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MIT OpenCourseWare http://ocw.mit.edu

2.72 Elements of Mechanical Design Spring 2009

For information about citing these materials or our Terms of Use, visit: http://ocw.mit.edu/terms. 2.72 Elements of Mechanical Design Lecture 12: , , drives Schedule and reading assignment Quiz ‰ Bolted joint qualifying Thursday March 19th

Topics ‰ Belts ‰ Friction drives ‰ Gear kinematics

Reading assignment • Read: 14.1 – 14.7

• Skim: Rest of Ch. 14

© Martin Culpepper, All rights reserved 2 Topic 1: Belt Drives

© Martin Culpepper, All rights reserved 3 Belt Drives Why Belts? ‰ /speed conversion ‰ Cheap, easy to design ‰ Easy maintenance ‰ Elasticity can provide damping, shock absorption Image by dtwright on Flickr.

Keep in mind ‰ Speeds generally 2500-6500 ft/min ‰ Performance decreases with age

Images removed due to copyright restrictions. Please see: Image by v6stang on Flickr. http://www.tejasthumpcycles.com/Parts/primaryclutch/3.35-inch-harley-Street-Belt-Drive.jpg http://www.al-jazirah.com.sa/cars/topics/serpentine_belt.jpg

© Martin Culpepper, All rights reserved 4 Belt Construction and Profiles Many flavors ‰ Flat is cheapest, natural ‰ Vee allows higher ‰ Synchronous for timing

Usually composite structure ‰ Rubber/synthetic surface for friction ‰ Steel cords for tensile strength

© Martin Culpepper, All rights reserved 5 Belt Drive Geometry

Driven Slack Side

d2 d 1 ω ω1 2

Driving vbelt Pulley Tight Side

© Martin Culpepper, All rights reserved 6 Belt Drive Geometry

θ2

θ1

dspan

dcenter

© Martin Culpepper, All rights reserved 7 Contact Angle Geometry

θ2 d2

θ1 d1 ω1 ω2

dspan

dcenter

⎛ d −d ⎞ ⎛ d −d ⎞ θ =π −2sin−1 ⎜ 2 1 ⎟ θ =π +2sin−1 ⎜ 2 1 ⎟ 1 ⎜2d ⎟ 2 ⎜ ⎟ ⎝ center⎠ ⎝ 2dcenter⎠

© Martin Culpepper, All rights reserved 8 Belt Geometry

θ2 d2

θ1 d1 ω1 ω2

dspan

dcenter

2 2 ⎛ d2 −d1 ⎞ 2 2 1 dspan = dcenter−⎜ ⎟ L = 4d −(d −d ) + (dθ +d θ ) ⎝ 2 ⎠ belt center 2 1 2 1 1 2 2

© Martin Culpepper, All rights reserved 9 Drive Kinematics

θ2 d2

θ1 d1 ω1 ω2

dspan

dcenter

d ω d1 d 2 1 = 2 vb = ω1 = ω2 2 2 d2 ω1

© Martin Culpepper, All rights reserved 10 Elastomechanics Elastomechanics → torque ‰ Kinematics → speed transmission Link belt preload to torque transmission ‰ Proceeding analysis is for flat/round belt

Driven Pulley Slack Side

d2

d1 ω2 ω1

Driving vbelt Pulley Tight Side

© Martin Culpepper, All rights reserved 11 Free Body Diagram

y x dS

F

μdN F+dF

dN d/2

•Tensile force (F) •Normal force (N) dθ •Friction force (μN) •Centrifugal force (S)

© Martin Culpepper, All rights reserved 12 Force Balance

y dS x

F

Using small angle approx: μdN F+dF dθ dθ ΣFy = 0 = −(F + dF) − F + dN + dS dN d/2 2 2 Fdθ = dN + dS

dθ ΣFx = 0 = −μdN − F + (F + dF) μdN = dF

© Martin Culpepper, All rights reserved 13 Obtaining Differential Eq

y dS x

F

Let m be belt mass/unit length μdN 2 F+dF ⎛ d ⎞ dS = m⎜ ⎟ ω2dθ dN d/2 ⎝ 2⎠ Combining these red eqns: 2 ⎛ d ⎞ dF = μFdθ − μm⎜ ⎟ ω 2dθ dθ ⎝ 2 ⎠ 2 dF ⎛ d ⎞ − μF = −μm⎜ ⎟ ω 2 dθ ⎝ 2 ⎠

