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Physics 3
Mathematics / Geometry 4
Hydraulics 6
Electrical Engineering 7
Materials 8
Lubricating Oils 9
Shaft Couplings 11
Vibrations 12
Bibliography 13
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Contents
Section 1 Page
Technical Drawings
Surface Texture 5+6
Geometrical Tolerancing 7 ï 21
Sheet Sizes, Title Block, Non-standard Formats 22
Type Sizes, Lines, Lettering Example 23
Section 2
Standardization
ISO Metric Screw Threads (Coarse Pitch Threads) 25
ISO Metric Screw Threads (Coarse and Fine Pitch Threads) 26
Cylindrical Shaft Ends 27
ISO Tolerance Zones, Allowances, Fit Tolerances 28 + 29
Parallel Keys and Taper Keys, Centre Holes 30
Section 3
Physics
Internationally Determined Prefixes 32
Basic SI Units 32
Derived SI Units 33
Legal Units Outside the SI 33
Physical Quantities and Units of Lengths and Their Powers 34
Physical Quantities and Units of Time 35
Physical Quantities and Units of Mechanics 35 ï 37
Physical Quantities and Units of Thermodynamics and Heat Transfer 37 + 38
Physical Quantities and Units of Electrical Engineering 38
Physical Quantities and Units of Lighting Engineering 39
Different Measuring Units of Temperature 39
Measures of Length and Square Measures 40
Cubic Measures and Weights 41
Energy, Work, Quantity of Heat 41
Power, Energy Flow, Heat Flow 42
Pressure and Tension 42
Velocity 42
Equations for Linear Motion and Rotary Motion 43
Section 4
Mathematics / Geometry
Calculation of Areas 45
Calculation of Volumes 46
Section 5
Mechanics / Strength of Materials
Axial Section Moduli and Axial Second Moments of Area
(Moments of Inertia) of Different Profiles 48
Deflections in Beams 49
Values for Circular Sections 50
Stresses on Structural Members and Fatigue Strength of Structures 51
Siemens MD · 2009 1
Contents
Section 6 Page
Hydraulics
Hydrostatics 53
Hydrodynamics 54
Section 7
Electrical Engineering
Basic Formulae 56
Speed, Power Rating and Efficiency of Electric Motors 57
Types of Construction and Mounting Arrangements of Rotating Electrical Machinery 58
Types of Protection for Electrical Equipment (Protection Against Contact and Foreign Bodies) 59
Types of Protection for Electrical Equipment (Protection Against Water) 60
Section 8
Materials
Conversion of Fatigue Strength Values of Miscellaneous Materials 62
Mechanical Properties of Quenched and Tempered Steels 63
Fatigue Strength Diagrams of Quenched and Tempered Steels 64
General-Purpose Structural Steels 65
Fatigue Strength Diagrams of General-Purpose Structural Steels 66
Case Hardening Steels 67
Fatigue Strength Diagrams of Case Hardening Steels 68
Cold Rolled Steel Strips 69
Cast Steels for General Engineering Purposes 69
Round Steel Wire for Springs 70
Lamellar Graphite Cast Iron 71
Nodular Graphite Cast Iron 71
Copper-Tin- and Copper-Zinc-Tin Casting Alloys 72
Copper-Aluminium Casting Alloys 72
Aluminium Casting Alloys 73
Lead and Tin Casting Alloys for Babbit Sleeve Bearings 74
Conversion of Hardness Values 75
Values of Solids and Liquids 76
Coefficient of Linear Expansion 77
Iron-Carbon Diagram 77
Pitting and Tooth Root Fatigue Strength Values of Steels 77
Heat Treatment During Case Hardening of Case Hardening Steels 78
Section 9
Lubricating Oils
Viscosity-Temperature-Diagram for Mineral Oils 80
Viscosity-Temperature-Diagram for Synthetic Oils of Poly-D-Olefine Base 81
Viscosity-Temperature-Diagram for Synthetic Oils of Polyglycole Base 82
Kinematic Viscosity and Dynamic Viscosity 83
Viscosity Table for Mineral Oils 84
2 Siemens MD · 2009
Contents
Section 10 Page
Cylindrical Gear Units
Symbols and Units 86 + 87
General Introduction 88
Geometry of Involute Gears 88 ï 89
Load Carrying Capacity of Involute Gears 99 ï 107
Gear Unit Types 107 ï 110
Noise Emitted by Gear Units 111 ï 114
Section 11
Shaft Couplings
General Fundamental Principles 116
Torsionally Rigid Couplings, Flexible Pin Couplings 117
Flexible Claw Couplings
Highly Flexible Ring Couplings, Highly Flexible Rubber Tyre Couplings 118
Highly Flexible Rubber Disk Couplings, Flexible Pin and Bush Couplings
All-steel Couplings, Torque Limiters 119
High-speed Couplings, Composite Couplings
Miniature Couplings, Gear Couplings 120
Universal Gear Couplings, Multiple Disk Clutches
Fluid Couplings, Overrunning Clutches, Torque Limiters 121
Couplings for Pump Drives 122
Coupling Systems for Railway Vehicles 123
Coupling Systems for Wind Power Stations 124
Section 12
Vibrations
Symbols and Units 126
General Fundamental Principles 127 ï 129
Solution Proposal for Simple Torsional Vibrators 129 + 130
Solution of the Differential Equation of Motion 130 + 131
Formulae for the Calculation of Vibrations 131
Terms, Symbols and Units 132
Formulae for the Calculation of Vibrations 133 ï 135
Evaluation of Vibrations 135 + 136
Section 13
Bibliography of Sections 10, 11, and 12 138 + 139
Siemens MD · 2009 3
Table of Contents Section 1
1
Technical Drawings Page
Surface Texture
Geometrical Tolerancing
General 7
Tolerance Frame 7
Additional Symbols 8
Toleranced Features 9
Tolerance Zones 9
Sizes of Type 23
Lettering Example 23
4 Siemens MD · 2009
Technical Drawings
Surface Texture
1
1. Method of indicating surface texture on drawings acc. to DIN EN ISO 1302
preserved
Material removal by machining is required (with additional indi-
cation).
non-porous
Material removal is prohibited (with additional indication).
1
Geometrical ideal profile
Base profile
Roughness reference length l
Figure 1
le = Sampling length
lm = Evaluation length
lt = Traversed length
z1-z5 = Single irregularities
An exact conversion of the peak-to-valley height 2.3 Maximum roughness height Rmax
Rz into the centre line average height Ra and The maximum roughness height Rmax in !m
vice versa can neither be theoretically justified acc. to DIN 4768 is the largest of the single irre-
nor empirically proved. For surfaces which are gularities Z1 occurring over the evaluation length
generated by manufacturing methods of the lm (see figure 2). Rmax is applied only in cases
group “metal cutting”, a diagram for the conver- where the largest single irregularity (“runaway”) is
sion from Ra into Rz and vice versa is shown to be recorded for reasons important for function.
in supplement 1 to DIN 4768, based on compar- 2.4 Roughness grade numbers N
ison measurements. The Ra values assigned In Germany, it is not allowed to use roughness
to the Rz values are subject to scattering (see grade numbers (N grades), since they are given
table). in inches.
3. Centre line average height Ra and roughness grade numbers in relation to the mean
peak-to-valley height Rz
Surface rough- Pm 50 25 12.5 6.3 3.2 1.6 0.8 0.4 0.2 0.1 0.05 0.025
ness value
Ra Pin 2000 1000 500 250 125 63 32 16 8 4 2 1
Surface rough- from 160 80 40 25 12.5 6.3 3.15 1.6 0.8 0.4 0.25 0.1
ness value
Rz in Pm to 250 160 100 63 31.5 20 12.5 6.3 4 2.5 1.6 0.8
6 Siemens MD · 2009
Technical Drawings
Geometrical Tolerancing
1
4. General 5.4 Unless otherwise specified, the tolerance
applies to the whole length or surface of the
4.1 The particulars given are in accordance with
considered feature.
the international standard DIN ISO 1101, March
1985 edition. 5.5 The datum feature is a real feature of a part,
This standard gives the principles of symboli- which is used to establish the location of a datum.
zation and indication on technical drawings of
tolerances of form, orientation, location and 5.6 Geometrical tolerances which are assigned
runout, and establishes the appropriate geo- to features referred to a datum do not limit the
metrical definition. The term “geometrical tole- form deviations of the datum feature itself. The
rances” is used in this standard as generic term form of a datum feature shall be sufficiently accu-
for these tolerances. rate for its purpose and it may therefore be
necessary to specify tolerances of form for the
4.2 Relationship between tolerances of size, datum features (see table on page 8).
form and position
According to current standards there are two 5.7 Tolerance frame
possibilities of making indications on technical The tolerance requirements are shown in a
drawings in accordance with: rectangular frame which is divided into two or
more compartments. These compartments con-
a) the principle of independence according to tain, from top to bottom, in the following order
DIN ISO 8015 where tolerances of size, form and (see figures 3, 4 and 5):
position must be adhered to independent of each
other, i.e. there is no direct relation between ï the symbol for the characteristic to be toler-
them. In this case reference must be made on the anced;
drawing to DIN ISO 8015. ï the tolerance value in the unit used for linear
b) the envelope requirements according to DIN dimensions. This value is preceded by the
7167, according to which the tolerances of size symbol if the tolerance zone is circular
and form are in direct relation with each other, i.e. or cylindrical; or by the symbol “S” if the
that the size tolerances limit the form tolerances. tolerance zone is spherical;
ï if appropriate, the capital letter or letters iden-
5. Application; general explanations tifying the datum feature or features (see fig-
ures 4, 5 and 6).
5.1 Geometrical tolerances shall be specified
on drawings only if they are imperative for the
functioning and/or economical manufacture of Figure 3
the respective workpiece. Otherwise, the gene-
ral tolerances according to DIN ISO 2768 apply.
Figure 4
5.2 Indicating geometrical tolerances does not
necessarily imply the use of any particular meth-
od of production, measurement or gauging.
Figure 5
5.3 A geometrical tolerance applied to a feature
defines the tolerance zone within which the
feature (surface, axis, or median plane) is to Figure 6
be contained. According to the characteristic
to be toleranced and the manner in which it is
dimensioned, the tolerance zone is one of the Remarks referred to the tolerance, for example
following: “6 holes”, “4 surfaces”, or “6 x” shall be written
above the frame (see figures 7 and 8).
ï the area within a circle; If it is necessary to specify more than one tol-
ï the area between two concentric circles; erance characteristic for a feature, the tolerance
ï the area between two equidistant lines or two specifications are given in tolerance frames
parallel straight lines; one under the other (see figure 9).
ï the space within a cylinder;
6 holes 6x
ï the space between two coaxial cylinders;
ï the space between two parallel planes; Figure 7 Figure 8
ï the space within a parallelepiped or a sphere.
The toleranced feature may be of any form or
orientation within this tolerance zone, unless a Figure 9
more restrictive indication is given.
Siemens MD · 2009 7
Technical Drawings
Geometrical Tolerancing
1
Table 1: Kinds of tolerances; symbols; included tolerances
Tolerances Toleranced characteristics Symbols Included tolerances
Straightness ï
Flatness Straightness
Form tolerances Circularity (Roundness) ï
Straightness, Parallelism,
Cylindricity
Circularity
Profile any line ï
Profile
tolerances
Profile any surface ï
Parallelism Flatness
Orientation
tolerances Perpendicularity Flatness
Angularity Flatness
Tolerances of position
Position ï
Concentricity (for centre
Location points), Coaxiality ï
tolerances (for axes)
Straightness, Flatness,
Symmetry
Parallelism
Circularity, Coaxiality,
Circular runout
Concentricity
Runout
tolerances Concentricity, Coaxiality,
Total runout Flatness, Parallelism,
Perpendicularity
8 Siemens MD · 2009
Technical Drawings
Geometrical Tolerancing
1
5.8 Toleranced features 5.9 Tolerance zones
The tolerance frame is connected to the toler- The tolerance zone is the zone within which
anced feature by a leader line terminating with an all the points of a geometric feature (point, line,
arrow in the following way: surface, median plane) must lie. The width of
ï on the outline of the feature or an extension the tolerance zone is in the direction of the
of the outline (but clearly separated from arrow of the leader line joining the tolerance
the dimension line) when the tolerance re- frame to the feature which is toleranced, unless
fers to the line or surface itself (see figures the tolerance value is preceded by the symbol
10 and 11). (see figures 16 and 17).
Figure 10 Figure 11
Figure 16 Figure 17
ï as an extension of a dimension line when
the tolerance refers to the axis or median
plane defined by the feature so dimensioned Where a common tolerance zone is applied
(see figures 12 to 14). to several separate features, the requirement
is indicated by the words “common zone” above
the tolerance frame (see figure 18).
Common zone
Figure 12
Figure 13
Figure 18
Figure 14
Note:
Whether a tolerance should be applied to the
contour of a cylindrical or symmetrical feature or
to its axis or median plane, depends on the func- Figure 19 a Figure 19 b
tional requirements.
Siemens MD · 2009 9
Technical Drawings
Geometrical Tolerancing
1
The datum triangle with the datum letter is A single datum is identified by a capital letter (see
placed: figure 26).
ï on the outline of the feature or an extension of A common datum formed by two datum features
the outline (but clearly separated from the di- is identified by two datum letters separated by a
mension line), when the datum feature is the hyphen (see figures 27 and 29).
line or surface itself (see figure 20). In a datum system (see also 5.10.2) the se-
quence of two or more datum features is impor-
tant. The datum letters are to be placed in differ-
ent compartments, where the sequence from left
to right shows the order of priority, and the datum
letter placed first should refer to the directional
datum feature (see figures 28, 30 and 31).
Figure 20
Figure 29
Figure 23
10 Siemens MD · 2009
Technical Drawings
Geometrical Tolerancing
1
Datum system formed by one plane and one per- larity tolerance specified within the tolerance
pendicular axis of a cylinder: frame (see figures 32 and 33).
Datum “A” is the plane formed by the plane con-
tact surface. Datum “B” is the axis of the largest
inscribed cylinder, the axis being at right angles
with datum “A” (see figure 31).
Figure 31 Figure 32
Figure 34
Figure 35
Figure 36
Siemens MD · 2009 11
Technical Drawings
Geometrical Tolerancing
1
Symbol Definition of the tolerance zone Indication and interpretation
The tolerance zone is limited by a parallel- The axis of the bar shall be contained within
epiped of section t1 · t2 if the tolerance is a parallelepipedic zone of width 0.1 in the
specified in two directions perpendicular vertical and 0.2 in the horizontal direction.
to each other.
Figure 37 Figure 38
The tolerance zone is limited by a cylinder The axis of the cylinder to which the toler-
of diameter t if the tolerance value is ance frame is connected shall be contained
preceded by the symbol . in a cylindrical zone of diameter 0.08.
Figure 39 Figure 40
Figure 41 Figure 42
Figure 43
Figure 44
Figure 45
12 Siemens MD · 2009
Technical Drawings
Geometrical Tolerancing
1
Symbol Definition of the tolerance zone Indication and interpretation
5.12.4 Cylindricity tolerance
The tolerance zone is limited by two The considered surface area shall be
coaxial cylinders a distance t apart. contained between two coaxial cylinders
0.1 apart.
Figure 46 Figure 47
Figure 49 Figure 50
Figure 48
The toleranced axis shall be contained
between two straight lines 0.1 apart, which
are parallel to the datum axis A and lie in the
horizontal direction.
Figure 51 Figure 52
The tolerance zone is limited by a parallel- The toleranced axis shall be contained in a
epiped of section t1 · t2 and parallel to the parallelepipedic tolerance zone having a
datum line if the tolerance is specified in width of 0.2 in the horizontal and 0.1 in the
two planes perpendicular to each other. vertical direction and which is parallel to the
datum axis A (see figures 54 and 55).
Siemens MD · 2009 13
Technical Drawings
Geometrical Tolerancing
1
Symbol Definition of the tolerance zone Indication and interpretation
Parallelism tolerance of a line with reference to a datum line
The tolerance zone is limited by a cylinder The toleranced axis shall be contained in a
of diameter t parallel to the datum line if cylindrical zone of diameter 0.03 parallel to
the tolerance value is preceded by the the datum axis A (datum line).
symbol .
Figure 56 Figure 57
Parallelism tolerance of a line with reference to a datum surface
The tolerance zone is limited by two paral- The toleranced axis of the hole shall be con-
lel planes a distance t apart and parallel to tained between two planes 0.01 apart and
the datum surface. parallel to the datum surface B.
Figure 58 Figure 59
Parallelism tolerance of a surface with reference to a datum line
The tolerance zone is limited by two paral- The toleranced surface shall be contained
lel planes a distance t apart and parallel between two planes 0.1 apart and parallel to
to the datum line. the datum axis C of the hole.
Figure 60 Figure 61
Parallelism tolerance of a surface with reference to a datum surface
The tolerance zone is limited by two paral- The toleranced surface shall be contained
lel planes a distance t apart and parallel between two parallel planes 0.01 apart and
to the datum surface. parallel to the datum surface D (figure 63).
Figure 63 Figure 64
Figure 62
All the points of the toleranced surface in a
length of 100, placed anywhere on this
surface, shall be contained between two
parallel planes 0.01 apart and parallel to the
datum surface A (figure 64).
14 Siemens MD · 2009
Technical Drawings
Geometrical Tolerancing
1
Symbol Definition of the tolerance zone Indication and interpretation
5.12.6 Perpendicularity tolerance
Perpendicularity tolerance of a line with reference to a datum line
The tolerance zone when projected in a The toleranced axis of the inclined hole shall
plane is limited by two parallel straight be contained between two parallel planes
lines a distance t apart and perpendicular 0.06 apart and perpendicular to the axis of
to the datum line. the horizontal hole A (datum line).
Figure 65 Figure 66
Figure 67 Figure 68
The tolerance zone is limited by a parallel- The toleranced axis of the cylinder shall be
epiped of section t1 · t2 and perpendicular contained in a parallelepipedic tolerance
to the datum surface if the tolerance is zone of 0.1 · 0.2 which is perpendicular to the
specified in two directions perpendicular datum surface.
to each other.
Figure 69 Figure 70
The tolerance zone is limited by a cylinder The toleranced axis of the cylinder to which
of diameter t perpendicular to the datum the tolerance frame is connected shall be
surface if the tolerance value is preceded contained in a cylindrical zone of diameter
by the symbol . 0.01 perpendicular to the datum surface A.
