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Article

Mathematical Model and Analysis of Novel Bevel Gear with High Load-Capacity Based on the Geometric Elements

1
The State Key Laboratory of Mechanical Transmission for Advanced Equipment, Chongqing University, Chongqing 400000, China
2
Institute of Materials Research, China Academy of Engineering Physics, Mianyang 621000, China
3
Chongqing Gearbox Co., Ltd., Chongqing 400000, China
*
Author to whom correspondence should be addressed.
Mathematics 2024, 12(9), 1373; https://doi.org/10.3390/math12091373
Submission received: 30 March 2024 / Revised: 22 April 2024 / Accepted: 25 April 2024 / Published: 30 April 2024

Abstract

:
Load-capacity has always been one of the performances that is paid much attention to in the development of bevel gear transmission applications. Consequently, the mathematical model of novel bevel gear with high load-capacity based on geometric elements is proposed in this paper, which could be applied to the aviation, aerospace and other fields. In parallel, the design principle and design method of the novel bevel gear are introduced in detail. Subsequently, the conditions for tooth surface continuity and non-interference are derived. Furthermore, the model of novel bevel gear is established. Finally, the load-bearing characteristics are analyzed, revealing that an increase in the number of contact points could significantly enhance the load capacity of the bevel gear pairs. When the load torque applied to bevel gear II is 100 Nm, the contact pressure endured by the bevel gear pair with five-point contact is decreased by 41.37% compared to the bevel gear pair with single-point contact. When the number of contact points is the same, increasing the distance between the contact points could also reduce the contact stress. This provides strong theoretical support for the application of the bevel gear based on the geometric elements.

1. Introduction

The bevel gear is an important fundamental mechanical component, which is widely used in various engineering fields, such as automobiles, aerospace, and marine industries [1]. In response to the increased performance demands placed on bevel gear transmission pairs, scholars have embarked on relevant research endeavors [2,3,4,5], especially in terms of the load-carrying performance of bevel gear. Kong proposed a data-oriented loaded contact pressure regulation model, in order to monitor the meshing transmission performance and improve loaded contact fatigue life [6]. Based on multi-tooth deformation compatibility, Li put forward a numerical approach to predict the load distribution of a spiral bevel gear, based on multi-tooth deformation compatibility. This approach specifically addresses the contact pressure of the spiral bevel gear [7]. Mu put forth an innovative higher-order tooth surface modification method, which could be used to reduce the vibration excitation of gear transmission [8]. Song introduced a sensitive misalignment-oriented model for regulating contact pressure, providing crucial insights into the monitoring of meshing transmission performance [9]. To achieve precise and numerically efficient tooth contact analysis, Vivet developed a penetration-based gear contact model for spiral bevel gears [10]. For both static and dynamic simulations of bevel gears, A. Pigé proposed an innovative mesh interface model. The results demonstrated that load significantly impacts the contact conditions in bevel gears [11]. Batsch presented a mathematical model of convex-concave helical bevel gear mesh, aiming to increase the instantaneous contact area and consequently reduce the contact stress value [12]. Han proposed the nonlinear dynamic model to predict the skidding behavior [13]. Chen constructed the coupling model of mixed elastohydrodynamic transient lubrication and time-varying wear [14], and Shi analyzed the transient time-varying load to explore the thermal-pressure coupled effects under the actual operating conditions [15].
The most developed and extensively utilized tooth surface design method for spiral bevel gears is the conjugate surface meshing theory combined with local synthesis approach [16,17,18,19]. Conjugate surface meshing theory still plays a dominant role in the research of gear meshing theory. However, with the advancement of technology and to meet higher performance requirements of spiral bevel gear transmission mechanisms in industrial fields, many scholars are also proposing new meshing theory and continuously developing them in recent years. Chen proposed meshing theory based on geometric elements [20,21,22]. Geometric elements refer to points, curves, and surfaces, which are the three basic elements. Every combination of two of these elements forms a pair of contact relationships. Surface conjugation is one of the contact relationships, and compared to surface conjugation, curve conjugation is more diverse. Compared with general arc tooth bevel gears, bevel gears based on geometric elements could yield precise tooth surface equations and contact areas based on predetermined conjugate curves and tooth profile. Currently, such bevel gears are not suitable for applications requiring low tooth surface hardness. In order to enhance the load-carrying capacity of geometrically designed gears with soft tooth surfaces, Tan put forward a design method for bevel gears with single-point contact [23,24], and Liang developed the design method for gears based on curves elements with double contact points and three contact points [25,26]. Research by scholars has found that the gear based on the geometric elements can enhance tooth surface load-carrying capacity by increasing the number of contact points. However, the current primary research focuses on the three-point contact form, and gear designs with more than three-point contact have not yet been proposed. Therefore, the general design method for the bevel gear with multi-point contact is presented, which can be used for designing from single-point to multi-point contact.
In this paper, the general design method for the novel bevel gear pair with high load-capacity based on geometric elements is proposed, and the mathematical model is established. Subsequently, the tooth surface contact characteristics are investigated. Finally, the load-bearing characteristics of the novel bevel gear pair based on the geometric elements are analyzed.

