Rack and Pinion

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8.

Measurement
Track and Field
n 1905, encouraged by President Theodore Roosevelt, the Intercollegiate Athletic Association of the United States was founded in New York City. Their original purpose was to reform college football. In 1910, they changed their name to the National College Athletic Association, and in 1921 the first National Collegiate Track and Field Championships were held. The NCAA Track and Field Rule Book defines the rules, events, equipment, personnel and even the construction of the track facilities. It states that there must be a visible starting line, which should measure 2 inches (5.08 cm) wide. For races not run in lanes, the starting line should be curved. This means that if there are more runners than there are lanes, the start line must be curved. The start is then called a waterfall start, and the curved start line is the involute of a circle.

Measuring Gear Teeth


Gear teeth can be measured using special tooth calipers, or by meshing with special precision master gears, or with profile testers. There are two ways of measuring gear tooth thickness, however, that require no special equipment. You can hold round pins or balls in the space between gear teeth, and measure over the pins to determine tooth thickness.

Measure over pins

Involute curve

You can measure across two or more teeth, from the involute curve of one tooth, to the involute curve of another.

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8. Measurement

Measuring Thickness of Rack Teeth


Imagine a rack mounted on a base plate. It is important that the distance from the pitch line to the back of the rack is correct. It is important that the teeth are the correct thickness. If too thick, the pinion will mesh too tightly, or be too tight to mesh at all. If too loose, there will be too much backlash between rack and pinion.

Rack teeth too thick

To measure the thickness of rack teeth, we can put a round pin or ball in the tooth space, and measure from the top of the pin to the back of the rack.

Measure pitch line to back


Measure over pin

Rack teeth too thin.

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8. Measurement Measurement over a pin works out like this.

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Pin radius, PinRad

Pitch line

Measure over pin = sin PA + 1 ) PinDia( 2(sin PA) CircP TThkPL + BkgPL 2(tan PA)

Maximum pin diameter = (2)tan PA (Add) + CircP TThkPL cos PA

Pressure angle, PA

Ideal pin diameter is about ~

CircP TThkPL cos PA

For 14 involute teeth, equations work out like this: CircP TThkPL Ideal pin diameter = 0.968148

Backing to pitch line, BkgPL Space thickness on pitch line


Space thickness on pitch line = Circular pitch Tooth thickness on pitch line [abbreviated CircP TThkPL] Measure over pin = PinRad (1 + sin PA +

Measure over pin = 2.49696 ( Pin dia.) 1.93336 ( CircP TThkPL) + BackingPL

For 20 involute teeth, equations work out like this: CircP TThkPL Ideal pin diameter = 0.939693 Measure over pin = 1.96190 ( Pin dia.) 1.37374 ( CircP TThkPL) + BackingPL

cos PA ) tan PA

CircP TThkPL + BkgPL 2(tan PA) From trigonometry we know that: (sin PA)2 + (cos PA)2 = 1 tan PA =
sin PA cos PA

For example, picture 2.5 mod, 20 PA rack cut with no backlash allowance. Dimension from pitch line of rack to the back of the rack is 12.0 mm.

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8. Measurement

Assuming we have on hand a 4.900 mm diameter pin, here are equations for pin measurement. Ideal pin diameter is about ~
CircP TThkPL 0.939693

Using general equations: Tooth thickness on pitch line = 2.5 2 = 3.92699 mm sin 20 = 0.342020 cos 20 = 0.939693 tan 20 = 0.363970 Backing to pitch line of rack = 12.0 mm Measure over pin = sin PA + 1 ) PinDia ( 2(sin PA) CircP TThkPL + BkgPL 2(tan PA) Measure over pin = 1.34202 4.900 ( 2 0.342020 )
3.92699 (2)0.363970 + 12.0 =

CircP = 2.5 = 7.85398 mm Since we are allowing nothing for backlash: TThkPL = 7.85398 2 =3.92699 mm 3.92699 = 4.17901 mm 0.939693

Ideal pin diameter =

Measure over pin = 1.96190 (4.900 ) 1.37374 ( 3.92699) + 12.0 = 16.219 mm measure over 4.900 mm diameter pin to back of rack.

= 16.219 mm measure over pin to back of rack

Study Questions

Measuring Thickness of Rack Teeth

1. Imagine a rack, 4 mod, 20 pressure angle, cut into a 25 mm square steel bar with no backlash. What would a measurement over a 7.00 mm diameter pin be?

