AGMA 9009-d02
AGMA 9009-d02
AGMA 9009-d02
ABSTRACT
This standard presents the nomenclature common to flexible couplings as used in mechanical power transmis-
sion drives. It does not address nomenclature for flexible shafts, quill shafts, universal joints or devices which
exhibit slip such as clutches, fluid couplings, magnetic couplings or torque converters. The standard was pre-
pared to reduce the language barriers that arise between designers, manufacturers and users when attempting
to designate or describe various types of flexible couplings and their elements.
Published by
ISBN: 1--55589--796--7
ii
AMERICAN NATIONAL STANDARD ANSI/AGMA 9009--D02
Contents
Page
Foreword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
1 Scope . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2 Normative references . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
3 Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
4 Coupling definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
5 Bores in hubs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
6 Keys, keyways and keyseats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
7 Shaft relationships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
8 Coupling physical properties and other characteristics . . . . . . . . . . . . . . . . . . . . . 6
9 Terms used in coupling selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
10 System terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
11 General terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Figures
1 Shaft relationships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
2 Torsional stiffness . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
3 Damping coefficient . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
4 Example of pulsating torque . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
5 Example of reversing torque . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
6 Static unbalance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
7 Couple unbalance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
8 Dynamic unbalance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Tables
1 Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
iii
ANSI/AGMA 9009--D02 AMERICAN NATIONAL STANDARD
Foreword
[The foreword, footnotes and annexes, if any, in this document are provided for
informational purposes only and are not to be construed as a part of ANSI/AGMA Standard
9009--D02, Flexible Couplings -- Nomenclature for Flexible Couplings.]
This Standard was prepared to reduce the language barriers that arise between designers,
manufacturers, and users when attempting to designate or describe various types of flexible
couplings and their elements.
The first draft copy of AGMA 510.01 was prepared by the Flexible Coupling Nomenclature
Committee in October, 1963. It was accepted as an AGMA Standard on July 9, 1965.
AGMA 510.01 was editorially changed and approved as AGMA 510.02 in August 1969.
AGMA 510.03 was approved in October, 1983. The revised standard contained an
improved clarity in definitions, simplification of nomenclature, addition of coupling physical
property terms and units including SI Units, and introduction of an axial travel term for
couplings.
ANSI/AGMA 9009--D02 is a revision of AGMA 510.03, and was approved by the AGMA
membership in May 2001. It was approved as an American National Standard on June 27,
2002. This revision includes additional nomenclature from standards developed since the
previous revision.
Suggestions for improvement of this standard will be welcome. They should be sent to the
American Gear Manufacturers Association, 1500 King Street, Suite 201, Alexandria,
Virginia 22314.
iv
AMERICAN NATIONAL STANDARD ANSI/AGMA 9009--D02
ACTIVE MEMBERS
ASSOCIATE MEMBERS
v
ANSI/AGMA 9009--D02 AMERICAN NATIONAL STANDARD
vi
AMERICAN NATIONAL STANDARD ANSI/AGMA 9009--D02
Table 1 -- Symbols
Units Where first
Symbol Definition
SI (inch) used
AD Damping energy during one cycle N--m lb--in Eq 2
AE Elastic deformation energy N--m lb--in Eq 2
dT Rate of change in torque Nm lb--in Eq 1
dθ Rate of change in torsional deflection radians radians Eq 1
F Force N lb Eq 3
J Polar mass moment of inertia N--m--s 2 lb--in--s2 8.4
k Torsional stiffness Nm/radian lb--in/radian 8.5
M Mass kg slug 8.1
Ra Arithmetic average of surface finish mm min 11.5.1
Rq Root--mean--square of surface finish mm mm 11.5.2
r Distance m in Eq 3
T Torque Nm lb--in Eq 3
(continued)
1
ANSI/AGMA 9009--D02 AMERICAN NATIONAL STANDARD
Table 1 (concluded)
Where first
Symbol Definition Units
used
W Weight kg lbf 8.2
WR2 Coupling flywheel effect, also known as polar kg--m2 lb--in2 8.3
weight moment of inertia
ψ Damping coefficient -- -- -- -- 8.7.2
2
AMERICAN NATIONAL STANDARD ANSI/AGMA 9009--D02
accept both parallel and angular misalignment and 4.10 Diametral clearance (tip or root clearance)
some designs may accept axial displacement. The clearance between the piloting diameters of the
coupling’s external and internal teeth.
