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	<title>Sariel.pl &#187; Tutorials</title>
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	<link>http://sariel.pl</link>
	<description>Sariel&#039;s LEGO Technic creations</description>
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		<title>Scaling Tutorial for Vehicles</title>
		<link>http://sariel.pl/2009/12/scaling-tutorial-for-vehicles/</link>
		<comments>http://sariel.pl/2009/12/scaling-tutorial-for-vehicles/#comments</comments>
		<pubDate>Tue, 29 Dec 2009 22:43:16 +0000</pubDate>
		<dc:creator>Sariel</dc:creator>
				<category><![CDATA[Tutorials]]></category>

		<guid isPermaLink="false">http://sariel.pl/?p=1106</guid>
		<description><![CDATA[This tutorial covers the rules of choosing a a scale and calculating dimensions for a LEGO model of a wheeled or tracked vehicle, as well as some general tips on modeling. My first tutorial (on Technic gears) has turned out to be very popular and useful. Many comments from builders who found it helpful have [...]]]></description>
			<content:encoded><![CDATA[<p style="text-align: center;"><a href="http://sariel.pl/2009/12/scaling-tutorial-for-vehicles/"><img class="aligncenter size-full wp-image-1107" title="10" src="http://sariel.pl/wp-content/uploads/2009/12/10.jpg" alt="Scaling Tutorial for Vehicles" width="560" height="359" /></a></p>
<p>This tutorial covers the rules of choosing a a scale and calculating dimensions for a LEGO model of a wheeled or tracked vehicle, as well as some general tips on modeling.</p>
<p><span id="more-1106"></span></p>
<p>My first tutorial (<a href="http://sariel.pl/2009/09/gears-tutorial/" target="_blank">on Technic gears</a>) has turned out to be very popular and useful. Many comments from builders who found it helpful have convinced me to continue with tutorials &#8211; this time I&#8217;m going to explain how to make a proper model of a wheeled or tracked vehicle.</p>
<p>Please note that I don&#8217;t consider myself a very good model-builder. I often have to look for a compromise between the look and the functionality of a model, and my attention to details is usually insufficient. There are builders willing to spend months on getting all dimensions &amp; proportions right, while I am ready to slightly compromise the accuracy of a model for the sake of its functionality or integrity. A good example is my <a href="http://sariel.pl/2009/01/abrams-m1a2/" target="_blank">Abrams M1A2 model</a> whose road wheels were too small (3 studs in diameter instead of 4), because there were no larger LEGO wheels available and scaling the model accordingly to the 3-studs ones would result in a much smaller model with severely limited functionality. However, none of my models can be even remotely compared to the work of e.g. <a href="http://www.brickshelf.com/cgi-bin/gallery.cgi?m=ZED" target="_blank">ZED</a> or <a href="http://www.brickshelf.com/cgi-bin/gallery.cgi?f=127268" target="_blank">Arvo brothers</a>.</p>
<p>Anyway, this tutorial explains all the rules needed to build a proper model, and how much attention is paid to the details is up to a particular builder. The rules of scaling remain the same for the best and the average model-builders. Please note that this tutorial assumes that you are going to build a motorized model with Power Functions elements, but if you just skip that part, it is just as useful for static models.</p>
<p><strong>1. Choosing a vehicle to be modelled </strong></p>
<p>Contrary to a popular impression, LEGO model-builders usually seek to build their models as small as possible. This is because large size of a model results in many problems that are absent or insignificant with small models &#8211; such as the weight, mobility and the structural integrity (LEGO bricks become quite elastic under several kilograms of load), as well as e.g. distortion of the tires. This is a good direction, especially for inexperienced builders, and therefore this tutorial aims at building on as-big-as-needed scale, not on an as-big-as-possible one.</p>
<p>When choosing a vehicle to be modeled, you should focus on two crucial factors: its width and the size of the largest element you want to integrate into it.</p>
