GearLab gears & robot gearboxes
Open the interactive version →

This is a static copy of the chapter for search engines. The interactive version has animated figures, check questions, and buttons that load the example into the calculator.

3. Profile shift: rescuing a small pinion

A robot joint wants the biggest ratio it can get from one stage, which means the smallest pinion it can get away with. But below a certain tooth count the generating rack cuts into the involute near the root — undercut — and takes away exactly the material that carries the bending load.

zmin = 2 (1 − x)sin² α   →   17.1 teeth at α = 20° with no shift
x = 0 — undercut x = +0.5 — full root the cutter has eaten into the root thicker root, tooth moved outwards move the cutter out by x·m
Below about 17 teeth the generating rack cuts into the involute near the root and weakens it. Moving the cutter outwards by x·m puts the tooth back — the same cutter, a different setting.

The fix is a cutter setting, not a new cutter

Pull the rack outwards by x·m when generating and the tooth is formed further up the involute, where it is thicker and not undercut. The wheel keeps the same module and still meshes with everything else of that module. The cost is a thinner tip and a slightly lower contact ratio.

If the two shifts do not cancel, the pair no longer runs at the reference centre distance. The working pressure angle opens up, and it is found from the involute function:

inv αw = 2 tan α · x1 + x2z1 + z2 + inv αKHK
y = z1 + z22 ( cos αcos αw − 1 )     aw = ( z1 + z22 + y ) mKHK

There is no closed form for αw — the involute function has to be inverted numerically, which is what the calculator does.

Two ways to use it

  • x₁ + x₂ = 0. Shift the pinion out and the wheel in by the same amount. The centre distance stays standard, and the strength moves from the wheel, which has it to spare, to the pinion, which does not. This is the common case.
  • x₁ + x₂ ≠ 0. Used to hit a centre distance the standard module cannot reach, or to raise the contact strength by opening the pressure angle.
Do not overdo it. Large positive shifts thin the tip until it becomes pointed, and cut the contact ratio. The calculator reports both, and warns when the contact ratio drops below 1.2.
Try it

A 14-tooth pinion — undercut as standard — rescued with x₁ = +0.5 against a wheel at −0.5, so the centre distance stays where it was.

Formulas in this chapter

z_min — undercut limit
z_min = 2(1 − x) / sin²α; 17.1 at α = 20°, x = 0 [teeth] rack generation
α_w — working pressure angle with profile shift
inv α_w = 2 tan α (x₁+x₂)/(z₁+z₂) + inv α [rad] KHK Gears
y, a_w — centre distance modification
y = (z₁+z₂)/2 · (cos α/cos α_w − 1); a_w = ((z₁+z₂)/2 + y) m [mm] KHK Gears
s — tooth thickness at the reference circle
s = m (π/2 + 2 x tan α) [mm] rack generation