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H Series Helical Gear Speed Reducer - Selection Guide
The HelmeDrive H Series is a parallel shaft helical gear speed reducer for industrial applications. It includes two-stage H2, three-stage H3, and four-stage H4 configurations. The series is selected using the nominal power rating, actual ratio, service factors, peak torque check, thermal power check, radial load check, mounting position, and lubrication requirements. All data must come from the corresponding manual.
Item | H2 | H3 | H4 |
Gear unit type | Parallel shaft helical | Parallel shaft helical | Parallel shaft helical |
Stages | 2 stages | 3 stages | 4 stages |
Frame sizes | 04–24 | 05–24 | 07–24 |
Nominal ratio iN | 6.3–22.4 | 22.4–100 | 100–400 |
Actual ratio | See actual ratio table | See actual ratio table | See actual ratio table |
Output shaft forms | S: solid shaft; H: hollow shaft; D: hollow shaft for shrink disk | S: solid shaft; H: hollow shaft; D: hollow shaft for shrink disk | S: solid shaft; H: hollow shaft; D: hollow shaft for shrink disk |
Mounting | H: horizontal; M: horizontal without feet; V: vertical | H: horizontal; M: horizontal without feet; V: vertical | H: horizontal; M: horizontal without feet; V: vertical |
Lubrication | Immersion or splash lubrication standard; forced lubrication on request | Immersion or splash lubrication standard; forced lubrication on request | Immersion or splash lubrication standard; forced lubrication on request |
Gear load capacity standard | Helical gears according to GB/T3480, DIN3990, and ISO6336 | Helical gears according to GB/T3480, DIN3990, and ISO6336 | Helical gears according to GB/T3480, DIN3990, and ISO6336 |
Thermal rating | Check thermal power PG against actual load | Check thermal power PG against actual load | Check thermal power PG against actual load |
● Gear design is based on infinite life according to the manual. This is a design reference value, not a warranty or actual operating guarantee.
● When service factor S.F. >= 1.4, bearing life is stated as >50,000 h in the manual. When S.F. >= 1.6, all bearing life is stated as >100,000 h in the manual. These are design reference values, not a warranty or actual operating guarantee.
● Noise values in the manual: frame sizes below 14 are <=85 dB; other sizes do not exceed 90 dB.
● Efficiency values in the manual: helical gear pair up to 98.5%.
● Nominal output torque and nominal input power ratings are given in the manual tables for each frame size and ratio. Select the exact value from the nominal output torque table and nominal power rating table for the selected size and ratio.
The H Series is selected using the working machine factor f1 from the manual. The following table summarizes typical application sectors and driven machines listed in the manual. The actual f1 must be taken from the manual according to the driven machine and daily operating hours.
Industry / Application | Typical Driven Machines |
Water treatment | Thickeners, filter presses, flocculation apparatus, aerators, pumps |
Conveying systems | Belt conveyors, bucket conveyors, apron conveyors, screw conveyors |
Cranes and hoisting | Hoisting gears, luffing gears, traveling gears, slewing gears |
Mining and quarrying | Crushers, bucket wheel excavators, stackers, reclaimers |
Cement industry | Rotary kilns, tube mills, roll crushers, separators, concrete mixers |
Chemical industry | Extruders, mixers, agitators, centrifuges, cooling drums |
Food and sugar | Cane knives, cane mills, beet cutters, extraction plants, juice boilers |
Paper industry | Pulper drives, agitators |
Cooling towers | Cooling tower fans |
Compressors | Reciprocating compressors, centrifugal compressors |
Fans | Axial and centrifugal fans |
Metal processing | Roller straighteners, shears, continuous casting drives |
● Applications not listed in the manual require consultation with HelmeDrive. Do not assume a service factor without a direct basis.
● The application must remain within the scope of the manual. Special applications, non-standard mounting, or extreme environments require confirmation.
The model designation contains the following information:
● Type: H = parallel shaft helical gear unit.
● Number of stages: 2, 3, or 4.
● Frame size: 04, 05, ... 23, 24.
● Output shaft form: S = solid shaft; H = hollow shaft; D = hollow shaft for shrink disk. The shrink disk connection is a friction-locked connection that eliminates the play common with keyed shafts.
● Mounting: H = horizontal mounting; M = horizontal mounting without feet; V = vertical mounting.
● Input shaft version: 0 = standard version; 1 = reinforced version.
● Nominal ratio.
● Design or arrangement: A, B, C, D, ... H, I.
● Additional information.
Example structure: H 3 09 S H 1 - 63 - C - ...
● The order must also specify cooling, lubrication, backstop, output shaft rotation direction, and any non-standard shaft or mounting requirements.
● When a backstop is required, specify it and provide the output shaft rotation direction as viewed facing the output shaft.
● For non-standard input or output shaft ends, or for wall mounting or inclined mounting, provide a drawing and consult HelmeDrive.