2. Design Principle of Bevel Gear Based on the Geometric Elements

2.1. The Principle of Conjugate Curve

The design principle of the bevel gear based on geometric elements is illustrated in Figure 1. The principle of conjugate curve is introduced in this section. The design of tooth profile and tooth surface construction are discussed in the third section.
The conjugate curve could be characterized as a pair of smooth curves, following a prescribed motion law, which maintain continuous tangential contact along the specified direction throughout their motion, as shown in Figure 2. At each moment, curves ΓI and ΓII are in point contact, meaning they are tangentially touching at the contact point H. When the relative motion is specified, not only is curve ΓII the conjugate curve of curve ΓI but curve ΓI is also the conjugate curve of curve ΓII within a certain range.

2.2. Applied Coordinate System

According to the actual situation of the bevel gear drive and for the convenience of subsequent derivations, the coordinate system is established as shown in Figure 3. Coordinate systems S0(O0-x0,y0,z0) and Sp(Op-xp,yp,zp) are two orthogonal right-handed coordinate systems fixed in space, where the z0-axis coincides with the rotation axis of bevel gear I and the zp-axis coincides with the rotation axis of bevel gear II. The shaft angle between the two revolving axles of these two bevel gears is ψ.
Additionally, coordinate systems SI(OI-xI,yI,zI) and SII(OII-xII,yII,zII) are respectively fixed to be right-handed orthogonal coordinate systems on bevel gear I and bevel gear II. At the initial position, they coincide respectively with coordinate systems S0(O0-x0,y0,z0) and Sp(Op-xp,yp,zp). Bevel gear I rotates around the z0-axis with a constant angular velocity ωI, while bevel gear II rotates around the zp-axis with a constant angular velocity ωII. After a certain period of time from the initial position, coordinate systems SI(OI-xI,yI,zI) and SII(OII-xII,yII,zII) move to the illustrated positions, ϕI and ϕII represent the angles that bevel gear I and bevel gear II have rotated through, respectively.
The transformation relationship between coordinate systems S0(O0-x0,y0,z0) and SI(OI-xI,yI,zI) is described as:
R 0 I = cos ϕ I sin ϕ I 0 0 sin ϕ I cos ϕ I 0 0 0 0 1 0 0 0 0 1
The transformation relationship between coordinate systems Sp(Op-xp,yp,zp) and S0(O0-x0,y0,z0) is described as:
R p 0 = 1 0 0 0 0 cos ψ sin ψ 0 0 sin ψ cos ψ 0 0 0 0 1
The transformation relationship between coordinate systems SII(OII-xII,yII,zII) and Sp(Op-xp,yp,zp) is described as:
R IIp = cos ϕ II sin ϕ II 0 0 sin ϕ II cos ϕ II 0 0 0 0 1 0 0 0 0 1
According to the principle of coordinate transformation, the transformation relationship between coordinate systems SII(OII-xII,yII,zII) and SI(OI-xI,yI,zI) is obtained:
R II-I = R IIp R p 0 R 0 I
Substituting Equations (1)–(3) into (4), R II-I is expressed as:
R II-I = cos ϕ I cos ϕ II cos ψ sin ϕ I sin ϕ II sin ϕ I cos ϕ II cos ψ cos ϕ I sin ϕ II sin ψ sin ϕ II 0 cos ϕ I sin ϕ II + cos ψ sin ϕ I cos ϕ II sin ϕ I sin ϕ II + cos ψ cos ϕ I cos ϕ II sin ψ cos ϕ II 0 sin ψ sin ϕ I sin ψ cos ϕ I cos ψ 0 0 0 0 1

2.3. Meshing Equation

2.3.1. Relative Velocity

In the light of the kinematics principles, the relative velocity vI-II of the meshing tooth surface points in the bevel gear pair is given by:
v I-II = ω I × r I ω II × r II
where, ωI and ωII represent the angular velocity of bevel gear I and bevel gear II, respectively; rI and rII represent the radius vector of bevel gear I and bevel gear II, respectively.
The point H in the coordinate system SI(OI-xI,yI,zI) is H(xI,yI,zI), and then the radius vector of bevel gear I and bevel gear II in the coordinate system SI(OI-xI,yI,zI) are described respectively:
r I = x I i I + y I j I + z I k I r II = x I i I + y I j I + z I k I
where, iI, jI and kI represent the unit vectors of the xI-axes, yI-axes and zI-axes, respectively.
The angular velocity ωI of bevel gear I is obtained:
ω I = ω I k I
where, ωI is the module of the angular velocity ωI.
The angular velocity ωII of bevel gear II is obtained:
ω II = ω II sin ψ sin ϕ I i I ω II sin ψ cos ϕ I j I ω II cos ψ k I
where, ωII is the module of the angular velocity ωII, and ω II = i II-I ω I .
Substituting Equations (6)–(8) into (5), the relative velocity v I-II is expressed as:
v I-II = v x-I-II i I + v y-I-II j I + v z-I-II k I
where,
v x-I-II = ω I ( y I + i II-I y I cos ψ i II-I z I cos ϕ I sin ψ ) v y-I-II = ω I ( x I + i II-I x I cos ψ i II-I z I sin ϕ I sin ψ ) v z-I-II = i II-I ω I sin ψ ( x I cos ϕ I + y I sin ϕ I )