© Martin Culpepper, All rights reserved 14 Belt Tension to Torque

Let the difference in tension between the loose side (F2) and the tight side (F1) be related to torque (T) T F F − F = 1 1 2 d 2

Solve the previous integral over contact angle and apply F1 and T F2 as b.c.’s and then do a page of algebra:

μθ F T e contact +1 2 Ftension = d eμθcontact −1 2 μθcontact ⎛ d ⎞ 2 2e F1 = m⎜ ⎟ ω + Ftension μθ ⎝ 2 ⎠ e contact + 1 Used to find stresses 2 in belt!!! ⎛ d ⎞ 2 2 F2 = m⎜ ⎟ ω + Ftension ⎝ 2 ⎠ eμθcontact + 1 © Martin Culpepper, All rights reserved 15 Practical Design Issues Pulley/Sheave profile ‰ Which is right?

Manufacturer → lifetime eqs ‰ Belt Creep (loss of load capacity) ‰ Lifetime in cycles A B C

Idler Pulley Design ‰ Catenary eqs → deflection to tension ‰ Large systems need more than 1 Idler

ALTIDL P/S Water pump & fan

Idler

Crank

Images by v6stang on Flickr.

© Martin Culpepper, All rights reserved Figure by MIT OpenCourseWare. 16 Practice problem Delta 15-231 Press ‰ 1725 RPM Motor (3/4 hp) Images removed due to copyright restrictions. Please see ‰ 450 to 4700 RPM operation http://www.rockler.com/rso_images/Delta/15-231-01-500.jpg ‰ Assume 0.3 m shaft separation ‰ What is max torque at drill bit? ‰ What size belt? ‰ Roughly what tension?

© Martin Culpepper, All rights reserved 17 Topic 2: Friction Drives

© Martin Culpepper, All rights reserved 18 Friction Drives Why Friction Drives? ‰ Linear ↔ Rotary Motion Images removed due to copyright restrictions. Please see http://www.beachrobot.com/images/bata-football.jpg ‰ Low /deadband http://www.borbollametrology.com/PRODUCTOS1/Wenzel/ ‰ Can be nm-resolution WENZELHorizontal-ArmCMMRSPlus-RSDPlus_files/rsplus.jpg

Keep in mind ‰ Preload → bearing selection ‰ Low stiffness and damping ‰ Needs to be clean ‰ Low drive force

© Martin Culpepper, All rights reserved 19 Anatomy

Motor and Transmission/ Drive Roller

Drive Bar Concerned with: •Linear Resolution •Output Force Backup •Max Roller Preload Rollers •Axial Stiffness

© Martin Culpepper, All rights reserved 20 Drive Kinematics/Force Output Kinematics found from no slip cylinder on flat

d d Δδ = Δθ ⋅ wheel bar 2 Δθ d v = ω wheel Δδ bar wheel 2

Force output found from static analysis ‰ Either motor or friction limited

2Twheel Foutput = where Foutput ≤ μFpreload dwheel

© Martin Culpepper, All rights reserved 21 Maximum Preload

−1 −1 ⎛ ⎞ For metals: 2 2 ⎜ 1 1 ⎟ ⎛ 1 − ν wheel 1−ν bar ⎞ 3σ E = ⎜ + ⎟ Re = + y e ⎜ ⎟ ⎜ d ⎟ τ = E E ⎜ wheel rcrown ⎟ max ⎝ wheel bar ⎠ ⎝ 2 ⎠ 2 1 ⎛ 3F R ⎞ 3 Variable Definitions ⎜ preload e ⎟ acontact = ⎜ ⎟ ⎝ 2 Ee ⎠ Shear Stress Equation

acontact Ee ⎛ 1 + 2ν wheel 2 ⎞ τ wheel = ⎜ + ⋅(1 +ν wheel )⋅ 2(1 +ν wheel )⎟ 2π Re ⎝ 2 9 ⎠

3 3 2 16π τ max Re Fpreload , max = 3 2 ⎛1+ 2ν wheel 2 ⎞ 3Ee ⎜ + ⋅(1+ν wheel )⋅ 2(1+ν wheel )⎟ ⎝ 2 9 ⎠

© Martin Culpepper, All rights reserved 22 Axial Stiffness

−1 ⎛ ⎞ ⎜ ⎟ 4a E 1 1 1 1 k = e e k = ⎜ + + + ⎟ tangential axial ⎜ k ⎟ (2 −ν )(1+ν ) k shaft torsion ktangential kbar ⎜ 2 ⎟ ⎝ dwheel ⎠ 3πEd 4 k = shaft shaft 4 L3 πGd 4 k = wheel torsion 32 L

