1、BSI Standards PublicationBS ISO 10300-1:2014Calculation of load capacity ofbevel gearsPart 1: Introduction and general influencefactorsBS ISO 10300-1:2014 BRITISH STANDARDNational forewordThis British Standard is the UK implementation of ISO 10300-1:2014.It supersedes BS ISO 10300-1:2001 which is wi
2、thdrawn.The UK participation in its preparation was entrusted to TechnicalCommittee MCE/5/-/13, Bevel gears.A list of organizations represented on this committee can beobtained on request to its secretary.This publication does not purport to include all the necessaryprovisions of a contract. Users a
3、re responsible for its correctapplication. The British Standards Institution 2014. Published by BSI StandardsLimited 2014ISBN 978 0 580 71823 6ICS 21.200Compliance with a British Standard cannot confer immunity fromlegal obligations.This British Standard was published under the authority of theStand
4、ards Policy and Strategy Committee on 31 March 2014.Amendments issued since publicationDate Text affectedBS ISO 10300-1:2014 ISO 2014Calculation of load capacity of bevel gears Part 1: Introduction and general influence factorsCalcul de la capacit de charge des engrenages coniques Partie 1: Introduc
5、tion et facteurs gnraux dinfluenceINTERNATIONAL STANDARDISO10300-1Second edition2014-04-01Reference numberISO 10300-1:2014(E)BS ISO 10300-1:2014ISO 10300-1:2014(E)ii ISO 2014 All rights reservedCOPYRIGHT PROTECTED DOCUMENT ISO 2014All rights reserved. Unless otherwise specified, no part of this publ
6、ication may be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address below or ISOs member body in the coun
7、try of the requester.ISO copyright officeCase postale 56 CH-1211 Geneva 20Tel. + 41 22 749 01 11Fax + 41 22 749 09 47E-mail copyrightiso.orgWeb www.iso.orgPublished in SwitzerlandBS ISO 10300-1:2014ISO 10300-1:2014(E) ISO 2014 All rights reserved iiiContents PageForeword ivIntroduction v1 Scope . 12
8、 Normative references 13 Terms and definitions . 24 Symbols and units . 25 Application . 85.1 Calculation methods . 85.2 Safety factors 95.3 Rating factors . 95.4 Further factors to be considered 105.5 Further influence factors in the basic formulae 116 External force and application factor, KA126.1
9、 Nominal tangential force, torque, power. 126.2 Variable load conditions 126.3 Application factor, KA.137 Dynamic factor, Kv137.1 General 137.2 Design 147.3 Manufacturing 147.4 Transmission error . 147.5 Dynamic response . 157.6 Resonance 157.7 Calculation methods for Kv.158 Face load factors, KH, K
10、F.258.1 General documents. 258.2 Method A . 258.3 Method B . 258.4 Method C . 269 Transverse load factors, KH, KF279.1 General comments 279.2 Method A . 289.3 Method B . 289.4 Method C . 309.5 Running-in allowance, y.31Annex A (normative) Calculation of virtual cylindrical gears Method B1 35Annex B
11、(normative) Calculation of virtual cylindrical gears Method B2 47Annex C (informative) Values for application factor, KA53Annex D (informative) Contact patterns 54Bibliography .58BS ISO 10300-1:2014ISO 10300-1:2014(E)ForewordISO (the International Organization for Standardization) is a worldwide fed
12、eration of national standards bodies (ISO member bodies). The work of preparing International Standards is normally carried out through ISO technical committees. Each member body interested in a subject for which a technical committee has been established has the right to be represented on that comm
13、ittee. International organizations, governmental and non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.The procedures used to develop this document an
14、d those intended for its further maintenance are described in the ISO/IEC Directives, Part 1. In particular the different approval criteria needed for the different types of ISO documents should be noted. This document was drafted in accordance with the editorial rules of the ISO/IEC Directives, Par
15、t 2. www.iso.org/directivesAttention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of any patent rights identified during the development of the docu
16、ment will be in the Introduction and/or on the ISO list of patent declarations received. www.iso.org/patentsAny trade name used in this document is information given for the convenience of users and does not constitute an endorsement.For an explanation on the meaning of ISO specific terms and expres
17、sions related to conformity assessment, as well as information about ISOs adherence to the WTO principles in the Technical Barriers to Trade (TBT) see the following URL: Foreword - Supplementary informationThe committee responsible for this document is ISO/TC 60, Gears, Subcommittee SC 2, Gear capac
18、ity calculation.This second edition cancels and replaces the first edition (ISO 10300-1:2001), which has been technically revised.ISO 10300 consists of the following parts, under the general title Calculation of load capacity of bevel gears: Part 1: Introduction and general influence factors Part 2:
19、 Calculation of surface durability (pitting) Part 3: Calculation of tooth root strengthiv ISO 2014 All rights reservedBS ISO 10300-1:2014ISO 10300-1:2014(E)IntroductionWhen ISO 10300:2001 (all parts, withdrawn) became due for (its first) revision, the opportunity was taken to include hypoid gears, s