Figure 71 Figure 72
Siemens MD · 2009 15
Technical Drawings
Geometrical Tolerancing
1
Symbol Definition of the tolerance zone Indication and interpretation
Perpendicularity tolerance of a surface with reference to a datum line
The tolerance zone is limited by two The toleranced face of the workpiece shall
parallel planes a distance t apart and be contained between two parallel planes
perpendicular to the datum line. 0.08 apart and perpendicular to the axis A
(datum line).
Figure 73 Figure 74
Perpendicularity tolerance of a surface with reference to a datum surface
The tolerance zone is limited by two The toleranced surface shall be contained
parallel planes a distance t apart and between two parallel planes 0.08 apart and
perpendicular to the datum surface. perpendicular to the horizontal datum sur-
face A.
Figure 75 Figure 76
Figure 77 Figure 78
Angularity tolerance of a surface with reference to a datum surface
The tolerance zone is limited by two paral- The toleranced surface shall be contained
lel planes a distance t apart and inclined between two parallel planes 0.08 apart which
at the specified angle to the datum are inclined at 40q to the datum surface A.
surface.
Figure 79 Figure 80
16 Siemens MD · 2009
Technical Drawings
Geometrical Tolerancing
1
Symbol Definition of the tolerance zone Indication and interpretation
5.12.8 Positional tolerance
Positional tolerance of a line
The tolerance zone when projected in a Each of the toleranced lines shall be con-
plane is limited by two parallel straight tained between two parallel straight lines
lines a distance t apart and disposed sym- 0.05 apart which are symmetrically disposed
metrically with respect to the theoretically about the theoretically exact position of the
exact position of the considered line if the considered line, with reference to the surface
tolerance is specified only in one direc- A (datum surface).
tion.
Figure 82
Figure 83
Figure 85
Positional tolerance of a flat surface or a median plane
The tolerance zone is limited by two paral- The inclined surface shall be contained
lel planes a distance t apart and disposed between two parallel planes which are 0.05
symmetrically with respect to the theoreti- apart and which are symmetrically disposed
cally exact position of the considered sur- with respect to the theoretically exact posi-
face. tion of the considered surface with reference
to the datum surface A and the axis of the
datum cylinder B (datum line).
Figure 86 Figure 87
Siemens MD · 2009 17
Technical Drawings
Geometrical Tolerancing
1
Symbol Definition of the tolerance zone Indication and interpretation
5.12.9 Concentricity and coaxiality tolerance
Concentricity tolerance of a point
The tolerance zone is limited by a circle of The centre of the circle, to which the toler-
diameter t the centre of which coincides ance frame is connected, shall be contained
with the datum point. in a circle of diameter 0.01 concentric with
the centre of the datum circle A.
Figure 88 Figure 89
Coaxiality tolerance of an axis
The tolerance zone is limited by a cylinder The axis of the cylinder, to which the toler-
of diameter t, the axis of which coincides ance frame is connected, shall be contained
with the datum axis if the tolerance value in a cylindrical zone of diameter 0.08 coaxial
is preceded by the symbol . with the datum axis A - B.
Figure 90 Figure 91
5.12.10 Symmetry
Symmetry tolerance of a median plane
The tolerance zone is limited by two paral- The median plane of the slot shall be contain-
lel planes a distance t apart and disposed ed between two parallel planes, which are
symmetrically to the median plane with 0.08 apart and symmetrically disposed about
respect to the datum axis or datum plane. the median plane with respect to the datum
feature A.
Figure 92 Figure 93
Figure 94 Figure 95
18 Siemens MD · 2009
Technical Drawings
Geometrical Tolerancing
1
Symbol Definition of the tolerance zone Indication and interpretation
Symmetry tolerance of a line or an axis
The tolerance zone is limited by a parallel- The axis of the hole shall be contained in a
epiped of section t1 · t2, the axis of which parallelepipedic zone of width 0.1 in the hori-
coincides with the datum axis if the toler- zontal and 0.05 in the vertical direction and
ance is specified in two directions perpen- the axis of which coincides with the datum
dicular to each other. axis formed by the intersection of the two me-
dian planes of the datum slots A - B and C - D.
Figure 96 Figure 97
Figure 103
Figure 102
Siemens MD · 2009 19
Technical Drawings
Geometrical Tolerancing
1
Symbol Definition of the tolerance zone Indication and interpretation
Circular runout tolerance in any direction
The tolerance zone is limited within any The runout in the direction indicated by the
cone of measurement, the axis of which arrow shall not be greater than 0.1 in any
coincides with the datum axis by two cir- cone of measurement during one revolution
cles a distance t apart. Unless otherwise about the datum axis C.
specified the measuring direction is nor-
mal to the surface.
Cone of measurement
Figure 105
Figure 106
Circular runout tolerance in a specified direction
The tolerance zone is limited within any The runout in the specified direction shall not
cone of measurement of the specified be greater than 0.1 in any cone of measure-
angle, the axis of which coincides with the ment during one revolution about the datum
datum axis by two circles a distance t axis C.
apart.
Figure 107
Figure 108
Figure 109
20 Siemens MD · 2009
Technical Drawings
Geometrical Tolerancing
1
Symbol Definition of the tolerance zone Indication and interpretation
Total axial runout tolerance
The tolerance zone is limited by two par- The total axial runout shall not be greater
allel planes a distance t apart and per- than 0.1 at any point on the specified surface
pendicular to the datum axis. during several revolutions about the datum
axis D and with relative radial movement
between the measuring instrument and the
part. With relative movement the measuring
instrument or the workpiece shall be guided
along a line having the theoretically perfect
form of the contour and being in correct
position to the datum axis.
Figure 110
Figure 111
Siemens MD · 2009 21
Technical Drawings
Sheet Sizes, Title Block,
Non-standard Formats
1
Technical drawings, extract from DIN EN ISO created by CAD. This standard may also be
5457. used for other technical documents. The sheet
sizes listed below have been taken from DIN
6. Sheet sizes EN ISO 5457.
The DIN EN ISO 5457 standard applies to the
presentation of drawing forms even if they are
Table 3 Formats of trimmed and untrimmed sheets and of the drawing area
Sheet sizes Trimmed sheet Drawing area 1) Untrimmed sheet
acc. to DIN EN a1 x b1 a2 x b2 a3 x b3
ISO 5457,
A series mm mm mm
Title block
22 Siemens MD · 2009
Technical Drawings
Type Sizes, Lines
Lettering Example
1
7. Type sizes
Table 4: Type sizes for drawing formats (h = type height, b = line width)
Paper sizes
Application range for lettering A 0 and A 1 A 2, A 3 and A 4
h b h b
Type, drawing no. 10 1 7 0.7
Texts and nominal dimensions 5 0.5 3.5 0.35
Tolerances, roughness values, symbols 3.5 0.35 2.5 0.25
7.1 The type sizes as assigned to the paper also permissible. Type heights smaller by ap-
sizes in table 4 MUST be adhered to with regard prox. 20% will be accepted if this is required in
to their application range. Larger type heights are a drawing because of restricted circumstances.
8.1 Line groups 0.5 and 0.7 with the pertaining A0 is prescribed. For the A4, A3 and A2 formats,
line width according to table 5 may only be line group 0.7 may be used as well.
used. Assignment to the drawing formats A 1 and
9. Lettering example
9.1 Example for formats
A 4 to A 2
DIN 509 -
E 2.5 x 0.4
DIN 509 -
F 2.5 x 0.4
Siemens MD · 2009 23
Table of Contents Section 2
Standardization Page
24 Siemens MD · 2009
Standardization
ISO Metric Screw Threads
(Coarse Pitch Threads)
ISO metric screw threads (coarse pitch threads) following DIN 13, Part 1
Nut D1 ! d " 2 H1
d 2 ! D 2 ! d " 0.64952 P 2
d 3 ! d " 1.22687 P
H ! 0.86603 P
H 1 ! 0.54127 P
Bolt
h 3 ! 0.61343 P
R ! H ! 0.14434 P
Nut thread diameter Bolt thread diameter 6
Diameters of series 1 should be preferred to those of series 2, and these again to those of series 3.
Tensile
Nominal thread Pitch stress
Pitch Core diameter Depth of thread Round cross-
diameter diameter
section
d = D P d2 = D2 d3 D1 h3 H1 R As 1)
Series 1 Series 2 Series 3 mm mm mm mm mm mm mm mm2
3 0.5 2.675 2.387 2.459 0.307 0.271 0.072 5.03
3.5 0.6 3.110 2.764 2.850 0.368 0.325 0.087 6.78
4 0.7 3.545 3.141 3.242 0.429 0.379 0.101 8.78
4.5 0.75 4.013 3.580 3.688 0.460 0.406 0.108 11.3
5 0.8 4.480 4.019 4.134 0.491 0.433 0.115 14.2
6 1 5.350 4.773 4.917 0.613 0.541 0.144 20.1
7 1 6.350 5.773 5.917 0.613 0.541 0.144 28.9
8 1.25 7.188 6.466 6.647 0.767 0.677 0.180 36.6
9 1.25 8.188 7.466 7.647 0.767 0.677 0.180 48.1
10 1.5 9.026 8.160 8.376 0.920 0.812 0.217 58.0
11 1.5 10.026 9.160 9.376 0.920 0.812 0.217 72.3
12 1.75 10.863 9.853 10.106 1.074 0.947 0.253 84.3
14 2 12.701 11.546 11.835 1.227 1.083 0.289 115
16 2 14.701 13.546 13.835 1.227 1.083 0.289 157
18 2.5 16.376 14.933 15.294 1.534 1.353 0.361 193
20 2.5 18.376 16.933 17.294 1.534 1.353 0.361 245
22 2.5 20.376 18.933 19.294 1.534 1.353 0.361 303
24 3 22.051 20.319 20.752 1.840 1.624 0.433 353
27 3 25.051 23.319 23.752 1.840 1.624 0.433 459
30 3.5 27.727 25.706 26.211 2.147 1.894 0.505 561
33 3.5 30.727 28.706 29.211 2.147 1.894 0.505 694
36 4 33.402 31.093 31.670 2.454 2.165 0.577 817
39 4 36.402 34.093 34.670 2.454 2.165 0.577 976
42 4.5 39.077 36.479 37.129 2.760 2.436 0.650 1121
45 4.5 42.077 39.479 40.129 2.760 2.436 0.650 1306
48 5 44.752 41.866 42.587 3.067 2.706 0.722 1473
52 5 48.752 45.866 46.587 3.067 2.706 0.722 1758
56 5.5 52.428 49.252 50.046 3.374 2.977 0.794 2030
60 5.5 56.428 53.252 54.046 3.374 2.977 0.794 2362
64 6 60.103 56.639 57.505 3.681 3.248 0.866 2676
68 6 64.103 60.639 61.505 3.681 3.248 0.866 3055
2
1) The tensile stress cross-section is calculated
acc. to DIN 13 Part 28 with formula As =
S
4
! #d 2 + d3
2
$
Siemens MD · 2009 25
Standardization
ISO Metric Screw Threads
(Coarse and Fine Pitch Threads)
Selection of nominal thread diameters and pitches for coarse and fine pitch threads
from 1 mm to 68 mm diameter, following DIN ISO 261
Nominal thread
2 diameter Coarse Pitches P for fine pitch threads
d=D pitch
Series Series Series thread
4 3 2 1.5 1.25 1 0.75 0.5
1 2 3
1 0.25
1.2 0.25
1.4 0.3
1.6 0.35
1.8 0.35
2 0.4
2.2 0.45
2.5 0.45
3 0.5
3.5 0.6
4 0.7 0.5
5 0.8 0.5
6 1 0.75 0.5
8 1.25 1 0.75 0.5
10 1.5 1.25 1 0.75
12 1.75 1.5 1.25 1
14 2 1.5 1.25 1
15 1.5 1
16 2 1.5 1
17 1
18 2.5 2 1.5 1
20 2.5 2 1.5 1
22 2.5 2 1.5 1
24 3 2 1.5 1
25 1.5
26 1.5
27 3 2 1.5
28 1.5
30 3.5 2 1.5
32 1.5
33 3.5 2 1.5
35 1.5
36 4 3 2 1.5
38 1.5
39 4 3 2
40 1.5
42 4.5 3 2 1.5
45 4.5 3 2 1.5
48 5 3 2 1.5
50 1.5
52 5 3 2 1.5
55 2 1.5
56 5.5 4 3 2 1.5
58 1.5
60 5.5 4 3 2 1.5
64 6 4 3 2
65 2
68 6 4 3 2
26 Siemens MD · 2009
Standardization
Cylindrical Shaft Ends
mm mm mm mm mm mm mm mm mm mm mm mm
6 16 100 210 165 100 m6
180
7 16 110 210 165 110
Siemens MD · 2009 27
Standardization
ISO Tolerance Zones, Allowances, Fit Tolerances
Inside Dimensions (Holes)
2 + 500
Tolerance zones shown for
+ 400
nominal dimension 60 mm
+ 300
+ 200
+ 100
ï 100
ï 200
ï 300
ï 400
ï 500
above 65 ï51 ï39 ï74 ï30 ï21 ï 6 ï12 0 0 0 +10 + 30 + 60 +100 +100 +340 +550
to 80 +150 +360
above 80 +390 +600
to 100 ï24 ï10 0 0 +10 +16 +22 +35 +54 +220 +47 + 90 +159 +207 +260 +170 +380
above 100 ï59 ï45 ï87 ï35 ï25 ï 6 ï13 0 0 0 +12 + 36 + 72 +120 +120 +400 +630
to 120 +180 +410
above 120 +450 +710
to 140 +200 +460
above 140 ï28 ï12 0 0 +12 +18 +26 +40 +63 +250 +54 +106 +185 +245 +305 +460 +770
to 160 ï68 ï52 ï100 ï40 ï28 ï 7 ï14 0 0 0 +14 + 43 + 85 +145 +145 +210 +520
above 160 +480 +830
to 180 +230 +580
above 180 +530 +950
to 200 +240 +660
above 200 ï33 ï14 0 0 +13 +22 +30 +46 +72 +290 +61 +122 +215 +285 +355 +550 +1030
to 225 ï79 ï60 ï115 ï46 ï33 ï 7 ï16 0 0 0 +15 + 50 +100 +170 +170 +260 + 740
above 225 +570 +1110
to 250 +280 + 820
above 250 +620 +1240
to 280 ï36 ï14 0 0 +16 +25 +36 +52 +81 +320 +69 +137 +240 +320 +400 +300 + 920
above 280 ï88 ï66 ï130 ï52 ï36 ï 7 ï16 0 0 0 +17 + 56 +110 +190 +190 +650 +1370
to 315 +330 +1050
above 315 +720 +1560
to 355 ï41 ï16 0 0 +17 +29 +39 +57 +89 +360 +75 +151 +265 +350 +440 +360 +1200
above 355 ï98 ï73 ï140 ï57 ï40 ï 7 ï18 0 0 0 +18 + 62 +125 +210 +210 +760 +1710
to 400 +400 +1350
above 400 +840 +1900
to 450 ï 45 ï17 0 0 +18 +33 +43 +63 +97 +400 +83 +165 +290 +385 +480 +440 +1500
above 450 ï108 ï80 ï155 ï63 ï45 ï 7 ï20 0 0 0 +20 + 68 +135 +230 +230 +880 +2050
to 500 +480 +1650
ISO Series 1 H7 H8 F8 E9 D10 C11
abbrev. Series 2 P7 N7 N9 M7 K7 J6 J7 H11 G7 D9 A11
28 Siemens MD · 2009
Standardization
ISO Tolerance Zones, Allowances, Fit Tolerances
Outside Dimensions (Shafts)
+ 200
+ 100
ï 100
ï 200
ï 300
ï 400
ï 500
30 Siemens MD · 2009
Table of Contents Section 3
Physics Page
Basic SI Units 32
Measures of Length 40
Square Measures 40
Cubic Measures 41
Weights 41
Velocity 42
Siemens MD · 2009 31
Physics
Internationally Determined Prefixes
Basic SI Units
ï Prefix symbols and unit symbols are written ï When giving sizes by using prefix symbols and
without blanks and together they form the unit symbols, the prefixes should be chosen in
symbol for a new unit. An exponent on the unit such a way that the numerical values are
symbol also applies to the prefix symbol. between 0.1 and 1000.
