Specific Design of Critical Drivetrain Component.
Hnatik, Jan ; Kroft, Lubos
Specific Design of Critical Drivetrain Component.
1. Introduction
The automotive industry is one of the fastest-growing sectors with
a major influence on economy in many countries. The trends of recent
years include not only production of brand new cars but also restoration
of older vehicles referred to as classic cars. Those active in this
field are not only individuals but companies as well, particularly in
the recent period.
Their motivations are varied but the restoration activities
generally fall into three groups. The first one is restoration to the
vehicle's original condition, the second one involves restoration
and conversion of the vehicle into a special classic car for racing and
the last comprises adaptation to modern trends--tuning.
The latter two types of restoration also involve efforts to improve
the properties of the vehicle. In this respect, there is a difference
between restoration of old cars and modification of volume-produced
modern cars. Parts which can further improve vehicle properties are not
generally available for classic cars.
Design, production and testing of a new steering pinion for a Skoda
130 RS, which should have better features than the standard component,
was the aim of project that is described in following article. New
steering pinion, must be compatible with the original steering system
while achieving a shorter steering ratio.
Component pinion with involute teeth is, complicated component from
several aspects. An essential consideration is the service life of the
pinion and especially the teeth that are the most stressed. For the new
type of pinion, it is necessary to choose default material, heat
treatment, and finishing operation. The issue of the life service of the
gear deals in work with the sources [9] and [10]. Paper with filename
"Failure analysis of a pinion" deals with the reason for the
rupture of the teeth of the influence of fatigue. Article entitled
"Engineering Failure Analysis" on the contrary, addresses the
failure of the teeth from the point of view of material and its heat
treatment.
For the calculation, design and construction of the new pinion
information and formulas from sources [3] and [4] were used. Another
important aspect is the machining. The chosen strategy has significant
impact on the functional characteristics of the new component. For this
reason, the results are quoted in the article "The Influence of
Different Types of Copy Milling on the Surface Roughness and Tool Life
of End Mills" [2], a very beneficial. Based on them it's
possible to design new machining strategy.
2. Proposal for a new pinion
As mentioned above, the production of parts for classic vehicles is
by far less common than for modern cars. The first parts are not
generally available in today's market. Difficulties also arise from
the fact that when a part is designed for today's cars, the entire
assembly is de-signed at the same time, thanks to which the vehicle
properties are improved. By contrast, when a part is being made for a
classic vehicle, the resultant assembly comprises original parts and
only the part in question is adapted. This is another reason why the
opportunities for improvement are considerably limited here.
Therefore, when a new part is to be designed, one has to collect as
much information as possible on the original assembly. It becomes yet
another challenge because documentation on classic carts is very
difficult to find. One often has to turn to reverse engineering to such
obtain information.
2.1 Specifications
The controllability of a vehicle is of key importance.
Unfortunately, a car as a whole is a complex system of interacting
elements. Controllability is therefore governed by numerous components,
such as wheel suspension, shock absorbers, springs, wheels as such and
many others. The steering per se is just one of the many factors that
play a role in controllability. However, its design determines the
steering ratio. This parameter can be expressed as the number of
steering wheel revolutions required for lock-to-lock movement of wheels.
Steering ratio is a very important factor for manoeuvring at high speeds
and through sharp turns in rallies and track races.
Steering ratio can be reduced by several methods. However, this
pinion design is not intended for standard cars, which means that the
options are rather limited here. The steering assembly is simple in
principle. It consists of the steering housing in which the rotational
movement of the steering wheel is transmitted by the steering pinion to
the rack. The rack has at its ends tie rods which control the
vehicle's axle. The entire system is shown in detail in Fig. 2. [1]
The conclusion from the analysis is that the steering pinion
represents the only acceptable route for dealing with the issue. This is
because if the number of teeth on the steering pinion is increased, the
gear ratio increases and the steering ratio becomes lower. For this to
be accomplished, the part must be compatible with the original steering
system and able to engage correctly with the original rack.
The steering pinion (Fig. 3.) is a rotation-symmetric part provided
with teeth and splines. Splines are features which provide the
connection between the pinion and the steering shaft. The splines are
plain rectangular features with a recess at mid-length, at which the
pinion is secured to the steering shaft. The teeth are the key
functional part of the entire pinion. They are involute teeth in order
to provide smooth action of the steering wheel. Besides highly-accurate
dimensions and superior finished surface quality, the teeth also need a
relatively high hardness. All these aspects must be taken into account
in the design process and during manufacture.