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8. Measurement 2. a. Imagine a rack, 6 DP, 14 pressure angle, cut into a 1.000" square steel bar with no backlash. What would a measurement over a 0.2500" diameter pin be?

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b. How far above the top of the rack tooth does the pin project?

Measuring Gear Teeth Over Pins


Gear tooth thickness can be measured with pins or balls placed in tooth spaces. Heres how to make these calculations by hand. Picture a round pin or steel ball resting in a space between two teeth. Measure over pins
Reference pitch circle
a c b d e

A computer program, Gear Measurements, for calculating measurement over pins or balls for spur gears and helical gears is given on www.salemcompany.com, and is on a CD available from Salem Co. The program allows you to calculate the pin measurement for any inch size or metric size gear and any pin diameter. Use it. It will save much tedious hand calculator work.

inv e

Base circle

Base circle radius

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8. Measurement

From the diagram we can see that: Half the tooth thickness on the pitch circle Angle a = = Pitch radius Tooth thickness PD angle b = involute (PA at Pitch Radius) angle c =

a inv e c d b a+b+c e

Ball or pin radius = Ball dia. Base radius PD (cos PA) Half of circular pitch = Pitch radius

angle d =

We can see that angle a + angle b + angle c angle d = inv e. a + b + c d = inv e Knowing inv e, we can calculate angle e. Knowing angle e and the base circle radius, we can calculate the length from the center of the gear to the center of the ball. The pitch circle, tooth thickness and pressure angle below refer to reference dimensions. Angles are measured in radians.
Remember - when measuring angles in radians, the size of the angle, in radians, equals this length divided by this length. angle

Then we can calculate involute e: inv e = angle a + angle b + angle c angle d

Thk Pin diameter inv e = PD + inv PA + Base diameter


Calculate angle e from inv e. Then calculate radius to ball center: Radius to Ball or Pin Center =
Base radius cos e

If there are an even number of teeth in the gear, Measurement over pins = (Radius to pin center) ( 2 )+ Pin diameter = (
Base radius ) (2) + Pin Diameter cos e

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8. Measurement Example: Pitch diameter (PD) is the reference pitch diameter. Tooth thickness, circular pitch, and pressure angle are measured at the reference pitch diameter (PD). T is the number of teeth in the gear. We can use the form below to make these calculations. Calculate inv e: T = Number of Teeth in Gear = 24 DP = Diametral Pitch = 4 PA = Pressure Angle, degrees = 20 p = PA in radians =

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= 0.349 066

Example: Calculate measurement over pins: Spur gear 24 Teeth 4 DP 20 PA 0.008" backlash allowance 0.4200" Pin diameter

cosPA = cosine PA = 0.939 693 tanPA = tangent PA = 0.363 970 Pin Dia = 0.4200 X Dimension = 0 Backlash Allowance = 0.0080

T PD = Pitch Dia = DP = 6.0000


BD = Base Dia = PD (cosPA) = 5.638 16 Backlash Allowance 2(tanPA)(X Dimension)= 0.384 699 Thk h = PD = + 0.064 117 j = inv PA = tan p p = + 0.014 904 Pin Dia k = BD = + 0.074 492 Thk = Tooth Thickness = m= = 0.130 900

inv e = h + j + k m = 0.022 613 Calculation of angle e, given inv e: * i = inv e = 0.022 613
A = (3 i)0.3 = + 0.407 843

B = 0.4 i =

0.009 045

C = (0.2616 i)1.6 = + 0.000 193 D = (0.1721 i)2.3 =

0.000 002

** e1 = A B + C D = 0.398 989

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8. Measurement

i1 = inv e1 = tan e1 e1 = 0.022 613 E = error = i1 i = 0 If E is small, e = e1, otherwise continue below.
F = (3 i) 0.6 0.4 =

If we use a pin or ball that's too small, it will fall into the tooth space and rest on the root diameter of the teeth, or it will not project above the gear outside diameter, and we won't be able to fit a micrometer or caliper tip between the teeth to get a measurement. If it's too big, it will rest on the tips of the teeth, not on the involute flanks.

__________________

F E = ______________________________ ** e = e2 = e1 (F E) = ________________ i2 = inv e2 = tan e2 e2 = _______________ E = i2 i1 = __________________________ Notes: p = Angle, in radians 0.3 = 0.33333333 . . . threes repeat forever
1.6 = 1.66666666 . . . sixes repeat forever 2.3 = 2.33333333 . . . threes repeat forever

Ball or pin is too big.

