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UDC 621.833.1 :621.753.

1 DEUTSCHE NORMEN August 1978

Back1 ash
System of Gear Fits
Tooth Thickness Allowances
-
-
DIN
Tooth Thickness Tolerances 3967
Princbles

Getriebe-Passystem; Flankenspiel, Zahndickenabmasse, Zahndickentoleranzen, Grundlagen

To facilitate use of this Standard, the calculation of tooth thickness allowances has been included as Appendix A.
Information on converting the allowances for the various measuring methods is add& in Appendix B.
The DIN backlash system of fits for gear pairs allows the limiting allowances of tooth thickness to be defined with
attention given to all effects occurring in the operation of a gear transmission, and to all deviations throughout the
gearing.
The system of fits therefore consists on the one hand of the allowances and tolerances of the gear teeth, referred to
their prevailing mounting arrangements, and on the other hand of the allowances and tolerances of all the other com
ponents of the gear transmission in so far as they determine the position of the teeth relative to one another. These
values defined for a reference temperature vary in operation through temperature changes in the upward or downward
direction, through elastic deformation under load and possibly through swelling or contraction.
The system of fits is defined as a tooth thickness system of fits in the normal section on the reference cylinder, i. e. all
allowances, tolerances and operationally induced alterations in the gear transmission are treated as tooth thickness
alterationsand require to be converted to the nonnal section.
The normal section was chosen because the production effort, i. e. the necessary tooth thickness tolerance in the normal
section, is indëpendent of the helix angle. The normal section was also chosen for metrological reasons, since the normal
chordal tooth thickness and the base tangent length are measured in the normal section.
The calculation of the allowances however is made over the transversesection, since on the finished gear transmission
the backlash is measured as circumferential backlash (see Appendix A).
The system of fits provides for safeguarding the minimum backlash and limiting the maximum backlash.
The reference basis of the system of fits is the zero-play condition at the nominal centre distance, with nominal adden-
dum modification and with error-free components.
The necessary negative allowances of tooth thickness can be produced by an additional addendum modification in the
negative direction Ax. This however is not taken into account in the nominal addendum modification.
Whether the weakening of the tooth thickness needs to be taken into Consideration in calculationsof IoadCarryng
capacity is something which has to be decided for the case concerned. In any event this should be done whenever
*sni
> 0.005.

1 Other relevant Standards tooth qualities demand given tooth thickness allowances
DIN 3960 Definitionsand parameters for cylindrical in order to ensure the requisite or permissible backlash.
gears and cylindrical gear pairs with involute The minimum backlash i s determined by the upper allow-
teeth ances. However it does not correspond.to the sum of the
DIN 3961 Tolerances for cylindrical gear teeth; upper allowances because a whole series of factors alters
principles the backlash (see Appendix A).
DIN 3962 Part 1 Tolerances for cylindrical gear teeth; The maximum backlash is determined by the lower tooth
tolerances for deviations of individual para- thickness allowances which result from the upper allow-
meters ances and the tooth thickness tolerances. This also does
not correspond to the sum of the allowances because
DIN 3964 Centre distance allowances and shaft position
here again a series of factors alters the backlash.
tolerances of housings for cylindrical gear
transmíssions 21 Theoretical backlash
DIN 3999 Symbols for gear teeth The theoretical backlashit results from the tooth thick-
ness allowances converted to the transverse section and
2 Backlash from the converted allowances of the centre distance.
The backlash value says nothing about the quality of the
gear teeth although, on the other hand, the different gear

Continued on pages 2 to 23
Explanations on page 24

!lesale rights of German Standards(DIN-Nonnen) are with Beuth Verlag GrnbH. Berlin 30 DIN3967 engL Preikgr. 7;
11.91 Verir.-Nr. O 1 12
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Page 2 DIN 3967

2.2 Acceptance backlash the housing is greater than that of the gears. Shaft deflec-
The acceptance backlash is the backlash obtained with tion and displacement also affect it.
the unloaded gear transmission a t reference temperature
when one of the gears is rotated against the other. It is 3 Tooth thickness allowances
uwally smaller than the theoretical backlash, since the and tooth thickness tolerances
backlash-reducingfactors generally outweigh the factors
tending to increase the backlash. Backlash-reducing Normally the tooth thickness allowances and tooth thick-
factors are, for example, deviations in the gear teeth and ness tolerances can be found directly from Tables 1 and 2
also form and position deviations, see Appendix A. on the basis of existing experience, such that, as a rule,
the upper allowances for each gear should be at least as
large (numerical value) as the lower allowance of the
2.3 Working backlash housing centre distance (without converting). If no
The working backlash is the backlash resulting when the empirical values are available for backlash and tooth
gear transmission i s operating. It i s not constant. During thickness allowances, these must be calculated. A guide
the starting up of the gear transmikion in particular it is for this purpose will be found in Appendix A. The cal-
possible for the more rapid temperature rise of the gears culated values are usually rounded and then likewise
compared with the housing to bring about larger changes taken from Tables 1 and 2. I f exceptionally small amounts
in the working backlash. It is generally larger than accept- of backlash are necessary for functional reasons, calcula-
ance backlashwhen the linear coefficient of expansion of tion i s indispensable.

Table 1. Upper tooth thickness allowances A , in pn


t I I

I Referencediameter
imm)
Allowance series

- 10 - 100 - 85 - 70 - 58 - 48 - 40 - 33 - 22 - 10 - 5 O
10 50 -135-110- 95- 7 5 - 6 5 -54 -44 -30 -14 - 7 O
50 125 - 180 - 150 - 125 - 105 - 85 - 70 - 60 - 40 - 19 - 9 O
125 280 - 250 - 200 - 170 - 140 -115 - 95 - 80 - 56 - 26 - 12 O
280 560 - 330 - 280 - 230 - 190 -155 -130 -110 - 75 - 35 - 17 O
560 1000 - 450 - 370 - 310 - 260 -210 -175 -145 -100 - 48 - 22 O
1000 1600 - 600 - 500 - 420 - 340 -290 -240 -200 -135 - 64 - 30 O
1600 2500 - 820 - 680 - 560 - 460 -390 -320 -270 -180 - 85 - 41 O
2500 4000 -1100 - 920 - 760 - 620 -520 -430 -360 -250 -115 - 56 O
4000 6300 -1500 -1250 -1020 - 840 -700 -5m -480 -330 -155 - 75 O
1 6300 I 10000 ~ - 2 0 0 0 ~ - 1 6 5 0 ~ - 1 3 5 0 ~ - 1 1-940
5 0 ~ 1 - 7 8 0 1-640 1-450 1-210 1 - 1 0 0 1 O 1
Table 2. Tooth thickness tolerances TSnin pm
I i

I
I

Reference diameter Tolerance series


(mm)
over up to 21 22 23 24 25 26 27 28 29 I 30
- 10 3 5 8 12 20 30 50 80 130 200
10 50 5 8 1 12 20 30 50 80 330 200 300
I 50 1 125 I 6 I 10 1 16 I 25 I 40 I 60 I 100 I 160 I 250 I 400 I

280 560 10 16 25 40 60 100 160 250 400 600


560 1 000 12 20 30 50 80 130 200 300 500 800
1000 1600 16 25 40 60 100 160 250 400 600 1000
1600 2 500 20 30 50 80 130 200 300 500 800 1300
2500 4 000 25 40 60 100 160 250 400 600 1000 1600
4000 6 300 30 50 80 130 200 300 500 800 1300 2000
I I loooo I 40 I 60 I I 160 I 250 I 400 I 600 I lm I 1600 r2400 I

