BIZOMAT MAKEOS · Gears

Helical Gear Milling Set-up (Lead, Change Gears, Cutter, Indexing)

How do I set up a universal milling machine to cut this helical gear: lead and change gears, table swivel, cutter number and index setting?

Set-up for milling a helical gear with a form cutter on a universal dividing head: pitch diameter from the normal module, the lead of the helix and the change gears from the table lead screw to the dividing head with the lead error (as the helical milling tool), table swivel, the cutter number from the formative number of teeth (as the gear cutter number tool for helical gears), the simple indexing setting (as the simple indexing tool), blank diameter and depth of cut.

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How this tool works

Inputs, units and where to find them

InputUnitTypical source
Normal modulemmNormal module of the gear.
Number of teethNumber of teeth.
Helix angle°Helix angle at the pitch diameter.
Lead of the machinemmLead of the machine: table travel for one turn of the dividing head spindle with equal gears.
Change gears availablechoiceChange gears you have.
Dividing head worm ratio:1Worm ratio of the dividing head.
Index plates availablechoiceIndex plates you have.
Dedendum factor (dedendum ÷ module)Dedendum as a multiple of the normal module.
Largest lead error%Largest lead error you accept from the gear train.

What each input means

Open an input to see what it is, its units, the worked example and the common mistakes, with a small diagram.

What this means: Normal module
Illustration: Normal moduleA row of repeated features with a dimension from the centre of one to the centre of the next, marking the pitch Normal module.mₙExample: 2 mmNormal module
What it is
The module of the gear measured in the plane normal to the teeth, which is the module of the form cutter you use. Pitch diameter is normal module times teeth divided by the cosine of the helix angle.
Units and format
Enter a number in mm: millimetres. The form accepts 0.3 mm to 50 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 2 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Pitch diameter, lead, blank diameter and depth of cut all rise in proportion to the module.
Get it right
Do not use the transverse module (measured across the gear face); a helical gear cut with a standard cutter is specified by its normal module.
What this means: Number of teeth
Illustration: Number of teethA gear with its teeth around the rim; Number of teeth is the number of teeth.zteeth countedaround the rimExample: 30Number of teeth
What it is
The number of teeth on the helical gear to be cut. It sets the pitch diameter, the formative tooth count that picks the cutter number, and the indexing.
Units and format
Enter a plain number with no unit. The form accepts 6 to 1000. Use a whole number. Required: the tool does not calculate until every input is valid.
Example
The form opens with 30 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
More teeth give a larger pitch diameter and lead, and change the index setting.
What this means: Helix angle
Illustration: Helix angleTwo lines meeting at a point with an arc between them, marking the angle Helix angle.βExample: 30°Helix angle
What it is
The helix angle of the teeth measured at the pitch diameter, between a tooth and the gear axis. The table is swivelled by this angle.
Units and format
Enter a number in °: degrees of angle. The form accepts 1° to 45°. Required: the tool does not calculate until every input is valid.
Example
The form opens with 30° as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
A larger angle increases the formative tooth count and shortens the lead.
Get it right
Use the angle at the pitch diameter, not at the outside diameter, and note the hand of helix separately; it sets the swivel direction.
What this means: Lead of the machine
Illustration: Lead of the machineA bar with a dimension line and arrows from one end to the other, marking the length Lead of the machine.LₘExample: 254 mmLead of the machine
What it is
The lead of the milling machine: how far the table travels for one full turn of the dividing head spindle when the change gears are equal. It depends on the table lead screw and the dividing head worm ratio.
Units and format
Enter a number in mm: millimetres. The form accepts 0.000001 mm to 100000 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 254 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
The gear ratio needed is the helix lead divided by this machine lead.
Get it right
Check it on your own machine or its manual; it differs between machines and between inch and metric lead screws.
What this means: Change gears available
Illustration: Change gears availableThe options for Change gears available, with the one currently selected highlighted.Standard set: 24, 24, 28, 32, 40, 44, 48, 5…24 to 100 in steps of 4Example: Standard set: 24, 24, 28,…Change gears available
What it is
Which set of change gears you have for the train between the table lead screw and the dividing head; the tool searches this set for the four-gear train closest to the ratio needed.
Units and format
Choose one of 2 options from the list: Standard set: 24, 24, 28, 32, 40, 44, 48, 56, 64, 72, 86, 100; 24 to 100 in steps of 4.
Example
The form opens with “Standard set: 24, 24, 28, 32, 40, 44, 48, 56, 64, 72, 86, 100” selected as a worked example. Choose the option that matches your case.
Get it right
Pick the set that matches the gears actually in the cupboard; the search uses each listed gear once.
What this means: Dividing head worm ratio
Illustration: Dividing head worm ratioTwo wheels of different sizes linked together; Dividing head worm ratio compares one with the other.iExample: 40 :1Dividing head worm ratio
What it is
The number of crank turns needed for one turn of the dividing head spindle, set by the worm and worm wheel in the head. It is used to work out the simple indexing setting.
Units and format
Enter a number in :1: a ratio to one (type 3 for 3:1). The form accepts 1 :1 to 200 :1. Use a whole number. Required: the tool does not calculate until every input is valid.
Example
The form opens with 40 :1 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
Read it from the head’s nameplate or manual; most heads are marked, and the setting is wrong if this ratio is wrong.
What this means: Index plates available
Illustration: Index plates availableThe options for Index plates available, with the one currently selected highlighted.Brown & Sharpe plates 1–3Cincinnati standard plate (both sides)Example: Brown & Sharpe plates 1–3Index plates available
What it is
Which index plates you have on the dividing head. The tool looks for a hole circle on these plates that gives the simple indexing for the tooth count.
Units and format
Choose one of 2 options from the list: Brown & Sharpe plates 1–3; Cincinnati standard plate (both sides).
Example
The form opens with “Brown & Sharpe plates 1–3” selected as a worked example. Choose the option that matches your case.
Get it right
If no circle suits the tooth count, the result points you to differential or angular indexing.
What this means: Dedendum factor (dedendum ÷ module)
Illustration: Dedendum factor (dedendum ÷ module)Two bars: a base value and the same value multiplied by Dedendum factor (dedendum ÷ module), the factor.base valuewith factor×Example: 1.25Dedendum factor (dedendum ÷ module)
What it is
The dedendum (depth of tooth below the pitch circle) divided by the module, from your gear standard or drawing. With an addendum of one module, it sets the depth of cut.
Units and format
Enter a plain number with no unit. The form accepts 1 to 1.6. Required: the tool does not calculate until every input is valid.
Example
The form opens with 1.25 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Depth of cut = normal module × (1 + this factor).
Get it right
This is a ratio, not a length in millimetres.
What this means: Largest lead error
Illustration: Largest lead errorA bar of 100 parts with the share marked; Largest lead error is that share out of 100. The bar follows the value you type.0 %100 %Example: 0.5%Largest lead error
What it is
The largest difference you accept between the lead the chosen change gears give and the lead the gear needs, as a percentage of the needed lead, from the gear drawing or your quality requirement.
Units and format
Enter a number in %: percent: the number is read as a percentage, so type 8 for 8 %. The form accepts 0.001% to 10%. Required: the tool does not calculate until every input is valid.
Example
The form opens with 0.5% as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
Type the percentage itself, not a fraction.