The gear unit is delivered ready for operation but without oil filling. Read the operating instructions before commissioning.
◆ Oil quantity values in the manual are guide values. The exact quantity depends on the marks on the oil dipstick.
◆ Oil viscosity must correspond to the data on the name plate.
◆ Only approved lubricants may be used.
◆ The gear unit is supplied with radial shaft seals. Other sealing variants require consultation.
◆ Direction of rotation refers to the input shaft d1.
◆ For outdoor installation, avoid direct sunlight and provide adequate protection.
◆ Foundation bolts must be at least property class 8.8.
◆ Ambient temperature correction factors are provided in the manual for 20°C to 50°C. For temperatures outside this range, consult HelmeDrive.
◆ Rating data cover several input speeds, such as 1800, 1500, 1200, and 1000 r/min, depending on size and stage. Confirm the applicable input speed for the prime mover.
①Determine the gear unit type: H for parallel shaft.
②Calculate the required transmission ratio: i = n1 / n2.
③Determine the nominal ratio iN and stage count from the ratio range.
④Select the frame size by one of the following methods:
◢ By torque: T2N >= f1 × f2 × T2.
◢ By working machine shaft power: T2N >= f1 × f2 × T2 = f1 × f2 × 9550 × P2 / n2.
◢ By prime mover power: P1N >= f1 × f2 × P1 = f1 × f2 × Pm / fm.
⑤Preliminary selection: type + frame size + number of stages + nominal ratio.
⑥Check peak torque or overload:
◢ T2N >= T2A × f3, or
◢ P1N >= P1A × f3.
⑦Check actual ratio. The actual ratio may differ from the nominal ratio. Verify whether the output speed tolerance is acceptable.
⑧Check thermal power and cooling:
◢ Natural cooling: Pc = PGA × f4 × f8.
◢ Fan cooling: Pc = PGB × f4 × f8.
◢ The check condition is Pc > P1 or Pc >= P2.
⑨Check additional forces on the output shaft. Use FRZ2 = FR2 × k. For frame sizes >=19, special designs, or input shaft radial loads, consult HelmeDrive.
⑩Confirm mounting position: H, M, or V.
⑪Confirm lubrication: immersion or splash lubrication is standard; forced lubrication is available on request.
⑫Confirm accessories such as backstop, heater, sensors, and other options.
Select f1 according to the driven machine and daily operating hours. The following table gives representative values. The complete f1 table is given in the corresponding manual. For driven machines not listed, select f1 from the complete f1 table or consult HelmeDrive.
Driven Machine | <=0.5 h/day | 0.5–10 h/day | >10 h/day |
Belt conveyors <=150 kW | 1.0 | 1.2 | 1.3 |
Belt conveyors >=150 kW | 1.1 | 1.3 | 1.4 |
Bucket conveyors | – | 1.4 | 1.5 |
Apron conveyors | – | 1.2 | 1.5 |
Hoisting gears | 1.0 | 1.1 | 1.4 |
Slewing gears | 1.0 | 1.4 | 1.8 |
Traveling gears | 1.1 | 1.6 | 2.0 |
Crushers | – | 1.2 | 1.4 |
Rotary kilns | – | – | 2.0 |
Tube mills | – | – | 2.0 |
Cooling tower fans | – | – | 2.0 |
Reciprocating compressors | – | 1.8 | 1.9 |
Centrifugal compressors | – | 1.4 | 1.5 |
■ When actual application experience differs from the listed f1 values, use the application experience as the basis. Consult HelmeDrive for confirmation.
6.2 Prime Mover Factor f2
Prime Mover | f2 |
Electric motor, steam turbine, hydraulic motor | 1.0 |
4–6 cylinder piston engine | 1.25 |
1–3 cylinder piston engine | 1.5 |
6.3 Peak Torque Factor f3
Load Direction | 1–5 peaks/h | 6–30 peaks/h | 31–100 peaks/h | >100 peaks/h |
Steady direction | 0.5 | 0.65 | 0.7 | 0.85 |
Alternating direction | 0.7 | 0.95 | 1.1 | 1.25 |
Not specified in the manual; consult HelmeDrive.
Ambient Temperature | 20°C | 25°C | 30°C | 35°C | 40°C | 45°C | 50°C |
Synthetic oil | 1.0 | 0.94 | 0.88 | 0.82 | 0.75 | 0.69 | 0.63 |
Mineral oil | 0.75 | 0.69 | 0.63 | 0.56 | 0.50 | 0.44 | 0.38 |
Lubrication | Horizontal Mounting | Vertical Mounting |
Splash lubrication | 1.0 | 0.95 |
Circulating oil lubrication | 1.05 | 1.05 |
◆ Thermal power check: Pc = PGA × f4 × f8 for natural cooling; Pc = PGB × f4 × f8 for fan cooling.
◆ PGA is the thermal power capability without cooling measures.