4.4 Double acting (double engagement)
4.11 Electrically insulated coupling
A coupling where the corrective movement for
misalignment takes place in two spaced planes Coupling designed to prevent the flow of electrical
normal to the shaft axis. Double acting metallic current from one shaft to the other through the
flexible element and mechanical flexible element coupling.
designs will accept parallel offset misalignment, 4.12 Limited--end--float coupling
angular misalignment and axial displacement.
Coupling designed to limit the movement of the shaft
Elastomeric flexible element and pin and bushing
ends with respect to each other where one shaft has
couplings may require additional centering devices
no thrust bearing for centering. A limited--end--float
to support long floating shaft arrangements.
design is commonly used in couplings for sleeve--
4.5 Half coupling bearing motors.
4.13 Coupling designs
Consists of all the components of the couplings
attached to, and supported from one shaft. It Coupling designs can either be standard, modified
includes an appropriate portion of the spacer standard or special.
assembly in the case of a double engagement 4.13.1 Standard couplings
coupling, or of the flexing element of a single Flexible couplings that are pre--engineered and
engagement coupling. consistent with the individual manufacturer’s pub-
lished catalogue data. This data may include
4.6 Backlash
physical dimensions, ambient conditions, selection
The circumferential clearance in the flexible ele- criteria, maintenance requirements and perfor-
ment. In some couplings, it provides misalignment mance data such as load, speed, misalignment, and
capability and ease of assembly. axial travel.
4.13.2 Modified standard couplings
4.7 Batch--lube coupling
Flexible couplings that have one or more of the
A coupling that is designed to be lubricated by a components modified by the manufacturer for a
periodically changed charge of grease or oil. particular application.
4.8 Continuous--lube coupling 4.13.3 Special couplings
Flexible couplings that are designed and
A coupling that is designed to be lubricated by a
manufactured for specific applications.
continuous external supply of oil directed through the
gear mesh. 4.14 Types of flexible couplings
The pilot between the internal teeth (sleeve) and the 4.14.3 Shear elastomeric coupling
external teeth of gear couplings. This diameter could A coupling which transmits torque between the two
be the major (outside) diameter or minor (root) hubs of the coupling by an elastomeric flexible
diameter of the external gear teeth. element which is placed into shear.
3
ANSI/AGMA 9009--D02 AMERICAN NATIONAL STANDARD
A coupling consisting of one or more flexible A sliding block coupling consists of two jawed
elements that are attached to the outside diameter of (slotted) hubs engaged with a mating center
one flange, and transfer torque through the dia- member. Sliding block is the preferred term for
phragm to its inside diameter attachment (a spacer Oldham.
or another flange). 4.14.13 Spring coupling
4.14.5 Disc coupling Provides the flexible link between two hubs, one
attached at either end of the spring.
Consists of one or more flexible elements that are
4.14.14 Bellows coupling
alternately attached with bolts to the opposite
flanges, and transfers torque through the element A thin cylindrical metal bellows with hubs attached at
tangentially through the bolts. either end. Bellows can be single or multiple
thickness. Hubs can be permanently attached or
4.14.6 Gear coupling clamped to the bellows.
A gear coupling consists of hubs with external gear 4.14.15 Beam coupling
teeth, which mesh with internal gear teeth on the A single or multiple helix cut in a hollow bar forms a
sleeve or sleeves. Gear couplings transmit torque curved beam that becomes the flexing element.
and accommodate angular misalignment, parallel Hubs are integral or attached to the flexible section.
offset (double engagement), and axial displacement
4.14.16 Composite coupling
by relative rocking and sliding motion between
mating, profiled gear teeth. Can be any of the prior types made from composite
materials.
4.14.7 Marine style coupling
4.15 Coupling components
A coupling which has the flexible elements on the 4.15.1 Hub
removable center section.
The coupling component which is machined for
4.14.7.1 Marine style gear coupling mounting on a shaft.
A gear coupling which has the external gear teeth on 4.15.1.1 Gear hub (flex hub)
the spacer and the internal teeth in the sleeves. A gear coupling component with external teeth.
4
AMERICAN NATIONAL STANDARD ANSI/AGMA 9009--D02
The part of a coupling which provides flexibility (see The largest bore for a specified hub diameter,
4.2.1). consistent with the torque rating and keyway depth
(if any) of the coupling.
