Araştırma Makalesi
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DETERMINATION OF OPTIMAL BACKLASH IN PLANETARY GEARBOXES

Yıl 2025, Cilt: 13 Sayı: 3, 990 - 1000, 30.09.2025
https://doi.org/10.21923/jesd.1734959

Öz

Planetary gear reducers are widely used in sectors due to their high efficiency. In this study, the design, analysis, and experimental validation of a planetary gear system with a module of 4 and a gear ratio of 3.56 consisting of a central sun gear, three planetary gears, and an internally toothed ring gear have been carried out. The sun and planetary gears were made of nitrided 16MnCr5 steel, while the ring gear was made of nitrided 42CrMo4 steel. The gear strength calculations were performed in accordance with ISO 6336 using the GWJ GearEngineer software. With this integrated virtual prototype developed prior to manufacturing, the tip clearance, face width, and center-to-center alignment tolerances were optimized. The prototype reducer was manufactured with the sun, planet, and ring gear tooth counts selected as 27, 20, and -69, respectively. With an input torque of 100 Nm, the output torque reached 355 Nm. Operating at 1430 rpm under a load of 15 kW validated the accuracy of the calculations. Based on DIN 3967, appropriate backlash tolerance classes have been determined as 6-a28 for the sun gear, 6-cd27 for the planet gears, and 7-ab28 for the ring gear. The proposed methodology ensures design verification prior to mass production, offering both cost and quality advantages in planetary gearbox applications.

