Load Distribution in Spline Coupling
Load Distribution in Spline Coupling
2012–10:47am] [1–11]
K:/PIC/PIC 471916.3d (PIC) [PREPRINTER stage]
Original Article
Abstract
In spline couplings, torque is theoretically transmitted by all teeth, supporting the same loading level. In practice, due to
manufacturing and mounting errors, not all teeth transmit the same amount of torque and as a result an overloading
condition may occur. In traditional design practice, this uneven load sharing between teeth is often neglected or taken
into account by means of a simplified approach. In this article, a theoretical method, non-finite element method based, is
developed in order to determine both exact number of engaging teeth and shared forces in involute spline couplings with
parallel offset errors. The described process consists of an iterative procedure, in which algorithm is divided into three
main modules: the first one aims to calculate geometrical parameters, the second one analytically determines both
deformation and stiffness of teeth and the third one calculates the actual number of engaging teeth and the shared load.
The algorithm has been benchmarked against finite element method results, showing a very good agreement.
Keywords
Spline coupling, load sharing, transmission design, manufacturing errors, parallel offset
Curà et al. 3
Integration constants are obtained by imposing no The tooth root deformation R is calculated by the
rotation and displacements at the fully constrained O’Donnell formulation15
end of the beam (x ¼ 0, constants A(1) and B(1), equa- "
tions (4) and (5)). The other constants A(i) and B(i) cos2 16:67 L 2 L
are obtained imposing the necessary consistency rela- R ¼ P þ2 ð1 Þ
WE h h
tions between rotations and deformations at each slice
2
interface (respectively equations (6) and (7)). tan
þ 1:534 1 þ ð11Þ
2:4 ð1 þ Þ
PðLÞ2
Að1Þ ¼ ð4Þ where is the load inclination angle, L is the distance
2 E Ið1Þ between the tooth root and the load, h is the tooth
width at L, and W is the tooth width.
PðLÞ3 Once the total deformation TOT has been
Bð1Þ ¼ ð5Þ obtained, the tooth stiffness KT is calculated as the
6 E Ið1Þ
ratio between load and deformation:
Cð1Þ ¼ 0 ð9Þ
P
CðiÞ ¼ xði 1Þ
G Cði 1Þ
P
xði 1Þ þ Cði 1Þ ð10Þ
G CðiÞ Figure 5. Flow chart of the iterative algorithm.
Curà et al. 5
deformation is again calculated, together with the The applied force Fi on each teeth pair may be
number of engaged teeth. calculated as the teeth deformation di multiplied by
The algorithm proceeds until the total external the teeth stiffness Ki, hence
torque is balanced and no further teeth get in contact
due to loaded teeth deflections. T ¼ K1 d1 r1 þ K2 d2 r2 þ þ Kn dn rn
At the end of the recursive process, the actual ð14Þ
number of engaging teeth and the corresponding
applied load is obtained. Ki stiffness is calculated by the subroutine
Mathematically, the algorithm calculates the equi- described in the previous section considering the
librium of the splined coupling. teeth of hub and shaft as two springs in series.
If a generic step of the process with n teeth pairs The deformation of each tooth at the n-th step may
engaged, the external torque T has to be balanced by be considered as the sum of the deformation necessary
the force applied on each teeth pair Fi (acting at the to close the gap between the n-th tooth pair n and the
radius ri calculated by the geometrical subprogram) additional deformation calculated at the n-th calcula-
according to equation (13) tion step fn (being fn the unknown of the problem), as
follows
T ¼ F1 r1 þ F2 r2 þ þ Fn rn ð13Þ
d1 ¼ fn þ ð1 n Þ
d2 ¼ fn þ ð2 n Þ
Table 1. Parameters of the spline coupling.
di ¼ fn þ ði n Þ
Modulus (mm) 1.27
dn ¼ fn
Number of teeth 26
Outside diameter (mm) 35.2
Replacing the above relationships in equation (14),
Root diameter (mm) 31.3 the following is obtained
Pressure angle ( ) 30
Material Steel T ¼ K1 ðfn þ ð1 n ÞÞ r1 þ K2 ðfn þ ð2 n ÞÞ r2
Young’s modulus (MPa) 206,000
þ þ Kn fn ð15Þ
Poisson’s ratio 0.3
Finally it is possible to write the expression giving Analytical models refer to three different values of
the deformation at the n-th calculation step fn the parallel offset misalignment, respectively 0.02, 0.05
and 0.08 mm, obtained by moving the shaft with
T ½K1 ð1 n Þ r1 þ K2 ð2 n Þ r2 respect to the hub; three torque values (200, 1000,
þ þ Ki ði n Þ ri 5000 Nm) have been considered and then 9 test cases
fn ¼ have been run.
ðK1 r1 þ K2 r2 þ þ Kn rn Þ
ð16Þ Analytical results have been compared to those
obtained by FEM models. In particular, two 2D
Writing equation (16) in a more compact form, it is FEM models, constituted by plain strain solid
possible to obtain elements (Figure 6), have been considered: these
models refer two different values of the parallel
nP
1 offset (PO), respectively of 0.02 and 0.08 mm.
