Why do gear forces need to be balanced at the pitch circle radius?

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Discussion Overview

The discussion revolves around the mechanics of gear forces, specifically why forces need to be balanced at the pitch circle radius in a system of interconnected gears. Participants explore the implications of applying forces to gears, the role of torque, and the conditions under which these forces interact, with a focus on theoretical and conceptual understanding.

Discussion Character

  • Exploratory
  • Technical explanation
  • Debate/contested

Main Points Raised

  • One participant suggests that if a force is applied to the larger gear, the force exerted on the smaller gear should equal that force to prevent movement, but acknowledges a flaw in this reasoning.
  • Another participant questions the initial claim, proposing that if only tangential forces are applied at the contact edge, the argument may hold, but highlights the importance of considering torque if the smaller gear is fixed at its axis.
  • A different participant emphasizes the need for clarity in describing the forces acting on the gears and suggests using free body diagrams to analyze the situation more rigorously.
  • One participant argues that if the shafts are fixed and the gears can rotate freely, the forces at the pitch circle radius will balance due to the symmetrical nature of the gears acting as balanced beams.
  • This participant also notes that the gear diameter or ratio is not significant in this context, focusing instead on the reaction forces provided by the shafts supporting the gears.

Areas of Agreement / Disagreement

Participants express differing views on the mechanics of gear forces and the conditions under which they balance. There is no consensus on the initial reasoning presented, and the discussion remains unresolved regarding the correct interpretation of forces and torques in the described scenarios.

Contextual Notes

Participants highlight the need for precise definitions of terms such as "side" of a gear and the specific locations where forces are applied. The discussion also reflects uncertainty about the implications of fixing gears at their axes versus allowing them to rotate freely.

bonodut
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Imagine we have two simple gears with different radii that are connected, with each gear on its own axis. If we fix the smaller gear so that it cannot rotate, then apply a force to the edge of the larger gear (perpendicular to its radius), the force applied to the smaller gear by the larger gear at the interface between them should be equal in magnitude to the force we are applying to the larger gear.

Since all the forces involved are perpendicular to the gears they are acting on, it should be true that if a force is being applied to one part of a gear, to keep it from moving we must apply an equal force to the opposing side of the gear.

In the scenario above where we want to keep the smaller gear fixed, it seems that if what I've said so far is correct, in order to prevent the two gears from rotating we would only need to apply a force equal in magnitude to the one acting on the larger gear.

Obviously this is not correct, but I can't pin down exactly where the argument fails.
 
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Why do you think that is wrong?
Maybe I don't fully understand the problem. Although you don't say it, I will assume that the only force you are applying to the smaller gear is a tangent force to its edge.
If you are applying forces only on the contact edge of the gears and tangent to the gears, then what you say seems ok to me. The radius of the gears (and the fact that they are gears) would not matter.

However, if you are fixing the smaller gear at its axis and are talking about the torque there, then that is different.
 
Last edited:
bonodut said:
Obviously this is not correct, but I can't pin down exactly where the argument fails.

The situation(s) aren't described well. It isn't clear what a "side" of a gear means or where you intend to apply forces.

I suggest you think of the situation(s) in terms of a free body diagram. Pick one of the gears as the free body and explain what forces are acting on it.
 
When you have these kinds of questions, where your intuition clashes with a sketchy analysis, my first approach is to do a rigorous analysis. In this case, that would just be setting up the free body diagrams and solving the equations.
 
bonodut said:
Obviously this is not correct, but I can't pin down exactly where the argument fails.
Why is it obviously incorrect? If the two shafts are fixed and the two meshed gears are free to rotate on the shafts then the perpendicular forces applied at the pitch circle radius will be balanced. That is because each gear is a virtual symmetrical balanced beam, with fulcrums at the centre of the shafts.
If you consider the forces on the shafts that support the gears, the shafts will provide a reaction force of twice the applied force. In this application the gear diameter, or gear ratio, is not important, the gears are called “transfer gears”.

You only need to consider the torque on the shaft when gears with different radii are fixed to a shaft, or when meshed gears are fixed to separate shafts.
 

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