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What Are Internal Gears?

Published in Gear Components 5 mins read

An internal gear is a unique type of gear characterized by its teeth being cut into the internal surface of a cylindrical ring, rather than on the outside. This distinct configuration allows it to mesh with an external gear (often referred to as a pinion) from the inside, providing a compact and efficient method for power transmission in various mechanical systems.


Understanding the Basics of Internal Gears

Unlike the more common external gears, which have teeth on their outer perimeter and transmit power by meshing with other external gears in an opposing rotational direction, internal gears offer a different kinematic arrangement. When an internal gear meshes with an external pinion, both gears rotate in the same direction. This characteristic, combined with their enclosed design, makes them particularly useful in applications where space is at a premium or specific rotational dynamics are required.

Key Characteristics

Internal gears possess several defining features that set them apart:

  • Teeth Location: The most obvious characteristic is that their teeth are located on the inner circumference of a hollow cylinder or ring.
  • Meshing Partner: They primarily mesh with smaller, external spur gears, which act as pinions.
  • Rotational Direction: When an internal gear meshes with an external pinion, both rotate in the same direction.
  • Compactness: Their design naturally encloses the meshing pinion, leading to more compact gear train layouts.
  • Higher Contact Ratio: They often have a greater number of teeth in contact simultaneously compared to external gear pairs, contributing to smoother operation and higher torque capacity.

How Internal Gears Work

When an external pinion rotates within an internal gear, its teeth engage with the internal teeth of the larger ring. This engagement transfers power and motion. Because the meshing action occurs on the inside, the center distance between the gears is the difference between their pitch radii, rather than the sum, as is the case with two external gears. This concentric arrangement is fundamental to their use in systems like planetary gearboxes.

Manufacturing Internal Gears

The production of internal gears presents unique challenges compared to standard external gears due to their geometry. The method used must be able to reach and accurately form the teeth on the inside surface of the ring.

  • Specialized Machinery: The usual hobbing machine, which is widely used for producing external spur gears, cannot be used for internal gears because of their shape and the restricted access to the internal surface.
  • Gear Shaper: Generally, internal gears are made using a gear shaper (or gear shaping machine). This machine is equipped with a pinion cutter, which is essentially a gear-shaped tool that reciprocates (moves back and forth) while rotating, progressively cutting the teeth into the internal surface of the workpiece.
  • Other Methods: Other specialized manufacturing processes can include broaching (for high-volume production of specific profiles), or sometimes milling with a small-diameter cutter, though shaping is the most common and versatile method for internal gear production.

Advantages of Internal Gears

Internal gears offer several significant benefits in mechanical design:

  • Space Efficiency: They allow for highly compact gear train designs, making them ideal for applications with limited space.
  • High Torque Capacity: Due to their higher contact ratio and often larger tooth engagement area, they can transmit more torque for a given size.
  • Smooth Operation: More teeth in mesh at once lead to reduced vibration and quieter operation.
  • Improved Efficiency: Less sliding friction between teeth, resulting in better efficiency and reduced heat generation.
  • Unique Kinematics: Essential for creating specific gear ratios and rotational directions, especially in planetary gear systems.

Common Applications

Internal gears are integral components in various industries and machinery:

  • Planetary (Epicyclic) Gear Systems: This is perhaps their most prevalent application. The internal gear, often called the ring gear, forms the outer stationary or rotating member in planetary gear trains, which are found in:
    • Automatic Transmissions: In automobiles, for smooth gear changes.
    • Heavy Equipment: Such as construction machinery, excavators, and agricultural vehicles.
    • Wind Turbines: In the gearbox connecting the rotor to the generator.
    • Electric Drills and Power Tools: For compact speed reduction.
  • Gear Couplings: Used to connect two shafts, internal gears can provide flexibility and accommodate slight misalignment.
  • Compact Reduction Units: Where a large gear ratio is needed in a confined space.
  • Cycloidal Drives: Some variations incorporate internal gears for high reduction ratios.

Internal vs. External Gears: A Comparison

Understanding the differences between internal and external gears is crucial for selecting the right component for a specific mechanical design.

Feature Internal Gear External Gear
Tooth Location Inner circumference of a ring/cylinder Outer circumference of a cylinder
Meshing Partner Typically an external pinion Other external gears (or internal gears)
Rotation (Pair) Same direction as mating external pinion Opposite direction to mating external gear
Space Efficiency Highly compact; encloses the pinion Generally requires more linear space
Manufacturing Gear shaping (pinion cutter), broaching, milling Hobbing, milling, shaping
Applications Planetary gearboxes, compact drives, gear couplings General power transmission, open gear trains
Contact Ratio Often higher Can be lower, depends on design