Front. Mech. Eng.

2011, 6(4): 429–434

DOI 10.1007/s11465-011-0247-6

RESEARCH ARTICLE

Mohammad Reza KARAMOOZ RAVARI

Elliptical lobe shape gerotor pump design to minimize wear

© Higher Education Press and Springer-Verlag Berlin Heidelberg 2011

Abstract The gerotor pumps are the most important method for pin tooth’s maximum contact point. Hwang
parts of mechanical equipment that have a vast number of and Hsieh [3] illustrated the use of the envelope theorem
applications in industries and automobiles. Because the for the geometric design of a gerotor pump. They also
gerotor pumps cannot be adjusted for wear so it is proposed a mathematical model of the internal cycloidal
important to reduce the wear as much as possible. In this gear with tooth difference is created by the theory of
paper first mathematical equations for elliptical lobe shape gearing and determined surface singularities by using the
rotors profile and curvature of them have been derived and model [4]. Ivanović and Josifović [5] studied specific
then Specific flow and wear rate proportional factor sliding of trochoidal gearing profile in the gerotor pumps
(WRPF) have been formulated. To reach the minimum as an element of the wear intensity of the tooth profiles.
wear in rotors teeth, the ellipse shape factor is changed for Chang et al. [6] developed an integrated system for the
each value of number of outer rotor teeth in a feasible range automated design of a gerotor oil pump. They calculated
and wear rate proportional factor has been resulted. Also in flow rate and flow ripple irregularity too. Soon Kwon et al.
order to have better comparison specific flow has been [7] proposed an analytical wear model of a gerotor pump
presented. The obtained results have been compared with without hydraulic effects namely wear rate proportional
circular pumps with similar geometrical parameters and factor (WRPF). Gamez-Montero et al. [8] developed an
show the significant improvement in wear of the rotors innovative tool to design a trochoidal-gear pump which
with negligible changes in the specific flow. able to calculate and plot volumetric and kinematic
characteristics of the pump. Demenego et al. [9] modified
Keywords gerotor pump, elliptical lobe shape pump, the geometry of rotor profiles of a cycloidal pump which
wear rate proportional factor (WRPF), specific flow provides only one pair of teeth is in mesh at every instant.
It causes to avoid tooth interference and rapid wearing that
occur in the case of a conventional pump. Gamez-Montero
1 Introduction et al. [10] characterize contact stress of a trochoidal-gear
set when it works as part of the hydraulic machine. They
An oil pump is an essential part of a hydraulic system. verified their model with finite element and prototype
Because of small fluctuation, good performance, high model. Kim et al. [11] optimized flow ripple and specific
accuracy, compactness and simplicity the gerotor pumps is sliding under pressure angle limitation. Inaguma [12]
widely used in the automotive industry for fuel lift, engine presented theoretical torque (ideal torque) and theoretical
oil and transmission systems. displacement in an internal gear pump such as gerotor
The relevant research on circular lobe shape gerotor pump. Maiti and Sinha [13] carried out a kinematic to
pumps includes: Vecchiato et al. [1] developed the investigate the pattern of rolling and sliding at the load
geometry of rotor conjugated profiles by using the theory transmitting (active) contact regions for various type of
of envelopes to a family of parametric curves and analysis epitrochoid. Shung and Pennock [14] presented a com-
of profile meshing. They also determined singularities of bined analytical and finite element model for calculating
the rotor profiles. Chen et al. [2] developed the correct contact forces of a trochoidal machine when friction and
meshing condition, contact line, contact ratio, calculating deformation at the contact points are neglected. Beard et al.
[15] studied the effects of the generating pin size and
Received January 11, 2011; accepted August 20, 2011 placement on the curvature and displacement of epitro-
choidal gerotors. Mimmi and Pennacchi [16] analyzed
Mohammad Reza KARAMOOZ RAVARI ( ) ✉ internal involute gear pumps and internal lobe pumps that
Department of Mechanical Engineering, Isfahan University Of Technol-
ogy, Isfahan 84156-83111, Iran have similar operations but different performances.
E-mail: [email protected] Despite of lots of studies carried out on circular lobe
430 Front. Mech. Eng. 2011, 6(4): 429–434

shape gerotor pumps but there is a few studies related to

non-circular gerotor pumps such as: Mimmi and Pennacchi
[17] optimized elliptical, sinusoidal, and polycircular lobe
shape profiles based on specific performance indexes.
They found the elliptical lope pumps have similar flow
ripple but smaller specific slipping than circular lobe
pumps. Jung et al. [18] developed an automated design
system for a rotor with an ellipse lobe profile. They also
calculated the flow rate, flow rate irregularity and specific
sliding.

2 Geometric design
2.1 Inner rotor profile

Figure 1 shows an elliptical lobe shape gerotor pump. As a

gerotor pump the number of teeth of the inner rotor is
always one less than outer rotor.

