1.2  PRIMARY MACHINE ELEMENTS 
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The various elements of textile machines such 
as openers, condenser, material transport fans, lickerin, cylinder, 
doffer, lap rollers etc are mounted on shafts. Gears, pulleys of belt 
drives, sprockets of chain drives are always mounted on shafts. The 
shafts must be supported physically in place and rotate with least 
friction. To achieve these, shafts are supported by stationary machine 
elements ‘bearings’. Further, many transmission shafts (main and 
auxiliary) are used on textile machines to transfer motion from one 
element to other. Drafting rollers, feed rollers, detaching rollers, 
spindles, flyers and crank shafts act as transmission shafts and also do
 their intended function(s). These are also mounted on bearings. In fact
 there is no machine without shafts and bearings. Hence, the shafts and 
bearings are called ‘primary elements’. The shafts and drafting rollers 
must have adequate strength to overcome various stresses (shear, 
bending, compression and torsion). The design aspects of these are 
covered in module 8. The module 11 deals with bearings
 that include the fundamentals of lubrication in bearings, bush 
bearings, various types of rolling contact bearings, applications in 
textile machines and comparison of bearings.  
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        1.3  SPECIAL PURPOSE DRIVES 
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Apart
 from the above mentioned general purpose drives and primary machine 
elements; there are special requirements such as reversing drives to 
change the direction of rotation of driven element with respect to the 
driver element using flat belt, variable speed devices using conical 
pulleys/disks and stepped pulleys, and drives to drive an element which 
is out of plane with the driver. The principles used in these drives and
 their applications in textile machines are discussed in module 2.  
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Precise
 control of bobbins in roving machine, detaching rollers in comber and 
feed roller in lap forming are very important. A class of gear train 
called ‘epicyclic gear train’ or ‘planetary gears’ are used to combine a
 fixed and a variable speed to get an output speed that control the 
speed of bobbins and detaching rollers. These are discussed in module 6.
 In the case of roving and lap forming machines, the cone pulleys are 
used to get the variable input speeds. In this respect, the designs of 
cone pulleys are important. The design aspects of straight and profiled 
cone pulleys are covered in details in module 7. The roles of belt slippage and bobbin diameters are also dealt in this module.  
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        1.4 DEVICES 
                    
A
 clutch is used to safeguard the electric motor during starting of the 
machine. During starting of a machine, all the elements of the machine 
are static and hence the load requirement on the motor is very high. 
This may result in burning of coils in the armature of the motor. A 
clutch acts as an interface between the motor and machine. Usually the 
clutch is disengaged as the motor is started so that the power is not 
transmitted to the machine. Once the motor attains enough speed and 
torque, the clutch is engaged transferring power from motor to the 
machine. Apart from this universal application of clutches in heavy 
industrial machines (including textile machines), clutches are used for 
specific purposes to transfer or discontinue power transmission to 
certain elements depending on the process requirements. Delayed start of
 drafting rollers on ring spinning machines, control of feed apron on 
bale opener, lap roller on sliver doubling machine, yarn under winding 
on ring spinning, traverse motion of bobbin rail on roving machines and 
fabric roll up mechanism on loom are controlled by clutches. Brakes are 
used to stop a machine element or the whole machine or to compress 
materials (lap formation). The clutches and brakes are invariably used 
together on the main drive of heavy machines. For example, when a 
machine has to be stopped, clutch must be disengaged followed by braking
 action as in automobiles. The principles, construction and working of 
clutches such as jaw, disk (single and multiple), cone, and centrifugal 
clutches and their applications in textile machines are discussed in module 9.
 Similarly, the block, band, disk brakes, and disk clutch-and-disk brake
 and their applications on lap former, ring spindle, warping machine, 
and negative let-off warp on looms are discussed in module 10.  
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Cams
 are used in many textile machines to preciously control the speed of 
various elements. The classification of cams, and design aspects of cam 
used to build ring cop of required profile are discussed in module 12.  
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Finally,
 balancing of machine elements and whole machine is an important issue 
for good running performance of machines and product quality. Unbalance 
is the unequal mass distribution of rotor (shaft having pulleys, gears 
etc) about its axis. This causes vibrations on machines, especially at 
high speeds which lead to noise, structural damage to parts/machine, 
maintenance problems, poor product quality and reduced bearing life. The
 module 13 is concerned with balancing machines. The causes and effect 
of unbalance, perception/visualization of unbalance, various types of 
unbalance, balancing of card cylinder, practical aspects of unbalance 
during maintenance activities, practical examples of unbalance on 
textile rotors and how were they balanced, effect of eccentricity in 
mounting the shaft in bearings, and dynamic balancing of single and 
multi-plane rotors are discussed in this module.  
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|  2.1 DRIVES IN MACHINES  | 
      
       
                  
                    
Belt
 drives such as flat belt, V belt, round belt, timing belt and tape 
(thin belt made from cloth and composite) are widely used in textile 
machines. They are simple and inexpensive compared to gears drives. Belt
 drive requires an endless belt and two pulleys (a driver and driven). 
Mostly they are used to transmit power between two parallel shafts by 
means of friction. The belt must be set with some initial tension to 
avoid it slipping over the pulleys for effective power transmission. 
Depending on the cross-sectional shape of belts, they are classified as 
flat, V and round belts.  
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Belt
 drives offer maximum versatility as power transmission elements. The 
designer has considerable flexibility in choosing the location of 
pulleys for the driver and driven. They are used for power transmission 
over comparatively long distances. The design tolerances for these 
drives are not as critical compared with gear drives. In many cases, 
their use simplifies the design of machine and substantially reduces the
 cost.  
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The
 advantage with belt drives is that they reduce vibration and shock 
transmission, since the belts are elastic and usually quite long. These 
properties play an important part in absorbing shock loads and isolating
 the effects of vibration. This aspect is very important for the life of
 machine. The belt drives are relatively quiet. The movement of belt 
depends on friction traction on the pulleys and hence, some slippage is 
inherent in their operation. The slippage of belt over the pulleys is 
also responsible to absorb shocks and vibrations.  
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Some
 slip and creep are inherent in flat and v-belts, and so the angular 
velocity ratio between the driver and driven is neither constant nor 
equal to the ratio of the pulley diameters. Due to ageing or creep of 
belts, in some cases, an idler or tension pulley must be used to avoid 
the adjustments in center distance between the driver and driven 
pulleys. The belts with excessive creep must be replaced with new belts.
 Periodic inspection of belt slackness is required. Belts do not have an
 indefinite life. While in use, it is essential to have regular 
inspection schedule to guard against wear, ageing and loss of elasticity
 due to creep, so that they can be replaced at the first sight of 
deterioration.  
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                      2.2 
                                FLAT BELT DRIVE  
                          
Flat belts have narrow
 rectangular cross-section. In fact the earliest belt used in industrial
 drives was leather flat belt. Larger flat belt drives were in use as 
group-drive system in industry decades ago. A large motor drives several
 machines through pulleys and leather belts. Later, reinforced flat 
flats were introduced which have almost replaced the leather belts due 
to their superior characteristics. The important material properties to 
be considered for the construction of flat belts are high coefficient of
 friction between the belt and the rim of the pulleys, flexibility, 
durability and strength of the belt.  
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 Leather belts  
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Leather 
belts were widely used earlier. Leather belts offer moderate coefficient
 of friction between the rim of the pulley and belt. But they become 
rigid, and exhibit creep over a period of time. They also have poor 
resistance against moisture. The leather belts are available in two 
varieties, viz., oak-tanned and mineral or chrome-tanned. Few layers of 
leathers are bonded together by adhesives to get the required thickness 
of belt. Commercial leather belts are specified according to the number 
of layers, such as single, two, three and four-ply belts. A three-ply 
leather belt is shown in Fig. 2.2.1.  
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 Fig. 2.2.1 Three-ply leather flat-belt  
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 Reinforced belt  
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Another
 category of flat belts is the reinforced belts, which are widely used 
nowadays. The reinforced belts are made of urethane or rubber matrix, 
reinforced with fabric or nylon cords or steel wires. In the case of 
fabric reinforced rubber belts, canvas- or cotton-ducks fabrics are 
used. Rubber impregnated fabric belts are cheaper, have more resistant 
to moisture than leather belts. Either one or both the surfaces of belt 
(the later is used in reversing drives, discussed in section 2.8) 
require friction surface coating. Flat belts are quite, efficient at 
high speeds, and can transmit large amounts of power over long 
distances. They are mostly available in roll form and are cut into 
required length, the cut ends are joined using special kits.  
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The 
coefficients of friction of leather, polyamide and urethane flat belt 
are 0.4, 0.5 to 0.8 and 0.7 respectively. The reinforced belts are 
available with a density of 0.97 to 1.29 g/cm3. The thickness of flat belts ranges from 0.75 to 5 mm. There is no upper limit on the length of flat belt to be used.  
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Pulleys for flat belt  
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The 
pulleys used for flat belt are crowned to keep the belts from running 
off the pulleys. Both the driver and driven pulleys must be crowned when
 the pulley axes are not in a horizontal position. The crowns should be 
rounded and not angled. If only one pulley is to be crowned, then it 
should be the larger one.  
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                                              2.3 ANALYSIS OF FLAT BELT TENSIONS  
                    | Consider a small element of a flat belt resting over a pulley shown in Fig. 2.3.1.  | 
                   
                    
                      
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 Fig. 2.3.1 Forces acting on an element of a flat-belt  
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The normal force ( dN) acting on the belt arises due to reaction from the pulley. The coefficient of friction between pulley and belt is ‘ μ’. Due to friction traction, the belt tensions on both the sides of the element are  F1 (on loose side) and  F2 (on tight side), such that  F2 >  F1 and the friction force  dF is equal to difference between these two forces. The angle of wrap of belt over the pulley is     (in radians). If a belt having a linear density of  m (in kg/m) running over a rim of pulley at a velocity,  v (in m/s), the element of belt shown in figure would be subjected centrifugal force equal to   (in N)   
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The above equation indicates that power transmission is proportional to 
belt speed. However, at very high belt speeds (usually above 1500 
m/min), power decreases with increasing belt speed due to rapid rise of 
centrifugal force acting the belt. This centrifugal force reduces the 
pressure between the belt and the rim of the pulleys, moving the belt 
away from the pulley, reducing the wrap angle and hence, the belt 
tensions and power transmission.  
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                                               2.4 POSITIONS OF SLACK AND TIGHT SIDES OF BELT  
                    
While the belt is running, the belt tension is such that ‘sag’ or 
‘droop’ is visible on one side of the driving pulley. This is shown in 
                    Fig. 2.4.1for flat belt drive.  
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Click on Image to run the animation  
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 Fig. 2.4.1 Open belt drive with slack side on top of pulleys  
 
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 Animation: 2.4.1 Moving open belt with slack side on top of pulleys  
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The positions of input and output pulleys are 
such that the tight side of the belt must be on the bottom and slack 
side on the top of the pulleys. Otherwise, the angle of contact between 
the belt and rim of the pulley reduces, decreasing the power 
transmission capacity of the belt.  
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                                                2.5 MAXIMIZING THE POWER TRANSMISSION  
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|                             2.6 GEOMETRICAL RELATIOSHIPS IN BELT DRIVES  | 
      
       
                  
