AGMA-6109-A00-2000.pdf

ANSIAGMA 6109-AO0 Metric Edition (Revision of ANSIIAGMA 601 9-E89 and 6021 -G89) AMERICAN NATIONAL STANDARD Standard for Gearmotor, Shaft Mounted and Screw Conveyor Drives AGMA STANDARD Copyright American Gear Manufacturers Association Provided by IHS under license with AGMA Licensee=IHS Employees/1111111001, User=Wing, Bernie Not for Resale, 04/18/2007 03:22:59 MDTNo reproduction or networking permitted without license from IHS -,-,- American National Standard for Gearmotor, Shaft Mounted and Screw Conveyor Drives ANWAGMA 6109-AO0 Metric Edition Revision of ANWAGMA 601 9-E89 and 6021 -G891 Standard Approval of an American National Standard requires verification by ANSI that the require- ments for due process, consensus, and other criteria for approval have been met by the standards developer. Consensus is established when, in the judgment of the ANSI Board of Standards Review, substantial agreement has been reached by directly and materially affected interests. Substantial agreement means much more than a simple majority, but not necessarily una- nimity. Consensus requires that all views and objections be considered, and that a concerted effort be made toward their resolution. The use of American National Standards is completely voluntary; their existence does not in any respect preclude anyone, whether he has approved the standards or not, from manufacturing, marketing, purchasing, or using products, processes, or procedures not conforming to the standards. The American National Standards Institute does not develop standards and will in no circumstances give an interpretation of any American National Standard. Moreover, no person shall have the right or authority to issue an interpretation of an American National Standard in the name of the American National Standards Institute. Requests for interpre- tation of this standard should be addressed to the American Gear Manufacturers Association. CAUTION NOTICE: AGMA technical publications are subject to constant improvement, revision, or withdrawal as dictated by experience. Any person who refers to any AGMA technical publication should be sure that the publication is the latest available from the As- sociation on the subject matter. Fables or other self-supporting sections may be quoted or extracted. Credit lines should read: Extracted from AGMA 6109-A00, Standard for Gearmotor, Shaft Mounted and Screw Conveyor Drives, with the permission of the publisher, the American Gear Manufacturers Association, 1500 King Street, Suite 201, Alexandria, Virginia 2231 4.1 Approved February 23,2000 ABSTRACT This standard presents methods for rating gearmotors, shafl mounted reducers and screw conveyor drives containing spur, helical, bevel and worm gears. Included is information on pitting resistance and bending strength rating, lubrication, component ratings, thermal rating, storage and installation. Published by American Gear Manufacturers Association 1500 King Street, Suite 201, Alexandria, Virginia 22314 Copyright O 2000 by American Gear Manufacturers Association All rights reserved. No part of this publication may be reproduced in any form, in an electronic retrieval system or otherwise, without prior written permission of the publisher. Printed in the United States of America ISBN: 1-55589-760-6 ii Copyright American Gear Manufacturers Association Provided by IHS under license with AGMA Licensee=IHS Employees/1111111001, User=Wing, Bernie Not for Resale, 04/18/2007 03:22:59 MDTNo reproduction or networking permitted without license from IHS -,-,- AMERICAN NATIONAL STANDARD ANSIIAGMA 6109-AO0 Contents Page Foreword . v 1 Scope 1 . 2 Normative references 1 3 Symbols and terms 2 4 Application and design considerations . 4 6 Gear rating criteria 7 7 Thermal power rating 8 8 Componentdesign . 19 9 Application classification 23 10 Overhungload . 25 11 Lubrication and lubricants . 25 12 Sound and vibration 28 13 Relative shaft rotations . 28 14 Ratios and output speeds for gearmotors 28 15 Sizes. designations and ratios for shaft mounted gear drives . 30 16 Screw conveyor drive dimensions 31 17 Marking and identification . 31 18 Storage . 32 19 Installation 33 Tables 5 Unitrating 6 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 Symbols . 2 Factors for calculating M1 . 11 Exponents for calculation of M1 12 Factor f2 for cylindrical roller bearings . 12 Bearing dip factor. fo 16 Heat transfer coefficient. k. for gear drives with fan cooling . 18 Ambient temperature modifier. Bref . 18 Ambient air velocity modifier. BV 18 Altitude modifier. BA 18 Maximum allowable oil sump temperature modifier. BT 18 Operation time modifier. BD 19 Shaft diameter tolerances for metric shafts 22 Shaft diameter tolerances for inch shafts 22 Overhung load factor. Kot, . 25 Output speeds for preferred gearmotor ratios 29 Standard sizes and maximum bores 30 Screw conveyor drive shaft dimensions . 