标准规范文件：AGMA 6001-E08-2008(R 2014)

1、ANSI/AGMA 6001- -E08 Revision of ANSI/AGMA 6001-D97 Reaffirmed March 2014 American National Standard Design and Selection of Components for Enclosed Gear Drives ANSI/AGMA 6001- -E08 ii Design and Selection of Components for Enclosed Gear Drives ANSI/AGMA 6001-E08 Revision of ANSI/AGMA 6001-D97 Appro

2、valofanAmericanNationalStandardrequiresverificationbyANSIthattherequire- ments for due process, consensus, and other criteria for approval have been met by the standards developer. Consensusis establishedwhen,inthejudgmentoftheANSIBoardofStandardsReview, substantial agreement has been reached by dir

3、ectly and materially affected interests. Substantialagreementmeansmuchmorethanasimplemajority,butnotnecessarilyuna- nimity.Consensus requires that all views and objections be considered, and that a concerted effort be made toward their resolution. TheuseofAmericanNationalStandardsiscompletelyvolunta

4、ry;theirexistencedoesnot in any respect preclude anyone, whether he has approved the standards or not, from manufacturing, marketing, purchasing, or using products, processes, or procedures not conforming to the standards. The American National Standards Institute does not develop standards and will

5、 in no circumstances give an interpretation of any American National Standard. Moreover, no person shall have the right or authority to issue an interpretation of an American National StandardinthenameoftheAmericanNationalStandardsInstitute. Requestsforinterpre- tation of this standard should be add

6、ressed to the American Gear Manufacturers Association. CAUTION NOTICE: AGMA technical publications are subject to constant improvement, revision, or withdrawal as dictated by experience. Any person who refers to any AGMA technical publication should be sure that the publication is the latest availab

7、le from the Association on the subject matter. Tables or other self-supporting sections may be referenced. Citations shouldread: See ANSI/AGMA6001-E08,DesignandSelectionofComponents forEnclosed GearDrives, published by the American Gear Manufacturers Association, 500 Montgomery Street, Suite 350, Al

8、exandria, Virginia 22314, . Approved December 19, 2008 ABSTRACT This standard outlines the basic practices for the design and selection of components, other than gearing, for use in commercial and industrial enclosed gear drives. Published by American Gear Manufacturers Association

9、 500 Montgomery Street, Suite 350, Alexandria, Virginia 22314 Copyright 2008 by American Gear Manufacturers Association All rights reserved. No part of this publication may be reproduced in any form, in an electronic retrieval system or otherwise, without prior written permission of the publisher. P

10、rinted in the United States of America ISBN: 978-1-55589-951-6 American National Standard ANSI/AGMA 6001- -E08AMERICAN NATIONAL STANDARD iii AGMA 2008 - All rights reserved Contents Page Forewordiv. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

11、 . . . . . . . . . . . 1Scope1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Normative references1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Definitions and symbols1. . . .

12、 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Design conditions4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Shafts5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

13、. . . . . . . . . . . . . . . . . 6Keys and interference fits17. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Bearings20. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Housings21. . . . . . .

14、 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Threaded fasteners21. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Miscellaneous components23. . . . . . . . . . . . . . . . . . . . . . . . . . .

15、. . . . . . . . . . . . . . Bibliography43. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Annexes AAllowable stresses for typical key materials25. . . . . . . . . . . . . . . . . . . . . . . . . . . . BMaterial properties for typi

16、cal threaded fasteners27. . . . . . . . . . . . . . . . . . . . . . . CPrevious method - shaft design29. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DSample problems - transmission shaft design31. . . . . . . . . . . . . . . . . . . . . . . . . EShaft deflection35. . .

17、. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FSample problems - keys40. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Figures 1Design criteria5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

18、. . . . . . . . . . . . . . . . . . . . . . 2Cyclic loading7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Stress convention showing orbiting element8. . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Surface finish factor, ka11. .

