Floating-pinion centering stiffness describes the local restoring-force response of the mounting to displacement along a specified balancing coordinate. If mounting reaction is , a convenient positive restoring convention is
For , has force-per-length units. A rotational coordinate would require a torque-per-angle stiffness instead; the coordinate and displacement endpoints must be stated before comparing values.
In an original symmetric model of a floating pinion, two compressed mesh reactions obey
With support reaction , equilibrium gives
The rigid-centering imbalance is , so
Both reactions must remain nonnegative for this two-contact model to apply.
For , and , choose . Displacement is and reactions are and . Raising to reduces displacement to but gives forces and . Stronger centering keeps the location closer to its reference while preserving more of the original imbalance.
Dynamic response is another question. With an effective mass and viscous coefficient , the same linearized floating-pinion balancing mode obeys
Its undamped natural frequency is in angular-frequency units. A favorable static split does not by itself establish favorable dynamic behavior, and the toy mode does not include every shaft or housing motion.
A stiffness measurement should separate mounting reaction from the mesh reactions or report the combined assembly stiffness explicitly. The primary 2002 face-gear program used a cantilevered mounting to permit pinion balancing and examined a constrained comparison; it did not establish one universal centering stiffness for all transmissions.[ref]
The floating-pinion compression margin is the amount of relative approach remaining before the less compressed contact reaches zero compression in a stated two-contact model. It turns the assumptions of a floating-pinion balancing mode into a quantitative admissibility check.
For and , let equilibrium position be and define
A positive means both contacts are compressed at equilibrium. If with , then guarantees compression throughout the bounded motion. For a steady single sinusoid and fixed , this is the exact full-cycle condition; a general transient envelope supplies only a sufficient bound.
An original nominal example has and , giving . A displacement amplitude passes that nominal check, leaving of minimum compression for the sinusoidal model.
A floating-pinion robust contact margin includes bounded parameter uncertainty. If and , a conservative lower margin is
For and , . The same amplitude is no longer guaranteed admissible, although failure of the bound does not prove contact loss. Amplitude leaves at least under these independent interval bounds.
In the symmetric static model, gives
for positive mesh stiffness and nonnegative floating-pinion centering stiffness . Mounting freedom can change the margin, but it also changes dynamics; maximizing this one scalar is not a complete gearbox design rule.
A floating-pinion contact-loss check must recompute the contact model once a force reaches zero. The historical face-gear tests provide evidence about mounting freedom and measured torque division under slow rolling, rather than a universal dynamic margin.[ref]
A floating-pinion contact-loss check tests whether the motion predicted by a floating-pinion balancing mode remains compatible with every contact assumed to be compressed. It prevents a two-contact linear solution from being extrapolated into tensile tooth forces.
For the symmetric model
with , mismatch , displacement and fixed mean approach , both contacts are compressed only when
At equality one modeled force is zero. Outside the interval the linear expression makes one force negative; the unilateral model must replace that value by zero and the force-balance equations must be solved again.
Write and define the floating-pinion compression margin
If the motion satisfies , then is sufficient to retain both contacts. For a steady single sinusoid of amplitude and fixed , the maximum of over a complete cycle is , making the condition exact for that stipulated motion.
An original example uses , and . The margin is . A sinusoidal amplitude retains a minimum compression ; with , the smallest contact force is . Amplitude instead makes the unconstrained formula reach , revealing a contact-loss inconsistency rather than a physical tensile contact.
For a damped transient, an amplitude envelope is a sufficient bound but need not be attained at the phase where contact is least compressed. Failure of that sufficient envelope test therefore calls for examining the actual trajectory; it is not automatically proof that a real contact opened.
A controlled dynamic test can compare displacement with load-sensitive observations and check whether the assumed contact set persists. The historical face-gear program examined mounting freedom and torque division under slow rolling; it did not validate every possible dynamic contact assumption.[ref]