Effect of the Position and Size of the Guiding Holes on Planetary Gear Tooth Root Stress in Simple Planetary Gears

Planetary gears consisting of simple external gear wheels and an internal ring gear are widely used in industry in various fields. This type of drive is most commonly found in robots, and it is also frequently used in the automotive industry, such as in wheel hub drives, in addition to general engineering. This study investigates the design of simple planetary gears manufactured with involute gearing. In simple internal gear planetary gears, the orbiting motion of the planetary gear is transferred to the output shaft by a radial balancing clutch and converted into rotary motion through the planetary gear’s guiding holes and the output element’s pins. The guiding holes reduce the planetary gear teeth strength, and the rim thickness “h” has a fundamental influence on the resulting tooth root stress. The main objective of this research is to design external gears with relief for simple planetary gears with a rim thickness “h” that does not decrease the load-carrying capacity. The dimensioning of involute gearing is well known, but the tooth root weakening effect of the clearance holes in such planetary gears is not known. Therefore, this paper focuses on analyzing how the size and position of the guiding holes influence tooth root stress, using finite element method (FEM) calculations performed in SolidWorks 2023. This study aimed to determine the rim thickness “h” required for the design of such a gear in order not to weaken the load-carrying capacity of the gear teeth. As a result of the research, the design of the guiding holes and the wheel relief holes can be performed with an accurate knowledge of their influence on tooth stress. The research results also make it possible to design this type of planetary gear using simple analytical calculation algorithms. Our goal was to define a simple design limit that could be used specifically in the preliminary design phase. This allows designers to determine the positions and dimensions of the guiding holes in the preliminary design phase without affecting the tooth stress.