Steering System Design and Analysis Guide
Steering System Design and Analysis Guide
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B. PRESENT, ANALYSE PLANS AND CHOOSE PLAN
I. Method of drive wheel
Front wheel drive
Rear wheel drive
Four wheel drive
All wheel drive
II. The method of steering mechanism
Worm and sector:
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This is a relatively common steering mechanism for passenger cars
and light commercial vehicles. The large contact area between the gears
reduces stress on surfaces, thereby reducing wear. Additionally, the
applied load is distributed among the threaded paths, increasing their
load-bearing capacity. The friction within the mechanism is rolling
friction, resulting in minimal frictional losses (forward efficiency - 0.8,
reverse efficiency - 0.7)
Transmission ratio:
2 π r0
ic =
tZ 1
In which,
r0: worm radius,
t: worm pitch
Z1: number of threaded path of worm
Recirculating ball type:
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Electric power steering (EPS) system: reduces driver’s effort when
turning the steering wheel of a vehicle by using a power steering
motor to provide assist torque that depends on the control current.
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C. GENERAL LAYOUT DESIGN
I. General components of the steering system
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Parameters of steering trapezoidal
After choosing the initial parameters for the steering trapezoidal, we
calculate the exact value of the trapezoidal:
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V. Design of steering shaft parameter and layout
D. TECHNICAL DESIGN
I. Steering dynamic calculation
1. Building the theoretical curve
To ensure the rotational kinematics of the guiding wheels, we must
follow the Ackerman equation:
B
cot α −cot β= (1.1)
L
In which:
α: Steering angle of the outer guide wheel, o
β: Steering angle of the inner guide wheel, o
B: Front trackwidth, m
L: Wheelbase, m
To accurately satisfy the above expression, the steering gear must
have 18 joints and a complex structure. Therefore, in reality, people
often use simpler mechanisms that still ensure an approximation of the
above formula, of which the most commonly used structure is the Danto
steering trapezoid. Experiences shows that if the parameters of the
steering trapezoid are selected appropriately, formula 1.1 can be
satisfied.
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Figure 1.1 Rotational kinematics diagram.
Determine the maximum steering angle of the inner guide wheel max:
−1 L
β max =tan
B (1.2)
Rmin −
2
With Rmin = 4.9 m = 4900 mm, we have:
−1 2550 o
β max =tan =31.48
1470
4900−
2
From equation 1.1, we have:
−1 L
α =tan (1.3)
B+ L cot β
Subtitute the value of L,B into equation (1.3) we have the value of
corresponding α:
−1 2550
α =tan (1.4)
1470+2550 cot β
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1 2 (2.3)
⇒ cos γ =√ 1−sin γ =
2
p
√ p −( y−msin θ )
2
Figure 2.1 Diagram of steering trapezoid when the vehicle goes straight
Subtitute equation (2.3) into (2.1) we have
X =B−2(m cos θ+ √ p − ( y−m sinθ ) )
2
2
(2.4)
When the car turns with different turning radius and the relationship
between and remains the same as the above formula, the DanTo
steering trapezoid cannot be completely satisfied.
However, we can choose a trapezoidal structure to deviate from the
theoretical relationship within the allowable limit, that is, the deviation
between the actual and theoretically allowed turning angle is largest at
large turning angles, but cannot exceed 1 o.
b) When turning:
Figure 2.2 is a diagram of the steering trapezoid when the vehicle is
turning. When the left wheel turns an angle and the right wheel turns
an angle , at this time the right wheel’s side arm is at an angle ( - )
with the horizontal and the left wheel is ( + ). We have the relationship
of the numbers according to the following relationship:
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Figure 2.2 Diagram of steering trapezoid when the vehicle is turning.