(3 i) 0.6 =

(3 i) 0.6

Ball or pin is too small.

Calculate Measure over Pins: cos e = 0.921 454 Measure over Pins, Even Number of Teeth = BD cos e +Pin Dia = 6.5388 Measure over 0.4200" dia. pins = 6.5388"

Ball or pin is okay.

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8. Measurement

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There are two standards for pins to use for any size spur or helical tooth. Pin diameter =
1.680 or 1.680 mod DP

If you don't have a pin or ball of this exact size, you can use something close (approximately

1.728 Pin diameter = DP or 1.728 mod

1.7 DP or 1.7 module), and calculate the measurement from the formulas in this book, or use the computer program, Gear Measurements, on our web site, www.salemcompany.com, or available on CD from Salem Company.

If you use these pin or ball sizes, you can find tables that will give exact measurements for spur gears of any number of teeth, for 20 or 14 teeth.

Study Questions
1.

Measuring Gear Teeth over Pins

What should measurement over pins be for a 56 tooth spur gear, 10 DP, 20 pressure angle, zero backlash allowance, 0.1728" pin diameter. You can use the Gear Measurements computer program to check your answer.

2. What should measurement over pins be for this gear: 60 teeth, 4 mod, 20 pressure angle spur gear pin diameter = 6.912 mm Zero backlash allowance.

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8. Measurement

When measuring over pins or balls, there is a difference between a gear with an even number of teeth (evenly divisible by 2), and one with an odd number of teeth. We have learned how to calculate a measurement from the center of a gear to the outside diameter of a pin or ball. With an even number of teeth, measurement over pins equals twice the dimension from center of gear to OD of pin. Even number of teeth Center to OD of pin

With odd numbers of teeth, we have to correct for the fact that the pins are not exactly opposite each other.

360 4 (No. of Teeth)


For odd numbers of teeth: Measure over pins = 90) )(2) T + Pin diameter

Measure over pins

Center to OD of pin

(Measure to pin center )(cos(

T = Number of teeth in the gear. For even numbers of teeth: Measure over pins = (Measure to center of pin 2) + Pin diameter 90) is cosine of an angle in Notice that cos( T degrees, not radians. For example: 35 teeth, 8 DP, 14 PA, no backlash 0.2160" pin diameter. Measure over pins is 4.6773". See calculations below.

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8. Measurement

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Calculate inv e: T = Number of Teeth in Gear = 35 DP = Diametral Pitch = 8 PA = Pressure Angle, degrees = 14 p = PA in radians = = 0.253 072 7 i1 = inv e1 = tan e1 e1 = 0.011 660 7 E = error = i1 i = 0 If E is small, e = e1, otherwise continue below.
F = (3 i) 0.6 0.4 =

cosPA = cosine PA = 0.968 147 6 tanPA = tangent PA = 0.258 617 6 Pin Dia = 0.2160 X Dimension = 0 Backlash Allowance = 0

__________________

F E = ______________________________ ** e = e2 = e1 (F E) = ________________ i2 = inv e2 = tan e2 e2 = _______________ E = i2 i1 = __________________________ Notes: p = Angle, in radians 0.3 = 0.33333333 . . . threes repeat forever
1.6 = 1.66666666 . . . sixes repeat forever 2.3 = 2.33333333 . . . threes repeat forever

T PD = Pitch Dia = DP = 4.3750


BD = Base Dia = PD (cosPA) = 4.235 65 Backlash Allowance 2(tanPA)(X Dimension)= 0.196 350 Thk h = PD = + 0.044 88 j = inv PA = tan p p = + 0.005 544 8 Pin Dia k = BD = + 0.050 995 7 Thk = Tooth Thickness = m= = 0.089 759 8

inv e = h + j + k m = 0.011 660 7 Calculation of angle e, given inv e: * i = inv e = 0.011 660 7

(3 i) 0.6 =

(3 i) 0.6

Calculate Measure over Pins: cos e = 0.948 461 8 Measure over Pins, Even Number of Teeth = BD cos e +Pin Dia = ______________________ Measure over Pins, Odd Number of Teeth = BD 90) ( cos e )( cos( ) + Pin Dia = 4.6773 T Measure over pins is 4.6773".

A = (3 i)0.3 = + 0.327 050 9


B = 0.4 i = 0.004 664 3

C = (0.2616 i)1.6 = + 0.000 064 2 D = (0.1721 i)2.3 =

0.000 000 5

** e1 = A B + C D = 0.322 450 3

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8. Measurement

Study Questions
1.