Method and formulas

  1. Pitch diameter D = m_n z ÷ cos β; lead = π D ÷ tan β; ratio driven ÷ driver = lead ÷ machine lead, best four-gear train from the set (as the helical milling tool).
  2. Formative teeth = z ÷ cos³ β → cutter number (as the gear cutter number tool); index setting from ratio ÷ z (as the simple indexing tool).
  3. Blank diameter = D + 2m_n; depth = m_n (1 + dedendum factor); swivel the table by the helix angle.
  4. Example: lead 376.99 mm with drivers 24 and 44, driven 28 and 56 (error 0.042547%); cutter No. 3; index 1 turns and 5 holes in the 15-hole circle.

Limitations

  • Form cutters give approximate profiles; the formative tooth count only picks the nearest cutter.
  • Gear fit on the quadrant and the hand of helix (swivel direction) must be checked on the machine.
  • Example values are illustrations. Replace them with values for your actual task.

Typical uses

  • Set up a universal mill to cut a replacement helical gear
  • Check the lead error of the best gear train
  • Choose the form cutter for a helical gear

Who it is for

  • Machinists
  • Toolroom staff
  • Maintenance fitters

What you get

  • Pitch diameter, lead and change gears
  • Cutter number and indexing
  • Blank diameter and depth

Interpreting the result

  • If the lead error is too large, try the other gear set or a compound train with an idler change.

References

  • Machinery’s Handbook, 29th edition (Industrial Press, 2012), printed pp. 2060–2062, 2205, 2107–2121, 2148–2150. Topic reference; no source tables or recommended settings are reproduced.

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Open the Helical Gear Milling Set-up (Lead, Change Gears, Cutter, Indexing) calculator