4.15.6 Adapter plate
5.1.3 Solid hub
An adapter plate, also known as a solo plate, is an A solid hub has no bore.
auxiliary device required to rigidly hold in alignment
5.1.4 Straight (finished) bore
the flexible element of the coupling to allow solo
operation of the driver without the necessity of A concentric axial cylindrical hole manufactured to
dismounting the coupling hub. dimensional tolerances and surface finish
appropriate for mounting.
4.15.7 Moment simulator
5.1.5 Tapered bore
An auxiliary device required to simulate the moment
A concentric axial conical hole manufactured to
of the coupling portion that is mounted to the driving
dimensional tolerances and surface finish
machine. A moment simulator may also be designed
appropriate for mounting.
to serve as an adapter plate.
5.1.6 Rough bore
4.15.8 Hardware
A centrally located axial hole produced with dimen-
The nuts, bolts, washers, etc., which are used to sions and tolerances in accordance with the practice
attach the various coupling components together. of each manufacturer, and is not appropriate for
mounting or indicating during rebore.
4.15.8.1 Body bound bolts (body fitted)
5.1.7 Mandrel bore
The coupling bolts used to connect joints that
A finished concentric axial hole produced without
transmit torque. Body bound bolts have a slight
keyway, with dimensions and tolerances in
clearance fit to the flange bolt hole and no threads in
accordance with the practice of each manufacturer,
the shear plane. These bolts may be used for
and is used during manufacture or to customer
piloting coupling components.
specifications for indicating during rebore.
4.15.9 Pilots (rabbets/spigots/registers) 5.1.8 AGMA standard bore
A surface that positions a coupling component, A finished hole produced with dimensions and
subassembly or assembly. tolerances as established by ANSI/AGMA
9002--A86.
4.16 Gap
5.1.9 Non--standard bore
The axial distance between two faces that properly
A finished hole produced to dimensions and toler-
locates the coupling assembly and may be used
ances specified by the customer or the manufacturer
during the alignment procedure.
which does not comply with ANSI/AGMA 9002--A86.
5.1.10 Spline bore
A series of axial parallel slots formed internally in the
5 Bores in hubs bore and mating with corresponding grooves cut in a
shaft. The most common splines conform to
5.1 Hub bore standards published by organizations such as SAE,
ISO and DIN. The splines can be in the form of
Bores are cylindrical or conical holes in hubs of involutes or straight parallel sides.
couplings with axes coincident with the rotational
5.2 Hub--to--shaft fits
axis of the coupling.
5.2.1 Clearance fit
5.1.1 Nominal bore
ANSI/AGMA 9002--A86 designates a condition
A commonly used term to identify the basic bore size where the hub bore diameter is equal to (depending
without tolerance. on size) or larger than the shaft diameter.
5
ANSI/AGMA 9009--D02 AMERICAN NATIONAL STANDARD
The axial groove in the hub that holds the key in the
proper location.
8 Coupling physical properties and other
6.3 Keyseat characteristics
The axial groove in the shaft that holds the key in the
proper location. 8.1 Mass, M
6
AMERICAN NATIONAL STANDARD ANSI/AGMA 9009--D02
Alignment
Axial displacement
Parallel offset
misalignment
Angular misalignment
k = dT (1)
dθ
where dT
k is torsional stiffness, Nm/radian
(lb--in/radian); θ
dθ
dT is the rate of change in torque, Nm (lb--in);
dθ is the rate of change in torsional deflection,
radians. Figure 2 -- Torsional stiffness
7
ANSI/AGMA 9009--D02 AMERICAN NATIONAL STANDARD
8
AMERICAN NATIONAL STANDARD ANSI/AGMA 9009--D02
component. 0
Time
9.2.3 Transient misalignment limit
9
ANSI/AGMA 9009--D02 AMERICAN NATIONAL STANDARD
The transient torque divided by normal operating 9.9 Transmitted axial force
torque. This is normally used in coupling selections The axial force transmitted through the coupling
for rolling mill applications. from one shaft to the other, and is a function of the
resistance to deflection of the flexible element or the
9.3.2.2 Short circuit torque
sliding friction of the gear teeth.
An estimated torque value supplied by the electrical
9.10 Speed considerations
machinery manufacturer.
Manufacturers rate their couplings for speed based
9.4 Low cycle fatigue
on a variety of factors. These include design,
The region of the S--N (stress vs. cycles) curve materials, and manufacturing procedures. Coupling
characterized by high overstress (exceeding the selection considers various operating speed and
yield limit) where life is usually below 103 cycles for application requirements.
steel. It is in the plastic range, and is a function of The rotating speed of the coupling is usually
plastic strain rather than stress. expressed in revolutions per minute (rpm).