2.3.2. Meshing Equation

For the spatial curve ΓI, an arbitrary normal vector nI at any point on the curve can be represented (see Figure 4):
n I = cos α I b I + sin α I m I
where, mI and bI respectively represent the principal normal vector and the binormal vector of the spatial curve ΓI, αI is the angle between normal vector nI and principal normal vector mI.
In order to ensure that the given curve ΓI and its conjugate curve ΓII could always remain in contact throughout the motion, it is required that the projection of the relative velocity at the contact point in the normal vector direction is zero, that is, the given normal vector at the point of contact should be perpendicular to the direction of the relative velocity, which is expressed by the equation:
v I-II n I = 0

2.4. Conjugate Curve

In accordance with the definition of the conjugate curves [20], the spatial curve ΓI and its conjugate curve ΓII maintain point contact at every moment, and combined with Equation (13), it can be deduced that when the equation of spatial curve ΓI is known, the conjugate curve ΓII is obtained [22]:
L II ( t II ) = M II-I L I ( t I ) v I-II n I = 0
where, LI(tI) is the equation for the spatial curve ΓI in coordinate system SI(OI-xI,yI,zI) and L II ( t II ) is the equation for the spatial curve ΓII in coordinate system SII(OII-xII,yII,zII).

3. Design Method of Tooth Surfaces with High Load-Capacity

3.1. Principles of Design and Construction

From the second section, the spatial curve ΓI and its conjugate curve ΓII are obtained. Based on this, a pair of spatial conjugate curves could be expanded into a pair of meshing surfaces which can maintain the conjugate curve meshing characteristics while achieving the transmission of motion and power, and then the model of bevel gear is established. Furthermore, it could be applied to bevel gear transmission systems.
Taking the tooth surface construction process of one of the bevel gear I as an example, the specific description is as follows: the curve ΓsI, called the tooth profile curve, is constructed in the normal plane of any point on the spatial curve ΓI. When the tooth profile curve ΓsI continuously varies along the spatial curve ΓI, the continuous surface ΣI is constructed, as shown in Figure 5.
Depend on the design requirement, it is possible to achieve multi-point contact between the tooth surfaces of bevel gear based on geometric elements by designing the tooth profile, which refers to the section curve. The general design method for the tooth profile of bevel gears with multi-point contact is proposed in this paper. The tooth profile of bevel gear I is first designed as an arc curve, and then N points are selected on the arc curve as the contact points for the bevel gear pair. On the basic of these known contact points, the tooth profile curve of bevel gear II is designed using the method of curve fitting. Subsequently, the corresponding tooth surfaces are respectively constructed according to the tooth surface construction principles.

3.2. Design of Tooth Profile with Multi-Point Contact

3.2.1. Tooth Profile Curve of Bevel Gear I

In accordance with the principles of tooth surface construction, the coordinate system SfI is established at an arbitrary point H on spatial curve ΓI by its tangent vector tsI, principal normal vector msI, and binormal vector bsI. Subsequently, within the normal plane formed by the principal normal vector msI and the binormal vector bsI, an arc curve ΓsI is constructed in the normal plane as the tooth profile curve of the bevel gear I, as shown in Figure 6. It should be noted that the principal normal vector msI should be consistent with nI at the point H. The tooth profile curve of the bevel gear I in the normal plane is expressed [21]:
Γ s I : x s I = ρ s I cos φ y s I = ρ s I sin φ
where, ρsI is the radius of arc curve ΓsI at any point, φ is the angle between ρsI and msI, and the range of φ is: φ a φ φ b .

3.2.2. Selection of Contact Points

N contact points are selected on the bevel gear I arc curve, as shown in Figure 7, and then the coordinates of the nth contact point An are:
A n : x n = ρ s I cos φ n y n = ρ s I sin φ n ( n = 0 , 1 , 2 , , n )