                    
Flat belts are used in open and crossed configurations. A crossed belt is shown in Fig. 2.6.1. The geometry of open flat belt and crossed flat belt drives are shown in Fig. 2.6.2.  
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 Fig. 2.6.1 Crossed belt on a high speed card  
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 Fig. 2.6.2 Geometry of flat-belt drives: Top-Open belt; Bottom- Crossed belt  
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                    | The contact angles (in degrees) of open belt over the smaller (driver) and larger (driven) pulleys (Fig. 2.6.2) are given below:  | 
                   
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                                                                              2.7 SELECTION OF BELT AND PULLEY DIAMETER  
                    
The machinery manufacturer has to select a 
belt from the belt manufacture’s catalogue based on the power to be 
transmitted, speeds and diameters of driving and driven pulleys and the 
available space to house the pulleys. In order to give factor of safety 
to the belt, the actual power to be transmitted by the belt is 
multiplied by load correction factor to arrive at maximum power 
transmission. 
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The correction factor is one for a normal load and goes up to 1.5 when 
the nature of load is shock with increasing intensity. From the pulley 
manufacturer’s catalogue, a pulley whose size is nearest to the 
dimension as per the design calculation has to be selected. As a 
consequence the belt velocity and the size of the driven pulley would 
also vary slightly.  
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                                                  2.8 REVERSING DRIVES WITH FLAT BELTS  
                    
Reversing
 drives (open or crossed) are used when the direction of rotation of 
driven must be opposite to that of driver. This can be achieved by open 
flat belt (Fig. 2.8.1) and crossed flat belt (Fig.2.8.2)
 configurations. In these configurations, both the sides of belt contact
 the pulleys. The V belts cannot be used for reversing drives. However, a
 double sided timing belt can be used in an open configuration (Refer Fig. 2.17.2).  
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 Fig. 2.8.1 Reversing drives with open flat belt  
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 Fig. 2.8.2 Reversing drives with crossed flat belt  
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                                                   2.9 FLAT BELT WITH OUT OF PLANE PULLEYS  
                    
Flat
 belt drive could also be used when the pulleys are out-of-plane, which 
is not possible with V belt drive. The driving and driven pulleys must 
be positioned so that the belt leaves each pulley in the mid-plane of 
the face of other pulley without using a guide pulley. This drive is 
used to drive coiler plate on card as shown in Fig. 2.9.1.The schematic representation of the same is illustrated in Fig 2.9.2. For other arrangements guide pulleys are needed.  
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 Fig. 2.9.1 Flat belt on out-of-plane pulleys driving coiler on carding machine  
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 Fig. 2.9.2 Quarter-twist flat-belt drive (Pulleys are out-of-plane by 90°)  
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|                                 2.10 CLUTCHING ACTION WITH FLAT BELT  | 
      
       
                  
                    
Clutching action can be obtained with flat 
belts. The belt can be shifted from a loose to a fast (tight) pulley 
mounted on the driven-shaft using a fork-lever or any other shifting 
mechanisms as shown in Fig. 2.10.1. 
This type of arrangement is very common on conventional blow rooms, 
drawing and roving machines. While starting the motor, the belt is 
placed on the loose pulley, which disconnects the motor from machine, 
thus, preventing transfer of heavy loads on the motor. When the motor 
attains full speed, the drive is transferred to the machine by shifting 
the belt on to the fast pulley. Clutching device based on loose and fast
 pulleys used on a old carding machine is shown in Fig. 2.10.2.  
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 Fig. 2.10.1 Flat belt on fast and loose pulleys  
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 Animation 2.10.1 Flat belt driving fast and loose pulleys  
 
 
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 Fig. 2.10.1 (b) Flat belt on fast and loose pulleys mounted on cylinder shaft of a card  
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                                                                              2.11 APPLICATIONS OF FLAT BELTS  
                    
Some of the applications of flat belts are given below:  
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Drives to beaters on conventional blow rooms.  
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Crossed flat-belt transmits drives from cylinder to flat on old cards.  
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Drives
 in high production cards such as the drive from motor to lickerin and 
cylinder; drive to cleaner roller at the delivery side; drive from motor
 to flat-stripper roller and crossed-flat-belt drive from cylinder to a 
pulley from where further drive proceeds through double stage speed 
reduction using worm and worm gears and a mechanical clutch to the 
driving-shaft of flat.  
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Drive to drafting rollers and other rolling elements on a single delivery drawing machine.  
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Drives to opening rollers, friction drums and take-off rollers on friction spinning machine.  
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Drive to rotor on rotor-spinning machine.  
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Main drive on draw-texturing machine.  
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Drive to creel-rollers of a high speed drawing machine.  
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                     2.12 V BELT DRIVES  
                    
The V belts are the probably the most common means of transmitting power between fractional horse power motors to machines (Fig 2.12.1).
 Mostly, the driver and driven pulleys lie in the same vertical plane. 
There is an upper limit on the center distance or belt length. Long 
center distances are not recommended, because the excessive vibration of
 slack side flutters and shorten the belt life. In general the center 
distance should not be greater than 3 times the sum of diameters of 
input and output pulleys. Since the V belt is short, it is subjected to 
the action of load and fatigue a greater number of times. Further, its 
ability in absorbing the shocks is poor.  
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 Fig. 2.12.1 (a) V belt drive on a laboratory model card  
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Fig. 2.12.1 (b) V belt drive on a loom 
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 Fig. 2.12.1 (c) V belt drive on a roving machine  
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The
 V belts work better in the speed range 300 to 1500 m/min. V-belts are 
widely used in variable speed drives using adjustable sheaves. By moving
 the sheaves axially the pitch diameters of the driving and driven 
pulleys could be varied to get variable output speed. This type of drive
 is common on ring spinning and rotor spinning machines. Quarter-turn 
drives are used to transmit motion between horizontal and vertical 
shafts using deep groove pulleys and relatively long center distances.  
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                                              2.13 CONSTRUCTION OF V BELT  
                    
V belts are available without any joints. The cross-section of V belt is trapezoidal (shown in Fig. 2.13.1
). V beltsare designed to mesh in the trapezium shaped groove of pulleys. The groove angle (β)
 of the sheave is made somewhat less than the belt-section angle (θ). 
This causes the belt to wedge itself into the groove, thus increases the
 friction. This increases greatly the frictional resistance to slipping,
 for a given maximum tension, compared to flat belt. The V belt does not
 rest on the bottom of the groove but wedges itself into the groove.  
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 Fig. 2.13.1 Geometry of a V belt  
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The thickness ‘b’ ranges about 8 to 23 mm and the width ‘a’ is about 13 
to 38 mm. The belt section angle is generally around 40° . The V belts 
are available in sections as A, B, C, D, E. The width and thickness of 
belt and minimum sheave diameter increase from section A to E, in other 
words, belts become heavier from section A to E. To select a V belt for 
different speeds and power transmission combination, one must refer to 
belt manufacturer’s catalogue. For high power transmission, heavy V 
belts are preferable. For high speeds, light belts are preferred.  
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V
 belts are made of fabric and cords which are moulded in rubber. It 
consists of three elements, viz., a central load carrying layer of cords
 made from high tenacity fibre or steel, a surrounding layer of rubber 
to transmit pressure from cords to side walls and an elastic outer cover
 to provide friction as shown in 
                        Fig. 2.13.2.  
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 Fig. 2.13.2 Cross-section of a V belt  
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                                                2.14 FORCE ANALYSIS IN V BELT  
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 Fig. 2.14.1 Forces on a V belt  
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                                                2.15 APPLICATIONS OF V BELTS  
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                    | Few applications of V belts are listed below:  | 
                   
                    
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Main drives (drive from 
motor) in all spinning, yarn preparatory, texturing machines, looms, 
warping and winding machines and compressors.  
 
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Drive from top coiler to base coiler plate of high speed carding machine.  
 
 
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                             2.16 ROUND BELTS  
                    
The round belts are circular in cross-section, without any joints. They
 can be used for transmission over a long distance. The pulleys on which
 it runs should have V-shaped groove, similar to the ones used for V 
belts. This belt could also be used for variable speed drives using 
stepped pulleys. When all the pulleys (driving, driven and guide 
pulleys) are at considerable distances, and at different planes, these 
belts are the ideal choice. One such example is the drive to grooved 
winding drums on friction-spinning machine. The drive to winding drum on
 a friction-spinning machine is shown in Fig. 2.16.1 and the schematic representation of the same is shown in Fig. 2.16.2.
 The motion is transmitted from a pulley, ‘A” to pulley, ‘B’ through 
guide pulleys, ‘C’ & ‘D’. From the pulley, ‘B’ drive is transmitted 
to a grooved winding drum (not shown in the picture).  
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 Fig. 2.16.1 Round belt drive on friction spinning machine  
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 Fig. 2.16.2 Line sketch of round belt drive on friction spinning machine  
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                                                        2.17 TOOTHED BELT DRIVES  
                    
They
 are also referred as ‘timing belt drives’. They are positive drives 
that operate on toothed pulleys. The belts have flat outer surface and 
evenly spaced teeth on the inner surface. A toothed belt is made of 
rubberized fabric reinforced with steel wires to take the load. The 
steel wire is located at the pitch line and the pitch length is the same
 regardless of the thickness of belt. Toothed belts do not have joints. 
The toothed pulley looks like a spur gear (shown in Fig. 2.17.1), but the tooth profile is not involute.  
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 Fig. 2.17.1 Timing-belt drive  
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 Characteristics of toothed belt drive  
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Toothed 
belts offer very good accuracy in transmitting motion compared to flat 
belts and are comparable to gears. In addition they offer greater 
flexibility in the location of driver and driven. The tensions on timing
 belts are low, consequently the load on the supporting bearing are also
 low.  
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They are commonly used on high-speed 
machines, when the distance between driver and driven is considerably 
long. In these situations they offer greater advantage over gear drives 
in terms of lower power consumption and noise. In the case of gear 
drive, train of gears is required with several carrier gears, which, 
leads to high power consumption and more noise. In addition, the gear 
drive becomes so complex that changing the gears to alter process 
parameters or removing and refitting the gears during maintenance 
operation would be cumbersome.  
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Toothed belt do not stretch or slip much, 
consequently transmits power at constant angular velocity. Timing belts 
do not require high initial tension required for the flat and V belts. 
They operate over a wide range of speeds, with efficiencies in the range
 of 97 to 99%. They are quieter than chain drives. There is no periodic 
speed variation, as with chain drives, and so they are an attractive 
solution for precision-drive requirements. There is an upper limit on 
the maximum center distance between the wheels, which is lower compared 
to the flat belts.  
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 Applications of toothed belts  
 
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Toothed belts are used on 
texturing machines and to drive doffer, stripper, calender and coiler 
rollers (double sided toothed belt) on high speed card, and coiler 
plates of combing machine. In new drawing and ring spinning machines the
 drafting rollers are driven by toothed belt drives. The phenomenon of 
fluctuating speeds with gear drives due to accumulation of fibres/dust 
on gear teeth, wearing teeth, and improper meshing of gears by 
deflection of shaft or misalignment of gears are eliminated with the use
 of timing belt drives. In looms, toothed belt drives are used to drive 
take-up roller, dobby/tappet shaft and warp let-off motion. Toothed belt
 drives used on an air-jet texturing machine and card are shown in Fig. 2.17.2.  
 
