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Strain wave gearing

Strain wave gearing is a science topic covered in the lgStudy science library. This page brings together a partial reference excerpt, illustrations, worked examples, real-world applications and a short study plan, so you can understand Strain wave gearing rather than just read about it. In short: Strain wave gearing (also known as harmonic gearing) is a type of mechanical gear system that uses a flexible spline with external teeth, which is deformed by a rotating elliptical plug to engage with the internal gear teeth of an outer spline. The German company Harmonic Drive SE manufactured the first series-produced gears under the product name or registered trademark Harmonic Drive.

Strain wave gearing — main illustration
Strain wave gearing — illustration

Key takeaways

  • Strain wave gearing belongs to science; place it in that map before memorising details.
  • Learn the definition first, then one example that makes the definition concrete.
  • Connect Strain wave gearing to a quantity you can measure, compute or draw — that is where exam questions come from.
  • Reproduce the core statement of Strain wave gearing from memory before moving on to harder problems.

Reference excerpt

Strain wave gearing (also known as harmonic gearing) is a type of mechanical gear system that uses a flexible spline with external teeth, which is deformed by a rotating elliptical plug to engage with the internal gear teeth of an outer spline. The German company Harmonic Drive SE manufactured the first series-produced gears under the product name or registered trademark Harmonic Drive. Strain wave gearing has some advantages over traditional gearing systems such as helical or planetary gears, including:

no backlash, compactness and light weight, high gear ratios, reconfigurable ratios within a standard housing, good resolution and excellent repeatability (linear representation) when repositioning inertial loads, high torque capability, coaxial input and output shafts. High gear reduction ratios are possible in a small volume (a ratio from 30:1 up to 320:1 is possible in the same space in which planetary gears typically only produce a 10:1 ratio). Disadvantages include a tendency for 'wind-up' (a torsional spring rate) in the low torque region. Strain wave gearing is commonly used in robotics and aerospace. It can provide gear reduction but may also be used to increase rotational speed, or for differential gearing.

History The basic concept of strain wave gearing (SWG) was introduced by C.W. Musser in a 1957 patent while he was an advisor at United Shoe Machinery Corp (USM). It was first used successfully in 1960 by USM Co. and later by Hasegawa Gear Works under license of USM. Later, Hasegawa Gear Work became Harmonic Drive Systems located in Japan and USM Co. Harmonic Drive division became Harmonic Drive Technologies.In 1971, on NASA's Apollo 15 mission, the Lunar Roving Vehicle (LRV) was driven by one electric motor per wheel - connected by 80:1 Harmonic Drive gears.

Mechanics

The strain wave gearing uses the elasticity of metal. The mechanism has three basic components: a wave generator (2 / green), a flex spline (3 / red), and a circular spline (4 / blue). More complex versions have a fourth component normally used to shorten the overall length or to increase the gear reduction within a smaller diameter, but still follow the same basic principles. The wave generator is made of two separate parts: an elliptical disk called a wave generator plug and an outer ball bearing. The elliptical plug is inserted into the bearing, forcing the bearing to conform to the elliptical shape but still allowing rotation of the plug within the outer bearing. The flex spline is shaped like a shallow cup. The sides of the spline are very thin, but the bottom is relatively rigid. This results in significant flexibility of the walls at the open end due to the thin wall, and in the closed side being rigid enough to be tightly secured (to a shaft, for example). Teeth are positioned radially around the outside of the flex spline. The flex spline fits tightly over the wave generator, so that when the wave generator plug is rotated, the flex spline deforms to the shape of a rotating ellipse and does not slip over the outer elliptical ring of the ball bearing. The ball bearing lets the flex spline rotate independently to the wave generator's shaft. The circular spline is a rigid circular ring with teeth on its inside. The flex spline and wave generator are placed inside the circular spline, meshing the teeth of the flex spline and the circular spline. Because the flex spline is deformed into an elliptical shape, its teeth only actually mesh with the teeth of the circular spline in two regions on opposite sides of the flex spline (located on the major axis of the ellipse). Assume that the wave generator is the input rotation. As the wave generator plug rotates, the flex spline teeth which are meshed with those of the circular spline slowly change position. The major axis of the flex spline's ellipse rotates with wave generator, so the points where the teeth mesh revolve around the center point at the same rate as the wave generator's shaft. The key to the design of the strain wave gear is that there are fewer teeth (often for example two fewer) on the flex spline than there are on the circular spline. This means that for every full rotation of the wave generator, the flex spline would be required to rotate a slight amount (two teeth in this example) backward relative to the circular spline. Thus the rotation action of the wave generator results in a much slower rotation of the flex spline in the opposite direction. For a strain wave gearing mechanism, the gearing reduction ratio can be calculated from the number of teeth on each gear, in a similar manner to a cycloidal drive:

