Helical Gear Design
Exact external helical-gear geometry from the normal module or normal diametral pitch and the helix angle. Enter a measurement over balls (helicals measure over balls, not pins) and the sheet back-solves the true profile shift and redraws the as-built tooth — then export a true twisted STEP AP203 solid, the transverse DXF, or an STL.
Updated: 7/4/2026
The live solid — drag to orbit. Every number, the exact profile and the exports follow below.
| Normal diametral pitch Pnd | 8.0000 1/in |
| Teeth z · normal pressure angle αn | 24 · 20.00° |
| Helix angle β · hand at the pitch cylinder | 15.000° · right hand |
| Base helix angle βb tan βb = tan β · cos αt | 14.076° |
| Transverse DP · pressure angle αt the plane the profile below lives in | 7.7274 1/in · 20.647° |
| Profile shift xn | 0.0000 |
| Pitch diameter d z·mn/cos β | 3.10583 in |
| Base diameter db | 2.90635 in |
| Tip (outside) diameter da | 3.35583 in |
| Root diameter df | 2.79333 in |
| Form diameter (true SAP / TIF) fillet → involute hand-off | 2.93727 in |
| Lead L one full wrap of the helix | 36.41455 in |
| Axial pitch px | 1.51727 in |
| Normal base pitch pbn base-pitch checker reading | 0.36902 in |
| Transverse circular / base pitch | 0.40655 in / 0.38044 in |
| Virtual (equivalent) teeth zv z / (cos²βb · cos β) | 26.41 |
| Overlap ratio εβ b · sin β / (π·mn) | 1.153 |
| Tooth thickness sn @ pitch normal plane · transverse st = 0.20328 in | 0.19635 in |
| Chordal thickness s̄ caliper in the normal plane (virtual gear) | 0.19623 in |
| Chordal addendum h̄a caliper depth, set from the OD | 0.12792 in |
| Tip thickness sa (transverse) | 0.09455 in |
| Span over 4 teeth W base tangent, normal plane | 1.33794 in |
| Roll angles form / pitch / tip transverse involute-checker settings | 8.38° / 21.59° / 33.07° |
Scroll to zoom, drag to pan. Transverse section (the plane ⊥ the axis) — 24 exact teeth of the mt = 0.12941 in transverse involute, true generated trochoid root fillets, sampled at 0.01 thou·10⁻³ chordal tolerance — 10,032 points. The helix twists this section along the axis; the table above carries the normal-plane numbers.
Watertight twisted solid (right-hand helix, lead 36.41 in): 406,464 triangles, 203,232 welded vertices · volume 12.348 in³ · drag to orbit. The STL button exports exactly this mesh.
I · Two planes, one tooth. A helical tooth is a spur tooth in the plane perpendicular to itself (the normal plane — where the hob, the caliper and the ball live) wound onto a helix of angle β at the pitch cylinder. The plane of rotation (transverse) sees everything stretched by the wrap: mt = mn/cos β, tan αt = tan αn/cos β, d = z·mn/cos β, while radial heights keep NORMAL proportions (addendum mn(ha*+xn)) — the same hob cuts every helix. The shift and thinning map as xt = xncos β and Δst = Δsn/cos β. On the base cylinder the helix flattens to tan βb = tan β·cos αt — the angle that runs the metrology below. The lead is L = πd/tan β; one axial pitch is px = π·mn/sin β.
II · The section is the spur machinery, exactly. In the transverse plane the flank is the true involute of db = d·cos αt and the root fillet is the generated trochoid of the hob corner — the identical closed forms (and the identical certification) as the spur sheet, run at (mt, αt, xt). One classic consequence falls straight out: the undercut limit zmin = 2(hf,t* − xt − ρt*(1 − sin αt))/sin²αt improves with helix (αt grows, the coefficients shrink by cos β) — a 12-tooth pinion that undercuts as a spur cuts clean at β = 30°. The virtual spur gear seen in the normal plane has zv = z/(cos²βb·cos β) teeth of module mn — the sheet uses it for the chordal caliper pair, and it is why helicals also run like bigger gears than they count.
III · Balls, not pins. A cylindrical pin in a helical space lies along the helix and touches off-plane; the standard practice is a ball, which contacts both flanks in one transverse section. On the base-tangent plane the flank unrolls to a straight line inclined at βb, and the ball center clears each flank by half the ball measured in that plane — which inserts the base helix into the spur closure in two places: inv φM = st/d + inv αt + dball/(db·cos βb) − π/z, center at rM = rb/cos φM, and M = 2rM + dball (even z; odd z gets the cos(90°/z) correction). The engine does not take that on faith: the test suite builds the exact involute helicoid surface point-by-point and finds the true 3-D tangency of the ball by brute force — the closed form matches to microns on even and odd counts, shifted and thinned. Run backwards, a measured M recovers xn (or Δsn) exactly as on the spur sheet.