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 Fig. 2.17.2 Timing belt drive on air-jet texturing and carding machines 
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The 
driving and driven wheels have discs on their sides to prevent belt 
coming out, in case the wheels are misaligned. The belt is kept under 
tension by means of a tension wheel (Fig 2.17.3),
 which does not have side discs. This helps in sliding the belt over the
 tension pulley after changing the driver or driven pulleys.  
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 Fig. 2.17.3 Tension wheel on a timing belt drive  
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The 
driving and driven wheels have discs on their sides to prevent belt 
coming out, in case the wheels are misaligned. The belt is kept under 
tension by means of a tension wheel, which does not have side discs. 
This helps in sliding the belt over the tension pulley after changing 
the driver or driven pulleys.  
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                                                        2.18 TAPES  
                    
Tapes are very thin and highly flexible compared to flat belts. They 
are generally made from narrow woven fabrics. Tapes are very useful to 
drive a group of elements from a single source, following very tortuous 
paths. They can easily follow sharp curved paths, and bend and twist 
over the supporting or tension compensating pulleys. Tapes are used in 
‘Four spindle group drive system’ to drive spindles on ring spinning 
machines (shown in Fig. 2.18.1
).  
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 Fig. 2.18.1 Four-spindle group-drive system with tape  
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Each tape moves over a tin roller or jockey pulley of driving shaft and 
tension pulleys to drive a set of four spindles. The spindle wharves are
 crowned. Thin flat belts are also used as ‘Tangential drive’ to drive 
spindles.  
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                                                     2.19 VARIABLE SPEED DRIVES  
                    
 Cone and stepped pulleys  
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For variable speed drives in blow rooms and roving machines, flat belts with cone pulleys are used as shown in Fig 2.19.1.
 The belt is moved axially to vary the output speed. For stepped 
pulleys, V belt or round belt is used with grooved sheaves as shown in Fig. 2.19.2. The stepped pulleys with V belts are commonly used on many main drives of textile machines.  
 
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Click on Image to run the animation  
 
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Animation 2.19.1 Variable speed using cone pulleys  
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Fig. 2.19.1 Variable speed drive with cone pulleys  
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Click on Image to run the animation  
 
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 Animation 2.19.2 Variable speeds with stepped pulleys  
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 Fig. 2.19.2 Variable speed drive with stepped pulleys  
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A variable speed drive 
using adjustable grooves/conical discs and V belt are commonly used in 
ring spinning without varying the speed of the motor as shown in Fig. 2.19.3 and Fig. 2.19.4.  
 
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                                | 
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 Fig. 2.19.3 Speed variation using conical discs on ring spinning machine  
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Click on Image to run the animation  
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 Animation 2.19.4 Speed variations with conical discs  
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 Fig. 2.19.4 Speed control on ring spinning using conical discs  
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By shifting the driver and driven discs 
axially and simultaneously, the effective diameters of the discs over 
which the belt passes are varied, thus varying the output speed. To 
increase the output speed (spindle speed), the input discs are moved 
closer to each other and the output discs are moved apart and vice 
versa. A microprocessor controls the hydraulic or pneumatic piston and 
lever mechanism to moves the discs. Depending on the preciousness of the
 control mechanism, the speed of the output can be varied 
infinitesimally and continuously. This is called PIV (Positively 
Infinitesimally Variable) drive. However, the spindle speed in ring 
spinning is not continuously varied. In practice, the spindle speed is 
varied in several steps depending on the doff-position and the 
permissible end-breakage rate of yarn. This permits higher throughput of
 yarn as optimum spindle speed could be selected at any instant. To 
reduce slip even further, the V-belts are replaced by a set of steel 
links held together by means of a chain (slated chains). This is called 
PIV gear and is used in many industrial machines for speed control.  
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|                                  2.20 ADJUSTMENT OF BELT TENSIONS  | 
      
       
                  
                    
Belts become slack due to creep during its 
service life. Therefore, a provision should be made to adjust the belt 
tension from time to time. Different methods are available to adjust 
belt tensions. In the case of flat belts with joints or hinges, a short 
length of belt is cut periodically and the cut ends are joined back to 
remove the slackness in the belts.  
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 Movable and swinging motors  
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For endless belts such
 as V belts and some flat belts, the technique of cutting the belt to 
adjust belt tension is not possible. In such cases, the center distance 
between input and output pulleys is slightly increased by means of an 
adjusting screw. On the drive from motor to main shaft of machine, 
provision is made to move the motor away from the output pulley through 
adjusting screws on the motor platform as shown in 
                              Fig. 2.20.1.  
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 Fig. 2.20.1 (a) Motor mounted on movable flat bed on a loom  
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 Fig. 2.20.1 (b) Motor mounted on movable flat bed  
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Another way of adjusting the belt tension is 
to mount the motor on a swinging platform/hanging plate, called 
‘Rockwood belt drive’ or ‘Pivoted motor’ used in bale opener is shown in
 Fig. 2.20.2. This type of drive is 
used in bale opener to drive the take-off and evener rollers. The motor 
is mounted on an over-hang-plate.  
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 Fig. 2.20.2 Swing motor drives on Bale opener  
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In pivoted motor drive, the belt length is adjusted automatically, when the distance ‘z’ of the center of gravity of motor from the pivot changes due to creep on the belt (Fig. 2.20.3). Hence, the belt tension is also adjusted. Taking moments of forces at the pivot,  
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 Fig. 2.20.3 Forces acting on a pivoted motor drive  
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In this drive, the belt length is adjusted automatically, when the distance ‘z’
 of the center of gravity of motor from the pivot changes due to creep 
on the belt. Hence, the belt tension is also adjusted. Taking moments of
 forces at the pivot,  
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                    | Idler or tension pulley  | 
                   
                    
Adjustment of belt tension can also be carried out using an idler pulley. This idler pulley may be either spring-loaded ( Fig. 2.20.4) or held against the belt by its own weight (Fig. 2.20.5) or by external adjustable tensioning arrangement (Fig. 2.20.6).  
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 Fig. 2.20.4 Spring loaded idler pulley on friction spinning machine  
 
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                             | 
                         
                          
 Fig. 2.20.5 Weighted idler pulley  
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In
 all the cases, the idler pulley should be located next to driver pulley
 on the loose side of belt. The contacting face of the idler pulley is 
flat faced without any crown. The idler pulley increases the arc of 
contact between belt and driver pulley, which is also advantageous in 
drives with short center distance.  
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A flat-belt drives lickerin and cylinder through adjustable tension pulley on a high speed carding machine ( Fig. 2.20.6).  
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 Fig. 2.20.6 Flat belt drive to lickerin and cylinder with tension pulley  
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A tension pulley is placed on the loose side 
of belt close to the motor pulley. The tension pulley is mounted on a 
slot fixed to the machine frame. Belt tension is adjusted by moving the 
tension pulley through the slot. When the machine is not operated for 
long period, the tension on the belt can be released to avoid 
unnecessary creep on the belt and to improve the service life of belt.  
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                                                      2.21 COMPARISON OF FLAT AND V BELTS  
                    
The advantages of flat belts in compared to V belts are listed below:  
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- 
                        
The tapes are very simple 
in design and cheapest followed by flat belts. The complexity of 
construction and cost are higher with round belts, V-belts and timing 
belts. The timing belts are the most expensive due their complex 
designs.  
 
- 
                        
The periodic adjustment of belt tension and replacement of belts when worn out are easier in the case of tapes and flat belts.  
 
- 
                        
Precise alignment of pulleys and shafts are not so critical with tapes and flat belts.  
 
- 
                        
Flat belts and spindle 
tapes are flexible and long, they have better ability to absorb shock 
and torsional vibrations. Hence, they are quieter and also give better 
protection to the machinery against impact or overloads compared to 
other belt drives.  
 
- 
                        
Clutching action using 
fast and loose pulleys and variable speed drive with flat belts are 
possible whereas these are not possible with other belt drives.  
 
- 
                        
Flat belts can be used for
 long distances, even up to 15 m, where other types of drives cannot be 
used. V-belts, timing belts and tapes are used for short distance.  
 
- 
                        
The construction of 
V-grooved pulleys used for V-belt and round belt drives is complicated 
and costlier compared with the pulleys used for flat belt.  
 
- 
                        
Tapes are very thin and 
highly flexible and hence have the ability to bend and twist over 
pulleys and follow very tortuous paths. They are most suitable for 
spindle drives, whereas others cannot be used for driving spindles.  
 
- 
                        
The timing belts have very
 higher power transmission capacity than other belt drives due to their 
strength and positive grip provided by the toothed cross-sections of 
belt and wheels. The V-belts have higher power transmission capacity 
than flat belts, round belts and tapes. The wedging action between the 
V-belt and V-pulleys permits small arc of contact that increases the 
power transmission capacity and reduces belt slip to a greater extent. 
The V-belt tends to wedge into the groove when the load increases, 
transmitting more torque. Tapes are the weakest and can be used for 
transmitting extremely low loads.  
 
- 
                        
The creep in tapes, V-belts and round belts are higher compared to timing belt and flat belts.  
 
- 
                        
The V-belts, round belts 
and timing belts are made in endless form, which results in smooth and 
quit operation even at high speeds. Few reinforced flat belts are also 
made in endless form.  
 
- 
                        
V-belt drives can be used 
for speed reduction up to 7:1 and they can be operated even the belt is 
vertical. They require less width and suited for smaller centre distance
 compared to flat belts. For high power transmission, two or more 
V-belts running on pulleys having multiple grooves can be used. The main
 drives (motor to main shaft of machine) in textile machines have the 
characteristics of high speed ratio, smaller centre distance, leading to
 smaller angle of contact (<180 action="" and="" are="" div="" driver="" drives="" for="" friction="" hence="" in="" is="" less="" machines="" main="" majority="" much="" of="" on="" power="" pulley="" situation.="" so="" textile="" the="" this="" traction="" transmission.="" useful="" v-belt.="" v-belt="" wedging="">
                      180> 
 
- 
                        
The ratio of bending force
 acting on the shaft to the net force is 1.0 for timing belt, 1.5 for V 
belt, whereas it is 2 for the flat belt. This implies that for a given 
power transmission (product of torque and speed), timing belt drive 
requires a smallest (diameter) shaft and the flat belt drive requires a 
largest shaft.  
 
- 
                        
The ratio of thickness of V
 belts to pulley diameter is high, which increases the bending stress in
 the belt cross-section and adversely affects its durability.  
 
 
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                     | 
                   
                    
 
 
 3.1 INTRODUCTION  
                    
A chain drive consists of an endless chain wrapped around sprocket wheels (shown in Fig. 3.1.1).
 The chain has a number of links connected by pins. The sprockets have 
teeth of special profile. Chains are used for power transmission and as 
conveyors. The chain drives have some features of both belt (flexibility
 of location of driver and driven) and gear drives (ruggedness). Chain 
drives are recommended for velocity ratio below 10:1, chain velocity 
1550 m/min and power transmission up to 100 kW.  
 
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                       3.2 CONSTRUCTION OF ROLLER CHAIN  
                    
Roller chain is made up of alternate link plates (inner and outer), pins, bushes and rollers as shown in 
                      Fig. 3.2.1.  
 
