BIZOMAT MAKEOS · Gears

Plastic Gear Drive Check (Power Rating and Backlash at Temperature)

Will this plastic gear carry the power, and will the mesh still have backlash when the gears warm up and absorb moisture inside a metal housing?

Check of a plastic spur, helical or bevel gear in a metal housing: power rating by the handbook plastic gear formula with the service factor (as the plastic gear power tool) against the power required, the growth of the gear pitch radii from temperature and moisture swell against the growth of the housing centre distance (the plastic–metal mismatch, as the plastic thermal mismatch tool), the resulting loss of backlash through the pressure angle, and the backlash left at the hot, wet condition.

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How this tool works

Inputs, units and where to find them

InputUnitTypical source
Gear typechoiceGear type for the rating formula.
Face widthmmFace width.
Lewis form factorLewis form factor for the tooth count.
ModulemmModule.
Safe stress for the plasticMPaSafe bending stress of the plastic at the running temperature (your value from the resin maker).
Pinion pitch diametermmPitch diameter of the plastic pinion (the gear rated).
Gear pitch diametermmPitch diameter of the mating gear (taken as plastic too).
Pinion speedrpmSpeed of the pinion.
Service factorService factor for the duty.
Cone distance (bevel)mmCone distance for bevel gears.
Power to transmitWPower the drive must carry.
Backlash
Pressure angle°Pressure angle.
Backlash at assemblymmCircular backlash set at assembly at room temperature, dry.
Plastic expansion coefficientµm/m·KExpansion coefficient of the gear plastic.
Housing expansion coefficientµm/m·KExpansion coefficient of the housing that sets the centre distance.
Temperature rise in serviceKRise from assembly to running temperature.
Linear swell from moisture%Linear growth from moisture absorption (nylons swell; acetal very little).
Least backlash allowedmmLeast backlash that must remain.