Example: Example:
1 cm3 = 1 . (10-2m)3 = 1 . 10-6m3 12 kN instead of 1.2 . 104N
3.94 mm instead of 0.00394 m
1 Ps = 1 . 10-6s
1.401 kPa instead of 1401 Pa
106s-1 = 106Hz = 1 MHz 31 ns instead of 3.1 . 10-8s
ï Prefixes are not used with the basic SI unit kilo- ï Combinations of prefixes and the following
gram (kg) but with the unit gram (g). units are not allowed:
Example: Units of angularity: degree, minute, second
Milligram (mg), NOT microkilogram (Pkg). Units of time: minute, hour, year, day
Unit of temperature: degree Celsius
Basic SI units
Basic SI unit Basic SI unit
Physical quantity Physical quantity
Name Symbol Name Symbol
Length Metre m
Thermodynamic
Kelvin K
temperature
Mass Kilogram kg
32 Siemens MD · 2009
Physics
Derived SI Units
Legal Units Outside the SI
Force Newton N 1 N = 1 kg . m/ s2
Pressure, mechanical
Pascal Pa 1 Pa = 1 N/m2 = 1 kg / (m . s2)
stress
degrees 0 qC = 273.15 K
Celsius temperature qC
Celsius '1 qC = '1 K
Inductance Henry H 1 H = 1 V . s/ A
1) A symbol for the round angle has not been internationally determined
2) Do not use with prefixes
Siemens MD · 2009 33
Physics
Physical Quantities and Units of
Lengths and Their Powers
1 m (arc) 1m
N.: 1 rad = = = 1m/m
1 m (radius) 1m
1 rad
1 degree ! 1 o ! ! rad
180
90 o ! ! rad
2
: sr 1 m2 (spherical surface) m2
Solid angle N.: 1 sr = = 1
Z (steradian) 1 m2 (square of spherical radius) m2
34 Siemens MD · 2009
Physics
Physical Quantities and Units
of Time and of Mechanics
Angular
Z rad/s L.U.: rad/min
velocity
Angular
D rad/s2 L.U.: q/s2
acceleration
. Volume
V m3/s L.U.: l/s; l/min; dm3/s; l/h; m3/h; etc.
flow rate
N.: m’ = m/l
Mass per L.U.: mg/m; g/km
m’ kg/m
unit length In the textile industry:
Tex (tex): 1 tex = 10-6 kg/m = 1 g/km
Mass in
N.: m’’ = m/A
m’’ relation to the kg/m2
L.U.: g/mm2; g/m2; t/m2
surface
Siemens MD · 2009 35
Physics
Physical Quantities and
Units of Mechanics
m
. Rate of
kg/s L.U.: kg/h; t/h
mass flow
N L.U.: PN; mN; kN; MN; etc.; 1 N = 1 kg m/s2
F Force
(Newton) N.A.: kp (1 kp = 9.80665 N)
N.: 1 Pa = 1 N/m2
L.U.: Bar (bar): 1 bar = 100 000 Pa = 105 Pa
Pbar; mbar
N.A.: kp/cm2; at; ata; atü; mmWS; mmHg; Torr
Pa 1kp/cm2 = 1 at = 0.980665 bar
p Pressure
(Pascal) 1 atm = 101 325 Pa = 1.01325 bar
1 Torr ! 101325 Pa ! 133.322 Pa
760
1 mWS = 9806.65 Pa = 9806.65 N/m2
1 mmHg = 133.322 Pa = 133.322 N/m2
Absolute Pa
pabs
pressure (Pascal)
Ambient
Pa
pamb atmospheric
(Pascal)
pressure
Pressure
Pa
pe above pe = pabs ï pamb
(Pascal)
atmospheric
Direct stress
(tensile and L.U.: N/mm2
V N/m2
compressive 1 N/mm2 = 106 N/m2 = 1 MPa
stress)
Shearing
W N/m2 L.U.: N/mm2
stress
N.: 'l / l
H Extension m/m
L.U.: Pm/m; cm/m; mm/m
36 Siemens MD · 2009
Physics
Physical Quantities and Units of Mechanics,
Thermodynamics and Heat Transfer
W, A Work N.: 1 J = 1 Nm = 1 Ws
L.U.: mJ; kJ; MJ; GJ; TJ; kWh
J
1 kWh = 3.6 MJ
(Joule)
E, W Energy N.A.: kpm; cal; kcal 3
1 cal = 4.1868 J; 860 kcal = 1 kWh
N.: 1 Pa . s = 1 Ns/m2
Dynamic
K Pa . s L.U.: dPa . s; mPa . s
viscosity
N.A.: Poise (P): 1 P = 0.1 Pa . s
Heat, 1 J = 1 Nm = 1 Ws
Q Quantity of J L.U.: mJ; kJ; MJ; GJ; TJ
heat N.A.: cal; kcal
O
a=
! . cp
Temperature O > W / (m . K) @ = thermal conductivity
a m2/s
conductivity ! > kg/ m3 @ = density of the body
cp > J / (kg . K) @ = specific heat capacity
at constant pressure
Siemens MD · 2009 37
Physics
Physical Quantities and Units of Thermodynamics,
Heat Transfer and Electrical Engineering
1 J / (K . kg) = W . s / (kg . K)
Specific J / (K . kg)
c N.: Heat capacity referred to mass
heat capacity
N.A.: cal / (g . grd); kcal / (kg . grd); etc.
Coefficient of m / (m . K) = K-1
Dl linear thermal K-1 N.: Temperature unit/length unit ratio
expansion L.U.: Pm / (m . K); cm / (m . K); mm / (m . K)
1 V = 1 W / A = 1 J / (s . A)
Electric V
U = 1 A . : = 1 N . m / (s . A)
voltage (Volt)
L.U.: PV; mV; kV; MV; etc.
1 : = 1 V / A = 1 W / A2
Electric :
R 1 J / (s . A2) = 1 N . m / (s . A2)
resistance (Ohm)
L.U.: P:; m:; k:; etc.
1 F = 1 C/V = 1 A . s/V
Electric F = 1 A2 . s / W = 1 A2 . s2 / J
C
capacitance (Farad) = 1 A2 . s2 / (N . m)
L.U.: pF; PF; etc.
38 Siemens MD · 2009
Physics
Physical Quantities and Units of Lighting Engineering,
Different Measuring Units of Temperature
Temperature
comparison
of qF with qC
Siemens MD · 2009 39
Physics
Measures of Length
and Square Measures
Measures of length
Inch Foot Yard Naut
Unit Stat mile mm m km
in ft yd mile
`
1 internat. nautical mile = 1852 m = 1 arc
1 German nautical mile (sm) minute at the degree of 1 astronomical unit (mean distance of the earth from
longitude (1q at the the sun) = 1.496 . 108 km
1 mille marin (French)
meridian = 111.121 km) Typographical unit of measure: 1 point (p) = 0.376 mm
Other measures of length of the Imperial system Other measures of length of the metric system
1 micro-in = 10-6 in = 0.0254 Pm France:
1 mil = 1 thou = 0.001 in = 0.0254 mm 1 toise = 1.949 m 1 myriametre = 10 000 m
1 line = 0.1 in = 2.54 mm Russia:
1 fathom = 2 yd = 1.829 m 1 werschok = 44.45 mm 1 saschen = 2.1336 m
1 engineer’s chain = 100 eng link = 100 ft = 30.48 m 1 arschin = 0.7112 m 1 werst = 1.0668 km
1 rod = 1 perch = 1 pole = 25 surv link = 5.029 m Japan:
1 surveyor’s chain = 100 surv link = 20.12 m 1 shaku = 0.3030 m
1 furlong = 1000 surv link = 201.2 m 1 ken = 1.818 m
1 stat league = 3 stat miles = 4.828 km 1 ri = 3.927 km
Square measures
sq sq sq sq
Unit cm2 dm2 m2 a ha km2
in ft yd mile
Other square measures of the Imperial system Other square measures of the metric
system
1 sq mil = 1 . 10-6 sq in = 0.0006452 mm2
1 sq line = 0.01 sq in = 6.452 mm2 Russia:
1 sq surveyor’s link = 0.04047 m2 1 kwadr. archin = 0.5058 m2
1 sq rod = 1 sq perch = 1 sq pole = 625 sq surv link = 25.29 m2 1 kwadr. saschen = 4.5522 m2
1 sq chain = 16 sq rod = 4.047 a 1 dessjatine = 1.0925 ha
1 acre = 4 rood = 40.47 a 1 kwadr. werst = 1.138 km2
1 township (US) = 36 sq miles = 3.24 km2 Japan:
!
1 circular in ! sq in ! 5.067cm 2 (circular area with 1 in dia.) 1 tsubo = 3.306 m2
4 1 se = 0.9917a
!
1 circular mil ! sq mil ! 0.0005067mm 2 1 ho-ri = 15.42 km2
4
(circular area with 1 mil dia.)
40 Siemens MD · 2009
Physics
Cubic Measures and Weights;
Energy, Work, Quantity of Heat
Cubic measures
cu cu US liquid US Imp dm3
Unit Imp quart cm3 m3
in ft quart gallon gallon (l)
1 cu in = 1 ï 0.01732 ï 0.01442 ï 16.39 0.01639 ï
1 cu ft = 1728 1 29.92 7.481 24.92 6.229 ï 28.32 0.02832
1 cu yd = 46656 27 807.9 202 672.8 168.2 ï 764.6 0.7646
1 US liquid quart = 57.75 0.03342 1 0.25 0.8326 0.2082 946.4 0.9464 ï
1 US gallon = 231 0.1337 4 1 3.331 0.8326 3785 3.785 ï
1 Imp quart
1 Imp gallon
=
=
69.36
277.4
0.04014
0.1605
1.201
4.804
0.3002
1.201
1
4
0.25
1
1136
4546
1.136
4.546
ï
ï
3
1 cm3 0.06102 ï ï ï ï ï 1 0.001 106
=
1 dm3 (l) 61.02 0.03531 1.057 0.2642 0.88 0.22 1000 1 0.001
=
1 m3 61023 35.31 1057 264.2 880 220 106 1000 1
1 US minim = 0.0616 cm3 (USA) 1 Imp minim = 0.0592 cm3 (GB)
1 US fl dram = 60 minims = 3.696 cm3 1 Imp fl drachm = 60 minims = 3.552 cm3
1 US fl oz = 8 fl drams = 0.02957 l 1 Imp fl oz = 8 fl drachm = 0.02841 l
1 US gill = 4 fl oz = 0.1183 l 1 Imp gill = 5 fl oz = 0.142 l
1 US liquid pint = 4 gills = 0.4732 l 1 Imp pint = 4 gills = 0.5682 l
1 US liquid quart = 2 liquid pints = 0.9464 l 1 Imp quart = 2 pints = 1.1365 l
1 US gallon = 4 liquid quarts = 3.785 l
1 lmp gallon = 4 quarts = 4.5461 l
1 US dry pint = 0.5506 l
1 US dry quart = 2 dry pints = 1.101 l 1 lmp pottle = 2 quarts = 2.273 l
1 US peck = 8 dry quarts = 8.811 l 1 Imp peck = 4 pottles = 9.092 l
1 US bushel = 4 pecks = 35.24 l 1 Imp bushel = 4 pecks = 36.37 l
1 US liquid barrel = 31.5 gallons = 119.2 l 1 Imp quarter = 8 bushels = 64 gallons = 290.94 l
1 US barrel = 42 gallons = 158.8 l (for crude oil)
1 US cord = 128 cu ft = 3.625 m3
Weights
short short long
Unit dram oz lb long cwt g kg t
cwt ton ton
1 dram = 1 0.0625 0.003906 ï ï ï ï 1.772 0.00177 ï
1 oz (ounce) = 16 1 0.0625 ï ï ï ï 28.35 0.02835 ï
1 lb (pound) = 256 16 1 0.01 0.008929 ï ï 453.6 0.4536 ï
1 short cwt (US) = 25600 1600 100 1 0.8929 0.05 0.04464 45359 45.36 0.04536
1 long cwt (GB/US) = 28672 1792 112 1.12 1 0.056 0.05 50802 50.8 0.0508
1 short ton (US) = ï 32000 2000 20 17.87 1 0.8929 ï 907.2 0.9072
1 long ton (GB/US) = ï 35840 2240 22.4 20 1.12 1 ï 1016 1.016
1g = 0.5643 0.03527 0.002205 ï ï ï ï 1 0.001 10-6
1kg = 564.3 35.27 2.205 0.02205 0.01968 ï ï 1000 1 0.001
1t = ï 35270 2205 22.05 19.68 1.102 0.9842 106 1000 1
Siemens MD · 2009 41
Physics
Power, Energy Flow, Heat Flow,
Pressure and Tension, Velocity
1 kp/m2 = 1mm
= 98.07 ï ï 1 0.1 0.0001 ï ï ï 0.2048 ï ï ï
WS at 4 qC
1 p/cm2 = 980.7 0.9807 ï 10 1 0.001 ï 0.7356 ï 2.048 0.0142 ï ï
1 kp/cm2 = 1 at
(technical = ï 980.7 0.9807 10000 1000 1 0.01 735.6 0.9678 2048 14.22 ï ï
atmosphere)
1 kp/mm2 = ï 98067 98.07 106 105 100 1 73556 96.78 ï 1422 0.635 0.7112
1 Torr = 1 mm
= 1333 1.333 0.00133 13.6 1.36 0.00136 ï 1 ï 2.785 0.01934 ï ï
QS at 0 qC
1 atm
(pressure of the = ï 1013 1.013 10332 1033 1.033 ï 760 1 2116 14,7 ï ï
atmosphere)
Velocity
Unit m/s m/min km/h ft/min mile/h
m/s = 1 60 3.6 196.72 2.237
m/min = 0.0167 1 0.06 3.279 0.0373
km/h = 0.278 16.67 1 54.645 0.622
ft/min = 0.0051 0.305 0.0183 1 0.0114
mile/h = 0.447 26.82 1.609 87.92 1
42 Siemens MD · 2009
Physics
Equations for Linear Motion
and Rotary Motion
Siemens MD · 2009 43
Table of Contents Section 4
Calculation of Areas 45
Calculation of Volumes 46
44 Siemens MD · 2009
Mathematics / Geometry
Calculation of Areas
A = area U = circumference
Square Polygon
A = a2
A ! A1 $ A2 $ A3
a ! "A
a . h1 + b . h2 + b . h3
=
d ! a "2 2
d ! "a 2 $ b 2 % 0.16 # r 2 4
Parallelogram Circle
d2 . S
A = = r2 . S
A!a#h 4
A % 0.785 # d 2
a =
h
U!2#r#! ! d#!
! (d $ b) b # !
a+b
m = Dïd
2 b =
2
Equilateral triangle
A!
a2 "
3
Circular segment
A =
r2
2
) D! . S
180!
ï sin D *
4
! 1 ' r (b & s) $ sh (
2
"
a s ! 2 r sin
d ! "3 2
2 D s D
h = r (1 ï cos ) = tan
2 2 4
D! . S
Hexagon D^ =
3 . a2 . 3 180!
A =
2 b ! r # "^
d!2#a Ellipse D.d.S
A = = a.b.S
4
s ! "3 # a D+d .
U | S
2
Octagon
A ! 2a 2 ("2 $ 1) '
U ! ! (a $ b) 1 $
aïb 2 aïb 4
d!a "4 $ 2 " 2 1
4
) *
a+b
+
1
) *
64 a + b
s ! a ("2 $ 1) +
1
256 a + b
) *
a ï b 6 .....
]
Siemens MD · 2009 45
Mathematics / Geometry
Calculation of Volumes
V =
A.h $
! ! h2 r ( h
3
%
3 M!2"r"!"h
!
! (s 2 # 4h 2)
4
Cylinder d2 . S
Cylindrical ring
V = h D . S2 . d 2
4 V =
4
M!2"r"!"h
O ! D " d " !2
O ! 2 " r " ! " (r # h)
h.S h.S
V = (D2 ï d2) V = (2 D2 + d2)
4 12
Cone r2 . S . h Prismatoid
V =
3
M!r"!"m
V ! h (A 1 # A 2 # 4A)
O ! r " ! " (r # m) 6
2
m! h2 # $ d2 %
46 Siemens MD · 2009
Table of Contents Section 5
Deflections in Beams 49
Siemens MD · 2009 47
Mechanics / Strength of Materials
Axial Section Moduli and Axial
Second Moments of Area
(Moments of Inertia) of Different Profiles
Cross-sectional area Section modulus Second moment of area
5 3
W1 ! R ! 0.625 R 3
8 5 &
"1 ! "2 ! 3 R 4 ! 0.5413 R 4
16
W 2 ! 0.5413 R 3
5
6b2 + 6bb1 + b21
W1 = h2
12 (3b + 2b1) 6b2 + 6bb1 + b21
,1 = h3
1 3b + 2b1 36 (2b + b1)
for e = h
3 2b + b1
S D4 ï d4 !
W1 = W2 = "1 ! "2 ! (D 4 $ d 4)
32 D 64
or in case of thin wall thickness s:
W 1 ! W 2 ! "" (r % s"2) # !sr 2 " 1 ! " 2 ! !sr 3 '1 % (s"2r) 2( # !sr 3
! 3
W 1 ! " 1"a 1 "1 ! (a b $ a32 b2)
4 1 1
or in case of thin wall thickness s:
s ! a 1 $ a 2 ! b 1 $ b 2 ! 2 (a $ a 2) ! 2 (b $ b2)
! ! 2
W1 # a (a % 3b) s "1 # a (a % 3b) s
4 4
with e = r 1 ï+ 4
3S
,
= 0.5756 r ) *
,1 = S /8 ï 8 / (9 S) r4 = 0.1098 r4
48 Siemens MD · 2009
Mechanics / Strength of Materials
Deflections in Beams
f, fmax, fm, w, w1, w2 Deflection (mm) D, D1, D2, DA, DB Angles (q)
a, b, l, x1, x1max, x2 Lengths (mm) F, FA, FB Forces (N)
E Modulus of elasticity (N/mm2) , Second moment of area (mm4)
q, q0 Line load (N/mm) (moment of inertia)
w (x) =
Fl3
3E,
( 1ï
3
2
.
x
l
+
1
2
%&' x 3
l
f=
Fl3
3E,
tan D =
Fl2
2E,
FB = F
w (x) =
ql4
8E,
( 1ï
4
3
.
x
l
+
1
3
%&' x 4
l
f=
ql4
8E,
tan D =
ql3
6E,
FB = q . l
w (x) =
120E,
q0l4
( 4ï5 .
x
l
+ %&' x 5
l
f=
q0l4
30E,
tan D =
q0l3
24E,
q0 . l
FB =
2
w (x) =
Fl3 . x
( 1ï
4
%&' x 2
xd
l
f=
Fl3
tan D =
Fl2 5
16E, l 3 l 2 48E, 16E,
F
FA = FB =
2
w1 (x1) =
Fl3 . a
6E, l
%& )
b 2 x1
l l
l x2
1+ ï 1
b ab
* x1 d a f=
Fl3
3E,
%&%&
a 2 b 2
l l
tan D1 =
f
2a
1+
l
b
% &
w2 (x2) =
Fl3 . b
6E, l
%& )
a 2 x2
l l
l
1+ ï
x22
a ab
x2 d b fmax = f
l+b
3b
* l+b
3a
tan D2 =
f
2b
1+
l
a
% &
x1max ! a $(l " b)#3a for a > b b a
FA = F FB = F
change a and b for a < b l l
w (x) =
Fl3 . x a
2E, l l
1ï
a
l
ï( % & %&'
1 x 2
3 l
f=
Fl3 a 2
2E, l
1ï %&% 4.a
3 l
& tan D1 =
Fl2 . a
2E, l
1ï % &
a
l
x = d a l/2
w (x) =
Fl3 . a x
2E, l l
1ï
x
l
ï( % & % &'
1 a 2
3 l
fm =
Fl3 . a
8E, l
1ï
4
3
( % &' a 2
l
tan D2 =
Fl2 . a
2E, l
% &
1ï2
a
l
a d x d l/2
FA = FB = F
w1 (x1) =
Fl3
2E,
( % & % & %&%
1 x1 3 a
3 l
ï
l
1+
a x1
l l
+
a 2
l
2 a
1+ .
3 l
&'
x1 d a f= %&%
Fl3 a 2
2E, l
2 a
1+ .
3 l
tan D1 =&Fl2 . a
2E, l
1+
a
l
% &
w2 (x2) =
2E,
Fl3 .
a . x2
l l
1ï% &
x2
l
x2 d l fm =
Fl3 . a
8E, l
tan D2 =
Fl2 . a
2E, l
FA = FB = F
w1 (x1) =
Fl3 . a . x1
6E, l l
( % &'
1ï
x1 2
l
x1 d l f=
Fl3
3E,
%&% &
a 2
l
1+
a
l
tan DA =
Fl2 . a
6E, l
w2 (x2) =
Fl3 . x2 2a 3a . x2
6E, l l
+
l l
( ï
x2 2
l
% &' x2 d a fmax =
Fl3
9 3 E,
.
a
l
tan DB = 2 tan DA
FA = F
a
l
FB = F 1 +
a
l
% & tan D =
Fl2 . a
6E, l
2+3
a
l
% &
w (x) =
24E,
ql4 . x
l
( %& %&'
1ï2
x 2
l
+
x 3
l
0dxdl fm =
5ql4
384E,
tan D =
24E,
ql3
q.l q.l
FA = FB =
2 2
Siemens MD · 2009 49
Mechanics / Strength of Materials
Values for Circular Sections
S . d3 S . d2
Axial section modulus: Wa = Area: A =
32 4
S . d3 S . d2 . .