20、ince previously the series only allowed for calculating the load capacity of bevel gears without offset axes. The former structure is retained, i.e. three parts of the ISO 10300 series, together with ISO 6336-5, and it is intended to establish general principles and procedures for rating of bevel ge
21、ars. Moreover, ISO 10300 (all parts) is designed to facilitate the application of future knowledge and developments, as well as the exchange of information gained from experience.Several calculation methods, i.e. A, B and C, are specified, which stand for decreasing accuracy and reliability from A t
22、o C because of simplifications implemented in formulae and factors. The approximate methods in ISO 10300 (all parts) are used for preliminary estimates of gear capacity where the final details of the gear design are not yet known. More detailed methods are intended for the recalculation of the load
23、capacity limits when all important gear data are given.ISO 10300 (all parts) does not provide an upgraded calculation procedure as a method A, although it would be available, such as finite element or boundary element methods combined with sophisticated tooth contact analyses. The majority of Workin
24、g Group 13 decided that neither is it sufficient for an International Standard to simply refer to such a complex computer program, nor does it make sense to explain it step by step in an International Standard.On the other hand, by means of such a computer program, a new calculation procedure for be
25、vel and hypoid gears on the level of method B was developed and checked. It is part of the ISO 10300 series as submethod B1. Besides, if the hypoid offset, a, is zero, method B1 becomes identical to the set of proven formulae of the former version of ISO 10300 (all parts):2001.In view of the decisio
26、n for ISO 10300 (all parts) to cover hypoid gears also, an annex, called: “Calculation of virtual cylindrical gears Method B2”, is included in this part of ISO 10300. Additionally, ISO 10300-2 is supplemented by a separate clause: “Gear flank rating formulae Method B2”; regarding ISO 10300-3, it was
27、 agreed that the former method B2, which uses the Lewis parabola to determine the critical section in the root and not the 30 tangent at the tooth fillet as method B1 does, now be extended by the AGMA methods for rating the strength of bevel gears and hypoid gears. It was necessary to present a new,
28、 clearer structure of the three parts, which is illustrated in Figure 1 (of this part of ISO 10300). Note, ISO 10300 (all parts) gives no preferences in terms of when to use method B1 and when method B2.The procedures covered by ISO 10300 (all parts) are based on both testing and theoretical studies
29、, but it is possible that the results obtained from its rating calculations might not be in good agreement with certain, previously accepted, gear calculation methods.ISO 10300 (all parts) provides calculation procedures by which different gear designs can be compared. It is neither meant to ensure
30、the performance of assembled gear drive systems nor intended for use by the average engineer. Rather, it is aimed at the experienced gear designer capable of selecting reasonable values for the factors in these formulae, based on knowledge of similar designs and on awareness of the effects of the it
31、ems discussed.NOTE Contrary to cylindrical gears, where the contact is usually linear, bevel gears are generally manufactured with profile and lengthwise crowning: i.e. the tooth flanks are curved on all sides and the contact develops an elliptical pressure surface. This is taken into consideration
32、when determining the load factors by the fact that the rectangular zone of action (in the case of spur and helical gears) is replaced by an inscribed parallelogram for method B1 and an inscribed ellipse for method B2 (see Annex A for method B1 and Annex B for method B2). The conditions for bevel gea
33、rs, different from cylindrical gears in their contact, are thus taken into consideration by the longitudinal and transverse load distribution factors. ISO 2014 All rights reserved vBS ISO 10300-1:2014ISO 10300-1:2014(E)KeyaOne set of formulae for both, bevel and hypoid gears.bSeparate sets of formul
34、ae for bevel and for hypoid gears.Figure 1 Structure of calculation methods in ISO 10300 (all parts)vi ISO 2014 All rights reservedBS ISO 10300-1:2014INTERNATIONAL STANDARD ISO 10300-1:2014(E)Calculation of load capacity of bevel gears Part 1: Introduction and general influence factors1 ScopeThis pa
35、rt of ISO 10300 specifies the methods of calculation of the load capacity of bevel gears, the formulae and symbols used for calculation, and the general factors influencing load conditions.The formulae in ISO 10300 (all parts) are intended to establish uniformly acceptable methods for calculating th
36、e pitting resistance and bending strength of straight, helical (skew), spiral bevel, Zerol and hypoid gears. They are applicable equally to tapered depth and uniform depth teeth. Hereinafter, the term “bevel gear” refers to all of these gear types; if not the case, the specific forms are identified.
