single Tooth Pair Contact Factor Z_B	Single Tooth Pair Contact Factor converts contact stress at the pitch point to the contact stress at the inner point of single pair tooth contact on the gear.
Life Factor Z_N	Life Factor takes account of a higher permissible Hertzian stress if only limited durability is demanded.
Lubricant Factor Z_L	Lubricant Factor accounts for the influence of the lubricant viscosity.
Roughness Factor Z_R	Roughness Factor accounts for the influence of surface roughness.
Velocity Factor Z_v	Velocity Factor accounts for the influence of pitch line velocity.
Helix Angle Factor Z_b	Helix Angle Factor makes allowance for the influence of the helix angle on the surface durability.
Size Factor Z_X	Size Factor accounts for the influence of the tooth dimensions for the permissible contact stress.
Work Hardening Factor Z_W	Work Hardening Factor accounts for the effect of meshing with a surface hardened or similarly hard mating gear.
Factors for Bending
Form Factor Y_Fa	Form Factor takes into account the influence on nominal tooth-root stress, of the tooth form with load applied at the tooth tip.
Stress Correction Factor Y_Sa	Stress Correction Factor takes into account the conversion of the nominal bending stress determined for application of load at the tooth tip, to the local tooth-root stress. The following are taken into account: a) the stress amplifying effect of change of section at the tooth-root; and b) that evaluation of the true stress system, at the tooth-root critical section, is more complex than the simple system evaluation presented, but the influence of the bending moment arm is neglected.
Teeth With Grinding Notches Factor Y_Sag	Teeth With Grinding Notches Factor accounts for the influence of grinding notches in the fillet of a gear near the critical section. It also take into consideration the reduction in the tooth-root thickness.
Helix Angle Factor Y_b	Helix Angle Factor takes into account influences of the helix angle, such as the variation of the load along the lines of contact.
Contact Ratio Factor Y_e	Contact Ratio Factor accounts for the influence of the transverse contact ratio and the overlap ratio on the specific surface load of the gears.
Alternating Load Factor Y_A	Alternating Load Factor accounts for the influence of reversible load of teeth.
Production Technology Factor Y_T	Production Technology Factor accounts for the influence of dedendum burnishing, and so on.
Life Factor Y_N	Life Factor takes account of a higher permissible Hertzian stress if only limited durability is demanded.
Notch Sensitivity Factor Y_d	Notch Sensitivity Factor accounts for the influence of the notch sensitivity of the material.
Size Factor Y_X	Size Factor accounts for the influence of the tooth dimensions on tooth bending strength.
Tooth Root Surface Factor Y_R	Tooth Root Surface Factor accounts for the influence of surface roughness.

Factors - According to Legacy ANSI

The display in this window depends upon the option selected in the Method of Strength Calculation selection list in the Calculation tab. You must have the Legacy ANSI selected.

See Engineer's Handbook for calculation formulas on factors.

Access:

Ribbon: Design tab

Power Transmission panel

Spur Gear

and on the Calculation tab, click Factors.

OK	Click to confirm the selection and close the dialog box.
Cancel	Closes the dialog box.
User Factors	Check the box to enter values manually.

Common Factors
Overload Factor K_o	Overload Factor is intended to account for an occasional load of the nominal design load W_t. It can be established from experience with the particular application. Otherwise use K_o = 1. Click Factors... on the context menu to open Overload Factor dialog box where you can select the value.
Dynamic Factor K_v	Dynamic Factor takes into account load increments due to internal dynamic effects.
Mounting Factor K_m	Mounting Factor takes into account the influence of mounting accuracy, clearance, deflection, gears precision and so on.
Factors for Contact
Enters the values of contact factors. Click the arrows next to the edit fields to display tables for value selection.
Life Factor C_li	Life Factor takes accounts for higher load capacity for a limited number of load cycles.
Reliability Factor C_r	Reliability Factor accounts for the effect of the normal statistical distribution of failures found in materials testing.
Geometry Factor I	Geometry Factor relates to the shape of the tooth at the point of contact, the most heavily loaded point.
Factors for Bending
Enters the values of bending factors. Click the arrows next to the edit fields to display tables for value selection.
Load Factor C_l	Load Factor C_l = 1.0 for bending loads.
Gradient Factor C_g	Gradient Factor reflects non-uniformity of material properties. It depends on tooth size.
Surface Factor C_s	Surface Factor takes into account influence of surface finish.
Reliability Factor k_r	Reliability Factor accounts for the effect of the normal statistical distribution of failures found in materials testing.
Temperature Factor k_t	Temperature Factor accounts effect of temperature on oil film and material properties.
Mean Stress Factor k_ms	Mean Stress Factor accounts for the influence of reversible load of teeth.
Geometry Factor J	Geometry Factor relates to the shape of the tooth at the point of contact, the most heavily loaded point.