Polar section modulus: Wp = Mass: m = l !
16 4
Axial second moment of area S . d4 kg
,a = Density of steel: ! = 7.85
(axial moment of inertia): 64 dm3
50 Siemens MD · 2009
Mechanics / Strength of Materials
Stresses on Structural Members
and Fatigue Strength of Structures
strength
Endurance limit
Fatigue limit
Resistance to deflection VA
Fatigue strength under
alternating stresses
Reduced stress Permissible Design strength with: VD = ruling fatigue strength value of
on the member stress of the member the material
b = surface number (d 1)
!D . b0 . bd bd = size number (d 1)
!v d !perm. =
S . ßk ßk = stress concentration factor (t 1)
S = safety (1.2 ... 2)
Reduced stress Vv with:
For the frequently occurring case of com- V = single axis bending stress
bined bending and torsion, according to W = torsional stress
the distortion energy theory: D = constraint ratio according to Bach
Alternating bending, dynamic torsion: D | 0.7
! v ! %! 2 # 3 (" 0#) 2 Alternating bending, alternating torsion: D | 1.0
Static bending, alternating torsion: D | 1.6
For bending and torsion
Surface roughness
Surface number b0
Size number bd
Rt in Pm
for tension/
compression
bd = 1.0
Surfaces with
rolling skin
Siemens MD · 2009 51
Table of Contents Section 6
Hydraulics Page
Hydrostatics 53
(Source: K. Gieck, Technische Formelsammlung, 29th edition, Gieck Verlag, Heilbronn)
Hydrodynamics 54
(Source: K. Gieck, Technische Formelsammlung, 29th edition, Gieck Verlag, Heilbronn)
52 Siemens MD · 2009
Hydraulics
Hydrostatics
p1 ! p0 " g ! h1
F ! g ! y s A cos # ! g ! h s A
,x , ,xy
yD = = ys + s ; xD = m, mm
y sA ys A ysA
6
Hydrostatic force of pressure on curved surfaces
Buoyance
Siemens MD · 2009 53
Hydraulics
Hydrodynamics
v ! ! "2 g H
.
V ! ! # A "2 g H
v ! ! "2 g H
s ! 2" H h
(without any coefficient of friction)
.
V ! ! # A "2 g H
.
F!"Vv
6
.
V ! 2 # b "2 g (H 2 3#2
$ H1 3#2
)
3
.
V!!#A "2 ( g H % p" ) ü
v!! "2 pü
"
.
V!!#A "2 pü
"
v: discharge velocity
g: gravity
": density
pü: excess pressure compared to external pressure
M: coefficient of friction (for water M = 0.97)
H: coefficient of contraction (H = 0.62 for sharp-edged openings)
(H = 0.97 for smooth-rounded openings)
F:
.
force of reaction
V : volume flow rate
b: width of opening
54 Siemens MD · 2009
Table of Contents Section 7
Basic Formulae 56
Siemens MD · 2009 55
Electrical Engineering
Basic Formulae
b) Alloys
P!U"! !!P Aldrey (AlMgSi) 30.0 0.033
U
7 Bronze I 48 0.02083
Bronze II 36 0.02778
Bronze III 18 0.05556
Constantan (WM 50) 2.0 0.50
alternating current
P c) Other
P = 1.73 . U . , . cos M , = conductors
1.73 . U . cos M Graphite 0.046 22
Carbon, homog. 0.015 65
Retort graphite 0.014 70
Resistance of a conductor:
l l."
R= =
.
J A A
R = resistance (:)
l = length of conductor (m)
J = electric conductivity (m/: mm2)
A = cross section of conductor (mm2)
" = specific electrical resistance
(: mm2/m)
56 Siemens MD · 2009
Electrical Engineering
Speed, Power Rating and Efficiency
of Electric Motors
50 . 60 Three-phase current:
n = = 1500 min-1
2 Pab = 1.73 . U . " . cos# . !
Efficiency:
P ab 1)
!! " 100 #%$
P zu
Example:
Efficiency and power factor of a four-pole 1.1-kW motor and a 132-kW motor dependent
on the load
7
Power factor cos M Efficiency K
132-kW motor
1.1-kW motor
Power output P / PN
Siemens MD · 2009 57
Electrical Engineering
Types of Construction and Mounting Arrangements
of Rotating Electrical Machinery
58 Siemens MD · 2009
Electrical Engineering
Types of Protection for Electrical Equipment
(Protection Against Contact and Foreign Bodies)
Designation
DIN number
Code letters
First type number
Second type number
An enclosure with this designation is protected against the ingress of solid foreign bodies
having a diameter above 1 mm and of splashing water.
Degrees of protection for protection against contact and foreign bodies
(first type number)
First type Degree of protection
number (Protection against contact and foreign bodies)
0 No special protection
Protection against the ingress of solid foreign bodies having a diameter above
1 50 mm (large foreign bodies) 1)
No protection against intended access, e.g. by hand, however, protection of
persons against contact with live parts 7
Protection against the ingress of solid foreign bodies having a diameter above
2 12 mm (medium-sized foreign bodies) 1)
Keeping away of fingers or similar objects
Protection against the ingress of solid foreign bodies having a diameter above
3 2.5 mm (small foreign bodies) 1) 2)
Keeping away tools, wires or similar objects having a thickness above 2.5 mm
Protection against the ingress of solid foreign bodies having a diameter above
4 1 mm (grain sized foreign bodies) 1) 2)
Keeping away tools, wires or similar objects having a thickness above 1 mm
Protection against harmful dust covers. The ingress of dust is not entirely
5 prevented, however, dust may not enter to such an amount that operation of the
equipment is impaired (dustproof). 3)
Complete protection against contact
Siemens MD · 2009 59
Electrical Engineering
Types of Protection for Electrical Equipment
(Protection Against Water)
Designation
DIN number
Code letters
First type number
Second type number
An enclosure with this designation is protected against the ingress of solid foreign bodies
having a diameter above 1 mm and of splashing water.
0 No special protection
Protection against water falling at any angle up to 60q relative to the perpendi-
3 cular.
It may not have any harmful effect (spraying water).
Protection against water spraying on the equipment (enclosure) from all direc-
4 tions.
It may not have any harmful effect (splashing water).
Protection against a water jet from a nozzle which is directed on the equipment
5 (enclosure) from all directions.
It may not have any harmful effect (hose-directed water).
1) This degree of protection is normally for air-tight enclosed equipment. For certain equipment,
however, water may enter provided that it has no harmful effect.
60 Siemens MD · 2009
Table of Contents Section 8
Materials Page
Iron-Carbon Diagram 77
Siemens MD · 2009 61
Materials
Conversion of Fatigue Strength Values
of Miscellaneous Materials
Structural
0.45 . Rm 1.3 . VW 0.49 . Rm 1.5 . VbW 1.5 . Re 0.35 . Rm 1.1 . WW 0.7 . Re
steel
Quenched
and
0.41 . Rm 1.7 . VW 0.44 . Rm 1.7 . VbW 1.4 . Re 0.30 . Rm 1.6 . WW 0.7 . Re
tempered
steel
Case
hardening
0.40 . Rm 1.6 . VW 0.41 . Rm 1.7 . VbW 1.4 . Re 0.30 . Rm 1.4 . WW 0.7 . Re
steel
2)
Grey cast
0.25 . Rm 1.6 . Vw 0.37 . Rm 1.8 . VbW ï 0.36 . Rm 1.6 . WW ï
iron
Type of load
Ultimate stress values
Tension Bending Torsion
Tensile strength Rm ï ï
62 Siemens MD · 2009
Materials
Mechanical Properties of
Quenched and Tempered Steels
28Mn6 1.1170 590 780 ï 930 490 690 ï 840 440 640 ï 790 ï ï ï ï 8
38Cr2 1.7003 550 800 ï 950 450 700 ï 850 350 600 ï 750 ï ï ï ï
46Cr2 1.7006 650 900 ï1100 550 800 ï 950 400 650 ï 800 ï ï ï ï
34Cr4 1.7033 700 900 ï1100 590 800 ï 950 460 700 ï 850 ï ï ï ï
34CrS4 1.7037 700 900 ï1100 590 800 ï 950 460 700 ï 850 ï ï ï ï
37Cr4 1.7034 750 950 ï1150 630 850 ï1000 510 750 ï 900 ï ï ï ï
37CrS4 1.7038 750 950 ï1150 630 850 ï1000 510 750 ï 900 ï ï ï ï
41Cr4 1.7035 800 1000 ï1200 660 900 ï1100 560 800 ï 950 ï ï ï ï
41CrS4 1.7039 800 1000 ï1200 660 900 ï1100 560 800 ï 950 ï ï ï ï
25CrMo4 1.7218 700 900 ï1100 600 800 ï 950 450 700 ï 850 400 650 ï 800 ï ï
34CrMo4 1.7220 800 1000 ï1200 650 900 ï1100 550 800 ï 950 500 750 ï 900 450 700 ï 850
34CrMoS4 1.7226 800 1000 ï1200 650 900 ï1100 550 800 ï 950 500 750 ï 900 450 700 ï 850
42CrMo4 1.7225 900 1100 ï1300 750 1000 ï1200 650 900 ï1100 550 800 ï 950 500 750 ï 900
42CrMoS4 1.7227 900 1100 ï1300 750 1000 ï1200 650 900 ï1100 550 800 ï 950 500 750 ï 900
50CrMo4 1.7228 900 1100 ï1300 780 1000 ï1200 700 900 ï1100 650 850 ï1000 550 800 ï 950
36CrNiMo4 1.6511 900 1100 ï1300 800 1000 ï1200 700 900 ï1100 600 800 ï 950 550 750 ï 900
34CrNiMo6 1.6582 1000 1200 ï1400 900 1100 ï1300 800 1000 ï1200 700 900 ï1100 600 800 ï 950
30CrNiMo8 1.6580 1050 1250 ï1450 1050 1250 ï1450 900 1100 ï1300 800 1000 ï1200 700 900 ï1100
51CrV4 1.8159 900 1100 ï1300 800 1000 ï1200 700 900 ï1100 650 850 ï1000 600 800 ï 950
30CrMoV9 1.7707 1050 1250 ï1450 1020 1200 ï1450 900 1100 ï1300 800 1000 ï1200 700 900 ï1100
Siemens MD · 2009 63
Materials
Fatigue Strength Diagrams of
Quenched and Tempered Steels
a) Tension/compression fatigue
strength
c) Torsional fatigue strength
8
Quenched and tempered steels not
illustrated may be used as follows:
64 Siemens MD · 2009
Materials
General-Purpose Structural Steels
To be agreed upon
St37-3N 1.0116 S235J2G3 N
490... 470...
St50-2 1.0050 E295 U, N 295 285 275 265 255
660 610
590... 570...
St60-2 1.0060 E335 U, N 335 325 315 305 295
770 710
690... 670...
St70-2 1.0070 E360 U, N 365 355 345 335 325
900 830
Siemens MD · 2009 65
Materials
Fatigue Strength Diagrams of
General-Purpose Structural Steels
E360
E335 E360
E295 E335
S275
S235 E295
S275
S235
a) Tension/compression fatigue
strength
c) Torsional fatigue
strength
8 E360
E335
E295
S275
S235
66 Siemens MD · 2009
Materials
Case Hardening Steels
Treatment
condition
Symbol Tensile Tensile Tensile
Symbol point point point
Num- acc. to strength strength strength
( in Re Re Re
ber DIN EN Rm Rm Rm
Germany ) N/mm2 N/mm2 N/mm2
10084 N/mm2 N/mm2 N/mm2
min. min. min.
16MnCr5 1.7131 16MnCr5 635 880 ï1180 590 780 ï1080 440 640 ï 940
16MnCrS5 1.7139 16MnCrS5 635 880 ï1180 590 780 ï1080 440 640 ï 940
20MnCr5 1.7147 20MnCr5 735 1080 ï1380 685 980 ï1280 540 780 ï1080
20MnCrS5 1.7149 20MnCrS5 735 1080 ï1380 685 980 ï1280 540 780 ï1080
15CrNi6 1.5919 15CrNi6 685 960 ï1280 635 880 ï1180 540 780 ï1080 8
18CrNi8 1.5920 18CrNi8 835 1230 ï1480 785 1180 ï1430 685 1080 ï1330
17CrNiMo6 1.6587 18CrNiMo7-6 835 1180 ï1430 785 1080 ï1330 685 980 ï1280
G soft annealed
Siemens MD · 2009 67
Materials
Fatigue Strength Diagrams of
Case Hardening Steels
a) Tension/compression fatigue
strength c) Torsional fatigue strength
68 Siemens MD · 2009
Materials
Cold Rolled Steel Strips
Cast Steels for General Engineering Purposes
Material
Tensile strength
Symbol Rm 1)
Symbol
Number acc. to 2
N/mm maximum
( in Germany )
DIN EN 10132
The mechanical properties apply to specimens which are taken from test pieces with thicknesses
up to 100 mm. Furthermore, the yield point values also apply to the casting itself, in so far as the
wall thickness is d 100 mm.
1) Determined from three individual values each.
Siemens MD · 2009 69
Materials
Round Steel Wire for Springs
70 Siemens MD · 2009
Materials
Lamellar Graphite Cast Iron
Nodular Graphite Cast Iron
Siemens MD · 2009 71
Materials
Copper-Tin and Copper-Zinc-Tin Casting Alloys
Copper-Aluminium Casting Alloys
Siemens MD · 2009 73
Materials
Lead and Tin Casting Alloys
for Babbit Sleeve Bearings
Lead and tin casting alloys for babbit sleeve bearings (Extract from DIN ISO 4381)
PbSb15SnAs 2.3390 18 15 14 39 37 25
PbSb15Sn10 2.3391 21 16 14 43 32 30
PbSb14Sn9CuAs 2.3392 22 22 16 46 39 27
PbSb10Sn6 2.3393 16 16 14 39 32 27
SnSb12Cu6Pb 2.3790 25 20 12 61 60 36
SnSb8Cu4 2.3791 22 17 11 47 44 27
SnSb8Cu4Cd 2.3792 28 25 19 62 44 30
74 Siemens MD · 2009
Materials
Conversion of Hardness Values
(DIN EN ISO 18265)
." F
N/mm2 (Ft 98N) 0.102 D2 = 30 mm2
N
! HRB HRC HRA HRD
1)
." F
N/mm2 (Ft 98N) 0.102 D2 = 30 mm2
N
! HRC HRA HRD
1)
The figures in brackets are hardness values outside the domain of definition of standard hardness test
methods which, however, in practice are frequently used as approximate values. Furthermore, the Brinell
hardness values in brackets apply only if the test was carried out with a carbide ball.
1) Internationally usual, e.g. ASTM E 18-74 (American Society for Testing and Materials)
2) Calculated from HB = 0.95 HV (Vickers hardness)
Determination of Rockwell hardness HRA, HRB, HRC, and HRD acc. to DIN EN 10109 Part 1
Determination of Vickers hardness acc. to DIN 50133 Part 1
Determination of Brinell hardness acc. to DIN EN 10003 Part 1
Determination of tensile strength acc. to DIN EN 10002 Part 1 and Part 5
Siemens MD · 2009 75
Materials
Values of Solids and Liquids
Values of solids and liquids Mean density of the earth = 5.517 g/cm3
Thermal Thermal
Density Melting conducti- Density Melting conducti-
Sym- point vity O Sym- point vity O
Substance (solid) bol
! Substance (solid) bol
!
