3.1. Drivetrain Toolkit

The Drivetrain Toolkit helps you to add power transmission devices including gears, bearings, shafts, and housings to your Mechanical system. Motion then enables you to analyze the gear excitation force under fluctuating speed and load conditions.

The toolkit enables you to configure the gear pair model by entering the specifications required for the gear design, and by analyzing the transmission errors (such as backlash) for each gear. To improve your modeling experience, the toolkit provides catalogs from major bearing manufacturers, and enables gear geometry to be created automatically.

A shaft is the base object of a drivetrain model, to which you can connect other components such as bearings and gears. You can also attach a housing and then use the drivetrain assembler to create bearing raceways at the desired positions. Finally, you can use a drivetrain driving scenario to introduce an input driving condition.

Figure 3.1: Motion Drivetrain Toolkit

Motion Drivetrain Toolkit

Once the drivetrain system is complete, Motion enables you to analyze its dynamic characteristics.

The bodies created by Drivetrain Toolkit objects can be hidden or displayed by right-clicking the object in the tree and selecting Hide Body or Hide All Other Bodies (see Figure 2.8: Body Display Options).

Figure 3.2: Body Display Options

Body Display Options

3.1.1. Bearings

In a mechanical system, bearings separate moving parts and take a load. Bearings constrain relative motion and reduce friction.

3.1.1.1. Bearings

Bearings can be created by entering their dimensional properties or by selecting a model from a manufacturer catalog.

Motion provides a fast and stable stiffness model between two raceways. During the analysis, stiffness depends on the loading condition throughout the analysis.

There are basic bearing designs available using libraries from each company (NSK, SKF, KOYO, FAG).

Bearing geometry is created automatically using the Create Geometry option available from the context menu for Shaft, Concept Carrier, Housing, or Drivetrain Assembler objects.

Basic rating life can be calculated based on ISO/TS 16281 using the Calculate Strength option.

Bearing objects have the following details:

Bearing Type

The type of standard bearing to create. Choose Radial Ball, Angular Contact Ball, Tapered Roller, Cylindrical Roller. Based on your choice, you may need to define further details.

Filter

These details are available for all bearing types.

S, N, K, F

Determined by the manufacturer of the bearing.

Bore

If set to On, you must also define a Min and Max bore size.

Outer Diameter

If set to On, you must also define the Min and Max outer diameter of the bearing.

Width

If set to On, you must also define the Min and Max bearing width.

Bearing Catalog

Choose a model number from the catalog to import bearing details based on the specifications of standard bearings.

Radial Ball

These details are only available if you choose Radial Ball as the Bearing Type.

Figure 3.3: Radial Ball Bearing Details

Radial Ball Bearing Details

Bore

The diameter of the open center (d) of the bearing.

Outer Diameter

The outer diameter (D) of the bearing.

Width

The width (B) of the bearing.

Ball Pitch Diameter

The center-to-center diameter (dm) of the rolling elements.

Number of Balls

The number of balls contained in the bearing.

Ball Diameter

The diameter of the balls contained in the bearing.

Inner Raceway Shoulder Diameter

The shoulder diameter (d1) of the bearing's inner raceway.

Outer Raceway Shoulder Bore

The shoulder diameter (D1) of the bearing's outer raceway.

Rounding Radius

The radius of the rounding on the outer edge (r1) of the bearing's raceway.

Outer Raceway Groove Radius

The radius of the groove (ro) of the bearing's outer raceway.

Inner Raceway Groove Radius

The radius of the groove (ri) of the bearing's inner raceway.

Radial Internal Clearance Type

The gap between the rolling elements and the raceways of the bearing.

Radial Internal Clearance Value

The play between the ball and the raceway perpendicular to the bearing axis.

Angular Contact Ball

These details are only available if you choose Angular Contact Ball as the Bearing Type.

Figure 3.4: Angular Contact Ball Bearing Details

Angular Contact Ball Bearing Details

Has all of the settings of Radial Ball, but adds:

Action Point

This value is used to determine the contact angle (a) used to set the action point.

Contact Angle

This value (ao) is calculated using the Action Point.

Tapered Roller

These details are only available if you choose Tapered Roller as the Bearing Type.

Figure 3.5: Tapered Roller Bearing Details

Tapered Roller Bearing Details

Has some of the settings of Radial Ball, but adds:

Width of Cone

The width of a tapered roller cone (B)

Width of Cup

The width of the bearing cup (C)

Roller Pitch Diameter

The center-to-center diameter (dm) of the rolling elements.

Number of Rollers

The number of rollers contained in the bearing.

Roller Diameter

The diameter of the rollers contained in the bearing.

Roller Center Point

The center point of the rollers contained in the bearing.