Factors - According to ANSI/AGMA 2001-D04: 2005

The display in this window depends upon the option selected in the Method of Strength Calculation selection list in the Calculation tab. You must have the ANSI/AGMA 2001-D04:2005 selected.

See Engineer's Handbook for calculation formulas on factors.

Access:

Ribbon: Design tab

Power Transmission panel

Spur Gear

and on the Calculation tab, click Factors.

OK	Click to confirm the selection and close the dialog box.
Cancel	Closes the dialog box.
User Factors	Check the box to enter values manually.

Common Factors
Overload Factor K_o	Overload Factor is intended to account for an occasional load of the nominal design load W_t. It can be established from experience with the particular application. Otherwise use K_o = 1. Click Factors... on the context menu to open Overload Factor dialog box where you can select the value.
Dynamic Factor K_v	Dynamic Factor takes into account load increments due to internal dynamic effects.
Size Factor K_s	Size Factor reflects non-uniformity of material properties. It depends primarily on tooth size and gear size.
Reliability Factor K_R	Reliability Factor accounts for the effect of the normal statistical distribution of failures found in materials testing.
Temperature Factor K_T	Temperature Factor takes into account effect of temperature on oil film and material properties.
Load Distribution Factor K_m	Load Distribution Factor account influence of non-uniform distribution of the load along the lines of contact.
Lead Correction Factor C_mc	Lead Correction Factor accounts influence of lead modification by crowning or lead correction.
Mesh Alignment Correction Factor C_e	Mesh Alignment Correction Factor takes into account manufacturing or assembly techniques improvements.
Pinion Proportion Modifier C_pm	Pinion Proportion Modifier takes into account influence of shaft deflections and bearing clearances.
Mesh Alignment Factor C_ma	Mesh Alignment Factor accounts for the misalignment of the axes of rotation from all causes other than elastic deformations.
Factors for Contact
Enters the values of contact factors. Click the arrows next to the edit fields to display tables for value selection.
Surface Condition Factor C_f	Surface Condition Factor takes into account influence of surface finish and plasticity effects.
Stress Cycle Factor Z_N	Stress Cycle Factor accounts for higher load capacity for a limited number of load cycles.
Hardness Ratio Factor C_H	Hardness Ratio Factor takes into account influence of gear ratio, surface finish and hardness of pinion and gear.
Geometry Factor I	Geometry Factor relates to the shape of the tooth at the point of contact, the most heavily loaded point.
Factors for Bending
Enters the values of bending factors. Click the arrows next to the edit fields to display tables for value selection.
Reverse Loading Factor Y_a	Reverse Loading Factor accounts for the influence of reversible load of teeth.
Rim Thickness Factor K_B	Rim Thickness Factor takes into account influence of rim thickness that is not sufficient to provide full support for the root tooth.
Stress Cycle Factor Y_N	Stress Cycle Factor accounts for higher load capacity for a limited number of load cycles.
Geometry Factor J	Geometry Factor relates to the shape of the tooth at the point of contact, the most heavily loaded point.

Accuracy

Displays a dialog box for input of accuracy standard and accuracy degree.

Access:

Ribbon: Design tab

Power Transmission panel

Spur Gear

and on the Calculation tab, click Accuracy.

