Gearboxes: Gearbox Basics

Gearbox Basics introduces the learner to key principles of gearbox operation, as well as typical classification, components, and specification of gearboxes. Featuring a variety of detailed 3D gearboxes used in light-, medium-, and heavy-duty industrial applications, the course supplies fundamental knowledge relevant for gearbox purchasers and suppliers alike. Learners in quality, manufacturing, or engineering roles in the industry will also find value in this course.


Learning Objectives

  • Understand the significance of power, torque, and speed in gearbox operation.
  • Differentiate between various types of industrial gearboxes.
  • Recognize the critical components responsible for the success of gearboxes in a variety of industrial applications.
  • Identify the information a gearbox supplier generally requires from a purchaser to supply the correct gearbox for an application.
  • Relate gearbox specification criteria mentioned in the course to the gearbox selection details provided in a typical gearbox supplier catalogue.
Course Length: 2 HRS

Table of Contents

Gearbox Concepts

  • Common Gearbox Elements
  • Power Transmission and Power
  • Motion Control and Torque
  • Power-Torque Relationship

Gearbox Specification

  • Gearbox Application
    • What is a Service Factor?
    • How to Use a Service Factor
  • Applicable Standards and Legislative Requirements
    • Gear and Gearbox Rating Standards
    • Legislative Requirements
  • Duty
  • Type and Speed Requirement
    • Standard Product Gearboxes
    • Custom-Built Gearboxes
  • Local Environment
  • Connection Requirements
  • Additional Requirements
  • How to Read a Gearbox Nameplate

Gearbox Classification

  • Mounting Arrangement
    • Foot Mounted
    • Shaft Mounted
  • Axis Configurations
    • Parallel Axes
    • Co-Axial
    • Right Angle
  • Fixed or Variable Ratio
    • Fixed Ratio
    • Variable Ratio
  • Number of Connecting Shafts
    • Single Input Single Output
    • Twin Input Single Output
    • Single Input Twin Output
    • Single Input Multiple Output
  • Number of Stages
    • Single Stage
    • Multiple Stage

Gearbox Components

  • Gears and Shafts
  • Lubrication Components
    • Lubricating Oil and Oil Film
    • Dip-Lubricated Gearboxes
    • Spray-Lubricated Gearboxes
  • Fans and Cooling Components
  • Bearings, Gearcase Structure, and Foundation
    • Gear Forces
    • Force Reaction with Bearings
    • Foundation and Support Components

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