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Bevel Gears Component Generator

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    Calculates dimensions and strength check of bevel 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 all the main production, check dimensions, and the size of loading forces and performs the strength check according to Bach, Merrit, CSN 01 4686, ISO 6336, DIN 3991, ANSI/AGMA 2001-D04: 2005, or Legacy ANSI.

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

    Procedures

    Design bevel gears

    Insert one gear

     
    1. On the ribbon, click Design tab Power Transmission panel Bevel Gear.
    2. On the Design tab:
      • Insert the values for the Common section.
      • Using the selection list, select Component option in the Gear 1 section.
      • Using the selection list, select No Model option in the Gear 2 section.
    3. Click OK.
      NoteCurve used in a tooth shape is simplified.

    You can switch to the Calculation tab to perform a calculation and strength check. Calculation is performed when you click Calculate.

    Insert two gears

    Use the Bevel Gear Generator to insert a maximum of 2 gears at the same time.

     
    1. On the ribbon, click Design tab Power Transmission panel Bevel Gear.
    2. On the Design tab:
      • Insert the values for the Common section.
      • Using the selection list, select Component option in the Gear 1 section.
      • Using the selection list, select Component option in the Gear 2 section.
      • We recommend that you select both cylindrical faces because gears are automatically combined.
    3. Click OK.

    You can switch to the Calculation tab to perform a calculation and strength check. Calculation is performed when you click Calculate.

    Insert a calculation

     
    1. On the ribbon, click Design tab Power Transmission panel Bevel Gear.
    2. In the Design tab:
      • Insert the values to the Common section.
      • Using the selection list, select No Model option in the Gear 1 area.
      • Using the selection list, select No Model option in the Gear 2 area.
    3. Click OK.

    Calculate bevel gear

     
    1. On the ribbon, click Design tab Power Transmission panel Bevel Gear.
    2. On the Design tab, select the type of gears you want to insert (component, no model) and specify the number of gears.
      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.
    3. In the Calculation tab, enter values to perform the strength check.
    4. Click Factors to display a dialog box where you can change factors for selected Method of Strength Calculation.
    5. Click Accuracy to display a dialog box where you can change the accuracy settings.
    6. Click Calculate.
    7. 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.
    8. Click Results to display the HTML report with calculated values.
    9. Click OK.

    Edit bevel gear

     
    1. Open the Autodesk Inventor assembly with the already inserted Design Accelerator bevel gear.
    2. Right-click to display the context menu and select the Edit Using Design Accelerator command.
    3. Edit the bevel gear. You can change the number of gears, type of gear (component, no model), or recalculate values.
    4. Click OK.

    References

    Bevel Gears Generator - Design tab

    Sets parameters for the design of a bevel gear.

    NoteCurve used in a tooth shape is simplified.

    Access:

    Ribbon: Design tab Power Transmission panel Bevel Gear

    Common

    Determines general specifications of the bevel gear.

    Face width

    Specifies face width.

    Helix Angle

    Specifies helix angle. You can insert only positive values from 0 to 55. To change direction, click Flip next to the edit field.

    Helix Angle Flip

    Switches helix direction.

    Shaft Angle

    Specifies the angle between shaft axis.

    Unit Correction Guide

    Specifies the method for calculation of the teeth correction.

    Preview

    Displays the schematic image of the bevel gear dimensions.

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

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

    Gear 1, Gear 2

    Specifies the type of gear (Component, no model) and the placement of gear.

    There are two options for the method to insert the bevel gear. According to your selection, commands for placement are enabled in the Gear 1 and Gear 2 boxes.

    • Component - new component is created.
    • No Model - inserts only calculation.

    Cylindrical Face

    Select cylindrical face.

    Start plane

    Select start face or work plane. Use Flip to flip the planar face or work plane

    (More)

    Click More in the right lower corner of the Design tab to display additional options for bevel gear design.

    Input Type

    Gear ratio

    Calculates number of teeth of the second gear according to gear ratio.