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 Fig. 3.2.1 Construction of a roller chain  
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The pins, bushes and rollers are made of alloy
 steels. The pins are press fitted to the outer link plates. The bushes 
are press fitted to two inner link-plates. The bush and the pin form a 
swivel joint and the outer link is free to swivel with respect to the 
inner link. The rollers are loosely mounted on the bushes so that they 
rotate when they are engaged with the teeth of the sprocket wheels. This
 results in rolling friction between the roller and sprocket teeth, 
reduces friction and results in less wear on them. The pitch of the 
chain ‘p’ is measured between the axes of adjacent rollers. The width of the chain (b1) is defined as the space between the two inner link plates along the axis of the pin.  
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                      3.3 CLASSIFICATION OF CHAINS  
                    
Chains are classified as roller chains and 
silent chains (inverted tooth or side guide chains). Single roller chain
 (or simple chain) drives are shown in Fig. 3.3.1. Figure 3.3.2
 shows both the single and double roller (duplex) chains. The 
construction of single roller chain is already explained in the earlier 
section. A duplex roller chain can be visualized as having two single 
roller chains placed side by side mounted on same set of pins. The 
silent chains are heavier, more difficult to manufacture and expensive 
compared to roller chains, hence their applications are limited.  
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 Fig. 3.3.1 Single roller or simple chain on bale opener  
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 Fig. 3.3.2 Simple and duplex roller chains on opening and cleaning machine  
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                        3.4 LUBRICATION OF ROLLER CHAINS  
                     | 
                   
                    
Roller chains must be lubricated to achieve long and trouble-free life.
 A drop-feed lubrication or lubricant in a shallow bath can be used. A 
medium or light mineral oil, without additives can be used as 
lubricants. Heavy duty oils and greases which are highly viscous do not 
enter the small spaces in the chain parts; and hence they are generally 
not recommended.  
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                         3.5 CHAIN TENSION AND BENDING FORCE ON SHAFT  
                     | 
                   
                    
Fig. 3.5.1
 shows a pair of chain sprockets transmitting power. The upper part of 
the chain is in tension and produces the torque on either sprocket. The 
lower part of the chain is slack and exerts no force on either sprocket.
 Therefore the total bending force on the shaft carrying the sprocket is
 equal to the tension on the tight side of chain.  
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                            | 
                         
                          
 Fig. 3.5.1 Forces acting on chain sprockets  
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|      3.6 GEOMETRICAL RELATIONSHIPS IN CHAIN DRIVE  | 
      
       
                  
                    
Fig. 3.6.1 shows a sprocket rotating in counterclockwise direction drives a chain. The symbols p, γ , d and z denote for the pitch, pitch angle and pitch diameter and number of teeth on the sprocket respectively.  
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                          | 
 | 
                         
                          
 Fig. 3.6.1 Geometry of a chain drive  
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                          3.9 APPLICATIONS OF ROLLER CHAINS   
                    
Few applications of roller chains are listed below:  
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                          | 
                        
Pedal roller of scutcher.  
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                          | 
                        
Drives from beater to plain and perforated drums and feed rollers on fine cleaner are through duplex roller chains.  
 | 
                       
                          | 
                        
Drive from inclined lattice to feed apron and creel apron of bale opener through clutch.  
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                          | 
                        
Motor to feed-roller, lap winding-roller, and tuft-feeder in high production carding machine.  
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                          | 
                        
Duplex roller chain transmits motion from main shaft to lap rollers via bottom calender roller on sliver lap machine.  
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                          | 
                        
Drive to shafts driving the flyers and bobbins on conventional roving machines.  
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                          | 
                        
Drive to ring rail on ring spinning machines.  
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                          | 
                        
Drive to creel rollers on drawing machines, and hank meters ( Fig. 3.9.1).  
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 Fig. 3.9.1 Chain drive for hank meter on drawing machine 
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Drive to brush roller shaft on comber.  
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                          | 
                        
Drive to drafting rollers that feed sheath fibres on friction spinning machine.  
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A drive to creel or table rollers (C, E, G and H) of conventional drawing machine is shown in Fig. 3.9.2.
 Initially, the drive originates from a driving sprocket, ‘A’ (behind 
the back drafting roller) to a sprocket, ‘B’ mounted on the shaft of 
first table roller through a tension sprocket wheel. The sprocket C 
compounded with the sprocket B drives the sprocket D mounted on the 
second table roller through a tension sprocket wheel (not shown in the 
figure) and so on to other table rollers. In high speed drawing 
machines, chains have been replaced by timing belts.  
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 Fig. 3.9.2 Drive to table rollers on a conventional drawing machine  
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4.1 Introduction    
                    
Gears have specially constructed toothed profile and are extensively 
used to transmit power in machines. Gears can be classified into spur 
gears, helical gears, bevel and worm gears. Within these gears there are
 sub-classification based on designs. Gears are made of ferrous (steel, 
cast iron), non-ferrous metals (bronze based) and non-metallic materials
 (Nylon, fibre reinforced in phenolic resin etc.). Steel is the most 
widely used material for gears. Spur gears are the simplest gears, 
having the maximum precision and high power transmission efficiency 
compared to any other gears. Hence, they are preferred as the first 
choice in industrial machines, except high speed and high load 
applications. In spur gears, two meshing gears are mounted on parallel 
shafts. The teeth are cut parallel to the axis of gear. In a normal or 
external spur gear, the teeth are cut on the outside of the rim of gear ( Fig. 4.1.1).  
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 Fig. 4.1.1 Normal or external spur gears on ring spinning machine  
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Generally, the input gear is smaller in size
 and the output gear is larger in size to get speed reduction. The 
driver and the driven gears are called ‘pinion’, and ‘gear’, respectively.  
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                     |  
 
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4.2 DESIGN ASPECTS OF SPUR GEAR  
                    
                      
                        
 Nomenclature of spur gear : 
 | 
                       
                        
The nomenclature of spur gear is illustrated in Fig.4.2.1.
 The pitch circle shown in the figure will not be visible in an actual 
gear; but the entire design of gear is based on the pitch circle 
diameter or the pitch diameter. The pitch circles of a pair of meshing 
gears must be tangent to each other. The circular pitch, p corresponds 
to the distance, measured on the pitch circle, from a point on one tooth
 to a corresponding point on an adjacent tooth. In other words, the 
circular pitch is equal to the sum of the thickness of a tooth and the 
space between two adjacent teeth measured along the pitch circle.  
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                              | 
                           
                            
 Fig. 4.2.1 Terminology of spur gears  
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 | 
                       
                        The following notations are used in spur gears:  
 P = Diametral pitch  
 z = Number of teeth  
 d = Pitch circle diameter  
 m = Module (mm)  
 p = Circular pitch (mm)  
 a = Addendum  
 b = Dedendum  
 c = Clearance = b - a 
 do = Diameter of addendum circle or Outside diameter =(d + a)  
 | 
                       
                        
The module ‘m’ is the ratio of 
the pitch diameter to the number of teeth on the gear. The unit of 
module in SI system is mm. The diametral pitch P is the ratio 
of the number of teeth on the gear to its pitch circle diameter. It is 
the reciprocal of module. The diametral pitch is usually expressed as 
‘teeth per inch’.  
 | 
                       
                        
The addendum circle (visible on a gear) is the largest circle on the gear. The addendum ‘a’
 is the radial distance between the pitch circle and the addendum 
circle. The dedendum circle (visible on a gear) is usually the smallest 
circle on the gear. The dedendum ‘b’ is the radial distance between the pitch circle and the dedendum circle. The dedendum is larger than the addendum; i.e., b > a. The depth of tooth ‘h’ is the sum of the addendum and dedendum; i.e., h = (a + b).  
 | 
                       
                        
The base circle or clearance circle of a gear is tangent to the addendum circle of its meshing gear. The clearance ‘c’ is the difference between the dedendum (b) and addendum (a) of the gears.  
 | 
                       
                        
 Geometrical relationships in spur gears  :  
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4.3 CONJUGATE ACTION   
                    
The gears must be designed such that the 
ratio of rotational speeds of driven and driver gear is always constant.
 When the tooth profiles of two meshing gears produce a constant angular
 velocity during meshing, they are said to be executing conjugate 
action. That is  
 | 
                   
                    
(ω1 /  ω2 ) = constant. ................................................................(4.5)  
Where  ω1 = Angular velocity of the driver.  
 ω2 = Angular velocity of the driven.  
 | 
                   
                    
Gears are mostly designed to produce 
conjugate action. Theoretically, it is possible to select an arbitrary 
profile for one tooth and then to find a profile for the meshing tooth, 
which will give conjugate action. One of these solutions is involute 
profile. The involute profile is universally used for constructing gear 
teeth with few exceptions. Figure 4.3.1 illustrates a conjugate action.  
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Click on Image to run the animation  
 
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 Animation 4.3.1 Illustration of conjugate action  
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 Fig. 4.3.1 Principles of conjugate action  
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4.4 
                                GENERATION OF INVOLUTE ON A CYLINDER   
                    
To understand the involute properties, let us 
consider a cylinder ‘A’, on which a flange ‘B’ is attached by a thread 
‘xyz’ wrapped around the cylinder, and the cord is held tight ( Fig. 4.4.1).  
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Click on Image to run the animation  
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 Animation 4.4.1 Illustration of involute generation on a cylinder  
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                            | 
                         
                          
 Fig 4.4.1 Generation of involute on a cylinder  
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Assume a marker is attached to the thread at a point ‘b’. While the 
thread is wrapped and unwrapped around the cylinder (rotating the 
cylinder in clockwise and anti-clockwise directions, keeping the thread 
tight all the times), the movement of marker traces an involute curve 
'abc' over the cylinder.  
 | 
                   
                    
The radius of curvature of involute varies continuously. It is zero at point 'a', (on the cylinder) and maximum at point 'c'(far away from the cylinder). At point 'b' the radius of involute is equal to the distance 'by', since the point 'b' is instantaneously rotating about the point 'y'
 on cylinder. Thus the line ‘xby’ coinciding with the tracing arm of 
thread ‘yb’ is normal to the involute at all points of intersection. The
 line ‘xby’ is called the line of action. The line of action is always 
tangent to the cylinder ‘A’ which is called ‘base circle’ on which the 
involute is generated.  
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                    |    | 
                   
                     
 4.5 INVOLUTE PROFILE OF GEAR TEETH  
                    
An example involute profile of gear teeth is shown in Fig. 4.5.1. Two gear-blanks A and B are centered about O1 and O2
 respectively. Let us imagine that a cord ‘xy’ is attached to both the 
base circles of these gears. When the base circles are rotated in 
different directions keeping the cord always under tension, a point on 
the cord will trace out two involute profiles, ‘cd’ on the base circle 
of gear ‘A’ and ‘ef’ on the base circle of gear ‘B’. The involutes are 
thus generated simultaneously by tracing the points. 
 | 
                   
                    
                        
                            | 
                         
                          
Fig. 4.5.1 Principles of generation of involute profile for gear teeth  
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Each tracing point on the involutes represents
 the point of contact between the involutes. The portion of cord ‘ab’ is
 the generating line. The point of contact moves along the generating 
line. The generating line is a fixed line, as it is always tangent to 
the base circles which are fixed. It is clear that the generating line 
is always normal to the involutes at the point of contact. Thus, the 
requirement for constant angular velocity ratio is satisfied.  
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                     | 
                   
