We take gears for granted…


Since I was a kid, I always loved toys with “moving parts”. In particular, I was always fascinated with the transmission of the movement between two parts of a toy. So, whenever a toy had “gears” in it, for me, it looked “sophisticated”. This fascination never ended and a couple of year ago when I bought my 3D printer, I wanted to build my own “sophisticated” moving parts and decided to print some gears.

I didn’t want to just download gears from thingverse.com and simple print them. I wanted to be able to design my own gears in the size I want with the specifications I needed. Well… I’d never thought a would have so much fun…

So, in this post I will talk briefly about this little weekend project of mine: Understanding a tiny bit about gears!

The beautiful math behind it

At first I thought that the only math that I needed was the following

    \[\frac{{{\omega _1}}}{{{\varpi _2}}} = \frac{{{R_2}}}{{{R_1}}}\]

In another words, the ratio of the angular speeds is proportional to the ratio of the radius of the gears. Everyone know that, right? If you have a large gear and a small one, you have to rotate the small one a lot to rotate the big one a little. So, to make a gear pair that doubles the speed I just had to make one with, say, 6cm of diameter and the other with 3cm. Ha… but how many teeth? What should be their shape? Little squares? Little triangles? These questions started to pop and I was getting more and more curious.

At first I thought I use a simple shape for the teeth. I would not put too many teeth because they could wear out with use. Also, not too few because they had to be big and I might end up with too much slack. Gee, the thing started to get complicated. So, I decided to research a bit. For my surprise I found out that the subject “gears” is a whole area in the field of Mechanical Engineering. First thing I notice is that most of the gears have a funny rounded shape for the teeth. Also, they had some crops and hollow spaces in the teeth that vary from gear to gear. Clearly those were there for a reason.

Those “structures” are parameters of the gear. Depending on the use, material or environment, they can be chosen at design time to optimise the gear function. However, practically all gears have one thing in common : The contact of the gear teeth must be optimum! It must be such that during rotation, the working gear tooth (the one that is being rotated) must “push” the other gear tooth in such a way that the contact is always perpendicular to the movement as if we had a linear or straight object pushing another in a straight movement. Moreover, the movement must be such that when one tooth leaves the contact region, another tooth must take over, so the movement is continuous (see figure).

Figure 1: Movement being transmitted from one tooth to another. The contact and the force is always perpendicular and is continuously transmitted as the gear rotates. (source: Wikipedia. See references)

This last requirement can mathematically be archived by a curve called “Involute”. Involute is a curve that is made when you take a closed curve (a circle for example) and start to “peel of” it’s perimeter. The “end” of the peeling is the points in the involute (see figure).

Figure 2: Two involute curves (red). Depending on the starting point, we have different curves. (source: Wikipedia. See references)

So, the shape of the teeth of the gears are involutes of the original gear shape. Actually not all gears are like that. The gears that are, are called “Involute Gears”. Moreover, gears do not need to be circular. If you have a gear with another shape, you just need to make its teeth curved as the involute of the shape of the gear.

The question now is: How to find the involute of a certain shape?

Following the “peeling” definition of the involute, it is not super hard to realise that the relationship between the involute and its generating curve is that, at each point in the involute curve, a line perpendicular to it will be tangent to the original curve. With that, we have the following relation:

    \[\begin{array}{*{20}{l}}   {\dot X(t)\sqrt {{{\dot x}^2}(t) + {{\dot y}^2}(t)}  = \dot y(t)\sqrt {{{(x(t) - X(t))}^2} + {{(y(t) - Y(t))}^2}} } \\    {\dot Y(t)\sqrt {{{\dot x}^2}(t) + {{\dot y}^2}(t)}  =  - \dot x(t)\sqrt {{{(x(t) - X(t))}^2} + {{(y(t) - Y(t))}^2}} }  \end{array}\]

Which is a weird looking pair of differential equations! There, (X(t), Y(t)) is the parametric curve for the involute and (x(t), y(t)) is the parametric curve for the original curve.

Some curves do simplify this a lot. For instance, for a circle (that will generate a normal gear) the solution is pretty simple:

    \[\begin{array}{l} X(t) = r\left( {\cos (t) + t\sin (t)} \right)\\ Y(t) = r\left( {\sin (t) - t\cos (t)} \right) \end{array}\]

Matlab fun

So, how do we go from the equation of one involute to the drawing of a set of teeth?

