A gearbox is an assembly of many gears to achieve a desired mechanical advantage. This mechanical advantage is a measure of the force or speed amplification achieved between two mechanical components.
If you look at a Penny-farthing bicycle, for example, the movement along the small radius of the pedals resulted in a long translation, thanks to the big radius of the front wheel. However, these bikes had some disadvantages and were a bit funny looking. It was later discovered that such conversion could be done more incrementally using gears.
This principle is also found in motor engines where it’s usually called a transmission, and it’s used to convert the rotations of the small motor into increased displacement and torque for the big wheels. When you use the clutch, you’re changing what gear size the transmission is transmitted to.
Similarly, gearboxes are used in clocks to achieve the movement ratio necessary to move the hands of the clock correctly in seconds, minutes, and hours. Impressive, no? In this article, we’ll the basics of gearboxes as well as how to design and model them for 3D printing.
Gearboxes refer to the complete assembly of the system and include all the gears, shafts, and the structure that contains them. This structure may be a box, but it also can be any other type of enclosure that fits the purpose of the gearbox. This structure can also have additional features like lubrication canals.
The term “gear train” may also be used. This is simply a more broad term, as “gearbox” is a bit more informal and generally refers to gear trains used for automotive transmission.
With that in mind, when we say “design a gearbox”, we are mainly focused on designing the gears that are contained in the system according to a desired ratio and applying this in design software, not necessarily the structure that contains the gears.
When we’re talking about simple gear trains, there are a few important terms to know:
There are a few ratios between the various parts that are essential to designing gearboxes:
It’s important to take into account that two gears, no matter their size, will move at the same speed if they’re attached to the same shaft. Two gears attached at the same shaft and moving at the same speed but with different radii, however, will have a different torque. This is the case because torque is a function of the radius.
Finally, the following terms are used in making gears and gearboxes. You’ll see them in the Fusion 360 Spur Gear example that we’ll do later.
For gears to mesh correctly, they must have the same module and pressure angle.
Below is a list of gears and common applications for each. Keep in mind, though, that we’re makers and disrupters, so feel free to bend the rules and create new applications.
Along with gear types, it’s worth mentioning the involute gear profile. Essentially, this is a gear tooth design that’s optimized to reduce noise during operation and maximize efficiency of the gear train. The involute sounds neat and looks nice – a combination of form and function we can all appreciate.
You can check out online references such as Engineers Edge to learn more about the design of the involute gear. For now, it’s enough to say stick to the involute gear design if possible and avoid the noisier, less-efficient straight-toothed gear.
Gearboxes’ main components are the gears, of course, but these can’t simply float. Therefore, how we assemble and store them is also important. As the gears need to transmit torque, you want to avoid any slipping between it and the shaft because that’s energy wasted and precision lost.
There are some ways to ensure the correct assembly of the gears onto the shaft:
Whenever you’re designing gears for any application, there’s a general process you always follow. Even though the results will vary in every case, this process ensures the end product will work as intended.
There are quite a few resources out there to help you design a gearbox. “A Practical Guide to FDM 3D Printing Gears” is a great resource for 3D printing gears that’s available on Instructables. For gear train math, see the article “Gear train“, which describes mathematical details for simple, compound, and other gear set types. Also check out the “How to Determine Gear Ratio” article from WikiHow that deals with the math of gear trains.
Before starting head-on with the tutorial, the following are some 3D printed gearbox projects that you can try yourself to get a feel of how gears work, catch some things that you have to watch out for, or to just check out some applications:
To learn how to apply all this knowledge, let’s design a basic gearbox together. We’ll follow the same process that we outlined above.
Even though many software options are available for this, we’ll be using Fusion 360. Fusion 360 has free versions for hobbyists and start-ups, making it accessible for many more users. We’ll assume that you know the basics of the UI and how to navigate around generally the software. However, if you don’t, you can take a quick look at our article on modeling in Fusion 360.
For this project, let’s make a gearbox that will decrease the shaft speed of a motor by half. If, for instance, the input motor shaft speed is 500 rpm, the output shaft speed should be 250 rpm. This will come as a result of the tooth count ratio between the input and output gears connected to these shafts.
Let’s add an additional gear between the input and output shafts for a total of three gears. This will allow the input and output gears to have the same rotational direction.