Fig. 2 Coordinate systems and geometrical parameters to

generate elliptical lobe shape pumps

As shown in Fig. 2 coordinate systems S1, S2 and Sf are

connected to the inner rotor, outer rotor and the frame
respectively. The rotation angle ratio of the inner and outer
rotor is inversely proportional to the ratio of tooth number.
Therefore the relationship between the rotation angles φ1
and φ2 is represented by the following:
φ2 N –1
¼ , (1)
φ1 N
where N is the number of outer rotor teeth. The coordinate
of point M is represented in S2 as
2 3 2 3 2 3
x2 ð
Þ sin kRsin

6 7 6 7 6 7
r2 ð
Þ ¼ 4 y2 ð
Þ 5 ¼ 4 d – cos 5 ¼ 4 d – Rcos
5: (2)
1 1 1
Fig. 1 Elliptical lobe shape pump
where k is the ellipse shape factor and tanθ = k  tan
. The
It is possible to choose any shape for outer rotor teeth normal to profile is formulated as
and then generate inner rotor as a conjugate of the outer 2 3
Nx
rotor teeth. So in this paper elliptical teeth has been chosen 6 7 ∂r2
and the inner rotor has been generated as a conjugate of it. N ¼ 4 Ny 5 ¼  k, (3)
∂

Consider circles 1 and 2 with radiuses r1 and r2 which 0
are in internal tangency (Fig. 2). Point I is the
instantaneous center of rotation and e is the eccentric where k is the unit vector in z direction. The equation for
distance between the center of circles 1 and 2. When circle the inner rotor can be determined by the following
2 rotates counterclockwise around the circumference of coordinate transformation,
circle 1 in a pure rolling motion, point M generates inner r1 ð
,φ2 Þ ¼ M 12 ðφ2 Þr2 ð
Þ, (4)
rotor of elliptical lobe shape gerotor. The mathematical
equations for generated profile can be derived by using where M12 is the transformation matrix from S2 to S1 and
envelope theory. represented as
 Mohammad Reza KARAMOOZ RAVARI. Elliptical lobe shape gerotor pump design to minimize wear 431

2 3  
cosðφ2 – φ1 Þ – sinðφ2 – φ1 Þ – esinφ 1 2 r2
6 7 qi ðαÞ ¼ H ðjO1 Ai j – jO1 Bi j Þ – ðjO2 Ai j – jO2 Bi j Þ ω2 ,
2 2 2

M 12 ¼ 4 sinðφ2 – φ1 Þ cosðφ2 – φ1 Þ – ecosφ 5: (5) 2 r1

(9)
0 0 1
where ω2 is the outer rotor angular velocity, α is the finite
The equation of meshing requires that the normal to the
rotation of the outer rotor and H is the rotors width. Other
conjugate profiles intersects the instantaneous center of
corresponding parameters could be found in Fig. 3.
rotation I, whose Cartesian coordinates in S2 are (r2cosφ2,
– r2sinφ2) and results
r2 cos φ – x2 – r2 sin φ – y2
f ð
,φ2 Þ ¼ 0 () ¼ : (6)
Nx2 Ny2
Substituting Eqs. (2) and (3) in Eq. (6) and simplification
yields the meshing rule equation as
f ð
,φ2 Þ ¼ ðeNcos φ2 – dÞsin

þ Rð1 – k 2 Þsin
cos
– keN sin φ2 cos

¼ 0: (7)
Equations (4) and (7) considered simultaneously
determine the generated tooth profile of the inner rotor.

2.2 Rotors profile curvature radius

The radius of curvature of a parametric curve can be found

by using Eq. (8) [7,17]:
Fig. 3 Corresponding parameters to calculate flow rate for a
ðx#2 þ y#2 Þ3=2 gerotor pump
¼ , (8)
x# y $ – x $ y#
Total flow rate for odd and even value of N are presented
where x and y are coordinates of the parametric curve,
in Eqs. (10) and (11) respectively.
x#, y# and x $, y $ are the first and the second derivatives of
x and y with respect to the parameter (here is φ1) N –1
respectively. X
2
qðαÞ ¼ qi ðαÞ, (10)
i¼1
2.3 Non-undercutting conditions
N
The undercutting phenomenon occurs in the rotors profile X
2
when self-intersecting exists in the curve of the rotor. To qðαÞ ¼ qi ðαÞ: (11)
avoid undercutting phenomenon the minimum value of the i¼1
radius of curvature on the convex section of the profile of
The specific flow of a gerotor pump is formulated as
the rotors should be larger than zero. It is possible to derive
explicit formulation for non-undercutting conditions of 2π
circular lobe shape profiles but for elliptical ones numerical Q ¼ ðN – 1Þ !0N qðαÞdα: (12)
methods should be used.