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: Gear type
Illustration: Gear typeThe options for Gear type, with the one currently selected highlighted.SpurHelicalBevelExample: SpurGear type
What it is
The gear type, which selects the spur, helical or bevel version of the handbook plastic gear rating formula.
Units and format
Choose one of 3 options from the list: Spur; Helical; Bevel.
Example
The form opens with “Spur” selected as a worked example. Choose the option that matches your case.
What this means: Face width
Illustration: Face widthA bar with a dimension line and arrows from one end to the other, marking the length Face width.FExample: 10 mmFace width
What it is
The face width of the plastic gear teeth, measured along the tooth parallel to the axis.
Units and format
Enter a number in mm: millimetres. The form accepts 0.000001 mm to 500 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 10 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
For spur and helical gears the rated power rises in direct proportion.
What this means: Lewis form factor
Illustration: Lewis form factorTwo bars: a base value and the same value multiplied by Lewis form factor, the factor.base valuewith factorYExample: 0.308Lewis form factor
What it is
The Lewis form factor of the pinion tooth, a tabulated value that depends on the number of teeth and the tooth form.
Units and format
Enter a plain number with no unit. The form accepts 0.1 to 0.6. Required: the tool does not calculate until every input is valid.
Example
The form opens with 0.308 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Rated power is directly proportional to it.
Get it right
Take it from a Lewis factor table for the pinion’s tooth count.
What this means: Module
Illustration: ModuleA row of repeated features with a dimension from the centre of one to the centre of the next, marking the pitch Module.mExample: 1.5 mmModule
What it is
The module of the gears, which sets tooth size: pitch diameter divided by number of teeth.
Units and format
Enter a number in mm: millimetres. The form accepts 0.2 mm to 20 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 1.5 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Rated power is directly proportional to the module.
What this means: Safe stress for the plastic
Illustration: Safe stress for the plasticA test bar pulled from both ends: stress Safe stress for the plastic is the force carried by each square millimetre of its cross-section.Sstress = force ÷ areaExample: 40 MPaSafe stress for the plastic
What it is
The safe bending stress of the gear plastic at the running temperature, from the resin maker’s data.
Units and format
Enter a number in MPa: megapascals (1 MPa = 1 N/mm²). The form accepts 0.000001 MPa to 300 MPa. Required: the tool does not calculate until every input is valid.
Example
The form opens with 40 MPa as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
Use the value at running temperature; plastic strength falls as it warms.
What this means: Pinion pitch diameter
Illustration: Pinion pitch diameterA circle with a line straight through its centre from edge to edge, marking the diameter Pinion pitch diameter.d₁measured acrossthe centreExample: 45 mmPinion pitch diameter
What it is
The pitch diameter of the plastic pinion, the gear that is rated. It sets the pitch-line speed and, with the gear, the centre distance.
Units and format
Enter a number in mm: millimetres. The form accepts 0.000001 mm to 2000 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 45 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
What this means: Gear pitch diameter
Illustration: Gear pitch diameterA circle with a line straight through its centre from edge to edge, marking the diameter Gear pitch diameter.d₂measured acrossthe centreExample: 90 mmGear pitch diameter
What it is
The pitch diameter of the mating gear, used with the pinion for the centre distance; the tool treats it as plastic too.
Units and format
Enter a number in mm: millimetres. The form accepts 0.000001 mm to 5000 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 90 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
What this means: Pinion speed
Illustration: Pinion speedA turning disc with a marker; Pinion speed is how many full turns it makes in each minute.turns of the shaftper minutenExample: 600 rpmPinion speed
What it is
The rotational speed of the pinion, which with its pitch diameter gives the pitch-line speed.
Units and format
Enter a number in rpm: revolutions per minute. The form accepts 0.000001 rpm to 100000 rpm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 600 rpm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
What this means: Service factor
Illustration: Service factorTwo bars: a base value and the same value multiplied by Service factor, the factor.base valuewith factorC_sExample: 1.25Service factor
What it is
The service factor for the duty, allowing for shock, running hours and starts, from the gear handbook or your practice.
Units and format
Enter a plain number with no unit. The form accepts 1 to 3. 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
Rated power is inversely proportional to it.
What this means: Cone distance (bevel)
Illustration: Cone distance (bevel)A bar with a dimension line and arrows from one end to the other, marking the length Cone distance (bevel).CExample: 60 mmCone distance (bevel)
What it is
The cone distance of a bevel gear, from the cone apex to the outer end of the teeth along the pitch cone. Used only for bevel gears.
Units and format
Enter a number in mm: millimetres. The form accepts 0.000001 mm to 2000 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 60 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
It must exceed the face width.
What this means: Power to transmit
Illustration: Power to transmitA motor driving a shaft; Power to transmit is the rate at which it does work, energy per second.PExample: 100 WPower to transmit
What it is
The power the gear drive must transmit in service, compared with the rated power of the pinion.
Units and format
Enter a number in W: watts. The form accepts 0 W to 1000000 W. Required: the tool does not calculate until every input is valid.
Example
The form opens with 100 W as a worked example. It is an illustration, not a recommended value: replace it with your own figure.