Roller Length

The length (L) of the rollers contained in the bearing.

Roller Tapered Angle

The taper angle (β) of the rollers contained in the bearing.

Cone Shoulder Diameter

The shoulder diameter (d1) of the cone contained in the bearing.

Rounding Radius of Cone

The rounding radius (r1) of the cone.

Rounding Radius of Cup

The rounding radius (r2) of the cup.

Cylindrical Roller

This bearing type has some of the settings of Radial Ball and some of the settings of Tapered Roller.

Figure 3.6: Cylindrical Roller Bearing Details

Cylindrical Roller Bearing Details

Strength
Operating Speed

The operating speed of the bearing. This will be used to calculate bearing life.

Axial Force

The operating axial force of the bearing. This will be used to calculate bearing life.

Radial Force

The operating radial force of the bearing. This will be used to calculate bearing life.

Temperature

The operating temperature of the bearing. This will be used to calculate bearing life.

Calculation Method

If you have C0r and Cr information to calculate the strength of bearing, choose User Defined, otherwise choose ISO to calculate basic load ratings according to ISO standards.

C0r

The basic static radial load rating of the bearing. For definition, calculation method, and value of C0r, see ISO 76.

Cr

The basic dynamic radial load rating of the bearing. The constant stationary radial load which a rolling bearing can theoretically endure for a basic rating life of one million revolutions.

A1

Life adjustment factor for reliability. For a group of apparently identical rolling bearings, operating under the same conditions, the percentage of the group that is expected to attain or exceed a specified life. The reliability of an individual rolling bearing is the probability that the bearing will attain or exceed a specified life.

Lubricant Type

Choose from Oil with filter, Oil without filter or Grease.

Cleanliness

Choose the type of cleanliness of the bearing.

Pr

The dynamic equivalent radial load value, calculated from the bearing input parameters. This is constant stationary radial load under the influence of which a rolling bearing would have the same life as it would attain under the actual load conditions.

L10 [Rev]

The basic rating life in revolutions (ISO 281). This is rating life associated with 90% reliability for bearings manufactured with commonly used high quality material, of good manufacturing quality, and operating under conventional operating conditions.

L10 [hr]

The basic rating life in hours (ISO 281). This is rating life associated with 90% reliability for bearings manufactured with commonly used high quality material, of good manufacturing quality, and operating under conventional operating conditions.

Lnm [Rev]

The modified rating life in revolutions (ISO 281). This is rating life modified for 90% or other reliability, bearing fatigue load, and/or special bearing properties, and/or contaminated lubricant, and/or other non-conventional operating conditions.

Lnm [hr]

The modified rating life in hours (ISO 281). This is rating life modified for 90% or other reliability, bearing fatigue load, and/or special bearing properties, and/or contaminated lubricant, and/or other non-conventional operating conditions.

Material
Assignment

Choose the material that will be assigned to body objects after the geometries are imported.

3.1.1.2. Sliding Bearings

Sliding bearings can be defined using geometry and contact parameters.

Figure 3.7: Sliding Bearing Details

Sliding Bearing Details

Sliding Bearing objects have the following details:

Geometric Shapes
Arc Angle

The arc angle of the sliding bearing ( θ arc ). The arc angle determines the arc length of the sliding bearing.

Length

The length of the sliding bearing (L).

Thickness

The thickness of the sliding bearing (T).

Inner Diameter

The diameter of the sliding bearing. It is twice the size of Ri.

Contact Parameter
Stiffness

Used to set the stiffness coefficient. Choose from: Factor, Constant, or d-F Spline (Displacement-Force Spline).

Damping Type

Used to set the stiffness coefficient. Choose from: Factor, Constant, or v-F Spline (Velocity-Force Spline).

Friction Type

Used to set the stiffness coefficient. Choose from: Factor, Constant, or v-mu Spline.

Number of Axial Contact Patch Size

Used to set the number of axial patches.

Number of Circular Contact Patch Size

Used to set the number of circular patches.

Material
Assignment

Choose the material that will be assigned to body objects after the geometries are imported.

3.1.1.3. Elastohydrodynamic (EHD) Bearings

EHD bearings can be defined on a selected General joint. These bearings enable you to generate forces between two bodies separated by a lubrification oil film.

Figure 3.8: Elastohydrodynamic Bearing Structure

Elastohydrodynamic Bearing Structure

The following are configurable details of EHD Bearing objects:

Joint

The General joint defined between inner and outer bodies.

Bearing Radius

The inner radius of the outer part of the bearing object.

Journal Radius

The outer radius of the inner part of the bearing object.

Width

The width of the bearing.

Number Of Circumferential Nodes

The number of nodes around the circumference of the bearing, which affects the quality of the mesh used in the solver.

