Dynamic Modeling and Analysis of Spur Gear Transmission Systems with Multi-State Meshing and Time-Varying Parameters

This paper investigates the nonlinear dynamic characteristics of spur gear transmission systems considering multi-state meshing behavior and time-varying parameters. A bending-torsional-axial coupled dynamic model is established to capture the complex interactions between gear components under varying operating conditions.

1. Fundamental Formulation

The dynamic model incorporates time-varying mesh stiffness $k(\tau)$, load distribution ratio $L_c(\tau)$, and backlash nonlinearity. The governing equations for spur gear systems are derived as:

$$m_e\ddot{x}_n + c_m\dot{x}_n + \sum_{i=1}^2 L_{ci}(\tau)k(\tau)f(x_n) = F_m + F_e(\tau)$$

Where $f(x_n)$ represents the backlash function:

$$f(x_n) =
\begin{cases}
x_n – D_n & x_n \geq D_n \\
0 & |x_n| < D_n \\
x_n + D_n & x_n \leq -D_n
\end{cases}$$

2. Time-Varying Parameter Calculation

The micro-element method calculates time-varying mesh stiffness considering Hertzian contact, bending, shear, and axial compression:

Stiffness Component Formula
Hertzian Contact $$\frac{1}{k_h} = \frac{4(1-\nu^2)}{\pi Eb}$$
Bending $$\frac{1}{k_b} = \int_{\theta}^{\sigma}\frac{3q^2(\theta-\alpha)\cos\alpha}{2Eb[\sin\alpha+(\theta-\alpha)\cos\alpha]^3}d\alpha$$
Axial Compression $$\frac{1}{k_a} = \int_{\theta}^{\sigma}\frac{(\theta-\alpha)\cos\alpha\sin^2\sigma}{2Eb[\sin\alpha+(\theta-\alpha)\cos\alpha]}d\alpha$$

3. Load Distribution Analysis

The load distribution ratio for spur gears with multi-tooth contact is expressed as:

$$L_c(\tau) = \frac{\sum_{o=1}^{N_j}1/u_o(\xi_{cio})}{\sum_{i=1}^2\sum_{o=1}^{N_j}1/u_o(\xi_{cio})}$$

Where $u_o$ represents the unit potential energy of micro-elements. The time-varying load distribution pattern for spur gears is shown below:

Meshing State Load Ratio Duration
Single-tooth 1.0 $(2-\varepsilon_m)T_0$
Double-tooth 0.5-0.7 $(\varepsilon_m-1)T_0$

4. Nonlinear Dynamic Behavior

The system exhibits complex nonlinear phenomena governed by dimensionless parameters:

$$ \omega = \frac{\omega_h}{\omega_n},\quad \zeta = \frac{c_m}{2m_e\omega_n},\quad F = \frac{T}{m_e\omega_n^2D} $$

Bifurcation analysis reveals different dynamic regimes:

Frequency Ratio Dynamic Behavior Meshing States
$\omega < 0.73$ Period-1 (1-0-0) Continuous engagement
$0.73 < \omega < 1.34$ Period-2 (2-2-0) Alternate single/double tooth
$\omega > 2.2$ Chaotic (6-2-2) Intermittent contact

5. Parametric Sensitivity Analysis

The system response shows significant dependence on transmission error $\epsilon$:

$$F_e = \epsilon\omega^2\cos(\omega t)$$

Critical transmission error thresholds:

Error Level System Response TL Exponent
$\epsilon < 0.02$ Stable periodic -0.15
$0.02 < \epsilon < 0.26$ Subharmonic 0-0.05
$\epsilon > 0.26$ Chaotic 0.12-0.18

6. Vibration Mitigation Strategies

Key design parameters for spur gear dynamic optimization:

$$Q = \frac{k_{avg}}{\sqrt{m_ek_{avg}}} \propto \frac{1}{\sqrt{\epsilon}}$$

Practical recommendations:
– Maintain $\omega < 0.7$ for stable operation
– Control $\epsilon < 0.02D_n$ through precision manufacturing
– Optimize tooth profile modification to reduce impact forces

The proposed model provides fundamental insights for designing high-performance spur gear transmission systems with improved dynamic characteristics and reduced vibration/noise.

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