◆ PGB is the thermal power capability with cooling fan.
◆ Thermal power tables cover H2 frame sizes 04–18, H3 frame sizes 05–18, and H4 frame sizes 07–18.
◆ For frame sizes >=19, thermal power data require consultation with HelmeDrive.
◆ The output shaft can accept a limited additional radial force. The permissible value depends on type, design, frame size, and distance Z from the shaft shoulder.
◆ Use FRZ2 = FR2 × k.
◆ FR2 is the recommended additional radial force. k is the force factor depending on distance Z.
◆ The calculation in the manual applies only to the output shaft and for f1 = 1.2. When f1 > 1.2, the permissible value may be larger. Consult HelmeDrive.
◆ For designs E, F, and I, consult HelmeDrive.For frame sizes >=19, or for radial load on the input shaft d1, consult HelmeDrive.
◆ Exact FR2 and k values are provided in the manual tables. Final selection must be confirmed by HelmeDrive.
◆ When a backstop is required, specify it in the order and provide the output shaft rotation direction as viewed facing the output shaft.
◆ Standard lubrication is immersion or splash lubrication.
◆ Forced lubrication with an oil pump or electric pump is available when required by structure or selection.
◆ For high-power continuous duty, high ambient temperature, or special operating conditions, consult HelmeDrive for lubrication and cooling.
◆ The gear unit is delivered without oil filling. Fill with the approved lubricant and quantity according to the oil dipstick and name plate.
Selection reference (non-specific customer case):
A driven machine requires output torque T2 = 12,000 N·m, output speed n2 = 30 r/min, input speed n1 = 1500 r/min, horizontal mounting, and ambient temperature 35°C.
■ Calculate ratio: i = n1 / n2 = 1500 / 30 = 50.
■ Calculate required power: P2 = T2 × n2 / 9550 = 12,000 × 30 / 9550 = 37.7 kW.
■ Select H3 because ratio 50 falls within the H3 nominal ratio range 22.4–100.
■ Apply f1, f2, f3, f4, and f8 according to the actual duty.
■ Select the frame size so that T2N >= f1 × f2 × T2 and P1N >= f1 × f2 × P1.
■ Check peak torque: T2N >= T2A × f3.
■ Check thermal power: Pc = PGA × f4 × f8 or Pc = PGB × f4 × f8.
■ Check radial load: FRZ2 = FR2 × k.
■ Confirm mounting, lubrication, and accessories.
Actual selection must be verified with complete duty parameters. Consult HelmeDrive for final confirmation.
Q1: How do I calculate the required output torque?
A1: Calculate T2 = 9550 × P2 / n2, where P2 is power in kW and n2 is output speed in r/min. Then apply the correct service factors and compare with the nominal output torque rating. Consult HelmeDrive for final confirmation.
Q2: How do I determine the correct ratio and stage count?
A2: Calculate i = n1 / n2. Select H2, H3, or H4 according to the nominal ratio range and actual ratio table. Verify the output speed tolerance.
Q3: Which mounting positions are available?
A3: H for horizontal, M for horizontal without feet, and V for vertical. Other mounting orientations require consultation for oil level and lubrication.
Q4: How does ambient temperature affect selection?
A4: Ambient temperature affects thermal power through factor f4. The manual provides f4 values from 20°C to 50°C. For temperatures outside this range, consult HelmeDrive.
Q5: How much radial load can the output shaft withstand?
A5: Use FRZ2 = FR2 × k. FR2 depends on type, design, and frame size. k depends on distance Z. For frame sizes >=19 or special designs, consult HelmeDrive.
Q6: What lubrication is standard?
A6: Immersion or splash lubrication is standard. Forced lubrication is available on request for high-power continuous duty or special conditions.
Q7: Can a backstop be supplied?
A7: Yes, when specified in the order. Provide the output shaft rotation direction as viewed facing the output shaft. Consult HelmeDrive for selection.
■ Confirm the gear unit type: H parallel shaft.
■ Confirm the required ratio, stage count, and actual ratio tolerance.
■ Confirm the required output torque, power, and peak torque.
■ Apply f1, f2, f3, f4, and f8 correctly.
■ Check thermal power and cooling requirements.
■ Check output shaft radial load and any input shaft radial load.
■ Confirm mounting position and lubrication.
■ Confirm backstop, heater, sensors, and other accessories.
■ Provide complete duty data: power, speed, ratio, daily hours, load type, ambient temperature, radial force, and mounting position.
■ For any missing data, non-standard condition, or frame size >=19, consult HelmeDrive.
The HelmeDrive H Series provides a modular selection system for parallel shaft industrial gear units. Correct selection requires the nominal power rating, actual ratio, service factors, peak torque check, thermal power check, radial load check, and confirmed mounting and lubrication. All data must come from the corresponding manual. For final sizing, special conditions, or data outside the manual, consult HelmeDrive technical department.