An improved tolerance analysis method for gear mechanisms considering form deviations and elastic-plastic contact behaviors

The contact quality between geometric features significantly affects the assembly accuracy and dynamic performance of mechanical products. However, accurate and efficient contact problem solving is currently a common challenge in the fields of tolerance analysis and tooth contact analysis (TCA). In this paper, a tolerance analysis method for gear mechanisms considering form deviations and elastic-plastic contact behaviors is proposed. Specifically, tolerance modeling of systematic and random deviations on tooth surfaces is represented by skin model shapes (SMS). Elastic-plastic contact behaviors including contact deformation, status, and stress distribution are modeled and calculated by a modified boundary element method (BEM). The accuracy and efficiency of this BEM algorithm are verified by comparing with the finite element method (FEM), indicating that the BEM can greatly improve the computational efficiency while maintaining high solution accuracy. A case study for a pair of spur gears demonstrates the significant effects of contact behaviors on transmission performance. This research provides an effective method to introduce mechanical contact behaviors in tolerance analysis of gear mechanisms. In addition, the contact simulation results can also be adopted in the analysis of vibration, reliability, and other aspects.