Experimental kinematic analysis of an intermittent motion planetary mechanism with elliptical gears
Alexander Prikhodko^{1}
^{1}Land Transport and Mechanics department, Kuban State Technological University, Krasnodar, Russia
Journal of Measurements in Engineering, Vol. 8, Issue 3, 2020, p. 122131.
https://doi.org/10.21595/jme.2020.21583
Received 8 July 2020; received in revised form 20 August 2020; accepted 28 August 2020; published 30 September 2020
Intermittent motion mechanisms are widely used in semiautomatic and automatic machinery. Currently, the most common are mechanisms with a oneway coupling or mechanisms of variable structure. The intermittent movement in these mechanisms is provided by breaking the kinematic chain, so their use is undesirable in highspeed machines. The paper presents and analyzes kinematics of planetary transmission with elliptical gears, which performs intermittent motion of output link without interruption of kinematic chain. A kinematic model of the mechanism is constructed, and there are obtained equations for determining the velocity analogue of the output link of the planetary gear. An experimental verification of the adequacy of the developed mathematical model was carried out on the example of studying the position function of the mechanism. The measurement errors were estimated using statistical methods. Using the chisquared test, the hypothesis of a normal distribution of measurement errors was verified, and confidence interval was determined.
 The kinematic analysis of the intermittent motion planetary mechanism with elliptical gears is presented
 An experimental setup of the planetary gear is presented and the position function of the mechanism is measured
 The measurement errors were estimated using statistical methods, the hypothesis of their normal distribution was verified, and confidence interval was determined
Keywords: intermittent motion, planetary mechanism, noncircular gears, kinematics, position function, measurement errors, chisquared test, normal distribution, confidence interval.
1. Introduction
Intermittent motion mechanisms are widely used in mechanical engineering [16]. The most widespread practical application they received in semiautomatic and automatic machinery, instruments, watches, projectors, ordinance machine tools, as well as in printing, packaging, transfer lines, etc. [1, 2].
Intermittent motion mechanisms allow having specified duration stops of output link at continuous motion of the input link. Currently, the most studied and common are two types of mechanisms:
– mechanisms of a permanent structure with a oneway coupling (anchor mechanisms, ratchets);
– variable structure mechanisms (Geneva drives, star wheels, mutilated gears).
Today the Geneva drives is extensively used in automatic machinery (the tool changers in CNC machines; the turrets of turret lathes, screw machines, and turret drills; some kinds of indexing heads and rotary tables; and so on) or conveyors [7, 8]. In order to reduce shockloading, a basic Geneva mechanism in combination with linkages, gears, and cams is applied as shown in [9]. Another method to improve the dynamic performance and kinematic characteristics of the mechanism is using curved slots as reported in [10, 11].
The intermittent movement in these mechanisms is provided by breaking the kinematic chain, so their use is undesirable in highspeed machines, due to shocks arising at the beginning and end of the movement phase [12]. Thus, there is an actual task to develop and study mechanisms with intermittent movement of the output link, which is carried out without breaking of the kinematic chain.
Recently, a large number of scientific papers have been published on the practical application of mechanisms with noncircular gear wheels [13]. This type of gear implements various types of movement of the working bodies and is widely used in a variety of mechanical systems.
For example, there are proposed: variableratio chain drives with noncircular sprockets for bicycles [14]; a mechanism incorporating a Geneva wheel and a gear train to achieve intermittent motion [15]; the gear drives with noncircular gears applied for speed variation and generation of functions [16]; planetary gears with noncircular wheels as a part of rotor hydraulic machines [17]; a knee motion assist mechanism for wearable robot with noncircular gear and grooved cams [18]; a planetary gear train with noncircular gears for high performance bicycles [19]. Noncircular gears are also used to reduce speed and torque fluctuations in rotating shafts [20], to balance shaking moments in spatial linkages [21].
The various use of noncircular gears is explained by the large progresses made in their design and manufacture. Significant successes in this area are described in the papers [13, 2224] of scientists from Wuhan University of Technology, who presented various schemes of planetary mechanisms with noncircular wheels and technologies for their manufacture. There are developed mechanisms with external, internal gearing, as well as bevel gears with noncircular wheels [13]. Based on the theory of screws, a study was carried out to investigate the generation of noncircular bevel gear with freeform tooth profile and curvilinear tooth lengthwise [23].There are developed methods for the formation of gears and predicting the cutting force of a rack with a variable gear ratio, including novel discrete algorithms of contact length and chip area [24].
Thus, noncircular planetary gears are one of the most promising mechanisms for converting the rotational motion of the input shaft into the desired type of motion of the output shaft. Therefore, their theoretical and experimental studies are relevant and can be used in the design, manufacture and practical application in industry [25, 26].
The object of research in this article is a tworow planetary gear transmission with two external gears, including a pair of cylindrical gears and a pair of elliptical gears (Fig. 1), which is presented in [27].