3.2.3. Construction of Bevel Gear II Tooth Profile Curve

Considering that the tooth profile of bevel gear I is a segment of a circular curve and the selected contact point is on a circular curve, the tooth profile of bevel gear II is designed using the fitting method of the segmented quadratic trigonometric polynomial Bézier interpolation curves.
After determining the contact points, the adjacent contact points is connected with straight line in sequence and then edge vector au is obtained:
a u = A u A u 1 ( u = 1 , 2 , , n )
Then, the tangent vector Tu of the interpolation curve to be constructed at point Hu is defined:
T u = τ u a u + ( 1 τ u ) a u + 1 ( u = 1 , 2 , , n 1 ) τ 0 a 1 ( 1 τ 0 ) a 2 ( u = 0 ) τ n a n ( 1 τ n ) a n 1 ( u = n )
where, τu is the adjustment parameter of tangent vector, and the value range of τu is: 0 < τu < 1.
According to the definition of tangent vector Tu, by adjusting the tangent vector parameter tu to make Tu and Tu+1 not parallel, so that the tangent line passing through point Au with Tu as the tangent vector intersects with the tangent line passing through point Au+1 with Tu+1 as the tangent vector, as shown in Figure 8. The intersection point Vu is denoted:
V u = A u + a u + 1 × T u + 1 T u × T u + 1 T u ( u = 0 , 1 , , n 1 )
In the light of the contact point Au and the intersection Vu of the tangent vectors, the four control points of the quadratic triangular Bézier curve lu-II(ξ) passing through the point Au-1 and the point Au as follows:
p u 0 = A u 1 p u 1 = η u A u 1 + ( 1 η u ) V u 1 p u 2 = χ u A u + ( 1 χ u ) V u 1 p u 3 = A u ( u = 1 , 2 , , n )
where, ηu and χu are both adjustable parameters, the value range of them are respectively:
0 < η u < 1 0 < χ u < 1
In accordance with the definition of quadratic triangular Bézier curve, lu-II(ξ) is obtained:
l u -II ( ξ ) = X 0 ( ξ ) p u 0 + X 1 ( ξ ) p u 1 + X 2 ( ξ ) p u 2 + X 3 ( ξ ) p u 3
where, X 0 ( ξ ) , X 1 ( ξ ) , X 2 ( ξ ) , and X 3 ( ξ ) are the primary function, they are defined:
X 0 ( ξ ) = ( 1 sin ξ ) ( 1 λ sin ξ ) X 1 ( ξ ) = ( 1 sin ξ ) ( sin ξ + λ sin ξ ) X 2 ( ξ ) = ( 1 cos ξ ) ( cos ξ + λ cos ξ ) X 3 ( ξ ) = ( 1 cos ξ ) ( 1 λ cos ξ )
where, ξ is the variable, the range of ξ is: 0 ≤ ξπ/2, and λ is the parameter, the value range of λ is: 1 λ 1 .

3.3. Construction of Tooth Surface

3.3.1. Construction of Tooth Surface for Bevel Gear I

The section curve ΓsI of bevel gear I in coordinate system SfI is expressed:
r s f I = x s I y s I 0 1 T
Based on the principle of construction mentioned earlier, the constructed tooth surface ΣI is obtained, and the ΣI in coordinate system S I is represented:
r Σ I ( φ , t I ) = M p f I r s f I
where,
M p f I = i s I β s I i s I γ s I i s I α s I j s I β s I j s I γ s I j s I α s I k s I β s I k s I γ s I k s I α s I 0 0 0 L I ( t I )

3.3.2. Construction of Tooth Surface for Bevel Gear II

According to the conjugate curve principle in the second section, the conjugate curve ΓII of spatial curve ΓI was obtained. Then, the coordinate system SfII is established at an arbitrary point on conjugate curve ΓII by its tangent vector αII, principal normal vector βII, and binormal vector γII. Unlike the section curve Γs1 of bevel gear I, the section curve Γs2 of bevel gear II is composed of a segment of interpolation curve lu-II(ξ), and the interpolation curve lu-II(ξ) in coordinate system SfII is expressed:
r s f u g = x u g y u g 0 1 T
Therefore, the constructed tooth surface Σ u g is obtained, and the Σ u g in coordinate system SII is represented:
r Σ u g = M p f II r s f u g
where,
M p f II = i s II β s II i s II γ s II i s II α s II j s II β s II j s II γ s II j s II α s II k s II β s II k s II γ s II k s II α s II 0 0 0 L II ( t II )

