ANSI AGMA 6013-B16-2016 Standard for Industrial Enclosed Gear Drives.pdf

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1、ANSI/AGMA 6013-B16 ANSI/AGMA 6013-B16 (Revision of ANSI/AGMA 6013-A06) American National Standard Standard for Industrial Enclosed Gear Drives AMERICAN NATIONAL STANDARD ANSI/AGMA 6013-B16 AGMA 2016 All rights reserved i Standard for Industrial Enclosed Gear Drives ANSI/AGMA 6013-B16 Revision of ANS

2、I/AGMA 6013-A06 Approval of an American National Standard requires verification by ANSI that the requirements for due process, consensus and other criteria for approval have been met by the standards developer. Consensus is established when, in the judgment of the ANSI Board of Standards Review, sub

3、stantial agreement has been reached by directly and materially affected interests. Substantial agreement means much more than a simple majority, but not necessarily unanimity. Consensus requires that all views and objections be considered, and that a concerted effort be made toward their resolution.

4、 The use of American National Standards is completely voluntary; their existence does not in any respect preclude anyone, whether he has approved the standards or not, from manufacturing, marketing, purchasing or using products, processes or procedures not conforming to the standards. The American N

5、ational Standards Institute does not develop standards and will in no circumstances give an interpretation of any American National Standard. Moreover, no person shall have the right or authority to issue an interpretation of an American National Standard in the name of the American National Standar

6、ds Institute. Requests for interpretation of this standard should be addressed to the American Gear Manufacturers Association. CAUTION NOTICE: AGMA technical publications are subject to constant improvement, revision or withdrawal as dictated by experience. Any person who refers to any AGMA Technica

7、l Publication should be sure that the publication is the latest available from the Association on the subject matter. Tables or other self-supporting sections may be referenced. Citations should read: See ANSI/AGMA 6013-B16, Standard for Industrial Enclosed Gear Drives, published by the American Gea

8、r Manufacturers Association, 1001 N. Fairfax Street, Suite 500, Alexandria, Virginia 22314, http:/www.agma.org. Approved April 5, 2016 ABSTRACT This standard includes design, rating, lubrication, testing, and selection information for enclosed gear drives, including foot mounted, shaft mounted, scre

9、w conveyor drives, and gearmotors. These drives may include spur, helical, herringbone, double helical, or bevel gearing in single or multistage arrangements as either parallel, concentric, or right angle configurations. Published by American Gear Manufacturers Association 1001 N. Fairfax Street, Su

10、ite 500, Alexandria, Virginia 22314 Copyright 2016 by American Gear Manufacturers Association All rights reserved. No part of this publication may be reproduced in any form, in an electronic retrieval system or otherwise, without prior written permission of the publisher. Printed in the United State

11、s of America ISBN: 978-1-55589-049-0 American National Standard AMERICAN NATIONAL STANDARD ANSI/AGMA 6013-B16 AGMA 2016 All rights reserved ii Contents Foreword vi 1 Scope 1 1.1 Limitations . 1 1.2 Exceptions 1 2 Normative references . 1 3 Symbols and terms . 2 3.1 Symbols 2 3.2 Terms 3 3.2.1 Gearmo

12、tors 3 3.2.2 Shaft mounted drives . 3 3.2.3 Foot mounted drives 3 3.2.4 Flange or face mounted drives 3 3.2.5 PAO synthetic lubricant . 3 3.2.6 PAG synthetic lubricant . 3 4 Application and design considerations . 3 4.1 Momentary load 3 4.2 Rating factors 4 4.3 System analysis 4 4.4 Considerations f

13、or cold temperature operation 4 4.5 Inertia effects 4 4.5.1 Large motor inertia small driven inertia 4 4.5.2 Small motor inertia large driven inertia . 4 4.5.3 Other inertia considerations . 4 4.6 Additional application and design considerations . 5 5 Unit rating . 5 5.1 External loading 5 5.2 Effic