R = flex spline teeth − circular spline teeth flex spline teeth , − 1 < R < 0 {\displaystyle R={\frac {{\text{flex spline teeth}}-{\text{circular spline teeth}}}{\text{flex spline teeth}}},\quad -1<R<0}

Note that the reciprocal of the reduction ratio is sometimes referred to with the same phrase and symbol. For example, if there are 202 teeth on the circular spline and 200 on the flex spline, the reduction ratio is (200 − 202)/200 = −0.01 Thus the flex spline spins at 1/100 the speed of the wave generator plug and in the opposite direction. Different reduction ratios are set by changing the number of teeth. This can either be achieved by changing the mechanism's diameter or by changing the size of the individual teeth and thereby preserving its size and weight. The range of possible gear ratios is limited by tooth size limits for a given configuration. This reduction ratio is applicable to the configuration where the circular spline is fixed, the wave generator the input and the flexible spline the output. In case the circular spline also rotates, the following relation holds between the rotational velocities of the three parts:

ω F S = R ω W G + ( 1 − R ) ω C S {\displaystyle \omega _{FS}=R\omega _{WG}+(1-R)\omega _{CS}}

… excerpt ends here. Continue reading the full article.

Illustrations

Strain wave gearing: Outer circle: circular spline (fixed)Middle circle: flex spline (attached to output shaft, not shown)Inner oval: wave generator (attached to input shaft; inner ball bearing and shaft, not shown)
Outer circle: circular spline (fixed)Middle circle: flex spline (attached to output shaft, not shown)Inner oval: wave generator (attached to input shaft; inner ball bearing and shaft, not shown)
Strain wave gearing: Harmonic Drive SE strain wave gear set consisting of wave generator bearing (top left), flexspline cup (top right) and circular spline ring (bottom).
Harmonic Drive SE strain wave gear set consisting of wave generator bearing (top left), flexspline cup (top right) and circular spline ring (bottom).
Strain wave gearing: Cross section of a harmonic gear. input shaftwave generatorflexsplinecircular splineoutput shafthousing
Cross section of a harmonic gear. input shaftwave generatorflexsplinecircular splineoutput shafthousing

Worked examples

Example 1 — a first encounter with Strain wave gearing

Start with the simplest possible case. Write down what Strain wave gearing claims or describes in one sentence, then invent the smallest concrete situation in which that sentence is true. In science, the smallest case is usually a single object, a single equation or a single measurement. Check that every symbol or term in your sentence has a meaning in that case.

Example 2 — changing one variable

Take the situation from Example 1 and change exactly one quantity: double it, halve it, or set it to zero. Predict what should happen to Strain wave gearing before you calculate. Comparing your prediction with the result is the fastest way to find out whether you understand the idea or only the words.

Example 3 — an exam-style question

Typical questions about Strain wave gearing ask you to (a) state it precisely, (b) apply it to given data, and (c) explain a limitation. Practise writing all three answers in under five minutes; the third part is what separates a full-mark answer from an average one.

Applications of Strain wave gearing

In research
Strain wave gearing appears in science research whenever the underlying quantities have to be modelled precisely. Papers usually cite it as a starting assumption and then explore where it breaks down.
In technology and industry
Engineering practice reuses Strain wave gearing in design rules, simulations and safety margins. Knowing the idea lets you read a specification sheet and understand why the numbers look the way they do.
In the classroom
Strain wave gearing is common in secondary-school and first-year university syllabi. It links to neighbouring topics Gears, so understanding it makes those chapters shorter.
In everyday life
Look for Strain wave gearing outside the textbook — in sport, cooking, traffic, electronics or the sky above you. An example you found yourself is remembered far longer than one you were given.

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How to study Strain wave gearing in 20 minutes

  1. Read the reference excerpt below once, without taking notes.
  2. Close the page and write down what Strain wave gearing means in your own words.
  3. Compare your version with the excerpt and mark what you missed.
  4. Work through the three examples above with pen and paper.
  5. Explain Strain wave gearing out loud to somebody else — or to Teacher Smith in the lgStudy chat.

Frequently asked questions

What is Strain wave gearing in simple terms?

Strain wave gearing (also known as harmonic gearing) is a type of mechanical gear system that uses a flexible spline with external teeth, which is deformed by a rotating elliptical plug to engage with the internal gear teeth of an outer spline. The German company Harmonic Drive SE manufactured the…

Why does Strain wave gearing matter?

Because it connects several science ideas at once: it gives you a definition you can apply, a quantity you can calculate, and a way to check whether a result is plausible.

How should I study Strain wave gearing?

Read the excerpt, restate it from memory, then work through the examples and applications listed on this page. The five-step study plan above takes about twenty minutes.

What does this page cover?

It gives you a compact reference excerpt plus original lgStudy explanations, examples, applications and study material on Strain wave gearing.

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  • Gears

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