4. Gear Tooth Characteristics Analysis

4.1. Continuity Conditions of Tooth Surface

When constructing tooth surfaces, it is essential to ensure the continuity of the tooth surface. According to the principles of tooth surface construction, it is known that when the tooth profile curve is continuous, the generated tooth surface is also continuous. Therefore, it is necessary to derive the continuity conditions of the tooth profile curve for bevel gear II. For interpolation curves, C2 continuity is generally required, meaning that the second derivative of the curve is continuous [27,28,29]. In order to achieve smoother interpolation curves and a smoother surface formed by these curves, this paper derives the conditions for C3 continuity of the interpolation curves, ensuring that the third derivative of the interpolation curves is continuous [30].
The values of the interpolation curve lu-II(ξ) at the starting point and endpoint of the u-th segment respectively are:
l u -II ( 0 ) = p u 0
l u -II ( π 2 ) = p u 3
The values of the interpolation curve lu-II(ξ) at the starting point and endpoint of the (u + 1)-th segment respectively are:
l u + 1 - II ( 0 ) = p ( u + 1 ) 0
l u + 1 - II ( π 2 ) = p ( u + 1 ) 3
It can be concluded from Equation (26) that:
p u 3 = p ( u + 1 ) 0 = A u
The first derivative of the interpolation curve lu-II(ξ) is obtained:
l u - II ( ξ ) = ( 1 + λ ) ( p u 1 p u 0 ) cos ξ + p u 3 p u 2 1 + λ + 2 p u 0 λ + ( p u 1 + p u 2 ) 1 + λ p u 3 λ cos ξ sin ξ
The second derivative of the interpolation curve lu-II(ξ) is obtained:
l u - II ( ξ ) = p u 3 p u 2 1 + λ cos ξ + 2 ( p u 0 p u 3 ) λ + ( p u 2 p u 1 ) 1 + λ cos 2 ξ + p u 0 p u 1 1 + λ sin ξ
The third derivative of the interpolation curve lu-II(ξ) is obtained:
l u - II ( ξ ) = p u 2 p u 3 1 + λ sin ξ + p u 0 p u 1 1 + λ + 8 p u 3 p u 0 λ + ( p u 1 p u 2 ) 1 + λ sin ξ cos ξ
To ensure the C1 continuity of the interpolation curve lu-II(ξ), the first derivative of the interpolation curve lu-II(ξ) needs to be continuous, that is:
l u + 1 - II ( 0 ) = l u - II ( π 2 )
According to Equation (20), the first derivatives of the interpolation curve at the starting-point and endpoint values can be obtained as follows:
l u + 1 - II ( 0 ) = ( 1 + λ u ) ( p ( u + 1 ) 1 p ( u + 1 ) 0 )
l u - II ( π 2 ) = ( 1 + λ u + 1 ) ( p u 3 p u 2 )
Substituting Equations (34), (39) and (40) into (38), it could be obtained by:
η u + 1 = 1 ( 1 χ u ) A u V u 1 A u V u
To ensure the C2 continuity of the interpolation curve lu-II(ξ), the second derivative of the interpolation curve lu-II(ξ) needs to be continuous, that is:
l u + 1 - II ( 0 ) = l u - II ( π 2 )
l u + 1 - II ( 0 ) = 2 λ u + 1 p ( u + 1 ) 0 2 ( 1 + λ u + 1 ) p ( u + 1 ) 1 + ( 1 + λ u + 1 ) p ( u + 1 ) 2 + ( 1 λ u + 1 ) p ( u + 1 ) 3
l u - II ( π 2 ) = ( 1 λ u ) p u 0 + ( 1 + λ u ) p u 1 2 ( 1 + λ u ) p u 2 + 2 λ u p u 3
Substituting Equation (34) into (42):
λ u = λ u + 1
The range of values for λu is 0 λ u 1 , and in order to achieve the continuity of the interpolation curve lu-II(ξ),
λ u = λ u + 1 = 1
Substituting Equations (20), (43) and (44) into (42):
X u + 1 = ( 3 4 X u ) V u 1 A u η u A u 1 V u 1 A u V u V u A u + 1
Because the range of X u is 0 < X u + 1 < 1 , it is deduced:
( 3 4 X u ) V u 1 A u A u V u V u A u + 1 V u 1 A u 1 < η u < ( 3 4 X u ) A u V u V u 1 A u 1
The third derivative of the interpolation curve lu-II(ξ) needs to be continuous, that is:
l u + 1 - II ( 0 ) = p ( u + 1 ) 0 p ( u + 1 ) 1 1 + λ u + 1
l u - II ( π 2 ) = p u 2 p u 3 1 + λ u
According to Equation (42), it could be concluded that:
p ( u + 1 ) 1 = 2 p u 3 p u 2
Substituting Equations (34) and (51) into (49):
l u + 1 - II ( 0 ) = p u 2 p u 3 1 + λ u
Therefore, it could be deduced by:
l u + 1 - II ( 0 ) = l u - II ( π 2 )
This implies that the interpolation curve satisfies C3 continuity, and when the interpolated curve satisfies C2 continuity, the interpolated curve automatically satisfies C3 continuity. Consequently, when the interpolated curve satisfies Equations (34), (41), (47) and (48) then the interpolated curve lu-II(ξ) can achieve C3 continuity.