<p>There is almost always a technical limit to the model&#8217;s minimal width, and this limit is usually set by the axles. In case of the steered axle you should expect its structure to be at least 6 studs wide (a narrower steered axle is possible but very hard to build), and then add the width of the wheels. So if you&#8217;re going to use a 2-studs wide wheels, then your minimal width is 10 studs, if you&#8217;re going to use 3-studs wide wheels then it&#8217;s 12 studs, and so on. A driven, not-steered axle is sometimes even more demanding: it usually requires at least 2 studs for the structure (e.g. for two 1-stud wide stringers of the chassis), 3 or 4 studs for the differential, and then there is the width of the wheels, which in case of e.g. trucks often includes 4 wheels rather than 2. It is possible to skip the use of a differential (small &amp; light models don&#8217;t really need it except for a better manoeuvrability) but it will still take at least 1 stud to transfer the drive to the axle.</p>
<p><span style="color: #888888;">Consider this example: the rear axles of <a href="http://sariel.pl/2009/06/kenworth-mammoet/" target="_blank">my Kenworth Mammoet model</a> use 4 wheels per axle, just like in the real truck. It results in more than half of the model&#8217;s width being taken by the wheels:</span></p>
<p style="text-align: center;"><a href="http://sariel.pl/wp-content/uploads/2009/12/dsc00921.jpg"><img class="aligncenter size-full wp-image-1113" title="dsc00921" src="http://sariel.pl/wp-content/uploads/2009/12/dsc00921.jpg" alt="" width="560" height="373" /></a></p>
<p>We will expand the topic of the minimal width in section 2, for now it is important to discard vehicles that are unusually long and narrow, as well as the ones that have extremely tight space between their right &amp; left wheels.</p>
<p>The largest element you want to integrate into a model is usually the most important factor. If we omit the multipart custom mechanisms, whose shape and size can be usually somewhat adjusted, what we are left with are large single-piece elements. In case of the models using Power Functions it&#8217;s usually at least one battery box and at least one IR receiver, in case of the models using pneumatics it can be an airtank too. The traditional PF battery box is 4 x 11 x 7 studs large and requires some extra space on the top for the plugs and for the access to the on/off switch &#8211; it means that our model has to be larger than these minimal dimensions. For instance if you want your model to have sides built with bricks, with the battery box fully enclosed within because e.g. its color doesn&#8217;t match, then one of your model&#8217;s dimensions can&#8217;t be smaller than 13 studs. The newer PF rechargeable battery, on the other hand, is 4×5&#215;8 studs large with the same extra space needed on the top. Since the battery has smooth sides and is easily integrated into bricks-based constructions, it is possible to integrate it into an e.g. just 4 studs wide model.</p>
<p><span style="color: #888888;">The PF battery box vs the PF rechargeable battery &#8211; the newer, the smaller:</span></p>
<p style="text-align: center;"><img class="aligncenter size-full wp-image-1115" title="img_2349" src="http://sariel.pl/wp-content/uploads/2009/12/img_2349.jpg" alt="" width="560" height="420" /></p>
<p>The important thing is to estimate if it&#8217;s possible to integrate the large elements into a model and where. If your model is going to be narrow, or run and turn at high speed, you should also seek to integrate all the heavy elements into its lower part, because e.g. a battery box integrated into the roof would be fatal for its stability. The trick is basically to look for parts of the vehicle that offer plenty of internal space, because we usually want to keep all the mechanical/electrical elements inside. For instance if you&#8217;re going to build a model of a truck, and you want it to have a cabin with an interior plus a model of the engine under the bonnet, then you can only integrate large elements into lower parts of its chassis. This is very likely to be insufficient, and therefore you should look for trucks with some extra modules behind the cabin, which are very convenient for housing e.g. battery boxes and IR receivers.</p>
<p><span style="color: #888888;">Here are two versions of the same Peterbilt truck: the upper one offers very limited internal space and can be motorized only in a large scale, with the battery/battery box housed inside the cabin. The lower one comes with a large sleeper module and a longer chassis &#8211; even with a small model it&#8217;s possible to house all the large elements inside this module and preserve space for the cabin interior.</span></p>
