Bevel gearboxes are crucial components in various industrial applications, providing efficient power transmission and speed reduction. One of the key factors that can significantly affect the performance and lifespan of a bevel gearbox is the backlash. Backlash refers to the amount of clearance or play between the mating teeth of two gears. While a certain amount of backlash is necessary to prevent binding and allow for lubrication, excessive backlash can lead to noise, vibration, reduced efficiency, and premature wear. As a leading bevel gearbox supplier, we understand the importance of proper backlash adjustment and are here to guide you through the process.
Understanding Backlash in Bevel Gearboxes
Before diving into the adjustment process, it's essential to understand why backlash exists and how it impacts the performance of a bevel gearbox. Backlash is primarily caused by manufacturing tolerances, thermal expansion, and wear over time. In a bevel gearbox, the gears are designed to mesh at specific angles, and any deviation from these angles can result in uneven tooth contact and increased backlash.
Excessive backlash can cause several problems, including:
- Noise and Vibration: When the gears mesh with too much clearance, they can produce a rattling or knocking noise, especially under load. This noise can be a sign of impending gear failure and can also be a nuisance in a workplace environment.
- Reduced Efficiency: Backlash can cause the gears to slip slightly, resulting in a loss of power transmission efficiency. This can lead to increased energy consumption and reduced overall performance of the equipment.
- Premature Wear: The constant impact and sliding between the teeth due to excessive backlash can cause premature wear on the gear surfaces. This can lead to pitting, scoring, and eventually, gear failure.
On the other hand, insufficient backlash can also be problematic. It can cause the gears to bind, resulting in increased friction, heat generation, and potential damage to the gearbox. Therefore, it's crucial to find the right balance and adjust the backlash to the manufacturer's specifications.
Tools and Equipment Needed
Before you begin adjusting the backlash of a bevel gearbox, you'll need to gather the following tools and equipment:
- Dial Indicator: A dial indicator is used to measure the amount of backlash between the gears accurately. It typically consists of a probe that contacts the gear tooth and a dial that displays the measurement.
- Feeler Gauges: Feeler gauges are thin strips of metal of various thicknesses used to measure small clearances between two surfaces. They can be used to check the clearance between the gears and the housing.
- Wrenches and Socket Set: You'll need a set of wrenches and sockets to loosen and tighten the bolts and nuts on the gearbox.
- Shims: Shims are thin metal or plastic plates used to adjust the position of the gears within the gearbox. They come in various thicknesses and can be used to fine-tune the backlash.
- Lubricant: It's essential to have the appropriate lubricant on hand to lubricate the gears after the adjustment process.
Step-by-Step Guide to Adjusting Backlash
The following is a step-by-step guide to adjusting the backlash of a bevel gearbox:
Step 1: Prepare the Gearbox
- Disconnect the Power: Before working on the gearbox, make sure to disconnect the power source to prevent any accidental startup.
- Remove the Covers: Use a wrench or socket set to remove the covers from the gearbox. This will give you access to the gears and the adjustment mechanisms.
- Clean the Gearbox: Use a clean cloth or brush to remove any dirt, debris, or old lubricant from the gearbox. This will help you get a clear view of the gears and the adjustment points.
Step 2: Measure the Existing Backlash
- Install the Dial Indicator: Mount the dial indicator on the gearbox housing so that the probe contacts the tooth of one of the gears. Make sure the indicator is perpendicular to the tooth surface.
- Rotate the Gear: Slowly rotate the gear by hand in one direction until the teeth are fully engaged. Then, rotate the gear in the opposite direction until the teeth just start to disengage. The difference in the dial indicator reading between these two positions is the backlash.
- Take Multiple Readings: To ensure accuracy, take multiple readings at different points around the gear circumference. Average the readings to get an accurate measurement of the existing backlash.
Step 3: Determine the Adjustment Method
There are several methods for adjusting the backlash in a bevel gearbox, depending on the design and construction of the gearbox. The most common methods include:
- Shimming: Shimming involves adding or removing shims between the gear and the housing to adjust the position of the gear. This method is often used in gearboxes with a fixed center distance.
- Axial Adjustment: Axial adjustment involves moving the gear axially along its shaft to change the position of the gear relative to its mating gear. This method is often used in gearboxes with a floating gear design.
- Bearing Preload Adjustment: Bearing preload adjustment involves adjusting the preload on the bearings to change the position of the gear within the gearbox. This method is often used in gearboxes with tapered roller bearings.
Step 4: Make the Adjustment
- Shimming: If you're using the shimming method, start by removing the gear from the gearbox. Measure the thickness of the existing shims and determine the amount of shim thickness you need to add or remove to achieve the desired backlash. Install the appropriate shims between the gear and the housing and reinstall the gear.
- Axial Adjustment: If you're using the axial adjustment method, loosen the locking nut on the gear shaft and use a wrench to move the gear axially along the shaft. Use the dial indicator to monitor the backlash as you make the adjustment. Once you've achieved the desired backlash, tighten the locking nut.
- Bearing Preload Adjustment: If you're using the bearing preload adjustment method, loosen the bearing adjustment nut or lock ring and use a wrench to adjust the preload on the bearings. Use the dial indicator to monitor the backlash as you make the adjustment. Once you've achieved the desired backlash, tighten the bearing adjustment nut or lock ring.
Step 5: Recheck the Backlash
- Rotate the Gear: After making the adjustment, rotate the gear by hand again and recheck the backlash using the dial indicator. Make sure the backlash is within the manufacturer's specifications.
- Make Fine Adjustments: If the backlash is still not within the desired range, make fine adjustments by adding or removing shims, adjusting the axial position of the gear, or adjusting the bearing preload.
Step 6: Reassemble the Gearbox
- Lubricate the Gears: Apply a thin layer of lubricant to the gears to ensure smooth operation.
- Install the Covers: Reinstall the covers on the gearbox and tighten the bolts and nuts securely.
- Reconnect the Power: Once the gearbox is reassembled, reconnect the power source and test the gearbox to ensure it's operating properly.
Tips and Best Practices
- Follow the Manufacturer's Instructions: Always refer to the manufacturer's instructions and specifications when adjusting the backlash of a bevel gearbox. Different gearboxes may have different adjustment methods and tolerances, so it's essential to follow the recommended procedures.
- Use the Right Tools: Make sure you have the right tools and equipment for the job. Using the wrong tools can damage the gearbox and lead to inaccurate adjustments.
- Take Your Time: Adjusting the backlash of a bevel gearbox is a precise process that requires patience and attention to detail. Take your time and make small adjustments gradually to ensure you achieve the desired results.
- Document the Adjustment: Keep a record of the existing backlash, the adjustment method used, and the final backlash measurement. This documentation can be useful for future reference and maintenance.
Conclusion
Adjusting the backlash of a bevel gearbox is an important maintenance task that can significantly improve the performance and lifespan of the gearbox. By following the steps outlined in this guide and using the right tools and techniques, you can ensure that your bevel gearbox is operating at its optimal level.
As a leading bevel gearbox supplier, we offer a wide range of high-quality bevel gearboxes, including the DBY Two-stage Gear Reducer Box and the DCY Three-stage Gear Reducer Box. Our gearboxes are designed and manufactured to the highest standards, ensuring reliable performance and long service life.
If you have any questions or need further assistance with adjusting the backlash of your bevel gearbox or are interested in purchasing a new gearbox, please don't hesitate to contact us. Our team of experts is always ready to help you find the right solution for your application.


References
- "Gear Handbook," by Darle W. Dudley
- "Mechanical Design Handbook," by Myer Kutz
- Manufacturer's manuals and technical specifications for bevel gearboxes