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DIN 3967 Page 3

3.1 Upper allowances DIN 3966 Part 1. The symbol consists of the number of .
The upper allowances are to be taken from Table 1 the tooth thickness tolerance series and the letter symbol
independently of the reference diameter and the allow- of the series for the upper tooth thickness allowance.
ance series. Their choice is largely independent of the Example: 27cd; this designation yields, f o r d = 100 rnm
gear tooth quality. As a rule for transmissions of the for example, the limiting allowances A , = - 70 pm and
same kind it is possible t o choose the upper allowance -
A,, = 170 pm.
for pinion and gear in all cases from a single allowance
series; it is also permissible however to select values from 4 Converting the tooth thickness allowances
different allowance series.
for the different test methods
3.2 Lower allowances The system of f i t s is referred to a theoretical value. This
i s the tooth thickness in the normal section which, how-
The lower allowances are obtained by combining the
ever, is not directly measurable. Therefore indirect meas-
upper allowances with the tooth thickness tolerances.
urements are made by various methods, see DIN 3960.
Since the upper and lower allowances are always nega-
tive the amount of the tolerance has to be deducted For an error-free gear there are mathematical relation-
from the upper allowance. ships connecting the different measured quantities. How-
ever, since the individual measured quantities are affected
3.3 Tooth thickness tolerances differently by the individual deviations of the gear teeth
a purely mathematical conversion of the tooth thickness
The tooth thickness tolerances are to be found from allowances does not necessarily guarantee the required
Table 2. Their choice is largely independent of the gear backlash. Where adequate experience i s available (e. g. in
tooth quality and should be governed by the manufactur- the case of tooth thickness tolerance zone 26e or coarser)
ing facilities, although it should be borne in mind that the tooth thickness allowances can be converted directly
the tooth thickness tolerance must be at least twice as into given test dimension allowances (e. g. base tangent
large as the permissible tooth thickness fluctuation R, length allowances) and these used for acceptance testing
according to DIN 3962 Patt 1. I f a maximum backlash the gear. It may then happen, however, that acceptance
has to be watched for functional reasons, calculation testing by a different measuring method (e. g. pin dimen-
according to Appendix A will be necessary. Quite sion measurement)will show that the tolerance is not
generally it should be noted that small tooth thickness fully complied with.
tolerances unfavourably affect the maintaining of gear
With the closer tolerance zones it is therefore recommend-
tooth quality, since they unnecessarily limit the correc-
able when calculating different test dimensions and their
tion possibilities during manufacture (see, for example,
allowances t o apply appropriate corrections which take
VDINDE 2608).
account of the influence of the individual deviations on
In order to distinguish them clearly from the gear tooth these test dimensions empirically (statistically). Guidance
qualities, the tolerance series have been given the num- on determining correction values is given in Appendix B.
bers 21 to 30. The preferred series are 24 to 27.
For calculating the allowance factors according to
DIN 3960, October 1976 edition, Sections 4.1.3 and 5,
3.4 Information in drawings the mean generating addendum modification coefficient
The limiting allowances can be indicated in the drawing xh, corresponding to the mean allowance should always
either directly or by means of an code designation, see be used.

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Page 4 DIN 3967

5 Example
Length dimensions in mrn
External
Helical gears
Pinion I Gear
I Normal module rn, I 5 I
I Number of teeth 2 1
~
20
~~
I
~
97
Standard basic Gear teeth DIN 867
rack tooth profile Tool DIN 3972
Helix angle ß 9? 53? 49? DIN 3978
Flank direction Left Right
I Reference diameter d 1 101.517 1- 492.326

1 Addendum modification
coefficient to DIN 3992 x 1 +0,4000 1
I
+O2389 I
Gear tooth quality 6 7
Facewidth b 70
Pinion 16 MnCr 5
Material
Gear 42 CrMo 4V
I Housing material I ~~
GG 22 I
Housing centre distance a 300 is 7
Housing width 200

Pinion hardened and ground, gear heat-treated and milled. Since the gear is milled, a tolerance of 1O0 p n (Table 2
It is assumed that it is known from experience that the series 26) is adequate. Consequently
upper allowan,cesof tooth thickness of series cd are -
A , 2 = 130 pm = - 0,130 m m
appropriate for this type of transmission. Apii2 =-230pm=-0,230mm
According t o Table 1 the upper allowances are selected
- The adoption of these tolerance zones, which meet the
as A,, -
= 70 pm for the pinion and A,, = 130 pm
manufacturing requirements, means that the tooth thick.
for the gear.
nesses are not unacceptably weakened
(These values are algebraically smaller than the lower
-
allowance 26 p n of the centre distance.)
For the particular application concerned, the observance
of a functionally imposed maximum backlash is not Since the tooth thickness fluctuation according to
necessary. To cater for hardening distortion, and also to DIN 3962 Part 1 i s allowed to be 14 pm for the pinion
keep the grinding COR low, the tolerance for the pinion and 25 pm for the gear, the tolerances are correctly
is made comparatively large. For series 27 Table 2 gives selected in this respect also (see Section 3.3).
T, = 1O0 pm and hence
A, = - 70 pm = - 0,070 mm
A, = - 170 pn = - 0,170 mm
(lower allowance = upper allowance minus tolerance).

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DIN3967 Page5

Number of teeth z 20 97

Sn nenn 9.3099 8,7235

I Tooth thidcness
sn mittel
Sn min
9,2399
9.1 899
9,1399
8,5935
8,5435
8.1935
+ 0,4000 + 0,2389
I I I . I
maenaum moaiTicarion
~I... . . + 0,3808 + 0,2032
I + 0,3670 + 0.1 894
I Xmin I +O9533 I +0,1757

i-'.
The above result in the following test dimensions with their allowances:
Base taqent length W 39,619 f 0,047 177,485 f 0,047
Measured number of teeth K 3
Allowance factor A& 0,940

Dimension over balls MdK 507,604 f 0,126


117,472 f 0,099
Dimension over rollers MdR 507,670 f 0,126
Ball and roller diameter DM 9,297 =9
Allowance factor AMa 1,988
Working distance with master gear a" 129,314f0.061 323,962 f 0,066
Number of teeth of master gear
(DIN 3970) 1 ) ZL 30 30
Allowance factor A;" 1,218 1,325

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Page 6 DIN 3967

The calculated allowances of the measured values are shown in Fig. 1: these are values for ideal geometry. For use in
practical measurements they may need to be corrected, see Section 4 and Appendix B (Fig. B.l and 8.3).
The acceptance backlash may turn out to be smaller than the sum of t h e upper allowances, as dictated by the tolerance
for the housing and other effects. It may, however, also turn out to be larger than the sum of the lower allowances, as
dictated by the slope of the tooth and the housing tolerance, and further effects (see Appendix A).
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Figure 1. Tolerance zones of test dimensions after ideal-geometry conversion'of tooth thickness tolerance zone
DIN 3967 Page 7