<p><img class="aligncenter size-full wp-image-1117" title="peterbilt" src="http://sariel.pl/wp-content/uploads/2009/12/peterbilt.png" alt="" width="560" height="512" /></p>
<p><span style="color: #888888;">Side view of one of the trucks built for <a href="http://www.doublebrick.com/htc" target="_blank">Hard Truck Contest</a> reveals the traditional battery box housed inside the sleeper module (visible through the side window). Note the small size of this fully mobile model in comparison to the size of the battery box.</span></p>
<p><img class="aligncenter size-full wp-image-1118" title="htc-41" src="http://sariel.pl/wp-content/uploads/2009/12/htc-41.jpg" alt="" width="560" height="404" /></p>
<p>Situation with other types of vehicles is similar, but less obvious. When building a typical car with some space preserved for the interior, we are usually forced to place some elements in front of it and behind it. For instance we can place the steering motor in the front part of the chassis (usually the most convenient location), with drive motor and battery box located behind passengers&#8217; seats. It&#8217;s not a bad idea to pay attention to the location of the original engine while choosing a car. It&#8217;s actually quite important for e.g. sport cars with large engines, because the ones with engine in front will always provide plenty of space in front part of the chassis while the ones with the engine in the center/back will have more internal space behind the cabin.</p>
<p><span style="color: #888888;">Dodge Viper (engine in front) and Pagani Zonda (central engine), two supercars of similar size. Note the difference in their general proportions.</span></p>
<p><img class="aligncenter size-full wp-image-1124" title="scars" src="http://sariel.pl/wp-content/uploads/2009/12/scars.png" alt="" width="560" height="327" /></p>
<p>There is a number of tricks that allow to integrate multiple PF elements into a limited space &#8211; this subject will be focused on in section 5. The particular case of tracked vehicles will be focused on in section 4.</p>
<p><strong>2. Choosing the scale for a model</strong></p>
<p>There are two possible cases here: usually our choice of scale is limited by the size of LEGO wheels we have at our disposal, but sometimes a fixed scale is required, e.g. when we&#8217;re building a vehicle for a competition whose rules determine the scale (for instance the Polish Truck Trial rules require all the vehicles to be at 13:1 scale). In the latter case we don&#8217;t have to choose a scale &#8211; it is already determined. In the first case we have to decide which wheels to use. When it comes to the scale, the only thing that matters is the diameter of the wheels (together with tires, obviously) &#8211; it will be explained further in the section 3. Therefore it doesn&#8217;t matter whether you&#8217;re going to use wheels with sport tires (flat profile) or cross-country tires (round profile), simply pick the ones you like, with the size in mind. You should, however, pay attention to one situation: if you&#8217;re going to use tires with a round profile located under mudguards or largely enclosed within vehicle&#8217;s body, they are going to appear smaller. This is caused by the optical appearance of the tires and can be prevented by using wheels larger by 10-20% that the size imposed by the scale.</p>
<p><strong>3. Calculating the dimensions</strong></p>
<p>At this point we are going to need a blueprint of the vehicle of our choice. Blueprints of popular and not-so-very-new vehicles can be easily found on specialized websites, the best of them being probably <a href="http://www.the-blueprints.com/" target="_blank">Blueprints.com</a>, and of course the <a href="http://images.google.pl/" target="_blank">Google Image Search</a>. It&#8217;s not a bad idea to look for it at places where many LEGO models are published (e.g. <a href="http://www.brickshelf.com/" target="_blank">Brickshelf</a>), as numerous model-builders (including me) have a nice habit of publishing their models along with some reference materials. When it comes to the construction equipment, the respective blueprints can be easily found via the websites of all the major manufacturers such as <a