                     4.6 CONSTRUCTION OF INVOLUTE GEAR TOOTH  
                    
The
 procedure to construct a gear tooth having an involute profile is given
 below. Construct a segment of base circle of the gear (centered at ‘O’)
 . Divide the segment of the base circle into a number of equal parts 
separated by very small angle ( q ). Construct radial lines OA4, OA3, OA2 etc as shown in 
                    Fig. 4.6.1.  
 | 
                   
                    
                        
                          
 Click on Image to run the animation   
 
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 Animation 4.6.1 Illustration on construction of involute gear tooth  
 | 
                         
                           | 
                         
                          
 Fig. 4.6.1 Construction of involute gear tooth  
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Construct tangents to the circle A4B4, A3B3, A2B2, A1B1 and from A4, A3, A2 and A1 respectively. Then along the line A1B1, mark the arc-distance A1A0 from A1; along the line A2B2, mark the twice the arc-distance A1A0 from A2 and so on; to get the points B1’, B2’, B3’ and B4’ etc.  
 | 
                   
                    
The curve joining these points starting from A0, would an involute curve A0B1’B2’B3’B4’.
 In a gear, the involute profile of the tooth starts from the base 
circle and continues up to the addendum circle with continuously 
increasing radius. In the procedure described above, the points A0,B1’, B2’, B3’, B4’ are discrete; whereas in actual gear teeth profiling, the θ is infinitesimal that continues points can be generated to get a perfect involute profile for the gear teeth.  
 | 
                   
                    
  | 
                   
                     4.7 CONTACT RATIO  
                    
  | 
                   
                    
Contact
 ratio of gears is one of the important design aspects of spur gear. 
This is a number, which indicates the average number of pairs of teeth 
in contact. This is the ratio equal to the length of path of contact on 
pitch circle divided by the circular pitch. Gears are generally designed
 to have a contact ratio larger than 1.2, because any inaccuracies in 
mounting the gears might reduce the contact ratio, increasing the 
possibility of impact between the meshing teeth and consequently the 
noise level.  
 | 
                   
                    
4.8 PRESSURE ANGLE  
                    | Pressure angle (ø)
 is the angle between the common normal to the contacting teeth (line of
 action) and the common tangent to the pitch circles of meshing gears 
(in Fig. 4.8.1). The relationship between radii of base (rb) and pitch circles (r) and the pressure angle (ø ) is:  | 
                   
                    | 
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                          | 
 | 
                         
                          
Fig. 4.8.1 Pressure angle and radii of base and pitch circles  
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                    | Pressure angle (ø)
 is the angle between the common normal to the contacting teeth (line of
 action) and the common tangent to the pitch circles of meshing gears 
(in Fig. 4.8.1). The relationship between radii of base (rb) and pitch circles (r) and the pressure angle (ø ) is:  | 
                   
                    | 
 | 
                   
                    
                        
                          | 
 | 
                         
                          
Fig. 4.8.1 Pressure angle and radii of base and pitch circles  
 | 
                         
 
 
 | 
                   
                    
4.8 PRESSURE ANGLE  
                    | Pressure angle (ø)
 is the angle between the common normal to the contacting teeth (line of
 action) and the common tangent to the pitch circles of meshing gears 
(in Fig. 4.8.1). The relationship between radii of base (rb) and pitch circles (r) and the pressure angle (ø ) is:  | 
                   
                    | 
 | 
                   
                    
                        
                          | 
 | 
                         
                          
Fig. 4.8.1 Pressure angle and radii of base and pitch circles  
 | 
                         
 
 
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  | 
                   
                    | Pressure angle (ø) is the angle between the common normal 
to the contacting teeth (line of action) and the common tangent to the 
pitch circles of meshing gears (in Fig. 4.8.1). The relationship between radii of base (rb) and pitch circles (r) and the pressure angle (ø ) is:  | 
                   
                    
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Fig. 4.8.1 Pressure angle and radii of base and pitch circles  
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4.9 INTERFERENCE IN GEARS   
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If the contact portions of tooth profiles of
 meshing gears are not involute, then the gears do not execute conjugate
 action; that is the output gear will not have constant angular 
velocity. This is called ‘interference’. In Fig. 4.9.1, two meshing gears are shown. The initial and final points of contact are at ‘A’ and ‘B’, respectively.  
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Click on Image to run the animation  
 
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 Animation 4.9.1 Illustration of interference on gears  
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 Fig. 4.9.1 Gears with interference  
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The explanation of interference is given 
below. In this figure, the initial contact begins between the teeth of 
meshing gears at point ‘A’. This indicates the contact begins when the 
tip of the tooth of driven gear contacts the flank of driving tooth 
below the base circle of driving gear on the non-involute portion of the
 tooth of driver. If the contact begins only at ‘C’ on the involute 
portion of tooth of driver, then there is no interference. Similarly, 
the contact should end at point ‘D’, just on the pressure line. If the 
contact ends at ‘B’, the effect is for the tip of the driver tooth (an 
involute portion) to dig out the non-involute portion of driven tooth, 
i.e. above the pressure line leading to interference.  
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4.10 ELIMINATION OF INTERFERENCE   
                              
  
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1) Use of a larger pressure angle can eliminate interference. As per the equation 4.8,
 having a larger pressure angle results in a smaller base circle. As a 
result, more of the tooth profiles become involute. In this case, the 
tip of the tooth of one gear will not have a chance to contact the flank
 of the other gear on its non-involute portion. Gears are generally 
produced with larger pressure angle of 20° with full depth involute 
system. The advantages of 20° -pressure angle system are:  
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.......................(i) Stronger tooth with higher load carrying capacity 
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                               | 
                              
.......................(ii) Greater length of contact  
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However, the 14.5° -pressure angle system is quieter in operation. For a
 20° -full depth system, the standard proportions of the gear tooth are:
  
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a = m 
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b = 1.25m 
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c = 0.25m 
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                               | 
                              
Tooth thickness = 1.5708m (m is module in mm)  
 
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2) Interference
 can be eliminated by under-cutting of tooth. A portion of teeth below 
the base circle is cut off. When teeth are produced by this process, the
 tip of one tooth of a gear will not contact the noninvolute portion of 
the tooth of other gear, hence, elimination of interference. However, if
 the undercutting is pronounced, the undercut tooth is considerably 
weakened.  
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3)
 Elimination of interference is possible by tooth stubbing. In this 
process a portion of the tip of the teeth is removed, thus preventing 
that portion of the tip of tooth in contacting the non-involute portion 
of the other meshing tooth. In this case also, the teeth are weakened. 
Both the tooth undercutting and tooth stubbing may result in less 
contact ratio, thus producing more noise.  
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4)
 Increasing the number of teeth on the gear can also eliminate the 
chances of interference. However, if the gears are to transmit more 
power, more teeth can be used only by increasing the pitch diameter, 
otherwise the smaller-sized teeth may break in transmitting more loads. 
This makes the gear larger for a given module. This is rarely desirable,
 as there is space constraint in the machine to house larger gears. 
Another problem with larger gears is that for a given rotational speed 
of the gear, the pitch line velocity would be more, consequently higher 
noise levels. The minimum number of teeth to avoid interference (zmin) is given by the following expression  
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                              5) Increasing slightly the centre distance between the meshing gears would also eliminate interference.  | 
                             
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                              6)
 Using profile shifted gears (gears with non-standard profile) can also 
be an option to eliminate interference. In profile shifted meshing 
gears, the addendum on the pinion is shorter compared with standard 
gears.  | 
                             
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4.11 EFFECT OF INTERFERENCE ON PERIODIC FAULTS IN FIBRE ASSEMBLIES   
                    
                        
                          
                              
                                
Usually, in drafting gear trains, 
the drive originates from the front roller and goes to the back drafting
 rollers. Defective gears such as the ones having imperfect tooth 
(non-involute profile), broken tooth and accumulated grease tangled with
 debris and fibres produce interference. The driven gears will have 
periodic variation in their angular speed. This results in interference.
 This manifests in periodic fault in fibre assemblies viz., sliver, 
roving and yarns, especially if the faulty gear is located in the 
drafting gear train. The wave lengths of faults can be measured using a 
mass based unevenness tester fitted with spectrogram. From the measured 
wave lengths, the faults can be localized, i.e., the source faults can 
be found with the knowledge of drafts used in each operation/process and
 the gearing plans of machines (preparatory and ring spinning machines) 
used to produce yarn. Proper maintenance and housekeeping practices can 
only eliminate this kind of fault.  
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The 
following example illustrates how periodic faults are generated in 
roving and yarns with faulty gears in a drafting gear train of roving 
machine. The drafting gear train of roving machine is given in Fig.4.11.1. The total-, main-, and break-drafts are: 10, 8 and 1.25 respectively assuming that the bottom roller diameter is 2.54 cm.  
 
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 If the gear-Z1 is defective : 
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For every one revolution of gear Z1, the faulty tooth of gear Z1 transfer different speed to gear Z2. The numbers of revolution of back roller corresponding to each revolution of the gear Z1
 is 0.1. The wave length of fault created by the back roller is the 
length of material delivered by the back roller during this time, and is
 ~0.8 cm (π(0.1)(2.54)). This fault is drafted at the back- and 
front-drafting zones, and hence the wave length of fault on roving will 
be ~8 cm (0.8 x 1.25 x 8). If the draft of the ring spinning machine is 
30, then the wave length of yarn fault is ~2.40 m.  
 
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 Fig. 4.11.1 Draft gearing plan on a roving machine  
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If the gears-Z2 or Z3 are defective :   
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For every one revolution of gear Z2 or Z3, the faulty tooth of gear Z2 or Z3 runs at different speed. The numbers of revolution of back roller corresponding to each revolution of the gear Z2 or Z3
 is 0.33. The wave length of fault created by the back roller is ~2.63 
cm (π(0.33)(2.54)). This fault is drafted at the back- and 
front-drafting zones, and hence the wave length of fault on roving would
 be ~26.3 cm (8 x 1.25 x 2.63). The wave length of yarn fault is ~7.9 m.
  