    Number of Teeth

    Calculates the gear ratio according to number of teeth.

    Size Type

    Module

    Calculates the diametral pitch.

    Diametral Pitch

    Calculates the module.

    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.

    Displays the calculated values and the key strength check. Values are calculated when Calculate is pressed.

    To change the units of the results values, double-click the specified value you want to change.

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

    Summary of Messages

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

    Graphical Preview

    Graphical preview of the designed bevel gear is presented in the Autodesk Inventor window when you specify the bevel gear placement (cylindrical face must be selected). Preview changes according to changes made in Bevel Gears Generator.

    Calculation tab

    Menu Commands

    Bevel Gears 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 Bevel Gear and then click the Calculation tab.

    Method of Strength Calculation

    Select the method of a strength calculation type you want to use for your calculation. To open the strength calculation dialog box, click Factors at the bottom of the Calculation tab.

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

    Loads

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

    Material Values

     

    Warning: Strength parameters of material are determined empirically and reflect minimum values applicable for a group of materials. Although these values are close to the values obtained using measurement of particular materials, we recommend you use parameters of material according to the material sheet or specifications of the producer in cases of final calculations.

    Material

    Specify your own material values or select a material from the Material Database.

     

     

    If a material is selected from the Material Database, its values are inserted into the following five edit fields, and the edit fields are locked. To unlock the field, clear the check box.

    Bending Fatigue Limit/Endurance Limit

    Allowable bending stress.

    Contact Fatigue Limit/Surface Fatigue Strength

    Specifies allowable contact stress.

    Heat Treatment

    Specifies the type of treatment in a separate 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 an accuracy standard you select from a list.

    (More)

    Displays additional options for bevel gear design. The button is located 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

    Designs 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, at the bottom of the tabs, double-click the double line on the right or click the chevron.

    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

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

    Menu Commands

    Factors - According to ISO, DIN, CSN

    The display in this window depends on 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 Bevel 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 KA

    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 KHv

    Dynamic Factor for contact takes into account load increments due to internal dynamic effects.

    Dynamic Factor KFv

    Dynamic Factor for bending takes into account load increments due to internal dynamic effects.

    Face Load Factor KHb

    Face Load Factor for contact takes into account uneven distribution of load over the facewidth, due to mesh misalignment caused by inaccuracies in manufacture, elastic deformations, and so on.

    Click behind the edit fields to open the Kinematic diagram dialog box where you can select the value.

    Face Load Factor KFb

    Face Load Factor for bending takes into account uneven distribution of load over the facewidth, due to mesh misalignment caused by inaccuracies in manufacture, elastic deformations, and so on.

    Click behind the edit fields to open the Kinematic diagram dialog box where you can select the value.

    Transverse Load Factor KHa

    Transverse load Factor for contact takes into account uneven load distribution in the transverse direction resulting, for example from pitch deviation.

    Transverse Load Factor KFa

    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 KAS

    One-time Overloading Factor takes into account maximal one-time overload of gear.

    Factors for Contact

    Zone Factor ZH

    Zone Factor accounts for the influence on the Hertzian pressure of the tooth flank curvature at the pitch point.

    Contact Ratio Factor Ze

    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 Pair Tooth Contact Factor ZB

    Single Pair Tooth 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 ZN

    Life Factor takes account of a higher permissible Hertzian stress if only limited durability is demanded.

    Lubricant Factor ZL

    Lubricant Factor accounts for the influence of the lubricant viscosity.

    Roughness Factor ZR

    Roughness Factor accounts for the influence of surface roughness.

    Velocity Factor Zv

    Velocity Factor accounts for the influence of pitch line velocity.

    Helix Angle Factor Zb

    Helix Angle Factor makes allowance for the influence of the helix angle on the surface durability.

    Size Factor ZX

    Size Factor accounts for the influence of the tooth dimensions for the permissible contact stress.

    Bevel Gear Factor Zk

    Bevel Gear Factor takes into account the different teeth size along the gear width.

