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Gearbox sump & cover design resources

Gearbox sump & cover design resources

Gearbox sump & cover design resources

Hi, I'm looking for gearbox sump & cover design resources, mostly with respect to fluid dynamics.

To be more specific, here are two still images from a Shell video demonstrating their gear oil in a transparent gearbox.



There are several design features that I can see here. For example, with the large gear on the right, there is a certain radial clearance between the gear teeth and the enclosure. On the middle shaft, there is some sort of circular deflector starting at the 11:00 position and continuing CCW to just past the 6:00 position. It looks like it encloses the pinion only, since the gear behind seems larger. Also, the static and dynamic situations look quite different with respect to submergence.

I've been able to find lots of literature on lubricant selection, performance, contamination issues, etc. but nothing really describing the type of design decisions that I outline here. Thanks in advance!

RE: Gearbox sump & cover design resources

Almost always it will be from experimental results or past experience with similar setups.

RE: Gearbox sump & cover design resources

Tractor manufacturers have gone to great length to reduce not necessary lubricant flow in their complex transmissions that contain gears that can be shifted, hydrostatic components, final drives, differentials and oil immersed brakes with the goal to reduce churning losses and CO2 emissions. Maybe they have published some material on that. Generally speaking the optimum would be to only supply the lubricant to the areas where needed in just the right amount necessary for lubrication and cooling. That is unattainable with a simple splash system and maybe some baffles to direct the oil flow. A circulation system that directs the right amount of oil to meshing gears and bearings would be best - but is costly and would also quite a bit of development and testing to finetune it. For lubrication itself very little lubricant will be needed, but to get the required amount of cooling a much larger amount of fluid may be needed, also depending on whether a heat exchanger is mounted or when just the surrounding air around the gearbox is relied upon.

It all comes down to manufacturing cost vs complexity - a complex design could do with a lot less oil then the more common design. The component manufacturer most times will opt for cost efficiency, purely for economic reasons.

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