Gear Fundamentals

The Gear Fundamentals course is a visual course designed for any learner who must become familiar with the various gear types and how they are utilized to form different gearboxes. In this course, learners engage with animations and visuals that provide basic understanding of what are gears, as well as how gears work with the aid of various engineering concepts and gearing principles. This course includes gear and gearbox terminology and applications, along with important calculations to further express the importance of the topic and its basic principles.


Learning Objectives

  • Recognize what gears are, and why they are important, especially for both power transmission and motion control.
  • Describe the different basic gear forms and arrangements and understand the advantages and disadvantages of each.
  • Review examples of different types of prime movers.
  • Identify alternatives to gears for power transmission and motion control applications.
  • Understand the relationship between and calculate for work, power, and torque.
  • Recognize the need for smooth (conjugate) motion in gear meshing and be aware of the Law of Gearing.
Course Length: 4 HRS

Table of Contents

Gears Basics

  • What are Gears?
  • Gear Types
    • Cylindrical Gear Types: Spur Gears
    • Cylindrical Gear Types: Helical Gears
    • Cylindrical Gear Types: Double Helical Gears
    • Cylindrical Gear Types: Crossed Axis Gears
    • Cylindrical Gear Types: Worm Gears
    • Non-Cylindrical Gear Types: Bevel Gears
    • Non-Cylindrical Gear Types: Hypoid Gears
    • Epicyclic Gear Arrangements
    • Shaft-mounted Gearboxes
  • Alternatives to Gears
    • Belts
    • Chains

Basic Engineering Concepts

  • Speed: Linear and Rotational
    • Linear Motion
    • Rotational Motion
    • Converting Rotational Speed to Linear Speed
    • Converting RPM to Radians Per Second
  • Work, Power, and Torque
    • Work Equation
    • Power Equation
    • Torque Equation
  • Alternate Way to Calculate Power

Gearing Principles

  • The Law of Gearing
  • Cycloid Tooth Form
  • Circular Arc Tooth Form
  • Involute Tooth Form
    • The Involute Shape
    • Basic Involute Action
    • Sliding and Rolling Action
    • Gear Tooth Action

Gearbox Types and Applications

  • What are Gearboxes?
  • Gearbox Importance
    • The Ideal Solution
    • The Primary Challenge
    • Overcoming Limitations: Power Capacity
    • Overcoming Limitations: Positive Drive Mechanism
    • Overcoming Limitations: Teeth Spacing
    • Overcoming Limitations: Gear Ratio
    • Overcoming Limitations: Instantaneous Gear Ratio
    • Overcoming Limitations: Constant Gear Ratio
  • Gearbox Concepts
    • Gearbox Ratio
    • Power and Torque Relationship
    • Torque Reaction
  • Gearbox Types
    • Spur Gearboxes
    • Helical Gearboxes
    • Shaft-Mounted Gearboxes
    • Epicyclic Gear Arrangements
  • Gear and Gearbox Applications
    • Power Transmission
    • Power Control
    • Speed Increaser
    • Speed Reducer
    • Directional Change of Motion
    • Motion Control

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