Gearbox Design for a Spacer Cart

Overview

A group project to design a complete 3-speed forward + 3-speed reverse gearbox for a spacer cart. The gearbox uses a three-shaft layout (input, counter, output) with dog-clutch engagement and a ball-and-socket shifting mechanism.

My contributions covered the full analytical design pipeline: deriving gear radius equations from the shaft geometry, writing a brute-force search in Python to find feasible tooth/module combinations, performing gear safety calculations (Lewis, Buckingham, wear), shaft bending moment analysis with Python-generated BMD plots, bearing selection, and the complete shifting mechanism geometry and CAD design.

The project was a collaborative effort between three team members. The spacer cart concept was selected from three proposals. The content on this page focuses on my individual contributions.

Gear System & Layout

Shaft Arrangement

The gearbox uses a three-shaft layout — input, counter, and output — with three gear ratios for forward drive and three for reverse. A common gear pair between the counter shaft and output shaft is shared across all forward speeds.

Design Choices

A 20° full-depth involute gear tooth system was selected — it can be cut with standard hobs and the higher pressure angle produces stronger teeth compared to 14½° systems. The minimum number of teeth on any pinion is 18 to avoid interference.

Shaft centre distances are constrained by the gear ratios and the requirement that gear radius R=mT/2R = mT/2 must yield a positive whole-number tooth count for a standard module. This creates a combinatorial feasibility problem solved by exhaustive search.

Gear Material

AISI 1065 Steel — UTS 635 MPa, Brinell 187. Used for shaft gearing.

Pinion Material

SAE J431 Gray Cast Iron (G2500) — selected after safety calculations showed 180 MPa UTS is sufficient.

Gear Ratios

Forward: 0.8, 1.5, 2.25 — Reverse: 1.6, 3.0, 4.5. Common pair: 2.0.

Shaft Distances

Input–Output: 107.25 mm, Input–Counter: 146.25 mm, Counter–Output: 99 mm.

Tooth Count Search (Python)

Brute-Force Feasibility Search

Each gear's radius is determined by the shaft centre distance and the velocity ratio. For example, for the first reverse pinion:

Rr1i=LioN1+1R_{r_{1}i} = \frac{L_{io}}{N_1 + 1}

Since D=m×TD = m \times T (diameter = module × teeth), and both module and teeth count must be discrete (standard module list and integer teeth ≥ 18), the problem becomes a combinatorial search. A brute-force search in Python was used:

  1. Choose a module from the standard list and iterate tooth count from 18 upward for the first gear pair, calculating LioL_{io} for each.
  2. For each feasible LioL_{io}, compute radii of the remaining gears. Try every standard module for each pair and keep only combinations yielding integer teeth.
  3. Filter: discard any entry with fractional teeth or count below 18. The search produced 233 candidate rows for reverse gears alone.
  4. Select the row with the largest module — fewer teeth, easier manufacturing, stronger tooth profile.

Forward Gear Results

Output of the Python search showing all feasible module combinations for the forward gear set. The same iterative method was applied to reverse gears and the common gear pair. Entries with the largest modules were selected to minimise tooth count and maximise strength.

Selected Gear Geometry

Gear PairModuleVRPinion TeethGear TeethPinion ⌀ (mm)Gear ⌀ (mm)
Reverse 1st2.751.6304882.5132.0
Reverse 2nd1.3753.03911753.6160.9
Reverse 3rd1.54.52611739.0175.5
Common3.02.0224466.0132.0
Forward 1st2.50.85265130.0162.5
Forward 2nd1.51.578117117.0175.5
Forward 3rd2.52.25368190.0202.5

Gear Safety Calculations

Lewis, Buckingham & Wear Analysis

Each pinion was checked against three failure modes following classical machine design methodology:

Lewis Equation

WT=σwbpcyW_T = \sigma_w \, b \, p_c \, y

Tangential tooth load vs. permissible bending stress. Determines minimum face width bminb_{\min} for each pinion. Velocity factor CvC_v scales the allowable stress for pitch-line speed.

Buckingham (Dynamic Load)

WD=WT+21v(bC+WT)21v+bC+WTW_D = W_T + \frac{21v(bC + W_T)}{21v + \sqrt{bC + W_T}}

Accounts for tooth error and impact. The deformation factor CC depends on tooth error in action and gear/pinion moduli of elasticity. Safety: WS1.35WDW_S \geq 1.35 \, W_D.

Wear (Limiting Load)

Ww=DpbQKW_w = D_p \, b \, Q \, K

Surface endurance check. Load stress factor KK is derived from surface endurance limit σes=2.8×BHN70\sigma_{es} = 2.8 \times \text{BHN} - 70. All pinions passed with large margins.

Shaft Bending Analysis (Python)

Reverse Gear Loads

When reverse gears are engaged, the tangential load acts downward on the input shaft. The force at each gear is F=τ/RF = \tau / R where τ=3.2\tau = 3.2 Nm (max engine torque). The largest force occurs at the 3rd reverse gear (smallest radius, 19.5 mm) at 164 N.

BMD — Reverse Engagements

Free-body and bending moment diagrams for all three reverse gear engagement cases. Each scenario considers gear weight and tangential tooth load as point forces along the shaft. These plots were generated in Python using the gear positions and loads.