Number Of Axial Nodes

The number of nodes along the axis of the bearing, which affects the quality of the mesh used in the solver.

Figure 3.9: Axial and Circumferential Nodes in an EHD Bearing

Axial and Circumferential Nodes in an EHD Bearing

Dynamic Viscosity

The dynamic viscosity of the fluid film in the bearing.

Surface Roughness

The surface roughness of the bearing.

Elastic Modulus

The effective Young's modulus of elasticity of the contact pair of the bearing.

For more information on EHD Bearing parameters, refer to the Motion Preprocessor Manual.

3.1.2. Gear Sets

Gear Set objects allow you to define different type of gear assemblies. Each enables you to define the gear geometry parameters. Create gear geometry automatically from parameters by choosing Create Geometry from the context menu of a Shaft or Concept Carrier object.

3.1.2.1. External Gear Sets

External Gear Set enables you to define driving and driven gears for an external gear set.

Figure 3.10: External Gearset Details

External Gearset Details

ParameterSymbol
1. Module(normal) mn
2. Helix angle β
3. Pressure angle(normal) an
4. Number of teethz
5. Profile shift coefficientxn
6. Center distancea
7. Pitch diameterdp
8. Base diameterdb
9. Addendumha
10. Dedendumhf
11. Tooth depthh
12. Tip diameterda
13. Root diameterdf

External Gear Set objects have the following configurable details:

Definition
Gear Profile Generation

Import a gear profile designed in KISSSoft, with all its specifications. For more information, see KISSSoft Interface.

Type of Gear

Choose from Spur or Helical types.

Hand of Helix (Helical only)

The direction in which the teeth of the gear are inclined when the gear is laid flat on a horizontal surface.

Helix Angle (Helical only)

The helix angle (β) of the helical gear contained in the gear sets.

Module (Normal)

The unit (mn) that determines the size of the gear (, where dp is the pitch circle diameter and z is the number of teeth).

Module (Transverse) (Helical only)

Gear modules measured in the plane of rotation. This is calculated automatically ().

Pressure Angle (Normal)

The angle at which pressure is transmitted to the teeth of the gear (αn).

Pressure Angle (Transverse) (Helical only)

Idler Gear

To add an idler gear, choose Use from the drop-down menu. Otherwise choose None.

Reference Point

To automatically calculate the reference point (A, B, Z) for modifying the micro-geometry of the gear, choose Program Controlled from the drop-down menu. Otherwise choose User Defined to enter the reference point by user input.

Use Advanced Option

Set to Use to enable the Advanced Option setting and choose Advanced Gear Options.

Advanced Option

If Use Advanced Option is set to Use, choose a Gear Advanced Option object to define the advanced parameters if this gear.

Initial Angle

The angle that determines the initial orientation of the gear set.

Center Distance
Driving to Driven (Ideal)

For a pair of gears, the distance between the centers of the two gears. This is calculated automatically.

Driving
Name

The name of the driving gear.

Quality

Use to set the number of involute point. This value is related to the resolution of the trochoid curve. (The ANSI/AGMA 2000-A88 standard defined 13 quality classes, ranging from 3 to 15. Generally, Motion uses the quality table after below. The default value is "6".)

ApplicationQuality Index
Cement mixer drum driver3 - 5
Cement kiln5 - 6
Steel mill drivers5 - 6
Corn picker5 - 7
Punch press5 - 7
Mining conveyer5 - 7
Clothes washing machine8 - 10
Printing press9 - 11
Marine propulsion drive10 - 12
Aircraft engine drive10 - 13
Gyroscope12 - 14
Number of Teeth

The number of gear teeth (z) on this gear.

Face Width

The width of the face of the gear based on the direction of the axis of rotation.

Addendum Coefficient

The distance between the pitch circle and tip circle is the addendum, and its ratio to the module is the addendum coefficient.

Figure 3.11: Addendum Coefficient Details

Addendum Coefficient Details

Dedendum Coefficient

The distance between the pitch circle and root circle is the dedendum, and its ratio to the module is the dedendum coefficient.

Profile Shift Coefficient

The value obtained by dividing the amount of profile shift by the module (m). Use a profile shift or addendum modification to modify tooth shape and tooth thickness.

Tool Tip Radius

Use to set the tool tip radius. This value is related to the radius of the trochoid curve.

Use Modification

To apply a gear tooth modification to this gear, choose the named modification from the drop-down menu. For more information, see Modifying Gear Teeth.

A Point, B Point, Z Point

These points on the gear are related to the distances and equations shown below.

Figure 3.12: Calculating the A, B, and Z Points

Calculating the A, B, and Z Points

Web

To calculate the parameters for gear web geometry automatically, choose Program Controlled from the drop-down menu. Otherwise, choose User Defined to enter the following input parameters manually.