14、iency . 5 5.2.1 Electric motor . 6 5.3 Application power 6 5.4 Momentary overloads . 6 6 Gear rating criteria 6 6.1 Pitting resistance power rating, Pac . 7 6.1.1 Pitting resistance for spur and helical gearing . 7 6.1.2 Pitting resistance for bevel gears. 8 6.2 Bending strength power rating, Pat 8

15、6.2.1 Bending strength for spur and helical gearing . 8 6.2.2 Bending strength for bevel gears . 9 6.3 Allowable stress numbers for pitting resistance and bending strength 9 6.4 Load spectrum analysis 9 7 Thermal power rating 9 8 Component design . 10 8.1 Housing . 10 8.2 Threaded fasteners . 10 8.3

16、 Bearings 10 8.4 Shafting . 10 8.5 Balancing 10 8.6 Keys 10 AMERICAN NATIONAL STANDARD ANSI/AGMA 6013-B16 AGMA 2016 All rights reserved iii 8.6.1 External keyways . 10 8.6.2 Interference fit of hubs and shafts . 10 8.7 Torque arms 11 8.8 Backstops . 12 8.8.1 Backstop types. 12 8.8.2 Selection and ap

17、plication . 12 8.8.3 Installation 12 8.8.4 Lubrication . 13 8.9 Couplings 13 8.10 Shrink discs . 13 8.11 Shaft bushings 13 8.11.1 Bushing types 13 8.11.2 Design considerations . 14 8.11.3 Installation criteria 15 8.12 Electric motors 15 8.12.1 Motor types 15 8.12.2 Selection criteria 16 8.13 Other c

18、omponents 16 9 Service factors and application classification . 17 9.1 Selection of recommended factors . 17 9.2 Service factors 17 9.3 Application classification numbers 17 9.4 Determining service factor or application class number . 18 9.4.1 Operational characteristics 18 9.4.2 System conditions 1

19、8 9.4.3 Special considerations . 19 10 Overhung load 19 11 Lubrication and lubricants . 20 11.1 Lubrication 20 11.1.1 Ambient temperature . 20 11.1.2 Other considerations 20 11.1.3 Oil sump temperature 20 11.1.4 Food and drug 21 11.1.5 Mounting position . 21 11.1.6 Corrosion . 21 11.2 Lubricant visc

20、osity. 21 11.3 Lubricant recommendation . 21 11.3.1 External cooling . 22 11.3.2 Lubricant viscosity considerations . 22 11.4 Cold temperature conditions . 22 11.4.1 Cold temperature gear lubricants 22 11.4.2 Sump heaters. 23 11.5 Lubricant types 23 11.5.1 Rust and oxidation inhibited gear lubricant

21、s 23 11.5.2 Antiscuff lubricants . 23 11.5.3 Synthetic gear lubricants . 23 11.5.4 Synthetic lubricant selection 23 11.6 Lubricant maintenance . 24 11.6.1 Initial lubricant maintenance 24 11.6.2 Subsequent lubricant maintenance . 24 11.6.3 Abnormal operating conditions 24 11.6.4 Cleaning and flushin

22、g 24 AMERICAN NATIONAL STANDARD ANSI/AGMA 6013-B16 AGMA 2016 All rights reserved iv 11.6.5 Cleaning with solvents . 25 11.6.6 Inspection . 25 11.6.7 Lubricant disposal 25 12 Sound and vibration 25 13 Assembly and shaft rotation . 25 14 Ratios and output speeds . 28 15 Sizes, designations and ratios

23、for AGMA standard size shaft mounted gear drives . 29 15.1 AGMA standard sizes . 29 15.2 Standard designations 29 15.3 Ratios 30 16 Screw conveyor drive dimensions 30 17 Marking and identification . 30 18 Storage . 30 18.1 Normal storage . 31 18.2 Adverse conditions or long term storage 31 18.3 Remo