T ðKi ri ði n ÞÞ Each FEM model has been run with three load
i¼1
fn ¼ ð17Þ values: 200 Nm, 1000 Nm and 5000 Nm; totally 6
P
n
ðKi ri Þ FEM cases have been considered, resumed in Table 2.
i¼1
Boundary conditions have been imposed on
the external diameter of the hub. Only tangential
constraints have been applied to allow radial
Test cases deformation (like in real working conditions). The
The calculation process developed in the present torque has been applied to the nodes at the internal
work has been applied to a spline coupling, whose diameter of the shaft.
parameters are resumed in Table 1. The contact between teeth has been modelled using
contact elements along to the involute profiles of hub
and shaft, as shown in Figure 7.
Table 2. Test cases.
Parallel
Test case offset (mm) Load (Nm) Results
1 0.02 200 The first result obtained from the calculation process
2 0.02 1000 is the teeth engaging order that depends on the spline
3 0.02 5000 coupling geometry. The engaging order is obtained
4 0.08 200 from the calculation of gap between the teeth: the
5 0.08 1000 first engaging teeth pair is that with gap equal to
zero, and then they are followed by the pair with
6 0.08 5000
the minimum gap and so on.
Curà et al. 7
Table 3 shows the engaging order and the respect- torque by the number of teeth, while Ti is the effective
ive gap between the teeth obtained with parallel offset torque contribution calculated by the analytical
level on 0.02, 0.05 and 0.08 mm (teeth have been num- model.
bered counter clockwise starting from the tooth on the Three torque levels (200, 1000 and 5000 Nm) have
top of the shaft (Figure 1)). been considered for each value of the parallel offset
FEM results have been compared to the corres- (Figure 11, 0.02 mm; Figure 12, 0.05 mm; Figure 13,
ponding analytical ones in terms of load sharing 0.08 mm).
among teeth. Finally, Figure 14 shows the effect of the parallel
As an example, Figure 8 shows the force distribu- offset level on the load sharing.
tion for the test case 6 (FEM simulation, Table 2). From the analysis of Figures 9 and 10 it is possible
Figures 9 and 10 show the comparison between to observe that analytical and FEM results match
FEM and analytical results in terms of torque carried very well referring to the load sharing between teeth.
by each tooth (number 1, 2, . . . , 26), respectively with Furthermore, results in terms of applied torque
0.02 mm and 0.08 mm parallel offset values (test cases values also show a very good agreement. In particu-
3 and 6, Table 2). lar, it may be noted that the maximum difference in
Figures 11 to 13 show the effect of torque level on terms of shared torque between FEM and theoretical
the load increase Ti results is about 4.6% (expressed as the percent dif-
ference between TFEM and Tanalytical with respect
Ti ¼ Ti Tav ð18Þ to TFEM).
It may be also emphasized that all test cases refer
where Tav is the average torque contribution of to a complete engaging of teeth for the considered
each tooth obtained dividing the external applied loading values.
Figure 8. Force distribution, parallel offset error 0.08 mm and 5000 Nm torque.
Figure 9. Load sharing in test case 3 (PO ¼ 0.02 mm, Figure 10. Load sharing in test case 6 (PO ¼ 0.08 mm,
Torque ¼ 5000 Nm). Torque ¼ 5000 Nm).
PO: parallel offset. PO: parallel offset.
Curà et al. 9
From the analysis of Figures 11 to 13, it is possible both exact number of engaging teeth and shared
to point out that the torque level increasing makes the forces in involute spline couplings with parallel
load distribution less uniform between teeth. offset errors.
The influence of the parallel offset (Figure 14) does The described process consists of an iterative
not appear so meaningful, even if, in the case of the procedure, in which the algorithm is divided into
maximum parallel offset value (0.08 mm), an higher three parts: the first part aims to calculate geometrical
number of teeth may transmit the maximum delta parameters and errors, the second calculates
torque (Figure 13). both deformation and stiffness of teeth and the third
determines the number of engaging teeth and the
shared load.
Conclusions As mentioned above, in this work only a parallel
In this study, a numerical iterative method, non- offset error has been considered, but the developed
FEM-based, has been developed in order to determine model may be easily extended to consider other kind
Figure 14. Load sharing influence of the parallel offset value (Torque ¼ 5000 Nm).
of errors (as pitch errors, profile errors, and so on) by basis to preview the behavior of spline couplings in
simply modifying the geometrical part of the terms of load sharing.
algorithm. As a matter of fact, the above described method
The implemented procedure has been validated by may be eventually extended to different geometries of
means of FEM models. teeth and to more complex operating conditions.
It may be observed that analytical and FEM results
match very well referring to the load sharing between
teeth and also in terms of applied torque values show Funding
a very good agreement. This work was supported by the Regione Piemonte.
Furthermore, it may be pointed out that the influ-
ence of the parallel offset has been easily emphasized
by the theoretical model. Acknowledgment
Finally, it may be concluded that the developed The authors thank Exemplar s.r.l. for the aid in creation of
procedure represents an useful tool and a powerful FEM models.
Curà et al. 11