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If the gears-Z4 or Z5 are defective: 
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One
 rotation of back roller induces a wave length equal to its 
circumference and the wave length of periodic fault on roving will be 
~79.8 cm, and the yarn will have a periodic fault with wave length ~24 
m. Note that the wave length of periodic fault would be long, if the 
defective gear is situated far away from driving gear mounted on the 
front roller and vice versa. If one of the compounded gears is defective
 among the pair (Z1 and Z2 or Z3 and Z4) will create same wave length. The wave length depends only on the position of faulty gear in the gear train.  
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Periodic faults of different wave
 lengths on sliver can occur while laying the sliver as coils into the 
can, if the gears driving the coiler calender rollers, coiler plate, 
calender rollers and sliver container are defective.  
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 4.12 BACK LASH IN GEARS 
                    
Backlash
 in gears is purposefully created to avoid jamming of gear teeth. This 
is one of the design considerations of gears. The space between teeth 
must be made larger than the thickness of tooth, both measured on the 
pitch circle. Otherwise, the gears could mesh with jamming. The 
difference between tooth-space (Ts) and tooth thickness (Tt), both measured on the pitch circle is known as backlash.  
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Linear back Lash = (Ts-Tb)  
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 (4.10)  
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However, any amount of backlash greater than 
the minimum amount necessary to ensure satisfactory meshing of gears can
 result in dynamic instability and position errors in gear trains. In 
many applications such as instruments, differential gear trains and 
servo-mechanisms require complete elimination of backlash for proper 
functioning.  
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4.13 INTERNAL GEARS   
                    
In internal gear, the teeth are cut on the inside of rim of gear. The meshing gears have the same centers of rotation. Fig. 4.13.1
 shows a pinion meshing with an internal gear or annular gear. The 
addendum and base circles of the internal gear lie inside the pitch 
circle of that gear. The base circle of internal gear lies near the 
addendum circle. Further, it is observed that the positions of addendum 
and dedendum circles with respect to the pitch circles are reversed 
compared to the external spur gears. Internal gears were used in 
epicyclic gear trains for depositing slivers in the form of coils into 
the cans. The precision of internal gears is much lower than the regular
 spur gears. However, they have the characteristics of high load, high 
speed and high speed reduction.  
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Click on Image to run the animation  
 
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 Animation 4.13.1 Operation of internal spur gears  
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 Fig 4.13.1 Internal spur gears  
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4.14 RACK AND PINION 
                    
Rack and pinion is used to convert a rotary motion to translating 
motion or vice versa (either the pinion drives the rack or the rack 
drives the pinion). Fig. 4.14.1 
shows a rack in mesh with a pinion. The rack and pinion is used in 
consolidating the lap in scutcher of conventional blow rooms (rack 
drives the pinion) and to drive the bobbin carriage of roving machines 
(pinion drives the rack). Rack can be imagined as a spur gear having an 
infinitely large diameter. Therefore the rack has an infinite number of 
teeth and a base circle which is infinite distance from the pitch point.
 With infinite diameter of base circle, the involute outline of teeth on
 rack becomes straight lines.  
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Click on Image to run the animation  
 
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 Animation 4.14.1 Operation of rack and pinion 
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 Fig. 4.14.1 Rack and pinion  
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                    | The tooth profile of pinion is involute. The base pitch of the rack is measured along the pressure line. The base pitch (Pb) is related to the circular pitch (pc) of pinion as | 
                   
                    
Pb=pccosø .................................................................................(4.11)  
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|  4.15 FORCE ANALYSIS IN SPUR GEAR  | 
      
       
                  
                    | Power is transmitted, when a tooth of input gear exerts a force (Fn) along the pressure line on the tooth of output gear (Fig. 4.15.1).  | 
                   
                    
                        
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 Fig 4.15.1 Force acting on a spur gear tooth and its components  
 
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The force  (Fn) is resolved into two components, tangential,  (Ft), and radial component, (Fr) which are related to the pressure angle as  
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 Torque and power transmission  
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                    | The torque (Mt) in N-mm and power in kW transmitted by gear are:  | 
                   
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Where n is the rotational speed of gear in rpm; and r is the radius of pitch circle in mm respectively.  
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 Force analysis in a spur gear train  
 
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The 
tangential component of force acting on a driver gear is a reaction 
force from the driven gear. It acts opposite to the direction of 
rotation of driver. The tangential component of force acting on the 
driven gear is the force applied by the driving gear. It acts along the 
direction of rotation of the driven gear. In a spur gear train shown in Fig. 4.15.2,
 the gear A drives the gear B which in turn drives the gear C. The idler
 gear ‘B’ is a driven gear while receiving power from the driver ‘A’ and
 it acts as a driver while transmitting the power to the gear ‘C’. The 
angle between the input and output gears is 90º.  
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 Fig. 4.15.2 Spur gear train with an idler or carrier gear  
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For this spur gear train, free-body diagram of forces acting on all the gears are shown in Fig. 4.15.3.  
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 Fig. 4.15.3 Free body diagram of forces in a spun gear train  
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If the idler is placed at the bottom, then the reaction force still act
 upwards but it will be weaker, since the components of reaction force 
would be Ft - Fr. This would give Rb = 0.515 F t; whereas W =1.93 Ft. So, it is preferable to place the idler gear over the input and output gears.  
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In
 the case of input and output gear revolving in clockwise directions, 
both the reaction force and weight of idler would act downward. Again 
the preferred location of idler is on the top side, if the idler is to 
be mounted on moveable arm and not on a rigidly mounted shaft.  
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                         4.16 FACE WIDTH OF GEAR  
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The
 dimension of face width of gear is an important aspect in the design of
 gears. If the face width is too large, there is a possibility of 
concentration of load at one end of the gear tooth. This is due to 
number of factors such as misalignment of shafts carrying the meshing 
gears and the elastic deformation of shafts.  
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When the face width is too small, the gear has poor capacity to absorb 
the shock loads and vibrations. Further, teeth wear at a faster rate. In
 practice, the optimum range of the face width is in between 8 and 10 
modules.  
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                          4.17 LUBRICATION OF GEARS   
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Gears
 must be properly lubricated for satisfactory performance and durability
 of gears. They are lubricated by grease or mineral oils or extreme 
pressure lubricants. Grease is used only for the applications involving 
very low speed and intermittent operations.  
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For
 medium speed applications, splash lubrication is preferred; where the 
gears are enclosed in a box and dipped in a bath of mineral oil. For 
heavy-duty application, extreme pressure lubricants are used. They are 
mineral oils having some additives to improve the performance of the 
oil.  
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5.1 HELICAL GEARS  
                    
In helical gears, the two meshing gears may be mounted on parallel or 
intersecting shafts. The teeth on helical gear are cut at an angle 
(helix angle) to the gear axis as shown in Fig. 5.1.1.
 The helix angle usually ranges between 15º and 20º. Helical gears are 
classified into: ‘Parallel helical gears’, ‘Crossed helical gears’ and 
‘Herringbone or Honeycomb gears’. All the helical gears generate thrust 
loads on the shafts because of inclined teeth; hence, these must be 
taken care while designing the machines.  
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 Fig. 5.1.1 Pair of helical gears  
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Since the helix (or teeth) can slope either in upward or downward 
direction, the term ‘right hand’ and ‘left-hand’ helical gears are used 
to distinguish them. When a helical gear is viewed in a plane parallel 
to the axis of gear and if the right side of the teeth is nearer to the 
observer, then it is a right hand gear. The rule is similar to determine
 whether a screw is right or left-handed. In the above figure, a ‘right 
hand’ gear at the top is meshing with a ‘left hand’ gear at the bottom.  
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                     5.2 PARALLEL HELICAL GEARS   
                    
                        
                          
In 
parallel helical gears or straight-helical gears, the meshing gears are 
mounted on parallel shafts. The hands of the meshing gears are opposite.
 For example, a left hand gear drives a right hand gear, or vice versa. 
The helix angle of the meshing gears must be same. The shape of the 
tooth is an invoute helicoid. The initial contact of spur gear teeth is a
 line extending all the way across the face width of the tooth. The 
effect is a sudden application of load on the tooth, which, in turn 
leads to impact and more noise when employing the spur gears for 
high-speed applications. In helical gears, the initial contact is a 
point on the leading edge of the tooth that gradually extends along the 
diagonal line across the tooth. Parallel helical gears are used for high
 speed and high power transmission compared to spur gears. Their 
precision and power transmission efficiencies are good, but lower in 
comparison to spur gears.  
 
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This gradual engagement of teeth in helical gears transfer load 
smoothly, thus they have the ability to transfer heavy loads at high 
speeds compared with spur gears. In addition, helical gears have more 
teeth in contact compared with spur gears. Due to these factors, helical
 gears run more smoothly and quietly at high speeds and under severe 
conditions. Because the nature of contact between helical gears, the 
contact ratio is of only minor importance and it is the contact area, 
which is proportional to the face width of the gear becomes important.  
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The 
parallel helical gears are used for the applications involving high 
speeds, large power transmission, or where noise control is important. A
 helical gear is smaller in size compared to spur gear, for the same 
number of teeth, speed reduction ratio, power transmission and speed.  
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                       5.3 GEOMETRY OF HELICAL GEARS   
                    
Spur gears have the diametral- and circular- pitches. Helical gear geometry requires additional pitches. Figure 5.3.1 shows a portion of the top view of a helical rack. The angle  Ψ is the helix angle. The transverse circular pitch (pt) or circular pitch is measured on a plane normal to the shaft axis (A-A plane). The normal circular pitch pn
 is the distance between corresponding points of adjacent teeth, 
measured on a plane perpendicular to the helix (B-B plane). The axial 
pitch (pa) is the distance between corresponding 
points of adjacent teeth, measured on a plane parallel to the shaft 
axis. For smooth transfer of load, the face width of helical gear (w) is usually made at least 20% longer than the axial pitch (pa).  
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 Fig 5.3.1 Top view of helical rack  
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Two pressure angles are associated with helical gears; one is measured 
in the transverse plane (A-A plane) and the other in the normal plane 
(B-B plane). Fig. 5.3 shows the tooth profile in the normal and transverse plane.  
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 Fig. 5.3.2 Tooth profiles of helical gear in the normal and transverse planes  
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                        5.4 FORCE ANALYSIS IN HELICAL GEARS  
                    | The resultant force Fn acting on the tooth of a helical gear (
                        Fig 5.4.1 ) can be resolved into three components viz.  | 
                   
                    
                      
                         Ft = tangential component (N)  
 Fr = radial component (N)  
 Fa= axial component or thrust load (N)  | 
                       
 
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 Fig. 5.4.1 Forces acting on a tooth of helical gear  
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                         5.5 THRUST LOADS IN PARALLEL HELICAL GEARS  
                    
A
 disadvantage associated with the helical gears is the inclined or 
diagonal contact that results in thrust load (axial load) in addition to
 the usual tangential and radial loads. Figure 5.5.1 illustrates the direction of thrust loads on the shafts of meshing parallel helical gears.  
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 Fig. 5.5.1 Thrust loads on shafts with parallel helical gears  
(Vertical
 arrows show the directions of rotation of gears, and the horizontal 
ones represent the directions of thrust loads acting on shafts) 
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The direction in which the thrust loads acts 
on the shaft is determined by applying the right or left-hand rule to 
the driver. For a left hand driver, if the fingers of left hand are 
pointed in the direction of rotation of driver, the thumb points in the 
direction of the thrust load acting on the shaft of driver. The 
direction of thrust load acting on the shaft of driven gear would be in 
the opposite direction to that of the driver. Similarly, for the right 
hand driver, right hand must be used. The thrust load pushes the shaft 
laterally. This damages the bearings carrying the shaft, if the bearings
 are not designed to support the axial load. Thus, bearings are required
 that that can support thrust load and the usual radial load (Refer the 
module on bearings). In a helical gear train, the resultant thrust load 
acting on an idler gear shaft is zero.  
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The usual range of helix angle is about 15º to 30° . Since the thrust 
load varies directly with the magnitude of tangent of helix angle (refer the equation 4.10),
 there must be an upper limit on the helix angle in order to avoid 
excessive thrust loads. A lower limit is also essential to ensure smooth
 transfer of load.  
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                          5.6 CROSSED HELICAL GEARS  
                    