24、val from storage 31 19 Installation . 31 Annexes Annex A (informative) Service factors and application classification numbers . 32 Annex B (informative) Keys and keyways for shaft extensions 46 Annex C (informative) Test and inspection procedures 53 Annex D (informative) Owner responsibilities . 55

25、Annex E (informative) Screw conveyor drive dimensions . 57 Annex F (informative) Illustrative examples 59 Annex G (informative) Recommended bore sizes for AGMA standard size shaft mounted drives 68 Annex H (informative) Installation . 69 Annex I (informative) Wormgearing 73 Annex J Bibliography 77 F

26、igures Figure 1 Threaded rod torque arm . 11 Figure 2 Torque link . 11 Figure 3 Single point torque arm 12 Figure 4 Shaft rotation 25 Figure 5 Parallel shaft spur, helical and herringbone gear drives, single or multiple stages . 26 Figure 6 Horizontal bevel gear drives, single stage; horizontal beve

27、l - helical drives, multiple stage . 27 Figure 7 Vertical bevel gear drives, single stage; vertical bevel - helical drives, multiple stage . 27 Figure 8 Standard designations . 30 Figure B.1 Diagrams for metric keys 46 Figure B.2 Diagrams for metric keyways . 48 Figure B.3 Diagrams for inch keys wit

28、h fillet radius and key chamfer . 50 Figure B.4 Diagrams for inch keyways 51 Figure E.1 Drive shaft dimensions . 57 Figure E.2 Screw conveyor drive mounting dimensions 58 Tables Table 1 Symbols 2 Table 2 Shaft diameter tolerances for supporting shafts . 15 Table 3 Service factor, KSF . 18 Table 4 Ov

29、erhung load factor, Koh . 20 Table 5 Viscosity grade requirements 21 Table 6 Viscosity grade guidelines 22 AMERICAN NATIONAL STANDARD ANSI/AGMA 6013-B16 AGMA 2016 All rights reserved v Table 7 Output speeds for preferred ratios 28 Table 8 Standard sizes and maximum bores. 29 Table 9 Nominal ratios .

30、 30 Table A.1 Conversion table for single or multi-cylinder engines 33 Table A.2 Service factors for enclosed gear drives . 33 Table A.3 Application classification 39 Table A.4 Industrial duty overhead electric crane service factors . 44 Table A.5 Service factors for industrial duty overhead electri

31、c cranes 44 Table A.6 Mill duty overhead electric crane service factors . 44 Table B.1 Metric dimensions and tolerances of keys, millimeters . 47 Table B.2 Metric dimensions and tolerances of keyways, millimeters . 49 Table B.3 Inch dimensions and tolerances of keys, inches . 50 Table B.4 Inch dimen

32、sions and tolerances of keyways, inches. 52 Table E.1 Screw conveyor drive shaft dimensions, inches 57 Table E.2 Screw conveyor drive mounting dimensions, inches. 58 Table G.1 Recommended output bore diameters for inch shafts 68 AMERICAN NATIONAL STANDARD ANSI/AGMA 6013-B16 AGMA 2016 All rights rese

33、rved vi Foreword The foreword, footnotes and annexes, if any, in this document are provided for informational purposes only and are not to be construed as a part of AGMA Standard 6013-B16, Standard for Industrial Enclosed Gear Drives. This standard revises, combines and supersedes two previous indep

34、endent standards, ANSI/AGMA 6009-A00, Standard for Gearmotors, Shaft Mounted and Screw Conveyor Drives, and ANSI/AGMA 6010-F97, Standard for Spur, Helical, Herringbone and Bevel Enclosed Drives. The history of these standards have their roots in: - AGMA 420.04, Practice for Enclosed Speed Reducers o

35、r Increasers Using Spur, Helical, Herringbone and Spiral Bevel Gears - AGMA 460.05, Practice for Gearmotors Using Spur, Helical, Herringbone and Spiral Bevel Gears - AGMA 480.06, Practice for Spur, Helical and Herringbone Gear Shaft-Mounted Speed Reducers ANSI/AGMA 6013-A06 presents general guidelin