href="http://www.cat.com/" target="_blank">Caterpillar</a>, <a href="http://www.jcb.com/">JCB</a>,  <a href="http://www.komatsu.com/" target="_blank">Komatsu</a>, <a href="http://www.liebherr.com/lh/" target="_blank">Liebherr</a>, <a href="http://www.volvo.com/" target="_blank">Volvo</a> etc. If you browse through their products catalogs every machine has usually a downloadable PDF brochure attached and all the dimensions are included in it. Hint: construction equipment often comes with multiple configurations of e.g. the bucket, and hence the bucket is not shown on the blueprint. If you look through the brochure closely, there are usually dimension tables that list size of every bucket variant available.</p>
<p><span style="color: #888888;">A typical blueprint from a manufacturer-provided product brochure. It&#8217;s impossible to tell the bucket&#8217;s width from the blueprint, but a dimension table included in this brochure lists width of every bucket variant available for this machine.</span></p>
<p><img class="aligncenter size-full wp-image-1142" title="cat" src="http://sariel.pl/wp-content/uploads/2009/12/cat.png" alt="" width="560" height="363" /></p>
<p>The perfect blueprint  should:</p>
<ul>
<li>be large</li>
<li>be clean</li>
<li>include at least three views of the vehicle (side and front/rear view are usually crucial)</li>
<li>not be distorted (by e.g. central perspective)</li>
<li>consist of outlines only (blueprints are needed for dimensions only, if you want to check colors, markings etc., then it&#8217;s better to rely on photos)</li>
</ul>
<p><span style="color: #888888;">Two blueprints of the same tank: the upper one is bad (and small &#8211; this is its full size), the bottom one is excellent. Note how the clutter on the upper blueprint&#8217;s turret makes it difficult to determine the exact size &amp; shape of the turret.</span></p>
<p><img class="aligncenter size-full wp-image-1129" title="tankies" src="http://sariel.pl/wp-content/uploads/2009/12/tankies.jpg" alt="" width="560" height="306" /></p>
<p>What if our long and laborious search returns no blueprints at all? In this case we can try to rely on photos, but this is a very inconvenient solution and should be avoided if possible. The <a href="http://images.google.pl/" target="_blank">Google Image Search</a> is helpful here too, but there are many websites with galleries &#8211; e.g. a very substantial source of the cars&#8217; photos is provided by the <a href="http://www.netcarshow.com/" target="_blank">NetCarShow</a>.</p>
<p>When looking for optimum photos, we should think of them blueprint-wise. That is, we should look for the photos that show the vehicle from definite angles (side, front, top etc.) and are as little distorted as possible (photos taken from partial angles such as front &amp; side are always very distorted). The photos should be obviously large, clean, unobstructed  and preferably bright.</p>
<p><span style="color: #888888;">On the top: three photos that are useless for calculating dimensions (taken from partial angles, obstructed etc.). On the bottom: three photos that are very useful.</span></p>
<p><img class="aligncenter size-full wp-image-1133" title="hummers" src="http://sariel.pl/wp-content/uploads/2009/12/hummers.jpg" alt="" width="480" height="240" /></p>
<p><span style="color: #888888;">If you have a hard time finding some usable blueprints or photos, try looking for 3D models &#8211; popular vehicles often have an abundance of 3D renderings available. Note this rendering of a 3D model of the Peterbilt 359 truck &#8211; even though distorted by a substantial central perspective, it is still useful for calculating dimensions.</span></p>
<p><img class="aligncenter size-full wp-image-1186" title="359_side_wire" src="http://sariel.pl/wp-content/uploads/2009/12/359_side_wire.jpg" alt="" width="560" height="287" /></p>
<p>Important: a proper blueprint should show all the views of the vehicle in exactly the same size (note the blueprint for the Ford Mustang below &#8211; the size is clearly maintained). If you are forced to compose your own blueprint using photos, try to make sure that all the views show the vehicle in the same size. If this is not possible, you will have to calculate dimensions for each view separately.</p>
<p><img class="aligncenter size-full wp-image-1141" title="mustang" src="http://sariel.pl/wp-content/uploads/2009/12/mustang.png" alt="" width="560" height="281" /></p>
