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Abstract- Manual rack and pinion steering systems are commonly used due to their simplicity in construction and compactness. The
main purpose of this paper is to design and analyze the rack and pinion steering system. In this paper analyzed the two components of
the steering system. Firstly, this paper investigates the characteristics of a rack and pinion gear system mainly focused on bending and
contact stresses of the pinion gear and rack bending stress using analytical and finite element analysis. To estimate the contact stress,
the-dimensional solid models for different materials are generated by SolidWorks software and the numerical solution is done by
ANSYS, which is a finite element analysis package. The analytical investigation is based on Lewis stress formula. This paper also
considers the study of contact stresses induced between two gears. Present method of calculating gear contact stress uses AGMA
equation. To determine the contact stresses between two mating gears the analysis is carried out on the equivalent contacting
cylinders. The results obtained from ANSYS are presented and compared with theoretical values. This paper also deals with the stress
analysis of the rack. By using FEM a stress analysis has been carry out. Steering rack deflection and bending stresses are found. This
stresses are compared with analytical result. Secondly, Fatigue analysis of intermediate steering shaft is done to find the life of the
intermediate steering shaft in cycles and determined the factor of safety of the shaft. The Software results, mathematical and logical
calculation implementation in a research will increase the performance and efficiency of a design.
Index Terms- Rack and Pinion Steering Gear, Contact Stress, Rack Bending Stress, Steering Intermediate Shaft, Life Cycle, Safety
Factor, ANSYS Software.
I. INTRODUCTION
T wo main types of steering systems are used on modern cars and light trucks: the rack-and-pinion system and the conventional, or
parallelogram linkage, steering system. On automobiles, the conventional system was the only type used until the 1970s. It has
been almost completely replaced by rack-and-pinion steering.
Steering Wheel
Steering Column
Rack Housing
Torsion Bar
Tie Rod
Figure 1. A Simplified Rack-and-pinion Steering System
Rack-and-pinion steering is a simple system that directly converts the rotation of the steering wheel to straight line movement at the
wheels. The steering gear consists of the rack, pinion, and related housings and support bearings. Turning the steering wheel causes
the pinion to rotate. Since the pinion teeth are in mesh with the rack teeth, turning the pinion causes the rack to move to one side. The
rack is attached to the steering knuckles through linkage, so moving the rack causes the wheels to turns.All steering systems contain
several common parts. Every steering system, no matter what type, will have a steering wheel, a steering shaft and column, universal
joints, steering tie rod, and steering arm.
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Pinion and rack are same material and so pinion is weaker. So based design on pinion.
Unknown diameter case
1. Calculation of Diameter of teeth,
Module selected from the standard module series.
Dp n p mn (1)
2. Calculation of Torque (Mt)
Mt F D (2)
t p
3. Calculation of pitch line velocity (V)
The pitch line velocity can be calculated by
π Dp Np (3)
V
60
np
n
f 3
cos ψ
yp = 0.175-0.841/nf
4. Calculation of allowable stress, Sall
Allowable stress can be calculated by
3 , for V < 10m/sec
S all S 0
(4)
3 V
5. Calculation of endurance stress, So
S
S0 u (5)
3
6. The actual induced stress can be calculated by using Lewis equation.
2M t
S ind (6)
3 2
m kπ y p n p cosψ
7. Strength Check,
Compare Sall and Sind (7)
If Sall > Sind , Design is satisfied.
If not so, keeping on calculating by increasing the module until it is satisfied need to be done.
8. Calculation of the face width of helical gear, b
The face width of helical gear can be calculated as
b min k red π m n (8)
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b max k π m n (9)
Sind
k red k max (10)
Sall
After determining the design from strength point of view, it is necessary to check the dynamic effect.
9. Dynamic Check,
The transmitted load in (N) can be calculated as
2M t (11)
Ft
Dp
10. Calculation of dynamic load, Fd
21V(bCcos2 ψ Ft )cosψ
Fd Ft (12)
21V (bCcos2 ψ Ft )
11. Calculation of limiting endurance load, F0
F0 S0 by p πmcos(ψ) (13)
12. Calculation of limiting wear load, Fw
D bKQ
p (14)
F
w
cos2 ψ
S 2 sinφ
K es n 2
E
1.4
The required condition to satisfy the dynamic check is F0 ,Fw>Fd.
If not so, keeping on calculating by increasing the module until it is satisfied need to be done.