at 20 qC at 20 qC
g/cm3 t in qC W/(mK) g/cm3 t in qC W/(mK)
Agate 2.5...2.8 | 1600 11.20 Porcelain 2.2...2.5 | 1650 |1
Aluminium Al 2.7 658 204 Pyranite 3.3 1800 8.14
Aluminium bronze 7.7 1040 128 Quartz-flint 2.5...2.8 1480 9.89
Antimony Sb 6.67 630 22.5 Radium Ra 5 700 ï
Arsenic As 5.72 ï ï Rhenium Re 21 3175 71
Asbestos | 2.5 | 1300 ï Rhodium Rh 12.3 1960 88
Asphaltum 1.1...1.5 80...100 0.698 Gunmetal 8.8 950 38
Barium Ba 3.59 704 ï Rubidium Rb 1.52 39 58
Barium chloride 3.1 960 ï Ruthenium Ru 12.2 2300 106
Basalt, natural 2.7...3.2 ï 1.67 Sand, dry 1.4...1.6 1480 0.58
Beryllium Be 1.85 1280 1.65 Sandstone 2.1...2.5 | 1500 2.3
Concrete |2 ï |1 Brick, fire 1.8...2.3 | 2000 | 1.2
Lead Pb 11.3 327.4 34.7 Slate 2.6...2.7 | 2000 | 0.5
Boron (amorph.) B 1.73 2300 ï Emery 4 2200 11.6
Borax 1.72 740 ï Sulphur, rhombic S 2.07 112.8 0.27
Limonite 3.4...3.9 1565 ï Sulphur, monoclinic S 1.96 119 0.13
Bronze 8.83 910 64 Barytes 4.5 1580 ï
Chlorine calcium 2.2 774 ï Selenium, red Se 4.4 220 0.2
Chromium Cr 7.1 1800 69 Silver Ag 10.5 960 407
Chromium nickel 7.4 1430 52.335 Silicon Si 2.33 1420 83
Delta metal 8.6 950 104.7 Silicon carbide 3.12 ï 15.2
Diamond C 3.5 ï ï Sillimanite 2.4 1816 1.69
Iron, pure Fe 7.86 1530 81 Soapstone (talcous) 2.7 ï 3.26
Grease 0.92...0.94 30...175 0.209 Steel, plain + low-alloy 7.9 1460 47...58
Gallium Ga 5.9 29.75 ï stainless 7.9 1450 14
Germanium Ge 5.32 936 58.615 non-magnetic 8 1450 16.28
Gypsum 2.3 1200 0.45 Tungsten steel 18W 8.7 1450 26
Glass, window | 2.5 | 700 0.81 Hard coal 1.35 ï 0.24
Mica | 2.8 | 1300 0.35 Strontium Sr 2.54 797 0.23
Gold Au 19.29 1063 310 Tantalum Ta 16.6 2990 54
Granite 2.6...2.8 ï 3.5 Tellurium Te 6.25 455 4.9
Graphite C 2.24 | 3800 168 Thorium Th 11.7 | 1800 38
Grey cast iron 7.25 1200 58 Titanium Ti 4.5 1670 15.5
Laminated fabric 1.3...1.42 ï 0.34...0.35 Tombac 8.65 1000 159
Hard rubber | 1.4 ï 0.17 Clay 1.8...2.6 1500..1700 0.93...1.28
Hard metal K20 14.8 2000 81 Uranium 99.99% U 18.7 1133 28
8 Woods 0.45...0.85 ï 0.12...0.17 Vanadium V 6.1 1890 31.4
Indium In 7.31 156 24 Soft rubber 1...1.8 ï 0.14...0.23
Iridium Ir 22.5 2450 59.3 White metal 7.5...10.1 300...400 34.9...69.8
Cadmium Cd 8.64 321 92.1 Bismuth Bi 9.8 271 8.1
Potassium K 0.86 63.6 110 Wolfram W 19.2 3410 130
Limestone 2.6 ï 2.2 Cesium Cs 1.87 29 ï
Calcium Ca 1.55 850 ï Cement, hard 2...2.2 ï 0.9...1.2
Calcium oxide (lime) 3.4 2572 ï Cerium Ce 6.79 630 ï
Caoutchouc, crude 0.95 125 0.2 Zinc Zn 6.86 419 110
Cobalt Co 8.8 1490 69.4 Tin Sn 7.2 232 65
Salt, common 2.15 802 ï Zirconium Zr 6.5 1850 22
Coke 1.6...1.9 ï 0.184
Constantan 8.89 1600 23.3
Corundum (AL2O3) 3.9...4 2050 12...23
Chalk 1.8...2.6 ï 0.92 Thermal
Density ! Boiling
Copper Cu 8.9 1083 384
Sym- point at conductivity
Leather, dry 0.9....1 ï 0.15 Substance (liquid) bol at 1.013MPa O
Lithium Li 0.53 179 71 at 20 qC
Magnesium Mg 1.74 657 157 g/cm3 qC qC W/(mK)
Magnesium, alloyed 1.8...1.83 650 69.8..145.4 Ether 0.72 20 35 0.14
Manganese Mn 7.43 1250 30 Benzine | 0.73 15 25...210 0.13
Marble 2.6...2.8 1290 2.8 Benzole, pure 0.83 15 80 0.14
Red lead oxide 8.6...9.1 ï 0.7 Diesel oil 0.83 15 210...380 0.15
Brass 8.5 900 116 Glycerine 1.26 20 290 0.29
Molybdenum Mo 10.2 2600 145 Resin oil 0.96 20 150...300 0.15
Monel metal 8.8 | 1300 19.7 Fuel oil EL | 0.83 20 > 175 0.14
Sodium Na 0.98 97.5 126 Linseed oil 0.93 20 316 0.17
Nickel silver 8.7 1020 48 Machinery oil 0.91 15 380...400 0.125
Nickel Ni 8.9 1452 59 Methanol 0.8 15 65 0.21
Niobium Nb 8.6 2415 54.43 Methyl chloride 0.95 15 24 0.16
Osmium Os 22.5 2500 ï Mineral oil 0.91 20 > 360 0.13
Palladium Pd 12 1552 70.9 Petroleum ether 0.66 20 > 40 0.14
Paraffin 0.9 52 0.26 Petroleum 0.81 20 > 150 0.13
Pitch 1.25 ï 0.13 Mercury Hg 13.55 20 357 10
Phosphorus (white) P 1.83 44 ï Hydrochloric acid 10% 1.05 15 102 0.5
Platinum Pt 21.5 1770 70 Sulphuric acid, strong 1.84 15 338 0.47
Polyamide A, B 1.13 | 250 0.34 Silicon fluid 0.94 20 ï 0.22
76 Siemens MD · 2009
Materials
Coefficient of Linear Expansion;
Iron-Carbon Diagram;
Pitting and Tooth Root Fatigue Strength Values of Steels
Coefficients of linear expansion of
Coefficient of linear expansion D
some substances at 0 ... 100 qC
The coefficient of linear expansion D gives Substance D [10-6/K]
the fractional expansion of the unit of
length of a substance per 1 degree K rise Aluminium alloys 21 ... 24
in temperature. For the linear expansion of Grey cast iron
a body applies: (e.g. GG-20, GG-25) 10.5
Steel, plain and
!l ! l 0 " " " !T low-alloy 11.5
where Steel, stainless
'l: change of length (18CrNi8) 16
l: original length Steel, rapid machining steel 11.5
D: coefficient of linear expansion Copper 17
'T: rise of temperature Brass CuZn37 18.5
Bronze CuSn8 17.5
Iron-carbon diagram
Melting + Melting +
J-mixed crystals primary cementite
J-mixed crystals
(austenite)
J-mixed crystals Primary cementite
+ sec. cementite + ledeburite
+ ledeburite
(cubic face centered)
Mixed crystals J-m.c. +
Mixed crystals
sec.cem. 8
(ferrite)
Pearlite
Ledeburite
Siemens MD · 2009 77
Materials
Heat Treatment During Case Hardening
of Case Hardening Steels
Heat treatment during case hardening of case hardening steels acc. to DIN EN 10084
Usual heat treatment during case hardening
A. Direct hardening or double C. Hardening after isothermal
B. Single hardening
hardening transformation
Direct hardening from carburizing Single hardening from core or case Hardening after isothermal transfor-
temperature hardening temperature mation in the pearlite stage (e)
Direct hardening after lowering to Single hardening after intermediate Hardening after isothermal transfor-
hardening temperature annealing (soft annealing) (d) mation in the pearlite stage (e) and
cooling-down to room temperature
a carburizing temperature
b hardening temperature
c tempering temperature
d intermediate annealing (soft annealing) temperature
Double hardening e transformation temperature in the pearlite stage
Material a b c
8 Carburizing Core hardening Case hardening
Quenchant Tempering
Symbol Number temperature 1) temperature 2) temperature 2)
qC qC qC qC
C10 1.0301
C10E 1.1121 880 up to 920 With regard to
C15 1.0401 the properties of
the component,
15Cr3 1.7015 the selection of
17Cr3 1.7016 the quenchant
16MnCr5 1.7131 depends on the
16MnCrS5 1.7139 hardenability or 150
case-hardenabi-
20MnCr5 1.7147 880 up to 980 780 up to 820 up to
860 up to 900 lity of the steel,
20MnCrS5 1.7149 the shape and 200
20MoCr4 1.7321 cross section of
20MoCrS4 1.7323 the work piece
20NiCrMo2-2 1.6523 to be hardened,
20NiCrMoS2-2 1.6526 as well as on
the effect of the
15CrNi6 1.5919 quenchant.
830 up to 870
18CrNiMo7-6 1.6587
1) Decisive criteria for the determination of the carburizing temperature are mainly the required time of carburizing the
chosen carburizing agent, and the plant available, the provided course of process, as well as the required structural
constitution. For direct hardening, carburizing usually is carried out at temperatures below 950 qC. In special cases
carburizing temperatures up to above 1000 qC are applied.
2) In case of direct hardening, quenching is carried out either from the carburizing temperature or any lower temperature.
In particular if there is a risk of warping, lower hardening temperatures are preferred.
78 Siemens MD · 2009
Table of Contents Section 9
Siemens MD · 2009 79
Lubricating Oils
Viscosity-Temperature-Diagram for
Mineral Oils
Temperature (qC)
80 Siemens MD · 2009
Lubricating Oils
Viscosity-Temperature-Diagram for
Synthetic Oils of Poly-D-Olefine Base
Temperature (qC)
Siemens MD · 2009 81
Lubricating Oils
Viscosity-Temperature-Diagram for
Synthetic Oils of Polyglycole Base
Temperature (qC)
82 Siemens MD · 2009
Lubricating Oils
Kinematic Viscosity and Dynamic Viscosity
for Mineral Oils at any Temperature
Kinematic viscosity X
Quantities for the determination of the kinematic viscosity
VG grade W40 >ï@ m >ï@
32 0.18066 3.7664
46 0.22278 3.7231
68 0.26424 3.6214
100 0.30178 3.5562
150 0.33813 3.4610
220 0.36990 3.4020
320 0.39900 3.3201
460 0.42540 3.3151
680 0.45225 3.2958
1000 0.47717 3.2143
1500 0.50192 3.1775
W
! ! 10 10 " 0.8 (2)
m >-@ slope
T >K@ thermodynamic temperature 1)
W40 >-@ auxiliary quantity at 40 qC
W >-@ auxiliary quantity
X >cSt@ kinematic viscosity
1) T = t + 273.15 [K]
Dynamic viscosity K
t >qC@ temperature 9
"15 [kg/dm3]: density at 15 qC
" [kg/dm3]: density
X >cSt@ kinematic viscosity
K >Ns/m2@ dynamic viscosity
Siemens MD · 2009 83
Lubricating Oils
Viscosity Table for Mineral Oils
Approx.
Mean viscosity (40 qC) and approx. Saybolt assignment
viscosities in mm2/s (cSt) at universal AGMA
Approx. to
ISO-VG assign- seconds lubricant
(SSU) motor-
DIN ment to Nq at motor car
51519 previous 20 qC 40 qC 50 qC 100 qC at 40 qC 40 qC
(mean oils gear
DIN 51502 1) oils
value)
cSt cSt cSt Engler cSt 1) SAE SAE
8
5 2 4.6 4 1.3 1.5
(1.7 E)
12
7 4 6.8 5 1.4 2.0
(2 E)
21
10 9 10 8 1.7 2.5
(3 E)
15 ï 34 15 11 1.9 3.5 5W
22 55 22 15 2.3 4.5
16
10 W 70 W
75 W
32 88 32 21 3 5.5
25
46 137 46 30 4 6.5 214 1 EP 15 W
36 20 W
68 219 68 43 6 8.5 316 2.2 EP 20 80 W
49
100 68 345 100 61 8 11 464 3.3 EP 30
85 W
84 Siemens MD · 2009
Table of Contents Section 10
86 Siemens MD · 2009
Cylindrical Gear Units
Symbols and Units for Cylindrical Gear Units
1. Cylindrical gear units with gear units without load sharing. Load shar-
1.1 Introduction ing gear units mostly have one input and one out-
In the industry, mainly gear units with case put shaft. Inside the gear unit the load is distri-
hardened and fine-machined gears are used buted and then brought together again on the
for torque and speed adaptation of prime movers output shaft gear. The uniform sharing of the load
and driven machines. After carburising and between the individual branches is achieved by
hardening, the tooth flanks are fine-machined special design measures.
by grinding (or removing material by means of 1.2 Geometry of involute gears
shaping or generating tools coated with me- The most important concepts and parameters
chanically resistant material). In comparison associated with cylindrical gears and cylindrical
with other gear units, which, for example, have gear pairs with involute teeth in accordance with
quenched and tempered or nitrided gears, gear DIN 3960 are represented in sections 1.2.1 to
units with case hardened gears have higher 1.2.4. /1/
power capacities, i.e. they require less space
for the same speeds and torques. Further, gear 1.2.1 Concepts and parameters associated
units have the best efficiencies. Motion is trans- with involute teeth
mitted without slip at constant speed. As a rule,
an infinitely variable change-speed gear unit 1.2.1.1 Standard basic rack tooth profile
with primary or secondary gear stages presents The standard basic rack tooth profile is the
the most economical solution even in case of normal section through the teeth of the basic rack
variable speed control. which is produced from an external gear tooth
In industrial gear units mainly involute gears system with an infinitely large diameter and an
are used. Compared with other tooth profiles, infinitely large number of teeth. From figure 1
the technical and economical advantages are follows:
basically: ï The flanks of the standard basic rack tooth
! Simple manufacture with straight-sided profile are straight lines and are located
flanked tools; symmetrically below the pressure angle at a
! The same tool for all numbers of teeth; point DP to the tooth centre line;
! Generating different tooth profiles and centre ï Between module m and pitch p the relation
distances with the same number of teeth is p = Sm;
by means of the same tool by addendum ï The nominal dimensions of tooth thickness
modification; and spacewidth on the datum line are equal,
! Uniform transmission of motion even in case i.e. sP = eP = p/2;
of centre distance errors from the nominal ï The bottom clearance cP between basic rack
value; tooth profile and counter profile is 0.1 m up to
! The direction of the normal force of teeth 0.4 m;
remains constant during meshing; ï The addendum is fixed by haP = m, the de-
! Advanced stage of development; dendum by hfP = m + cP and thus, the tooth
! Good availability on the market. depth by hP = 2 m + cP;
When load sharing gear units are used, output ï The working depth of basic rack tooth profile
torques can be doubled or tripled in comparison and counter profile is hwP = 2 m.
10
Datum line
Standard basic rack
tooth profile
Root line
Fillet
Tooth root surface
Tooth centre line
Figure 1 Basic rack tooth profiles for involute teeth of cylindrical gears (acc. to DIN 867)
88 Siemens MD · 2009
Cylindrical Gear Units
Geometry of Involute Gears
1.2.1.3 Tool reference profile Especially for cylindrical gears with a relatively
The tool reference profile according to figure 2a large number of teeth or a small module there is
is the counter profile of the standard basic rack a risk of generating a notch in the root on finish-
tooth profile according to figure 1. For industrial machining. To avoid this, pre-machining tools
gear units, the pressure angle at a point of the are provided with protuberance flanks as shown
tool reference profile DP0 = DP is 20q, as a rule. in figure 2b. They generate a root undercut on
The tooth thickness sP0 of the tool on the tool the gear, see figure 3b. On the tool, protuberance
datum line depends on the stage of machining. value prP0, protuberance pressure angle at a
The pre-machining tool leaves on both flanks of point DprP0, as well as the tip radius of curvature
the teeth a machining allowance q for finish- !aP0 must be so dimensioned that the active
machining. Therefore, the tooth thickness for tooth profile on the gear will not be reduced and
pre-machining tools is sP0 < p/2, and for finish- the tooth root will not be weakened too much.
machining tools sP0 = p/2. On cylindrical gears with small modules one
The pre-machining tool generates the root dia- often accepts on purpose a notch in the root if
meter and the fillet on a cylindrical gear. The its distance to the root circle is large enough
finish-machining tool removes the machining and thus the tooth root load carrying capacity
allowance on the flanks, however, normally it is not impaired by a notch effect, figure 3c. In
does not touch the root circle ï like on the tooth order to prevent the tip circle of the mating gear
profile in figure 3a. from touching the fillet it is necessary that a
Between pre- and finish-machining, cylindrical check for meshing interferences is carried out
gears are subjected to a heat treatment which, as on the gear pair. /1/
a rule, leads to warping of the teeth and growing
of the root and tip circles.
10
Figure 2
Reference profiles of gear cutting tools for involute teeth of cylindrical gears
a) For pre-machining and finish-machining
b) For pre-machining with root undercut (protuberance)
Siemens MD · 2009 89
Cylindrical Gear Units
Geometry of Involute Gears
Pre-machining Finish-machining
Machining
allowance q
Developed
10 envelope
line
Generator
Developed Involute of base
base cylinder cylinder
envelope
Figure 4
Base cylinder with involute helicoid Figure 5
and generator Involute in a transverse section
90 Siemens MD · 2009
Cylindrical Gear Units
Geometry of Involute Gears
1.2.2 Concepts and parameters associated verse pressure angle at a point D in the trans-
with cylindrical gears verse section is termed transverse pressure
1.2.2.1 Geometric definitions angle Dt, see figures 5 and 7. If a tangent line is
In figure 6 the most important geometric quanti- put against the involute surface in the normal
ties of a cylindrical gear are shown. section at the point of intersection with the
The reference circle is the intersection of the reference circle, the corresponding angle is
reference cylinder with a plane of transverse termed normal pressure angle Dn; this is equal
section. When generating tooth flanks, the to the pressure angle DP0 of the tool. The inter-
straight pitch line of the tool rolls off at the relationship with the helix angle E at the refer-
reference circle. Therefore, the reference circle ence circle is tanDn = cosE · tanDt. On a spur
periphery corresponds to the product of pitch gear Dn = Dt.
p and number of teeth z, i.e. S · d = p · z. Since Between the base helix angle Eb and the helix
mt = p / S, the equation for the reference diame- angle E on the reference circle the relation-
ter thus is d = mt · z. Many geometric quantities ship is sinEb = cosDn · sinE. The base diameter
of the cylindrical gear are referred to the refer- db is given by the reference diameter d, by db =
ence circle. d · cosDt.
For a helical gear, at the point of intersection of In the case of internal gears, the number of teeth
the involute with the reference circle, the trans- z and thus also the diameters d, db, da, df are
negative values.
Right flank
d Reference diameter
da Tip diameter
df Root diameter
b Facewidth
h Tooth depth
ha Addendum
hf Dedendum
s Tooth thickness on the reference
circle
Figure 6 e Spacewidth on the reference circle
Definitions on the p Pitch on the reference circle
cylindrical gear
10
1.2.2.2 Pitches
The pitch pt of a helical gear (p in the case of a
spur gear) lying in a transverse section is the
length of the reference circle arc between two
successive right or left flanks, see figures 6 and
7. With the number of teeth z results pt = S · d / z
= S · mt.
The normal transverse pitch pet of a helical gear
is equal to the pitch on the basic circle pbt, thus
pet = pbt = S · db / z. Hence, in the normal section
the normal base pitch at a point pen = pet / cosEb
is resulting from it, and in the axial section the
axial pitch pex = pet / tanEb, see figure 13.
Figure 7
Pitches in the transverse section
of a helical gear
Siemens MD · 2009 91
Cylindrical Gear Units
Geometry of Involute Gears
As q
XE = x + + (3)
2mn · tan Dn mn · sinDn
Figure 9
Addendum modification limit xmax (inter-
section circle) and xmin (undercut limit) for
external gears dependent on the virtual
number of teeth zn (for internal gears, see /1/
and /3/).
92 Siemens MD · 2009
Cylindrical Gear Units
Geometry of Involute Gears
1.2.3 Concepts and parameters associated internal gear pairs k > 0, i.e. the tip diameters
with a cylindrical gear pair of both gears become larger (on an internal
gear with negative tip diameter the absolute
1.2.3.1 Terms value becomes smaller).
The mating of two external cylindrical gears (ex-
ternal gears) gives an external gear pair. In the
case of a helical external gear pair one gear has
left-handed and the other one right-handed flank
direction.
The mating of an external cylindrical gear with an
internal cylindrical gear (internal gear) gives an
internal gear pair. In the case of a helical internal
gear pair, both gears have the same flank direc-
tion, that is either right-handed or left-handed.