Web Diameter (In)

Defines the inner diameter of the gear web.

Web Diameter (Out)

Defines the outer diameter of the gear web.

Web Thickness

Defines the thickness of the gear web.

Web Mass Information

To calculate the parameters for gear web mass automatically, choose Program Controlled from the drop-down menu, in which case the parameters listed below are calculated using the web geometry and density of the gear. Otherwise, choose User Defined to enter the following input parameters manually.

Mass

Defines the gear web mass.

Ixx

Defines the moment of inertia about the x-axis for the gear web.

Iyy

Defines the moment of inertia about the y-axis for the gear web.

Izz

Defines the moment of inertia about the z-axis for the gear web.

Tooth Stiffness

To calculate the tooth stiffness of the gear automatically by using the finite element (FE) method, choose FE Method from the drop-down menu. Otherwise choose User Defined to enter the tooth stiffness spline manually.

The gear geometry is divided into slices in the depth direction as shown in the figure. Each slice profile can be represented by an involute curve. Gear pairs are contacted on the line of action for each slice. Contact stiffness (that is, mesh stiffness) is calculated from the tooth stiffness pair of the contact points between the driving and driven gear.

Tooth stiffness is used to represent of the gear flexibility due to tooth bending, root rotation, and Herztian deflection. It can be calculated using the FE method. The gear root is fixed and the force is applied on the surface node. Then the deformation of the node is measured.

Figure 3.13: Tooth Stiffness Details

Tooth Stiffness Details
Tooth Stiffness Details

Tooth Stiffness Result

To calculate the gear stiffness, select Calculate Tooth Stiffness from the object's context menu in the outline.


Note:  Even if the same gear specifications are used, the stiffness results calculated in Motion in Workbench and Standalone Motion may differ slightly. Gear stiffness is a static analysis result and uses just one slice from the gear mesh model. The number of this thin slice used, Young's modulus, and Poisson's Ratio all affect the result, and different default values are used for these properties in Motion in Workbench and Standalone Motion. Using the same settings in both applications should give the same values for stiffness.


Driven

Driven gears have all the same settings as Driving gears.

Material
Assignment

Choose a material that will be assigned to the body objects after the geometries are imported.

3.1.2.2. Internal Gear Sets

Internal Gear Set enables you to define pinion and ring gears for an internal gear set.

Figure 3.14: Internal Gear Set Details

Internal Gear Set Details

ParameterSymbol
Module (normal)mn
Helix angleβ
Pressure angle (normal)αn

Number of teeth (Ring gear has negative value)

z
Profile shift coefficientxn
Center distanceα
Pitch diameterdp
Base diameterdb
Addendumha
Dedendumhf
Tooth depthh
Tip diameterdα
Root diameterdf

Internal Gear Set objects have the following configurable details:

Definition

Internal gear sets have all the same Definition settings as External Gear Sets.

Center Distance
Pinion to Ring Gear (Ideal)

For a pair of gears, the distance between the centers of the two gears. This is calculated automatically.

Pinion

Internal gear set Pinions have all the same settings as External gear set Driving gears.

Ring Gear

Internal gear set Ring gears have all the same settings as External gear set Driving gears.

Material
Assignment

Choose a material that will be assigned to the body objects after the geometries are imported.

3.1.2.3. Planetary Gear Sets

Planetary Gear Set enables you to define sun, pinion, and ring gears for a planetary gear set.

Planetary Gear Set objects have the following configurable details:

Definition

Internal gear sets have many of the same Definition settings as External Gear Sets, but add:

Number of Pinion

The number of pinion gears in the planetary gear set.

Center Distance
Sun Gear to Pinion (Ideal)

For a pair of gears, the distance between the centers of the two gears. This is calculated automatically.

Sun Gear

Planetary gear set Sun gears have all the same settings as External gear set Driving gears.

Pinion

Planetary gear set Pinion gears have all the same settings as External gear set Driving gears.

Ring Gear

Planetary gear set Ring gears have all the same settings as External gear set Driving gears.

Material
Assignment

Choose a material that will be assigned to the body objects after the geometries are imported.

3.1.2.4. Double Pinion Planetary Gear Sets

Double Pinion Planetary Gear Set enables you to define sun, pinion, and ring gears for a double pinion planetary gear set.

Double Pinion Planetary Gear Set objects have the following configurable details:

Definition

Double Pinion Planetary gear sets have many of the same Definition settings as Planetary Gear Sets, but add:

Dog Leg Direction

Choose between Left and Right to determine the location of the second planetary gear with relation to the first planetary gear. The second planetary gear will be placed in one of the two directions shown in the figure.