9.5 High cycle fatigue 9.10.1 Rated speed
The region of the S--N (stress vs. cycles) curve The maximum speed at which the coupling is
characterized by low overstress (exceeding the capable of transmitting the coupling continuous
fatigue limit) where life is usually above 103 cycles for rated torque while simultaneously subjected to the
steel. rated misalignment and the coupling rated axial
displacement.
9.6 Factor of safety (FS)
9.10.2 Maximum operating speed
The ratio of the appropriate material strength divided
by the calculated stress and is used in the design of The highest speed required by the application.
the coupling. Maximum operating speed shall not exceed the
coupling rated speed.
9.7 Service factors, application factors and
experience factors (SF) 9.10.3 Trip speed
Service factors, application factors or experience The rotational speed of the coupling corresponding
factors (SF) are based on the application and are to the speed at which the independent emergency
applied to the customer specified or normal operat- overspeed device operates to shut down a variable
ing torque. This factor is used in the selection of speed prime mover. Trip speed shall not exceed the
couplings and takes into account the prime mover coupling rated speed.
and the driven equipment. This factor accounts for 9.11 Balance considerations
actual operating conditions or for the unusual
A coupling or coupling component is in balance if all
conditions that occur repetitively.
its weight is centered on its axis of rotation. The
9.8 Allowable temperature unbalance is a measure of how far they are from this
perfect condition. Most standard couplings are
9.8.1 Maximum allowable temperature
supplied without balance correction. High speed
The highest temperature for which the manufacturer and/or special purpose couplings are normally
has designed the coupling. This temperature may provided with balance correction.
10
AMERICAN NATIONAL STANDARD ANSI/AGMA 9009--D02
Static unbalance
Dynamic
Principal axis unbalance
of inertia
11
ANSI/AGMA 9009--D02 AMERICAN NATIONAL STANDARD
9.11.11 Unbalance expression terms (of work) per minute, or 746 Newton meters (of work)
per second.
Unbalance is expressed in terms of principal inertia
axis displacement or the amount of unbalance. 10.2.2 Kilowatts
9.11.11.1 Principal inertia axis displacement The unit of power that has been adopted for
engineering work in the metric system. One kW is
The displacement, measured in mils, microinches equal to 60 000 Newton meters (of work) per minute,
(min), microns or micrometers (mm), of the principal or 1000 Newton meters per second, 44 254 foot
inertia axis with respect to the axis of rotation at the pounds (of work) per minute, or 738 foot pounds (of
balancing plane. work) per second.
9.11.11.2 Amount of unbalance 10.3 Natural frequency
The product of the unbalance mass and the distance The natural frequency of a system is that frequency
of its center of gravity from the axis of rotation. It is where any change in frequency results in a reduction
normally measured in ounce--inches (oz in), gram-- in the displacement.
inches (g in) or gram--millimeters (g mm).
10.4 Resonance
9.12 Balance correction methods
A system vibration, at a frequency, where the
9.12.1 Single plane amplitude, velocity and acceleration are at maxi-
mum. It occurs when a periodic driving force is at a
Method for correcting static unbalance.
driving frequency which equals the natural
9.12.2 Two plane undamped frequency of the system.
Method for correcting couple or dynamic unbalance. 10.5 Critical speed (of a rotating mechanical
system)
The speed at which the excitation frequency
10 System terms matches one of the natural frequencies of the
rotating component(s).
10.1 Torque 10.6 Lateral critical speed
The moment resulting from a force acting in a plane A critical speed where the coupling vibrates
perpendicular to an axis. Torque is obtained by perpendicular to the axis of rotation.
multiplying the force by the perpendicular distance
from the axis to the line of action to the force. Torque 10.7 Torsional natural frequency
is commonly expressed in Newton meters, pound The frequency where the kinetic energy of the
feet or pound inches. rotating mass inertia is equal to the potential energy
T=F×r (3) of the connecting shaft and couplings acting as
torsional springs.
where
10.7.1 Torsional critical speed
T is torque, Nm (lb--in);
The speed at which the torsional excitation frequen-
F is force, N (lb);
cy matches the torsional natural frequency of the
r is distance, m (in). rotating components. Torsional critical speed is a
10.2 Power critical speed of a whole system rather than a
coupling alone.
Power is work per unit time usually expressed as
10.8 Torsional vibration
kilowatts or horsepower.