We have:
AD=B−[ m cos ( θ−β )+ p cos γ ' + X ] (2.5)
With :
1
cos γ =
'
p
√p −[ y −msin ( θ−β ) ]
2 2
In ∆ACD we have:
2 2
A C =A D + C D = A D + y
2 2 2
(2.6)
In ∆ABC we have:
2 2 2
BC = A C + A B −2 AB . AC . cos ψ
(2.7)
AB=m ; BC = p
From equation (2.5) and (2.6), we have:
A C + A B −B C ( A D + y ) +m − p
2 2 2 2 2 2 2
cos ψ = =
2 AB . AC 2 m√ A D + y
2 2
( )
2 2 2 2
−1 A D + y +m − p
⇒ ψ =cos (2.8)
2 m√ A D + y
2 2
We also have:
tan φ=
CD
=
AD AD
y
⟹ φ=tan
−1 y
AD ( ) (2.9)
θ+ α=ψ + φ ⟹ α=ψ+ φ−θ (2.10)
From equations (2.8) and (2.9) we subtitute into equation (2.10) we have
the relation between α, β:
( ) ( )
2 2 2 2
−1 y −1 y +m + A D − p
α =tan + cos −θ (2.11)
AD 2 m√ A D + y
2 2
(o) t (o ) AD a (o ) α (o)
287.3536
0 0 0 0
832
4.761065 272.1508 4.923947 0.162881
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605 807 145 541
9.093492 257.3486 9.657270 0.563778
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464 007 957 492
13.06688 243.0594 14.20687 1.139989
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928 976 832 044
16.74375 229.3923 18.56755 1.823798
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973 2 776 031
20.17913 216.4510 22.72461 2.545483
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633 834 973 397
23.42118 204.3342 26.65584 3.234658
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521 784 404 826
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3. Consider the static turning resistance
The force applied to the steering wheel of a car will reach its
maximum value when turning the car in static state. At that moment, the
steering wheel torque on both guiding wheels M C will be equal to the sum
of the moments: M 1 due to the rotational resistance, M 2 from the wheel
sliding on the road surface, and M 3 caused by stabilizing the steering
wheels.
1
M c =2 ( M 1+ M 2 + M 3 ) (3.1)
η
With is the efficiency in terms of friction loss at rotational cam and joint
in steering mechanism ¿ 0 .5 ÷ 0.7, then choose ¿ 0 . 7.
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Resistance torque M1
a
B
Bt
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Figure 2.6 – Lateral force apply on wheel diagram
When the steering moment acts on the wheel, a lateral force Y will
appear at the contact patch between the wheel and the road surface.
Due to the elastic modulus properties of the tire, the force Y causes the
contact patch to deviate from the wheel axis by a distance x to the rear.
This distance x is acknowledged as half of the contact patch’s center-to-
outer-edge distance, according to the following formula:
x=0.5 √ r 2−r 2bx
While:
r – radius of wheel, r =(B+d /2)
r bx – working radius of wheel
With tyre size: 185/60R15
B is height of tyre: B=0.6 × 185=111(mm)
d is diameter of tyre: d=15(inch)=381(mm)
(
r = 111+
381
2 )
=301.5(mm)
We have:
r bx =0.96 r
x=0.5 √ r −( 0.96 r ) =0.14 r =42.21 ( mm )=42.21 ×10 (m)
2
So: 2 −3
While:
Mc – turning resistance moment: Mc = 458.4 (Nm)
R – steering wheel radius: R = 0.20 (m)
ic – steering mechanism ratio : ic = 19.5
ηth – efficiency of trapezoid steering mechanism ηth = 0.65
id – ratio of steering wheel id = 1
Therefore:
458.4
F max= =180.82( N)
0.2 ×19.5 ×1 ×0.65
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5. Calculation of the transmisstion mechanism of the steering
system
5.1. Determine the diameter of pitch circle of pinion gear
To determine the diameter of pitch circle of pinion gear, we can
consider the following methods:
- Preselect the pitch diameter of the pinion gear to calculate whether
the corresponding rotation is appropriate. This means that for a certain
number of rotations n , the rack must travel a distance X1 = 86.34 (mm).
- Preselect the number of rotations of the steering wheel and then
determie the pitch diameter of the pinion gear. For a rack-and-pinion
steering mechanism, the number of rotations of the steering wheel is
also the number of rotations of the pinion. Based on reference vehicles,
choose the number of rotations in one direction of the steering wheel
corresponding to the wheel rotation, which is n=1.5 turns.