Fig. 1. Design of the intermittent motion planetary mechanism: 0 – cover, 1 – input shaft, 2 – carrier, 3 – output shaft, 4 – sun spur stationary gear, 5 – elliptical gear, 6 – spur planet gear, 7 – elliptical planet gear, 8 – satellite shaft
Planetary transmission (Fig. 1) operates as follows. The input shaft 1 performs rotational movement, which is translated to the carrier 2, thereby the spur gear 6 rotates around a stationary gearwheel 4. The rotational motion of the spur gear 6 transmitted to the satellite shaft 8 and the elliptical gear 7 which drives the elliptical gear 5 and the output shaft 3 respectively. At moment when the gear ratio of elliptical gears pair is equal to the ratio of cylindrical gears pair, the output shaft 3 is stopped. Further, the angular velocity of output shaft increases to a maximum value and then decreases again to zero. This provides the intermittent motion of the output shaft.
The aim of the paper is theoretical and experimental kinematic study of the proposed planetary mechanism with elliptical gears.
2. Kinematic model of planetary mechanism
The proposed mechanism is characterized by the following main parameters: radius ${R}_{1}={d}_{1}/2$ of the sun spur gear, radius ${R}_{2}={d}_{2}/2$of the satellite spur gear, semimajor axis $a$, minor axis $b$, eccentricity $e$ and focal distance $c$ of elliptical gears (Fig. 2).
Fig. 2. Scheme of the intermittent motion planetary mechanism
As can be seen from Fig. 2, to ensure intermittent motion of the output link, the dimensions of the cylindrical and elliptical gears are related by the following equations:
To conduct a kinematic analysis of the proposed mechanism, there is constructed positions and linear velocities plans of mechanism links (Fig. 3) [26, 28]. Intermittent motion of the output link in this case is achieved by the fact that point D on the velocity plan will not intersect the zero line.
Fig. 3. Plans of positions and linear velocities of the mechanism links
a)
b)
c)
d)
e)
The vector CC' from the point C lying at the same level as the point C in the mechanism scheme shows the velocity of the carrier point C. Connecting the point C' with the point A, which corresponds to the stationary point A on the axis of the carrier, gives a line C'A showing distribution of the carrier CA linear velocity. For a satellite, there are known the velocities of two points: the point C, which is common for a satellite and a carrier, and the point B, the velocity of which is equal to zero in accordance with the condition of rolling of the initial circle of a gear 6 on the initial circle of a gear 4. Point B matches with the point B with the velocity plan. Connecting point C' with point B gives the linear velocity distribution line for a satellite. The velocity of point D is shown by the vector DD', while point D' lies on the line BC'. This point is common for the elliptical gears 5 and 7. Consequently, connecting point D' with point A gives the distribution line of linear velocity of an elliptical gear 5 and, thus, that of a output shaft 3. At the moment when the gear ratio of the pair of elliptical wheels is equal to the gear ratio of the pair of cylindrical wheels, the output shaft 3 is stationary (position $a$). Then the velocity of the output shaft increases (position $b$) and reaches its maximum value (position $c$), then again decreases (position $d$) to zero (position $e$). This way provides intermittent movement with stops of the output link.
An analogue of the angular velocity of the output link 3, according to Fig. 3, will be determined as:
where ${\omega}_{3}$ and ${\omega}_{1}$ are angular velocities of input and output shafts, respectively; ${v}_{D}$ and ${v}_{C}$ are linear velocities of points D and C; BD, BC, AC and DE are lengths of the segments in Fig. 3.
The distances AC and BC in Eq. (3) are determined as:
To determine the segments BD and DE, it is necessary to find the length of the segment CD. It is determined by the equation of the centroid of an elliptical wheel [29, 30]:
where ${\phi}_{7}={R}_{1}/{R}_{2}\bullet {\phi}_{1}$ is the angle of rotation of the elliptical wheel 7.
Then, according to Fig. 3, the segments BD and DE are defined as:
By substituting Eqs. (48) in Eq. (3), the equation for determining the analogue of the output shaft angular velocity is obtained:
Thus, by integrating Eq. (9) over the generalized coordinate ${\phi}_{1}$, the function of the mechanism output link angle of rotation can be obtained.
3. Experimental analysis of the output link position function
Using the study of the position function ${{\phi}_{3}(\phi}_{1})$, we verify the adequacy of the developed kinematic model to a real mechanism. For further research, a prototype of the planetary gear was designed and manufactured from ABS plastic using additive technologies (Fig. 4).
The rotation angle is measured using absolute encoders mounted on the input and output shafts of the mechanism (Fig. 5). The signal from the sensors is processed using the controller, which performs the function of an analogtodigital converter, and then transmitted to a personal computer. Further, the obtained data can be easily processed in any computer mathematics system, for example, MathCAD.
Fig. 4. Prototype of the planetary intermittent motion mechanism: 0 – cover, 1 – input shaft, 2 – carrier, 3 – output shaft, 4 – sun spur stationary gear, 5 – elliptical gear, 6 – spur planet gear, 7 – elliptical planet gear, 8 – satellite shaft
Fig. 5. Experimental setup: 0 – cover, 1 – input shaft, 2 – carrier, 3 – output shaft, 4 – sun spur stationary gear, 5 – elliptical gear, 6 – spur planet gear, 7 – elliptical planet gear, 8 – satellite shaft, 9, 10 – angle sensors, 11 – controller, 12 – PC
Brief specifications of the experimental setup are presented in Table 1.