The periodic angular oscillation in a rotational
10.2.1 Horsepower
system. Causes of torsional vibration are typically
The unit of power that has been adopted for gas pressure in internal combustion engines creat-
engineering work in the English system. One HP is ing peak torques, blade passing frequencies found in
equal to 33 000 foot pounds (of work) per minute, or pumps and fans, inertial unbalance or irregular
550 foot pounds per second, 44 746 Newton meters torque requirements of rotating equipment.
12
AMERICAN NATIONAL STANDARD ANSI/AGMA 9009--D02
13
ANSI/AGMA 9009--D02 AMERICAN NATIONAL STANDARD
14
AMERICAN NATIONAL STANDARD ANSI/AGMA 9009--D02
Body bound bolts (body fitted), 4.15.8.1, pg. 5 Double acting (double engagement), 4.4, pg. 3
Dynamic unbalance, 9.11.9, pg. 11
Bores in hubs, Clause 5, pg. 5
C E
Elastomeric flexible element, 4.2.1.3, pg. 2
Chain coupling, 4.14.1, pg. 3
Electrically insulated coupling, 4.11, pg. 3
Clearance fit, 5.2.1, pg. 5
Exceptions, 1.2, pg. 1
Component balance, 9.11.1, pg. 11
Composite coupling, 4.14.16, pg. 4
Compression elastomeric coupling, 4.14.2, pg. 3 F
Constant torque, 9.3.1.1, pg. 9 Factor of safety (FS), 9.6, pg. 10
Continuous torque rating, 9.1.2, pg. 9 Flexible coupling, 4.2, pg. 2
Continuous--lube coupling, 4.8, pg. 3 Flexible element, 4.15.5, pg. 5, 4.2.1, pg. 2
Couple unbalance, 9.11.8, pg. 11 Flexible hub, 4.15.1.3, pg. 4
15
ANSI/AGMA 9009--D02 AMERICAN NATIONAL STANDARD
P
L Parallel offset misalignment, 7.2.1, pg. 6
Lateral critical speed, 10.6, pg. 12 Peak torque rating, 9.1.3, pg. 9
Limited--end--float coupling, 4.12, pg. 3 Pilots (rabbets/spigots/registers), 4.15.9, pg. 5
Low cycle fatigue, 9.4, pg. 10 Pin and bushing coupling, 4.14.11, pg. 4
16
AMERICAN NATIONAL STANDARD ANSI/AGMA 9009--D02
Polar mass moment of inertia, J, 8.4, pg. 6 Speed considerations, 9.10, pg. 10
Potential unbalance, 9.11.3, pg. 11 Spline bore, 5.1.10, pg. 5
Power, 10.2, pg. 12 Spring coupling, 4.14.13, pg. 4
Principal inertia axis displacement, 9.11.11.1, Standard couplings, 4.13.1, pg. 3
pg. 12 Standard keyways, 6.4, pg. 6
Pulsating (one--way) torque, 9.3.1.2.1, pg. 9 Static unbalance, 9.11.7, pg. 11
Straight (finished) bore, 5.1.4, pg. 5
R Surface finish, 11.5, pg. 13
Symbols, Clause 3, pg. 1, Table 1, pg. 1
Ra (arithmetic average), 11.5.1, pg. 13
System terms, Clause 10, pg. 12
Radial stiffness, 8.10, pg. 8
Rated speed, 9.10.1, pg. 10
Reduced moment coupling, 4.14.8, pg. 4 T
Residual unbalance, 9.11.4, pg. 11 Tapered bore, 5.1.5, pg. 5
Resonance, 10.4, pg. 12 Terms used in coupling selection, Clause 9, pg. 8
Reversing (alternating) torque, 9.3.1.2.2, pg. 9 Torque, 10.1, pg. 12
Rigid coupling, 4.1, pg. 2 Torque amplification factor (TAF), 9.3.2.1, pg. 10
Rigid hub , 4.15.1.2, pg. 4 Torque rating terms, 9.1, pg. 8
rms (root--mean--square), 11.5.2, pg. 13 Torsional critical speed, 10.7.1, pg. 12
Rough bore, 5.1.6, pg. 5 Torsional natural frequency, 10.7, pg. 12
Rss (root sum of square), 9.11.10, pg. 11 Torsional stiffness, k, 8.5, pg. 7
Torsional tuning, 10.10, pg. 13
17
PUBLISHED BY
AMERICAN GEAR MANUFACTURERS ASSOCIATION
1500 KING STREET, ALEXANDRIA, VIRGINIA 22314