Figure 3.15: Double Pinion Planetary Gear Set Dog Leg Direction

Double Pinion Planetary Gear Set Dog Leg Direction

Assume that the axis of rotation is facing you.

Center Distance
Sun Gear to Pinion In (Ideal)

For a pair of gears, the distance between the centers of the two gears. This is calculated automatically.

Pinion In to Pinion Out (Ideal)

For a pair of gears, the distance between the centers of the two gears. This is calculated automatically.

Pinion Out In to Ring Gear (Ideal)

For a pair of gears, the distance between the centers of the two gears. This is calculated automatically.

Sun Gear

Double Pinion Planetary gear set Sun gears have all the same settings as External gear set Driving gears.

Pinion In

Double Pinion Planetary gear set inner Pinion gears have all the same settings as External gear set Driving gears.

Pinion Out

Double Pinion Planetary gear set outer Pinion gears have all the same settings as External gear set Driving gears.

Ring Gear

Double Pinion Planetary gear set Ring gears have all the same settings as External gear set Driving gears.

Material
Assignment

Choose a material that will be assigned to the body objects after the geometries are imported.

3.1.2.5. Crossed Helical Gear Sets

Crossed Helical Gear Set enables you to define driving and driven gears for an external helical gear set with a cross axis angle.

Crossed Helical gear set objects have the following configurable details:

Definition

Crossed Helical gear sets have many of the same Definition settings as Helical External gear sets, but add:

Helix Angle of Driving Gear

Cross Axis Angle

Use to set the cross axis angle of the pair. This parameter sets a meshing condition.

Helix Angle of Driven Gear

The helix angle of the driven gear. This is calculated automatically.

Module

Crossed helical gear set all the same settings as External gear set Driving gears. This is calculated automatically.

Module (Transverse for driving)

Crossed helical gear set all the same settings as External gear set Driving gears.

This is calculated automatically.

Module (Transverse for driven)

Crossed helical gear set all the same settings as External gear set Driving gears. This is calculated automatically.

Pressure Angle

Crossed helical gear set all the same settings as External gear set Driving gears. This is calculated automatically.

Pressure Angle (Transverse for driving)

Crossed helical gear set all the same settings as External gear set Driving gears. This is calculated automatically.

Pressure Angle (Transverse for driven)

Crossed helical gear set all the same settings as External gear set Driving gears. This is calculated automatically.

Center Distance
Driving to Driven (Ideal)

For a pair of gears, the distance between the centers of the two gears. This is calculated automatically.

Driving

Crossed Helical gear set Driving gears have all the same settings as External gear set Driving gears.

Driven

Crossed Helical gear set Driven gears have all the same settings as External gear set Driving gears.

Material
Assignment

Choose a material that will be assigned to the body objects after the geometries are imported.

3.1.2.6. KISSSoft Interface

External, Internal, Planetary and Cross Helical gear sets have a Gear Profile Generation property that enables you to import a gear profile designed in KISSSoft (see KISSSoft) with all its specifications.

FeatureKISSsoft fileSpurHelical
External GearZ12, Z15OO
Internal GearZ12, Z15OO
Planetary GearZ14OO
Cross Helical Gear Z17-O

The interface supports KISSsoft versions 2019 SP3 and later.

For more information about the KISSSoft Interface, refer to the Motion Preprocessor Manual.

3.1.3. Concept Carrier

The Concept Carrier object is used to assemble planetary gear sets. Select Create Geometry from the context menu create the gear sets components.

Concept Carrier objects have the following configurable details:

Definition
Status

Once the inputs are fully defined and geometry creation is performed, the Status will be changed to Imported. after that if the input changes, it will be back to Import Required.

Coordinate System

Use the coordinate system to set the start position and rotational axis.

Figure 3.16: Concept Carrier Coordinate System

Concept Carrier Coordinate System

Rotate Axis

Select the rotational direction of planetary gear.

Pinion Shaft Length

Set the length of pinion shaft of planetary gear.

Pinion haft Diameter

Set the diameter of pinion shaft of planetary gear.

Planetary Gear Set

Select the planetary gear set or double planetary gear set to make concept carrier.

Center Distance

To automatically calculate the distance between sun gear to pinion of the planetary gear, select Program Controlled, otherwise select User Defined to enter the input parameters manually.

Use Carrier Body

To add a carrier body, select Use, otherwise select None.

Carrier Thickness

Set the thickness of carrier body.

Material
Assignment

Choose a material that will be assigned to the body objects after the geometries are imported.

3.1.4. Modifying Gear Teeth

The Gear Tooth Modification object allows you to define advanced gear tooth parameters. The Gear Tooth Modification object can be selected using the Use Modification property of Gear Set objects.