Kaynakça

  • Açıkgöz, V., 2021. Şardon makinelerinde kullanılan redüktörlerde meydana gelen aşırı ısınmanın farklı tasarımlar ile önlenmesi, Fen Bilimleri Enstitüsü, Yüksek Lisans Tezi, Pamukkale Üniversitesi, Denizli.
  • AGMA (American Gear Manufacturers Association). (1995). ANSI/AGMA 2001-C95: Fundamental rating factors and calculation methods for involute spur and helical gear teeth. AGMA.
  • AGMA (American Gear Manufacturers Association). 2002. ANSI/AGMA 9005-E02: Industrial gear lubrication.
  • AGMA (American Gear Manufacturers Association). 2004. AGMA 2001-D04: Fundamental rating factors and calculation methods for involute spur and helical gear teeth. AGMA.
  • Arnaudov, K. B., Karaivanov, D. P., 2019. Planetary gear trains. CRC Press, 1st Edition Edition, Isbn 978042945852, Eng. Tech.
  • Aroua, A., Defreyne, P., Verbelen, F., Lhomme, W., Bouscayrol, A., Sergeant, P., & Stockman, K., 2023. Power loss scaling laws of high-speed planetary reducers. Mechanism and Machine Theory, 189, 105276.
  • Chaari, F., Fakhfakh, T., Hbaieb, R., Louati, J., & Haddar, M., 2006. Influence of manufacturing errors on the dynamic behavior of planetary gears. International Journal of Advanced Manufacturing Technology, 27, 738–746.
  • Chen, Z., & Yao, Y. (2021). Simulation and experimental test of load-sharing behavior of planetary gear train with flexible ring gear. Mechanism and Machine Theory, 158, 104218.
  • Chen, Z., & Yao, Y., 2021. Simulation and experimental test of load-sharing behavior of planetary gear train with flexible ring gear. Journal of Mechanical Science and Technology, 35(4), 1581–1590.
  • Cova, V., 2020. Design of an epicycloidal geartrain for a four-wheel drive Formula Student electric vehicle, Master Thesis, Politechnico Di Torino, Automotive Engineering.
  • Damir, T. J. 2012. Gears and gear drives. Wiley, University of Split, 1st Edition, Croatia.
  • DIN Deutsches Institut für Normung. (1995). DIN EN 10084: Case hardening steels, Technical delivery conditions. Beuth Verlag.
  • DIN Deutsches Institut für Normung. (2008). DIN EN 10084: Case-hardening steels, Technical delivery conditions. Beuth Verlag.
  • Drewniak, J., Garlicka, P., & Kolber, A., 2016. Design for a bi-planetary gear train. Scientific Journal of Silesian University of Technology. Series Transport, 91, 5–17.
  • Filiz, İ. H., Olguner, S., & Evyapan, E., 2017. A study on optimization of planetary gear trains. Acta Physica Polonica A, 132(3), 728–731.
  • Gleason/gwj Eng.. 2023. Gwj and system manager user documentation and engineering guidelines [Product documentation].
  • Guan, F., Zhou, C., & Huang, Q., 2013. An innovative planetary gear reducer with overcoming the "dead point". The Open Mechanical Engineering Journal, 7, 70–75.
  • Hsieh, L. C., Yan, H. S., & Wu, L. I., 1989. An algorithm for the automatic kinematic analysis of planetary gear trains by fundamental circuit method. Journal of the Chinese Society of Mechanical Engineers, 10(2), 153–158.
  • Hsieh, L.-C., & Chen, T.-H., 2013. On the design of planetary gear reducer with simple planet gears. Applied Mechanics and Materials, 284–287, 867–871.
  • Hsieh, L.-C., & Tang, H.-C., 2013. The kinematic design of 2K-2H planetary gear reducers with high reduction ratio. Applied Mechanics and Materials, 319, 610–615.
  • Huang, C., Huang, B., Zhang, Y., & Xiao, K., 2019. Modal analysis and experimental research on a planetary reducer with small tooth number difference. Transactions of the Canadian Society for Mechanical Engineering.
  • ISO (International Organization for Standardization). 2006. ISO 6336-5: Calculation of load capacity of spur and helical gears – Part 5: Strength and quality of materials. ISO.
  • ISO (International Organization for Standardization). 2016. ISO 683-1: Heattreatable steels, alloy steels and free-cutting steels – Part 1: Non-alloy steels for quenching and tempering. ISO.
  • ISO (International Organization for Standardization). 2016. ISO 683-2: Heattreatable steels, alloy steels and free-cutting steels – Part 2: Alloy steels for quenching and tempering. ISO.
  • Ivanov, K., Mukasheva, A., Algazieva, A., & Balbayev, G., 2014. A CAD design of a new planetary gear transmission. International Journal of Innovative Technology and Research, 2(4), 1063–1067.
  • Jeon, M.-H., Kim, L.-S., Noh, S.-Y., Zhen, Q., Choi, C., & Lyu, S.-K., 2017. Study on tooth micro-geometry optimization of rear gear set in 2-speed planetary gear reducer. Journal of the Korean Society of Manufacturing Process Engineers, 16(5).
  • Jin, L., Shao, J., Wang, X., Wang, Y., & Fu, B., 2021. Vibroacoustic characteristics analysis of a planetary gear reducer considering the exterior housing structure. Mechanical Sciences, 12(4), 539–557.
  • Mang, T, Dresel, W., 2007. Lubricants and lubrication. Pg. 220-280, John Wiley & Sons, Usa.
  • Mastrone, M. N., Hildebrand, L., Paschold, C., Lohner, T., Stahl, K., & Concli, F., 2023. Numerical and experimental analysis of the oil flow in a planetary gearbox. Applied Sciences, 13(2), 1014.
  • Özhan, H., 2014. Planet Dişli Mekanizmasında Halka Dişli Bağlantı Parçasının Kırılma Probleminin Gerilme Analizi ve Malzeme Seçimi Yapılarak Önlenmesi, Fen Bilimleri Enstitüsü, Yüksek Lisans Tezi, Bartın Üniversitesi, Bartın.
  • Özkasap, A. D., 2001. Düz dişli çarklarda aşınma-yağlama yağı ilişkisinin deneysel olarak incelenmesi, Fen Bilimleri Enstitüsü, Yüksek Lisans Tezi, Selçuk Üniversitesi, Konya.
  • Paygane, G., 1990. Dişli çarklarda yenme olayının yağlama bakımından incelenmesi, Fen Bilimleri Enstitüsü, Doktora Tezi, İstanbul Teknik Üniversitesi, İstanbul.
  • Yu Zhang, Wenxiu Lu, Fulei Chu., 2017. Planet gear fault localization for wind turbine gearbox using acoustic emission signals, Renewable Energy, Volume 109, Pages 449-460, ISSN 0960-1481, https://doi.org/10.1016/j.renene.2017.03.035.

PLANET REDÜKTÖRLERİNİN OPTİMUM DİŞ BOŞLUKLARININ BELİRLENMESİ

Yıl 2025, Cilt: 13 Sayı: 3, 990 - 1000, 30.09.2025
https://doi.org/10.21923/jesd.1734959