4.2. Non-Interference Condition of Tooth Surface

The interpolation curve is constructed after satisfying the condition of C3 continuity, and then the tooth surface is constructed according to the construction principle. It is necessary to conduct interference analysis on the tooth surfaces of bevel gear I with multi-point contact and bevel gear II with multi-point contact and derive the condition that these two tooth surfaces do not interfere. According to the meshing theory of tooth surfaces, it could be determined whether there is curvature interference between two tooth surfaces based on the sign of the induced principal curvature.
If there is no curvature interference between these two tooth surfaces ΣI and ΣII, the induced normal curvature K 1 I-II of tooth surfaces ΣI and the induced normal curvature K 2 I-II of tooth surfaces ΣI are positive values. This is the condition where there is no interference between the contact points of the bevel gear teeth, expressed as:
K 1 I-II > 0 K 2 I-II > 0
According to the principles of differential geometry and tooth profile construction, the principal curvatures K 1 I-II and K 2 I-II could be determined:
K 1 I-II = K 1 I K 1 II
K 2 I-II = K 2 I K 2 II
where, K 1 I and K 1 II are the two principal curvatures of tooth profile ΣI; K 2 I and K 2 II are the two principal curvatures of tooth profile ΣII.
According to differential geometry, K 1 I and K 2 I satisfy the equation:
E I G I F I 2 K κ I 2 L I G I 2 M I F I + N I E I K κ I + L I N I M I 2 = 0
where, κ represents I or II, the first and second fundamental form coefficients EI, FI, GI, LI, MI, NI for tooth surface ΣI can be separately derived [31]:
E I = D ( r Σ I ( φ , t I ) , φ ) D ( r Σ I ( φ , t I ) , φ ) F I = D ( r Σ I ( φ , t I ) , φ ) D ( r Σ I ( φ , t I ) , t I ) G I = D ( r Σ I ( φ , t I ) , t I ) D ( r Σ I ( φ , t I ) , t I ) L I = D ( r Σ I ( φ , t I ) , φ ) D ( n Σ I ( φ , t I ) , φ ) M I = D ( r Σ I ( φ , t I ) , φ ) D ( n Σ I ( φ , t I ) , t I ) N I = D ( r Σ I ( φ , t I ) , t I ) D ( n Σ I ( φ , t I ) , t I )
where, D(rΣI(φ,tI),φ) is the first derivative of rΣI(φ,tI) with respect to the parameter φ, and D(rΣI(φ,tI),tI) is the first derivative of rΣI(φ,tI) with respect to the parameter tI, D(nΣI(φ,tI),φ) is the first derivative of unit normal vector nΣI(φ,tI) of tooth surface rΣI with respect to the parameter φ, and D(nΣI(φ,tI),tI) is the first derivative of nΣI(φ,tI) with respect to the parameter tI.
The unit normal vector nΣI(φ,tI) of tooth surface rΣI is obtained:
n Σ I ( φ , t I ) = D ( r Σ I ( φ , t I ) , φ ) × D ( r Σ I ( φ , t I ) , t I ) D ( r Σ I ( φ , t I ) , φ ) × D ( r Σ I ( φ , t I ) , t I )
For bevel gear II, it is necessary to determine the corresponding principal curvatures K 1 I-II and K 2 I-II of the tooth surface r Σ u g formed by the interpolation curves lu-II(ξ) in different segments.
According to differential geometry, K 1 II and K 2 II satisfy the equation:
E II G II F II 2 K κ II 2 L II G II 2 M II F II + N II E II K κ II + L II N II M II 2 = 0
where, the first and second fundamental form coefficients EII, FII, GII, LII, MII, NII for tooth surface Σ II can be separately derived [31]:
E II = D ( r Σ u g ( ξ , t II ) , ξ ) D ( r Σ u g ( ξ , t II ) , ξ ) F II = D ( r Σ u g ( ξ , t II ) , ξ ) D ( r Σ u g ( ξ , t II ) , t II ) G II = D ( r Σ u g ( ξ , t II ) , t II ) D ( r Σ u g ( ξ , t II ) , t II ) L II = D ( r Σ u g ( ξ , t II ) , ξ ) D ( n Σ u g ( ξ , t II ) , ξ ) M II = D ( r Σ u g ( ξ , t II ) , ξ ) D ( n Σ u g ( ξ , t II ) , t II ) N II = D ( r Σ u g ( ξ , t II ) , t II ) D ( n Σ u g ( ξ , t II ) , t II )
where, D ( r Σ u g ( ξ , t II ) , ξ ) is the first derivative of r Σ u g ( ξ , t II ) with respect to the parameter ξ , and D ( r Σ u g ( ξ , t II ) , t II ) is the first derivative of r Σ u g ( ξ , t II ) with respect to the parameter t II , D ( n Σ u g ( ξ , t II ) , ξ ) is the first derivative of unit normal vector n Σ u g ( ξ , t II ) of tooth surface r Σ u g with respect to the parameter ξ , and D ( n Σ u g ( ξ , t II ) , t II ) is the first derivative of n Σ u g ( ξ , t II ) with respect to the parameter t II .

5. Analysis of Load-Bearing Characteristics

5.1. Bevel Gear Pair Parameters

According to the principles outlined in Section 2 and Section 3, tooth surfaces with single-point, two-point, three-point, and five-point contact based on the fundamental parameters in Table 1 are constructed. Subsequently, the complete gear pairs were assembled. Figure 9 shows the model of a bevel gear pair with five-point contact.