<p>With the blueprint / set of photos at hand, we now need to take some measurements. This can be done in two ways: analogue (print it out, take ruler, calulate) or digital (open the file in some editing program, take measurements, write them down somewhere). Personally, I&#8217;m a big fan of the analogue way &#8211; not only does it make me computer-independent and lets me put the blueprint on the pinboard above my workshop, but it also lets me conveniently write the dimensions directly on the blueprint, along with some notes if necessary.</p>
<p>Now, as mentioned in the section 2, there are <strong>two possible cases</strong>: the scale is already determined and known, or the scale is correspondent to the size of the LEGO wheels we&#8217;re going to use.</p>
<p><strong>In the first case</strong> we know the scale and it goes like something:1, for instance 13:1. It means that our model needs to be 13 times smaller than the original vehicle. In order to calculate the model&#8217;s dimensions we need at least one dimension of the original vehicle. Blueprints usually come with no dimensions (with the usual exception of those of the manufacturer-provided blueprints for the construction equipment), so we need to find some dimension somewhere else. <a href="http://www.wikipedia.org/" target="_blank">Wikipedia</a> is quite a good place to search in, as it often provides the general dimensions of the specific versions of a given vehicle. The dimensions we&#8217;re most likely to find are the length and width, and those are very useful, while dimensions such as wheel span or wheelbase are not. I recommend looking for the general length, because it&#8217;s the largest dimension and it provides the best accuracy for our calculation.</p>
<p>Let&#8217;s  assume we have our blueprint printed out already, and we know the length of the original vehicle. We&#8217;re going to use a ruler and a calculator, and to do some maths (I know, I hate it too). Let&#8217;s say that our original vehicle is 6 meters long and we want to model it in the 13:1 scale. We proceed as follows (black marks the general steps, gray marks the result for our exemplary blueprint):</p>
<ol>
<li> Convert the original vehicle&#8217;s dimension to the smallest convenient unit, usually milimeters: <span style="color: #999999;">6000 mm</span></li>
<li>Measure the corresponding dimension on the blueprint:<span style="color: #999999;"> let&#8217;s assume our printed vehicle is 200 mm long</span></li>
<li>Divide the original dimension by the bluerint&#8217;s dimension &#8211; the resulting number will be referred to as printout ratio: <span style="color: #999999;">6000/200 = 30, so our printout ratio is 30</span></li>
</ol>
<p>Now we can calculate any dimension of the model, let&#8217;s assume we want to calculate its width:</p>
<ol>
<li>Measure the width on the blueprint: <span style="color: #999999;">let&#8217;s assume it&#8217;s 80 mm</span></li>
<li>Multiply the blueprint&#8217;s dimension by the printout ratio: <span style="color: #999999;">80 * 30 = 2400</span></li>
<li>Divide the result by the scale (the first number of something:1): <span style="color: #999999;">2400 / 13 = approx. 184.615</span></li>
<li>Divide the result by 8 to get the dimension in studs (because we operate on milimeters and 1 stud is equal to 8 mm): <span style="color: #999999;">184.615 / 8 =  approx. 23,077</span></li>
<li>Round the result (on assumption that the smallest size unit we can model in a typical LEGO construction is half of the stud) : <span style="color: #999999;">23,077 = 23 studs</span></li>
</ol>
<p>We can get any final dimension by repeating the steps 1-5. As you can see this is not so scary (yet). If you&#8217;re perverted enough to actually enjoy the maths, you will probably enjoy putting the steps 1-5 into a single mathematical formula:</p>
<blockquote><p>blueprint&#8217;s dimension (mm) * printout ratio / scale / 8 = model&#8217;s dimension (studs)</p></blockquote>
<p>E.g. 80 mm * 30 / 13 / 8 = 23,077 studs</p>
<p>If you&#8217;re not operating on the metric system, you can convert your measurements to milimeters using <a href="http://www.worldwidemetric.com/metcal.htm" target="_blank">one of many converters</a>, or simply use the imperial version of the aforementioned formula:</p>
