True IMS Gearbox
To design a 3-stage compound gear train for a 7.5-ton hoist powered by a 15 HP motor operating at 1800 RPM. The system was required to meet constraints on output speed (≤ 30 ft/min), torque, and spatial volume. The design incorporated standard gear/pinion sizing, fatigue life considerations, and shaft stress limitations. This project was completed as part of MAE 4342: Mechanical Design II at the University of Texas at Arlington.
Project Type: Team (4 members)
Team Members: John Cross, Ellen Finley, Martin Ismerio
Duration: ~6 weeks
Tools: SolidWorks, Excel (gear and shaft sizing), MATLAB (key fatigue sizing)
Focus: Gear train design, fatigue analysis, shaft deflection, key sizing
Outcome: Validated gearbox parameters under fatigue and torque limits; final design achieved safety margins and manufacturability.
Defined total gear ratio (~200:1) from torque and speed constraints
Designed 3-stage compound gear train via iterative gear/pinion teeth pairing
Modeled gear face widths under both bending and surface fatigue conditions
Designed shaft to satisfy fatigue and deflection criteria using singularity functions
Calculated output shaft key length for combined fatigue and static stress
Applied Goodman fatigue criterion and correction factors (Kf, Kfs, Se)
Input: 15 HP motor @ 1800 RPM
Output: ≤ 30 ft/min hoist speed via 12.5 in pitch diameter drum
Gear System: 3-stage compound train, each stage within 3:1–10:1 ratio
Material: AISI 4140 (shaft/gear), AISI 4130 (key)
Key Features:
Gear face widths sized for both bending and surface fatigue limits
Shaft diameter refined based on stress and maximum deflection criteria
Key length calculated iteratively using fatigue-based torque transfer equations
No FEA was used, but design validation relied on analytical fatigue life simulations
Gear face width sizing performed using Excel to iterate diametral pitch under both bending and surface fatigue constraints
MATLAB used to solve nonlinear fatigue equations for key length sizing
Gear tooth counts were adjusted to reduce volume while maintaining required ratios and safety margins
Shaft diameter finalized based on deflection limits, overriding initial stress-only sizing approach
SolidWorks Drawing of Full Gear Train Assembly
Gear & Pinion Drawings
SolidWorks Drawing of Shaft Number 2
SolidWorks Drawing of Output Shaft Key
Final Ratio and Max Load Output
Gear & Pinion Specs by Stage (Based on Bending Stress Limits)
Output RPM: ≈ 9
Total Gear Ratio: ≈ 200:1
Final Shaft Diameter: 3.5 in (based on deflection and fatigue)
Key Length: 2.31 in (computed via fatigue-based MATLAB iteration)
Key Fatigue Safety Factor: 2.01 (confirmed using Goodman fatigue criterion)
Key Max Bearing Stress: 20.26 ksi (well below yield limits for AISI 4130 steel)
Balanced gear tooth counts across three stages to stay within both ratio and volume limits
Recalculated fatigue strength iteratively for gears based on life-cycle correction factors
Updated shaft diameter after initial deflection exceeded allowable limits despite stress compliance
Solved a non-linear fatigue equation in MATLAB to determine key length under alternating load and bearing stress conditions
Finalized 4-inch output shaft key design by selecting material, calculating required length, and verifying safety factors
Developed MATLAB code to solve non-linear fatigue equations for dynamic key loading
Analyzed and documented key stress performance under shear, bearing, and fatigue in the final report
Supported team in validating gearbox design against torque, speed, and safety requirements
Achieved a key design safety factor of 2.01, confirmed through multi-mode failure analysis
Gear Train Design · Fatigue and Bearing Stress Analysis · Shaft Deflection Modeling · MATLAB for Mechanical Iteration · SolidWorks Technical Drafting · Excel-Based Parametric Design · Engineering Report Writing & Documentation
This project deepened my understanding of machine element design under real-world constraints. I learned to balance analytical stress models with practical considerations such as shaft deflection, gear volume, and manufacturing tolerances. My focus on key sizing using fatigue analysis helped bridge theoretical equations with component-level design decisions. The experience also strengthened my confidence in collaborative workflows and iterative design which are essential skills in professional mechanical engineering environments.
*Note: Full fatigue, stress, and sizing calculations are detailed in the final report (PDF). Excel design sheets and MATLAB logic available upon request*
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View or Download Project Report (PDF)