Standard	Selects the standard for accuracy calculation. According to your selection, the Precision Specification options are displayed.
Precision Specification	Select precision degree.
	Note For the CSN Standard, list contains all values. Some of these values cannot be selected randomly, but they depend on the inserted values on their left. If you select a value that does not correspond with the value on the left, the value is not inserted automatically. The nearest acceptable value is selected and inserted.
OK	Click to confirm the selection and close the dialog box.
Cancel	Click to close the dialog box.

Size Factor

Displays list of material types. Select a type and click OK. The calculated value of coefficient for selected material type is inserted into the Size Factor edit field.

Access:

Ribbon: Design tab

Power Transmission panel

Spur Gear

and on the Calculation tab, click Factors, and in Factors for Bending, click Factors in the Size Factor list menu.

NoteThis dialog box is accessible only when the According to ISO, DIN, or CSN option is selected in the Method of Strength Calculation selection list in the Calculation tab.

OK	Click to confirm the selection and close the dialog box.
Cancel	Click to close the dialog box.

Teeth with Grinding Notches Factor

Displays a dialog box for input of grinding notches dimensions.

Enter the dimension values and click OK. The calculated value of factor is inserted into Teeth with Grinding Notches Factor. If you want to insert a value that does not correspond with other inserted values or calculation criteria, the edit field turns red and it is not possible to insert value to the Factors dialog box.

Access:

Ribbon: Design tab

Power Transmission panel

Spur Gear

. In the Spur Gears Component Generator, Calculation tab, click Factors. In Factors for Bending, click Factors in the Teeth with Grinding Notches Factor list menu.

NoteThis dialog box is accessible only when the According to ISO, DIN, or CSN option is selected in the Method of Strength Calculation selection list in the Calculation tab.

OK	Click to confirm the selection and close the dialog box. Enters the calculated value of factor to the calculation.
Cancel	Click to close the dialog box.

Kinematic Diagram

Displays kinematic diagram of gear arrangement. Move with the arrow to select the appropriate diagram and insert dimension values.

Access:

Ribbon: Design tab

Power Transmission panel

Spur Gear

. In the Spur Gears Component Generator, Calculation tab, click Factors, and then click next to Face Load Factor.

NoteThis dialog box is accessible only when the According to ISO, DIN, or CSN option is selected in the Method of Strength Calculation selection list in the Calculation tab.

Use the edit fields to enter the values. Left column represents values for gear 1, the right column represents values for gear 2. Gear 1 is a driving gear, and gear 2 is a driven gear. Only text boxes which correspond with selected kinematic diagram are active.

Designed Dimensions	Check the box to enter values manually.
Pitch of Bearings	Enter distance between shaft bearings.
Distance from Center	Enter the distance from the center of shaft.
Medium Shaft Diameter	Average quadratic distance of shaft diameter between bearings.
Pitch Diameter of Second Gear	Pitch diameter of the second gear on the same shaft.
OK	Click to confirm the selection and close the dialog box.
Cancel	Click to close the dialog box.

Preview

On the Dimensions tab, displays the schematic image of spur gears dimensions. Use other tabs to show profile of mesh, pinion, and gear teeth.

The dialog box is re sizable.

Access:

Ribbon: Design tab

Power Transmission panel

Spur Gear

and on the Design tab, click Preview... in the Common area.

Dimensions

Displays the schematic image of the spur gears dimensions.

Click Gear 1, Gear 2 commands to see appropriate calculated results.

Check the box to insert the dimension between wires value.

Results

Results pane shows the calculated values for either gear 1 or gear 2.

You can change the input values in the Design and Calculate tabs. 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 and units are automatically converted to desired units.

Following output parameters are displayed in the Results pane:

NoteFor description of the calculated parameters in the Results area, see Engineer's Handbook.

Base Circular Pitch (p_tb)
Circular Pitch (p)
Tangential Circular Pitch (p_t)
Tangential Pressure Angle (a_t)
Operating Pressure Angle (a_w)
Tangential Operating Pressure Angle (a_tw)
Pitch Diameter (d)
Base Circle Diameter (d_b)
Root Diameter (d_f)
Chordal Dimension W
Chordal Dimension Teeth (z_W)
Dimension Over (Between) Wires (M)
Chordal Thickness (t_c)
Chordal Addendum (a_c)

Teeth mesh

Displays actual teeth mesh of the pinion and gear. Available for external and internal teeth. The geometry is based on values specified in the Design and Calculation tabs. Click Calculate to update the preview.