2.2 Investigation of existing pinion
The purpose of this exercise was to propose, design and manufacture
a new steering pin-ion. In order to be able to develop a design for a
new steering pinion, it was essential to examine the existing one. This
investigation was carried out at the Metrology Laboratory (ML) of the
Regional Technological Institute (RTI). As the rack had straight teeth,
it was measured using standard methods. The module was measured with a
slide calliper. The remaining values were derived from engineering
tables. The pinion was measured by means of a 3D measuring machine which
offers laser scanning of profiles of parts.
Although the new pinion would differ substantially from the
existing one, the data that characterize the existing assembly were
still important. It was necessary to determine the width of space, the
helix angle and many other parameters which would be difficult to obtain
by other means.
2.3 Design of a new pinion
The new pinion was proposed and designed on the basis of data
obtained by examination of the rack and the existing pinion at ML. Since
the new pinion is to have one tooth more than the existing one, the
tooth profile, the width of space and other parameters had to be
modified.
In the first phase, calculations using basic formulae were
completed. As the rack parameters are fixed, only the module value is
important:
Verification of the helix angle:
tan [gamma] = [z.sub.1]/q (3)
z1--number of pinion teeth--to be decided
q--pinion radius (found by measurement)
[gamma]--helix angle
Axial module:
[m.sub.x] = [m.sub.n]/cos [gamma] (3)
Axial pitch:
[P.sub.x] = [pi] x [m.sub.n] (3)
[m.sub.n]--normal module (found by measurement)
[m.sub.x]--axial module
Pitch circle diameter:
[D.sub.1] = [[z.sub.1] x [m.sub.x]]/tan [gamma] (3)
[D.sub.1]--pinion pitch circle
Based on calculated and tabulated values, a new pinion with
involute teeth was designed. Unfortunately, the correction of the
existing gear was impossible to identify by measurement. Yet, even if
this value had been available, the conversion for a pinion with a
different number of teeth would have been complicated. Consequently, the
solution was to actually manufacture and test the pinion. Fig. 7. shows
the final solution which was tested in practice. [5] [6]
2.4 Selection of pinion material
As mentioned above, the proper function of the steering system
depends not only on dimensional accuracy and good surface finish but
also on certain material properties. The reason is that this part is
intended not just for ordinary use but also for heavy-duty service in
racing cars where loads, both static and dynamic, are significant.
As with any functional component of the transmission system, the
part's surface must exhibit sufficient hardness. The value which is
appropriate for a steering pinion is 58 [+ or -] 2 HRC. This will
guarantee that the component is not too soft and that the teeth do not
suffer denting or seizure. At the same time, this hardness is not
excessively high. Otherwise it would threaten to damage the steering
rack or the steering shaft.
The prescribed hardness is required only on the surface and
immediately below. The core of the pinion and the interior of the teeth
should retain sufficient toughness. This is an essential requirement
because of dynamic service loads. Had the part been hardened throughout,
it could become brittle. Given the intricate shapes of the teeth, this
would have compromised notch toughness and lead to teeth failure.
Upon considering these aspects, W. Nr. 16MnCr5, Czech Standard CSN
41 4220.1 was selected as the initial material. It is a low-alloy
manganese-chrome steel for case hardening. Its chemical composition is
listed in Tab.i. When annealed, this material shows good machinability
and is suitable for case hardening. By these processes, one can obtain
the properties which are required in a steering pinion.
3. Manufacture of prototype pinion
Ordinary volume production of gears is a highly specialized effort
which requires particular machines and tools. It was impossible to use
those because the goal of the entire project was to design, manufacture
and test a new type of pinion. It was not cost-efficient to make an
investment in special tools for prototype production of several pieces.
The production sequence and the operations were identical for all
variants. The only difference in the designs concerned the shapes of the
teeth.
Since the basic shape of the semi-finished product was
rotation-symmetric, the first operation was the turning of a round rod.
The Machining Technology Laboratory (MTL) at the RTI houses a
multifunctional turning-milling machine from DMG MORI designated as CTX
BE-TA 1250 TC 4A. In this machine, turning can be followed by other
operations. This offers a major advantage in the reduction of operation
times as transfers to other production machines are eliminated. Another
advantage lies in that the machine offers automatic transfers and
clamping of the work between spindles which benefits the concentricity
of the product.
The entire basic shape is thus produced with a single clamping
operation, including the splines and involute gear teeth. The teeth were
rough-cut by cemented carbide (CC) end mills of 2 and 4 mm diameters, as
shown in Fig. 11. A) and Fig. 11. B). Finishing operations were
completed with a CC ball mill of 1.8 mm diameter, as illustrated in Fig.