To test the concept, first I implemented some Matlab scripts to draw and animate some gears. In my implementation I used a circular normal gear, so the original curve is a circle. Nevertheless, I implemented the differential equation solver using Euler’s method so I could make weird shape gears (in a future project). The general idea is to draw one pieces of involutes starting at each tooth and going to half of the tooth. Then, draw the other half starting from the end of the tooth until the end of it. The “algorithm” to draw a set of involute teeth is the following

  • Define the radius and number of teeth
  • define t = \theta and dt = d\theta (equal to some small number that will be the integration step)
  • Repeat for each n from 0 to N-1 teeth:
    • Start with \theta = n\frac{2\,\pi}{N}
    • update the involute curve (Euler’s method)
      X(\theta) = X(\theta) + {\dot X(\theta)}\,d\theta
      Y(\theta) = Y(\theta) + {\dot Y(\theta)}\,d\theta
      until half of the current tooth
    • Update the angle in the clockwise duration \theta = \theta + d\theta
    • Start with \theta = (n+1)\frac{2\,\pi}{N}
    • update the involute curve
      X(\theta) = X(\theta) + {\dot X(\theta)}\,d\theta
      Y(\theta) = Y(\theta) + {\dot Y(\theta)}\,d\theta
      until half of the current tooth
    • Update the angle in the anti-clockwise duration \theta = \theta - d\theta

If we just follow the algorithm above, our gear, although functional, won’t appear as a traditional gear. All the auxiliary parameters are not present (like the slack between teeth, cropping, etc). It will basically be a flower like shaped thing (see figure bellow).

Figure 3: Example of a gear with all auxiliary parameters equal to zero

When you use the technical parameters for a gear, it starts to shape familiar. The main parameters are called “addendum”, “deddendum” and “slack”. Each one control some aspect of the mechanical characteristics of the gear like flexibility of the teeth, depth of the teeth, etc. The next figure illustrates those parameters.

Figure 4: Parameters of a gear

The next step was to position a pair of gears next to each other. First, we choose the parameters for the first gear (addendum, radius, number of teeth, etc). For the second one, we choose everything but the number of teeth. That must be computed form the ratio of the radius.

For the positioning, we would put the first gear at the position (0.0, 0.0) and the second one at some position (x_0,0.0). Unfortunately the value of x_0 is not simply r_1 + r_2 (sum of the radius) because the involutes for the teeth must touch at a single point. To solve this, I used a brute force approach. I’m sure that there is a more direct method, but I was eager to draw the pair %-). Basically, I computed the curve for the right gear first tooth and the left gear first tooth (rotated 2\pi/N so they can match when in the right position). Initially I positioned the second one at r_1 + r_2 and displaced bit by bit until they touched only in only one place. In practice I had to deal with a finite number of points for each curve, so I had to set a threshold to consider that the two curves are “touching” each other.

With the gears correctly positioned it was time to make a 3D version of them. That was easy because I had the positions for each point in the gears. So, for each pair of points in each gear I “extruded” a rectangular patch by h_0 in the z direction. Then I made a patch with the gear points and copied another one at z = h_0. Voilà! Two gears that match perfectly!

The obvious next step was to animate them 😃! That is really simple because we just need to rotate the first by a small amount, rotate the second by this amount times the radius ration and keep doing that while drawing the gear over and over. The result is a very satisfying gear pair rotating!

Figure 5: Animations of two gear sets with different parameters.

Blender fun

Now that I got used to the “science”, I was ready to 3D print some gears. For that, I had to transfer the design to Blender, which is the best 3D software in the planet. The problem is that it would be a pain in the neck to design the gear in Matlab, export to something like stl format, test it in Blender and, if it’s not quite what I wanted, repeat the process, etc. So, I decided to make a plugin out of the algorithms. Basically I just implemented all the Matlab stuff in python, following the protocol for a Blender plugin. The result was a plugin that adds a “gear pair” object. The plugin adds a flat gear pair. In general we must extrude the shapes to whatever depth we need in the project. But the good thing is that we can tune the parameters and see the results on the fly (see bellow).

Figure 5: Blender plugin

With the gears in blender, the sky is the limit. So, it was time to 3D print some. I did a lot of tests and printed a lot of gears. My favourite so far is the “do nothing machine” gear set (see video) it is just a bunch of gears with different sizes that rotates together. My little daughter loves to keep rotating them 😂!

Figure 6: Test with small gears

Figure 7: Do nothing machine with gears


As always, the goal of my posts is to share my enthusiasm. Who would have thought that a simple thing like a gear would involve hard to solve differential equations and such beautiful science with it!

Thanks for reading! See you in the next post!


[1] – Wikipedia – Involute Gears
[2] – Wikipedia – Involute Curve
[3] – GitHUB – gears


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