Gear tooth modification objects have the following configurable details:

Profile Crown of Left Flank, Profile Crown of Right Flank

The profile crown is shown in the figure below:

Figure 3.17: Gear Profile Crown

Gear Profile Crown

Profile Slope of Left Flank, Profile Slope of Right Flank

The profile slope is shown in the figure below:

Figure 3.18: Gear Profile Slope

Gear Profile Slope

Tip Relief of Left Flank, Tip Relief of Right Flank

The tip relief is shown in the figure below:

Figure 3.19: Gear Tip Relief

Gear Tip Relief

Lead Crown of Left Flank, Lead Crown of Right Flank

The lead crown is shown in the figure below:

Figure 3.20: Gear Lead Crown

Gear Lead Crown

Lead Slope of Left Flank, Lead Slope of Right Flank

The lead slope is shown in the figure below:

Figure 3.21: Gear Lead Slope

Gear Lead Slope

3.1.5. Advanced Gear Options

The Gear Advanced Option object allows you to define advanced gear parameters. The Gear Advanced Option object can be selected using the Advanced Option property of gear set objects.

Gear Advanced Option objects have the following configurable details:

Thin Slice

To automatically set the number of thin slice of gear, select "Program Controlled", otherwise select "User Defined" to enter the input parameters by user input.(External gear set tooth stiffness (p. ~) )

Force For Tooth Stiffness

Set the force for the calculating tooth stiffness. This value must be changed by the material and size of the gear.

Number of Involute Points

Set the number of involute points. This value is related to the resolution of the involute curve.

Number of Troichoid Points

Set the number of involute points. This value is related to the resolution of the trochoid curve.

Friction Coefficient

Set the friction coefficient of the general contact (see Contacts).

Dynamics Threshold

Set the dynamics threshold of the general contact (see Contacts)

Stiction Velocity

Set the stiction velocity of the general contact (see Contacts)

Contact Damping Ration

Set the contact damping ratio of the general contact (see Contacts)

3.1.6. Shafts

A Shaft can be flexible or rigid depending on the type. A Shaft Type of Flexible enables you to select an existing flexible body, while a Shaft Type of Beam enables you to define the shaft dimensions and to create the shaft's geometry automatically.

Choose Create Geometry from the shaft's context menu in the Outline to create the rigid shaft and attached gears and bearings objects.

3.1.6.1. Flexible Shafts

When you select Flexible as the Shaft Type, you are able to set further details. Flexible shafts use existing geometry and enable you to define the attached gears and bearings.

They have following configurable details:

Definition
Status

Initially, this will be set to Import Required. Once the inputs are fully defined and the geometry is created is performed, this will be changed to Imported. If the input changes later, this will be back to Import Required.

Shaft Type

For flexible shafts, this will always be set to Flexible.

Scope
Scoping Method

Choose between Named Selection and Geometry Selection.

Named Selection

If you chose Named Selection as the scoping method, choose a predefined named selection object of flexible objects from the drop-down menu, then press Apply to add the objects in that selection to the named selection of the Shaft object.

Geometry Selection

If you chose Geometry Selection as the scoping method, choose flexible body objects in the geometry of the model, then press Apply to add those objects to the Geometry of the Shaft object.

Power Load
Role

Set the power load role of the shaft. If you want to set this shaft as the input shaft of the power load, choose Input, otherwise choose Output to set this shaft as the output shaft of the power load. When None is selected, the shaft set will have a no power load role.

Remote Point

Set the power load input or output of the shaft. The motion or loading torque is applied to this point on the shaft.

Connect with

Choose between Reference Body, Ground, Body, or Remote Point.

Attachments
External Gears

Tabular data that defines which External Gear Sets are attached to this shaft, the object's location along the shaft, any relevant clearances, penalty values, and damping ratios.

Internal Gears

Tabular data that defines which Internal Gear Sets are attached to this shaft, the object's location along the shaft, any relevant clearances, penalty values, and damping ratios.

Planetary Gears

Tabular data that defines which Planetary Gear Sets are attached to this shaft, the object's location along the shaft, any relevant clearances, penalty values, and damping ratios.

Double Pinion Planetary Gears

Tabular data that defines which Double Pinion Planetary Gear Sets are attached to this shaft, the object's location along the shaft, any relevant clearances, penalty values, and damping ratios.

Crossed Helical Gears

Tabular data that defines which Crossed Helical Gear Sets are attached to this shaft, the object's location along the shaft, any relevant clearances, penalty values, and damping ratios.

Rolling Bearings

Tabular data that defines which Bearings are attached to this shaft, the object's location along the shaft, any relevant clearances, penalty values, and damping ratios.

Sliding Bearings

Tabular data that defines which Sliding Bearings are attached to this shaft, along with the reference position, distance, and start angle of each bearing.

