High Contact Ratio Spur Gear under Oil-Jet Lubrication

Abstract

In helicopter transmission systems, high contact ratio (HCR) spur gear is commonly lubricated and cooled via oil injection. Their thermal characteristics critically influence operational lifespan. This study establishes a numerical model for analyzing the temperature field of HCR spur gear under oil-jet lubrication using computational fluid dynamics (CFD). The Volume of Fluid (VOF) method and Multiple Reference Frame (MRF) approach were employed to simulate temperature distribution and convective heat transfer coefficients (HTC) on gear surfaces. A control variable method was applied to investigate the effects of lubricant parameters, operational conditions, and gear geometry on thermal behavior. Experimental validation was conducted using a CL-100 gear testing rig. Results indicate that gear temperature increases with load, aligning with CFD predictions. Notably, HCR gears exhibit higher temperatures than standard spur gear, with the disparity amplifying under elevated loads.


1. Introduction

High contact ratio spur gear, defined as spur gear with a contact ratio exceeding 2, maintain at least two pairs of meshing teeth during operation. This design reduces average load per unit contact length, enhancing transmission safety. However, power losses during operation manifest as heat, which, if inadequately dissipated, leads to thermal failures such as scuffing. In aerospace applications, HCR spur gear often operate under high-speed and heavy-load conditions, making thermal management imperative.

Oil-jet lubrication is widely adopted for cooling these gears. Understanding temperature distribution and convective heat transfer mechanisms is essential for optimizing cooling performance and reliability. While prior studies have explored gear temperature fields using CFD, this work uniquely focuses on HCR spur gear, combining advanced numerical simulations with experimental validation.


2. CFD Theory and Numerical Model

2.1 Governing Equations

The fluid dynamics within the gearbox are governed by the Navier-Stokes equations:

  1. Mass Conservation:∂ρ∂t+∇⋅(ρu)=0∂tρ​+∇⋅(ρu)=0
  2. Momentum Conservation:∂(ρu)∂t+∇⋅(ρuu)=∇⋅(μ∇u)−∇p+S∂t∂(ρu)​+∇⋅(ρuu)=∇⋅(μu)−∇p+S
  3. Energy Conservation:∂(ρT)∂t+∇⋅(ρuT)=∇⋅(kCp∇T)+ST∂t∂(ρT)​+∇⋅(ρuT)=∇⋅(Cpk​∇T)+ST

2.2 Multiphase Flow Modeling

The VOF method was used to track the oil-air interface:αoil+αair=1αoil​+αair​=1

where αα represents the volume fraction of each phase.

2.3 Heat Generation Model

Gear power losses include rolling, sliding, and windage losses:

  1. Rolling Power Loss (PrPr​):Pr=90,000⋅Vˉt⋅h⋅b⋅ep1,000Pr​=90,000⋅1,000Vˉt​⋅hbep​​
  2. Sliding Power Loss (PsPs​):Ps=f⋅Fn⋅Vˉs1,000Ps​=f⋅1,000Fn​⋅Vˉs​​
  3. Windage Power Loss (PwPw​):Pw=C(1+2.3bR)ρeq0.8n2.8R4.6μeq0.2Pw​=C(1+2.3Rb​)ρeq0.8​n2.8R4.6μeq0.2​

Total heat generation (QQ) is distributed between driving and driven gears based on thermal properties.


3. CFD Model Setup

3.1 Gear and Lubricant Parameters

Table 1: Geometric and Operational Parameters of HCR Spur Gear

ParameterDriving GearDriven Gear
Normal Module (mm)3.253.25
Number of Teeth3225
Face Width (mm)1616.5
Pressure Angle (°)2020
Rotational Speed (r/min)1,5001,920
Load Level99

Table 2: Material Properties of Spur Gear

MaterialThermal Conductivity (W/m·K)Specific Heat (J/kg·K)Density (kg/m³)
20CrMnMoA464707,850

Table 3: Lubricant Properties

Lubricant TypeDensity at 15.6°C (kg/m³)Viscosity at 37.8°C (mm²/s)Viscosity at 98.9°C (mm²/s)
Shell 555993295.4

3.2 Mesh and Boundary Conditions

The MRF method was applied to simulate rotating gears. Key boundary conditions included:

  • Oil Inlet: Velocity = 40 m/s
  • Outlet: Pressure = 1 atm
  • Walls: Natural convection (HTC = 50 W/m²·K)

4. Simulation Results and Analysis

4.1 Temperature Distribution

  • Driving Gear: Peak temperature (110°C) occurred near the tooth tip due to sliding friction.
  • Driven Gear: Slightly lower peak temperature (105°C) despite higher rotational speed, attributed to superior convective cooling.

Table 4: Temperature Distribution Comparison

ParameterDriving Gear (°C)Driven Gear (°C)
Maximum Temperature110105
Minimum Temperature8078

4.2 Effects of Lubricant Parameters

Table 5: Influence of Oil Temperature on Gear Temperature

Oil Temperature (°C)Driving Gear (°C)Driven Gear (°C)
408582
609592
90110105

Higher oil temperatures increased gear temperatures linearly due to reduced viscosity and elevated heat generation.

Table 6: Influence of Oil Flow Rate on Gear Temperature

Flow Rate (L/min)Driving Gear (°C)Driven Gear (°C)
0.44120115
1.769590
2.6410095

Optimal cooling occurred at 1.76 L/min; excessive flow induced parasitic losses.

4.3 Effects of Operational Parameters

Table 7: Influence of Rotational Speed on Gear Temperature

Speed (r/min)Driving Gear (°C)Driven Gear (°C)
1,0008580
2,50010095
3,500105100

Temperature rose with speed but stabilized due to enhanced convective cooling at higher velocities.

Table 8: Influence of Load on Gear Temperature

Load LevelDriving Gear (°C)Driven Gear (°C)
59085
9110105
12125120

Higher loads intensified frictional heating, outweighing cooling effects.


5. Experimental Validation

5.1 Test Setup

  • Equipment: CL-100 gear testing rig with torque sensors and wireless thermocouples.
  • Conditions: Oil temperature = 60°C, flow rate = 1.76 L/min.

Table 9: Comparison of Simulated and Experimental Temperatures

ParameterSimulation (°C)Experiment (°C)Error (%)
Driving Gear (60°C)95972.1
Driven Gear (60°C)92942.2
Driving Gear (90°C)1101132.7

Results validated the CFD model’s accuracy, with errors below 3%.

5.2 HCR vs. Standard Spur Gear

Table 10: Temperature Comparison Under Varying Contact Ratios

Contact RatioDriving Gear (°C)Driven Gear (°C)
1.739085
2.21110105

HCR gears exhibited higher temperatures due to prolonged sliding contact and increased heat generation.


6. Conclusions

  1. Temperature Distribution: Maximum temperatures occurred near the tooth tip, with gradients along the face width.
  2. Convective Cooling: Driven gears exhibited superior cooling due to higher rotational speeds.
  3. Parameter Sensitivity:
    • Temperature increased with load, speed, oil temperature, and contact ratio.
    • Temperature decreased with oil flow rate, face width, and pressure angle.
  4. Validation: Experimental results confirmed the CFD model’s reliability. HCR spur gear require tailored cooling strategies for high-load applications.

This study provides critical insights into the thermal management of HCR spur gear, essential for advancing aerospace and heavy machinery transmissions.

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