3 Specific flow 4 WRPF formulation

Specific flow is one of the most important volumetric Wear in gerotor pump rotors is influenced by sliding
characteristics of a gerotor pump which should be velocity and Hertzian contact stress. So to study both
considered. It is possible to calculate the flow rate of ith sliding velocity and Hertzian contact stress WRPF has
chamber of a gerotor pump by using information from the been used. WRPF is proportional to the wear rate, between
contact points and the inner and outer rotor lobes as in the rotors of the gerotor pump under quasi static and dry
Eq. (9) contact conditions.
432 Front. Mech. Eng. 2011, 6(4): 429–434

The WRPF is formulated as Tlin

Fi ¼ , (16)
P V X
N
nþ1
WRPF ¼ H s , (13) lj
ω1 j¼1

where PH is Hertzian contact stress and Vs is the where T is the input torque, n = (N + 1)/N and li is as
sliding velocity. Figure 4 shows needed geometrical follow:
parameters for calculating sliding velocity and Hertzian 8 *
contact stress. < eNdi
sinα*i , 0£αi <π,
The sliding velocity formula is li ¼ mi
:
mi – R 0, π£αi <2π:
Vs ¼ ω2 , (14)
N
qffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi
where mi ¼ d 2 þ ðeN Þ2 – 2deN cosαi and i determine 5 Numerical results
tooth number.
When inner and outer rotors are made of the same The main goal of the present paper is perusing the
material the Hertzian contact stress formula is influence of ellipse shape factor on wear rate proportional
sffiffiffiffiffiffiffiffiffiffiffiffiffiffi factor and specific flow. To reach it, all geometrical
Fi E * parameters including d, R and e have been fixed and the
PH ¼ , (15) specific flow and maximum value of wear rate proportional
2πHR*
factor have been calculated for several values of N and k. in
E
where E * ¼ , R* ¼ ð1=i þ 1=o Þ – 1 , E is elastic other words for each value of N, ellipse shape factor has
1 – v2 been increased while the undercutting condition observe.
module, ν is poison ratio, ρi and ρo is the curvature Notice that E* = 1 and T = 1 have been used to generalize
radius of inner and outer rotor respectively in the ith the rotors material and input torque.
contact point which is can be calculated by using Eq. (8). Two commercial pumps with circular lobe shape have
Fi is the contact force in the ith contact point which is been used for comparison. Table 1 shows the geometrical
formulated as parameters of these pumps.
Table 1 Geometrical parameter of two commercial pumps
d R e H
Case 1 [7] 40.725 10.85 2.85 9.25
Case 2 (PZ9e19) [8] 22.4 4.55 1.9 8.895

Figure 5 shows WRPF for both cases related to ellipse

shape factor for several values of N. For each value of N,
there is a k value which minimizes the WRPF. The best
value for k depends on the value of the contact force and
the radius of curvature of inner and outer rotor in the
contact point. For both cases the best value of k decreases
for larger values of N because by increasing the number of
outer rotor teeth, the radius of inner rotor curvature
extremely lessened. For better comparison the improve-
ment in WRPF value of elliptical lobe shape pump than
circular one for each value of N has been presented in
Table 2.
Whereas the gerotor pumps are designed to provide
distinct specific flow so it is necessary to survey specific
flow in relation to the ellipse shape factor. As shown in Fig.
6 the specific flow variation in relation to k is slight so by
using of the best value of ellipse shape factor WRPF value
will be smaller than circular one but the specific flow will
Fig. 4 Geometrical parameters for sliding velocity and Hertzian not be changed. So the wear in the rotors teeth can be
contact stress calculation minimized by using an elliptical lobe shape pump instead
 Mohammad Reza KARAMOOZ RAVARI. Elliptical lobe shape gerotor pump design to minimize wear 433

Table 2 Improvement in WRPF value of elliptical lobe shape than circular one
N=5 N=6 N=7 N=8 N=9 N = 10
Case 1 kbest 2.1 1.5 1.3 1.1 0.8 0.6
Improvement/% 25.3136 9.2988 3.8603 0.2169 1.8692 14.4050
Case 2 kbest 2.4 1.8 1.6 1.5 1.2
Improvement/% 32.04 14.55 8.35 3.48 0.91

Fig. 5 WRPF vs. ellipse shape factor for several values of N. (a) Fig. 6 Specific flow vs. ellipse shape factor for several values of
Case 1; (b) case 2 N. (a) Case 1; (b) case 2

of circular one only by changing the ellipse shape factor of the rotors calculated and non-undercutting condition
not other geometrical parameters. explained. Wear rate proportional factor used to model
wear in the rotors teeth and calculated for several values
of ellipse shape factor in the feasible range. The
6 Summary and conclusions obtained results compared with the circular pumps with
similar parameters and show significant improvement
Rotors profile equation of elliptical lobe shape pump in the wear of the rotors teeth with negligible changes in
derived by using envelope theory and then the curvature the specific flow. So it is possible to reduce wear of
434 Front. Mech. Eng. 2011, 6(4): 429–434

the rotors of a gerotor pump by using suitable elliptical 9. Demenego A, Vecchiato D, Litvin F L, Nervegna N, Manco S.
lobes. Design and simulation of meshing of a cycloidal pump. Mechanism
and Machine Theory, 2002, 37(3): 311–332
10. Gamez-Montero P J, Castilla R, Khamashta M, Codina E. Contact
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