BMD — Forward (Horizontal & Vertical)

Forward gears create loads in both horizontal and vertical planes. Separate BMDs were computed for each component. The horizontal plane carries the tangential tooth load while the vertical plane carries gear weight.

Combined BMD — Forward

Combined bending moment diagram for all forward gear engagement cases. The maximum bending moment across all scenarios (reverse + forward) was 9.68 Nm at 3rd reverse engagement. This was used together with the twisting moment (3.2 Nm) to find the equivalent twisting moment and minimum shaft diameter.

Shaft Diameter & Bearing Selection

The equivalent twisting moment combines bending and torsion with shock factors:

Te=(KmM)2+(KtT)2=(1.5×9.68)2+(1×3.2)2=14.87  NmT_e = \sqrt{(K_m M)^2 + (K_t T)^2} = \sqrt{(1.5 \times 9.68)^2 + (1 \times 3.2)^2} = 14.87 \; \text{Nm}

Solving for minimum shaft diameter with τmax=247\tau_{\max} = 247 MPa:

dmin=(16Teπτmax)1/3=6.74  mmd_{\min} = \left(\frac{16 \, T_e}{\pi \, \tau_{\max}}\right)^{1/3} = 6.74 \; \text{mm}

A 10 mm shaft diameter was selected to provide a safety margin and match available bearing sizes. Deep-groove ball bearings were chosen based on dynamic load ratings calculated from the tangential tooth loads using standard bearing life equations (20,000 hours design life).

Shifting Mechanism

9-Position Shifting Arrangement

The shifting mechanism has 9 positions — three rows (left/middle/right), each with forward, neutral, and reverse. A dog-clutch engagement was used: the shifter moves a collar that slides on a splined shaft to mesh with the target gear.

Shifter–Dog Clutch Link

The shifting lever tip moves approximately the same distance as the dog clutch travel (6.5 mm). The geometry calculations derive the shifting angle θ=tan1(l1/r1)\theta = \tan^{-1}(l_1 / r_1) and the inter-fork angle α=tan1(l2/r2)\alpha = \tan^{-1}(l_2 / r_2) to determine lever dimensions.

Lever Engagement Geometry

Dimensions of the lever's engagement part were derived analytically. Height, depth, and width were each constrained by geometric relationships between the fork radius, shifter tip radius, and the angular travel needed for reliable engagement.

Shifting Geometry Results

ParameterValueParameterValue
Fork radius (r₂)100.0 mmdr₁2.04 mm
Lever length (l)170.0 mmdr₂1.41 mm
Socket radius (r₃)23.5 mmTotal dr3.45 mm
Tip radius (r₄)5.0 mmdl0.18 mm
Shifter radius (r₁)70.0 mmr₅8.45 mm
θ (forward/back)4.09°r₆5.18 mm
α (inter-fork)9.65°r₇8.50 mm
α′ (lever angle)13.85°

Final Design (CAD)

Overall Shifting Mechanism

The shifting mechanism uses a ball-and-socket joint for smooth multi-axis shifting. The shifter is hollow (2 mm wall thickness) to reduce weight, with a globular tip to minimise contact area and wear against the levers.

Engagement Section View

Sectional view of the engagement location. The lever engagement parts are aligned in a straight line when all are in neutral position. Levers connect to forks through transition fits that lock relative rotation, while M10 bolts constrain lateral movement.

Socket & Shift Gate

The socket was designed so that only the allowable shifter movements can be made — the internal geometry acts as a shift gate. Cut dimensions were derived from the shifting geometry calculations. The socket is machined separately and welded to the housing top for tighter tolerances.

Shifter in Housing

Location of the shifter in the overall gearbox housing. Levers are held in place through clearance-fit slots built into the middle housing section, allowing the sliding motion needed during gear shifts. The longest lever has two holding sockets for stability while the shorter ones rely on fork interference fits.

My Contributions (Summary)

  • Gear radius & tooth count derivation — derived the system of 31 equations relating shaft distances, velocity ratios, and gear radii.
  • Python brute-force search for feasible tooth/module combinations — iterated standard modules and tooth counts across all gear pairs to find geometrically valid configurations.
  • Gear safety calculations — Lewis bending, Buckingham dynamic load, static tooth load, and limiting wear load for every pinion.
  • Shaft bending analysis with Python-generated BMD plots — free-body diagrams and bending moment curves for all 6 gear engagement cases (3 reverse + 3 forward), leading to equivalent twisting moment and shaft diameter.
  • Bearing selection — static/dynamic load ratings and bearing life calculations for deep-groove ball bearings on a 10 mm shaft.
  • Shifting mechanism geometry & CAD — derived all shifting angles and dimensions analytically, designed the ball-and-socket mechanism, shift gate, lever system, and housing integration in SolidWorks.

Technology Stack

Python (Jupyter)Brute-force tooth search & BMD plotting
SolidWorksFull gearbox CAD & shifting mechanism
Classical Machine DesignLewis, Buckingham, wear analysis
MATLABSupplementary symbolic derivation

Nuwantha Kumara

Mechanical Engineering student passionate about software development, simulations, and creating impactful solutions.

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