Unbalance Masses

Tabular data that defines unbalanced masses that are attached to this shaft by defining the mass, moment arm, base point, and distance of each.

3.1.6.2. Beam Shafts

When you select Beam as the shaft type, use details to create rigid shaft bodies automatically. Beam shafts have following configurable details:

Definition
Status

Initially, this will be set to Import Required. Once the inputs are fully defined and the geometry is created is performed, this will be changed to Imported. If the input changes later, this will be back to Import Required.

Shaft Type

For beam shafts, this will always be set to Beam.

Coordinate System

Choose a CS to set the start position and rotational axis of the shaft.

Rotate Axis

Choose a rotational direction for the shaft.

Geometric Shapes
Number of Sections

The total number of sections defined in this shaft. To change this number, add or delete shaft section in the Sections tabular data.

Shaft Length

The total combined length of the sections defined in this shaft. To change this number, add or delete shaft sections in the Sections tabular data.

Sections

Tabular data that defines the number of sections in the shaft, and the properties of each section. You may add and delete sections, and define the length, cross section, and relevant diameters of each section.

Power Load
Role

Set the power load role of the shaft. If you want to set this shaft as the input shaft of the power load, choose Input, otherwise choose Output to set this shaft as the output shaft of the power load. When None is selected, the shaft set will have a no power load role.

Base Point

Choose between Start or End of the shaft. This choice will be used along with the Distance to determine the location of the Power Load on the shaft.

Distance

The distance from the Base Point where the Power Load will be located on the shaft.

Connect With

Choose between Reference Body, Ground, and Body.

Moment Distribution Factor

Set the Moment Distribution Factor so that the sum of factor is 1. This value is used to compute the output torque of the shaft. See the formulas below for details.

Reduction Ratio

The ratio by which the shaft reduces the input speed. This value is used to compute the output speed and torque of the shaft. See the formulas below for details.

Efficiency

The efficiency percentage of the shaft, used to calculate the output torque. The maximum value of this setting is 100. See the formula below for details.

Attachments

For each type of object, tabular data that defines which objects of that type are attached to this shaft and their details. Available object types are the same here as for Attachments of Flexible Shafts.

Advanced
Advanced Options

To manually set advanced options of the beam shaft, choose User Defined, otherwise choose Program Controlled to set advanced options automatically.

Beam Section Ratio

The beam section ratio is used to calculate a length of unit beam element. The length of beam element can be calculated from beam section ratio as follows:

Figure 3.22: Beam Section Ratio Details

Beam Section Ratio Details

Use Middle Element Reference Frame

Set to Yes to define the element reference frame in the middle of the beam element. Set to No to automatically calculate the location of the element reference frame.

Material

Assignment

Choose a material that will be assigned to the body objects after the geometries are imported.

3.1.7. Housing

The Housing object allows you to select an existing housing body and to define the attached gears and bearings.

Definition
Status

Initially, this will be set to Import Required. Once the inputs are fully defined and the geometry is created is performed, this will be changed to Imported. If the input changes later, this will be back to Import Required.

Scope
Scoping Method

Choose between Named Selection and Geometry Selection.

Geometry

If you chose Geometry Selection as the scoping method, choose flexible body objects in the geometry of the model, then press Apply to add those objects to the Geometry of the Shaft object.

Named Selection

If you chose Named Selection as the scoping method, choose a predefined named selection object of flexible objects from the drop-down menu, then press Apply to add the objects in that selection to the named selection of the Shaft object.

Attachments
External Gears

Tabular data that defines which External Gear Sets are attached to this housing, the object's location, any relevant clearances, penalty values, and damping ratios.

Internal Gears

Tabular data that defines which Internal Gear Sets are attached to this housing, the object's location, any relevant clearances, penalty values, and damping ratios.

Rolling Bearings

Tabular data that defines which Bearings are attached to this housing, the object's location, any relevant clearances, penalty values, and damping ratios.

Unbalance Masses

Tabular data that defines unbalanced masses that are attached to this housing by defining the mass, moment arm, base point, and distance of each.

3.1.8. Drivetrain Assembler

When housings are not used, Drivetrain Assembler enables you to finalize the system assembly.

Definition
Status

Initially, this will be set to Import Required. Once the inputs are fully defined and the geometry is created is performed, this will be changed to Imported. If the input changes later, this will be back to Import Required.

Reference Body

Use to set the parent part of drivetrain system. All reaction forces of each mounting constraint are applied to the reference body.

Reference Body Type

Select reference body type among “Ground” / “Body” / “Remote Point”

Connect to Shaft
Translational K Coefficient

To set the translational stiffness value as a constant value related to displacement-force in bushing force, choose K Coefficient

Otherwise, choose d-F Spline (Displacement-Force Spline) to set the translational stiffness value as a variable-value displacement-force in bushing force. Also, when choosing d-F Spline, set the 3 the spline data about the X, Y, and Z axis, and use a Gap Bushing. Refer to the figure below for bushing force.