From the formula:
X 1 =2 πRn (5.1.1)
We get
X1 86.34
R= = =9.16 (mm) (5.1.2)
2 π × 1.5 2 π ×1.5
Choose R = 9 (mm)
5.2. Determine the geometrical parameters of pinion gear
Determine the number of teeth
mn Z (5.2.1)
Dc =
cos β
in which:
Dc :Pitch diameter: Dc =2 R=2× 9=18 (mm)
mn : Normal module: choose mn=2.5
β: Helix angle: preliminary choosing β=12 °
From the Equation 5.2.1, we get the number of teeth:
D c cos β 18 cos 12°
Z= = =7
mn 2.5
With number of teeth Z=7, recalculate helix angle:
mn Z 2.5 ×7
cos β= = =0.9722 ⇒ β ≈ 13.54 °
Dc 18
Transverse module: mt =mn /cos β=2.5 /0.9722=2.57
Minimal number of teeth: Z min=17 cos3 β=17 × ( 0.9722 )3=15.62
Choose Z min=16
With Z min=16 >Z =7, pitting will occur and adjustment is required, φ Σ=0.
Determine adjustment coefficient φ br with the formula:
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16−Z 16−7
φ= = =0.5625
16 16
Then, we can calculate the parameters of rack and pinion transmission:
Diameter of addendum circle:
Dd =Dc +2 mn ( 1+φ )=18+2 ×2.5 ( 1+0.5625 )=25.81(mm)
Diameter of dedendum circle:
Df =Dc −2 mn ( 1.25+φ ) =18−2 ×2.5 ( 1.25−0.5625 )=15.81(mm)
Choosing meshing angle α =20 ° .
Pitch diameter:
D0=D c cos α=18 cos 20 °=16.91 ( mm )
Teeth depth:
h=( h 'f +h'f' ) mn=( 1+1.25 ) 2.5=5.625 ( mm )
h' =( f ' +φ ) m=( 1+ 0.5625 ) ×2.5=3.9 ( mm )
Face width:
π mn 2.5
S= +2 φ mn tan α =π × +2 × 0.5625× 2.5 × tan20 ° =4.95 ( mm )
2 2
5.3. Determine the parameters of rack
Diameter of rack at the most critical section:
d=
in which:
√
3 Mx
0.2[τ x ]
(5.3.1)
Choose d=20 mm
Mx
d=
0.2[τ x ]√3
=3
458.4
0.2 ×3 ×10√8
=0.0197(m)
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[ σ H ]= ( )
σ HLim
s
Z R Z V K F K XH
(5.4.1)
While:
s = 1: safety factor
ZR = 0.95: friction factor
ZV = 1.1: velocity factor
KXH = 1: pinion size factor
KF = 1: lubrication factor
Substituting to Equation 5.4.1, we obtain:
σ H=
dω √
Z M Z H Z ∑ 2T K Hα K Hγ K Hβ ( u+1 )
bω u
With: Z M =175 (MPa)(For steel tooth shafts)
(5.4.3)
ZH=
√ √ 2cos β 2 cos 14 °
sin 2 α sin ( 2 ×20 ° )
=1.74
Z ∑=
√ √ 1
εα
=
1
1.24
=0.898
[
ε α = 1.88−3.2
( Z1 + Z1 )] cosβ =[1.88−3.2( 17 + 221 )] cos 14 °=1.24
1 2
γ H bω d ω
K H =1+
γ
2T KH KH α β
Wx Wx
where: Wx – is the anti-torsion moment of the calculated section
4 4
Dtl −d tl
W x =0 , 2.
Dtl
Substituting numbers into the formula we have:
468,734.0 , 2
τ x= 4 4
=38 , 16 ( MPa ) ⇒ τ x <[τ x ]
0,025 −0.017
0.2 .
0,025
Conclusion: The steering shaft ensures durability.
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Ball joints are tested according to compression stress at the working
position and bending and shear strength at the clamp position.
The largest force acting on the ball joint is the maximum force acting
on the horizontal pull rod N = 7994,47 (N).
Force diagram: see below.
- Check the stamping stress at the working surface of the ball joint:
N
σ cd =
Fc
With:
F c - contact area between the sphere and the rotor pad.