The crossed helical gears are used to transmit power between 
non-parallel, non-intersecting shafts. They are also called ‘spiral 
gears’. If two helical gears are to operate as crossed helical gears, 
they must have the same normal pitch and normal pressure angle. The 
meshing crossed helical gears do not require having the same helix 
angle, nor do they require opposite hand. In most crossed gear 
applications, the meshing gears have the same hand.  
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The
 crossed helical gears have point contact. Over a period of time, the 
contact tends to be line contact; the contact still remains poor. They 
have poor precision compared to other gears and require good 
lubrication. For this reason crossed helical gears are used for 
transmission of light loads at low speeds. They also have limited speed 
reduction capacity. The angle between the shafts of meshing crossed 
helical gears (S) is related to helix angles of the mating gears ( y1 ,  y2 ) as expressed below:  
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Based on the required angle between the shafts on the machine, the hand 
and helix angles of the meshing crossed helical gears are selected. Two 
such examples are discussed in the subsequent sections.  
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                         5.7 HERRINGBONE GEARS  
                    
Herringbone
 gears are also referred as ‘honeycomb’ or ‘double helical’ gears. They 
are used to transfer large loads without thrust load on the shafts. In 
herringbone gears, half of the face of gear is cut with teeth of one 
hand; other half has teeth cut with opposite hand, as shown in Figures 5.71 and 5.7.2.
 The gears are cut with a centre space or clearance. It is clear that 
the thrust loads originating from each set of teeth cancel each other. 
In a continuous tooth herringbone gears teeth are cut up to the centre 
of gears.  
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                        | Fig. 5.7.1 Herringbone gears: Left- with centre space; Right-without centre space | 
                       
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 Fig. 5.7.2 Meshing continuous teeth herringbone gears   
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                         5.8 APPLICATIONS OF PARALLEL HELICAL GEARS  
                    
Helical
 gears are used for high-speed application with rotational speed above 
3600 rpm or with pitch line velocity above 1500 m/min and large power 
transmissions. They are used where noise control is important. Parallel 
helical gears are invariably used in drawing machines (Fig. 5.8.1)
 to drive the drafting rollers and coiler rollers as they rotate at very
 high speeds. They are also used on the back bottom drafting rollers of 
roving and ring spinning machines.  
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 Fig. 5.8.1 Parallel helical gears train on drawing machine  
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 Crossed helical gears on card  
 | 
                   
                    
The
 gear trains transmit motion from calender rollers to coiler rollers 
that deposit the sliver into the can of card. A pair of crossed helical 
gears is shown in Fig. 5.9.1. The 
two meshing gears on the left side are crossed helical gears of left 
hand. The bottom crossed helical gear (driver) is compounded to a spur 
gear mounted on the shaft of bottom calender roller. The shaft of driven
 crossed helical gear (top) is inclined to the driving shaft (bottom). 
Both the crossed helical gears are mounted on non-parallel and 
non-intersecting shafts. Since, the can (sliver container) must be 
placed near the operator (away from the calender rollers) for easy 
handling, this arrangement is required. Farther the placement of can 
from the calender rollers, larger the helix angle are required on the 
crossed helical gears.  
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                        | 
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 Fig. 5.9.1 Pair of meshing crossed helical gears on a card  
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 Crosses helical gears on roving machine  
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A
 very common use of crossed gears is the one where the angle between the
 shafts of meshing gears is 90° . For this application, the meshing 
gears must have the same hand. One such example is the drive to bobbins 
and spindles on roving machines (Fig.5.9.2).
 The bobbin shafts and flyer shafts are vertical, whereas the shafts 
driving them are horizontally placed. On both the driving shafts of 
bobbin and spindle, crossed helical gears of opposite hands are 
alternately mounted so that the gears of one hand drives the front row 
of bobbins or spindles; whereas the gears of other hand, drives the back
 row of bobbins or spindles. The meshing gears are having the same hand.
 All the right hand helical gears mounted on the driving shaft mesh with
 the right hand gears mounted on the bobbin shafts for the back row of 
bobbins. Similarly, pairs of left hand matting gears drive the front row
 of bobbins. Due to this arrangement the thrust loads originating from 
left hand and right hand gears of the driving shaft cancel each other (Fig 5.9.3). So the need for thrust bearings on the driving shaft is completely eliminated.  
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 Fig. 
5.9.2 Crossed helical gears of left hand (LH) and right hand (RH) 
alternately mounted on the driving shaft to drive the front and back 
rows of bobbins 
 | 
                       
                        | 
 | 
                       
                        
 Fig. 
5.9.3 Thrust loads originating from LH and RH crossed helical gears 
mounted on bobbin driving shaft (horizontal shaft) cancel each other  
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                                                 5.10 BEVEL GEARS  
                     | 
                   
                    
Bevel
 gears are used to transmit power between two non-parallel shafts. The 
shafts may be intersecting or non-intersecting. Bevel gears can be 
described as conical gears as they are cut on conical blanks (tapered). 
They are not interchangeable and always designed in pairs. The commonly 
used bevel gears are: straight, spiral and hypoid based on the geometry 
as given below:  
 | 
                   
                    
Table 5.10.1 Geometry of bevel gears  
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                        |  Description  | 
                        
 Type of bevel gears  
 | 
                       
                        |  Straight  | 
                         Spiral  | 
                         Hypoid  | 
                       
                        | Tooth surface  | 
                        Straight  | 
                        Curved  | 
                        Curved  | 
                       
                        | Pitch surface  | 
                        Cone  | 
                        Cone  | 
                        Hyperboloid  | 
                       
                        | Shafts  | 
                        intersecting  | 
                        intersecting  | 
                        Non-parallel &  
non-intersecting  | 
                       
 
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                                                  5.11 STRAIGHT BEVEL GEARS 
                    
The
 straight bevel gears are the simplest types of bevel gears. They are 
the important gears to transmit power between intersecting shafts. 
Straight bevel gears are shown in Fig.5.11.1.
 The teeth are cut straight, have a taper, and if extended inward, would
 intersect each other on the axis of shaft. The meshing gears have line 
contact. Hence, they are not smooth in operation; generate more 
vibrations and noise at high-speed. They produce thrust load on shaft 
bearings (Fig.5.11.2). Straight 
bevel gears are used for speed ratio 1:1. Their precision is as good as 
parallel helical gears, but higher than crossed helical gears, spiral 
bevel gears, hypoid bevel gears and worm gears.  
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                          | 
                       
                        
 Fig. 5.11.1 Straight bevel gears mounted on shafts normal to each others: Left-on loom; Right-on carding machine.  
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 Fig. 5.11.2 Thrust load on Bevel gears  
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                               5.12 SPIRAL BEVEL GEARS 
                    
These gears are mounted on shaft whose axes are intersecting. The pitch surface is conical as shown in Figures 5.12.1 and 5.12.2.
 Spiral bevel gears have curved oblique teeth (spiral), which allow 
contact to develop gradually and smoothly. They have more contact length
 and area and less power transmission efficiency compared to straight 
bevel gears. They are useful for high-speed applications and others 
requiring less noise and vibration. They are difficult to design and 
costly to manufacture, as they require specialized and sophisticated 
machinery for their manufacture. They produce more thrust load on shaft 
bearings than straight bevel gears.  
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                        | 
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 Fig. 5.12.1 Spiral bevel gears  
 
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 Fig. 5.12.2 Spiral bevel gears on roving machine to release bobbin rail  
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Their advantages compared with straight bevel gears at high speeds are: 
(a) smoothness and quietness of operation; (b) strength; and (c) 
durability due to the followings:  
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                          | 
                        
Longer contact length and larger contact ratio compared to straight bevel gears of same size.  
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                          | 
                        
Teeth engage 
gradually, the contact beginning at one end and gradually working over 
other end; whereas in the straight bevel gear the contact takes place 
along the entire face of the tooth at the same instant.  
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                                                    5.13 HYPOID BEVEL GEARS 
                     | 
                   
                    
Hypoid bevel gears (Fig.5.13.1)
 are used to connect shafts whose axes do not intersect. They are very 
similar to spiral gears. However, their pitch surfaces are hyperpoloids 
rather than cones. As a result, their pitch axes do not intersect. They 
permit certain amount of sliding action along the direction of tooth 
element, which requires good lubrication. Their power transmission 
efficiency is poor compared to other straight and spiral bevel gears. In
 general, hypoid gears are most desirable for those applications 
requiring large speed reduction ratios, nonintersecting shafts, and also
 great smoothness and quietness of operation.  
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                        | 
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 Fig. 5.13.1 Hypoid bevel gears  
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                                                    5.14 MITER AND ANGULAR BEVEL GEARS  
                     | 
                   
                    
In
 majority of bevel gear drives, the shafts of the meshing gears are 90º 
to each other. If the angles between the shafts are 90°, and the two 
gears of a pair are having the same number of teeth, then it is called 
as “Miter Gear”. A pair of spiral miter gears is shown in Fig.5.14.1.
 In some bevel-gear drives, the angles between the shafts may not be 
90°, but either more or less than 90° . These gears are called ‘Angular 
bevel gears’. A pair of angular bevel gears is shown in Fig.5.14.2.  
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                        | 
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 Fig. 5.14.1 Spiral miter gears (Meshing gears having same number of teeth and angular separation 90°)  
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                        | 
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 Fig. 5.14.2 Angular bevel gears (Angle of separation >90°)  
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|                                  5.15 APPLICATIONS OF BEVEL GEARS  | 
      
       
                  
                     | 
                   
                    | Straight bevel gears are used
 primarily for low speed application with pitch line velocities up to 
300 m/min. They are widely used in textile machines. Few of applications
 are listed below:  | 
                   
                    
-  drive to bobbin rail on roving machine 
 
-  drive between the doffer and feed roller on low speed carding machines 
 
-  drive from calender roller to coiler rollers, top coiler to bottom coiler plates in card, comber and drawing machine 
 
-  drive between calender roll and lap stop mechanism-lever in lap former of conventional blow room 
 
 
 
 | 
                   
                    
Spiral bevel gears find application in sewing 
machines. In hand releasing mechanisms, spiral bevel gears are used 
since the hand movement is jerky. Hypoid gears are almost universally 
used for automotive applications. The use of hypoid gears in automobiles
 permits lowering of the drive shaft and is thus advantageous in the 
design of cars with low bodies. The miter gears are used in high speed 
carding machine to drive the web doffing from a motor, and drive to 
coiler from an outer shaft. Miter gears find applications to coil 
slivers into cans.  
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 5.16 WORM GEARS  
                    
Worm gears are used to transmit power between two nonintersecting 
shafts, which are right angles to each other. Crossed helical gears are 
also used for applications involving nonparallel, non intersecting 
shafts; but they are limited in their load transmission capacity. Worm 
gear drives are used for large speed reduction ratio of 100:1 or more in
 a single stage. This large amount of speed reduction is not possible 
with any other gears in a single stage. They are very compact compared 
to other gears. Worm gear drives consists of a worm and a worm gear or 
wheel which is a helical gear Fig.5.16.1.
 The worm is similar to a screw. The threads of the worm have an 
involute helicoid profile. The pair of teeth on meshing worm and worm 
gear must have the same hand. The teeth on the worm wheel envelop the 
threads on the worm giving either a line or an area of contact between 
meshing parts.  
 | 
                   
                    
                        
                            | 
                         
                          
 Fig. 5.16.1 Worm and worm gear on loom  
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One
 of the advantages associated with the use of worm gears is that the 
tooth engagement occurs without shock prevalent in other gear types. The
 meshing of teeth occurs with a sliding action resulting in very quiet 
operation. The sliding friction may produce overheating, which must be 
dissipated to the surroundings by lubrication. The power transmission 
efficiency of worm gears is lower compared to spur gears, parallel 
helical gears, and bevel gears; but higher than that of crossed helical 
gears. Worm and worm gears produce thrust load on shaft bearings. The 
power transmission capacity is low and limited to 100kW.  
 | 
                         