Translational C Coefficient

To set the translational damping value as a constant value related to velocity-force in bushing force, select C Coefficient.

Otherwise select v-F Spline (Velocity-Force Spline) to set the translational damping value as variable-value velocity-force in bushing force. Also, when selecting v-F Spline, set the 3 spline data about the X, Y, and Z axis. Refer to Figure 3.23: Bushing Force for bushing force.

Rotational K Coefficient

To set the rotational stiffness value as a constant value related to displacement-force in bushing force, select K Coefficient.

Otherwise select d-F Spline (Displacement-Force Spline) to set the rotational stiffness value as variable-value displacement-force in bushing force. Also, when selecting d-F Spline, set the 3 spline data about the X, Y, and Z axis, and use a Gap Bushing. Refer to the figure below for bushing force.

Rotational C Coefficient

To set the rotational damping value as a constant value related to velocity-force in bushing force, select C Coefficient.

Otherwise select v-F Spline (Velocity-Force Spline) to set the rotational damping value as variable-value velocity-force in bushing force. Also, when selecting v-F Spline, set the 3 spline data about the X, Y, and Z axis. Refer to the figure below for bushing force.

Figure 3.23: Bushing Force

Bushing Force

Pre-Load

To set a pre-load at the translational axis in bushing force, select Use. Also, set the pre-load value data about the X, Y, and Z axis.

Otherwise select None to set no pre-load in bushing force.

Pre-Moment

To set a pre-torque (moment) at the rotational axis in bushing force, select Use. Also, set the pre-torque value data about the X, Y, and Z axis

Otherwise select None to set no pre-torque in bushing force.

Use Static Bushing

Used only to enable static bushing during static analysis. For the neutral equilibrium problems, such as contacts, free falling, and running vehicle, this option is very useful to find a static equilibrium position successfully.

If the bushing is defined between the ground and a sliding body with a stiffness coefficient in the sliding direction, this will help the solver achieve numerical stability during the static analysis.

Bearing Assembly Information
Bearings

Reference Penalty

Use to set the penalty for the clearance. Refer to Figure 3.24: Reference Damping Ratio.

Reference Damping Ratio

Set the damping ratio for clearance. The clearance force is created when the component is added to the shaft set or housing to represent the connection between each component. The clearance force is split into axial and radial forces.

Figure 3.24: Reference Damping Ratio

Reference Damping Ratio

It is computed as:

where, k is a penalty, dji is the relative displacement between the inner and outer raceways of the bearing,cl is a clearance, and c is the proportional damping ratio.

3.1.9. Drivetrain Driving Scenario

Drivetrain Driving Scenario enables you to define the loading to apply to the drivetrain system.

Before using this, you must designate each shaft as an input or output shaft using the Power Load setting for each shaft object. To evaluate output torque at each output shaft, Input Power and Max Moment (the maximum torque on the shaft) values of the power source are also required. The rest of the inputs are used for defining the rotational motion to be imposed on the input shaft.

Input
Input Shaft

Choose a Shaft object that has been defined with an Input Type with the role of Power Load.

Input Speed Type

Choose between Acceleration, Deceleration, and User Defined. If you choose Deceleration, the input speed will be the opposite direction relative to the Acceleration type. If you choose User Defined, you will also need to define a Spline object to represent time versus rpm directly.

Rotating Direction

Specify whether the direction of accelerated rotation relative to the axis of the input shaft is Counterclockwise or Clockwise.

Input Power Type

Choose between Constant and RPM-Power Map. If you choose RPM-Power Map, you will also need to define a Spline object to represent rpm versus power.

Input Power

Specify the constant power value of the power source that is input to the drivetrain system.

Max Moment

Specify the maximum torque value of the input power source. Usually, power and maximum torque can be input through the owned specifications of the desired motor or engine. This value will be used for reporting output torque for each output-type shaft.

Duration

Specify the time range during which acceleration or deceleration motion will be applied.

Start Speed

Specify the rotating speed of the power load at the beginning of simulation.

End Speed

Specify the rotating speed of the power load after the acceleration/deceleration is complete and a constant speed has been maintained.

Figure 3.25: Start Speed, End Speed, and Duration of acceleration or deceleration

Start Speed, End Speed, and Duration of acceleration or deceleration

Interpolation Type

Choose between Specify Number of Interpolation Data and Program Controlled. If you choose Specify Number of Interpolation Data, you will need to define the number of spline points using Number of Interpolation Data.

Number of Interpolation Data

Specify the number of the "time versus rpm spline" points to internally create using the given inputs.