Appendix A
Calculation of tooth thickness allowances or backlash

Contents
A.l General A.5 Calculation of sum of upper allowances ZA*
A.l.l Symbols and designations from minimum backlashjtmband the badclash-
A.1.2 Connection between backlash and allowances modifying effects
A.5.1 Determining the upper allowances of tooth thick-
ness in the normal section
A.2 Backlash-modifying effects
A.2.1 Temperature rise A.6 Calculation of sum of lower allowances ZA&
A.2.2 Centre distance tolerance of the housing from maximum backlashitmsx and the backlash-
modifying effects
A23 Non-parallelism of bore axes in the housing
A.6.1 Definitions
A.2.4 Gear tooth individual deviations
A.6.2 Maximum backlash jt mu
A.2.5 Swelling or contraction
A.6.3 Calculation
A.2.6 Position, form a n d dimension deviations of
components A.6.4 Determining the lower allowances of tooth thick-
ness in the normal section
A.2.7 Elasticity
A.7 Calculation of backlash from the tooth thickness
A.3 Action of the backlash-modifying effects allowances and the badclash-modifying effects
A.8 Allowance diagram of tooth thickness in the
A.4 Calculationof the backlashmodifyingeffects normal section
A.4.1 Backlash modification through temperature A.9 Example for determining tooth thickness
rise Aje allowances
A4.2 Backlash modification through centre distance A9.1 Upper allowances
tolerance Aja A.9.2 Lower allowances
A.4.3 Backlash modification through non-parallelism A.9.3 Lower allowances without a specified maximum
of bore axes Aics backlash
A.4.4 Backlash modification through gear tooth A.9.4 Allowances under modified conditions
individual deviations AiF
A.9.5 Acceptance backlash
A.4.5 Backlash modification through swelling or con-
traction AiQ A.10 Example for determining the backlash
A.4.6 Backlash modification through position, form to be expected
and dimension deviations of components AiB A.lO.l Determining the theoretical backlash
A.4.7 Backlash modification through elasticity AiE A.102 Acceptance backlash

A.1 General A, Lower centre distance allowance


A l .1 Symbols and designations A,, Upper allowance of tooth thickness' in normal
section
U Centre distance
Asm Lower allowance of tooth thickness in normal
b Facewidth
section
d Reference diameter
Upper allowance of tooth thickness in trans-
fD Individual pitch deviation verse section
fZß Axial skew over length LG Lower allowance of tooth thickness in trans-
it Theoretical backlash verse section
it, Acceptance backlash Total profile deviation 1) .
it, Working backlash Pitch span deviation over k pitches
Maximum circumferential backlash Concentricity deviation
Minimum circumferentialbacklash Tooth trace total deviation 1 )
Module Separation of bearing centres of a shaft
Relative water absorption (relative volume Swelling of housing
expansion)
Swelling of gears
Addendum modification coefficient with
mean tooth thickness allowance
A, Centre distance allowance 1) Measured according t o DIN 3960 in the transverse
A, Upper centre distance allowance section tangential to the base cylinder.
DIN 3967

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Tooth thickness fluctuation A.2 Backlash-modifying effects
Tolerance k 2 . 1 Temperature rise
Tolerance of two-flank working distance A change of backlash through temperature rise occurs
Tolerance of normal chordal tooth thickness not only when gears and housing are made of materials
fluctuation having different linear coefficients of expansion, but
Tooth thickness tolerance in the normal section also due to the fact that, particularly when the gear
Tolerance of diametral two-ball or two-roller transmission is started up, the temperature rise of gears
measurement and housing is different. It is often this component
Tolerance of radial single-ball or single-roller which is the largest of all. A temperature difference is
measurement equivalent to a change in the centre distance of the
housing.
Base tangent length tolerance
Pressure angle A.2.2 Centre distance tolerance of the housing
Normal pressure angle Through this tolerance the theoretical centre distance
Transverse pressure angle is reduced or increased, since according t o DIN 3964
Linear coefficient of expansion of housing plus/minus tolerancing is used. In this way the back-
Linear coefficient of expansion of gears or lash is reduced or increased.
gear rings
A.2.3 Non-parallelismof bore axes in the housing
Helix angle
The non-parallelism of the bore axes in the housing may
Backlash modification through centre
consist of axial inclination and axial skew. Axial inclina-
distance tolerance tion does not need to be taken into account because it is
Backlash modification through form and not allowed to exceed the centre distance tolerances and
dimension deviations of the components is thus covered by these. Axial skew is always backlash-
Backlash modificationthrough elasticity reducing.
Backlash modificationthrough gear tooth
individual deviations A2.4 Gear tooth individualdeviations
Backlash modificationthrough swelling or Gear tooth individual deviations may act differently at
contraction the circumference of the gear. In each case however a
backlash reduction is effective at one or more points in
Backlash modificationthrough temperature rise
the case of individual tooth trace, profile and pitch devi-
Backlash mcdif ication through non-parallelism ations and also with tooth thickness fluctuations. These
of bore axes deviations are in some cases inter-related, so that a sum-
Temperature difference of housing relative mation of the maximum allowable values never occurs.
to 20°C The concentricity deviation need not be taken into
Temperature difference of gears relative t o account if the tooth thickness is toleranced, because
20 "c the tooth thickness, and correspondingly the tooth
Sum of upper allowances of tooth thickness thickness fluctuation also, is referred via the reference
of gear pair in the normal section circle to the gear axis.
Sum of lower allowances of tooth thickness
of gear pair in the normal section A.2.5 Swelling or contraction
Sum of upper allowances of tooth thickness The swelling or contraction of plastics in damp air, water,
of gear pair in the transverse section hydrocarbons or other chemicals alters the backlash.
Sum of lower allowances of tooth thickness If the material has been suitably pretreated (pre-swelled)
of gear pair in the transverse section prior to machining, any subsequent alteration is generally
so slight that it can be disregarded.
Further subscripts:
A 2 6 Position, form and dimension deviations
1 For quantities on the smaller gear of a gear pair
of components
2 For quantities on the larger gear of a gear pair Mainly involved here are concentricity deviations of
K When measurement with balls bearings (internal and external diameters] and of fixed
R When measurement with rollers or rotating parts mounted in one another. The deviations
may accumulate or cancel, and do so cyclically in the
case of moving (rotating) parts. Thus they have both a
A.1.2 Connection between backlash and allowances backlash-increasingand backlash-reducing effect. Tooth
I n contrast with cylindrical f i t s the backlash arising with thickness alterations through form alterations resulting
gear tooth f i t s cannot be calculated directly from the from the shrinking-on of toothed components have to
allowances, since various backlash-modifyingfactors are be treated separately.
effective. Conversely, if a specific minimum or maximum
backlash is required, this amount cannot simply be distri- A.2.7 Elasticity
buted over the allowances, but instead the backlash- The effect of elasticity consists mainly of a displacement
modifying effects have to be taken into account in the in the bearings and housings and deflection of the shafts
calculation. and housing under load. It acts nearly always to increase
c- Temperature rise

Centre distance tolerance

Non-para1tel ism
of bores

Gear tooth
individual deviations
-upper
allowances

e----- --
lower
~~

Direction when calculating the

t
4
DIN 3967 Page 9

Remarks

for plus allowances

for minus allowances

r---
SwelIing
or contraction

e --
QG > Q R
QG < Q R

Form and dimension


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deviations of components

Elasticity

Figure A.l. Action of the backlash-modifying effects


t backlash-increasing +
backlash-reducing -
4
Page 10 DIN 3967

backlash in the operating condition. When taken into pairs, and A , for the minimum backlash and Aai for the
account in the calculation it results in the acceptance maximum backlash in the case of internal gear pairs.
backlash becoming smaller.
tan a,
Aja z 2 * A , O
-

A.3 Action of the backlash-modifying effects cosß

The action of the backlash-mcdifying effects is shown


schematically in Fig. A.1. It differs according to whether A.4.3 Backlash modification
the calculation has been made for minimum backlash or through non-parallelism of bore axes AjzB
maximum backlash. In the case of minimum backlash The effect of axial skew is the same as that of tooth
each backlash reduction demands an increase in the trace angle deviations. The backlash modification is cal-
amounts of the tooth thickness allowances. Since the culated from
allowances are always negative this is represented in the
schematic by a downward-directed arrow. The worst (3)
case condition is considered each time. I n the went of
calculation for maximum badclash a different condition For calculating the maximum backlash the condition
may arise and may result in a smaller or opposite effect. prevailing with perfectly parallel bore axes is the criterion
In this case Aizp = O.
A.4 Calculation A.4.4 Backlash modification through gear tooth
of the backlash-modifying effects individual deviations AiF
Since it is necessary when fixing the tooth thickness The following are taken into consideration:
allowances to start from a stipulated backlash (working a) tooth trace deviations
backlash) the backlash-modifyingeffects are calculated
b) profile deviations
as backlash modifications
c) individual pitch deviations
A.4.1 Backlash modificationthrough temperature It is unlikely that all three deviations will be effective
rise Aja at the same time t o their full value. The backlash-reduc-
The following applies with adequate accuracy: ing component AiF is therefore calculated according t o
the error propagation law as follows