IV · The span lives in the normal plane. A disc-anvil micrometer spans k teeth square to the flanks: Wk = mncos αn·(π(k − ½) + z·inv αt) + 2xnmnsin αn — normal quantities outside, the transverse involute function inside. Two reality checks gate it: the contact diameter dMk = √(db² + (Wk/cos βb)²) must land between form and tip circles, and — special to helicals — the base-tangent plane crosses the face at βb, so the measurement needs face width b ≥ Wk·sin βb. A narrow face fails that floor and the sheet says so (use the balls instead).
III·b — Thinning is a deeper cut. A gear cut thin for backlash is not a different curve: feeding the hob deeper by e reduces the normal thickness by 2e·tan αn, drops the root by e, and shifts the trochoid — exactly the geometry of generating at xn,gen = xn + Δsn/(2mntan αn) for the flank, root, fillet and every measurement, while the tip circle keeps the design xn (the blank was turned before hobbing). That is also why a print's OD and root Ø are honored verbatim when you type them: the OD is a lathe dimension, and the root tells you how deep the cutter really went (the sheet back-derives the effective cutter dedendum from it).
V · The solid and the STEP helicoid — certified. The 3-D solid is the certified transverse section swept along the helix: each slice is the exact section rotated by (twist/width)·z — no re-approximation — with slice count set by your chord tolerance, and the mesh verified watertight (every directed edge used exactly twice) with volume matching the cap-area × width identity (Cavalieri — a twist does not change volume). The STEP flanks are tensor-product B-spline surfaces built the same way: the u-direction carries the certified 2-D profile spline, the v-direction interpolates each control point's own helix track with exact helix end-tangents, so every constant-v section of the surface is the bottom section rotated and lifted — a property the test suite re-audits by parsing the emitted file and evaluating the surfaces against R(θv)·S(u,0) + Wv·ẑ. Tip lands live on one true CYLINDRICAL_SURFACE; the boundary columns of each flank double as the wall edge curves, so the shell is watertight by construction. All geometry is closed-form double precision underneath, inheriting the spur engine's three-way certification (textbook formulas, the taut-string involute property, and an independent re-derivation of every emitted point).
Method note — exact-tangent helicoid fitting, and what it is worth
STEP has no native "involute helicoid" surface, so every helical-gear exporter — this one included — must represent the flank as a NURBS surface. The standard construction interpolates a handful of cross-sections along the twist with cubic splines. It has a quiet failure mode that this sheet measures, fixes, and proves fixed on every build — the walk-through and the numbers follow.
1 · The construction. Each flank is a tensor-product B-spline: the u-direction carries the certified transverse profile spline (the same one the 2-D view certifies against the true involute and trochoid); the v-direction interpolates each profile control point's own helix track through Nv+1 sections, all tracks sharing one parameterization so the tensor product is legal and the boundary columns double as the wall edge curves (watertight by construction). Because rotation is linear, the surface then agrees with the rotated section exactly at every interpolated station — whatever error remains lives between stations, in the v-splines.
2 · The shortcut and its cost. A clamped cubic interpolant needs end derivatives, and the common shortcut is the chord slope between the first two (last two) points. For a circular helix that direction is off by half an angular step Δθ/2, and the biased clamp drags the first and last spans inward — a sag that measures ≈ R·Θ·Δθ/48 (R = radius, Θ = total twist), only second order in the section count. At the section counts a tolerance-driven exporter actually picks (4–5 across the twist), that is 6.8 to 194 µm on realistic gears — 21× to 342× past this sheet's own certification tolerance. In shop terms: a quarter-thou to eight thou of false lead, concentrated near the two faces — the size of a deliberate lead crown, or a whole lead-tolerance band, baked silently into the CAD. A CAM or CMM programmer consuming that file would chase a phantom lead error the hob never cut.
3 · The fix is free. The v-curves are not arbitrary data — they are exact helices, and a helix's tangent is closed-form: dP/dv = Θ·(−y, x, 0) + W·ẑ. Clamping the interpolant with the true end tangents restores the full fourth-order accuracy of cubic interpolation, and the residual lands on the textbook floor R·Δθ⁴/384 — the measured deviations below match that formula to two digits. No extra sections, no larger file: the same 7-column control net that missed by microns now misses by tenths of a nanometre.
4 · The proof loop. The exporter does not ask to be trusted: the test suite re-parses the emitted STEP text, rebuilds the surfaces with an independent de Boor evaluator, and audits the sweep law S(u,v) = R(Θv)·S(u,0) + Wv·ẑ across the parameter grid — so the helicoid property is verified on the very bytes a CAD system will read, every build.