37、The formulae take into account the known major factors influencing pitting on the tooth flank and fractures in the tooth root. The rating formulae are not applicable to other types of gear tooth deterioration such as plastic yielding, micropitting, case crushing, welding, and wear. The bending stren
38、gth formulae are applicable to fractures at the tooth fillet, but not to those on the active flank surfaces, to failures of the gear rim or of the gear blank through the web and hub. Pitting resistance and bending strength rating systems for a particular type of bevel gears can be established by sel
39、ecting proper values for the factors used in the general formulae. If necessary, the formulae allow for the inclusion of new factors at a later date. Note, ISO 10300 (all parts) is not applicable to bevel gears which have an inadequate contact pattern under load (see Annex D).The rating system of IS
40、O 10300 (all parts) is based on virtual cylindrical gears and restricted to bevel gears whose virtual cylindrical gears have transverse contact ratios of v45, for effective pressure angles e 30 and/or for large face widths b 13 mmn, the calculated results of ISO 10300 (all parts) should be confirmed
41、 by experience.2 Normative referencesThe following documents, in whole or in part, are normatively referenced in this document and are indispensable to its application. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (includ
42、ing any amendments) applies.ISO 1122-1, Vocabulary of gear terms Part 1: Definitions related to geometryISO 6336-5, Calculation of load capacity of spur and helical gears Part 5: Strength and quality of materialsISO 10300-2:2014, Calculation of load capacity of bevel gears Part 2: Calculation of sur
43、face durability (pitting)ISO 10300-3:2014, Calculation of load capacity of bevel gears Part 3: Calculation of tooth root strengthISO 17485, Bevel gears ISO system of accuracyISO 23509:2006, Bevel and hypoid gear geometry ISO 2014 All rights reserved 1BS ISO 10300-1:2014ISO 10300-1:2014(E)3 Terms and
44、 definitionsFor the purposes of this part of ISO 10300, terms and definitions given in ISO 1122-1 and ISO 23509 apply.4 Symbols and unitsFor the purposes of this document, the symbols given in ISO 701, ISO 17485 and ISO 23509 apply.Table 1 contains symbols and their units which are used at more than
45、 one places of ISO 10300 (all parts). Other symbols, especially those of auxiliary variables, which are used in equations following closely after their definitions, are not listed in Table 1. Table 2 contains general subscripts used in ISO 10300 (all parts). Table 1 Symbols and units used in ISO 103
46、00 (all parts)Symbol Description or term Unita hypoid offset mmarelrelative hypoid offset avcentre distance of virtual cylindrical gear pair mmavncentre distance of virtual cylindrical gear pair in normal section mmb face width mmbbrelative base face width bcecalculated effective face width mmbeffef
47、fective face width (e.g. measured length of contact pattern) mmbvface width of virtual cylindrical gears mmbv,effeffective face width of virtual cylindrical gears mmcvempirical parameter to determine the dynamic factor cmean value of mesh stiffness per unit face width N/(mm m)c0mesh stiffness for av
48、erage conditions N/(mm m)c single stiffness N/(mm m)c0 single stiffness for average conditions N/(mm m)deouter pitch diameter mmdmmean pitch diameter mmdTtolerance diameter according to ISO 17485 mmdvreference diameter of virtual cylindrical gear mmdvatip diameter of virtual cylindrical gear mmdvant
49、ip diameter of virtual cylindrical gear in normal section mmdvbbase diameter of virtual cylindrical gear mmdvbnbase diameter of virtual cylindrical gear in normal section mmdvfroot diameter of virtual cylindrical gear mmdvnreference diameter of virtual cylindrical gear in normal section mme exponent for the distribution of the load peaks along the lines of contact f distance from the centre of the zone of action to a contact line mmfmaxmaximum distance to middle contact line mmfmaxBmaximum distance to
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