Odd Number of Teeth

What should measurement over pins be for this spur gear? 75 Teeth, 2.5 mod, 20 PA, 0.100 mm backlash allowance, pin diameter 4.500 mm.

2.

What is measurement over pins for a spur gear with 21 teeth, 4 DP, 20 pressure angle, 0.4380" diameter pins. Allowance for backlash is 0.008".

3.

Imagine a spur gear, 40 teeth, 5 mod, 14 PA. Using 9.000 mm diameter pins, you measure 212.800 mm over the pins. About how much backlash allowance is cut into the gear teeth?

4.

A spur gear has 24 teeth, 8 DP, 20 PA. What should it measure over 0.2160" diameter pins, with no backlash allowance?

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8. Measurement

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If we know the pin measurement of a gear, we can calculate tooth thickness by rearranging the tooth thickness equation. Use the form below: Calculate Tooth Thickness: T = Number of Teeth in Gear = ___________ DP = Diametral Pitch = _________________ or mod = Module ________________________ PA = Pressure Angle, degrees = ___________ p = PA in radians = = _____________

For example, consider a spur gear, 30 Teeth, 10 mod, 20 PA, Measure over 17.00 mm diameter pins = 322.00 mm. What is tooth thickness? Calculate Tooth Thickness: T = Number of Teeth in Gear = 30 mod = Module = 10 PA = Pressure Angle, degrees = 20 p = PA in radians = = 0.349 066

cosPA = cosine PA = 0.939 693 tanPA = tangent PA = 0.363 970 Pin Dia = 17.00 mm Measure over Pins = 322.00 mm

cosPA = cosine PA = ____________________ tanPA = tangent PA = ___________________ Pin Dia = ____________________________

PD = Pitch Dia = T mod = 300.00 mm Measure over Pins = ___________________

T PD = Pitch Dia = DP = __________________or PD = Pitch Dia = T mod = ______________


BD = Base Dia = PD (cosPA) = ____________ Even Number of Teeth: BD cos e = = (Measure over pin Pin dia) __________________________________ Odd Number of Teeth: BD 90) cos e = cos( = (Measure over pin Pin dia) T _______________________________ e = ArcCos(cos e) = _____________________ inv e = tan e e = +_____________________ j = inv PA = tan p p = ________________ Pin Dia k = BD = ________________________ m= = +_____________________________

BD = Base Dia = PD (cosPA) = 281.908 Even Number of Teeth: BD cos e = = (Measure over pin Pin dia) 0.924 289 Odd Number of Teeth: BD 90) cos e = cos( = (Measure over pin Pin dia) T _______________________________ e = ArcCos(cos e) = 0.391 628 inv e = tan e e = +0.021 331 3 j = inv PA = tan p p = 0.014 904 4 Pin Dia k = BD = 0.060 303 4 m= = + 0.104 720

Thk = Tooth Thickness at PD = PD ( inv e j k + m ) = 15.253 mm

Thk = Tooth Thickness at PD = PD ( inv e j k + m ) = ____________

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8. Measurement

Consider a spur gear, 25 Teeth, 4 DP, 20 PA, Measure 6.7765 over 0.4200 dia pins. What is tooth thickness? Calculate Tooth Thickness: T = Number of Teeth in Gear = 25 DP = Diametral Pitch = 4 PA = Pressure Angle, degrees = 20 p = PA in radians = = 0.349 066

Even Number of Teeth: BD cos e = = (Measure over pin Pin dia) __________________ Odd Number of Teeth: BD 90) cos e = cos( = (Measure over pin Pin dia) T 0.922 13 e = ArcCos(cos e) = 0.397 25 inv e = tan e e = +0.022 305 j = inv PA = tan p p = 0.014 904 Pin Dia k = BD = 0.071 512 m= = + 0.125 66

cosPA = cosine PA = 0.939 693 tanPA = tangent PA = 0.363 970 Pin Dia = 0.4200 Measure over Pins = 6.7765

T PD = Pitch Dia = DP = 6.2500


BD = Base Dia = PD (cosPA) = 5.8731

Thk = Tooth Thickness at PD = PD ( inv e j k + m ) = 0.3847

Study Questions
1.

Calculate Tooth Thickness

Consider a spur gear with 46 teeth, 10 DP, 14 PA. Measure over 0.1728" diameter pins is 4.8344". What is tooth thickness?

2.