31 Screw conveyor drive mounting dimensions . 32 Factorsf3andf4 . 17 Servicefactor. KsF . 23 Nominalratios . 30 Figures 1 Tapered roller bearing load equations . 13 2 Seal friction torque . 15 3 Bearing dip 5 Driveshaftdimensions 31 6 Screw conveyor drive mounting dimensions . 32 16 4 Standarddesignations 30 iii Copyright American Gear Manufacturers Association Provided by IHS under license with AGMA Licensee=IHS Employees/1111111001, User=Wing, Bernie Not for Resale, 04/18/2007 03:22:59 MDTNo reproduction or networking permitted without license from IHS -,-,- ANSIIAGMA 6109-AO0 Annexes AMERICAN NATIONAL STANDARD A Application classification and class numbers . 37 B Illustrative examples 45 C Recommended bore sizes for shafl mounted drives . 55 D Bevel gear mesh and gear windage power losses 57 E Worm gear mesh power losses 59 Bibliography 61 iv Copyright American Gear Manufacturers Association Provided by IHS under license with AGMA Licensee=IHS Employees/1111111001, User=Wing, Bernie Not for Resale, 04/18/2007 03:22:59 MDTNo reproduction or networking permitted without license from IHS -,-,- AMERICAN NATIONAL STANDARD ANSIIAGMA 6109-AO0 Foreword r h e foreword, footnotes and annexes, if any, in this document are provided for informational purposes only and are not to be construed as a part of ANWAGMA Standard 61 09-A00, Standard for Gearmotor, Shaft Mounted and Screw Conveyor Drives. This standard revises, combines and supersedes two previous independent standards, ANWAGMA 601 9-E89, Standard for Gearmotors Using Spur, Helical, Herringbone, Straight Bevel or Spiral Bevel Gears and ANSVAGMA 6021 -G89, Standard for Shaft Mounted and Screw Conveyor Drives Using Spur, Helical and Herringbone Gears. It presents general guidelines and practices for design, rating and lubrication of gearmotors, shaft mounted and screw conveyor drives. This standard was revised to include the latest data available using current gear technology and includes operational experience. Also, this revision conforms to the American Gear Manufacturers Association style manual. A comprehensive thermal rating procedure has been added to this standard. The allowable stress numbers used in this standard are derived from ANSVAGMA 21 O 1 -C95, Fundamental Rating Factors and Calculation Methods for Involute Spur and Helical Gear Teeth, and, along with other rating factors, provide a rating basis for enclosed gear reducers and increasers. The rating formulas are based on many years of experience in the design and application of enclosed gear drives for industrial use. Provisions are included in this standard for using stress cycle factors other than 1 .O to adjust the rating for extended or reduced life. The competence to design enclosed gear drives, especially the knowledge and judgment required to properly evaluate the various rating factors, comes primarily from years of experience in designing, testing, manufacturing and operating similar gear drives. The proper application of the general rating formulas for enclosed gear drives is best accomplished by those experienced in the field. This standard, ANSVAGMA 6109-A00, was approved by the Gearmotor and Shaft-Mounted Units Committee as of July 20, 1999. It was approved by the AGMA Membership as of October 9, 1999 and was adopted as a National Standard by the American National Standard Institute (ANSI) on February 23, 2000. Suggestions for improvement of this standard will be welcome. They should be sent to the American Gear Manufacturers Association, 1500 King Street, Suite 201, Alexandria, Virginia 2231 4. V Copyright American Gear Manufacturers Association Provided by IHS under license with AGMA Licensee=IHS Employees/1111111001, User=Wing, Bernie Not for Resale, 04/18/2007 03:22:59 MDTNo reproduction or networking permitted without license from IHS -,-,- ANSIIAGMA 6109-AO0 AMERICAN NATIONAL STANDARD PERSONNEL of the AGMA Gearmotor and Shaft-Mounted Units Committee, 6c Chairman: Allyn E. Phillips . Rockwell Automation/Dodge ACTIVE MEMBERS J.A. Bentley Peerless-Winsmith, Inc. J.V. Lisiecki . The Falk Corporation D. McCarthy Dorris Company, Inc. B.W. Shirley Emerson Power Transmission Corp. G. Thomas . Bison Gear - extended or shortened life; - intermittent operation; - increased thermal capacity; - increased external load capacity. 4.1 Momentary load Gear drives designed and selected in accordance with this standard permit the following peak load conditions: (1) The frequency shall not exceed four peaks per eight hour period with a duration up to two seconds for each peak. (2) The magnitude of peak load shall not exceed the following values: classification 200% of motor rating 280% of motor rating III 400% of motor rating 4.2 Rating factors The allowable stress numbers for gear tooth ratings and the allowable stresses for component ratings are maximum allowable values. Less conservative values for these and other rating factors shall not be used unless expressly permitted in this standard. Material properties, manufacturing considerations or experience may indicate that more conservative rating factors be used. 4.3 System analysis This standard assumes that within the operating speed range, the system of connected rotating parts is compatible and free from critical speeds and torsional or other types of vibration, no matter how induced. The gear drive designer or manufacturer is not responsible for the system analysis. 