5.2. Influence of Meshing Points on Contact Stress

According to the established models of bevel gear pairs with single-point, two-point, three-point, and five-point contact, contact simulations were conducted using the Abaqus software. When partitioning the mesh, C3D8I elements were employed, yielding a mesh size of approximately 0.35. The total number of mesh elements amounted to 422,400 [24]. When selecting materials, structural steel was chosen with an elastic modulus set to 210 GPa, the Poisson’s ratio is set to 0.3 and the yield strength is 850 MPa, the fracture strength is 1200 MPa [22], and the boundary conditions are set as shown in Figure 10. In Figure 10, bevel gear I and bevel gear II each have only one degree of freedom for rotation around their respective axes. An angular velocity of 3.5 rad/s around the zI axis is applied to bevel gear I, the torque of 100 Nm and 540 Nm are applied to the bevel gear II to resist the rotation of bevel gear I, respectively.
The established models of bevel gears with single-point, double-point, triple-point, and five-point contacts obtained contact pattern through simulation experiments, as shown in Figure 11. It is evident in Figure 11 that the distribution of contact points varies along the tooth height direction. The contact pattern for a single-point contact bevel gear is an ellipse close to the middle position of the tooth. For the bevel gear with double-point contact, the contact pattern consists of two ellipses. Similarly, the bevel gear with three-point contact has three ellipses, and the bevel gear with five-point contact has five ellipses. The ellipses are distributed along the tooth height direction, with the long axis in the tooth width direction. This is consistent with the contact trajectory of the literature [25,26], where there is full-width contact along the tooth width direction, and there are multiple contact points in the tooth height direction. As the bevel gear pair moves, the contact ellipses move along the tooth width direction, achieving full-width contact, as shown in Figure 12.
When the load torque of 100 Nm and 540 Nm are applied in the bevel gear II, the range from 0 degree to 22 degrees is the single tooth meshing area, the range from 22 degrees to 36 degrees is the double tooth meshing area. Subsequently, when the bevel gear I rotates from 36 degrees to 68 degrees, it corresponds to the first complete single-tooth engagement region. By repeating this process, the contact stress variation law of the bevel gear pair with multi-point contact based on the geometric elements could be obtained, as shown in Figure 13 and Figure 14. When the number of meshing teeth is the same, the contact stress on the small gear decreases gradually from the small end to the large end. The maximum contact stress occurs on the bevel gear with single-point contact, followed by the bevel gear with double-point contact. Then the contact stress on the bevel gear with three-point contact is smaller than that on the bevel gear with double-point contact, and the lowest contact stress is observed on the bevel gear with five-point contact. Multi-point contact for bevel gear based on the geometric elements can effectively decrease the contact stress, this is consistent with the results in the literature [26].
When the load applied in the bevel gear II is 100 Nm, the maximum contact stress on the bevel gear with single point contact in the first complete single-tooth engagement region is 742 MPa, it is 682 MPa for the bevel gear with double-point contact, it is 546 MPa for the bevel gear with three-point contact, and it is 435 MPa for the bevel gear with five-point contact. The maximum contact stress for the bevel gear with five-point contact is reduced by 41.37% compared to the maximum contact stress of the bevel gear with single-point contact, by 36.22% compared to the maximum contact stress of the bevel gear with double-point contact, and by 20.33% compared to the maximum contact stress of the bevel gear with three-point contact.
When the load applied in the bevel gear II is 540 Nm, the maximum contact stress on the bevel gear with single point contact in the first complete single-tooth engagement region is 1348 MPa. This value is close to the maximum contact pressure value reported in the literature [32]. In the literature [32], when the torque of 600 Nm is applied to bevel gear II, the maximum contact pressure for single-point contact on the mating bevel gear is 1400 MPa. The maximum contact stress is 1169 MPa for the bevel gear with double-point contact, the maximum contact stress is 1112 MPa for the bevel gear with three-point contact, and the maximum contact stress is 981 MPa for the bevel gear with five-point contact. The maximum contact stress for the bevel gear with five-point contact is reduced by 27.23% compared to the maximum contact stress of the bevel gear with single-point contact, by 16.08% compared to the maximum contact stress of the bevel gear with double-point contact, and by 11.78% compared to the maximum contact stress of the bevel gear with three-point contact.

5.3. Influence of Distance between Contact Points on Contact Stress

Taking the example of double-point contact bevel gear pair, the influence of the distance between contact points on the contact stress of bevel gear pairs when the number of contact points is the same is analyzed. Models of bevel gear pairs with distances of 0.005 mm, 0.007 mm, and 0.01 mm between the double contact points are respectively is established for contact analysis. The resulting contact patterns are shown in Figure 15, double contact ellipses are depicted on the tooth surface, with these two contact ellipses distributed along the tooth height direction. The difference lies in that in diagram (c), the distance between the two contact ellipses is the greatest; in diagram (b), the distance between the two contact ellipses is next; and in diagram (a), the distance between the two contact ellipses is the smallest. As the distance between the contact points decreases, the distance between the two ellipses also decreases.
Figure 16 and Figure 17 depict the variation trend of contact stress for bevel gears based on geometric elements with double-point contact from engagement to disengagement under the load of 100 Nm and 540 Nm, respectively. From Figure 16 and Figure 17, it could be observed that the smaller the maximum non-contact distance between contact points, the lower the contact stress for the bevel gear based on geometric elements with the same number of contact points. A smaller maximum non-contact distance between contact points corresponds to lower contact stress and tends to approach contact along the tooth height line.
When the load applied in the bevel gear II is 100 Nm, the maximum contact stress on the bevel gear with the distance of 0.01 mm between the double contact points in the first complete single-tooth engagement region is 705 MPa, it is 682 MPa for the bevel gear with the distance of 0.007 mm between the double contact points, it is 542 MPa for the bevel gear with the distance of 0.005 mm between the double contact points. The maximum contact stress for the bevel gear with the distance of 0.005 mm between the double contact points is reduced by 23.21% compared to the maximum contact stress of the bevel gear with the distance of 0.007 mm between the double contact points, by 20.52% compared to the maximum contact stress of the bevel gear with the distance of 0.01 mm between the double contact points.
When the load applied in the bevel gear II is 540 Nm, the maximum contact stress on the bevel gear with the distance of 0.01 mm between the double contact points in the first complete single-tooth engagement region is 1328 MPa, it is 1169 MPa for the bevel gear with the distance of 0.007 mm between the double contact points, it is 1096 MPa for the bevel gear with the distance of 0.005 mm between the double contact points. The maximum contact stress for the bevel gear with the distance of 0.005 mm between the double contact points is reduced by 17.47% compared to the maximum contact stress of the bevel gear with the distance of 0.007 mm between the double contact points, by 6.24% compared to the maximum contact stress of the bevel gear with the distance of 0.01 mm between the double contact points.