11. C). In order to achieve the desired quality, a relatively small step
over of 0.12 mm was employed. This provided a sufficient quality of the
finished surface, Fig. 11. D. It is not all. The next important
parameter (also mentioned in article [2]) direction of the machining has
influence influenced of tool life too. In our case strategy of
contouring was used instead of copy-milling. As shown in the summary,
for a constant lifetime is more appropriate to use the strategy from top
to down. From this reason was also selected this option. Nevertheless,
an additional polishing operation was carried out in OTEC DF 3 machine.
Polishing was included into the technological process due to the
prevention of fatigue cracks. These cracks most often occur in places,
notches as indicated in the research reports from the source [10] and
[9].
The production accuracy was verified by the ML. This time, however,
a 3D model was al-ready available thanks to which the inspection was
completed by contact scanning of surfaces of individual teeth.
Deviations of several hundredths of millimetre were detected. Such
values are acceptable.
In order to be able to check the functioning of the pinion before
subsequent production operations, one of the steering systems was
adapted, as shown in Fig. 12., for testing of the pin-ion in the
annealed condition. This dummy steering was assembled and areas of
contact were checked using engineer's blue in order to select the
appropriate variant.
The next production step involved carburizing. This operation was
sourced from an authorized external partner. The carburized layer
thickness was specified as no less than 0.3 mm. With this appropriate
material, it was straightforward to obtain the desired depth and finish
the part.
Carburizing in a vacuum furnace produced no scale on the surface
and there was no need to regrind the pinion teeth afterwards. This made
the production much simpler. The last operation was the grinding of the
bearing seats.
The finished pinion was successfully tested in the dummy steering
assembly and then installed in an actual car. Testing indicated very
good properties of the entire assembly and good engagement of the
newly-proposed tooth profile with older and worn racks, which was an
un-foreseen extra benefit. Overall, the new pinion proved very
successful.
4. Conclusion
Components for special classic cars for racing are in short supply.
The problem with that led to a decision to upgrade an existing steering
pinion type by making a new part which would better meet customer
requirements. The project was undertaken jointly with the Regional
Technological Institute of the University of West Bohemia.
The objective of the project was to reduce the steering ratio and
thus improve controllability of the vehicle. At the start, there was an
existing steering assembly. The upgrade was limited to the pinion,
whereas the rest of the assembly remained without changes. After the
existing pinion had been examined, a new steering pinion for a lower
steering ratio was proposed, designed and manufactured to better meet
market requirements. This new type of pinion is now being used in both
special classic cars for racing and replicas of original vehicles and
de-livers a more than satisfactory performance.
Further developments of the pinion were not yet realized, because
these testing are so far too short and it is necessary to wait for more
data from the real operation and races. If testing goes according to the
assumptions of the aim for the future is to apply these outcomes to
other types of pinions, or upgrade an already newly designed pinion.
DOI: 10.2507/28th.daaam.proceedings.080
5. Acknowledgments
The present contribution has been prepared under project LO1502
'Development of the Regional Technological Institute' under
the auspices of the National Sustainability Programme I of the Ministry
of Education of the Czech Republic aimed to support research,
experimental development and innovation.
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Caption: Fig. 1. Skoda 130 RS--Rally Monte Carlo replica [8]
Caption: Fig. 2. Rack and pinion steering assembly [1]
Caption: Fig. 3. Steering pinion
Caption: Fig. 4. Pinion model obtained by scanning
Caption: Fig. 5. General drawing of worm gear set and
identification of parameters [4]
Caption: Fig. 6. Profile of tooth
Caption: Fig. 7. New steering pinion
Caption: Fig. 8. Design model of the pinion
Caption: Fig. 9. Semi-finished pinion before finishing operations
Caption: Fig. 10. Finished pinion upon heat treatment and the
finishing of all surfaces
Caption: Fig. 11. Production sequence of a pinion tooth: A)
roughing, B) pre-finishing, C) finishing, D) CAM analysis of the surface
Caption: Fig. 12. Dummy steering assembly
Table 1. Chemical composition of 16MnCr5 steel [7]
C Si (max) Mn P (max) S (max) Cr
0.14-0.19 0.40-1.00 1.30 0.035 0.035 0.80-1.10
C Mo Ni Al
0.14-0.19 -- -- At controlled austenitic grain
size 0.015-0.050
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