TABLE II
DESIGN RESULTS FOR PINION GEAR
Symbol Value Unit
No. of teeth np 6 -
module mn 2.5 mm
Pitch circle diameter Dp 15 mm
Face width b 47 mm
Applied Force Ft 2610 N
Torsional Moment Mt (T) 19.575 Nm
The design results for pinion gear are shown in Table II.
TABLE III
RESULT DATA OF TOOTH DIMENSION FOR RACK AND PINION
The result data of tooth dimension for rack and pinion are shown in Table III.
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CR (18)
πm n cos
In the principle stress theory failure will occur when the principle stress in the complex system reaches the value of the maximum
stress at the elastic limit in simple tension.
TABLE IV
THEORETICAL RESULT OF VON-MISES STRESSES AND STRAIN FOR GEAR PAIR
Parameter Results
The stress and strain value for gear pair is shown in Table IV.
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C
B
L
Pinion
740N 740N
FA
W
150 mm
365mm
14.35
14.35
Figure 3 shows the rack cross section view. The shows the minimum cross section of rack. The sector area is removed for making
tooth on rack.
Sector Area
θ/2 58.1
y
x
Dr=23mm
3θ
4r
sin
y 2 (21)
3 θ sinθ
2. To find the moment of inertia, I
r4 θ
I (θ sinθ 2sinθsin 2
8 2 (22)
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TABLE V
SPECIFICATION DATA OF RACK AND RACK HOUSING ASSEMBLY
Parameter Symbol Value Unit
Rack Diameter Dr 23 mm
Center of Gravity of Sector Area y 8.289 mm
Moment of Inertia I 5299.80 mm4
Rack Tip Max. Bend Load W 294.35 N
Rack Length Lr 210 mm
Young’s Modulus E 207 GPa
Parameter Results
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1 bending
k c 0.85 axial (41)
0.59 torsion
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Sf 1
N ( )b (46)
a
2
(f Su ) (47)
a
Se (48)
1 f Su
b log( )
3 Se
10. Fatigue factor of safety (nf)
Fatigue factor of safety (nf) can be calculated by using Modified Goodman Method
Se S u
nf (49)
σ'a Su σ' m Se
TABLE VIII
THEORETICAL RESULT OF VON-MISES STRESSES AND SAFETY FACTOR FOR INTERMEDIATE SHAFT
Parameter Results
39.092 MPa
Von Mises Stress (max)
3.706
Fatigue Safety Factor
Table VIII shows thetheoretical results for von-Mises stress and fatigue safety factor value.
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TABLE XI
SPECIFICATION DATA OF STEERING SHAFT FOR PINION GEAR
Description Symbol Values
Torque (Nm) T 6
Tangential Force (N) Ft 2610
Axial Force (N) Fa 1108
Radial Force (N) Fr 950
Diameter of Shaft (mm) D 8
Length of Shaft (mm) L 105
Figure 7. Fixed and forced Condition of steering shaft for pinion gear
Figure 7shows the fixed and forced conditions for structural analysis of shaft. There are four boundary conditions for structural; fixed
support, cylindrical support, moment and force.
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Figure 8 shows minimum and maximum von-Mises stress. The values are 0.051691 N/mm2 (MPa) and 105.61 N/mm2 (MPa), the
maximum value is less than yield strength. So, shaft design is satisfied for pinion gear of steering system.
Figure 10. Fixed and forced Condition of Shaft and Pinion Gear Assembly
Figure 10shows the fixed and forced conditions for structural analysis of shaft and pinion gear assembly. There are three boundary
conditions for structural; fixed support, moment and force.
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Figure 13. Fixed and forced Condition of Rack and Pinion Gear Assembly
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Figure 14.Equivalent (von-Mises) Stress on Rack and Pinion Gear Assembly using AISI 4340 Steel
Figure 14 shows the equivalent (von-Mises) stress on rack and pinion gear assembly using AISI 4340 steel. The maximum equivalent
(von-Mises) stress on contact point is 1027.3 MPa and location of maximum stress is at the meshing area of the rack and pinion while
the yield strength of the structural steel is 1570 MPa. The steering gear will work safely at this stress.
Figure15.Equivalent Strain of Rack and Pinion Gear Assembly using AISI 4340 steel
The equivalent strain on rack and pinion gear pair using AISI 4340 steel is 0.0046578 and occurs at meshing area of the rack and
pinion as shown in Figure 15.