AjF = - (4)
If A j s is positive, a backlash increase takes place, see cos at cos at
also Section A.2.1. In the condition at rest a reduction
of backlash can then arise, and this has to be separately For the maximum backlash the least favourable case
calculated. This ma! be necessaw both at the reference would arise if no deviations were present. With gears
temperature of 20 C and also at lower temperatures. however this is never the case. At best the gears have
InthiscaseAûG isequal t o A 6 a . a deviation which is equal to half the deviation per-
missible for their quality. For the maximum backlash
A.4.2 Backlash modifi&on through centre distance therefore only '12 AjF is effective.
tolerance Aja The dependence of the parameter AjF on the reference
I n the calculation the least favourable allowance has to diameter and facewidth is negligible. For a! = 2Q0there-
be taken as the basis each time and given the appropriate fore the rounded values for Ais can be taken from the
sign. This means A , for the minimum backlash and A, Table A.l, only the dependence on module and gear
for the maximum backlash in the case of external gear tooth quality being taken into account.

Table A. 1 Rounded values of AjF in pm

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DIN 3967 Page 11

A.4.5 Backlash modification through swelling For normal cases in general mechanical engineering
or contraction AjQ = AjE = Ajjg = O can be adopted and the equation
A~Q
The effect is the same as that of temperature rise. I n the simplified accordingly as follows:
calculation the signs have to be watched: swelling i s to
be taken as positive and contraction as negative.
If both gears are of plastic material and if w is the rela- (7)
tive water absorption (e. g. w = 0.02 A 2 percent by
volume), then the relative linear expansion is approxi-
A.5.1 Determiningthe upper allowances of
mately '/3 w and the following backlash modification
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tooth thickness in the normal section


arises:
The sum of the upper allowances in the transverse section
calculated with equation (6)or (7) has to be converted to
the normal section

Reference values for the relative water absorption w can A , 1 +Asie 2 = U* COSß (8)
be found from the data published for the material con- It is immaterial how the sum of the allowances is distri-
cerned by the plastics-manufacturers. buted between the two gears, so long as the condition
Similar considerations apply to the swelling and con- of equation (8)i s complied with. Hence, for one of the
traction of other components which influence the gears the upper allowance O can also be adopted. The
backlash. principle to be applied here is that impairment of the
strength at the tooth root is to be avoided as far as
A.4.6 Backlash modification through position, form possible.
and dimension deviations of components AiB
From Table 1 a suitable value has to be chosen consistent
These act like centre distance deviations and are there- with the calculated sum A , 1 + A , or with empirical
fore calculated according to equation (2). values. The tabulated values are the upper allowancesof
tooth thicknesses in the normal section and apply to all
A.4.7 Backlash modification through elasticity AjE modules and all qualities. The selection should be made
This component depends on the service loading and has in such a manner that the amount of the sum of the
to be determined according to the design circumstances. selected allowances is a t least as large as the amount of
First, the displacementsof the gears, which affect the the sum calculated according to equations (6)to (8).
centre distance deviations, are calculated. The calcula-
tion of the backlash modification follows the lines of
equation (2). A.6 Calculation of sum of lower allowances
Z A from maximum backlash jt mm and
the backlash-modifying effects
A.5 Calculation of sum of upper allowances A.6.1 Definition
&i from
* minimum backlashit msn The sum of the lower allowances of tooth thidmess of
and the backlash-modifying effects the gear pair in the transverse section is calculated from
The calculation is based on the minimum backlashjtdn. the maximum backlash which has not to be exceeded in
This i s the smallest Circumferential backlash which must the completed gear transmission when the backlash-
be present in the completed gear transmission in the least modifying effects are operative. These are the same as
favourable operating condition. apply to the minimum backlash (see Section A.5).
When determining this backlash it should be borne in
A.6.2 Maximum backlashit,,
mind that all backlash-reducingeffects are dealt with in
the calculation. The minimum backlash can thus be kept This is t h e largest circumferential backlash which may
small. This applies in particular to the coarser qualities be present in the completed gear transmission in the
in which the highest spots of the tooth flanks are present least favourable operating condition.
only at a few points and therefore wear more quickly When determining this backlash it must be borne in mind
than in the case of finer qualities. that all backlash-modifying effects are dealt with by the
The interaction of the different effects is shown in calcurafion. It shoutifnot be chosen too small. Narrowing
Fig. A.l. Some of these components however do not of the backlash should be undertaken only if the function
a c t simultaneously to the full extent. These have there- of the gear transmission demands t h i s (actuator trans-
fore to be allowed for according to the error propaga- missions, transmissions for instrumentation purposes,
tion law. The sum of the upper allowances is first cal- gear transmissionswith non-uniform drive or alternation
culated in the transverse section. of loading direction). In all other cases the only deter-
mining factor is a possible reduction of the root strength
U* s - (itmio - (Ais)- (AAJ - (A~E) of the teeth through diminished tooth thickness; there-
fore it is often possible to determine the sum of the
+ VAjE + Aj5p + Ajil + A& + Aj:) (6) lower allowances without calculation.

(For positive backlash the allowances are negative.) A.6.3 Calculation


The individual backlash modifications are to be inserted The interaction of the effects is shown in Fig. A.l. The
I
with the sign found for them. rules which apply are the same as those for determining
Page 12 DIN 3967

the upper allowances. Hence the following is obtained: and mating gear also makes possible an increase in the
tolerance, since in this case the tolerances do not add
together in full, but instead overlap partially or com-
pletely.

A.7 Calculation of backlash from the tooth


thickness allowances and the backlash-
In the calculation the individual backlash modifications
modifying effects
have to be inserted with the correct sign. If the value
between the vertical strokes under the square root sign With prescribed allowances - e. g. in accordance with
yields a negative figure, the minus sign should be used the system of fits of this Standard - the prospective
before the square root, otherwise the plus sign. acceptanceor working backlash i s calculated with the
backlash-modifying effects taken into account.
For normal cases in general mechanical engineering
AjQ = Aj, = AiB = O can be adopted and the equation
thereby simplified as follows

(IO)

A6.4 Determiningthe bwer allowances of tooth Attention should be paid to the remarks concerning Aja
thickness in the normal section in Section A.4.2.
The sum of the lower allowances in the transverse section The individual backlash modifications are to be inserted
calculated by equation (9) i s converted according to equa- with the signs determined for them. ifthe value in qua-
tion (8) to the normal section. tion (15) between the vertical lines is negative, the plus
sign in front of the square root sign should be used,
With equation (9) the case may arise in which the amount
--``,`,,`,,```,,`,`,,,``,```,`-`-`,,`,,`,`,,`---

otherwise the minus sign.


of the sum of the lower allowances is larger than the maxi-
mum backlashjtmax. If the individual influencing factors are present as actual

-
values, the equation changes as follows:
The allotment of the lower allowances should be made in
such a way that, corresponding to their size, the two gears
are given tolerances consistent with the production jt =- EA* + Aja + Ajxp i-AiB - -
Fßl
--
332
cosa, COS&
requirements.
From Table 2 tooth thickness tolerances are selected such
that the sum of the tolerances for the two gears can be
Ti + T2 5 ZAme - C A - (111
At the same time a check must be made t o ensure that
the tolerance is equal to at least twice the tolerance for -- m&++ja+Ajzß +AjB---- Fßl Fß2
it- - cosat cosat

