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A rack and pinion is a type of
linear actuator A linear actuator is an actuator that creates motion in a straight line, in contrast to the circular motion of a conventional electric motor. Linear actuators are used in machine tools and industrial machinery, in computer peripherals such as ...
that comprises a circular
gear A gear is a rotating circular machine part having cut teeth or, in the case of a cogwheel or gearwheel, inserted teeth (called ''cogs''), which mesh with another (compatible) toothed part to transmit (convert) torque and speed. The basic p ...
(the '' pinion'') engaging a linear gear (the ''rack''). Together, they convert rotational motion into linear motion. Rotating the pinion causes the rack to be driven in a line. Conversely, moving the rack linearly will cause the pinion to rotate. A rack and pinion drive can use both straight and helical gears. Though some suggest helical gears are quieter in operation, no hard evidence supports this theory. Helical racks, while being more affordable, have proven to increase side torque on the datums, increasing operating temperature leading to premature wear. Straight racks require a lower driving force and offer increased torque and speed per percentage of gear ratio which allows lower operating temperature and lessens viscal friction and energy use. The maximum force that can be transmitted in a rack and pinion mechanism is determined by the tooth pitch and the size of the pinion as well as the gear ratio. For example, in a
rack railway A rack railway (also rack-and-pinion railway, cog railway, or cogwheel railway) is a steep grade railway with a toothed rack and pinion, rack rail, usually between the running Track (rail transport)#Rail, rails. The trains are fitted with one or ...
, the rotation of a pinion mounted on a locomotive or a
railroad car A railroad car, railcar ( American and Canadian English), railway wagon, railway carriage, railway truck, railwagon, railcarriage or railtruck (British English and UIC), also called a train car, train wagon, train carriage or train truck, is ...
engages a rack placed between the rails and helps to move the
train In rail transport, a train (from Old French , from Latin , "to pull, to draw") is a series of connected vehicles that run along a railway track and transport people or freight. Trains are typically pulled or pushed by locomotives (often k ...
up a steep
gradient In vector calculus, the gradient of a scalar-valued differentiable function of several variables is the vector field (or vector-valued function) \nabla f whose value at a point p is the "direction and rate of fastest increase". If the gr ...
. For every pair of conjugate involute profile, there is a basic rack. This basic rack is the profile of the conjugate gear of infinite pitch radius (i.e. a toothed straight edge). A generating rack is a rack outline used to indicate tooth details and dimensions for the design of a generating tool, such as a hob or a gear shaper cutter.


Applications

Rack and pinion combinations are often used as part of a simple
linear actuator A linear actuator is an actuator that creates motion in a straight line, in contrast to the circular motion of a conventional electric motor. Linear actuators are used in machine tools and industrial machinery, in computer peripherals such as ...
, where the rotation of a shaft powered by hand or by a motor is converted to linear motion. The rack carries the full load of the actuator directly and so the driving pinion is usually small, so that the
gear ratio A gear train is a mechanical system formed by mounting gears on a frame so the teeth of the gears engage. Gear teeth are designed to ensure the pitch circles of engaging gears roll on each other without slipping, providing a smooth transmission ...
reduces the torque required. This force, thus torque, may still be substantial and so it is common for there to be a reduction gear immediately before this by either a gear or
worm gear A worm drive is a gear arrangement in which a worm (which is a gear in the form of a screw) meshes with a worm wheel (which is similar in appearance to a spur gear). The two elements are also called the worm screw and worm gear. The terminolo ...
reduction. Rack gears have a higher ratio, thus require a greater driving torque, than screw actuators.


Stairlifts

Most stairlifts today operate using the rack and pinion system.