EA k = c , bar bar L

© Martin Culpepper, All rights reserved 23 Friction Drives Proper Design leads to ‰ Pure radial bearing loads ‰ Axial drive bar motion only

Drive performance linked to motor/transmission ‰ Torque ripple ‰ Angular resolution

Images removed due to copyright restrictions. Please see

http://www.borbollametrology.com/PRODUCTOS1/Wenzel/WENZELHorizontal-ArmCMMRSPlus-RSDPlus_files/rsplus.jpg

© Martin Culpepper, All rights reserved 24 Topic 3: Gear Kinematics

© Martin Culpepper, All rights reserved 25 Gear Drives Why ? ‰ Torque/speed conversion ‰ Can transfer large torques ‰ Can run at low speeds ‰ Large reductions in small package

Keep in mind Image from robbie1 on Flickr. ‰ Requires careful design ‰ Attention to tooth loads, profile

Image from jbardinphoto on Flickr.

Images removed due to copyright restrictions. Please see http://elecon.nlihost.com/img/gear-train-backlash-and-contact-pattern-checking.jpg http://www.cydgears.com.cn/products/Planetarygeartrain/planetarygeartrain.jpg

© Martin Culpepper, All rights reserved 26 Gear Types and Purposes Spur Gears ‰ Parallel shafts ‰ Simple shape → easy design, low $$$ ‰ Tooth shape errors → noise ‰ No thrust loads from tooth engagement

Helical Gears ‰ Gradual tooth engagement → low noise ‰ Shafts may or may not be parallel ‰ Thrust loads from teeth reaction forces ‰ Tooth-tooth contact pushes gears apart

Images from Wikimedia Commons, http://commons.wikimedia.org

© Martin Culpepper, All rights reserved 27 Gear Types and Purposes Bevel Gears ‰ Connect two intersecting shafts ‰ Straight or helical teeth

Worm Gears ‰ Low transmission ratios ‰ is typically input (Why?) ‰ Teeth sliding → high friction losses

Rack and Pinion

‰ Rotary ↔ Linear motion Images from Wikimedia Commons, http://commons.wikimedia.org ‰ Helical or straight rack teeth

Pinion, m2 F (t) + a b k k

Figure by MIT OpenCourseWare. Rack, m1

© Martin Culpepper, All rights reserved Viscous damping, c Rack & Pinion 28 Tooth Profile Impacts Kinematics Want constant speed output ‰ Conjugate action = constant angular velocity ratio ‰ to conjugate action is to use an involute tooth profile

Output speed of “Real” involute/gear

“Ideal” involute/gear

ωout, [rpm]

Non or poor involute

time [sec]

© Martin Culpepper, All rights reserved 29 Instantaneous Velocity and Pitch Model as cylinders (no slip condition):

v v v v v ω1 r2 v = ω1 × r1 = ω2 × r2 = ω2 r1

Model gears as two pitch ‰ Contact at pitch point

Pitch Circles Meet @ Pitch Pt.

ω 2 ω2 r1 r2 r1 r2 ω ω1 1 v

© Martin Culpepper, All rights reserved 30 Instantaneous Velocity and Pitch Meshing gears must have same pitch

-Ng = # of teeth, Dp = Pitch diameter

Ng Diametral pitch, P : PD = D Dp

πDp π Circular pitch, PC: PC = = Ng PD

© Martin Culpepper, All rights reserved 31 Drawing the Involute Profile

•Gear is specified by Pitch Point diametral pitch and Φ

pressure angle, Φ Pitch Circle

Base Circle

Images from Wikimedia Commons, http://commons.wikimedia.org

DB/2

DP/2 Image removed due to copyright restrictions. Please see http://upload.wikimedia.org/wikipedia/commons/c/c2/Involute_wheel.gif

= DD PB cosΦ

© Martin Culpepper, All rights reserved 32 Drawing the Involute Profile

Pitch Point Pitch Circle DB L3 Ln = n Δθ

L2 2

3 2 1 L1 Base Circle

DB/2

© Martin Culpepper, All rights reserved 33 Transmission Ratio for Serial Gears

Power out: T y ω Gear train out out in: Tin y ωin

ω Transmission ratio for elements in series: TR = (proper sign)⋅ out ωin

N N D N ω From pitch equation: P = 1 = 2 = P 1 = 1 = 2 11 2 1 D D 2 1 2 D2 N2 ω1

For Large Serial Drive Trains: Productof driving TR = (proper sign)⋅ teeth Productof driven teeth