-i- -
the tooth thickness fluctuation
T12R, (12) 2 cosat
The lower allowances then result from the upper allow-
ances and the tolerances
A , = A me -T (13)
If the upper and lower allowances are determined on the
criterion of function, t h e case may arise in which the
tooth thickness tolerance i s no longer consistent with
production requirements. A.8 Allowance diagram of tooth thickness
To arrive at a larger tolerance, the backlash-reducing
in the normal section
components of the minimum backlash must be reduced Fig. A.2 shows how the backlash and backlash modifi-
and likewise the backlash-increasingcomponents of the cations are constituted and how the sum of the allow-
maximum backlash. In this case therefore a tooth thick- ances and tolerances of the two gears results therefrom.
ness tolerance consistent with the production require- Since some components may act with both backlash-
ments frequently demands a higher accuracy class for reducing and backlash-increasingeffect, the diagram can
the axial position; in other words it is necessary to weigh only serve as an example and does not apply to all cases.
the cost of production of the gears against that of the The starting point is zero allowance. Since both allow-
housing. ances are negative, the amounts of backlash (addition of
If it i s impossible or undesirable to increase component the allowances) are also entered as negative values. The
accuracy any further, a check should be made to esta- backlash modification through unequal temperature rise
blish whether, and if so at what cost,the working tem- acts to reduce the badclash at Ajo <O (lower part of
perature can be influenced. Selective assembly of gear the diagram). The upper allowance must therefore have
DIN 3967 Page 13

-L
.........
.........
.........
--``,`,,`,,```,,`,`,,,``,```,`-`-`,,`,,`,`,,`---

.....
......

....
....

1ts2
*-".

2o
O
c -
LHzAsn
...........
..........
......

-
.g
o
ZAsni
Page 14 DIN 3967

a larger absolute value than would be necessary for the i) According to equation ( 6 ) the sum of the upper
minimum backlash only. The component Ai+ therefore allowances in the transverse section i s
has to be indicated in the direction away from the zero
line, like any other backlash reduction also; similarly EAe5 - (20-(- 60) - 0-0
backlash increases are directed towards the zero line.
After all components have been taken into account the
+ v(- 19)2+ (- 7)*+ 1g2 + 1g2 + (- 1512)
= - 117 pm
totals of the upper and lower allowances in the trans-
verse section result. The sums of the allowances in the j) The conversion to the normal section according to
normal section are smaller, corresponding to the helix equation (8)yields
angle. The difference of t h e two calculated sums i s the = - 117 * cos 9.8969' = - 115 Dm
Ume
sum of the tolerances of the two gears which is distri-
buted with due consideration of production require- k) According to Table 1 t h e upper allowances are
ments. The sums of the allowances are distributed selected such that their sum amounts to at least
according to design considerations (tooth thickness). 115pm:
The upper part of the diagram shows how the allowances &e 1= - 40 pm (series e) AsieZ= - 75 pm (series e)
--``,`,,`,,```,,`,`,,,``,```,`-`-`,,`,,`,`,,`---

develop when Aja and &Q are larger than O (e. g. in the
case of steel gears in plastics housings).
A.9.2 Lower allowances
a) The maximum backlashjtmau
i s taken as 300 pm.
A.9 Example for determining tooth thickness
allowances b) According to equation (1)the backlash modification
through temperature rise is
Same gear transmission data as in main part, Section 5,
but also gear with gear tooth quality 6.Maximum tem- -
AjD = 300 [(80- 20) 10 - - -
- (90- 20) 11,5
perature difference between housing and gears 20'C a t tan 20'
70 O C gear temperature, transmission temperature a t full * 10-61 2
cos 9.8969'
load: gears 90 O C , housing 80 OC. Coefficient of linear
= - 0,045 mm = - 45 pm
expansion of steel (yR = 11.5 . of cast iron
(yG = 10 Maximum backlash 300 pm. - c) According to equation (2) the backlash modification
through centre distance tolerance is
A.9.1 Upper
. . allowances
The minimum backlashjtmhi s taken as 20 pm. Aja = 2 26 - tan 20"
cos 9.8969'
= 19 pm.
According t o equation (1) the backlash modification
It therefore has t h e effect of increasing backlash.
through temperature rise is
d) According to equation (3) the backlash modification
Ajo = 300 [(50 - 20) 10 - (70- 20) 11,5 through non-parallelismof the bore axes is
tan 20'
lW6] Ajzp = O
cos 9,8969'
=-0,061 mm==-60pm e) According to Section A.4.4 and Table A.l the back-
lash modification through gear tooth modification is:
According to equation (2) the backlash modification
through centre distance tolerance is AjF = 1T . 19=9,5 pm
Aja = 2 (- 26)- tan 20"
cos 9,8969'
=- 19 pm f) Since steel and cast iron are not subject to swelling,
Aj, = O is adopted.
According to equation (3) the backlash modification g) For t h e backlash modification due to position, form
through non-parallelism of the bore axes is and dimension deviations of the components, the
70
Ajxp = - 20 -=-
200
- 7 Pm
following is assumed:
AiB = 15 pm.
Table A. 1 gives AiF = 19 pm h) The calculation of shaft deflection yields a backlash
modification AJE = 15 Km.
Since steel and cast iron are not subject to swelling,
AjQ = 0 i s adopted. i) According to equation (9)the sum of the lower
allowances in the transverse section is
For the backlash modification due to position, form
and dimension deviations of the components, the L A & = - (300- (- 45)- O - 15
following is assumed: 2 fi- 1 g2 + O2 + 9,52+ 9 3 2 - 1521)
-
AjB = 15 pm. = - 310 pm
The backlash modification through elasticity A ~ E is The sum of the lower allowances may therefore
disregarded here because it is assumed that in this case -
amount to 310pm if a maximum backlash of
it is not backlash-reducing, i. e. Ai, = O. 300 pm is to be guaranteed.
DIN3967 Pagel5