4.4 Cold temperature operation If units are to be operated below -30“ C, care must be given to select materials which have adequate impact properties at the operating temperature. Consideration should be given to: - low temperature impact strength; - fracture appearance transition or nil ductility temperature specification for impact testing; - reduce carbon content to less than 0.4 percent; - use of higher nickel alloy steels. 4.5 Inertia effects Normally, in designing a gear drive which may be used in a variety of applications, a manufacturer cannot anticipate what magnitude of inertias will be incorporated into the final system application. When sizing a gear drive for an application, the effects of system inertia should be considered to ensure adequate performance of the gear drive. Both motor and driven equipment inertias must be considered when performing an analysis and should be considered during acceleration and deceleration. 4.5.1 Large motor inertia - small driven inertia In starting, most of the torque generated by the electric field of the motor is used to accelerate the motor rotor which results in relatively low torque loads on the gear drive. Sudden stops of the driven inertia result in high shock loads on the gear drive due to the rapid deceleration of the large motor inertia. 4.5.2 Small motor inertia - large driven inertia In starting, most of the torque generated by a motor with high starting torque characteristics, passes through the gear drive to accelerate the driven equipment, resulting in high loads on the gear drive. Sudden stops result in high loads on the driven equipment. There is a lesser effect passed through the gear drive due to the relatively low motor inertia. 4.5.3 Other inertia considerations When designing a system, if these effects are considered in the early stages, it may be possible to tune the system to accommodate likely operating conditions. For example, if a system is to be started frequently, it may be possible to select a motor with high inertia, or if a system is expected to encounter frequent jams, a small motor inertia may be pre- ferred. Other considerations may be to include a flywheel in the system, increase the service factor or 5 Copyright American Gear Manufacturers Association Provided by IHS under license with AGMA Licensee=IHS Employees/1111111001, User=Wing, Bernie Not for Resale, 04/18/2007 03:22:59 MDTNo reproduction or networking permitted without license from IHS -,-,- ANSIIAGMA 6109-AO0 AMERICAN NATIONAL STANDARD soften the system with various types of couplings or V-belts. When a brake is used to decelerate a motor, the torques are similar to those that occur during starting. See 9.2.1. 4.6 Additional application and design considerations For additional application and design considerations such as metallurgy, residual stress and manufacturing tolerances, refer to ANSVAGMA 21 o1 -c95. 5 Unit rating Throughout this standard the term “unit rating” is defined as the power that can be transmitted considering both internal and external loads without exceeding the lowest individual rating of the following: - gearing; - thermal rating; - housing; - shafting; - keys; - bearings; - threaded fasteners; - motor connection for gearmotors; and any other component of the basic gear drive and auxiliary components. The effects of both torque and external loads at the peak load conditions shall be considered. Pitting resistance, bending strength and wormgear durability ratings for all gearing are to be in accordance with the appropriate reference standard. 5.1 External loading External loads shall be considered as acting in directions and rotations producing the most unfavor- able conditions of stress and life, unless more specific information is available. The allowable external loads, overhung load and thrust load shall be based upon the weakest of shafts, bearings, housings, bearing retainers, bolts or other related components. These components shall allow for peak loads of 200 percent of the Class I mechanical rating. The manufacturer should be consulted when overhung and thrust loads occur simultaneously. The allowable overhung load values shall be accom- panied by stipulation of the load center location at which the value is applicable. The load center is usually designated as one shaft diameter measured outward from the face of the housing or housing com