© Martin Culpepper, All rights reserved 34 Transmission Ratio for Serial Gears Product of driving teeth TR = (proper sign)⋅ Serial trains: Product of driven teeth Example 1:

TR = ?

in out Example 2: driven

drive

driven drive TR = ? driven drive in out

© Martin Culpepper, All rights reserved 35 Transmission Ratio for Serial Gears Example 3: Integral gears in serial gear trains ‰ What is TR? Gear 1 = input and 5 = output

Product of driving teeth TR = (proper sign)⋅ Product of driven teeth

Gear - 1 5 N = 9 1 4

Gear - 2

N2 = 38 2 Gear - 3 N = 9 3 1

Gear - 4

N4 = 67

Gear - 5 3 N5 = 33

© Martin Culpepper, All rights reserved 36 Planetary Gear Trains Planetary gear trains are very common ‰ Very small/large TRs in a compact Terminology:

Planet Planet Ring Planet gear gear gear Arm

Planet ω Arm 2

Planet Sun gear gear

© Martin Culpepper, All rights reserved 37 Planetary Gear Train Animation

How do we find the transmission Ring Arm ratio? gear

Image removed due to copyright restrictions. Please see http://www.cydgears.com.cn/products/Planetarygeartrain/

planetarygeartrain.jpg Train 1 Planet gear Sun

Ring Arm gear

Train 2 Planet gear Sun

© Martin Culpepper, All rights reserved 38 Planetary Gear Train TR If we make the arm Sun Gear stationary, than this is Planet Gear Ring Gear a serial gear train: ω ω −ω ra = ring arm = TR ω sa ωsun −ωarm N N N TR = − sun ⋅ planet = − sun N planet Nring Nring Arm ω pa ω planet −ωarm = = TR ωsa ωsun −ωarm N TR = − sun N planet

© Martin Culpepper, All rights reserved 39 Planetary Gear Train Example If the sun gear is the Sun Gear input, and the ring Planet Gear Ring Gear gear is held fixed:

ω 0 −ω ra = arm = TR ω sa ωsun −ωarm N N N TR = − sun ⋅ planet = − sun Arm N planet Nring Nring TR ω = ω = ω output arm TR −1 sun

© Martin Culpepper, All rights reserved 40 Case Study: Cordless Screwdriver

Given: Shaft TSH (ωSH) find motor TM (ωSH) ‰ Geometry dominates relative speed (Relationship due to TR)

2 Unknowns: TM and ωM with 2 Equations: ‰ Transmission ratio links input and output speeds ‰ Energy balance links speeds and torques

© Martin Culpepper, All rights reserved 41 Example: DC Motor shaft

T(ω): ⎛ ω ⎞ T()ω = T ⋅⎜1− ⎟ Motor torque-speed curve S ⎜ ω ⎟ ⎝ NL ⎠ T(ω) P(ω) obtained from P(ω) = T(ω) y ω

( 0 , TS ) Speed at maximum power output:

(ωNL , 0 ) ω ⎛ ω 2 ⎞ P()ω = T ()ω ⋅ω = T ⋅⎜ω − ⎟ S ⎜ ⎟ ⎝ ωNL ⎠ P(ω ) Motor power curve

ω NL ωPMAX = 2 PMAX

(ω , 0 ) ⎛ωNL ⎞ NL PMAX = TS ⋅⎜ ⎟ 4 ⎝ ⎠ ωPMAX ω

© Martin Culpepper, All rights reserved 42 Example: driver shaft

T(ω) A = Motor shaft torque-speed curve What is the torque-speed curve for the screw driver? B 1 Train ratio = /81 A

C ω

SCREW DRIVER SHAFT

MOTOR SHAFT TSH, ωSH TM, ωM

Electric GT-1 GT-2 Screw Driver Shaft Motor

System boundary

GEAR train # 1 GEAR train # 2

© Martin Culpepper, All rights reserved 43 Example: Screw driver shaft

P(ω) C = Motor shaft power curve D What is the power-speed curve for the screw driver?

1 Train ratio = /81 C

E

ω SCREW DRIVER SHAFT

MOTOR SHAFT TSH, ωSH TM, ωM

Electric GT-1 GT-2 Screw Driver Shaft Motor

System boundary

GEAR train # 1 GEAR train # 2

© Martin Culpepper, All rights reserved 44