27. März 2008 1 / 23
KISSsys Tutorial:
Two Stage Planetary Gearbox
Using this tutorial
This tutorial illustrates how a two stage planetary gearbox can be modelled in KISSsys. Some modelling
techniques where special attention and knowledge are required are described in detail.
It is recommended that the user completes the first tutorial, KISSsys-Tutorial-001 (modelling of a two stage
helical gearbox), before this tutorial is used.
The model described here can be further refined. For this, a series of instructions exists, however, their
application requires some experience with KISSsys.
If questions arise when working through this tutorial, contact the KISSsoft support using the address given
above.
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Table of contents
1 MODELLING TASK .......................................................................................................................2
2 BUILDING THE MODEL ...............................................................................................................2
2.1 Starting KISSsys ...........................................................................................................................3
2.2 Modelling the first stage ...............................................................................................................3
2.2.1 Machine elements, shaft analysis modules ...............................................................................3
2.2.2 Connections...............................................................................................................................4
2.2.3 Planetary gear calculation .........................................................................................................5
2.3 Modeling the second stage............................................................................................................6
2.4 Positioning the planetary shafts/bolts ...........................................................................................7
2.5 Power input, power output, connecting the two stages.................................................................8
2.6 Input of gear data ..........................................................................................................................9
2.7 Input of the shaft geometries.......................................................................................................11
2.7.1 Sun shafts ................................................................................................................................11
2.7.2 Planet carrier ...........................................................................................................................12
2.7.3 Shaft for ring gear / gearbox casing........................................................................................12
2.7.4 Planetary shaft / bolt ...............................................................................................................13
3 USER INTERFACE .......................................................................................................................15
3.1 Adding an user Interface .............................................................................................................15
3.1.1 Input and output power ...........................................................................................................15
3.1.2 Adding functions.....................................................................................................................16
3.1.3 Information on the strength analysis of the gears ...................................................................18
3.2 Additional functionality ..............................................................................................................20
3.2.1 Shaft-hub connection calculation............................................................................................20
3.2.2 Load spectra ............................................................................................................................21
3.2.3 Position of the ring gears ........................................................................................................21
4 SPECIALITIES...............................................................................................................................22
4.1 Speed of planetary bearings ........................................................................................................22
4.2 Number of planets.......................................................................................................................22
4.3 Tree structure ..............................................................................................................................23
4.4 Shaft analysis ..............................................................................................................................23
1 Modelling task
A KISSsys model for the analysis of a two stage planetary gearbox with integrated gear, shaft and bearing
calculation should be built. The model can then be used for design, optimisation and rating of such a system.
Note:
- The two ring gears shall have zero speed
- The planetary gear of the first stage shall be supported by two bearings arranged symmetrically on the
planetary bolt
- The planetary gear of the second stage shall be supported by a single bearing on the planetary bolt
(sitting in the centre of the planetary gear)
2 Building the model
The new system is modelled from elements such as gears, shafts, bearings and so on and includes the
corresponding KISSsoft analysis. The elements and analysis modules are taken from a library, the so called
„Templates“. For the descriptions given below, it is assumed that the user has already completed and understood
the first KISSsys tutorial on modelling a two stage helical gearbox.
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2.1 Starting KISSsys
First, a project folder has to be created. Then, KISSsys is started using Windows-Start/Programs/KISSsoft
03/2008 /KISSsys and the intended folder is choose as project folder.
Using menu “Extras”, activate the administrator modus. Then, the templates should be opened using “File/Open
templates…”.
2.2 Modelling the first stage
2.2.1 Machine elements, shaft analysis modules
From the templates, the elements shown below are copied and arranged (note that the shaft element representing
the planetary bolt should be placed underneath the planet carrier shaft). Add a special component from
templates “kSysPlanetCarrierCoupling” under “sc” shaft called “cc”. This component will define in the program
the carrier component and the number of planet shafts.
Figure 2.2-1 Building the model, first step, first stage
Note that when adding the KISSsoft shaft analysis for each shaft element, a dialog appears where the shaft to be
analysed has to be chosen. Also, choose „Save file in KISSsys“ in the same dialog.
Furthermore, under coupling element “cc” is a variable „NofPlanets“ of type „Real“ where user can change
number of planet shafts in system. Access to the variable from tree – cc – Properties – NofPlanets.