<blockquote><p>blueprint&#8217;s dimension (inches) * printout ratio / scale / 0.31496 = model&#8217;s dimension (studs)</p></blockquote>
<p>E.g. 3.1496 inches * 30 / 13 / 0.31496 = 23,077 studs</p>
<p><strong>The second case</strong> is easier. All we need is the diameter of the LEGO wheel we want to use (together with the tire, measured in studs) and the blueprint. Let&#8217;s assume our wheel has a diameter equal to 8 studs. We proceed as follows (black marks the general steps, gray marks the result for our exemplary blueprint):</p>
<ol>
<li>Measure the diameter of a wheel on the blueprint: <span style="color: #999999;">let&#8217;s assume it&#8217;s 50 mm</span></li>
<li>Divide the diameter of our LEGO wheel by the diameter of the wheel on the blueprint &#8211; the resulting number will be referred to as scale ratio: <span style="color: #999999;">8 / 50 = 0.16, so our scale ratio is 0.16</span></li>
<li> The scale ratio simply shows how many studs in our model is equal to 1 mm on the blueprint, therefore we can now calculate any dimension by simply measuring it on the blueprint and multiplying it by the scale ratio: <span style="color: #999999;">e.g. if our vehicle is 200 mm long on the blueprint, it will be 32 studs (200 * 0.16) long in the LEGO version</span></li>
<li> Again, the resulting numbers (scale ratio and final dimensions) should be rounded to reasonable values.</li>
</ol>
<p>And again, the maths-loving perverts will enjoy putting steps 1-3 into a single formula:</p>
<blockquote><p>(LEGO wheel&#8217;s diameter / diameter of a wheel on the blueprint) * blueprint&#8217;s dimension = model&#8217;s dimension (studs)</p></blockquote>
<p>This time the formula is units-independent.  Consider two examples: we will calculate the same dimension (e.g. 100mm which is equal to 3.937 inches) with the same blueprint&#8217;s wheel&#8217;s diameter (e.g. 50 mm which is equal to 1.968 inches) for a LEGO wheel that has 8 studs in diameter using metric and imperial system separately:</p>
<p>Metric: (8 / 50) * 100 = 16 studs<br />
Imperial: (8 / 1.968) * 3.937 = 16.004 studs (the .004 studs results from rounding the dimensions in inches and should be ignored)</p>
<p>This is it. You should now be able to calculate all required dimensions, regardless of the case and units system, using just a calculator and a measuring tool. For some extra tips on scaling please refer to the section 5.</p>
<p><strong>4. Tracked vehicles</strong></p>
<p>Tracked vehicles are an exceptional case when there is no determined scale and you are seeking to set one. This is because of three reasons:</p>
<ul>
<li>the size of the road / tension wheels doesn&#8217;t impact the general proportions of the model as much as it does with wheeled vehicles</li>
<li>the width of both old &amp; new tracks is fixed (although it can be modified to a certain degree; more on this in the section 5)</li>
<li>the minimal width of a tracked model is usually larger than in case of the wheeled vehicles</li>
</ul>
<p>First, let&#8217;s clarify the wheels&#8217; issue. It&#8217;s kind of ironic, but a typical tracked vehicle can have up to 4 types of wheels:</p>
<ul>
<li>road wheels (wheels that the vehicle basically stands on; they are separated from the ground only by the tracks, usually have suspension and are not driven)</li>
<li>tension wheels (the first and last wheels that extend the tracks to their maximum length; they are usually located above the ground and have no suspension, but in some set-ups they act as the first &amp; last road wheels too)</li>
<li>drive wheels (all the wheels that the drive is directly transferred to; usually the last or the first pair of the tension wheels act as drive wheels, but sometimes a single wheel can act as a tension, drive &amp; road wheel at the same time)</li>
<li>return rollers (the usually small wheels that support the upper section of the track and keep it from hanging down; they are never driven, they are almost never suspended, and many tracked vehicles don&#8217;t use them at all)</li>
</ul>
<p><img class="aligncenter size-full wp-image-1151" title="tankwheels" src="http://sariel.pl/wp-content/uploads/2009/12/tankwheels.png" alt="" width="560" height="350" /></p>
