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Computation of the Release Force in a Gear Shrink-Fitted over a Solid Shaft

Omar Bataineh and Ali Al-Hawari
Jordan University of Science and Technology, Irbid, Jordan

Abstract— Estimating the force required to release a gear shrink-fitted over a solid shaft is important for design considerations. In this study, the release force was computed analytically and using the finite element method (FEM). The results were then compared and validated through experiments according to the design of experiments (DOE) technique. Analysis of variance (ANOVA) was used to identify the relevant sources of variability in the experimental results. Two factors were studied in experiments: average surface roughness of the shaft and pulling speed of the universal testing machine. The results showed that the relative error between the analytical and FEM results was 5.4%, which was interpreted by two reasons. First, the analytical results were based on a two-dimensional model, whereas the numerical results were based on a three-dimensional model. Second, the analytical approach used a hollow cylindrical hub geometry to represent the gear, whereas the FEM model used a more realistic virtual gear geometry. The ANOVA results showed that surface roughness has a significant effect on the experimental results of the release force, but the pulling speed was not an influential factor. The analytical and FEM values of the release force were found to be within the confidence interval established about the mean release force obtained from experiments.

Index Terms— shrink-fit assembly, shaft-gear connection, finite element method, DOE, ANOVA

Cite: Omar Bataineh and Ali Al-Hawari, "Computation of the Release Force in a Gear Shrink-Fitted over a Solid Shaft," International Journal of Mechanical Engineering and Robotics Research, Vol. 10, No.11, pp. 592-600, November 2021. DOI: 10.18178/ijmerr.10.11.592-600

Copyright © 2021 by the authors. This is an open access article distributed under the Creative Commons Attribution License (CC BY-NC-ND 4.0), which permits use, distribution and reproduction in any medium, provided that the article is properly cited, the use is non-commercial and no modifications or adaptations are made.