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Figure 2.2-2 Creating the variable „NofPlanets“ for defining the number of planets in the stage. Here, three planets
are present
2.2.2 Connections
Now, the connections are added. Copy the element “kSysPlanetaryGearPairConstraint“ from the templates) and
insert it two times into the group “Stage1”. One time for the connection between sun and planet named “zszp”,
one time for the connection between planet and ring named “zpzr”:
Gear 1: Sun (zs)
Gear 2: Planet (zp)
Gear 1: Planet (zp)
Gear 2: Ring (zr)
Figure 2.2-3 Adding the planetary connections
The KISSsys model should now look as follows:
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Figure 2.2-4 KISSsys model with connections added
2.2.3 Planetary gear calculation
From the templates, the planetary gear calculation “PlanetGearSet” from “kSoftCalculations/withSystem” is
imported and added underneath the group “Stage1” and called “GP1”. In the dialog, the two connections and the
saving mode for the KISSsoft data have to be defined:
Figure 2.2-5 Adding the planetary gear set calculation
The KISSsys model should now look as follows:
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Figure 2.2-6 KISSsys model with planetary gear set calculation added
2.3 Modeling the second stage
The first stage which has been created above is now copied and pasted in the same level of the tree structure
using the name „Stage2”:
Figure
2.3-1 Copy the first stage and paste it as second stage
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The KISSsys model should now look as follows:
Figure 2.3-2 KISSsys model with two stages
The second stage now has to be positioned in space with respect to the first stage. Using “Dialog” in the group
“Stage2” (right mouse click on “Stage2”), the second stage can be positioned (e.g. using 200mm distance in
axial direction):
Figure 2.3-3 Positioning the second stage with respect to the first stage
2.4 Positioning the planetary shafts/bolts
The planetary shafts of the two stages now have to be positioned in space. For this, use “Dialog” (right mouse
click on the planetary shaft elements) to position them parallel to the respective sun shaft in a distance equal to
the centre distance of the gear pair sun-planet and axial distance e.g. so that gears will be always in the same
place:
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Figure 2.4-1 Positioning the two planetary shafts with respect to the corresponding sun shaft
2.5 Power input, power output, connecting the two stages
The planet carrier of the first stage (power output of the first stage) has to be connected with the sun shaft of the
second stage (power input of the second stage). For this, use a coupling constraint from the templates
(kSysCouplingConstraint), adding as shown below:
Figure 2.5-1 Configuration of the connection of the two stages
This connection can be called e.g. “StageConnection”.
Using „kSysSpeedOrForce“ elements (copied from the templates), power is put into the system / taken from the
system (the power input shall be the coupling on the sun shaft of stage 1, power output shall be the coupling on
the planet carrier of the second stage). The two ring gears are constrained again using
„kSysSpeedOrForce“elements.
In this example, speed and torque are defined for
the power input (sun shaft of first stage).
Therefore, for the power output (planet carrier of
second stage), no additional kinematic constraint
may be defined.
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The speed of the ring gear of stage 1 is set to zero The speed of the ring gear of stage 2 is set to zero
Figure 2.5-2 Adding „kSysSpeedOrForce“ elements to define the kinematic boundary conditions
Now, the kinematic calculation can be tested by calling the function „Calculate Kinematics“ in menu (a mouse
click). At the lower end of the screen, a message „Kinematic calculated“ should appear. Now, press „Refresh
All“ (symbol number eight from the left side in the menu bar, see mark below).
The KISSsys model should now look as follows:
Figure 2.5-3 KISSsys model, modeling of the structure completed
2.6 Input of gear data
Now, the gear data can be defined in the respective KISSsoft planetary gear calculation can be defined. For this,
double click on „GP1“ for stages 1 and 2 to get to the respective KISSsoft interface. Here, the gear data can
either be defined or a suitable gear set can be sized using the sizing functions in the usual manner. It is also
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possible to use an existing gear set by using File/Open. Please ignore the follow warning, because it’s just
information for the gear calculation.
Figure 2.6-1 Input of gear date in KISSsoft
The number of planets used however is not defined using the KISSsoft interface but is defined through KISSsys
(using the value given in the variable „NofPlanets“). The number defined previously is now shown in KISSsoft:
In order to get a 3D representation of the system modelled, the element“kSys3DView“ has to be copied from the
templates and pasted underneath „System“. Using „Show“ (right mouse click), the 3D windows shows:
Figure 2.6-2 3D view
The ring gears are not visible yet. For this, go to the two ring gears and add a value to the variables “di” (use
negative values since this is an inner gear). You may e.g. use formula df-10*mn, instead of fixed value
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Figure 2.6-3 Definition of the outer diameter (index „i“ since it is in fact the inner diameter) for the ring gear
The 3D graphics should now look as follows:
Figure 2.6-4 3D view with ring gears
2.7 Input of the shaft geometries
2.7.1 Sun shafts
Support sun shaft “ss” on Stage1 rigidly on left end. To do this add new component “kSysBearing” on the shaft
“ss” in Stage1 and call it “b1”. Use “UpdateShaftElements” function from tree under“SS” calculation to add
bearing on the shaft. On double click on „SS“, get to the KISSsoft interface for the shaft analysis. Using the
graphical shaft editor, the sun shaft can be defined , e.g. using the simple geometry shown below:
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Figure 2.7-1 Defining the sun shaft
Note that the sun is present several times on the sun shaft (as many times as planets are present) to simulate the
multiple contacts between the sun gear and the several planets (such that the radial forces on the sun shaft are
equal to zero). You may now model the second sun shaft similarly, but use e.g. two normal bearing to support
the shaft (kSysRollerBearing).
Figure 2.7-2 Defining the sun shaft
2.7.2 Planet carrier
Modelling the planet carrier is not necessary for the analysis of the gearbox and is hence not described here.