j) The conversion to the normal section on the lines of Hence the sum of the upper allowances in the transverse
equation (8) yields section is
-
XAe = - 310 cos 9,8969' = - 305 pm BA~=-(20+1/(-19)2+(-7)*+192+192+(-15)2)
k) According to equation (11) the sum of the tolerances = - 5 7 pm
for both gears is If the gear transmission i s to be exposed to relatively
5"1+2'2=IU,- CAsiel=l-305-(-115)1=190pm low temperatures in the idle condition, as may be the
From Table 2 the following are selected from toler- case, for example, with vehicle transmissions, this cur-
ance series 26 for the pinion and gear cumstance must be taken into account, so that backlash
is still present a t this temperature. At a temperature of
21' = 60 pm and T2= 100 pm - 30 O C , A& = A 6 6 = 50 O C will apply.
Ti+ T2= 160 pm The backlash modification through temperature rise from
According to DIN 3962 Part 1 the tooth thickness - 30 O C to + 20 "C alone amounts to 138 Frn. I n this
fluctuation is allowed to be case therefore the minimum backlash must be made a t
R S 1= 14 pm R S 2= 18 pm
-
least 140 pm, so that C A , is changed to 177 pm.
For calculation of the lower allowances there is a back-
The toterances are thus more than twice as large as the lash modification through temperature rise
tooth thickness fluctuation, i. e. the condition accord-
ing to equation (121 is fulfilled.
Ajo = 300 (60* 24 - 70 11.5 1O-6) 2-
tan 20"
Equation (13) gives the lower allowances as A,, =
- - -
40 60 = 100 pm and Asni2 = 75 - 100 = - cos 9,8969"
- 175 pm. Fig. A. 3 shows the size of the backlash =0,141 mm= 141 pm
and backlash modifications. Hence, according to equation (9) the sum of the lower
allowances is
A.9.3 Lower allowances without a specified
-
E A & = - (300-141 15
maximum backlash d i - 1g2+ O 2 +9,!j2 + 9,52 - 1521)
If no maximum backlash is specified, the tolerances are = - 124 pm
selected freely according to equation (12) and Table 2. This however would make the sum of the lower allow-
>
Ti 28 prn T2 36 pm > ances (- 124 pm) larger than the sum of the upper
allowances (- 174 pm), so that there i s no tolerance.
On the basis of production requirements tolerance For this case therefore the specification for the maxi-
series 27 is chosen. mum backlash needs to be checked and a design modi-
2'1 = 100 pm T2= 160 pm fication undertaken if necessary.
From equation (13) the following are found A.9.5 Acceptance backlash
A, 1= - 140 pm A, 2 -
= 235 pm If checking of acceptance backlash is proposed, it must
be borne in mind that when the gear transmission is cold
then the minimum acceptance backlash must be larger
A.9.4 Allowances under modified conditions than the minimum backlash by Aja. In the example
If instead of a grey iron housing a light metal housing therefore 20 + 60 = 80 pm.
with linear coefficient of expansion (Y = 24 . 1O-6 is As regards the maximum acceptance backlash, the per-
used, the conditions are changed fundamentally. The missible maximum backlash can be exceeded in the
backlash modification through temperature rise Aje cold condition by the corresponding Aje although, of
acts to increase backlash. course, A.~Emust be taken into account. I n the example
The worst condition for minimum backlash therefore therefore the maximum acceptance backlash is
occurs a t reference temperature 20 OC. Here A j e = O. 300 + 45 - 15 = 330 pm.
Page 16 DIN 3967

Caiculation Execution

Figure A.3. Backlash, backlash modifications


Allowances and tolerances for the worked example (the components under the root sign of
equations (7) and (9) have been combined to a single amount)
DIN 3967 Page 17

A.10 Example for determining the backlash A.10.2 Acceptance backlash


to be expected Aja, Ai,, AjE are left out of consideration when deter-
System of fits DIN 3967: pinion 27 cd mining the acceptance backlash.
gear 26 cd A.10.2.1 Minimum backlash
Centre distance allowances DIN 3964: I S 0 tolerance 1. According to Section A.9.1 the following apply
zone js7
Gear tooth quality DIN 3962: 6 Ajzp = - 7 Pm
For further data see Section A.9
AjFl =hjF2= 19 pm
AiB = - 1 5 p m
A.10.1 Determiningthe theoretical badclash
1. The sum of the tooth thickness allowances is 2. According to equation (14) therefore the minimum
backlash is found as
, = - (70)+ (- 130) = - 200 pm
U
it mh= - (- 203)
Ud = - (170) + (- 230) = - 400 pm
-fi- 1912 + (- 712 + (19)2 + (19)* + (- 15)2
2. Conversion to the transverse section according to + O = 166 pm
equation (8) yields
A.10.2.2 Maximum backlash
U& = -*Oo =-203pm
1. Backlash modificationdue to non-parallelism of the
cos 9,8969"
bore axes according to Section A.4.3
CA,, =
-
400
= - 406 pm Ajzß = O
cos 9,8969" 2. According to Section A.9.2 the following apply
3. According to equation (2) the backlash modification AjF1 = AjFZ = 19 pm
due to the centre distance allowances A , = - 26 pm AjB = 1 5 p m
and A , = + 26 pm is calculated as
3. Therefore according to equation (15) t h e maximum
- cos 9,8969'
A j =~ 2 (- 26)
tan 20'
=-19pm
acceptance backlash is
-
--``,`,,`,,```,,`,`,,,``,```,`-`-`,,`,,`,`,,`---

jt, = (- 406)

2 - (+ 26)
tan 20'
Ai, = =+19pm
cos 9,8969'
4. According to Section 2.1 the theoretical backlash is +0=426pm
The theoretical backlash of it = 1 8 4 pm to 425 pm is
jtmm = - (- 203) + k 19) = 184 pm modified by the backlash-reducingeffects to become
,,tI = - (- 406) + (19) =425 pn it= 166 pm to 426 pm.
Page 18 DIN 3967

Appendix B
--``,`,,`,,```,,`,`,,,``,```,`-`-`,,`,,`,`,,`---

Conversion of allowances for the different measuring methods

Contents

B.l Determining the tooth thickness from the tooth thickness angle
B.2 Measurement of the normal chordal tooth thickness
8.3 Measurement of the working distance with the master gear
B.4 Measurement of the base tangent length
B.5 Measurement of the dimension over two rollers or balk
B.6 Singleball measurement and singleroller measurement
B.7 Determining the correction values
B.7.1 Theoretical position of the tolerance zones
B.7.2 Actually determined position of allowances
B.7.3 Actual allowances of normal chordal tooth thickness
B.7.4 Actual allowances of working distance
B.7.5 Actual allowances of base tangent length measurement
B.7.6 Actual allowances of two-ball measurement
B.7.7 Actual allowances of two-roller measurement
B.8 Tooth thickness fluctuations
B.9 Reliability of results

Symbols and designations as in Appendix A


Additionally:
Two-flank working distance Tooth thickness fluctuation from two-roller
Facewidth measurement
Module Tooth thickness fluctuation from base tangent
length over 4 measured teeth
Tooth thickness
Tolerance of two-flank working distance
Normal chordal tooth thickness on the y cylinder
Tooth thickness tolerance
Addendum modification coefficient
Tooth thickness tolerance for two-flank work-
Number of teeth
ing distance
Allowance factor of the two-flank working
Tooth thickness tolerance for the chordal
distance
measurement on the y cylinder
Allowance factor of diametral two-ball or two-
Tooth thickness tolerance for two-ball
roller dimension
measurement
Allowance factor of radial single-ball or single-
Tooth thickness tolerance for two-roller
roller dimension
measurement
Total tooth trace deviation
Tooth thickness tolerance for the base tangent
Diametral two-ball or two-roller dimension length
Diametral two-ball dimension Tolerance of normal chordal tooth thickness on
Diametral two-roller dimension the y cylinder
Radial single-ball or singleroller dimension Tolerance of t h e diametral two-ball dimension
Tooth thickness fluctuation Tolerance of the diametral two-roller dimension
Tooth thickness fluctuation from two-flank Base tangent length tolerance
working distance
Base tangent length over 4 measured teeth
Tooth thickness fluctuation from chordal
measurement on t h e y cylinder Transverse pressure angle
Tooth thickness fluctuation from two-ball Helix angle
measurement Tooth thickness half angle
DIN 3967 Page 19

