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Design and Selection of Components for Enclosed Gear Drives (Metric Edition)

ANSI/AGMA 6101-E08 (reaffirmed March 2014)

SCOPE
This standard provides an acceptable practice for the design and selection of components for enclosed gear drives. Fundamental equations provide for the proper sizing of shafts, keys, and fasteners based on stated allowable stresses. Other components are discussed in a manner to provide an awareness of their function or specific requirements. This standard applies to the following types of commercial and industrial enclosed gear drives, individually or in combination: spur, helical, herringbone, bevel and worm.

EXCEPTIONS
The equations in this standard are not applicable when gear drives are subjected to vibratory conditions where there may be unpredictable fatigue failure.

The procedure for design or selection of the specific gear components is varied and complex and is beyond the scope of this standard. Designers must refer to the specific rating or enclosed drive standards for this aspect of drive design.

INTENDED USE
The equations and values presented provide a general approach to design. Deviations from the methods and values stated in this standard may be made when justified by experience, testing, or more specific analysis. It is intended for use by experienced gear designers capable of selecting reasonable values based on their knowledge of the performance of similar designs and the effect of such items as lubrication, deflection, manufacturing tolerances, metallurgy, residual stresses, and system dynamics. It is not intended for use by the engineering public at large.

FOREWORD
[The 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 ANSI/AGMA Standard 6101--E08, Design and Selection of Components for Enclosed Gear Drives (Metric Edition).]

AGMA 260.02 was approved by the AGMA membership on February 1, 1973, and issued in January of 1974. It consolidated with minor revision, information contained in the following superseded AGMA Standards:

  • AGMA 255.02 (November 1964), Bolting (Allowable Tensile Stress) for Gear Drives;
  • AGMA 260.01 (March 1953), Shafting -- Allowable Torsional and Bending Stresses;
  • AGMA 260.02, also incorporated allowable stresses for keys;
  • AGMA 265.01, Bearings -- Allowable Loads and Speeds.

The purpose of ANSI/AGMA 6001--C88, as a replacement for AGMA 260.02, was to establish a common base for the design and selection of components for the different types of commercial and industrial gear drives.

ANSI/AGMA 6001--C88 was expanded to include a generalized shaft stress equation which included hollow shafting, miscellaneous components, housings, and keyway stress calculations. All design considerations were revised to allow for 200 percent peak load for helical, spiral bevel, spur and herringbone gearing, and 300 percent peak load for wormgearing. The bearing section was updated to include consideration of life adjustment factors, bearing lives other than 5000 hours and reliability levels other than L10.

During the preparation ofANSI/AGMA 6001--C88, a considerable amount of time was spent on the shaft design section in an effort to include the most recent theories on shaft stresses and material characteristics. The standard included the existing practice for shaft design, and for reference purposes, appendix C included a description of, and excerpts from, ANSI/ASME B106.1M, Design of Transmission Shafting, published in 1985.

ANSI/AGMA 6001--C88 was approved by the membership in May, 1988 and approved as an American National Standard on June 24, 1988.

ANSI/AGMA 6001--D97 was expanded to include more recent theories on shaft design and analysis. Also, equations for shaft deformation were added. ANSI/AGMA 6001- D97 was approved by the membership in October, 1996 and approved as an American National Standard on August 7, 1997.

ANSI/AGMA 6101--E08 was updated to become a metric standard as required by ANSI practices. In the process several improvements and simplifications were included. Minimum material requirements were added for shaft material and the shaft deflection clause was moved to an annex. Also, the clauses on keys and fasteners were revised to reflect current practices with higher allowable stresses in some cases.

The first draft of ANSI/AGMA 6101--E08 was made in August, 2002. It was approved by the AGMA membership in September, 2008. It was approved as an American National Standard on December 31, 2008.

Suggestions for improvement of this standard will be welcome. They should be sent to the American Gear Manufacturers Association, 500 Montgomery Street, Suite 350, Alexandria, Virginia 22314.

NORMATIVE REFERENCES
The following standards contain provisions which, through reference in this text, constitute provisions of this American National Standard. At the time of publication, the editions indicated were valid. All standards are subject to revision, and parties to agreements based on this American National Standard are encouraged to investigate the possibility of applying the most recent editions of the standards indicated below.

  • AGMA 904--C96, Metric Usage
  • ANSI B17.1, Keys and Keyseats
  • ANSI B17.2, Woodruff Keys and Keyseats
  • ANSI/AGMA 1012--G05, Gear Nomenclature, Definitions of Terms with Symbols
  • ANSI/AGMA 2101--D04, Fundamental Rating Factors and Calculation Methods for Involute Spur and Helical Gear Teeth (Metric Edition)
  • ANSI/AGMA 9112--A04, Bores and Keyways for Flexible Couplings (Metric Series)
  • ANSI/AGMA ISO 6336--6--A08, Calculation of Load Capacity of Spur and Helical Gears -- Part 6: Calculation of Service Life Under Variable Load
  • ISO/R 773:1969 (E), Rectangular or Square Parallel Keys and Their Corresponding Keyways (Dimension in Millimeters)
ISBN: 978-1-55589-952-3 Pages: 42
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