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  • Writer's pictureSyed Sagheer Abbas Rizvi

How to Select the Right Type of Gearbox?

Updated: Dec 26, 2022

Choosing a

can be very challenging. The motion control and servo industries may need a gearbox to handle dynamic motion, whereas the power transmission sector may need one to support overhung loads. lead screw Customers have a selection of adequate gearboxes to fulfill a variety of requirements. A poor decision can require the purchase of a more expensive gearbox.

The disparity between motor and load sizing is one of the first points of disagreement when it comes to size. Even while matching the size of the engine and gearbox may be simpler and produce a functional transmission, this will lead to the need to buy a greater gearbox than is necessary.

Furthermore, the gearbox is overqualified for the job. The gearbox will, however, be more cost-effective, lead screw will complement the application, and may even have a smaller footprint if it is fitted to the load.

The Most Commonly Used Elements of Sizing Applications

Many factors that affect gearbox sizing are constant across the board. This section will go over those requirements in detail and explain.

Service Factor

The difference between an application's needed value and the unit's rated value is a typical way to define the service factor. Before scaling an application, the customer needs to determine the service factor. lead screw For non-uniform load distribution, longer service hours, and higher ambient temperature, the service factor must be assessed.

Ambient Temperature and Environmental Conditions

An important factor in gearbox sizing is the type and temperature of the environment in which it will be driven. Different seal materials and viscosities may be necessary at exceptionally high or low temperatures. To prevent corrosion or the growth of germs, certain materials occasionally need to be used in dirty environments.

FDA-compliant coatings and oils are required by enterprises manufacturing food and beverages. Since there won't be any air to cool in vacuum settings, special grease, and heat dissipation considerations will be necessary. lead screw When sizing a gearbox, all of these factors should be taken into consideration.

Shock Load or Load Type

Gear tooth and shaft bearing wear may be accelerated by high shock and impact loads. Service factors will need to be raised to accommodate these higher loads. A non-uniform load is any irregular cutting application of any type. An unbalanced load is produced by the uneven cutting force, lead screw which causes an increase in torque provided to the gearbox.

Output Style or Mechanism

Different output systems place various shaft loads on the shaft, which must be taken into account. A toothed pinion, sprocket, and pulley are a few examples of output mechanisms. The majority of mechanisms produce a lot of radial stress, although some helical gearing might also produce axial load.

Output Shaft and Hollow Bore Dimensions

The client-specified output shaft & bore sizes must be taken into account when sizing an application. It could be necessary for the customer to purchase a larger gearbox or a gearbox of a different kind to fit their existing shaft. In some circumstances, the client might be able to modify their shaft to make use of the most affordable part.

Housing Types

Additionally, it's important to think about how the gearbox will be placed while choosing one. It's possible for a device to have mounting feet, an output flange, or tapped holes on several of its sides. The use of specific frames or brackets may be avoided by selecting alternatives to these housing styles, which may limit how a device can be attached. For example, lead screw the bottom face of the unit having tapped holes eliminates the need for a specialized L-bracket to attach around the output.

Power Transmission Considerations to Take into Account

The sizing process is affected by a few industry-specific factors. The application calculations in the power transmission industry are influenced by the output RPM, motor horsepower, frame size, and overhung load.

Output RPM

The customer must compute the working ratio of the gearbox or provide the required input/output speed and operating hertz (Hz) for calculation. A 1450 RPM input @ 50 Hz is considered the industry standard. Any adjustments must be specified because they affect the ratio computation and will result in a gearbox that does not satisfy the customer's requirements if they are not taken into account.

Motor Horsepower and Frame Dimensions

It is important to specify the gearbox size and input selection before calculating the service factor. The required horsepower is used to compute the actual service factor after the gearbox has been sized.

The mechanical ratings of the reducer could be negatively impacted by the heat produced by high-horsepower motors. This lower rating, which is known as a reducer's Thermal Capacity and must be taken into consideration when using large motors, is based on the higher heat generated.

General Shaft Load

Sizing must guarantee that the load won't harm the gearbox. The Overhung Load rating is the measure of the force, measured in Newton[ASP3], that the output shaft is capable of withstanding. lead screw The speed reducer will sustain damage if its rating is significantly lower than that of the application.


Customers should consider the load while sizing their gearboxes. This will ensure that they get a suitable and affordable solution for the application. The service factor, the environment, the temperature, the shock load, the output type, and the service hours are all taken into account during sizing.

Therefore, it is ideal to evaluate each of these factors when choosing the appropriate type of gearbox for your application. We at Wanfu Group can assist if you have questions or are seeking for a high-quality gearbox. lead screw For further details, right away, get in touch with our experts.

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