6. Conclusions

In this paper, the design method of novel bevel gear with high load-capacity based on geometric elements have been proposed, and then the correlation analysis and experimental verification of the novel bevel gear were carried out. Throughout the research, there are several conclusions as follows:
(1)
The design method of bevel gear with high load-capacity is put forward, the proposed novel gear enables multi-point contact in the tooth height direction, and full-tooth-width contact along the tooth width direction.
(2)
The mathematical model of novel bevel gear is established, and then the analysis of gear tooth characteristics is conducted, conditions for tooth surface continuity and non-interference are also deduced.
(3)
The load-bearing characteristics are analyzed, revealing that increasing the number of contact points can reduce the contact stress. For the bevel gear pair with five-point contact, the contact stress is 41.37% lower than that of a bevel gear pair with single-point contact under the torque of 100 Nm.
(4)
When the number of contact points is the same, increasing the distance between the contact points can also reduce the contact stress.
(5)
For the bevel gear pairs with multi-point contact based on the geometric elements, it requires higher tooth surface accuracy and still face challenges in manufacturing, which need to be further addressed.

Author Contributions

Conceptualization, B.C.; methodology, L.Z.; software, J.M.; formal analysis, C.T.; writing—original draft preparation, D.W.; writing—review and editing, J.S.; visualization, L.A. All authors have read and agreed to the published version of the manuscript.

Funding

This research was funded by the National Key R&D Program of China, grant number 2023YFB3406300.

Data Availability Statement

Data are contained within the article.

Conflicts of Interest

The authors declare no conflict of interest.

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Figure 1. Schematic diagram of the novel bevel gear.
Figure 1. Schematic diagram of the novel bevel gear.
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Figure 2. Conjugate curves.
Figure 2. Conjugate curves.
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Figure 3. Coordinate systems.
Figure 3. Coordinate systems.
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Figure 4. Schematic diagram of arbitrary normal vector.
Figure 4. Schematic diagram of arbitrary normal vector.
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Figure 5. Schematic diagram of tooth surface construction.
Figure 5. Schematic diagram of tooth surface construction.
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Figure 6. Tooth profile diagram of bevel gear I.
Figure 6. Tooth profile diagram of bevel gear I.
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Figure 7. Selection of contact points.
Figure 7. Selection of contact points.
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Figure 8. Schematic diagram of intersection point Vu.
Figure 8. Schematic diagram of intersection point Vu.
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Figure 9. Bevel gear pairs with five-point contact.
Figure 9. Bevel gear pairs with five-point contact.
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Figure 10. Boundary condition.
Figure 10. Boundary condition.
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Figure 11. Contact pattern of bevel gear with multi-point contact.
Figure 11. Contact pattern of bevel gear with multi-point contact.
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Figure 12. Diagram of full tooth width contact.
Figure 12. Diagram of full tooth width contact.
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Figure 13. Contact stress of bevel gear pairs when loaded with 100 Nm load.
Figure 13. Contact stress of bevel gear pairs when loaded with 100 Nm load.
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Figure 14. Contact stress of bevel gear pairs when loaded with 540 Nm load.
Figure 14. Contact stress of bevel gear pairs when loaded with 540 Nm load.
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Figure 15. Contact patterns for bevel gears with different distances between contact points.
Figure 15. Contact patterns for bevel gears with different distances between contact points.
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Figure 16. Contact stress of bevel gear pairs with double-point contact when loaded with 100 Nm load.
Figure 16. Contact stress of bevel gear pairs with double-point contact when loaded with 100 Nm load.
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Figure 17. Contact stress of bevel gear pairs with double-point contact when loaded with 540 Nm load.
Figure 17. Contact stress of bevel gear pairs with double-point contact when loaded with 540 Nm load.
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Table 1. Basic parameters of bevel gear pairs.
Table 1. Basic parameters of bevel gear pairs.
ParameterBevel Gear IBevel Gear II
Number of teeth824
Module6.75 mm
Pitch cone angle18.435 deg.71.565 deg.
Spiral angle35 deg.
Hand of spiralLeft handRight hand
Shaft angle90 deg.
Face width30 mm
Outer cone distance83.48 mm250.45 mm
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Wang, D.; Zhang, L.; Tian, C.; Miao, J.; An, L.; Shi, J.; Chen, B. Mathematical Model and Analysis of Novel Bevel Gear with High Load-Capacity Based on the Geometric Elements. Mathematics 2024, 12, 1373. https://doi.org/10.3390/math12091373

AMA Style

Wang D, Zhang L, Tian C, Miao J, An L, Shi J, Chen B. Mathematical Model and Analysis of Novel Bevel Gear with High Load-Capacity Based on the Geometric Elements. Mathematics. 2024; 12(9):1373. https://doi.org/10.3390/math12091373

Chicago/Turabian Style

Wang, Dongyu, Luhe Zhang, Chao Tian, Jiacheng Miao, Laiqiang An, Jia Shi, and Bingkui Chen. 2024. "Mathematical Model and Analysis of Novel Bevel Gear with High Load-Capacity Based on the Geometric Elements" Mathematics 12, no. 9: 1373. https://doi.org/10.3390/math12091373

APA Style

Wang, D., Zhang, L., Tian, C., Miao, J., An, L., Shi, J., & Chen, B. (2024). Mathematical Model and Analysis of Novel Bevel Gear with High Load-Capacity Based on the Geometric Elements. Mathematics, 12(9), 1373. https://doi.org/10.3390/math12091373

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