Table 1. Geometrical and electrical characteristics of the experimental setup
Geometrical parameters of the mechanism  
${R}_{1}$, mm  ${R}_{2}$, mm  $a$, mm  $b$, mm  $c$, mm  $e$  
16  9  12.5  12  3.5  0.28  
Parameters of angle sensor  
Resolution  Linearity  Update speed  Output signal  Outside diameter  
360° / 4096 ≈ 0.088°  0.3 %  0.6 ms  05 V  22 mm 
The study of the position function was carried out by measuring the rotation angles of the input and output shafts of the planetary mechanism. The theoretical position function and the results of the measurements are shown in Fig. 6.
Designations $a$, $b$, $c$, $d$ and $e$ in Fig. 6 correspond to the positions in Fig. 3. Kinematic analysis showed that the output link is stopped every 202.5° of the input link rotation. Fig. 6 shows that the kinematics of the mechanism is described correctly, and the maximum deviations of the experimental results from theoretical data did not exceed 5 %.
To perform a complete analysis of the experimental data, it is necessary to conduct a statistical analysis of the measurement results. Fig. 7 shows graphs of the absolute errors of the experimental results.
Fig. 6. Theoretical position function and measurements
Fig. 7. Absolute measurement errors
Let us construct an interval variational series of the obtained experimental data. The optimal number of intervals $k$ was assessed using Sturges’ rule [31, 32]:
where $n$ is the size of the experimental data ($n=$ 148).
Dividing the sample into $k=$ 9 intervals according to Eq. (10), a histogram of dispersion of the measurement results was constructed (Fig. 8).
Fig. 8. Histogram of measurement errors
Further, it is necessary to verify the hypothesis of the normal distribution of the studied sample. The parameters of the normal distribution [33, 34] (mathematical expectation $M\left(X\right)$ and standard deviation $\sigma \left(X\right)$) are determined by the following equations:
where ${x}_{i}$ is the average value of the interval, ${p}_{i}$ is the probability that the value falls into the interval.
For the studied sample $M\left(X\right)=\text{0.027}$ and $\sigma \left(X\right)=\text{1.298}$. The theoretical probabilities of falling into the interval were calculated through the integral function:
where $F\left(Z\right)$ is the integral function of the selected distribution law (in our case, the law of normal distribution).
Theoretical interval frequencies are determined by the following equation:
Histograms of empirical and theoretical frequencies are plotted on the same graph (Fig. 9) and allow to compare the results.
Fig. 9. Histograms of empirical and theoretical frequencies
Fig. 9 shows that the empirical and theoretical frequencies have close values. To test the hypothesis of a normal distribution, the Pearson’s criterion [35, 36] is used:
The correspondence of the obtained value ${\chi}^{2}=\text{7.595}$ to the selected hypothesis about the normal distribution was checked by the significance level $\alpha =\text{0.05}$ and the number of degrees of freedom $r=\text{6}$. Since ${\chi}^{2}<{\chi}_{\alpha ,r}^{2}$, then the selected hypothesis is considered true.
The percentage of probability that the distribution belongs to normal can be expressed as [37]:
where $\u0413\left(r/2\right)$ is the gamma function, $r$ is the number of degrees of freedom.
Using Eq. (16), we obtain $\alpha =$ 26.93. Thus, this distribution is normal with the significance level 26.93 %.
Further, we determine the measurement error with a confidence probability of $P=$ 0.99. The quantile of distribution $m$ is determined from the following equation:
where $\u0424\left(m\right)$ is the Laplace function.
Since the Laplace function is odd, therefore $\u0424\left(m\right)=\u0424\left(m\right)$. Transforming the Eq. (17), we obtain:
Using the table of values of $\u0424\left(Z\right)$ [38], we find $m=$ 2.57. Then the confidence interval with a reliability of 0.99 is written in the form:
Thus, the errors of the performed position function measurements with a probability of 0.99 fall into the interval 0.027°±3.33°.
4. Conclusions
The paper presented kinematics of the tworow planetary gear transmission with two external gears, including a pair of cylindrical gears and a pair of elliptical gears, which performs the intermittent motion. Plans of positions and velocities were constructed, as a result of kinematic analysis, there was obtained equation to determine the angular velocity analogue of the mechanism output link.
The conducted experimental studies confirmed the adequacy of the constructed kinematic model to the real mechanism. The statistical analysis showed:
– maximum deviations of the measurement results do not exceed 5 %;
– the distribution of measurement errors corresponds to the normal law;
– errors of the obtained measurements with a probability of 0.99 lie in the confidence interval 0.027°±3.33°.
Thus, the obtained kinematic characteristics can be used in further dynamic, force analysis, as well as in the design of intermittent motion mechanisms with proposed planetary gear.
Acknowledgements
The reported study was funded by scholarship of the president of the Russian Federation according to the research project SP2763.2019.1.
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