19、. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Size factor, kb12. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Reliability factor, kc12. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

20、 . . . . . . . . . . . . . . . . 7Notch sensitivity - through hardened steel, q14. . . . . . . . . . . . . . . . . . . . . . . . . . 8Theoretical stress concentration factor in bending for a circular shaft with a square shoulder, Kt(nominal stress is calculated at diameter dshe)14. . . . . . . . 9Th

21、eoretical stress concentration factor in bending for a circular shaft with a u-notch, Kt(nominal stress is calculated at diameter dshe)15. . . . . . . . . . . . . 10Theoretical stress concentration factor in bending for a circular shaft with a radial hole, Kt(based on full section without considerin

22、g hole)15. . . . . . . . . . . . 11Key nomenclature18. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Variation of coefficient of friction versus the bearing parameter21. . . . . . . . . . . 13Fastener grip requirement22. . . . . . . . . . . . . . .

23、 . . . . . . . . . . . . . . . . . . . . . . . . . . . . Tables 1Symbols used in equations2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Modifying factor for stress concentration, kf- typical values for keyways in solid round steel shafts13. . . . . . . . . .

24、 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Typical allowable misalignment per bearing type17. . . . . . . . . . . . . . . . . . . . . . . 4Joint stiffness factor, KJ23. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ANSI/AGMA 6001

25、- -E08AMERICAN NATIONAL STANDARD iv AGMA 2008 - All rights reserved Foreword The foreword, footnotes and annexes, if any, in this document are provided for informationalpurposesonlyandarenottobeconstruedasapartofANSI/AGMAStandard 6001-E08, Design and Selection of Components for Enclosed Gear Drives.

26、 AGMA260.02wasapprovedbytheAGMAmembershiponFebruary1,1973,andissuedin January of1974. Itconsolidatedwithminor revision,informationcontainedinthefollowing superseded AGMA Standards: AGMA 255.02 (November 1964), Bolting (Allowable Tensile Stress) for Gear Drives; AGMA 260.01 (March 1953), Shafting - -

27、 Allowable Torsional and Bending Stresses; AGMA 260.02, also incorporated allowable stresses for keys; AGMA 265.01, Bearings - - Allowable Loads and Speeds. The purpose of ANSI/AGMA 6001-C88, as a replacement for AGMA 260.02, was to establishacommonbaseforthedesignandselectionofcomponentsforthediffe

28、renttypes of commercial and industrial gear drives. ANSI/AGMA6001-C88wasexpandedtoincludeageneralizedshaftstressequationwhich included hollow shafting, miscellaneous components, housings, and keyway stress calculations. All design considerations were revised to allow for 200 percent peak load for he

29、lical, spiral bevel, spur and herringbone gearing, and 300 percent peak load for wormgearing. Thebearingsectionwasupdatedtoincludeconsiderationoflifeadjustment factors, bearing lives other than 5000 hours and reliability levels other than L10. DuringthepreparationofANSI/AGMA6001-C88,aconsiderableamo

30、untoftimewasspent ontheshaftdesignsectioninanefforttoincludethemostrecenttheoriesonshaftstresses and material characteristics. The standard included the existing practice for shaft design, and for reference purposes, appendix C included a description of, and excerpts from, ANSI/ASME B106.1M, Design

31、of Transmission Shafting, published in 1985. ANSI/AGMA 6001-C88 was approved by the membership in May, 1988 and approved as an American National Standard on June 24, 1988. ANSI/AGMA6001-D97wasexpandedtoincludemorerecenttheoriesonshaftdesignand analysis. Also, equations for shaft deformation were add

32、ed. ANSI/AGMA 6001-D97 was approved by the membership in October, 1996 and approved as an American National Standard on August 7, 1997. ANSI/AGMA6001-E08wasupdatedasrequiredbyANSIpractices. Intheprocessseveral improvements and simplifications were included. Minimum material requirements were added f

33、or shaft material and the shaft deflection clause was moved to an annex. Also, the clauses on keys and fasteners were revised to reflect current practices with higher allowable stresses in some cases. ThefirstdraftofANSI/AGMA6001-E08wasmadeinAugust,2002. Itwasapprovedbythe AGMA membership in Septemb

34、er, 2008.It was approved as an American National Standard on December 19, 2008. Suggestions for improvement of this standard will be welcome. They should be sent to the AmericanGearManufacturersAssociation,500MontgomeryStreet,Suite350,Alexandria, Virginia 22314. ANSI/AGMA 6001- -E08AMERICAN NATIONAL