Öz

Planet redüktörler pek çok sektörde yüksek verimlilikleri ile öne çıkar. Bu çalışmada, merkezde güneş dişli, ortada üç planet dişli ve dışta içten dişli çember barındıran modül 4, çevrim oranı 3,56’lik bir planet sisteminin tasarımı, analizi ve deneysel doğrulaması gerçekleştirilmiştir. Malzeme olarak güneş ve planet dişlisi için 16MnCr5 çember dişli için 42CrMo4 Nitrasyonlu çelik seçildi. Dişli mukavemet hesapları ISO 6336 esas alınarak GWJ GearEngineer yazılımında yapılmıştır; İmalat öncesi yapılan bu bütünleşik sanal prototiple, diş tepe boşlukları, yanak genişliği ve eksenler arası hizalama toleransları optimize edilmiştir. Prototip üretimi tamamlanan redüktör, Güneş, planet, çember dişli diş sayısı sırası ile; 27, 20, -69 seçilmiştir. Giriş Torku 100Nm iken çıkış torku 355Nm. 1430 dev/dak. ve 15 Kw yük altında çalışarak hesaplamaların doğruluğu kanıtlanmıştır. Diş boşluğu hesaplamalarında DIN 3967 standardı baz alınarak güneş dişlide 6-a28, planet dişlide 6-cd27, çember dişlide 7-ab28 kalite sınıfının uygun olduğu çalışmada tespit edilmiştir. Sunulan metodoloji, seri üretim öncesi tasarımı doğrulayarak planet redüktör uygulamalarında maliyet ve kalite avantajı sağlamaktadır.