                          
Worm 
gears are very compact compared to other gears for the same speed 
reduction. Provision can be made for self-locking operation, where the 
motion is transmitted only from the worm to the worm wheel. This is 
advantageous in lifting devices. The worm wheel in general made from 
phosphor-bronze alloy, which is costly. The worm is usually made of 
hardened alloy steel. The worm is usually cut on a lath, whereas the 
gear is hobbed. All the worm gears must be carefully mounted to ensure 
proper operation.  
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 5.17 
                                TERMINOLOGY OF WORM GEARS   
                    
                        
                          
A pair of worm gears is designated by four quantities in the order: number of start on worm (z1), numbers of teeth on worm wheel (z2), diametral quotient of the worm (q) and module in mm (m) as, z1/z2/q/m. A simplified diagram of the worm and worm wheel is shown in Fig.5.17.1. The diametral quotient (q) and module (m) are related as,  
 | 
                         
                          
q = d1/m .....................................................................(5.15)  
 | 
                         
                          
d2 = mz2 ....................................................................(5.16)  
 | 
                         
                          | Where, d1 and d2 are the pitch circle diameter of the worm and worm wheel respectively.  | 
                         
                          
                            
                              | 
 | 
                             
                              
 Fig. 5.17.1 Terminology of worm gears  
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Worm gears can be classified into:
 (a) Single envelope/single start worm gear set; and (b) Double 
envelope/double start worm gear set. In the former, a single spiral 
starts from one end of worm (left) and finishes at other end (right), 
forming the threads. In the later, two spirals with phase difference of 
180° start at one end and finishes at other end, forming the threads. 
Both the set of threads maintain the phase difference all around. When 
the worm gear/wheel having z numbers of teeth is rotated through one revolution, the worm will complete z revolution for single start threads. For double start threads, the number revolutions of the worm will be z/2.
 This implies that the speed reduction with single start worm gear set 
is twice that of double start worm gear set. When the worm gear is 
having 100 teeth, the speed reduction ratios (ratio of output speed and 
input speed) are 1/100 and 1/50 respectively for the single start and 
double start worm gear sets.  
 | 
                               
                                
 Single envelop worm gear  
 | 
                               
                                
In
 a single enveloping set, the width of worm gear is cut into concave 
surface, thus partially enclosing the worm in meshing as shown in Fig.5.18.1. They are used in applications requiring a high speed reduction and low load transmission.  
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                                      | 
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 Fig. 5.18.1 Single envelope worm gear set on wrap reel  
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 Double envelop worm gear  
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In double envelope worm gear set, both the width of the helical gear and the length of the worm are cut concavely as shown in Fig.5.18.2.
 These results in both the worm and gear partially enclose each other. 
The double envelop worm set have more teeth in contact; and area contact
 rather than line contact, thus permitting greater load transmission. 
The double enveloping gears are difficult to mount compared with single 
envelope gears. They are used for higher load transmission compared with
 single start gears.  
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                                      | 
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 Fig. 5.18.2 Double envelope worm gear set on ring spinning machine  
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 5.18 CLASSIFICATION OF WORM GEARS  
                    
                        
                          
                              
                                
Worm gears can be classified into:
 (a) Single envelope/single start worm gear set; and (b) Double 
envelope/double start worm gear set. In the former, a single spiral 
starts from one end of worm (left) and finishes at other end (right), 
forming the threads. In the later, two spirals with phase difference of 
180° start at one end and finishes at other end, forming the threads. 
Both the set of threads maintain the phase difference all around. When 
the worm gear/wheel having z numbers of teeth is rotated through one revolution, the worm will complete z revolution for single start threads. For double start threads, the number revolutions of the worm will be z/2.
 This implies that the speed reduction with single start worm gear set 
is twice that of double start worm gear set. When the worm gear is 
having 100 teeth, the speed reduction ratios (ratio of output speed and 
input speed) are 1/100 and 1/50 respectively for the single start and 
double start worm gear sets.  
 | 
                               
                                
 Single envelop worm gear  
 | 
                               
                                
In
 a single enveloping set, the width of worm gear is cut into concave 
surface, thus partially enclosing the worm in meshing as shown in Fig.5.18.1. They are used in applications requiring a high speed reduction and low load transmission.  
  
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                                      | 
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 Fig. 5.18.1 Single envelope worm gear set on wrap reel  
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 Double envelop worm gear  
 | 
                               
                                
In double envelope worm gear set, both the width of the helical gear and the length of the worm are cut concavely as shown in Fig.5.18.2.
 These results in both the worm and gear partially enclose each other. 
The double envelop worm set have more teeth in contact; and area contact
 rather than line contact, thus permitting greater load transmission. 
The double enveloping gears are difficult to mount compared with single 
envelope gears. They are used for higher load transmission compared with
 single start gears.  
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                                      | 
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 Fig. 5.18.2 Double envelope worm gear set on ring spinning machine  
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 Fig. 5.18.2 Double envelope worm gear set on ring spinning machine  
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5.19 APPLICATIONS OF WORM GEARS  
                    
 
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Worm gears find applications in almost all textile machines. Few applications are listed below:  
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                          | 
                        
Drive between cylinder and flat  
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Drive to builder mechanism in ring spinning machine  
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Drive to pedal roller of scutcher from top cone pulley to feed roller  
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Drive to bottom calender roller of scutcher from lap stop lever.  
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Drive to cams  
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6.1 GEAR TRAIN   
                     | 
                   
                    
In
 machines, rotary motion is transmitted from one shaft to other. A set 
of gears are employed to transmit motion from main shaft of machine to 
various revolving elements. A combination of gears employed to transmit 
motion from one shaft to other(s) is called ‘Gear train’. (Fig 6.1.1
) 
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 Fig. 6.1.1 Spur gear train on the head stock of roving machine 
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Gear trains are classified into the following: 
                            | 
                          
Simple gear trains.  
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                            | 
                          
Compound gear trains.  
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                            | 
                          
Reverted gear trains.  
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                            | 
                          
Epicyclic (or planetary) gear trains  
 |  
 
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6.3 SIMPLE GEAR TRAIN  
                    | Simple gear trains are shown in 
                    Fig. 6.3.1. Each shaft is mounted with one gear.  | 
                   
                    
                        
                            | 
                         
                          
 Fig. 6.3.1 Simple train of gears  
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 6.4 COMPOUND GEAR TRAIN  
                    
In compound gear trains (Fig.6.4.1),
 at least one pair of gears is rigidly mounted on a same shaft, thus 
that pair has the same numbers of revolution. They are widely used in 
textile machines such as drafting and twisting gearing and head stock 
gearing.  
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                          | 
                       
                        
 Fig. 6.4.1 Compound train of gears  
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                    | The gear transmission ratio of the compound train shown in figure 5.3 is  | 
                   
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 6.5 REVERTED GEAR TRAIN  
                    
In a reverted gear train, the first and the last gears have the same axis of rotation (Fig.6.5.1).
 If these two gears are mounted on the same shaft, one of them must be 
loosely mounted. They find applications in epicyclic gear trains. They 
are also used in clocks and machine tools.  
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                          | 
                       
                        
 Fig. 6.5.1 Reverted gear trains  
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 6.6 EPICYCLIC/ PLANETARY GEAR TRAIN  
                    
Epicyclic
 gear train is the one in which the axes of some of the gears have 
motion. The said gear(s) would be revolving about external axis or axes.
 Whereas in other gear trains, the axes of all the gears do not have 
motion, only the gears rotate on their axes. Planetary gear trains are 
often employed to make more compact gear reducer (large speed reduction 
in a small volume) compared to other gear trains. Multiple kinematic 
combinations (multiple inputs) are possible with planetary gear trains. 
Since few gears are revolving around, the bearings are subjected to high
 loads; requiring constant lubrication. Hence, planetary gears are 
placed in box with lubricants, sometimes in a sealed box inaccessible to
 maintenance crew. Their design and manufacturing is complex and require
 a very high degree of balance.  
 | 
                   
                    
An epicyclic gear train with one degree of freedom is shown in Fig.6.6.1.
 The sun gear A is grounded. In other words, it is held stationary. The 
arm/lever is pivoted on the axis of gear A and on its other end it 
carries a planetary gear B. The gear B is meshing with the sun gear A. 
As the arm rotates, the planetary gear B revolves around the periphery 
of the gear A and also rotates on its axis since it is meshing with the 
sun gear A. The gear B is the output gear. Since the sun gear is 
grounded, the gear B gets its input only from the rotation of arm. This 
is called ‘one degree of freedom’.  
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                            | 
                         
                          
 Fig. 6.6.1 Epicyclic gear trains: One degree of freedom  
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 6.7 VELOCITY RATIO OF EPICYCLIC GEAR TRAIN  
                    
The velocity ratio of an epicyclic gear train is determined by the following methods: (a) Tabulation method; (b) Formula method; and (c) Instant centre method or tangential velocity method. The tabular and formula methods are discussed below.  
 
 | 
                   
                    
                      
                        
 Tabulation method 
 | 
                       
                        
This 
method determines motion of every element in the gear train. This 
procedure is based on a kinematic inversion, where two easily 
describable parts of the total motion are analyzed separately, then 
added together:  
 | 
                       
                        
                          
                            | (1)  | 
                            Motion of all components rigidly fixed to the rotating arm;  | 
                           
                            | (2)  | 
                            Motion of all the components relative to the arm.  | 
                           
 
 | 
                       
                        | The superposition of the two components is carried out by the following steps:  | 
                       
                        
                          
                            a) 
  | 
                            
In the
 first step, motion with arm is determined. The gears which are grounded
 are disconnected from the ground. All the gears are fixed rigidly to 
the rotating arm. The arm is rotated with the rigidly attached gears by a
 number of revolutions proportional to the angular velocity of the arm. 
If the angular speed of arm is not known, then, rotate the arm by ‘+y’ 
revolutions (+ve rotation corresponds to counterclockwise direction; and
 –ve rotation corresponds to clockwise direction). In doing so, all the 
gears will get +y revolutions.  
 | 
                           
                            | b) | 
                            
In the second 
step, motion of every gear relative to the arm is determined when the 
arm is held stationary. In this step, the gears are unlocked from the 
arm, and the sun gear is rotated +x revolution (i.e. counterclockwise), 
holding the arm stationary. Then, the number of revolutions and signs of
 rotations of other elements/gears are noted.  
 | 
                           
                            | c) | 
                            
In the third and 
final step, the total number of revolution of each element is found by 
algebraically adding its numbers of rotations. This is the sum of 
revolution from step 1 and step 2. The basic equations for speeds of all
 the elements are obtained in this step. Then these equations are solved
 by putting the boundary conditions.  
 | 
                           
 
 | 
                       
                        
With reference to the Fig 6.6.1, the tabulation of speeds and signs of rotation of all the elements are given in Table 6.7.1.  
 | 
                       
                        
 Table 6.7.1 Tabulation method to determine speeds of elements of gear train  
 | 
                       
                          | 
                       
                        
 Formula method  
 | 
                       
                        | This method is useful for preliminary design of gear train as it is rapid. Referring to Fig.6.6.1
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