35、 STANDARD v AGMA 2008 - All rights reserved PERSONNEL of the AGMA Industrial Enclosed Drive Committee Chairman: Richard W. HolzmanInnovative Gearing Solutions, LLC. . . . . . . . . . . . . . . . . . Vice Chairman: Gary A. DeLangePhiladelphia Gear Corporation. . . . . . . . . . . . . . . . ACTIVE MEM

36、BERS D.L. BordenD.L. Borden, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C. BurrissAmarillo Gear Company. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . R.L. CraggSteward Machine Company, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . .

37、 . . . . . . . . R. OlsonRexnord Industries, LLC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . T. PraneisCotta Transmission Company, LLC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M. ShowsLufkin Industries, Inc. . . . . . . . . . . . . . . .

38、 . . . . . . . . . . . . . . . . . . . . . ANSI/AGMA 6001- -E08AMERICAN NATIONAL STANDARD vi AGMA 2008 - All rights reserved (This page is intentionally blank) 1 AGMA 2008 - All rights reserved ANSI/AGMA 6001- -E08AMERICAN GEAR MANUFACTURERS ASSOCIATION American National Standard - Design and Select

39、ion of Components for Enclosed Gear Drives 1 Scope This standard provides an acceptable practice for thedesignandselectionofcomponentsforenclosed gear drives. Fundamental equations provide for the propersizingofshafts,keys,andfastenersbasedon stated allowable stresses. Other components are discussed

40、 in a manner to provide an awareness of their function or specific requirements. This stan- dardappliestothefollowingtypesofcommercialand industrial enclosed gear drives, individually or in combination: spur, helical, herringbone, bevel and worm. 1.1 Exceptions The equations in this standard are not

41、 applicable when gear drives are subjected to vibratory condi- tions where there may be unpredictable fatigue failure. The procedure for design or selection of the specific gear components is varied and complex and is beyond the scope of this standard. Designers must refer to the specific rating or

42、enclosed drive standards for this aspect of drive design. 1.2 Intended use The equations and values presented provide a general approach to design.Deviations from the methods and values stated in this standard may be made when justified by experience, testing, or more specific analysis.It is intende

43、d for use by experienced gear designers capable of selecting reasonable values based on their knowledge of the performanceofsimilardesignsandtheeffectofsuch items as lubrication, deflection, manufacturing toler- ances, metallurgy, residual stresses, and system dynamics.It is not intended for use by

44、the engineering public at large. 2 Normative references The following standards contain provisions which, throughreferenceinthistext,constituteprovisionsof this American National Standard.At the time of publication, the editions indicated were valid.All standards are subject to revision, and parties

45、 to agreements based on this American National Stan- dard are encouraged to investigate the possibility of applying the most recent editions of the standards indicated below. ANSI B17.1, Keys and Keyseats ANSI B17.2, Woodruff Keys and Keyseats ANSI/AGMA1012-G05,GearNomenclature, Definitions of Terms

46、 with Symbols ANSI/AGMA2001-D04,FundamentalRating Factors and Calculation Methods for Involute Spur and Helical Gear Teeth ANSI/AGMAISO6336-6-A08,CalculationofLoad Capacity of Spur and Helical Gears - - Part 6: Calculation of Service Life Under Variable Load ANSI/AGMA 9002-B04, Bores and Keyways for

47、 Flexible Couplings (Inch Series) 3 Definitions and symbols The symbols and definitions used in this standard maydifferfromthoseinotherAGMAstandards.The usershouldnotassumethatfamiliarsymbolscanbe used without a careful study of the applicable section(s) and equation(s). 3.1 Definitions Thetermsused

48、,whereverapplicable,conformtothe following standard: ANSI/AGMA1012-G05,GearNomenclature, Definitions of Terms with Symbols ANSI/AGMA 6001- -E08AMERICAN NATIONAL STANDARD 2 AGMA 2008 - All rights reserved 3.2 Symbols The symbols used in this standard are shown in table 1. NOTE:The symbols and terms c