The subscript 1 is used for the size of the smaller
gear (pinion), and the subscript 2 for the larger
gear (wheel or internal gear).
In the case of an unmodified gear pair (a zero
gear pair), both gears have as addendum modi-
fication coefficient x1 = x2 = 0 (zero gears).
In the case of a gear pair at reference centre di-
stance, both gears have addendum modifica-
tions (modified gears), that is with x1 + x2 = 0, i.e.
x 1 = - x2 .
For a modified gear pair, the sum is not equal to
zero, i.e. x1 + x2 z 0. One of the cylindrical gears
in this case may, however, have an addendum
modification x = 0.
Figure 10
1.2.3.2 Mating quantities Transverse section of an external gear pair
The gear ratio of a gear pair is the ratio of the with contacting left-handed flanks
number of teeth of the gear z2 to the number of
teeth of the pinion z1, thus u = z2 / z1. Working In a cylindrical gear pair either the left or the
pitch circles with diameter dw = 2 · rw are those right flanks of the teeth contact each other on the
transverse intersection circles of a cylindrical line of action. Changing the flanks results in a
gear pair, which have the same circumferen- line of action each lying symmetrical in relation
tial speed at their mutual contact point (pitch to the centre line through O1 O2. The line of
point C), figure 10. The working pitch circles action with contacting left flanks in figure 10 is
divide the centre distance a = rw1 + rw2 in the the tangent to the two base circles at points
ratio of the tooth numbers, thus dw1 = 2 · a / (u + 1) T1 and T2. With the common tangent on the
and dw2 = 2 · a · u / (u +1). pitch circles it includes the working pressure
In the case of both an unmodified gear pair
and a gear pair at reference centre distance,
angle Dwt. 10
the centre distance is equal to the zero centre The working pressure angle Dwt is the transverse
distance ad = (d1 + d2) / 2, and the pitch circles pressure angle at a point belonging to the
are simultaneously the reference circles, i.e. working pitch circle. According to figure 10 it is
dw = d. However, in the case of a modified gear determined by cos Dwt = db1 / dw1 = db2 / dw2.
pair, the centre distance is not equal to the In the case of unmodified gear pairs and gear
zero centre distance, and the pitch circles are pairs at reference centre distance, the working
not simultaneously the reference circles. pressure angle is equal to the transverse pres-
If in the case of modified gear pairs the bottom sure angle on the reference circle, i.e. Dwt = Dt.
clearance cp corresponding to the standard The length of path of contact gD is that part of
basic rack tooth profile is to be retained (which the line of action which is limited by the two tip
is not absolutely necessary), then an addendum circles of the cylindrical gears, figure 11.
modification is to be carried out. The addendum The starting point A of the length of path of
modification factor is k = (a - ad) / mn - (x1 + x2). contact is the point at which the line of action
For unmodified gear pairs and gear pairs at intersects the tip circle of the driven gear, and
reference centre distance, k = 0. In the case of the finishing point E is the point at which the
external gear pairs k < 0, i.e. the tip diameters line of action intersects the tip circle of the
of both gears become smaller. In the case of driving gear.
Siemens MD · 2009 93
Cylindrical Gear Units
Geometry of Involute Gears
Driven
Driven
Line of action
Driving
10
Siemens MD · 2009 95
Cylindrical Gear Units
Geometry of Involute Gears
Output quantities:
mn mm normal module
Dn degree normal pressure angle
E degree reference helix angle
z ï number of teeth *)
x ï addendum modification coefficient
xE ï generating addendum modification coefficient, see equation (3)
haP0 mm addendum of the tool
Item Formula
mn
Transverse module mt =
cosE
tanDn
Transverse pressure angle tanDt =
cosE
Reference diameter d = mt · z
S·d
Transverse pitch pt = = S · mt
z
z
Virtual number of teeth zn =
cosE · cos2Eb
*) For an internal gear, z is to be used as a negative quantity. **) For invD, see equation (1).
96 Siemens MD · 2009
Cylindrical Gear Units
Geometry of Involute Gears
Output quantities:
The parameters for pinion and wheel according to table 2 must be given, further the facewidths b1
and b2, as well as either the centre distance a or the sum of the addendum modification coefficients
x1 + x2.
Item Formula
z2
Gear ratio u =
z1
mt cosDt
Centre distance a = (z1 + z2)
2 cosDwt
mt d1 + d2
Reference centre distance ad = (z1 + z2) =
2 2
a ï ad
Addendum modification factor **) k = ï (x1 + x2)
mn
2·a·u cosDt
Working pitch circle diameter
dw2 = = d2 10
of the gear u+1 cosDwt
1 u
Length of path of contact gD =
2
da12 ï db12 +
IuI
da22 ï db22 ï a · sinDwt
gD
Transverse contact ratio HD =
pet
b · tanEb
Overlap ratio HE = b = min (b1, b2)
pet
1.2.5 Gear teeth modifications facewidth are achieved. This has to be taken into
The parameters given in the above subsections consideration especially in the case of checks of
1.2.1 to 1.2.4 refer to non-deviating cylindrical contact patterns carried out under low loads. Un-
gears. Because of the high-tensile gear materi- der partial load, however, the local maximum
als, however, a high load utilization of the gear load rise is always lower than the theoretical uni-
units is possible. Noticeable deformations of form load distribution under full load. In the case
the elastic gear unit components result from it. of modified gear teeth, the contact ratio is re-
The deflection at the tooth tips is, as a rule, a duced under partial load because of incomplete
multiple of the manufacturing form errors. This carrying portions, making the noise generating
leads to meshing interferences at the entering levels increase in the lower part load range. With
and leaving sides, see figure 14. There is a increasing load, the carrying portions and thus
negative effect on the load carrying capacity the contact ratio increase so that the generating
and generation of noise. levels drop. Gear pairs which are only slightly
loaded do not require any modification.
Line of Wheel
action
Pinion
Bending
Figure 14 Torsion
Cylindrical gear pair under load Manufac-
1 Driving gear turing
2 Driven gear deviation
a, b Tooth pair being in engagement Bearing
deformation
c, d Tooth pair getting into engagement
Housing
deformation
Further, the load causes bending and twisting of
pinion and wheel shaft, pinion and wheel body, Running-in wear
as well as settling of bearings, and housing de-
formations. This results in skewing of the tooth Effective tooth
flanks which often amounts considerably higher trace deviation
than the tooth trace deviations caused by manu- FE = 6f-yE
facture, see figure 15. Non-uniform load carrying
10 occurs along the face width which also has a ne- Load distribution
gative effect on the load carrying capacity and across the face-
generation of noise. width w
The running-in wear of case hardened gears
amounts to a few micrometers only and cannot Figure 15
compensate the mentioned deviations. In order Deformations and manufacturing
to restore the high load carrying capacity of case deviations on a gear unit shaft
hardened gears and reduce the generation of
noise, intentional deviations from the involute
(profile correction) and from the theoretical In figure 16, usual profile and longitudinal correc-
tooth trace (longitudinal correction) are produc- tions are illustrated. In the case of profile correc-
ed in order to attain nearly ideal geometries tion, the flanks on pinion and wheel are relieved
with uniform load distribution under load again. at the tips by an amount equal to the length
The load-related form corrections are calculated they are protruding at the entering and leaving
and made for one load only ï as a rule for 70 ... sides due to the bending deflection of the teeth.
100% of the permanently acting nominal load ï Root relief may be applied instead of tip relief
/5, 6, 7/. At low partial load, contact patterns which, however, is much more expensive. Thus,
which do not cover the entire tooth depth and a gradual load increase is achieved on the tooth
98 Siemens MD · 2009
Cylindrical Gear Units
Geometry of Involute Gears
Load Carrying Capacity of Involute Gears
getting into engagement, and a load reduction gitudinal crowning. With it, uniform load carry-
on the tooth leaving the engagement. In the ing along the facewidth and a reduction in load
case of longitudinal correction, the tooth trace concentration at the tooth ends during axial
relief often is superposed by a symmetric lon- displacements is attained.
Figure 16
Gear teeth modifications designed for removing local load increases
due to deformations under nominal load
1.3 Load carrying capacity of involute gears It has to be expressly emphasized that for the
load carrying capacity of gear units the exact
1.3.1 Scope of application and purpose calculation method ï compared with the
The calculation of the load carrying capacity of simplified one ï is always more meaningful
cylindrical gears is generally carried out in and therefore is exclusively decisive in border-
accordance with the calculation method accord- line cases.
ing to DIN 3990 /8/ (identical with ISO 6336) Design, selection of material, manufacture, heat
which takes into account pitting, tooth root treatment, and operation of industrial gear units
bending stress and scoring as load carrying are subject to certain rules which lead to a long
limits. Because of the relatively large scope of service life of the cylindrical gears.
standards, the calculation in accordance with Those rules are:
this method may be carried out only by using ï Gear teeth geometry acc. to DIN 3960;
EDP programs. As a rule, gear unit manufac- ï Cylindrical gears out of case-hardened steel;
turers have such a tool at hand. The standard Tooth flanks in DIN quality 6 or better, fine
work is the FVA-Stirnradprogramm /9/ which machined;
includes further calculation methods, for in-
stance, according to Niemann, AGMA, DNV, ï Quality of material and heat treatment proved
LRS, and others. by quality inspections acc. to DIN 3990 /11/;
In DIN 3990, different methods A, B, C ... are ï Effective case depth after carburizing accord- 10
suggested for the determination of individual ing to instructions /12/ with surface hardnes-
factors, where method A is more exact than ses of 58 ... 62 HRC;
method B, etc. The application standard /10/ ï Gears with required tooth corrections and
according to DIN 3990 is based on simplified without harmful notches in the tooth root;
methods.
Because of its ï even though limited ï univer- ï Gear unit designed for fatigue strength, i.e.
sal validity it still is relatively time-consuming. life factors ZNT = YNT = 1.0;
The following calculation method for pitting re- ï Flank fatigue strength VHlim ! 1200 N/mm2;
sistance and tooth strength of case-hardened ï Subcritical operating range, i.e. pitch circle
cylindrical gears is a further simplification if velocity lower than approx. 35 m/s;
compared with the application standard, how-
ever, without losing some of its meaning. Certain ï Sufficient supply of lubricating oil;
conditions must be adhered to in order to attain ï Use of prescribed gear oils of criteria
high load carrying capacities which also results stage 12 acc. to the gear rig test by the
in preventing scuffing. Therefore, a calculation FZG-method and sufficient grey staining
of load carrying capacity for scuffing will not load capacity;
be considered in the following. ï Maximum operating temperature 95 qC.
Siemens MD · 2009 99
Cylindrical Gear Units
Load Carrying Capacity of Involute Gears
If these requirements are met, a number of based on the nominal torque of the driven
factors can be definitely given for the calculation machine. Alternatively, one can also start from
of the load carrying capacity according to DIN the nominal torque of the prime mover if this
3990, so that the calculation procedure is partly corresponds with the torque requirement of the
considerably simplified. Non-observance of the driven machine.
above requirements, however, does not neces- In order to be able to carry out the calculation
sarily mean that the load carrying capacity is re- for a cylindrical gear stage, the details listed in
duced. In case of doubt one should, however, table 4 must be given in the units mentioned
carry out the calculation in accordance with the in the table. The geometric quantities are cal-
more exact method. culated according to tables 2 and 3. Usually,
they are contained in the workshop drawings for
1.3.2 Basic details cylindrical gears.
The calculation of the load carrying capacity is
P Power rating kW
a Centre distance mm
mn Normal module mm
In the further course of the calculation, the quantities listed in table 5 are required. They are derived
from the basic details according to table 4.
Gear ratio u = z2 / z1 ï
Reference diameter
d1 = z1 · mn / cosE mm
of the pinion
Circumferential speed
v = S · d1 · n1 / 60 000 m/s
at reference circle
Working transverse
pressure angle Dwt = arc cos [(z1 + z2) mt · cosDt / (2 · a)] Degree
10
Transverse pitch pet = S · mt · cosDt mm
1 u
Length of path of contact gD =
2
da12 ï db12 +
IuI
da22 ï db22 ï a · sinDwt mm
1.3.3.2 Dynamic factor attain uniform load carrying over the facewidth,
With the dynamic factor Kv, additional internal see subsection 1.2.5. Under such conditions, the
dynamic forces caused in the meshing are face load factor lies within the range of KHE = 1.1
taken into consideration. Taking z1, v and u ... 1.25. As a rough rule applies: A sensibly
from tables 4 and 5, it is calculated from selected crowning symmetrical in length reduces
the amount of KHE lying above 1.0 by approx. 40
to 50%, and a directly made longitudinal correc-
u2
Kv = 1 + 0.0003 · z1 · v (4) tion by approx. 60 to 70%.
1 + u2 In the case of slim shafts with gears arranged on
one side, or in the case of lateral forces or mo-
1.3.3.3 Face load factor ments acting on the shafts from external
The face load factor KHE takes into account the sources, for the face load factors for gears
increase in the load on the tooth flanks caused by without longitudinal correction the values may lie
non-uniform load distribution over the facewidth. between 1.5 and 2.0 and in extreme cases even
According to /8/, it can be determined by means at 2.5.
of different methods. Exact methods based on Face load factor KFE for the determination of in-
comprehensive measurements or calculations creased tooth root stress can approximately be
10 or on a combination of both are very expensive. deduced from face load factor KHE according to
Simple methods, however, are not exact, as a the relation
consequence of which estimations made to be
on the safe side mostly result in higher factors. KFE = (KHE (6)
For normal cylindrical gear teeth without longitu-
dinal correction, the face load factor can be cal-
culated according to method D in accordance 1.3.3.4 Transverse load factors
with /8/ dependent on facewidth b and reference The transverse load factors KHD and KFD take
diameter d1 of the pinion, as follows: into account the effect of the non-uniform distri-
bution of load between several pairs of simulta-
KHE = 1.15 + 0.18 (b / d1)2 + 0.0003 · b (5) neously contacting gear teeth. Under the condi-
tions as laid down in subsection 1.3.1, the result
for surface stress and for tooth root stress
with b = min (b1, b2). As a rule, the gear unit according to method B in accordance with /8/ is
manufacturer carries out an analysis of the load
distribution over the facewidth in accordance
with an exact calculation method /13/. If required, KHD = KFD = 1.0 (7)
he makes longitudinal corrections in order to
102 Siemens MD · 2009
Cylindrical Gear Units
Load Carrying Capacity of Involute Gears
1.3.4 Tooth flank load carrying capacity 1.3.4.1 Effective Hertzian pressure
The calculation of surface durability against The effective Hertzian pressure is dependent
pitting is based on the Hertzian pressure at on the load, and for pinion and wheel is equally
the pitch circle. For pinion and wheel the same derived from the equation
effective Hertzian pressure VH is assumed. It
must not exceed the permissible Hertzian pres-
sure VHP , i.e. VH ! VHP .
u+1 Ft
VH = ZE ZH ZE ZH KA Kv KHD KHE (8)
u d1 · b
ZE = cosE (9)
4 ï HD H
ZH = (1 ï HE) + E for HE < 1 (10)
3 H D Figure 17
Zone factor ZH depending on helix angle E as
10
well as on the numbers of teeth z1, z2, and
1 addendum modification coefficients x1, x2;
ZH = for HE " 1 (11) see table 4.
HD
1.3.4.2 Permissible Hertzian pressure pinion and wheel and are determined in the
The permissible Hertzian pressure is determined following.
by
The lubricant factor is computed from the
VHlim lubricating oil viscosity X40 according to table 4
VHP = ZL Zv ZX ZR ZW (12) using the following formula:
SH
For a gear pair with the same tooth flank hardness The following factors are of different size for
on pinion and wheel, the work hardening factor is pinion and wheel:
b1, b2 Facewidths of pinion and wheel acc. to
table 4. If the facewidths of pinion and
ZW = 1.0 (16)
wheel are different, it may be assumed
that the load bearing width of the wider
facewidth is equal to the smaller face-
The size factor is computed from module mn width plus such extension of the wider that
according to table 4 using the following formula:
does not exceed one times the module at
each end of the teeth.
ZX = 1.05 ï 0.005 mn (17) YFS1, Tip factors acc. to figure 19. They account
YFS2 for the complex stress condition inclusive
of the notch effect in the root fillet.
with the restriction 0.9 ! ZX ! 1.
Dn = 20 degree
ha0 = 1.35 · mn
!a0 = 0.2 · mn
Dn = 20 degree
ha0 = 1.4 · mn
YFS
!a0 = 0.25 · mn
Dpr0 = 10 degree
pr0 = 0.025 · mn
Dn = 20 degree
ha0 = 1.4 · mn
!a0 = 0.3 · mn 10
Dpr0 = 10 degree
pr0 = 0.0205 · mn
Figure 19
Tip factor YFS for external gears with standard basic rack tooth profile acc. to DIN 867
depending on the number of teeth z (or zn in case of helical gears) and addendum modification
coefficient x, see tables 4 and 5. The following only approximately applies to internal gears:
YFS = YFSf (| value for x = 1.0 and z = 300).
With the helix angle E acc. to table 4 and the SF Safety factor required against tooth
overlap ratio HE acc. to table 5 follows: breakage, see subsection 1.3.6.
0.75
YH = 0.25 + · cos2E (19)
HD
18CrNiMo7-6
with the restriction 0.625 ! YH ! 1 15CrNi6
16MnCr5
E
YE = 1 ï HE · (20)
120 !
with the restriction
YE " max. [(1 - 0.25 HE); (1ï E/120)].
1.3.5.2 Permissible tooth root stress
The permissible tooth root stress for pinion and Flank hardness HV1
wheel is determined by
Figure 20
VFlim Bending stress number VFlim of alloyed case
VFP = YST YGrelT YRrelT YX (21)
(SF) hardening steel, case hardened, depending
on the surface hardness HV1 of the tooth
VFP permissible tooth root stress in N/mm2. flanks and the material quality.
It is not equal for pinion and wheel if the material
ML modest demands on the material quality
strengths VFlim are not equal. Factors YST, YGrelT,
MQ normal demands on the material quality
YRrelT and YX may be approximately equal for
ME high demands on the material quality,
pinion and wheel.
see /11/
YST is the stress correction factor of the refer-
ence test gears for the determination of
the bending stress number VFlim. For 1.3.6 Safety factors
standard reference test gears, YST = 2.0 The minimum required safety factors according
has been fixed in the standard. to DIN are:
YGrelT is the relative sensitivity factor (notch against pitting SH = 1.0
sensitivity of the material) referring to the against tooth breakage SF = 1.3.
standard reference test gear. By approxi- In practice, higher safety factors are usual. For
mation YGrelT = 1.0. multistage gear units, the safety factors are de-
termined about 10 to 20% higher for the expen-
For the relative surface factor (surface rough-
sive final stages, and in most cases even higher
ness factor of the tooth root fillet) referring to the
for the cheaper preliminary stages.
standard reference test gear the following applies
by approximation, depending on module mn: Also for risky applications a higher safety factor is
given.
