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Study on the influence of key design parameters on lubrication characteristics of a novel gear system applying Taguchi method

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Abstract

This paper presents an investigation to find out how lubrication parameters affect lubrication characteristics of gear transmission systems for the purpose to acquire enhanced lubrication performance for such systems through design optimization. A novel high precision roller enveloping reducer is selected, and effects of key parameters on its lubrication performance were thoroughly studied. The key parameters include oil viscosity, immersion depth, rotation speed of the worm gear, worm arrangement, and volume of oil recess. Taguchi method was then applied to optimize those parameters to achieve an enhanced lubrication performance in the roller enveloping reducer. The research approach employed for this study can be described as follows: at first, a numerical simulation study was performed and simulation results were validated using experimental data; next, design domains for the key parameters were created over a wide range of values, and the design of experiments (DOE) method was applied to determine how the parametric values affect the lubrication characteristics via numerical calculations; afterwards, analysis of variance (ANOVA) was performed to determine the parametric values that would lead to the optimal lubrication performance. Our results showed that the novel roller enveloping reducer can provide desirable lubrication and meshing performance by applying the optimal parametric values. In our study, the lubrication performance is indicated in terms of churning losses and number of lubrication particles. Effects of the key parameter on them are discussed in this paper. This study presents a design method for screening the optimal parameters for best lubrication performance of gear systems. The employed research approach can be applied for lubrication design of other transmission systems.

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Funding

This work was supported by the National Natural Science Foundation of China under grant no. 51875479 and the Sichuan Distinguished Youth Fund under grant no. 19JCQN.

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Authors and Affiliations

  1. College of Nuclear Technology and Automation Engineering, Chengdu University of Technology, Chengdu, 610059, Sichuan, People’s Republic of China

    Xingqiao Deng

  2. School of Mechanical Engineering and Automation, Xihua University, Chengdu, 610039, Sichuan, People’s Republic of China

    Shisong Wang

  3. Department of Mechanical Engineering, Mississippi State University, Mississippi State, MS, 39762, USA

    Hammi Youssef & Yucheng Liu

  4. Center for Advanced Vehicular Systems, Mississippi State University, Mississippi State, MS, 39762, USA

    Hammi Youssef & Yucheng Liu

  5. Tribology Research Institute State Key Laboratory of Traction Power, Southwest Jiaotong University, Chengdu, 610031, Sichuan, People’s Republic of China

    Linmao Qian

Authors
  1. Xingqiao Deng
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  2. Shisong Wang
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  3. Hammi Youssef
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  4. Linmao Qian
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  5. Yucheng Liu
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Corresponding author

Correspondence to Yucheng Liu.

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The authors declare that they have no conflict of interest.

Replication of results

The authors declare that all results presented in this work are replicable. Computer models, original experimental data, and other nonconfidential data relevant to the present study are available upon request.

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Editorial Responsibility: Axel Schumacher

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Deng, X., Wang, S., Youssef, H. et al. Study on the influence of key design parameters on lubrication characteristics of a novel gear system applying Taguchi method. Struct Multidisc Optim 62, 2833–2847 (2020). https://doi.org/10.1007/s00158-020-02640-1

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  • DOI: https://doi.org/10.1007/s00158-020-02640-1

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