    Factors for Bending

    Form Factor YFa

    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 YSa

    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 YSag

    Teeth With Grinding Notches Factor accounts for the influence of grinding notches in the fillet of a gear near the critical section. It also takes into consideration the reduction in the tooth-root thickness.

    Helix Angle Factor Yb

    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 Ye

    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 YA

    Alternating Load Factor accounts for the influence of reversible load of teeth.

    Production Technology Factor YT

    Production Technology Factor accounts for the influence of dedendum burnishing, and so on.

    Life Factor YN

    Life Factor takes account of a higher permissible Hertzian stress if only limited durability is demanded.

    Notch Sensitivity Factor Yd

    Notch Sensitivity Factor accounts for the influence of the notch sensitivity of the material.

    Size Factor YX

    Size Factor accounts for the influence of the tooth dimensions on tooth bending strength.

    Tooth Root Surface Factor YR

    Tooth Root Surface Factor accounts for the influence of surface roughness.

    Bevel Gear Factor Yk

    Bevel Gear Factor takes into account the different teeth size along the gear width.

    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 Bevel 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 Ko

    Overload Factor is intended to account for an occasional load of the nominal design load Wt. It can be established from experience with the particular application. Otherwise use Ko = 1.

    Click Factors... on the context menu to open Overload Factor dialog box where you can select the value.

    Dynamic Factor Kv

    Dynamic Factor takes into account load increments due to internal dynamic effects.

    Mounting Factor Km

    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 Cli

    Life Factor takes accounts for higher load capacity for a limited number of load cycles.

    Reliability Factor Cr

    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 Cl

    Load Factor Cl = 1.0 for bending loads.

    Gradient Factor Cg

    Gradient Factor reflects non-uniformity of material properties. It depends on tooth size.

    Surface Factor Cs

    Surface Factor takes into account influence of surface finish.

    Reliability Factor kr

    Reliability Factor accounts for the effect of the normal statistical distribution of failures found in materials testing.

    Temperature Factor kt

    Temperature Factor accounts effect of temperature on oil film and material properties.

    Mean Stress Factor kms

    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 Bevel 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 Ko

    Overload Factor is intended to account for an occasional load of the nominal design load Wt. It can be established from experience with the particular application. Otherwise use Ko = 1.

    Click Factors... on the context menu to open Overload Factor dialog box where you can select the value.

    Dynamic Factor Kv

    Dynamic Factor takes into account load increments due to internal dynamic effects.

    Size Factor Ks

    Size Factor reflects non-uniformity of material properties. It depends primarily on tooth size and gear size.

    Reliability Factor KR

    Reliability Factor accounts for the effect of the normal statistical distribution of failures found in materials testing.

    Temperature Factor KT

    Temperature Factor takes into account effect of temperature on oil film and material properties.

    Load Distribution Factor Km

    Load Distribution Factor account influence of non-uniform distribution of the load along the lines of contact.

    Lead Correction Factor Cmc

    Lead Correction Factor accounts influence of lead modification by crowning or lead correction.

    Mesh Alignment Correction Factor Ce

    Mesh Alignment Correction Factor takes into account manufacturing or assembly techniques improvements.

    Pinion Proportion Modifier Cpm

    Pinion Proportion Modifier takes into account influence of shaft deflections and bearing clearances.

    Mesh Alignment Factor Cma

    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 Cf

    Surface Condition Factor takes into account influence of surface finish and plasticity effects.

    Stress Cycle Factor ZN

    Stress Cycle Factor accounts for higher load capacity for a limited number of load cycles.

    Hardness Ratio Factor CH

    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 Ya

    Reverse Loading Factor accounts for the influence of reversible load of teeth.

    Rim Thickness Factor KB

    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 YN

    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 Bevel Gear

    . In the Bevel Gears Component Generator, 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 Bevel Gear

    . In the Bevel Gears Component Generator, 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 Bevel Gear

    . In the Bevel 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.

    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.