The blue dotted line represents the base circle.

The red dash dot line represents the pitch diameter circle or axis.

Line of action is highlighted in blue.

	Zoom All	Switch on to display entire gear set, or switch off to display teeth mesh.
	Step Backward, Step Forward	Rotates gear by one step in a given direction.
	Animation Backward, Animation Forward	Plays the animation of the teeth mesh in given direction.

Pinion and rack mesh

Displays actual mesh of the pinion and gear rack. Available for external teeth only. The picture can give a better understanding of how the tooth profile is produced. The geometry is computed based on values specified in the Design and Calculation tabs. Click Calculate to update the preview.

The blue dotted line represents the base circle.

The red dash dot line represents the pitch diameter circle or axis.

	Zoom All	Switch on to display entire gear set, or switch off to display teeth mesh.
	Step Backward, Step Forward	Rotates gear by one step in a given direction.
	Animation Backward, Animation Forward	Plays the animation of the teeth mesh in given direction.

Gear and rack mesh

Displays actual mesh of the gear and gear rack. Available for external teeth only. The picture can give a better understanding of how the tooth profile is produced. The geometry is computed based on values specified in the Design and Calculation tabs. Click Calculate to update the preview.

The blue dotted line represents the base circle.

The red dash dot line represents the pitch diameter circle or axis.

	Zoom All	Switch on to display entire gear set, or switch off to display teeth mesh.
	Step Backward, Step Forward	Rotates gear by one step in a given direction.
	Animation Backward, Animation Forward	Plays the animation of the teeth mesh in given direction.

Export tooth shape

You can create actual tooth profile with respect to your specific defined backlash. The tooth profile is computed and exported to a sketch in a newly created part. The model is not associated with the spur gear set. The sketch also contains all of the important circles head, root, pitch and base.

Access:

Select already inserted spur gears set, right-click and select Export tooth shape.

Export

Select the Pinion or Gear geometry to export.

Specify desired precision as a distance deviation of the curves from the exact analytical profile. Tolerance specified affects noticeably how many spline points are generated.

Tool shift adjustment

You can adjust total tool shift with respect to the tool shift specified in the spur gear generator (tooth correction). The backlash specified for a given gear modifies the total tool shift that is required to achieve the desired geometry of the gear.
Desired Backlash	Select a type of the backlash. Depending on your selected option (Circular, Normal, Center, Angular), the appropriate edit field is available to enter the value of backlash. For helical gears, normal and circular backlash is considered in a cross section with the normal direction of the tooth surface, such as normal backlash j_nn and circular backlash j_nt. Specify the value of a desired backlash of a given gear, and modify the allowance from the ideal tooth profile. An invalid backlash highlights in red color. Range of the accepted backlash is from 0 to center backlash, which is approximately equal to module * unit tooth clearance.
Backlash tool shift	Backlash tool shift is computed as a result of Center backlash. It is an adjustment of the tool shift to achieve desired backlash.
Total tool shift	Represents a total tool shift from a normal position that incorporates nominal tool shift from calculation of gear set (tooth correction) as well as backlash tool shift. It determines exact position of the tool while the gear is manufactured.

TipSee the Engineer's Handbook for backlash types and calculation formulas.

Heat Treatment

Displays list of steel material types. Select a type and click OK. The flag of selected steel material type is inserted into the Heat Treatment edit field.

Access:

On the Design tab, Power Transmission panel, click Spur Gear or Bevel Gear. In the Spur Gears or Bevel Gears Component Generators, Calculation tab, click the arrow next to Heat Treatment and select Factors.

NoteThis dialog box is accessible only when the According to ISO, DIN, or CSN option is selected in the Method of Strength Calculation selection list in the Calculation tab.

OK	Click to confirm the selection and close the dialog box.
Cancel	Click to close the dialog box.

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Spur Gears Component Generator

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