The first gear, connected to the motor drive shaft, is the driver. The middle gear is the idler, which is simply there to reverse the direction of rotation. The third gear, connected to the output shaft, is the driven gear. To make matters even simpler, we’re saying the driver gear has a diameter of 30 mm and 12 teeth.
With such conditions, the driving gear and all subsequent gears modeled from it will have a pressure angle of 20°, a module of 2.5 mm, be extruded to a depth of 4 mm, and have a bore diameter of 5 mm.
The first step will be to calculate all the dimensions and characteristics of the gears, including the gear ratio as well as the diameters and number of teeth of each gear. This will give us the necessary data to model them. All the calculations are shown in the image above to make it easier to follow along.
For our example, we’ve calculated the following parameters:
Note that the diameters obtained are the nominal diameters of the gears. They’re mathematical diameters that can’t be measured with the measuring tools for a real gear. That being said, they are useful for standardizing gear sizes and are incorporated in design guides and modeling software.
Now that we know the parameters of the gears, it’s time to get modeling. We’ll do this in Fusion 360, and to avoid having to model from scratch, we’ll make use of an add-in that’s included in all versions of Fusion 360.
Here’s how to install it:
The add-in is now installed. We can access it by clicking the “Solid” tab on the Toolbar, followed by the “Create” dropdown menu at the very bottom, then selecting “Spur Gear”.
The order in which you create the driver, idler, and driven gears doesn’t really matter, but we’re specifying for clarity’s sake. When you select the Spur Gear tool, a dialogue box opens with a set of parameters. Input the parameters we’ve established for the driver gear as follows:
After you’ve added all of the values, press “OK”.
The gear is now added to the Viewport and listed in the Browser. You can see that all of the sketches related to it (inside, outside, and nominal diameter, for example) are also included in the drawing. We won’t use these for anything, but they could come in handy if you need to provide technical drawings of a project.
Now, we repeat the previous step but for the Idler and Driven Gear. For the idler gear, we’ll input the following:
Once again, after adding all the values, press “OK”. Note that only the number of teeth changed, as the module takes care of assigning a diameter of 50 mm already. This is implicit in the calculations we did.
Lastly, let’s add the driven gear:
And as you might have already guessed, press “OK” once the values are in.
Note that the gears in the image are not placed with the teeth coincident with each other. The intention is to print these gears, therefore it doesn’t matter how they’re placed in the CAD program. Their placement would only matter if you want to animate their motion.
To keep things simple, the structure will consist of a rectangular backplate that can fit all of the gears. It’ll also have some risers to reduce the friction between the gears and the backplate. Before we get started with the modeling, we’ll need to determine some measurements (and yes, we’ll have to crunch some numbers again!).
For this basic example, we only need to know the outer diameter of the rectangular backplate as well as the location and diameter of the bores. For specific applications, you can get creative and add more detail to the casing.
Now that we have the base measurements, all that’s left is to translate these into Fusion 360. You can see the image above to compare what the final result should look like.
The risers will reduce the area of the gear that’s in contact with the back plate. These work as washers to reduce friction and prevent restriction of movement. Should you have any warping (hopefully not), the gears would still be useful, thanks to the risers.
We won’t cover the modeling of the shafts, as we’ll use commercially available 5-mm rods, but these could be modeled very easily as cylinders if you want to 3D print them as well. You could, in fact, print them as one piece with the gears, completely eliminating any assembly issues.
Now that the design is ready, all that’s left to do is to print it. In this section, we’ll give you some tips on how to achieve the best results.
An important thing you’ll notice with the designs shown in the examples is inertia, which is related to the mass of the gears. Because of inertia, the gears will tend to want to stop, and they’ll eventually do so unless you include a constant input, such as a motor, to keep them moving. The more inertia they have, the greater the motor you’ll need.
Inertia can be reduced by reducing the mass of the gears. For bigger gears, you can do this by hollowing out non-crucial parts of the gear.
Now that it’s time to bring the gears out of the virtual world and into the real one, let’s check out some tips to get good 3D printing results. These tips concern the quality of the print and also how to improve the durability of the part.
License: The text of "3D Printed Gearbox: How to Design Your Own Box" by All3DP is licensed under a Creative Commons Attribution 4.0 International License.