Consider this spur gear, 45 teeth, 4 mod, 20 PA. Measure over 6.912 mm diameter pins is 191.003 mm. What is tooth thickness?

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8. Measurement

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Blank Form, Measure over Pins


Calculate inv e: T = Number of Teeth in Gear = ___________ DP or mod = Diametral Pitch or module = ___________ PA = Pressure Angle, degrees = ___________ p = PA in radians = = _____________ i1 = inv e1 = tan e1 e1 = _______________ E = error = i1 i = _____________________ If E is small, e = e1, otherwise continue below.

F = (3 i) 0.6 0.4 =

__________________

cosPA = cosine PA = ____________________ tanPA = tangent PA = ___________________ Pin Dia = ____________________________ X Dimension = ________________________ Backlash Allowance = __________________

F E = ______________________________ ** e = e2 = e1 (F E) = ________________ i2 = inv e2 = tan e2 e2 = _______________ E = i2 i1 = __________________________ Notes: p = Angle, in radians 0.3 = 0.33333333 . . . threes repeat forever

T PD = Pitch Dia = DP or T (mod) = __________ BD = Base Dia = PD (cosPA) = ____________


Thk = Tooth Thickness = or

Backlash Allowance 2(tanPA)(X Dimension)= ____________________

Thk h = PD = +_________________________ j = inv PA = tan p p = +________________ Pin Dia k = BD = +________________________


m= = ___________________________

1.6 = 1.66666666 . . . sixes repeat forever 2.3 = 2.33333333 . . . threes repeat forever
(3 i) 0.6 = (3 i) 0.6
1

Calculate Measure over Pins: cos e = ______________________________ Measure over Pins, Even Number of Teeth = BD cos e +Pin Dia = ______________________ Measure over Pins, Odd Number of Teeth = BD 90) ( cos e )( cos( ) + Pin Dia = ____________ T Notes: Standard Pin Sizes are

inv e = h + j + k m = _________________ Calculation of angle e, given inv e: * i = inv e = ________________________

A = (3 i)0.3 = +_____________________
B = 0.4 i = ________________________

C = (0.2616 i)1.6 = +________________ D = (0.1721 i)2.3 =


___________________

1.728 1.680 or DP DP or 1.680 mod, or 1.728 mod

** e1 = A B + C D = _________________

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8. Measurement

Summary
n this section we learned two methods to measure the thickness of gear teeth. One is by measuring over pins or balls placed in the tooth spaces. The other is by measuring from tooth flank to tooth flank across two or more teeth. Rack tooth thickness is determined by measuring over pins or balls. The exact calculation is straightforward for both 20 and 14 teeth. Be careful that the micrometer spindle used to measure over the pins does not touch the rack itself, only the pin. Pin measurements for spur gears have been printed in tables for standard pin sizes. A computer program, Gear Measurements, for both spur and helical gears for any pin size can be run from Salem Company's web site, www.salemcompany.com, or run from a CD disk available from Salem Company. Use rack tooth approximations to estimate tooth thickness change for a given change in pin measurement. Be sure the pin touches the involute flanks of the gear teeth, not the bottom or tip of the tooth. Measurements over pins for spur and helical gears can be calculated using involute functions. Forms are shown to calculate pin measurements for spur gears with even or odd numbers of teeth and any possible pin size. Forms are shown to calculate tooth thickness from pin measurements.

n the next section we will learn how to use span measurements to find tooth thickness. A span measurement is a measure over two or more teeth, from the involute curved flank of one tooth to the involute curved flank of another. Span measurements can be made with micrometers or vernier calipers. A span measurement is actually a measurement along a line tangent to the base circle. It is sometimes called a base tangent measurement. Tables of span measurements for spur gears are available, for 14 and 20 teeth. A computer program for span measurements of both spur and helical gear teeth can be run from Salem Company's web site, salemcompany.com. A change in span measurement of 0.0010" or 0.01 mm equals a change in backlash allowance of 0.0010" or 0.01 mm, where the backlash is measured at the base circle diameter. Circular pitch, diametral pitch and pressure angle of helical gears can be measured in two directions: 1. Normal (at right angles) to the tooth 2. Circumferential (around the circumference of the gear). Sometimes called transverse.

Span measure calculations can be made using involute functions, and are fairly simple if you use a scientific type calculator. Forms for calculating span measurements for both spur and helical gears are shown. A form for calculating tooth thickness from span measure for spur gears is shown. Derivation of the equations for span measurements for spur and helical gears is shown.

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