YRrelT = 1.00 for mn ! 8 mm
1.3.7 Calculation example
10 = 0.98 for 8 mm < mn ! 16 mm (22) An electric motor drives a coal mill via a multi-
= 0.96 for mn > 16 mm stage cylindrical gear unit. The low speed gear
stage is to be calculated.
and for the size factor
Given: Nominal power rating P = 3300 kW;
pinion speed n1 = 141 min-1; centre distance a =
YX = 1.05 ï 0.01 mn (23) 815 mm; normal module mn = 22 mm; tip diame-
ter da1 = 615.5 mm and da2 = 1100 mm; pinion
with the restriction 0.8 ! YX ! 1. and wheel widths b1 = 360 mm and b2 = 350 mm;
VFlim Bending stress number of the gear mate- numbers of teeth z1 = 25 and z2 = 47; addendum
rial. For gears out of case hardening steel, modification coefficients x1 = 0.310 and x2 =
case hardened, a range from 310 ... 520 0.203; normal pressure angle Dn = 20 degree;
N/mm2 is shown in figure 20 depending helix angle E = 10 degree; kinematic viscosity of
on the surface hardness of the tooth the lubricating oil X40 = 320 cSt; mean peak-to-
flanks and the material quality. Under the valley roughness Rz1 = Rz2 = 4.8 Pm.
conditions according to subsection 1.3.1, The cylindrical gears are made out of the mate-
a strength pertaining to quality MQ may rial 18CrNiMo7-6. They are case hardened and
be used as a basis for pinion and wheel, ground with profile corrections and width-sym-
see table on page 77. metrical crowning.
106 Siemens MD · 2009
Cylindrical Gear Units
Load Carrying Capacity of Involute Gears
Gear Unit Types
Calculation (values partly rounded): The safety factors against tooth breakage
Gear ratio u = 1.88; reference diameter of the pin- referring to the torque are SF = VFP/VF: for the
ion d1 = 558.485 mm; nominal circumferential pinion SF1 = 797/537 = 1.48 and for the wheel
force on the reference circle Ft = 800425 N; SF2 = 797/540 = 1.48.
circumferential speed on the reference circle
v = 4.123 m/s; base helix angle Eb = 9.391 1.4 Gear unit types
degree; virtual numbers of teeth zn1 = 26.08 and
1.4.1 Standard designs
zn2 = 49.03; transverse module mt = 22.339 mm;
In the industrial practice, different types of gear
transverse pressure angle Dt = 20.284 degree;
units are used. Preferably, standard helical and
working transverse pressure angle Dwt = 22.244
bevel-helical gear units with fixed transmission
degree; normal transverse pitch pet = 65.829 mm;
ratio and size gradation are applied. These sin-
base diameters db1 = 523.852 mm and db2 =
gle-stage to four-stage gear units according to
984.842 mm; length of path of contact gD =
the modular construction system cover a wide
98.041 mm; transverse contact ratio HD = 1.489;
range of speeds and torques required by the
overlap ratio HE = 0.879.
driven machines. Combined with a standard
Application factor KA = 1.50 (electric motor electric motor such gear units are, as a rule, the
with uniform mode of operation, coal mill with most economical drive solution.
medium shock load); dynamic factor Kv = 1.027; But there are also cases where no standard
face load factor KHE = 1.20 >acc. to equation (5) drives are used. Among others, this is true for
follows KHE = 1.326, however, because of high torques above the range of standard gear
symmetrical crowning the calculation may be units. In such cases, special design gear units
made with a smaller value@; KFE = 1.178; KHD = are used, load sharing gear units playing an
KFD = 1.0. important role there.
Load carrying capacity of the tooth flanks: 1.4.2 Load sharing gear units
Elasticity factor ZE = 190 "N!mm 2 ; zone fac- In principle, the highest output torques of
tor ZH = 2.342; helix angle factor ZE = 0.992; gear units are limited by the manufacturing
contact ratio factor ZH = 0.832. According to facilities, since gear cutting machines can
equation (8), the Hertzian pressure for pinion make gears up to a maximum diameter only.
and wheel is VH = 1251 N/mm2. Then, the output torque can be increased
Lubricant factor ZL = 1.047; speed factor ZV = further only by means of load sharing in the
0.978; roughness factor ZR = 1.018; work gear unit. Load sharing gear units are, however,
hardening factor ZW = 1.0; size factor ZX = 0.94. also widely used for lower torques as they
With the allowable stress number for contact provide certain advantages in spite of the larger
stress (pitting) VHlim = 1500 N/mm2, first the number of internal components, among others
permissible Hertzian pressure VHP = 1470 they are also used in standard design. Some
N/mm2 is determined from equation (12) without typical features of the one or other type are
taking into account the safety factor. described in the following.
The safety factor against pitting is found by SH =
1.4.3 Comparisons
VHP/VH = 1470/1251 = 1.18. The safety factor
In the following, single-stage and two-stage
referring to the torque is SH2 = 1.38.
gear units up to a ratio of i = 16 are examined. 10
For common gear units the last or the last and
Load carrying capacity of the tooth root:
the last but one gear stage usually come to
Contact ratio factor YH = 0.738; helix angle
approx. 70 to 80% of the total weight and also
factor YE = 0.927; tip factors YFS1 = 4.28 and
of the manufacturing expenditure. Adding further
YFS2 = 4.18 (for ha0 = 1.4 mn; !a0 = 0.3 mn;
gear stages in order to achieve higher trans-
Dpr0 = 10 degree; pr0 = 0.0205 mn). The effec-
mission ratios thus does not change anything
tive tooth root stresses VF1 = 537 N/mm2 for
about the following fundamental description.
the pinion and VF2 = 540 N/mm2 for the wheel
In figure 21, gear units without and with load
can be obtained from equation (18).
sharing are shown, shaft 1 each being the HSS
Stress correction factor YST = 2.0; relative
and shaft 2 being the LSS. With speeds n1 and
sensitivity factor YGrelT = 1.0; relative surface n2, the transmission ratio can be obtained from
factor YRrelT = 0.96; size factor YX = 0.83. With- the formula
out taking into consideration the safety factor,
the permissible tooth root stresses for pinion
and wheel VFP1 = VFP2 = 797 N/mm2 can be
i = n1 / n2 (24)
obtained from equation (21) with the bending
stress number VFlim = 500 N/mm2.
Siemens MD · 2009 107
Cylindrical Gear Units
Gear Unit Types
The diameter ratios of the gears shown in In gear unit D the load of the high-speed gear
figure 21 correspond to the transmission ratio stage is equally shared between three gears
i = 7. The gear units have the same output which is achieved by the radial movability of
torques, so that in figure 21 a size comparison the sun gear on shaft 1. In the low-speed gear
to scale is illustrated. Gear units A, B, and stage the load is shared six times altogether
C are with offset shaft arrangement, and gear by means of the double helical teeth and the
units D, E, F, and G with coaxial shaft arrange- axial movability of the intermediate shaft.
ment. In order to achieve equal load distribution be-
tween the three intermediate gears of gear units
E, F, and G the sun gear on shaft 1 mostly is ra-
dially movable. The large internal gear is an
annulus gear which in the case of gear unit E is
connected with shaft 2, and in the case of gear
units F and G with the housing. In gear units F
and G, web and shaft 2 form an integrated whole.
The idler gears rotate as planets around the cen-
tral axle. In gear unit G, double helical teeth and
axial movability of the idler gears guarantee
equal load distribution between six branches.
Fu
BL = (25)
b · dw
Ratio i Ratio i
a) Torque referred to size b) Torque referred to gear unit weight
10
Ratio i Ratio i
c) Torque referred to gear teeth surface d) Full-load efficiency
Figure 22
Comparisons of cylindrical gear unit types in figure 21 dependent on the transmission
ratio i. Explanations are given in table 7 as well as in the text.
For all gear units explained in figures 21 and 22, cylindrical gear units with rolling bearings. The
the same prerequisites are valid. For all gear efficiency as a quantity of energy losses results
units, the construction dimension D is larger than from the following relation with the input power
the sum of the pitch diameters by the factor 1.15. at shaft 1 and the torques T1 and T2
Similar definitions are valid for gear unit height
and width. Also the wall thickness of the housing
is in a fixed relation to the construction dimension !! 1
i
" T2
T1
" (27)
D /15/.
With a given torque T2 and with a load value BL
computed according to equation (26), the All gear units shown in figure 21 are based on
construction dimension D, the gear unit weight the same coefficient of friction of tooth profile
G, and the gear teeth surface A can be deter- Pz = 0.06. Furthermore, gears without adden-
mined by approximation by figure 22 for a given dum modification and numbers of teeth of the
transmission ratio i. However, the weights of pinion z = 17 are uniformly assumed for all gear
modular-type gear units are usually higher, since units /15/, so that a comparison is possible.
the housing dimensions are determined The single stage gear unit A has the best
according to different points of view. efficiency. The efficiencies of the two stage gear
Referred to size and weight, planetary gear units B, C, D, E, F, and G are lower because
units F and G have the highest torques at small the power flow passes two meshings. The inter-
ratios i. For ratios i < 4, the planet gear becomes nal gear pairs in gear units E, F, and G show
the pinion instead of the sun gear. Space require- better efficiencies owing to lower sliding velo-
ment and load carrying capacity of the planet cities in the meshings compared to gear units B,
gear bearings decrease considerably. Usually, C, and D which only have external gear pairs.
the planet gear bearings are arranged in the The lossfree coupling performance of planetary
planet carrier for ratio i < 4.5. gear units F and G results in a further improve-
Gear units C and D, which have only external ment of the efficiency. It is therefore higher than
gears, have the highest torque referred to size that of other comparable load sharing gear units.
and weight for ratios above i | 7. For planetary For higher transmission ratios, however, more
gear units, the torque referred to the gear teeth planetary gear stages are to be arranged in
surface is more favourable only in case of small series so that the advantage of a better efficiency
ratios, if compared with other gear units. It is to be compared to gear units B, C, and D is lost.
taken into consideration, however, that internal
gears require higher manufacturing expenditure 1.4.3.4 Example
than external gears for the same quality of manu- Given: Two planetary gear stages of type F
facture. arranged in series, total transmission ratio
The comparisons show that there is no optimal i = 20, output torque T2 = 3 · 106 Nm, load value
gear unit available which combines all advan- BL = 2.3 N/mm2. A minimum of weight is appro-
tages over the entire transmission ratio range. ximately achieved by a transmission ratio divi-
Thus, the output torque referred to size and sion of i = 5 · 4 of the HS and LS stage. At J1
weight is the most favourable for the planetary = 30 m mm2/kg and J2 = 45 m mm2/kg accord-
10 gear unit, and this all the more, the smaller the ing to figure 22 b, the weight for the HS stage
transmission ratio in the planetary gear stage. is approximately 10.9 t and for the LS stage
With increasing ratio, however, the referred approximately 30 t, which is a total 40.9 t. The
torque decreases considerably. For ratios above total efficiency according to figure 22 d is K =
i = 8, load sharing gear units having external 0.986 · 0.985 = 0.971.
gears only are more favourable because with In comparison to a gear unit of type D with the
increasing ratio the referred torque decreases same transmission ratio i = 20 and the same
only slightly. output torque T2 = 3 · 106 Nm, however, with a
With regard to the gear teeth surface, planetary better load value BL = 4 N/mm2 this gear unit
gear units do not have such big advantages if has a weight of 68.2 t according to figure 22
compared to load sharing gear units having with J = 11 m mm2/kg and is thus heavier by
external gears only. 67%. The advantage is a better efficiency of
K = 0.98. The two planetary gear stages of
1.4.3.3 Efficiencies type F together have a power loss which is by
When comparing the efficiencies, figure 22d, only 45% higher than that of the gear unit type D. In
the power losses in the meshings are taken into addition, there is not enough space for the
consideration. Under full load, they come to rolling bearings of the planet gears in the stage
approx. 85% of the total power loss for common with i = 4.
110 Siemens MD · 2009
Cylindrical Gear Units
Noise Emitted by Gear Units
Correction curve A
Frequency (Hz)
Figure 23
Correction curve according to DIN 45635 /16/ for the A-weighted sound
power level or sound pressure level
1.5 Noise emitted by gear units The reference values (e.g. p0 and P0) have been
determined in DIN EN ISO 1683. For the sound
1.5.1 Definitions pressure, the threshold of audibility of the human
Noise emitted by a gear unit ï like all other ear at 2 kHz has been taken as reference value
noises ï is composed of tones having differ- (p0 = 2 ·10-5 Pa). For the conversion of the sound
ent frequencies f. power applies (P0 = 10-12 W).
Measure of intensity is the sound pressure p
which is the difference between the highest In order to take into consideration the different
(or lowest) and the mean pressure in a sound sensitivities of the human ear at different
wave detected by the human ear. frequencies, the physical sound pressure value
The sound pressure can be determined for a at the different frequencies is corrected
single frequency or ï as a combination ï for according to rating curve A, see figure 23.
a frequency range (single-number rating). It A-weighted quantities are marked by subscript
is dependent on the distance to the source “A” (e.g. sound pressure Lp; A-weighted sound 10
of sound. pressure LpA).
In general, no absolute values are used but Apart from sound pressures at certain places,
amplification or level quantities in bel (B) or sound powers and sound intensities of a whole
decibel (dB). system can be determined.
Conversion of the absolute values is made for From the gear unit power a very small part is
the sound pressure using equation turned into sound power. This mainly occurs in
the meshings, but also on bearings, fan blades,
Lp = 20 · log(p/p0) [dB] (28) or by oil movements. The sound power is
transmitted from the sources to the outside gear
unit surfaces mainly by structure-borne noise
(material vibrations). From the outside surfaces,
and for the sound power using equation air borne noise is emitted.
Sound intensity
sound power can be converted to an average
level >dB(A)@
sound pressure for a certain place. The sound
pressure decreases with increasing distance
from the source of sound.
The sound intensity is the flux of sound power
through a unit area normal to the direction of
propagation. For a point source of sound it
results from the sound power LW divided Frequency (Hz)
by the spherical enveloping surface 4 · S · r2,
concentrically enveloping the source of sound. Figure 25
Like the sound pressure, the sound intensity One-third octave spectrum of a gear unit
is dependent on the distance to the source of (sound intensity level, A-weighted)
sound, however, unlike the sound pressure it is
a directional quantity.
The recording instrument stores the sound Bandwidth
pressure or sound intensity over a certain period
of time and writes the dB values in frequency
Sound intensity
coordinates).
Very small frequency ranges, e.g. 10 Hz or 1/12
octaves are termed narrow bands, see figure 24.
Frequency (Hz)
Figure 26
Octave spectrum of a gear unit
(sound intensity level, A-weighted)
(Frequency)
The total level (resulting from logarithmic
Figure 24
addition of individual levels of the recorded
Narrow band frequency spectrum for LpA
frequency range) is a single-number rating. The
(A-weighted sound pressure level)
total level is the common logical value for
at a distance of 1 m from a gear unit.
gear unit noises. The sound pressure level is
valid for a certain distance, in general 1 m from
10 Histograms occur in the one-third octave spec- the housing surface as an ideal parallelepiped.
trum and in the octave spectrum, see figures
25 and 26. In the one-third octave spectrum 1.5.2 Measurements
(spectrum with 1/3 octaves), the bandwidth The main noise emission parameter is the sound
results from power level.
3
fo / fu = 2, i.e. fo / fu = 1.26, 1.5.2.1 Determination via sound pressure
fo = fm . 1.12 and fu = fm / 1.12; DIN 45635 Part 1 and Part 23 describe how to
determine the sound power levels of a given
fm = mean band frequency, fo = upper band fre- gear unit /16/. For this purpose, sound pressure
quency, fu = lower band frequency. In case of levels LpA are measured at fixed points sur-
octaves, the upper frequency is twice as big rounding the gear unit and converted into sound
as the lower one, or power levels LWA. The measurement surface
fo = fm . 1.41 and fu = fm / 1.41. ratio LS is an auxiliary quantity which is depend-
ent on the sum of the measurement surfaces.
When the gear unit is placed on a reverberant
base, the bottom is not taken into consideration,
see example in figure 27.
112 Siemens MD · 2009
Cylindrical Gear Units
Noise Emitted by Gear Units
1.5.3 Prediction
It is not possible to exactly calculate in advance
Figure 27 the sound power level of a gear unit to be made.
Example of arrangement of measuring However, one can base the calculations on
points according to DIN 45635 /16/ experience. In the VDI guidelines 2159 /17/, for
example, reference values are given. Gear unit
In order to really detect the noise radiated by the manufacturers, too, mostly have own records.
gear unit alone, corrections for background noise The VDI guidelines are based on measurements
and environmental influences are to be made. carried out on a large number of industrial gear
They are estimated by measuring background units. Main influence parameters for gear unit
noises (caused by noise radiating machines in noises are gear unit type, transmitted power,
the vicinity) and the characteristics of the room manufacturing quality, and speed. In VDI 2159,
(reverberation time, resonances in the room) and a distinction is made between cylindrical gear
are used as correction values in the sound power units with rolling bearings, see figure 28, cylin-
calculation. If the background noises are too loud drical gear units with sliding bearings (high-
(limit values of correction factors are achieved), speed gear units), bevel gear and bevel-helical
this method can no longer be used because of gear units, planetary gear units, and worm gear
insufficient accuracy. units. Furthermore, information on speed varia-
tors can be found in the guidelines.