<p>Let&#8217;s consider a LEGO model of a tank to see the importance of these factors. We obviously want our tank to be able to turn as well as to drive straight, so we have to use more than a single motor to drive it (we can use a <a href="http://sariel.pl/2009/01/subtractor/" target="_blank">subtractor</a> too, but it does almost no difference in terms of width. Since tanks tend to have relatively wide hulls, and we want the drivetrain to use as little space as possible, the best solution is to locate the motors transversely, back-to-back, so that their output axles can go straight into the drive wheels (but there can be some gears in between too). In case of the PF motors which are 6 studs long (both Medium and XL ones) it means that the space inside the hull has to be at least 12 studs wide, plus 2 more studs for the sides of the hull, plus the width of two, sometimes more tracks (2&#215;3 studs for older tracks and 2&#215;5 studs for the newer ones), and eventually plus the width of the side skirts, if present. If we want to build a large model of a modern tank, we will need to use the newer tracks (the older ones look bad with large models) and most likely include the side skirts. Which means: 12 studs (internal hull space) + 2 studs (two sides of the hull) + 10 studs (2 sets of newer tracks) + 1 or 2 studs (depending on how thick we want the side skirts to be) = 25 or 26 studs. Therefore we can safely assume that a large model with newer tracks has to be at least 24 studs wide, not including the side skirts. This is exactly the assumption that determined the scale of my recent tank models, e.g. the <a href="http://sariel.pl/2009/01/abrams-m1a2/" target="_blank">Abrams M1A2</a> and the <a href="http://sariel.pl/2009/08/leclerc/" target="_blank">Leclerc T6</a>. At this scale the newer tracks are usually just as wide as needed, at least for modern tanks, while the diameter of the road wheels should be usually between 3 or 4 studs according to the scale, and even making it 3 studs instead of 4 in <a href="http://sariel.pl/2009/01/abrams-m1a2/" target="_blank">my Abrams model</a> still resulted in a successful construction. Which means that out of the three factors mentioned at the beginning of this section, the most important one is usually the minimum width that complies with technical requirements, and the least important one is usually the size of the road wheels.</p>
<p><span style="color: #888888;">Side view of <a href="http://sariel.pl/2009/01/abrams-m1a2/" target="_blank">my Abrams M1A2 model</a>, with road wheels 25% smaller than they should be.</span></p>
<p style="text-align: center;"><img class="aligncenter size-full wp-image-1158" title="dscn9340" src="http://sariel.pl/wp-content/uploads/2009/12/dscn9340.jpg" alt="" width="560" height="420" /></p>
<p>Things get a bit different with some other types of the tracked vehicles. The category of construction equipment is particularly filled with diverse tracked vehicles. For instance the tracked bulldozers often have narrow hull &#8211; sometimes constituting to less than half of the vehicle&#8217;s total width. To build a motorized model of such a machine with the older tracks would be nearly impossible, and to build it with the newer tracks would require placing the drive motors side-to-side. In case of PF Medium motors (in most cases well fit to drive a model of this size) it means 6 studs of minimum internal hull width. I went even further with <a href="http://sariel.pl/2009/05/caterpillar-d9t/" target="_blank">my Caterpillar D9T model</a> &#8211; it had small openings in the sides of the hull, so that the motors would fit into a 6-studs wide hull with just 4 studs of internal width. It was somewhat extreme approach, but again proved successful &#8211; and in this model the width of the tracks and the road wheels&#8217; diameter have been crucial to determining the scale.</p>
<p><span style="color: #888888;"><a href="../2009/05/caterpillar-d9t/" target="_blank">Caterpillar D9T model</a> with just 6-studs wide hull. Some viewers are still surprised that it housed 5 motors, a regular battery box and two IR receivers. It had more functions than the legendary LEGO 8275 bulldozer, while being roughly 50% smaller.</span></p>
<p style="text-align: center;"><img class="aligncenter size-full wp-image-1159" title="img_2056" src="http://sariel.pl/wp-content/uploads/2009/12/img_2056.jpg" alt="" width="560" height="420" /></p>