8.1 Determining the tooth thickness over k teeth however enter into the measurement. Hence
from the tooth thickness angle although theoretically the tooth thickness tolerance
could be converted with a factor for the base tangent
The tooth thickness can be measured by mechanically
length tolerance, it is necessary here to add a correction
tracing the two flanks of a tooth in the V circle by means
value. The same applies to the base tangent length fluc-
of a measuring pick-up (as null indication) in conjunction
tuation.
with an angle measuring instrument. The tooth thickness
is found by converting the measured tooth thickness
angle 2 $ into radians, so that the tooth thickness is B.5 Measurement of dimension over two rollers
determined in accordance with the definition. The or baIIs
eccentricity of the gear teeth can be found, since t h e Here, too, the eccentricity of the gear teeth is not covered.
measurement is referenced to t h e mounting axis of the Therefore in order to be sure that the tooth thickness i s
gear. not exceeded a t any point on the gear, it i s necessary in
Since angle measuring facilities of the necessary accuracy this case also to add a correction value to the conversion
are usually not available in industry, this method i s not factor. It must be borne in mind however that where
suitable for practical application and i s only of signific- relatively large allowances amounting practically to an
ance for scientific investigations. additional addendum modification are involved, the
allowance factor A& may alter to such an extent that
it can no longer be disregarded. It is therefore appro
B.2 Measurement of the normal chordal
tooth thickness
.
On t h e basis of a reference diameter, which can con-
priate to calculate it for the mean value of the tooth
thickness allowances and not for the nominal dimension
of the tooth thickness (see DIN 3960, October 1976
veniently be the tip diameter, the normal chordal tooth edition, Section 51, similarly the measurement over balls
thickness i s measured in the normal section a t a given or rollers Md.
depth, normally on the V circle. For this purpose it is
necessary to determine beforehand, for the tooth to be
B.6 Single-ball measurement
measured, the tip circle radius with reference to the gear
mounting. With the concentricity deviation of t h e tip and single-roller measurement
circle taken into account and a sufficient number of If these measurements are made radially from a reference
measurements made on the gear circumference, the diameter or from centring elements which can be equated
upper and lower actual allowances of the normal chordal with the gear mounting, they also cover eccentricities and
tooth thickness are found. are thus equatable with the chordal measurement. The
Conwersion of the too* thickness allowances from the mean measured value M, and the allowance factor AM,
arc to the chord can normally be dispensed with. Where are to be calculated as in DIN 3960, October 1976 edition,
large numbers of teeth or virtual numbers of teeth are Section 5.
involved the conversion of the allowances from the
reference circle to t h e V circle according to DIN 3960, B.7 Determining the correction values
October 1976 edition, Section 4.l.l.also yields negligible
differences. Nevertheless to avoid obscurity the reference Although the influences which make correction values
should always be to chordal measurement; t h e expression necessary are known, it is not possible to make any
tooth thickness measurement should beavoided in thiscase. general statements. It i s therefore recommended that
measurements be made in the various production areas
and the correction values determined from the actual
8.3 Measurement of the working distance values obtained by the different measuring methods.
with the master gear
Apart from the concentricity deviation of the gear teeth, 6.7.1 Theoretical position of the tolerance zones
this measurement also covers the tooth trace deviation As an example, Fig. B. 1 shows the tolerance zones for
up to the width of the master gear. The tooth trace devi- a given gear.
ation however has already been taken into account in This illustration shows (right) how different in position
calculating the tooth thickness allowances. Consequently and size are the allowances and tolerances of the mea-
before converting it is necessary t o apply a plus correc- sured values although on an ideal-geometry basis they
tion to the permissible allowances by t h e amount of the express the same tooth thickness production tolerance.
tooth trace deviation. The criterion for the lower allow-
ance is Fp (Appendix A, Section A.4.4). The upper allow- 8.7.2 Actually determined position of allowances
ance is displaced according to the master gear width. If The results of measurements on five gears (milled, shaved,
this i s larger than or equal to the width of t h e working case hardened) on all teeth are compared in Fig. B.2.This
gear all tooth trace deviations will be covered. if it is shows both the fluctuations of the individual measured
smaller an allowance in proportion to the two widths is values in one and the same gear and also the differences
sufficiently accurate. The mean measured value u" and of the gears one from another. All the measured values
the allowance factor A:H are to be calculated as in were converted to tooth thickness values and presented
DIN 3960,October 1976 edition, Section 5. as sudi. Of all the measured values of each measuring
method the weighted average was determined and pre-
B.4 Measurement of base tangent length sented each time.
This measurement does not cover the eccentricity of the The results of the measurements on all five gears were
gear teeth relative to the gear mounting. Pitch deviations combined (right-handside of illustration) the offset of

--``,`,,`,,```,,`,`,,,``,```,`-`-`,,`,,`,`,,`---
Page 20 DIN 3967
the mean value of a particular type of measurement ment (Fig. B.11, neither the minimum backlash nor the
relative to the mean value of the normal chordal tooth maximum backlash would be guaranteed if t h i s tolerance
thickness measurement of the gear concerned being were to be utilized to the full. The tolerance must there-
shown each time. For the fluctuation of the values the fore be reduced not only by the concentricity tolerance
weighted average was again determined. From these the but also by the pitch-span tolerance. The error propaga-
correction value for the tolerance centre of each method tion law can of course also be applied here. The mean
of measurement can be determined. value of the measurements is not displaced compared
with the chordal measurement. Since the width of bear-
Example: ing on the tooth i s larger than with the chordal measure-
With gear 1 the fluctuation of the measured values of ment a tooth trace form deviation could exert influence.
base tangent length ranges from + 11 pm to - 27 pm. This however is taken into account in the calculation of
-
The weighted average is 10 pm. The offset relative to the allowances. Hence if an offset occurs the tolerance
the weighted average of the normal chordal tooth thick- zone can be displaced accordingly.
-
ness is 7 pm. For t h i s value the fluctuation for this Although in general the base tangent length measurement
-
offset is between + 10 pm and 7 pn for all five gears i s subject t o the smallest measuring errors, compared with
(see Fig. 8.2, right). The weighted average of this fluc- the other measuring methods, and ought for this reason
tuation is + 1pm. The mean offset relative to the normal to be the preferred measurement. it is also the method
chordal tooth thickness measurement is thus in this case which involves reducing the theoretical tolerance by the
+ 1 pm. largest amount in order to guarantee the backlash in the
Apart from this however the measurements on the indi- same way as with the chordal measurement. This security
vidual gears yield fluctuations differing widely in magni- of compliance with t h e minimum and maximum backlash
tude, according to measuring method. It is therefore however is bought a t the cost of making the tolerance
necessary to alter the site of the tolerance if it i s to be small, so that in come cases objections may be made
guaranteed that all tooth thicknesses are within toler- against gears which are found to be serviceable, as regards
ance when checking is carried out by way of only indi- t h e functional conditions, in t h e two-flank working test.
vidual measured values (and not over the whole circum- This affects in particular shaved gears which may have
ference). relatively large pitch deviations which are not always
allocatable to the concentricity deviations (see Fig. B.2,
6.7.3 Actual allowances of normal chordal gears 3 and 5, also the limits mown by dashed lines in
tooth thidtness Fig. 6.3).
In the example the fluctuation of the measured values
on one and the same gear ranges up to 55 pm, which 6.7.6 Actual allowances of the two-ball measurement
points to a concentricity deviation. If the maximum
The fluctuation of the measured values converted to the
value is in tolerance, the minimum backlash is guaranteed. tooth thickness is significantly smaller than i s t h e case
with the foregoing measured values. This shows that the
B.7.4 Actual allowances of working distance
concentricity deviation determined is attributable to
The fluctuation of the measured values of the gear, con- eccentricity and not t o out-of-roundness, since eccentric-
verted to the tooth thickness, confirms the concentricity ity dÒes not enter into the result. If the theoretically cal-
deviation. I f the maximum value of the working distance culated tolerance were to be utilized, neither the mini-
is within the theoretically calculated tolerance the mini- mum backlash nor the maximum backlash would be
mum backlash is guaranteed. Compared with the chordal guaranteed any more. The tolerance has therefore to be
measurement however the mean value of the measure- reduced by the amount of the permissible concentricity
ments i s offset by + 10 pm. The cause of t h i s lies in the deviation. The mean value of the measurements is slightly
profile and tooth trace deviations. These however have displaced compared with the chordal measurement. The
already been taken into account in the calculation of t h e reason for t h i s may lie in the fact that only point con-
tooth thickness allowances. The upper allowance of the tact is made with the flanks, and also in the fact that the
working distance measurement can thus be displaced measurement circle differs and in this way profile devi-
relative to the normal chordal tooth thickness measure- ations become effective. For comparative measurements
ment by the amount determined, without this endanger- it is therefore expedient to carry out all measurements
ing the stipulated minimum backlash. The lower allow- at approximately the same points on the flanks, i.e. to
ance must however be displaced by the amount -