Kaynakça

  • Açıkgöz, V., 2021. Şardon makinelerinde kullanılan redüktörlerde meydana gelen aşırı ısınmanın farklı tasarımlar ile önlenmesi, Fen Bilimleri Enstitüsü, Yüksek Lisans Tezi, Pamukkale Üniversitesi, Denizli.
  • AGMA (American Gear Manufacturers Association). (1995). ANSI/AGMA 2001-C95: Fundamental rating factors and calculation methods for involute spur and helical gear teeth. AGMA.
  • AGMA (American Gear Manufacturers Association). 2002. ANSI/AGMA 9005-E02: Industrial gear lubrication.
  • AGMA (American Gear Manufacturers Association). 2004. AGMA 2001-D04: Fundamental rating factors and calculation methods for involute spur and helical gear teeth. AGMA.
  • Arnaudov, K. B., Karaivanov, D. P., 2019. Planetary gear trains. CRC Press, 1st Edition Edition, Isbn 978042945852, Eng. Tech.
  • Aroua, A., Defreyne, P., Verbelen, F., Lhomme, W., Bouscayrol, A., Sergeant, P., & Stockman, K., 2023. Power loss scaling laws of high-speed planetary reducers. Mechanism and Machine Theory, 189, 105276.
  • Chaari, F., Fakhfakh, T., Hbaieb, R., Louati, J., & Haddar, M., 2006. Influence of manufacturing errors on the dynamic behavior of planetary gears. International Journal of Advanced Manufacturing Technology, 27, 738–746.
  • Chen, Z., & Yao, Y. (2021). Simulation and experimental test of load-sharing behavior of planetary gear train with flexible ring gear. Mechanism and Machine Theory, 158, 104218.
  • Chen, Z., & Yao, Y., 2021. Simulation and experimental test of load-sharing behavior of planetary gear train with flexible ring gear. Journal of Mechanical Science and Technology, 35(4), 1581–1590.
  • Cova, V., 2020. Design of an epicycloidal geartrain for a four-wheel drive Formula Student electric vehicle, Master Thesis, Politechnico Di Torino, Automotive Engineering.
  • Damir, T. J. 2012. Gears and gear drives. Wiley, University of Split, 1st Edition, Croatia.
  • DIN Deutsches Institut für Normung. (1995). DIN EN 10084: Case hardening steels, Technical delivery conditions. Beuth Verlag.
  • DIN Deutsches Institut für Normung. (2008). DIN EN 10084: Case-hardening steels, Technical delivery conditions. Beuth Verlag.
  • Drewniak, J., Garlicka, P., & Kolber, A., 2016. Design for a bi-planetary gear train. Scientific Journal of Silesian University of Technology. Series Transport, 91, 5–17.
  • Filiz, İ. H., Olguner, S., & Evyapan, E., 2017. A study on optimization of planetary gear trains. Acta Physica Polonica A, 132(3), 728–731.
  • Gleason/gwj Eng.. 2023. Gwj and system manager user documentation and engineering guidelines [Product documentation].
  • Guan, F., Zhou, C., & Huang, Q., 2013. An innovative planetary gear reducer with overcoming the "dead point". The Open Mechanical Engineering Journal, 7, 70–75.
  • Hsieh, L. C., Yan, H. S., & Wu, L. I., 1989. An algorithm for the automatic kinematic analysis of planetary gear trains by fundamental circuit method. Journal of the Chinese Society of Mechanical Engineers, 10(2), 153–158.
  • Hsieh, L.-C., & Chen, T.-H., 2013. On the design of planetary gear reducer with simple planet gears. Applied Mechanics and Materials, 284–287, 867–871.
  • Hsieh, L.-C., & Tang, H.-C., 2013. The kinematic design of 2K-2H planetary gear reducers with high reduction ratio. Applied Mechanics and Materials, 319, 610–615.
  • Huang, C., Huang, B., Zhang, Y., & Xiao, K., 2019. Modal analysis and experimental research on a planetary reducer with small tooth number difference. Transactions of the Canadian Society for Mechanical Engineering.
  • ISO (International Organization for Standardization). 2006. ISO 6336-5: Calculation of load capacity of spur and helical gears – Part 5: Strength and quality of materials. ISO.
  • ISO (International Organization for Standardization). 2016. ISO 683-1: Heattreatable steels, alloy steels and free-cutting steels – Part 1: Non-alloy steels for quenching and tempering. ISO.
  • ISO (International Organization for Standardization). 2016. ISO 683-2: Heattreatable steels, alloy steels and free-cutting steels – Part 2: Alloy steels for quenching and tempering. ISO.
  • Ivanov, K., Mukasheva, A., Algazieva, A., & Balbayev, G., 2014. A CAD design of a new planetary gear transmission. International Journal of Innovative Technology and Research, 2(4), 1063–1067.
  • Jeon, M.-H., Kim, L.-S., Noh, S.-Y., Zhen, Q., Choi, C., & Lyu, S.-K., 2017. Study on tooth micro-geometry optimization of rear gear set in 2-speed planetary gear reducer. Journal of the Korean Society of Manufacturing Process Engineers, 16(5).
  • Jin, L., Shao, J., Wang, X., Wang, Y., & Fu, B., 2021. Vibroacoustic characteristics analysis of a planetary gear reducer considering the exterior housing structure. Mechanical Sciences, 12(4), 539–557.
  • Mang, T, Dresel, W., 2007. Lubricants and lubrication. Pg. 220-280, John Wiley & Sons, Usa.
  • Mastrone, M. N., Hildebrand, L., Paschold, C., Lohner, T., Stahl, K., & Concli, F., 2023. Numerical and experimental analysis of the oil flow in a planetary gearbox. Applied Sciences, 13(2), 1014.
  • Özhan, H., 2014. Planet Dişli Mekanizmasında Halka Dişli Bağlantı Parçasının Kırılma Probleminin Gerilme Analizi ve Malzeme Seçimi Yapılarak Önlenmesi, Fen Bilimleri Enstitüsü, Yüksek Lisans Tezi, Bartın Üniversitesi, Bartın.
  • Özkasap, A. D., 2001. Düz dişli çarklarda aşınma-yağlama yağı ilişkisinin deneysel olarak incelenmesi, Fen Bilimleri Enstitüsü, Yüksek Lisans Tezi, Selçuk Üniversitesi, Konya.
  • Paygane, G., 1990. Dişli çarklarda yenme olayının yağlama bakımından incelenmesi, Fen Bilimleri Enstitüsü, Doktora Tezi, İstanbul Teknik Üniversitesi, İstanbul.
  • Yu Zhang, Wenxiu Lu, Fulei Chu., 2017. Planet gear fault localization for wind turbine gearbox using acoustic emission signals, Renewable Energy, Volume 109, Pages 449-460, ISSN 0960-1481, https://doi.org/10.1016/j.renene.2017.03.035.
Toplam 33 adet kaynakça vardır.

Ayrıntılar

Birincil Dil İngilizce
Konular Makine Mühendisliğinde Sayısal Yöntemler, Makine Tasarımı ve Makine Elemanları, Malzeme Tasarım ve Davranışları
Bölüm Araştırma Makaleleri \ Research Articles
Yazarlar

Mustafa Timur 0000-0002-4569-0450

Yayımlanma Tarihi 30 Eylül 2025
Gönderilme Tarihi 4 Temmuz 2025
Kabul Tarihi 26 Ağustos 2025
Yayımlandığı Sayı Yıl 2025 Cilt: 13 Sayı: 3

Kaynak Göster

APA Timur, M. (2025). DETERMINATION OF OPTIMAL BACKLASH IN PLANETARY GEARBOXES. Mühendislik Bilimleri ve Tasarım Dergisi, 13(3), 990-1000. https://doi.org/10.21923/jesd.1734959