Gear pitch circle

A gear pitch circle is an imaginary circle used to represent the motion or reference geometry of a gear. A useful distinction is between the gear reference circle, specified for an individual gear, and the operating pitch circle, determined for a meshing pair. The terminology entry in KHK Gear Nomenclature calls the latter the intermeshing pitch circle and also uses the name working pitch circle.^[ref]

For an external pair with fixed axes and constant gear ratio, imagine two operating pitch circles in contact and rolling without slipping. If their radii are $r_1,r_2$ and their axis separation is $a$, their geometry and signed angular velocities obeyThe last equality follows by matching the gear ratio to tooth counts $N_1,N_2$. It is an ideal kinematic construction: the imaginary circles themselves are not physical rims carrying the contact force.

For standard unshifted straight-tooth gears at their standard axis separation, the gear reference circles coincide with the operating pitch circles. The gear module $m$ specifies reference diameter $d=mN$. With $m=2\mathrm{mm}$ and tooth counts 20 and 40, the reference diameters are $40\mathrm{mm}$ and $80\mathrm{mm}$, giving reference radii $20\mathrm{mm}$ and $40\mathrm{mm}$ and standard separation $60\mathrm{mm}$. The reference diameters differ from the larger tooth-tip diameters. If a compatible pair is operated at another axis separation, its gear reference circles remain properties of the individual gears, while its operating pitch circles must fit the new separation and the same tooth-count ratio. This is why an unspecified “pitch diameter” should not silently mix reference geometry with operating geometry.^[ref]

The operating pitch circles of two meshing gears are the imaginary circles that reproduce their motion by rolling without slipping. They are properties of the working pair and its mounting, whereas a gear reference circle specifies one gear's nominal geometry. Working pitch circle and intermeshing pitch circle are alternative names.^[ref]

Consider an external pair of spur gears on fixed parallel axes, with axis separation $a$ and tooth counts $N_1,N_2$. Their operating radii $r_{w1},r_{w2}$ must satisfy both contact geometry and the tooth-count gear ratio:Solving givesThus the operating radii scale with the actual separation, while the gear ratio stays fixed by tooth counts. These are kinematic equations, conditional on the teeth actually maintaining compatible contact.

For an original example, choose gear module $m=2\mathrm{mm}$ and tooth counts 20 and 40. Reference radii are $20\mathrm{mm}$ and $40\mathrm{mm}$; their standard separation is $60\mathrm{mm}$. If a compatible mounting uses $a=61\mathrm{mm}$ instead, operating radii become $20.333\dots \mathrm{mm}$ and $40.666\dots \mathrm{mm}$. At input angular velocity $30rad/s$ the output has $-15rad/s$, and both operating tangential speed magnitudes are $0.61m/s$. Using the reference radii in that speed calculation would incorrectly give $0.60m/s$.

For tooth flanks formed as involutes, the fixed gear base circles permit constant-ratio motion over a range of separations. If their radii are $r_{b1},r_{b2}$, the common-normal geometry giveswhere ${\alpha }_w$ is the operating pressure angle. Increasing separation therefore increases that angle, while leaving each gear reference circle and gear base circle unchanged. This geometric possibility does not guarantee adequate tooth contact, clearance or strength at an arbitrary separation: the physical tooth extents and mounting must still be checked.^[ref]

The operating pressure angle ${\alpha }_w$ is the gear pressure angle of an actual meshing pair at its mounted axis separation. For external spur gears with involute profiles, it is the angle between the gear line of action and the common tangent to the operating pitch circles. Changing the separation changes this angle even though the individual gear base circles remain fixed.^[ref]

Let the two base radii be $r_{b1},r_{b2}$ and the mounted axis separation be $a$. The right-triangle geometry of the gear line of action givesIf $a_0=r_1+r_2$ is the reference separation and both reference gear pressure angles equal $\alpha$, then $r_{bi}=r_i\cos \alpha$, henceThe gear reference circles and gear ratio remain unchanged by this mounting adjustment; the operating pitch circles expand or contract to fit $a$.

For example, reference radii $20\mathrm{mm}$ and $40\mathrm{mm}$ with $\alpha =20{}^{\circ }$ give $a_0=60\mathrm{mm}$. Mounting a compatible pair at $a=61\mathrm{mm}$ givesAt an imposed gear tangential force $100\mathrm{N}$, the associated gear separating force is about $41.30\mathrm{N}$, compared with $36.40\mathrm{N}$ at the reference angle. Holding torque instead of tangential load would additionally require using the changed operating radius.

The angle formula is only a geometric condition. Usable tooth flanks must still reach the contact region and maintain an adequate gear contact ratio; excessive separation can destroy useful contact. Likewise, the existence of a real inverse cosine does not establish that a proposed mounting has suitable backlash or mechanical strength.^[ref]

A gear reference circle is the imaginary circle used to specify an individual gear's tooth geometry. For a spur gear, its diameter $d$ is defined by gear module $m$ and tooth count $N$ through $d=mN$. It supplies a common datum for tooth spacing and other dimensions, whether or not that gear is currently meshing with another one. The operating pitch circle, in contrast, describes the mounted pair's motion.^[ref]

For a 30-tooth spur gear with gear module $2\mathrm{mm}$, the reference diameter is $60\mathrm{mm}$. Thus successive teeth repeat at an angular interval of $2\pi /30$ and a gear circular pitch of $2\pi \mathrm{mm}$ on that circle. In the standard full-depth, unshifted geometry specified by KHK, the tooth-tip diameter is $d_a=d+2m$, giving $64\mathrm{mm}$ in this example. Measuring the outside diameter and calling it the reference diameter would therefore produce the wrong gear module.^[ref]

The gear base circle is another distinct geometric datum. For a tooth profile constructed as the involute of a circle, the gear base circle generates the curved tooth flank, whereas the gear reference circle fixes its nominal sizing. Their diameters obey $d_b=d\cos \alpha$, with reference gear pressure angle $\alpha$. With $d=60\mathrm{mm}$ and $\alpha =20{}^{\circ }$, the base diameter is approximately $56.382\mathrm{mm}$. These three diameters—base, reference and tip—answer different questions about the same physical gear.^[ref]

A gear base circle is the fixed circle from which an involute tooth flank is generated. Imagining a taut string unwinding from that circle, the free end traces the involute. It is a geometric construction for the tooth shape, distinct from the gear reference circle used for sizing and the operating pitch circle describing a particular meshing pair.^[ref]

For base radius $r_b$ and unwinding parameter $u\ge 0$, one orientation of the involute isSquaring and adding gives $r=\sqrt{x^2+y^2}=r_b\sqrt{1+u^2}$. The local pressure-angle relation $\tan \alpha =u$ therefore gives $r_b=r\cos \alpha$. At the gear reference circle, this becomesFor reference diameter $d=60\mathrm{mm}$ and reference gear pressure angle $20{}^{\circ }$, the base diameter is $56.382\mathrm{mm}$, approximately. A change in mounting separation does not change this base diameter or the cut tooth profile; it changes which operating geometry describes the mesh.

In a compatible external pair, a common tangent to the two gear base circles is the gear line of action. Their fixed geometry gives $r_{b1}+r_{b2}=a\cos {\alpha }_w$, explaining why the operating pressure angle changes when $a$ changes. Repeating a tooth profile every $2\pi /N$ also gives gear base pitch $p_b=\pi d_b/N$ along the base circumference. Finally, an ideal involute generated this way lies on or outside its gear base circle; a real tooth's lower connecting portion can have a different shape. The gear base circle is not a physical boundary of the gear material.