When someone gives you the shaft

Many methods exist for securing gears to a shaft, but there are pros and cons for each.

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Did you ever have someone “give you the shaft”? This insult is defined as ignoring or putting someone down. In gearing, giving you the shaft is just the beginning part of constructing your geartrain. Each gear in a system is going to be resting on a shaft as the purchase of each gear is to transmit motion through the shafts of the mechanism. Just as there are many types of gears, there are also many types of methods to attach a gear to a shaft.

In last month’s column, I mentioned keys and keyways. Typically, when keys are used with gears, they are accompanied by set screws (also known as grub screws). The tapped holes to accommodate these screws are commonly positioned above the keyslot as shown in Figure 1 and the second at 90 degrees to the keyslot.

This allows one set screw to hold the key in place and the other screw to press into the shaft. However, a better solution is to have two tapped holes set at 120 degrees from the centerline of the keyslot as shown in Figure 2, as this balances the gear and reduces noise at higher speeds.

Figures 1 and 2

Although set screws and keys are the most common form of attaching a gear to a shaft, there are many other methods, and each of these methods makes sense depending on your application.

Press-fit: Just as it sounds, it is possible to press a gear onto a shaft. If the tolerances between the bore of the gear and the diameter of the shaft as properly sized, (the bore is undersized, and the shaft is oversized) then you can use a press to force the gear onto the shaft and the resulting pressure will hold the gear in place. This method works best if you never need to remove the gear from the shaft and if you do not need to have a specific alignment between the gear teeth and the shaft.

Drill & Pin: This is one of many permanent methods of fixing the gear to the shaft. This method involves drilling a hole through the side of the hub and through the shaft and out through the opposite side of the hub and then fixing a taper pin or a cotter pin into the hole. This method is infrequently used because it does not permit alignment, creates noise and vibration at high speeds, and will fail if the pin falls out.

Welding: It is possible to weld a gear to a shaft. This method is not very common because heating the gear and the shaft can result in distortions that will cause the gear to either be noisy or fail prematurely. It does however guarantee a strong bond between the gear and the shaft.

Shrink fit: This method is preferable to both press-fitting and to welding. In this method, you use an induction heater to warm the gear nearest to the bore and then you slide it onto the shaft. As the gear cools, the bore shrinks, and the bond between the gear and shaft is formed. This method works well when the gear needs to be repeatedly removed for maintenance or for replacement as it does not distort the gear teeth, nor does it warp or score the shaft.

Use of a keyless shaft-hub locking mechanism: There are several styles of locking hubs that exist. Their primary purpose is to allow for the repeated repositioning of the gear and also to prevent any damage to the shaft during installation or removal. Thus, they perform the same action of a shrink fit, but they use mechanical means instead of heat.

Figure 3

One such style uses two hubs in which the inside hub presses against the shaft when the screws are tightened, and the outside hub presses against the bore. Together these two hubs force equal pressure on the bore and shaft and hold the gear in place. What is great about this style of mechanism is that they allow for infinite positioning of the gear teeth in relation to the shaft. The downside is that they add mass to the mechanism and require additional space for installation. (Figure 3)   

Another style integrates a locking mechanics directly into bore of a gear. This style is marketed as the Concentric Maxi Torque© keyless shaft hub mechanism. It combines a proprietary hub with a tapered insert. As a set screw is tightened between the insert and the hub, the mechanism presses on both the bore and the shaft, generating the necessary holding force. This item is also excellent for repositioning, and neither mars the shaft, nor does it take additional space.

Figure 4

A third style integrates a locking mechanism into the hub of a gear. This style uses two intersecting slots in the gear hub to generate a wedge section. The wedge is closed by a cap screw, which forces the free section of the hub to clamp onto the shaft. This mechanism is excellent for repositioning but is limited by the holding strength of the wedge. (Figure 4)

These are some of the many ways that you can fix a gear to a shaft. Each has its pros and cons, both mechanically as well as cost. Hopefully the next time someone hands you a shaft, it is for assembling a gear mechanism and they are not “giving you the shaft.”  

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Brian Dengel
is general manager of KHK USA Inc, a subsidiary of Kohara Gear Industry with a 24-year history of working in the industrial automation industry. He is skilled in assisting engineers with the selection of power-transmission components for use in industrial equipment and automation. Dengel is a member of PTDA and designated as an intern engineer by the state of New York. He is a graduate of Hofstra University with a Bachelor’s of Science in Structural Engineering.