36、es and practices for design, rating and lubrication of parallel, concentric, and right angle shaft drives. It includes foot mounted, shaft mounted, screw conveyor drives, and gearmotors. It includes the available data, gear technology, and operational experience. The comprehensive thermal rating pro

37、cedure has been removed but is included by reference to AGMA ISO 14179-1. This standard reflects the consolidation of “Enclosed Drives”, to include gearmotors, shaft mounted, and screw conveyor drives, into a single document. The allowable stress numbers used in this standard are derived from ANSI/A

38、GMA 2001-D04, Fundamental Rating Factors and Calculation Methods for Involute Spur and Helical Gear Teeth and ANSI/AGMA 2003-C10, Rating the Pitting Resistance - expanded crane service factor recommendations; - revised and updated lubrication clause. The competence to design enclosed gear drives, es

39、pecially the knowledge and judgment required to properly evaluate the various rating factors, comes primarily from years of experience in designing, testing, manufacturing, and operating similar gear drives. The proper application of the general rating formulas for enclosed gear drives is best accom

40、plished by those experienced in the field. The first draft of ANSI/AGMA 6013-A06 was created in November 2000. It was approved by the AGMA membership in March 2006. It was approved as an American National Standard on April 25, 2006. The first draft of ANSI/AGMA 6013-B16 was created in November 2011.

41、 It was approved by the AGMA membership in October 2015. It was approved as an American National Standard on April 5, 2016. Suggestions for improvement of this standard will be welcome. They may be submitted to techagma.org. AMERICAN NATIONAL STANDARD ANSI/AGMA 6013-B16 AGMA 2016 All rights reserved

42、 vii PERSONNEL of the AGMA Enclosed Drives for Industrial Applications Committee Chairman: Todd Praneis Cotta Transmission Company, LLC Vice Chairman: Walt Vann . ExxonMobil Research and Engineering ACTIVE MEMBERS H. Almoghrabi Nord Gear Corporation B. Arno . Xtek, Inc. J. Campbell Amarillo Gear Com

43、pany LLC B. Ford Integrated Machinery Solutions, LLC R. Holly . Rexnord Gear Group H. Johnson . Lufkin Industries, Inc. W. McFarland . SEW-Eurodrive, Inc. J. Posada . Lufkin Industries, Inc. C. Smith Chalmers - extended or shortened life; - intermittent operation; - increased thermal capacity; - inc

44、reased external load capacity. 4.1 Momentary load Gear drives designed and selected in accordance with this standard permit the following peak load conditions: - each peak shall not exceed 200% of the unit rating (at a service factor or application classification I, KSF = 1.0); - a limited number of

45、 peak stress cycles, typically less than 104. AMERICAN NATIONAL STANDARD ANSI/AGMA 6013-B16 AGMA 2016 All rights reserved 4 For applications exceeding these conditions an appropriate service factor, or application classification, should be selected. WARNING: For momentary torques in excess of 200%,

46、stall conditions, and low number of stress cycles the gear drive should be evaluated to confirm that these conditions do not exceed the yield strength of any component. Some applications may require selecting a gear drive with increased unit rating in order to accommodate adverse effects of environm

47、ental conditions, thermal capacity of the unit, external loading, or any combination of these factors. 4.2 Rating factors For calculating pitting resistance and bending strength rating for gears, specific values or procedures for rating factors are given in Clause 6. Material properties, manufacturi

48、ng considerations, or experience may indicate that more, or less, conservative rating factors may be used. 4.3 System analysis This standard assumes that within the operating speed range, the system of connected rotating parts is compatible and free from critical speeds and torsional, or other types

49、, of vibration, no matter how induced. The gear drive designer or manufacturer is not responsible for the system analysis. 4.4 Considerations for cold temperature operation If units are to be operated in cold temperatures, generally below 32F, care should be taken to select materials and components that have adequate properties at the operating temperature. Consideration should be given to: - low temperature impact strength of materials; - fracture appearance transition or nil ductili