Multi-State Meshing and Impact in Spur Gear Systems with Local Damage Considering Friction

Abstract:
Local damage is a common fault in spur gear, affecting the smooth and safe operation of gear transmission. This paper investigates the dynamic characteristics of meshing and impact in spur gear systems with local damage, considering friction. Based on spur gear meshing principles and an energy dissipation impact contact force model, meshing and impact models are established for gears with local damage. The findings reveal the influence of local damage on spur gear system performance and provide new insights for fault prediction and parameter design.

1. Introduction

Spur gear is widely used in various mechanical equipment for efficiently transmitting power and motion. However, minor local damage to gear teeth is common and can affect the smoothness and lifespan of spur gear systems. Under high-speed and light-load conditions, gear systems may experience rattling phenomena. Studying the meshing and impact characteristics of spur gear systems with local damage is crucial for improving transmission performance and ensuring stable operation.

Study FocusKey Considerations
Local DamageGear meshing principles, energy dissipation impact models
Spur Gear SystemsDynamic characteristics, friction effects
ObjectivesImprove transmission performance, fault prediction

2. Methodology

2.1 Gear Geometry and Damage Characterization

The spur gear geometry parameters and local damage characterization are presented in Table 1.

ParameterValue
Number of teeth (z)40 (both driving and driven gears)
Module (m)3 mm
Addendum coefficient (ha)1
Dedendum coefficient (c)0.25
Pressure angle (α0)20°

Local damage causes premature exit of meshing at point D1, changing the double-tooth meshing zone into a single-tooth zone.

2.2 Multi-State Meshing and Impact Classification

Based on relative displacement and damage, spur gear meshing and impact behaviors are classified into five types:

TypeDescriptionBoundary Conditions
Double-tooth surface meshingTwo teeth pairs simultaneously engagedxDnT0​≤t≤(n+ϵs​−1)T0​
Single-tooth surface meshing IIn single-tooth meshing zone (BC)xD, (n+ϵm​−1)T0​<t<(n+1)T0​
Single-tooth surface meshing IIDue to local damagexD, (nb​+ϵb​−1)T0​<t≤(nb​+ϵm​−1)T0​
Teeth separationGears separatedD<x<DnT0​≤t≤(n+1)T0​
Tooth back impactContact at tooth backx=−DnT0​≤t≤(n+1)T0​

3. Dynamic Modeling

3.1 Equations of Motion

The equations of motion for different meshing states are derived based on Newton’s second law. For example, during double-tooth surface meshing:

mex¨+[1+λd1​μd1​(t)gd1​(t)L1​(t)+λd2​μd2​(t)gd2​(t)L2​(t)](kmd​(t)(xD)+cgx˙)=F+Fh​(t)

Where me​ is the equivalent mass, kmd​(t) is the double-tooth meshing stiffness, cg​ is the damping coefficient, F is the total load, and Fh​(t) is the internal error excitation.

3.2 Impact Equation

During tooth back impact, the collision equation is:

x˙(−)+δx˙=−mRx˙(+)

Where x˙(−) and x˙(+) are the velocities before and after impact, respectively, and R is the restitution coefficient.

4. Time-Varying Parameters Calculation

4.1 Time-Varying Stiffness

The time-varying meshing stiffness km​(τ) and tooth back contact stiffness kc​(τ) are calculated using:

km​(τ)1​=kh​1​+kbji​1​+kaji​1​+ksji​1​+kf​1​

Where kh​ is the time-varying Hertzian contact stiffness, and kbji​, kaji​, ksji​, and kf​ are bending, axial compression, shear, and substrate stiffnesses, respectively.

Stiffness TypeDescription
khHertzian contact stiffness
kbjiBending stiffness
kajiAxial compression stiffness
ksjiShear stiffness
kfSubstrate stiffness

4.2 Time-Varying Load Distribution Coefficient

The load distribution coefficient L(ξ) is calculated using:

L(ξ)=ξD​−ξAξA​+1−ξC​(t)​forξA​+1≤ξC​(t)≤ξD

Where ξA​, ξD​, and ξC​(t) are tooth profile parameters.

5. Dynamic Characteristics Analysis

5.1 Contact Force Variation

The dynamic contact force Fm​ varies periodically, with transitions between tooth surface meshing, teeth separation, and tooth back impact.

PhenomenonContact Force (Fm​)
Tooth surface meshingFm​>0
Teeth separationFm​=0
Tooth back impactFm​<0

5.2 Effect of Load Coefficient

As the load coefficient F decreases, the system transitions from stable periodic motion to chaotic motion and period coexistence, with tooth back impacts occurring at lower loads.

Load Coefficient (F)System Behavior
HighStable periodic motion, no tooth back impact
MediumChaotic motion and period coexistence, tooth back impact
LowTooth back impact, no period coexistence

5.3 Effect of Meshing Frequency

With increasing meshing frequency ω, the system exhibits various periodic motions and chaotic behaviors, with tooth back impacts occurring within specific frequency ranges.

Meshing Frequency (ω)System Behavior
LowPeriodic motion, no tooth back impact
MediumPeriod coexistence and chaotic motion, tooth back impact
HighChaotic motion, potential tooth back impact

6. Conclusion

This paper presents a comprehensive study on the dynamic characteristics of spur gear systems with local damage, considering multi-state meshing and impact behaviors. The findings reveal that local damage affects the meshing stiffness, load distribution, and contact force variation, leading to reduced load-carrying capacity and increased system complexity. The results provide valuable insights for spur gear system parameter design and fault prediction.

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