Figure 16.Equivalent (von-Mises) Stress on Rack and Pinion Gear Assembly using Aluminum Alloy
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Figure 16 shows the equivalent (von-Mises) stress on rack and pinion gear assembly using Aluminum. The maximum equivalent (von-
Mises) stress on contact point is 1021.4 MPa and location of maximum stress is at the meshing area of the rack and pinion while the
yield strength of the structural steel is 225 MPa. The steering gear will not work safely at this stress.
Figure17.Equivalent Strain of Rack and Pinion Gear Assembly using Aluminum Alloy
The equivalent strain on rack and pinion gear pair using Aluminum is 0.014995 and occurs at meshing area of the rack and pinion as
shown in Figure 17.
Figure 18.Equivalent (von-Mises) Stress on Rack and Pinion Gear Assembly using Gray Cast Iron
Figure 18 shows the equivalent (von-Mises) stress on rack and pinion gear assembly using Gray Cast Iron. The maximum equivalent
(von-Mises) stress on contact point is 1030.6 MPa and location of maximum stress is at the meshing area of the rack and pinion while
the yield strength of the structural steel is 170 MPa. The steering gear will not work safely at this stress.
Figure19.Equivalent Strain of Rack and Pinion Gear Assembly using Gray Cast Iron
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The equivalent strain on rack and pinion gear pair using Gray Cast Iron is 0.0097802 and occurs at meshing area of the rack and
pinion as shown in Figure 19.
TABLE XII
COMPARISON OF THEORETICAL AND SIMULATION RESULT FOR GEAR ASSEMBLY
Results
Parameter Theoretical Simulation % Error
calculation
Von Mises 944.031 MPa 1027.3 MPa 8.1%
Stress (max)
Table XII shows thecomparison of theoretical and simulation results for von-Mises stress and strain value of the gear pair.
(iii) Comparison of Von-Mises Stress and Strain on the Rack and Pinion Gear Assembly with Three Types of Materials
Comparative study on contact stress analysis has been carried out on the rack and pinion gear assembly made of different materials
namely AISI 4340, Aluminum Alloy and Gray Cast Iron which are suitable for rack and pinion gear pair.
1100
Numerical von-Mises 1000
stress (MPa) 900
800
700
600
500
400
300
AISI 4340 Aluminum Gray Cast
Alloy Iron
Numerical von-Mises stress
1027.3 1021.4 1030.6
(MPa)
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Figure 21 show von-Mises strain on rack and pinion gear assembly with three types of materials by using ANSYS 14.5. The resulted
data for static structural analysis with three types of materials are compared with von-Mises stress and strain. Static analysis reveals
that maximum stress on rack and pinion gear pair are 1027.3 MPa, 1021.4 MPa and 1030.6 MPa respectively and maximum strain on
rack and pinion gear pair are 0.0046 mm, 0.014 mm and 0.0097 mm. The maximum von-Mises stresses on rack and pinion gear pair
are occurred at the meshing area of the rack and pinion gear. From the structural contours of ANSYS, it can be observed that the
maximum strains are also occurred at the meshing area of the rack and pinion gear. The von-Mises stresses on gear pair using different
materials are nearly the same. The analysis shows that the strain has minimum with AISI 4340 steel. Therefore, AISI 4340 steel is
suitable material in this designed steering gear pair.
TABLE XIII
Steel
Rack 207 0.3 1950 1570
AISI 4340
Aluminum
Housing 71 0.33 273 225
Alloy
Figure 22. Fixed and Forced Condition of Rack and Rack Housing Assembly
Figure 22 shows the fixed and forced conditions for structural analysis of rack and rack housing assembly. There are two boundary
conditions for structural; fixed support and force.
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Figure. 23. Equivalent (von-Mises) Stress on Rack and Rack Housing Assembly
Figure 23 shows the equivalent (von-Mises) stress on rack and rack housing assembly. The maximum equivalent (von-Mises) stress is
108.53 MPa while the yield strength of the structural steel is 1570 MPa. The steering rack will work safely at this stress.
Results
Parameter Theoretical calculation Simulation % Error
Von - Mises Stress (MPa) 96.782 108.53 10.8%
Deformation (mm) 0.828 0.849 2.5%
Table XIV shows thecomparison of theoretical and simulation resultsfor von-Mises stress and deformation value of the rack.
