Mechanism and Machine Theory 133 (2019) 127–149
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Mechanism and Machine Theory
journal homepage: www.elsevier.com/locate/mechmachtheory
Research paper
Concave and convex modifications analysis for skewed
beveloid gears considering misalignments
Siyuan Liu, Chaosheng Song
∗
, Caichao Zhu, Gaoxiang Ni, Najeeb Ullah
The State Key Laboratory of Mechanical Transmissions, Chongqing University, Chongqing 400030, China
a r t i c l e i n f o
Article history:
Received 9 August 2018
Revised 14 November 2018
Accepted 20 November 2018
Keyword:
Skewed beveloid gear
Contact characteristics
Concave and convex modifications
Misalignments
Shaft deformation
a b s t r a c t
The mathematical models of beveloid surface with concave and convex modifications were
derived. The finite element and analytical mesh models were developed considering the
shaft deformation and misalignments including pinion axial position, center distance and
shaft angle errors. Then, tooth contact analysis were conducted to study the impacts of
loads and misalignments on contact characteristics. Results show that the higher load ap-
plied has stronger effects for enlarging contact pattern and lowering transmission error
with the concave and convex modifications. Moreover, the proposed tooth modifications
can decrease the sensitivity of contact characteristics to misalignments. The shaft angle
error has the greatest impact on the mesh behaviors. The contact path and pattern are
prone to shift the location along tooth trace direction due to shaft angle and center dis-
tance errors. The contact stress, bending stress and transmission error are seen to increase
due to these two assembly errors. Pinion axial position error does not affect the location
of the contact path and pattern significantly. However, it can increase the magnitude and
change the location of the maximum tooth bending stress in the axis direction. Finally, it
only produces minimal effect on the contact stress, contact area and transmission error.
© 2018 Elsevier Ltd. All rights reserved.
1. Introduction
Beveloid gears, commonly called as involute helicoid or conical involute gears, are applied to intersected and skewed
gearing transmission with small shaft angle, which offers significant space and weight savings for angle-drive marine propul-
sion system, all-drive automotive drivetrain and Benson’s Swash-Plate engine. However, the main shortcoming for this type
of driving is the theoretical point contact that results in the high relative sliding velocity, low surface durability, high noise
and vibration. To overcome these shortcomings, the macro-geometry design method with proximate line contact constraints
to calculate and control the first principle directions(FPD) angle for engaged tooth surfaces were proposed [1–2]. But the
problem is that the decrease of the designed angle tends to increase the sensitivity of the gear mesh characteristics to the
misalignments due to the manufacturing errors, assembly errors and deformations. In general, tooth modification is a typi-
cal approach to mitigate this issue. Currently, there were many studies done to investigate the tooth modifications including
crowing and slope modifications in the design and manufacturing of gears. But, very little investigations have been directed
at the concave-convex modifications and the sensitivity analysis to the misalignments for beveloid gears with a very small
skewed shaft angle (lower than 15 °).
∗
Corresponding author.
E-mail address: chaoshengsong@hotmail.com (C. Song).
https://doi.org/10.1016/j.mechmachtheory.2018.11.012
0094-114X/© 2018 Elsevier Ltd. All rights reserved.