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AGMA bending stress equation and its factors

Short answer

AGMA bending stress σ = Wt Ko Kv Ks Km Kb / (b m J). J replaces the Lewis factor, including root fillet stress concentration and load sharing. Ko covers overload shocks, Kv dynamic effects, Km misalignment. Safety factor n = St YN / (KT KR σ).

Explain the AGMA bending stress equation for spur gears. Describe the geometry factor J (including the effect of stress concentration at the tooth root), the dynamic factor Kv, overload factor Ko and load distribution factor Km, and explain how the factor of safety is obtained from the bending fatigue strength.

The AGMA method calculates the actual bending stress at the tooth root using the Lewis idea, but adds factors for the real operating conditions. In SI units, for spur gears,

σ=Wt Ko Kv Ks Km Kbb m J\sigma = \frac{W_t\, K_o\, K_v\, K_s\, K_m\, K_b}{b\, m\, J}

where WtW_t is the tangential load (N), bb the face width (mm), mm the module (mm) and JJ the geometry factor.

Geometry factor JJ

JJ replaces the Lewis form factor. It accounts for:

  • the shape of the tooth (number of teeth, pressure angle, addendum), as the Lewis factor does;
  • the stress concentration at the root fillet (KfK_f), because the fillet raises the local stress above the nominal beam stress;
  • the load sharing between teeth (for spur gears the critical load acts not at the tip but at the highest point of single-tooth contact, because the load is shared in the double-contact zone).

JJ is read from charts for the given numbers of teeth on the pinion and gear; it is lower for small pinions. Because the AGMA equation uses the module rather than the circular pitch, JJ is comparable to Y=πyY = \pi y in the Lewis form Wt=σbmYW_t = \sigma b m Y, not to yy itself. For a 20-tooth pinion, JJ is about 0.3 to 0.35, similar to πy≈0.34\pi y \approx 0.34: the root stress concentration lowers it, while the higher load position (load sharing) raises it.

Other factors

FactorNameWhat it covers
KoK_oOverload factorShocks from the driving and driven machines: uniform 1.0, moderate 1.25, heavy 1.75 or more
KvK_vDynamic factorTooth errors and vibration at speed; it falls with a higher quality number QvQ_v and rises with pitch line velocity
KsK_sSize factorLarger teeth are weaker per unit size; usually 1 for small gears
KmK_mLoad distribution factorMisalignment and face width effects; 1.3 to 1.6 for ordinary mountings
KbK_bRim thickness factor1 for solid gears; more if the rim is thin

Strength and factor of safety

The allowable bending stress depends on the material, heat treatment and hardness; for example, for Grade 1 through-hardened steel St=0.533 HB+88.3S_t = 0.533\,\text{HB} + 88.3 MPa. It is corrected for the required life and the operating conditions by the life factor YNY_N, temperature factor KTK_T and reliability factor KRK_R:

n=St YNKT KR σn = \frac{S_t\, Y_N}{K_T\, K_R\, \sigma}

YNY_N is about 1 at 10710^7 cycles and falls as the number of cycles increases (YN=1.3558 N−0.0178Y_N = 1.3558\,N^{-0.0178} for N>107N > 10^7). The safety factor nn must be above 1; values of 1.5 to 3 are commonly used.

✓ Answer checked by Claude Opus 5.5 (high effort)

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