49、ontained in this document may vary from those used in other AGMA standards. Users of this standard should assure them- selves that they are using these symbols and terms in the manner indicated herein. Table 1 - - Symbols used in equations SymbolTermUnits First referenced ACoefficient- -Fig 4 AcMini

50、mum compressive area of key in shaft or hubin2Eq 49 AsShear areain2Eq 50 ARFit holding capacitylbEq 52 AtsTensile strength area of fastenerin2Eq 60 BCoefficient- -Fig 4 bkWidth of the keyinEq 41 cCoefficient- -Eq 37 DfFastener nominal diameterinEq 57 DfmFastener nominal diametermmEq 52 dheOutside di

51、ameter of hubinEq 55 dhiInside diameter of hubinEq 55 dshiShaft inside diameterinEq 6 dsheOutside diameter of the shaft section being analyzedinEq 6 dshoOutside diameter adjacent to the shaft section being analyzedinFig 8 EHModulus of elasticity for hub materiallb/in2Eq 53 ESModulus of elasticity fo

52、r shaft materiallb/in2Eq 53 FAAllowable tensile loadlbEq 60 FMFastener tensile preloadlbEq 57 FpPeak load factor- -Eq 5 FSfFatigue safety factor- -Eq 1 FSpPeak load safety factor- -Eq 2 FyaAllowable stress to yield strength factor- -Eq 5 HBBrinell hardness numberHBWEq 30 hRadial stepinFig 8 hkHeight

53、 of the keyinEq 42 IActual or minimum possible interference fitinEq 53 iNumber of keys- -Eq 45 KCalculation constant for shear stress- -Eq 8 KJJoint stiffness factor- -Eq 59 KtTheoretical stress concentration factor in bending- -Eq 38 KtcFastener torque coefficient- -Eq 58 kFatigue strength modifica

54、tion factor- -Eq 34 kaSurface finish factor- -Eq 35 kbSize factor- -Eq 35 kcReliability factor- -Eq 35 kdTemperature factor- -Eq 35 keLife factor- -Eq 35 kfModifying factor for stress concentration- -Eq 35 kgMiscellaneous effects factor- -Eq 35 (continued) ANSI/AGMA 6001- -E08AMERICAN NATIONAL STAND

55、ARD 3 AGMA 2008 - All rights reserved Table 1 (continued) SymbolTermUnits First referenced LLength of shaftinEq 52 lgLength of fastenerinClause 9 ltrBearing length of the keyinEq 44 MBending momentlb-inEq 7 mCoefficient- -Eq 37 NNumber of stress cycles- -Eq 37 NfoPermissible number of momentary peak

56、 load cycles- -Eq 39 nfFastener thread pitchinEq 57 PHPressure at common shaft/hub interferencelb/in2Eq 52 PxAxial forcelbEq 10 qNotch sensitivity- -Eq 38 RReliability (survival rate)- -Eq 36 RaSurface finishminFig 4 ReTensile yield strength of the materiallb/in2Eq 46 rNotch radius, fillet radius, h

57、ole radiusinFig 7 TTorquelb-inEq 6 TaAllowable torque based on the lesser of TCand Tslb-in6.8 TCAllowable torque based on allowable compressive stresslb-inEq 49 TfFastener torquelb-inEq 58 TRTorque transmitted due to interference fitlb-inEq 50 TsAllowable torque based on allowable shear stresslb-inE

58、q 49 tkShaft keyway depthinEq 42 VTransverse shear forcelbEq 8 Angular position of shaft elementradiansFig 3 cCritical stress angleradiansEq 28 mCoefficient of friction- -Eq 52 HPoissons ratio for hub material- -Eq 53 SPoissons ratio for shaft material- -Eq 9 aAlternating component of stresslb/in2Eq

59、 12 axAlternating axial normal stresslb/in2Eq 13 ayAlternating radial normal stresslb/in2Eq 13 azAlternating tangential normal stresslb/in2Eq 13 bAxial normal stress due to bendinglb/in2Eq 7 efat 106stress cycleslb/in2Eq 37 fModified fatigue strength (endurance limit)lb/in2Eq 3 faAllowable fastener tensile stresslb/in2Eq 59 feBasic fatigue strength (endurance limit) of polished, unnotched test specimen in re