2 cosq'
f
determine the ball and roller diameters approximately
for the measurement points of the base tangent length
measurement, and to calculate the normal chordal tooth
6.7.5 Actual allowances of the base tangent thicknesses also for this.
length measurement
Although the concentricity deviation does not enter into
this measurement the fluctuation of the measured values 6.7.7 Actual allowances of the two-rolier measurement
is larger than with the two-ball and two-roller measure Here, the same remarks as in Section B.7.6 apply. It i s
ment This is due to the fact that the pitch-span devia- of course possible for tooth trace form deviations to
tions influence the measurement. These are not taken have an effect. This makes the measurement "thicker"
into account in the calculationof the a!lowances of tooth than with the two-ball measurement. The tolerance can
thickness. If the allowances of the chordal tooth thick- be displaced by the offset compared with the chordal
ness measurement were to be converted purely theoreti- measurement, since the causes of this have already been
cally as allowances for the base tangent length measure- taken into account in the calculation of the allowances.
DIN 3967 Page 2 1

The tolerance must however likewise be reduced by the B.9 Reliability of results
amount of the permissible concentricity deviation.
The relationships of the different measuring methods
shown here by way of an example can only apply quali-
tatively. For quantitative statements not only is the
B.8 Tooth thickness fluctuations
number of measurements too small, but also it i s not
Tooth thickness fluctuations are often measured as fluc- permissible to transfer conclusions from one size of gear
tuations of the base tangent length and in some cases to others, or from one method of manufacture t o an-
also as fluctuations of the two-ball or two-roller dimen- other. It is therefore necessary to have a large number
sion. The tolerances stated in DIN 3962 Part 1 apply to of measurement series for the widely differing areas
the fluctuation of the tooth thicknesses. For other mea- before statistically affirmed correction values can be
surements these values have to be converted. For this stated for the conversion. The tolerance modifications
conversion the same applies as for converting t h e tooth of the given tooth thickness tolerances, as described in
thicknesses themselves. Use of the theoretical allowance Sections B.7.4 to B.7.7, should however be carried out
factors alone can thus lead to errors. Therefore so long where possible. On the one hand this will lead to the
as no firm conversion figures are available it is recom- backlash effectively obtained being largely the same
mended when using the tolerances to the full t h a t a check with all measuring methods, and on the other hand the
should be carried out by measuring the normal chordal necessary production effort also. The modifications of
tooth thicknesses or the working distance with a master Fig. B.l necessary from the evaluation of Fig. 8.2 (right)
gear in order to avoid difficulties at acceptance. are shown in Fig. B.3.

%-
Tolerancezone of specifid tooth thickness Derived tolerance zones o f test dimensions
0.

I
I
r, I Z
'y a'- TW' 'Ud, 'MdR

Figure B.l. Tolerance zones of test dimensions after ideal-geometry conversion


of tooth thickness tolerance zone

Example:
m = 4.25 mm; t = 29, fi = ;
0 O = 22 mm; x = 0.2063. The zero line corresponds
'
with zero-backlash design of the gear transmission, tooth thickness for this
s = 7.314 mm. The mean allowance - 160 pm corresponds to Ax = - 0.051 7,the
mean tooth thickness is then s = 7.154 mm corresponding to x = 0.1546.
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Page 22 DIN 3967

L
O
DIN3967 Page23

Tolerancezones o f specified tooth thicknesses Derived tolerance zones of test dimensions


O

Pm

- 100

- 200

-300

-LOO

- 500

Figure 6.3. Altered tolerance zones of tooth thickness and resulting tolerance
zones of the test dimensions
On the basis of the unmodified tooth thickness allowancesof Fig. B.l
for the chordal measurement the tooth thickness tolerance zones for
the other test dimensions (apart from the base tangent length measure-
ment, cf. Section 8.7.5) were calculated for position and site according
to the evaluation in Fig. B.2 (right), see upper illustration (left), and
the allowances of the test dimensions determined therefrom. These
tolerance zones result in approximately equal production effort and
the same effective backlash.
The limits shown by dashed lines of the tooth thickness tolerance for
t h e base tangent length (TSw)and base tangent length tolerance (Tw)
are needed for shaved gear teeth (see Section 7.5 and Explanations).
--``,`,,`,,```,,`,`,,,``,```,`-`-`,,`,,`,`,,`---
Page 24 DIN 3967

Explanations
With this Standard the system of fits for securing the pitch deviation fpt as contained in the InternationalStand-
minimum backlash and limiting the maximum backlash -
ard IS0 1328 1975.
is placed on a broader footing compared with DIN 3963 When values obtained from experience for the backlash
and DIN 3967 dating from 1953. It is also intended to or tooth thickness allowances are available or when for
stimulate the collection of practical experience, so that functional reasons no exact determinationof backlash is
further general pronouncements can be made on the necessary, the accurate calculation of the tooth thickness
system of gear tooth fits. allowances is superfluous. Otherwise, the calculation can
The proposed system of fits is regarded as a general basis. be carried out according to Appendix A. The information
Empirical values for specific systems of fits involving in Appendix B on the relationships between the values
given gear transmission categories could not be laid down obtained with different measuring methods should be
in a uniform system by the responsible committee be- considered additionally because in industry the tooth
cause with differing diameters no uniform minimum ba&- thickness is not measured as defined, but instead has to
lash can be stated. It is left t o the user t o establish a be superseded by indirect tooth thickness measurements
selection system or reference values for the backlash con- using different methods. The examples given in Appen-
cerned. dix B are not directly transferable to other gears. Assum-
To simplify use of this Standard the main text i s followed ing a sufficiently large number of measurement series for
in Appendix A by information on the calculationof the most diverse gears and manufacturing methods there
tooth thickness allowances and in Appendix B by infor- is a possibility that the offset of the tolerances for mea-
mation on the conversion of allowances for the different surements by way of working distance, base tangent
measuring methods. The values of t h e upper tooth thick- length or the two-balldistance can be kept the same
ness allowances and the tooth thickness tolerances relative to the normal chordal tooth thickness. It is also
should be taken from Tables 1 and 2. Ten tolerance possible that the tolerance for the base tangent length
need not be so severely restricted as indicated in
--``,`,,`,,```,,`,`,,,``,```,`-`-`,,`,,`,`,,`---

series based on the preferred number series R 10 are


given and allocated to the reference diameter (see Table 2). Section 5 of Appendix B, since in the case of the five
The progression from one tolerance series to the next is gears measured the base tangent length is not always
1.6. The allowance series (Table 1) are based on a pro- within the calculated reduced tolerance, vet despite this
the gears are within tolerance (see limits shown by
gression of'"a, certain series near the zero line being
omitted. Within an allowance series the upper tooth thick-
dashed lines in Fig. B.3). In any case it is recommend-
able to determine correction values by measurements,
ness allowances have a progression of "@ The calcu- so that the desired backlash is complied with despite the
lated values have been rounded according to ISO/R 286. different influence exerted on the measured variables by
The previously standardized allocation of tooth thickness the individual deviations of the teeth.
tolerances to gear tooth quality has thus been dropped. The parameters, symbols and designations of this Stand-
It has also not been considered expedient to adopt cod- ard have been redefined in conformity with DIN 3960,
ing of the tolerance values with multiples of the individual DIN 3998 and DIN 3999.

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