In actual working practice, the working area accounts for 2/3 of the
surface of the ball joint, so the contact bearing surface accounts for
1/2.2/3=1/3 of the ball joint surface.
We have:
1 2
F c = . π . Dc
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Diameter of ball joint: Dc =28 (mm)
7994 , 47
⇒ σ cd = =31 , 42 ( MPa ) <[σ cd ]
1
.3 , 14.0,0282
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So the ball joint bolt satisfies the condition of stamping at the working
surface.
- Test according to bending strength:
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Check the bending strength of the ball joint bolt at the mounting
position.
Bending stress at the clamp position:
N eN
σ uc=
Wu
where: W u – bending moment of the calculated section, we have:
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W u =0 , 1.d N
Substituting, we have:
7994 , 47.0,023
σ uc= 3
=273 ,69 ( MPa )
0 , 1.0,018
⇒ σ uc < [ σ uc ] → Ball joint bolt ensure bending strength at the most dangerous
locations.
- Check according to shear strength:
Check the ball joint at the mounting position.
Shear stress at the mounting position:
N
τ c=
Fc
While:
2
π . Dc
F c=
4
Deduce:
N 6939 ,8
τ c= = =27,272 ( MPa )
F c 3 ,14.0,028
4
⇒ τ c< [ τ c ]
→ Ball joint satisfies shear stregth conditions at the most dangerous
cross section.
Conclusion: Ball joints are durable enough during work.
E. INSPECTION OF CURRENT REGULATIONS, STANDARDS (QCVN
09:2015/BGTVT)
Make sure the vehicle can change the direction accurately, controls
safety at different speed range and load following the technical
allowance of the vehicle.
The guide wheels must ensure that the vehicle is able to maintain a
straight direction of motion when running straight and return to the
straight direction of motion when no torque is applied to the
steering wheel (when not turning).
When operating, the steering system’s moving mechanisms must
not collide with any part of the vehicle such as the frame or shell.
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When turning, the steering wheel rim does not stuck on the driver’s
clothes and equipment while driving.
When turning the steering wheel to the right and left, there should
not be a significant difference in the force acting on the steering
wheel.
The play angle of steering wheel:
For the passenger car which is up to 12 seats, including driver, and
the truck has its weight up to 1500 kg, the play angle is smaller
than 10 degrees.
For others, the play angle is smaller than 15 degrees.
The lateral slip of guide wheel ≤ 5 mm/m
The minimum turning radius according to the vehicle’s outer front
wheel track is no more than 12m.
F. DESIGN OF TECHNOLOGY
The process of product manufacturing technology, including stages
of production, machines and equipment used, and the technical
skill of workers.
The process of product inspection, detailing both in-process and
finished product inspections, testing tools, and inspector
qualifications.
The importance of paying attention to whether domestic
manufacturing technologies can meet certain requirements.
The need to take advantage of details or clusters available, and
having a stable supplier for large quantities.
The role of technology design as a form of direct feedback for
technical design improvements.
G. ECONOMICS OF DESIGN
Costs of purchasing materials, supplies, spare parts
Depreciation costs of factories, machines, types of equipment, tools
Costs of electricity, water, environment
Labor costs of workers, technicians, officers, and managers
Costs of project management, advertisements, marketing, selling,
sales promotions, shipping, and distribution of products
Cost of warranties, after-sales
Taxes
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THE END.
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REFERENCES
[1] Nguyễn Hữu Cẩn, Phan Đình Kiên, Thiết kế và tính toán ôtô máy
kéo – Tập 1, Tập 2 và Tập 3, Nhà xuất bản Đại học và Trung học
chuyên nghiệp, Hà nội, 1984.
[2] Reza N. Jazar, Vehicle Dynamics Theory and Application-2nd ed.
[3] Nguyễn Hữu Lộc, Cơ sở thiết kế máy, Nhà xuất bản Đại học Quốc
gia [Link].
[4] Phạm Xuân Mai, Thiết kế ô tô, Nhà xuất bản Đại học Quốc gia
[Link].
[5] Chuyên ngành Kỹ thuật Ô tô và Xe máy hiện đại, Tủ sách Nhất
Nghệ Tinh.
[6] Bosch, Automotive Handbook, Wiley, 2019.
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