A gear contact-set consistency check verifies that a proposed solution satisfies force balance and the unilateral contact conditions used to define a gear mesh active-contact set. Solving an equation for selected contacts is insufficient if an omitted tooth should be loaded or an included tooth would require tension.
For the model , choose a trial active set and solve
The check then requires positive for included pairs and for excluded pairs. Recomputing every contact with the unilateral law gives the force residual
A consistent exact solution has together with the inclusion inequalities.
An original example has stiffnesses and gaps . At , a trial set containing only the first two pairs gives . It balances those selected forces but exceeds the third gap by . The omitted contact would carry , giving . Including all three gives the consistent approach .
Conversely, including all three at applied load gives the un-clipped solution and a third force . Rejecting that tensile contact and solving with the first two gives and forces .
Numerical tolerances should keep their units and roles clear. A displacement tolerance near a gear tooth engagement threshold is not the same quantity as a force-residual tolerance. At an exact zero-force touch, either a geometric-touch flag or the positive-force active convention may be useful, but the reported convention must be stated. The one-sided gear mesh tangent stiffness can differ across that boundary.
Primary dynamic gear analysis couples tooth stiffness and calculated loads as contact position changes.[ref] The scalar check above validates internal consistency of its quasistatic model; it does not establish that the model includes every deformation or dynamic effect in a real mesh.
The gear mesh tangent stiffness is the local derivative of total mesh force with respect to a specified relative approach, with contact position and other state variables held fixed:
It predicts a sufficiently small incremental force . Unlike a reference-based secant stiffness , it describes the local response rather than the whole loading interval.
For away from any gear tooth engagement threshold,
Only members of the gear mesh active-contact set contribute. With , and gaps and , the gear mesh tangent stiffness is before the second contact and after it. At approach , an additional gives more force within the same branch.
The ideal transition at has distinct left and right derivatives. A centered finite difference with any sufficiently small positive gives
where numerical displacements are expressed in micrometres. The value is the mean of the two branch slopes; it does not establish a unique derivative at the corner, even as shrinks.
The measured displacement channel also matters. If a contact stiffness is in series with support stiffness , their mechanical compliances add, giving
A measurement spanning the whole assembly would therefore not isolate the contact stiffness.
For a perturbation experiment, report the mean load, mesh position, displacement endpoints and whether the increment crosses a contact transition. A primary NASA analysis used a coupled tooth-stiffness/dynamic-load calculation; the derivative above explains a local quasistatic limit, rather than replacing that dynamical model.[ref]
A gear tooth engagement threshold is the relative approach or total load at which a previously separated tooth pair starts carrying compressive contact force in a stated model. Geometric overlap from the gear contact ratio does not guarantee that every potentially overlapping pair already carries load. Gaps, errors and deformation affect the gear mesh active-contact set.
For an original unilateral linear-spring model, write
with , common approach and initial gap . Pair begins to carry load as rises above . The corresponding total-load threshold is
This threshold includes the forces already carried by earlier contacts. It is not generally obtained by multiplying pair 's own stiffness by its gap.
Take , , and . The second pair begins at total load . At , approach is and the second pair remains unloaded. At ,
gives , forces and , and gear tooth load fractions and .
At the ideal threshold itself, the new contact contributes zero force but changes the one-sided gear mesh tangent stiffness. The force is continuous while its slope can jump. Finite contact geometry and nonlinear local Hertzian contact can smooth or alter this elementary linear-spring picture.
A controlled quasistatic test can increase total mesh load at approximately fixed contact position while measuring relative displacement and individual tooth-root strain. A change in response slope suggests a contact transition, but support motion and measurement resolution must be considered before assigning it uniquely to a tooth pair. Primary dynamic gear analysis couples tooth stiffness and calculated loads as contact position changes, underscoring that engagement cannot be inferred from tooth count alone.[ref]