1.5.2.2 Determination via sound intensity Figure 28 exemplary illustrates a characteristic
The gear unit surface is scanned manually all diagram of emissions for cylindrical gear units.
around at a distance of, for instance, 10 cm, by Similar characteristic diagrams are also avail-
means of a special measuring device contain- able for the other gear unit types mentioned.
ing two opposing microphones. The mean of Within the characteristic diagrams, 50%- and
the levels is taken via the specified time, e.g. 80%-lines are drawn. The 80%-line means, for
two minutes. The sound intensity determined example, that 80% of the recorded industrial
in this way is the average sound energy flow gear units radiate lower noises.
penetrating the scanned surface. The sound The lines are determined by mathematical equa- 10
power can be determined by multiplying the tions. For the 80%-lines, the equations according
sound intensity by the scanned surface area. to VDI 2159 are:
Bevel gear and bevel-helical gear units 71.7 + 15.9 . log P / kW (dB)
Type: Cylindrical gear units with external teeth mainly (> 80%) having the following characteristic
features:
Housing: Cast iron housing
Bearing arrangement: Rolling bearings Logarithmic regression
LWA = 77.1 + 12.3 x log P/kW dB
Lubrication: Dip lubrication
Highly Flexible Ring Couplings, Highly Flexible Rubber Tyre Couplings 118
Highly Flexible Rubber Disk Couplings, Flexible Pin and Bush Couplings
11
Shaft couplings
Couplings Clutches
Figure 29
Overview of possible shaft coupling designs
Flange couplings
Torsionally rigid couplings
Connect two shafts ends torsionally rigid and
exactly centered to each other ! designed for
heavily stressed shafts ! not subject to wear
and require no maintenance ! suitable for both
directions of rotation
Nominal torque: 1 300 ... 180 000 Nm
on request
N-EUPEX
Flexible pin couplings
Universally applicable coupling for compensating
shaft displacements ! maximum operational relia-
bility owing to fail-safe device ! suitable for plug-
in assembly and simplified assembly of the design
consisting of three parts
Nominal torque: 19 ... 62 000 Nm
Brochure MD 10.1
N-EUPEX-DS
Flexible pin couplings
Disconnecting driving and driven machines upon
failure of flexible elements (without fail-safe de-
vice) ! universally applicable since combination
with all parts of the N-EUPEX product range is
possible
Nominal torque: 19 ... 21 200 Nm
Brochure MD 10.1
BIPEX
Flexible claw couplings
11
Fail-safe universal coupling ! very compact de-
sign, high power capacity ! very well suitable for
plug-in assembly and assembly into bell housing
! also with Taper bush for easy assembly and
bore adaptation
Nominal torque: 13.5 ... 3 700 Nm
Brochure MD 10.1
ELPEX
Highly flexible ring couplings
Coupling without torsional backlash ! can be used
for large shaft misalignments ! suitable for high
dynamic loads, good damping properties
Nominal torque: 1 600 ... 90 000 Nm
Brochure MD 10.1
ELPEX-B
Highly flexible rubber tyre couplings
Coupling without torsional backlash ! compensat-
ing very large shaft misalignments ! the rubber
tyre can be easily replaced without the need
to move the coupled machines ! easy mounting
on the shafts to be connected by means of Taper
bushes
Nominal torque: 24 ... 14 500 Nm
Brochure MD 10.1
ELPEX-S
Highly flexible rubber disk couplings
For connecting machines having a very non-
uniform torque characteristic ! very easy plug-in
assembly ! replacement of rubber disk element
is possible without the need to move the coupled
machines ! flange with dimensions acc. to SAE
J620d
Nominal torque: 330 ... 63 000 Nm
Brochure MD 10.1
11 RUPEX
Flexible pin and bush couplings
Fail-safe universal coupling for medium up to high
torques, absorbing large shaft displacements !
compact design, low weights and mass moments
of inertia ! suitable for plug-in assembly
Nominal torque: 200 ... 1 300 000 Nm
Brochure MD 10.1
Brochure MD 10.1
ARPEX - AKR
Torque limiters
On reaching the preset disconnecting torque, the
torque limiter separates the coupled drive compo-
nents both during slow and fast rising torques ! after
the disengagement process the coupling halves
are out of contact, so that a wear-free running down
can be realized
Nominal torque: 10 ... 75 000 Nm
Brochure MD 10.11
ARPEX - ART
High-speed couplings
Were designed for the energy and petrochemical
industries and marine propulsion drives ! are used
for all high-speed purposes where reliable power
transmission is required even with unavoidable
shaft misalignment ! meet the requirements of
API 671
Nominal torque: 1 000 ... 535 000 Nm
Brochure MD 10.9
Brochure MD 10.5
ARPEX - ARM
Miniature couplings
Designed for applications with very low torques
! fields of application: control systems, machine
tools, computer technology, tacho drives, measuring
and registering systems, printing and packaging
machines, stepping and servomotors, test stands
Nominal torque: 5 ... 25 Nm
Brochure MD 10.10
ZAPEX-ZW
Gear couplings
Double-jointed coupling compensating angular, par-
allel and axial misalignment of shafts ! long-term
lubrication is ensured by design measures and
by using special seals ! small dimensions; can be
used for high shock loads ! available in many
types and variants
Nominal torque: 1 300 ... 7 200 000 Nm
Brochure MD 10.1
ZAPEX-ZI
Universal gear couplings
Double-jointed gear coupling with hobbed and
crowned external gear teeth and low torsional back-
lash ! largest possible bore range with grease lubri-
cated gear teeth ! mounting dimensions in metric
and inch measures acc. to international standards
Nominal torque: 850 ... 125 000 Nm
Brochure MD 10.1
11 PLANOX
Multiple disk clutches
Constant torque transmission by means of contact
pressure ensured by springs ! many applications
possible owing to mechanical, electrical, pneumatic
or hydraulic disengaging devices ! protects drives
against overloading
Nominal torque: 10 ... 30 000 Nm
on request
FLUDEX
Fluid couplings
Soft starting without shocks and acceleration of
large masses during a load-relieved start of mo-
tor ! torque limitation during starting and overload
! excellent vibration separation and shock damping
! torque transmission without wear
Nominal power ratings: 0.5 ... 2 500 kW
Brochure MD 10.1
UZWN
Overrunning clutches
Overrunning clutches allow to drive shafts and
machines first by means of an auxiliary drive at
low speed for startup and then by means of the
main drive at higher speeds for full-load operation,
the auxiliary drive then being shut off by over-
running.
Nominal torque: 9 000 ... 100 000 Nm
SECUREX
Torque limiters
With SECUREX, Siemens provides a unique modular system of mechanical torque limiters.
Owing to a variety of possibilities to combine standard components, the functions Protection
from overload as well as Compensation of shaft misalignment can be fulfilled with just one
compact unit.
With the development of SECUREX, Siemens has concentrated its experiences gained over 11
decades in the fields of both overload protection and compensation of shaft misalignments in
one product line.
SECUREX is based on the wide range of FLENDER standard couplings of different basic types
and on standardized safety elements. With this combination, economical coupling solutions can be
realized.
With the modular SECUREX system, Siemens has focused on its core competence in the
torque range of up to 1,500,000 Nm and benefits from its rich fund of knowledge and experience
gained from application- and product-related R&D (e.g. sliding hubs in the wind energy industry,
shear pin solutions in rolling mills, torque limiters in extruder applications, etc.).
Brochure K 440
N-EUPEX
Flexible pin couplings
! Tried and tested drive element in millions of
pump drives
! Good value for money, reliable, available world-
wide Type A
! Complete application-oriented assortment! In
addition to the fail-safe standard design, a
variant without fail-safe device is available -
especially developed for hazardous locations
Type H
Katalog MD 10.1
ARPEX - ARP
All-steel couplings
Were specially designed for pump drives
! Meet the requirements of API 610
11 ! Design according to API 671, “NON-SPARKING”
and certified acc. to directive 94/9/EC (ATEX 95)
also available
Katalog MD 10.1
on request
on request
FLUDEX
Fluid couplings in combination
with other couplings
! Fluid coupling with slip between 2 and 3%.
Peak torques caused by gusts of wind are
compensated
! Combination with RUPEX coupling for small
shaft misalignments
! Combination with articulated joint rubber cou-
pling or ARPEX coupling for large shaft misa-
lignments
on request
on request
ARPEX
All-steel couplings
! Design with hexagonal or square disc pack for
very large shaft misalignments
11 ! Optionally with slip hub for limiting the torque
load in case of generator short-circuit
! Light spacer out of glass-fibre compound ma-
terial for lightning insulation
! Conical bolt connection of disc packs for easy
assembly
on request
Vibrations Page
12
Further, a distinction is made between free vibrations the frequency of which is deter-
vibrations and externally forced vibrations, and mined only by the characteristics of the
whether the vibration takes place without energy spring/mass system (natural frequency), figure
losses (undamped) or with energy losses 32 a.
(damped). The vibration variation with time x can be
A vibration is free and undamped if energy described by the constant amplitude of
is neither supplied nor removed by internal oscillation A and a harmonic function (sine,
friction so that the existing energy content cosine) the arguments of which contain na-
of the vibration is maintained. In this case tural radian frequency Z = 2 · S · f (f = natural
the system carries out steady-state natural frequency in Hertz) and time, see figure 31.
Amplitude Amplitude
Vibration
Period 12
x = A · sinZ · t x = A · sin (Z · t + D)
A = Amplitude D = Phase angle
Z = Radian frequency
t = Time
Figure 31
Mathematical description of an undamped vibration with and without phase angle
A damped vibration exists, if during each pe- grows until the energy supplied by the excita-
riod of oscillation a certain amount of vibra- tion force and the energy converted into heat
tional energy is removed from the vibration by the damping energy are in equilibrium. Reso-
generating system by internal or external friction. nance points may lead to high loads in the
If a constant viscous damping (Newton’s friction) components and therefore are to be avoided
exists, the amplitudes of oscillation decrease or to be quickly traversed (example: natural
in accordance with a geometric progression, bending frequency in high-speed gear units).
figure 32 b. All technical vibration generating The range of the occurring amplitudes of oscil-
systems are subject to more or less strong lation is divided by the resonance point (natural
damping effects. frequency = excitation frequency, critical vibra-
tions) into the subcritical and supercritical oscil-
lation range. As a rule, for technical vibrating
systems (e.g. drives), a minimum frequency
Displacement x distance of 15% or larger from a resonance
point is required.
Technical vibrating systems often consist of
several masses which are connected with
a) each other by spring or damping elements.
Undamped Such systems have as many natural frequen-
vibration cies with the corresponding natural vibration
(G = 0) modes as degrees of freedom of motion. A
free, i.e. unfixed torsional vibration system
with n masses, for instance, has n-1 natural
frequencies. All these natural frequencies can
be excited to vibrate by periodic external or
b) internal forces, where mostly only the lower
Damped natural frequencies and especially the basic
vibration frequency (first harmonic) are of importance.
(G > 0) In technical drive systems, vibrations are excited
by the following mechanisms:
a) From the input side:
c) Starting processes of electric motors, system
Stimulated short circuits, Diesel and Otto engines, tur-
vibration bines, unsteady processes, starting shock
(G < 0) impulses, control actions.
b) From transmitting elements:
Time t Meshing, unbalance, universal-joint shaft,
alignment error, influences from bearings.
Figure 32 c) From the output side:
Vibration variations with time (A = initial Principle of the driven machine, uniform, non-
amplitude at time t = 0; G = damping constant) uniform, e.g. piston compressor, propeller.
systems with one or more masses, however, ble couplings can be designed dynamically
solutions can be calculated only with the aid in accordance with DIN 740 /18/. In this stand-
of numerical simulation programmes. This ard, simplified solution proposals for shock-
applies even more to vibrating systems with loaded and periodically loaded drives are
non-linear or periodic variable parameters made, the drive train having been reduced
(non-linear torsional stiffness of couplings; to a two-mass vibration generating system.
periodic meshing stiffnesses). With EDP pro-
grammes, loads with steady as well as un-
steady excitation can be simulated for com- 3.2 Solution proposal for simple torsional
plex vibrating systems (linear, non-linear, vibrators
parameter-excited) and the results be repre- Analytic solution for a periodically excited one-
sented in the form of frequency analyses, load (fixed) or two-mass vibration generating system,
as a function of time, and overvoltages of figure 33.
resonance. Drive systems with torsionally flexi-
Figure 33
Torsional vibrators
J, J1, J2 = mass moment of inertia [kgm2]
c = torsional stiffness [Nm/rad]
k = viscous damping [Nms/rad]
M (t) = external excitation moment [Nm], time-variable
! = angle of rotation [rad], ( M = M1 ï M2 for two-mass vibration generating systems
as relative angle)
.
!.. = angular velocity [rad/s] (first time derivation of M)
! = angular acceleration [rad/s2] (second time derivation of M)
2" # 20 J1 " J2
2" # 20 S
2.D.K
Static spring characteristic for Phase angle: tan H = (47)
one load cycle 1 ï K2
Frequency ratio: #
%!! (48)
0
12
c) Magnification factor
M0 *
Figure 34 Mp = . V . cos (: . t ï H (51)
Damping hysteresis of a torsionally c
flexible component 1 $^ p
V! ! ^ ! M (52)
#(1 " % 2) 2 % 4D2 $ % 2 $ stat M *0
130 Siemens MD · 2009
Vibrations
Solution of the Differential Equation of Motion
Formulae for the Calculation of Vibrations
!^ p = vibration amplitude of forced vibration The magnification factor shows the ratio of
^
the dynamic and static load and is a measure
! stat = vibration amplitude of forced vibration at for the additional load caused by vibrations
a frequency ratio K = 0. (figure 35).
Phase displace-
Magnification factor V
ment angle H
Figure 35
Magnification factors for forced, damped
and undamped vibrations at periodic mo-
ment excitation (power excitation).
Magnification factors V and phase dis-
#
Frequency ratio ! " ! $ placement angle H.
0
D %.S.L S.G
J= . D4 c= . D4
32 32 L
L
Hollow
cylinder
%.S.L S.G
d D J= . (D4 ï d4) c= . (D4 ï d4)
32 32 L
L
Cone %.S.L .
D15 ï D25 3.S.G .
(D13 . D23)
J= c=
D1 D2 160 D1 ï D2 32 L (D12 + D1D2 + D22)
L 12
Hollow cone J=
%.S.L
160
. # D15 ï D25
D1 ï D2
c=
3.S.G
32 L
.
(D13 . D23)
(D12 + D1D2 + D22)
D1 d1 d2 D2
L
ï
5
d1 ï d2
d1 ï d2
5
$ ï
(d13 . d23)
(d12 + d1d2 + d22)
Torsion bar
c =
G . ,p
l
" ! Nm
rad ,p = second polar
moment of area
S . d4 l = length
Shaft: ,p =
32 d, di, da = diameters of
S 4 4
shafts
Hollow shaft: ,p = ( da ï di )
32
Tension bar
E = modulus of
c’ =
E.A
l
" ! N
m A
elasticity 1)
= cross-sectional area
Cantilever beam
c’ =
F
f
=
3 . E . ,a
l3
" ! N
m
F
f
= force
= deformation at centre
S . d4 of mass under
Shaft: ,a = force F
64
,a = second axial
S 4 4 moment of area
Hollow shaft: ,a = ( da ï di )
64
Transverse beam (single
load in the middle)
c’ =
F
f
=
48 . E . ,a
l3
" !
N
m
Transmission ratio:
n1 reference speed
i = = (57)
n2 speed
Slope =
static Conversion of stiffnesses cn2 and masses Jn2
stiffness with speed n2 to the respective values cn1 and
Jn1 with reference speed n1:
1
Torsion: fe =
2S
c
J
(60)
fe ! 1
2!
$ c
J1 " J2
J1 # J2
(61)
Translation, Bending : f e ! 1
2!
$ c%
m
(62) fe ! 1
2!
$c% m1 " m2
m1 # m2 (63)
b) Natural bending frequencies of shafts sup- Table 10 O-values for the first three natural
ported at both ends with applied masses frequencies, dependent on mode of fixing
with known deformation f due to the dead
weight. Bearing application O1 O2 O3
fe !
q
2!
$gf [Hz& (64) 1.875 4.694 7.855
velocity) or frequency-selective. The struc- sible”. If vibration velocities are in the “non-
ture-borne noise signal reflects besides the permissible” range, measures to improve the
torque load in the shafts also unbalances, vibrational state of the machine (balancing, im-
alignment errors, meshing impulses, bearing proving the alignment, replacing defective
noises, and possibly developing machine machine parts, displacing the resonance) are
damages. required, as a rule, or it has to be verified in
To evaluate the actual state of a machine, VDI detail that the vibrational state does not
guideline 2056 1) or DIN ISO 10816-1 /19, 20/ impair the service life of the machine (expe-
is consulted for the effective vibration velocity, rience, verification by calculation).
as a rule, taking into account structure-borne Structure-borne noise is emitted from the ma-
noise in the frequency range between 10 and chine surface in the form of airborne noise
1,000 Hertz. Dependent on the machine sup- and has an impact on the environment by
port structure (resilient or rigid foundation) and the generated noises. For the evaluation of
power transmitted, a distinction is made be- noise, sound pressure level and sound inten-
tween four machine groups (table 11). Depend- sity are measured. Gear unit noises are
ent on the vibration velocity, the vibrational state evaluated according to VDI guideline 2159 or
of a machine is judged to be “good”, “ac- DIN 45635 /17, 16/, see subsection 1.5.
ceptable”, “still permissible”, and “non-permis-
Table 11 Boundary limits acc. to VDI guideline 2056 1) for four machine groups
Page
13
/1/ DIN 3960: Definitions, parameters and equations for involute cylindrical gears and gear pairs.
March 1987 edition. Beuth Verlag GmbH, Berlin
/2/ DIN 3992: Addendum modification of external spur and helical gears. March 1964 edition.
Beuth Verlag GmbH, Berlin
/3/ DIN 3993: Geometrical design of cylindrical internal involute gear pairs; Part 3. August 1981
edition. Beuth Verlag GmbH, Berlin
/4/ DIN 3994: Addendum modification of spur gears in the 05-system. August 1963 edition. Beuth
Verlag GmbH, Berlin
/5/ Niemann, G. und Winter, H.: Maschinenelemente, Band II, Getriebe allgemein, Zahnradge-
triebe-Grundlagen, Stirnradgetriebe. 3rd edition. Springer Verlag, Heidelberg, New York,
Tokyo (1985)
/6/ Sigg, H.: Profile and longitudinal corrections on involute gears. Semi-Annual Meeting of the
AGMA 1965, Paper 109.16
/7/ Hösel, Th.: Ermittlung von Tragbild und Flankenrichtungskorrekturen für Evolventen-Stirn-
räder, Berechnungen mit dem FVA-Programm “Ritzelkorrektur”, Zeitschrift Antriebstechnik
22, (1983) Nr. 12
/10/ DIN 3990: Calculation of load capacity of cylindrical gears. Application standard for industrial
gears.
Part 11: Detailed method; February 1989 edition
Part 12: Simplified method; Draft May 1987
Beuth Verlag GmbH, Berlin
/14/ Niemann, G.: Maschinenelemente 2. Bd., Springer-Verlag Berlin, Heidelberg, New York, 1965
/18/ DIN 740: Flexible shaft couplings. Part 2. Parameters and design principles. August 1986
edition; Beuth Verlag GmbH, Berlin
/20/ DIN ISO 10816-1: Mechanical vibration - Evaluation of machine vibration by measurements
on non-rotating parts. August 1997 edition; Beuth Verlag GmbH, Berlin
13
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