Note! If you don’t want to define data for the carries, please remove calculation modules “SC” from the tree to
avoid error messages. When geometry is created, please remember to add also sufficient supports.
2.7.3 Shaft for ring gear / gearbox casing
The shaft for the ring gear is the same as the casing of the gearbox. It is not necessary to model it.
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2.7.4 Planetary shaft / bolt
In this example, the planet of the first stage is supported by two bearings (arranged symmetrically). The planet
of the second stage is supported by a single bearing. The modelling of the two shafts / bolts is therefore
different.
First, the bearings („b1“, „b2“) and the respective bearing calculations („Bearing2“, „Bearing1“) have to be
added to the tree structure. Note that for the first planetary stage a bearing calculation element for two bearings
should be used (“Bearing2” in templates, from “kSoftCalculations/withSystem”), whereas for stage 2, a bearing
calculation element for one bearing should be used („Bearing1“ in templates, from
“kSoftCalculations/withSystem”). For the 2nd stage planet pin add also “kSysBearing” to create rigid support on
left side.
Figure 2.7-3 Tree structure with bearings and bearing calculations added
Since new elements have been added to the shafts, use „UpdateShaftElements“ (right mouse click on „SP“) in
order to have these newly added elements (the bearings) present in the graphical shaft editor in KISSsoft. Now,
KISSsoft can be used (double click on „SP“ on both stages) to model the planetary shafts. It is recommended
that the second bearing (on the planetary shaft of stage 1) is positioned first on e.g. 5mm so it can be
distinguished from the first bearing (initially, they both have the same position, y=0 mm and they can hence not
be distinguished in the graphical shaft editor).
In this example, the two bearings of the second stage shall be positioned symmetrically with respect to the
centre of the planetary gear. In which distance to the centre of the gear the bearings are placed does not matter
since the radial force of the planet is distributed equally on the two bearings (as long as the planetary gear has
not helix angle, if the planetary gear has a helix angle, the bearings have to be positioned at the correct distance
from the centre of the gear since a moment from the radial force and the helix angle results). After the definition
of the planetary shaft / bolt use “Calculate F5”.
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Figure 2.7-4 Support of the planet of the first stage. The objective is to have an even distribution of the force acting
on the planetary gear on the two bearings. As long as there are only radial forces acting, the distance from the
centre of the gear to the bearing does not change the result as long as the bearings are positioned symmetrically.
The bearing of the second planet is to be placed in the centre of the gear. Since only one bearing is present, the
system is not statically defined yet. Therefore, a second boundary condition is necessary for the shaft. Use
support element to fix shaft from the left shaft end.
Figure 2.7-5 Arrangement for second planetary shaft
Figure 2.7-6 Shaft end on the left side
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In the 3D view, the bearings are at first not visible. For this, go to the KISSsoft bearing calculations and press
„Calculate F5“ in order to update the bearing data. Using “Refresh “, the bearings should then become visible.
Figure 2.7-7 3D view of the gearbox
3 User Interface
3.1 Adding an user Interface
In order to simplify the management of the KISSsoft calculations, a user interface is used allowing for input and
output of values. For this, copy a table „UserInterface“ from the templates into the tree structure (beneath
„System“). Using right mouse click and „Show“, the table is shown. Using „Dialog“ the number of rows and
columns can be modified.
3.1.1 Input and output power
In this example, the torque and the speed are defined for the input (sun / sun-shaft of stage 1). Add a descriptive
text in the user interface (just type it in a field), e.g. „Input speed“ and „Input torque“. To add the values, use
right mouse click on the next field and select „Insert Real“. Now, press “Reference” and define the variable
which shall be addressed:
Figure 3.1-1 Defining the input speed
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Figure 3.1-2 Defining the input torque
Additional values (output) can be added
1. Input power: press right mouse click in a field, select „Insert Real“ and use the variable name
„Input.power“ in „Expression“
2. Output speed: as described above, variable name to be used „Output.speed“
3. Output torque: as described above, variable name to be used „Output.torque“
4. Output power: as described above, variable name to be used „Output.power“
5. Ratio: use the following expression in „Expression“: abs(Input.speed/Output.speed), Where “abs”
returns the absolute value of the expression in brackets.
The user interface then looks as follows:
Figure 3.1-3 User interface with information and input regarding the kinematics of the gear box
3.1.2 Adding functions
In the user interface, three different functions shall be available: Calculation of the kinematics, execution of the
KISSsoft calculations and generation of the KISSsoft calculation reports. For this, three functions „Kinematic“,
„Strength“ and „Write Reports“ are added to the User Interface (right mouse click on the field of choice, choose
„Insert Function“ and define the following)
Note! User is also able to use these functions from menu, using shortcut buttons.
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Figure 3.1-4 Calculation of kinematic followed by „Refresh All“
Figure 3.1-5 Before the KISSsoft calculations are executed, the kinematics are calculated
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Figure 3.1-6 Writing the KISSsoft reports (saved into the KISSys project directory)
3.1.3 Information on the strength analysis of the
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