Design Basics for Spur and Helical Gears - September 8, 2022

Course Rationale/Students Course Designed to Serve: 

This course would be of interest to high level gear grind operators, inspectors and quality assurance people who need to better understand why and how gear designs are optimized and how to interpret non-standard gear geometry.  They can also gain insight on how improper finishing techniques can contribute to pre-mature gear failures.  Entry level gear designers, process and manufacturing engineers can develop a basic understanding of gear geometry terms and variables.  Gear manufacturing project managers can develop a better understanding of time required to design and optimize a gearset that is cost effective and meets or exceeds application expectations.

Learning Objectives:

  • Gear drive application specifications and performance expectations
    • Shaft orientation
    • Speed increase/decrease – horsepower-torque
    • Size envelope and target weight
    • Target cost
  • Design to target ratio in new or existing center distance
  • Understand impact of prime mover, IC engine vs. electric motor or gas turbine, hydraulic motor on safety factors
  • Discuss aspects of gear tooth fatigue loading
  • Review gear terminology and design variables
    • Normal Diametral Pitch
    • Normal Pressure Angle
    • Helix Angle
    • Profile Shift
    • Material and Heat Treatment
    • Accuracy Level
    • Tooth Bending Safety Factor
    • Tooth Contact Safety Factor
    • Micro Pitting Safety Factor
  • Learn how to optimize gear design performance
    • Rating
    • Operating noise level
    • Efficiency
    • Contact Analysis and Modifications
    • Lubrication
    • Surface Treatments


Welcome to Design Basics for Spur and Helical Gears!
Open to download resource.
Open to download resource.