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TABLE XV
MECHANICAL PROPERTIES FOR INTERMEDIATE SHAFT
Properties
Name ASTM A36 steel
Model Type Linear Isotropic
Default Failure Criterion Max Von Mises Stress
Yield Strength 250MPa
Tensile Strength 400MPa
Elastic Modulus 200GPa
Poisson's Ratio 0.3
Mass Density 7850kg/m3
The static structural shaft SolidWorks model was added to the geometry in ANSYS Workbench. This geometry model was meshed
with high smoothing. This meshed model was imported to static structural for static structural analysis of the intermediate steering
shaft. Firstly, give the input conditions to the model, which applied the torque 6000 N-mm at end of steering intermediate shaft. Then,
supports are fixed at another end as shown in Figure 25. The engineering data for type of material uses the structural steel for testing
material.
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Then, the factor of safety on steering intermediate steering shaft is also shown in Figure 29. The maximum and minimum factor
of safety is 15 and 3.8631.
TABLE XVI
COMPARISON OF THEORETICAL AND SIMULATION RESULT FOR INTERMEDIATE STEERING SHAFT
Results
Parameter Theoretical Simulation % Error
calculation
Table XVI shows thecomparison of theoretical and simulation resultsfor von-Mises stress and fatigue safety factor of the steering
intermediate shaft.
IV. CONCLUSION
Manual rack and pinion steering system is suitable for solar car. In steering gear design, the diameter of pinion 15mm and face
width 47mm and module 2.5mm was satisfied. The von Mises stress and strain of steering shaft and pinion gear have been compared
with theoretical and simulation result. The contact stress of steering rack and pinion gear pair have been compared in theoretical and
simulation result with different materials. From analysis of rack and pinion gear pair, the von-Mises stress for steel was 1027.3 MPa,
aluminum alloy was 1021.4 MPa and gray cast iron was 1030.6 MPa. From analysis of rack and pinion steering gear pair, strain
results for steel were 0.0046, aluminum alloy was 0.014 and gray cast iron was 0.0097. In structural analysis, steel rack and pinion
steering gear pair is having least strain value. Hence steel rack and pinion steering gear pair was safe for design.
This research also analyzed the stress of the steering rack. By using Finite Element method, a stress analysis has been carried out.
Steering Rack Deflection and Bending stresses are found. These stresses are compared with analytical results. Modeling has been done
by SolidWorks and Analysis has been done by ANSYS software. From analysis of rack, the von-Mises stress was 108.53MPa and a
deformation result was 0.849mm. From analytical result, the von-Mises stress was 96.782MPa and a deformation result was 0.828mm.
Error Percent was 10.8% for von-Mises stress and 2.5% for deformation.
This research has been studied the stress and fatigue analysis for intermediate steering shafts. This research focused on the stress
analysis. It is caused by torsion. The models of intermediate steering shafts are also drawn by SolidWorks software. In the numerical
analysis, stress and fatigue analysis of intermediate steering shafts are considered base on ANSYS software. Fatigue analysis of
intermediate steering shaft is done to find the life of the intermediate steering shaft in cycles and determined the factor of safety of the
shaft. From analysis of intermediate shaft, the von-Mises stress was 41.099 MPa and a safety factor was 3.863. Maximum stress
occurs at the corner points of the circular hole. From analytical result, the von-Mises stress was 39.092MPa and a safety factor was
3.706. Error Percent was 4.8% for von-Mises stress and 4.1% for deformation.
ACKNOWLEDGMENT
The author wishes to express her deepest gratitude to her Excellency, Union Minister Dr. Myo Thein Gyi, Ministry of Education in
Myanmar.
The author is deeply gratitude to Dr. Sint Soe, Rector, Mandalay Technological University, for his kindness, help, permission,
guidance and advice of this paper.
The author would like to thank to Dr. Htay Htay Win, Professor, Head of Department of Mechanical Engineering, Mandalay
Technological University, for her valuable suggestion and giving useful comments.
The author owes a debt of gratitude to her supervisor, Dr. Myint Thein, Associate Professor of the Department of Mechanical
Engineering, Mandalay Technological University, for her enthusiastic instruction, invaluable help, and indispensable guidance in the
preparation of this paper.
Finally, the author wishes to express her heartfelt thanks to her family, especially her parents and all other persons for their supports
and encouragements to attain her destination without any trouble.
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[3] Duryodhan, N. S. et al,Life Determination by Fatigue Analysis and Modal of Intermediate Steering Shaft and Its Optimization, International Journal of Science
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AUTHORS
First Author – Thin Zar Thein Hlaing, Ph.D Student, Mandalay Technological University, thinzarzar88@gmail.com
Second Author – HtayHtay Win, Professor, Mandalay Technological University, htayhtayw@gmail.com
Third Author _ Myint Thein, Associate Professor, Mandalay Technological University, minmyintthein2008@gmail.com
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