Backlash

What this means: Pressure angle
Illustration: Pressure angleTwo lines meeting at a point with an arc between them, marking the angle Pressure angle.αExample: 20°Pressure angle
What it is
The pressure angle of the gear teeth. It converts a change in centre distance into a change in backlash.
Units and format
Enter a number in °: degrees of angle. The form accepts 14.5° to 30°. Required: the tool does not calculate until every input is valid.
Example
The form opens with 20° as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
What this means: Backlash at assembly
Illustration: Backlash at assemblyTwo parts separated by a small gap with a dimension across the gap, marking Backlash at assembly.j₀Example: 0.3 mmBacklash at assembly
What it is
The circular backlash set at assembly, at room temperature with dry gears.
Units and format
Enter a number in mm: millimetres. The form accepts 0 mm to 5 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 0.3 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
What this means: Plastic expansion coefficient
Illustration: Plastic expansion coefficientA bar growing longer when heated; Plastic expansion coefficient sets how much length changes for each degree of temperature change.ΔLcoldhotα_pExample: 80 µm/m·KPlastic expansion coefficient
What it is
The linear thermal expansion coefficient of the gear plastic, from the resin maker’s data.
Units and format
Enter a number in µm/m·K: micrometres per metre per kelvin. The form accepts 0 µm/m·K to 300 µm/m·K. Required: the tool does not calculate until every input is valid.
Example
The form opens with 80 µm/m·K as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
µm/m·K is the same as 10⁻⁶ per kelvin.
What this means: Housing expansion coefficient
Illustration: Housing expansion coefficientA bar growing longer when heated; Housing expansion coefficient sets how much length changes for each degree of temperature change.ΔLcoldhotα_mExample: 23 µm/m·KHousing expansion coefficient
What it is
The linear thermal expansion coefficient of the housing material that fixes the centre distance.
Units and format
Enter a number in µm/m·K: micrometres per metre per kelvin. The form accepts 0 µm/m·K to 50 µm/m·K. Required: the tool does not calculate until every input is valid.
Example
The form opens with 23 µm/m·K as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
What this means: Temperature rise in service
Illustration: Temperature rise in serviceTwo thermometers at different levels with the difference between them marked; Temperature rise in service is that temperature difference.ΔTExample: 40 KTemperature rise in service
What it is
The temperature change from assembly to running. A negative value means the drive runs colder than when it was assembled.
Units and format
Enter a number in K: kelvin (a difference of 1 K equals 1 °C). The form accepts -50 K to 200 K. Required: the tool does not calculate until every input is valid.
Example
The form opens with 40 K as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
What this means: Linear swell from moisture
Illustration: Linear swell from moistureA bar of 100 parts with the share marked; Linear swell from moisture is that share out of 100. The bar follows the value you type.0 %100 %Example: 0.2%Linear swell from moisture
What it is
The linear growth of the plastic gears from moisture absorbed in service, from the resin maker’s data for your humidity.
Units and format
Enter a number in %: percent: the number is read as a percentage, so type 8 for 8 %. The form accepts 0% to 3%. Required: the tool does not calculate until every input is valid.
Example
The form opens with 0.2% as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
More swell takes away more backlash.
What this means: Least backlash allowed
Illustration: Least backlash allowedTwo parts separated by a small gap with a dimension across the gap, marking Least backlash allowed.cExample: 0.02 mmLeast backlash allowed
What it is
The least backlash that must remain at the hot, wet condition so the gears do not bind.
Units and format
Enter a number in mm: millimetres. The form accepts 0 mm to 2 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 0.02 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.

Method and formulas

  1. Spur rating P = F Y m S V ÷ [327 (3.05 + V) C_s] kW-form (helical and bevel variants) with V the pitch-line speed (as the plastic gear power tool).
  2. Centre distance a = (d₁ + d₂) ÷ 2; gear growth = a (α_p ΔT + swell); housing growth = a α_m ΔT (as the plastic thermal mismatch tool).
  3. Backlash change Δj = −2 tan α × (gear growth − housing growth); backlash in service = assembly backlash + Δj.
  4. Example: the pinion is rated 143.19 W against 100 W; warming and swelling take 0.2103 mm of backlash, leaving 0.089698 mm.

Limitations

  • Handbook rating formula; resin makers’ data give better limits for modern materials.
  • Uniform temperature of gears and housing; gears run hotter than the housing in practice.
  • Example values are illustrations. Replace them with values for your actual task.

Typical uses

  • Size a nylon or acetal gear pair
  • Set the cold backlash so a plastic mesh does not bind
  • Check a plastic gear for a power increase

Who it is for

  • Design engineers
  • Product designers
  • Plastics engineers

What you get

  • Power rating against the power required
  • Change in backlash from temperature and moisture
  • Backlash left in service

Interpreting the result

  • Nylon gears in an aluminium housing lose backlash as they warm and soak: set enough cold backlash or use a lower-swell resin.

References

  • Machinery’s Handbook, 29th edition (Industrial Press, 2012), printed pp. 604–606, 578–580. Topic reference; no source tables or recommended settings are reproduced.

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