Steering

A rack and pinion is commonly found in the
steering Steering is a system of components, linkages, and other parts that allows a driver to control the direction of the vehicle. Introduction The most conventional steering arrangement allows a driver to turn the front wheels of a vehicle using ...
mechanism of
car A car or automobile is a motor vehicle with wheels. Most definitions of ''cars'' say that they run primarily on roads, seat one to eight people, have four wheels, and mainly transport people instead of goods. The year 1886 is regarded as t ...
s or other
wheel A wheel is a circular component that is intended to rotate on an axle bearing. The wheel is one of the key components of the wheel and axle which is one of the six simple machines. Wheels, in conjunction with axles, allow heavy objects to be ...
ed, steered vehicles. Rack and pinion provides less
mechanical advantage Mechanical advantage is a measure of the force amplification achieved by using a tool, mechanical device or machine system. The device trades off input forces against movement to obtain a desired amplification in the output force. The model for ...
than other mechanisms such as recirculating ball, but less backlash and greater
feedback Feedback occurs when outputs of a system are routed back as inputs as part of a chain of cause-and-effect that forms a circuit or loop. The system can then be said to ''feed back'' into itself. The notion of cause-and-effect has to be handled ...
, or steering "feel". The mechanism may be power-assisted, usually by hydraulic or electrical means. The use of a variable rack (still using a normal pinion) was invented by Arthur Ernest Bishop in the 1970s, so as to improve vehicle response and steering "feel", especially at high speeds. He also created a low cost press forging process to manufacture the racks, eliminating the need to machine the gear teeth.


Rack railways

Rack railway A rack railway (also rack-and-pinion railway, cog railway, or cogwheel railway) is a steep grade railway with a toothed rack and pinion, rack rail, usually between the running Track (rail transport)#Rail, rails. The trains are fitted with one or ...
s are mountain railways that use a rack built into the center of the track and a pinion on their locomotives. This allows them to work on steep gradients, up to 45 degrees, as opposed to conventional railways which rely on friction alone for locomotion. Additionally, the rack and pinion addition provides these trains with controlled brakes, and reduces the effects of snow or ice on the rails.


Actuators

A rack and pinion with two racks and one pinion is used in
actuator An actuator is a component of a machine that is responsible for moving and controlling a mechanism or system, for example by opening a valve. In simple terms, it is a "mover". An actuator requires a control device (controlled by control signal) a ...
s. An example is pneumatic rack and pinion actuators that can be used to control valves in
pipeline transport Pipeline transport is the long-distance transportation of a liquid or gas through a system of pipes—a pipeline—typically to a market area for consumption. The latest data from 2014 gives a total of slightly less than of pipeline in 120 countr ...
. The actuators in the picture on the right are used to control the valves of large water pipeline. In the top actuator, a gray control signal line can be seen connecting to a
solenoid valve A solenoid valve is an electromechanically operated valve. Solenoid valves differ in the characteristics of the electric current they use, the strength of the magnetic field they generate, the mechanism they use to regulate the fluid, and the ...
(the small black box attached to the back of the top actuator), which is used as the pilot for the actuator. The solenoid valve controls the air pressure coming from the input air line (the small green tube). The output air from the solenoid valve is fed to the chamber in the middle of the actuator, increasing the pressure. The pressure in the actuator's chamber pushes the pistons away. While the pistons are moving apart from each other, the attached racks are also moved along the pistons in the opposite directions of the two racks. The two racks are meshed to a pinion at the direct opposite teeth of the pinion. When the two racks move, the pinion is turned, causing the attached main valve of the water pipe to turn.


Arcuate rack

A rack gear that is curved is called an arcuate rack. The term appears in many patent applications.


History

The rack and pinion mechanism was first developed in China by firearms designer Zhao Shizhen. In his book of 1598 AD, the Shen Qi Pu (神器譜), the Xuanyuan arquebus (軒轅銃) featured a firing mechanism using a rack and pinion system that was inspired by Turkish matchlock designs that featured a novel pivoting firing mechanism. The Xuanyuan arquebus was designed in response to contemporary firearm unreliability problems arising from rainy and windy conditions, and offered a trigger that simultaneously operated both the flash pan and serpentine. The '' Wu Pei Chih'' (1621) later described Ottoman Turkish
muskets A musket is a muzzle-loaded long gun that appeared as a smoothbore weapon in the early 16th century, at first as a heavier variant of the arquebus, capable of penetrating plate armour. By the mid-16th century, this type of musket gradually di ...
that used a rack-and-pinion mechanism.


See also

* List of gear nomenclature * Machine element * Pitman arm * Rack phase difference *
Sprocket A sprocket, sprocket-wheel or chainwheel is a profiled wheel with teeth that mesh with a chain, track or other perforated or indented material. The name 'sprocket' applies generally to any wheel upon which radial projections engage a chain pass ...
* Steep grade railway


References

{{DEFAULTSORT:Rack and Pinion Automotive steering technologies Gears Actuators Turkish inventions