Measured results — fitted flank-edge track vs the true helix (writer's own section count at the default tolerance ≈ 0.2–0.6 µm; identical fitting system, only the end condition differs):
| Gear | Twist Θ | Sections | Chord-clamped | Exact-tangent | Improvement |
|---|---|---|---|---|---|
| z24 Pnd8 β15° · 1.00″ face | 0.173 rad | 4 | 6.8 µm | 0.00039 µm | 17,000× |
| z24 Pnd8 β15° · 1.75″ face | 0.302 rad | 4 | 20.5 µm | 0.0036 µm | 5,700× |
| z25 Pnd10 β28° · 1.00″ face | 0.376 rad | 4 | 28.3 µm | 0.0077 µm | 3,700× |
| z60 mn2 β20° · 50 mm face | 0.285 rad | 4 | 28.2 µm | 0.0044 µm | 6,400× |
| z24 Pnd8 β15° · 3.00″ face | 0.518 rad | 4 | 60.2 µm | 0.031 µm | 1,900× |
| z12 mn3 β30° · 40 mm face | 1.111 rad | 5 | 100 µm | 0.15 µm | 650× |
| z36 mn4 β45° · 60 mm face | 0.589 rad | 4 | 194 µm | 0.13 µm | 1,500× |
The chord column violates the certification tolerance in every row; the exact-tangent column is under it in every row. The same audit run on the actual emitted files for the 1″-face gear reads 6.31 µm with the chord clamp and 0.00039 µm with the exact tangents — and the study's replicated fit agrees with the shipped file to four digits (0.003611 µm both ways on the 1.75″ demo), so the numbers above are the numbers in the file.
Or spend sections instead: the chord clamp converges only as 1/Nv², so on the demo gear it needs 32 sections to scrape under tolerance and ≈ 300 to match what the exact tangent delivers with 4 — a 5× (certified) to 43× (equal-accuracy) difference in surface data for the same geometry. The exact tangent is the better deal in both directions: more accurate and smaller.
None of this is exotic mathematics — clamped splines with prescribed end derivatives are classical (de Boor). The point is quantitative: at the section counts real exporters use, the customary chord shortcut writes a lead-crown-sized artifact into helical gear CAD, the exact helix tangent removes it at zero cost because the tangent is closed-form, and an exporter can prove the property on its own output. Check any helical STEP you receive against its own sweep law — it is a five-line test, and this page's files pass it by three orders of magnitude.
Notes on using the results
- Thrust is the price of quiet. The helix turns part of the tooth force axial: Fa = Ft·tan β at the pitch cylinder — a 20° helix pushes ~36% of the tangential load into the bearings. Locate the shaft with a bearing that takes thrust, or cancel it with a double-helical (herringbone) pair.
- Hands must oppose on parallel shafts. An external helical pair on parallel axes meshes right-hand against left-hand at the same β. Same-hand external gears only mesh on crossed axes (a different, point-contact animal). The Hand selector drives the 3-D solid and the STEP so the part you export is the part you meant.
- Face width earns the overlap. The smooth-running benefit comes from the overlap ratio εβ = b·sin β/(π·mn): at εβ ≥ 1 at least one full tooth is always entering as another leaves. The sheet reads it out and flags a face too narrow to reach 1 — widen the face, steepen the helix, or accept spur-like noise.
- Backlash & tolerances. A real mesh runs with backlash: gears are cut a few hundredths of a module thinner than theoretical. The Thinning Δsn field carries that allowance separately from the design shift — tip and root stay at the print values while the tooth, the over-ball M, the span and the chordal caliper numbers all follow. Measure the actual part and choose whether the reading sets xn (unknown gear) or Δsn (known print, unknown allowance).
- Mating checks. This sheet is single-gear geometry. Center distance, working pressure angle, total contact ratio (εα + εβ) and root clearance of a pair are the natural next sheet.
References & further reading
- tec-science — Profile shift — the x = 1 − z·sin²α/2 no-undercut relation this sheet applies in its cutter-true form.
- Machinery's Handbook — Gearing section: helical gear formulas (normal/transverse), measurement over balls, span measurement.
- KHK — Gear Technical Reference — helical gear calculations, normal vs transverse systems, over-ball tables.
- Wikipedia — Gear (helical) — helix hand, thrust, parallel vs crossed axes.
- Wikipedia — Involute gear — the involute function and its properties.
- Litvin & Fuentes, Gear Geometry and Applied Theory — screw involute surfaces (involute helicoids), generation and envelopes.
Disclaimer
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