<p>There are many other types of tracked vehicles that we will not consider here &#8211; for instance the crawler cranes, the tracked excavators, tractors and loaders &#8211; and each of these types has its own specific proportions. While the three aforementioned factors remain essential to determining the model&#8217;s scale, their individual importance should be considered separately for each type of the vehicle.</p>
<p><strong>5. Tips &amp; tricks</strong></p>
<ul>
<li>Including the specificity of the LEGO bricks into the scaling process</li>
</ul>
<p>LEGO bricks are very universal and provide great possibilities to explore, but they have their limitations too. For instance some details have to be discarded as to small, because it&#8217;s difficult to model something smaller than a single stud. Some model-builders cross this border quite successfully, but it usually requires truly masterful skills. LEGO bricks are also generally inaccurate when it comes to modeling some round and oval and irregular shapes. Many builders tend to approximate the challenging shapes with available LEGO bricks rather than try to model them with a perfect accuracy. A number of issues with possible solutions is listed below.</p>
<p><span style="color: #888888;">The steered wheels in LEGO models rarely have realistic steering geometry. In the real world the steered wheels usually rotate around a vertical axis that goes through their center. In the LEGO world this is possible almost exclusively with the wheels &amp; suspension components from the 8448 set, so most of the wheels usually rotate around the axle located at their side. It means that they need more space to rotate than the real wheels, and thus their mudguards have to be more spacious than their real counterparts. Note the front mudguards of <a href="http://sariel.pl/2009/01/tow-truck/" target="_blank">my Tow Truck</a> built around steered &amp; suspended wheels: even though their shape was carefully modeled with multiple small pieces, they are still much larger and more massive than the mudguards of the real trucks.</span></p>
<p><img class="aligncenter size-full wp-image-1169" title="dscn7565" src="http://sariel.pl/wp-content/uploads/2009/12/dscn7565-e1262121916226.jpg" alt="" width="560" height="420" /></p>
<p><span style="color: #888888;">This beautiful, small model of the Ford GT by a renown model-builder <a href="http://www.mocpages.com/home.php/12960" target="_blank">Firas</a> uses custom stickers to separate the white stripes in half, because there are no LEGO parts thin enough. Note the extremely tight mudguards, only present in models that have no steering system nor suspension.</span></p>
<p style="text-align: center;"><a href="http://www.mocpages.com/moc.php/113937" target="_blank"><img class="aligncenter size-full wp-image-1171" title="12404273414_DISPLAY" src="http://sariel.pl/wp-content/uploads/2009/12/12404273414_DISPLAY-e1262122521771.jpg" alt="" width="560" height="420" /></a></p>
<p><span style="color: #888888;">The round shapes of the body of <a href="http://sariel.pl/2008/12/hotred/" target="_blank">one of my hotrods</a> have been only conventionally marked with flexible axles. Even though this technique has been sanctioned by some of the official LEGO sets, it remains controversial among the model-builders&#8217; community.</span></p>
<p><img class="aligncenter size-full wp-image-1172" title="08" src="http://sariel.pl/wp-content/uploads/2009/12/08-e1262122913118.jpg" alt="" width="560" height="420" /></p>
<p><span style="color: #888888;">Many of the existing LEGO wheels have different diameter-to-width ratio than the real wheels; namely, they tend to be wider. It is particularly troublesome for small models and results in some uneasy concessions. This is why these models of trucks built for <a href="http://www.doublebrick.com/htc" target="_blank">the Hard Truck Contest</a> held in Russia have two wheels on rear axles while the real trucks have four.</span></p>
<p><img class="aligncenter size-full wp-image-1173" title="htc-23" src="http://sariel.pl/wp-content/uploads/2009/12/htc-23-e1262123390925.jpg" alt="" width="560" height="373" /></p>
<ul>
<li>Modifying the width of the tracks</li>
</ul>
<p>The standard LEGO tracks, both older &amp; newer ones, are compliant with many other LEGO parts. Both types can have additional parts added outside to appear wider and larger. The older, 3-studs wide tracks work best with thin plates, while the newer, 5-studs wide tracks work best with Technic bricks.</p>
<p><span style="color: #888888;">This acclaimed tractor built by <a href="http://www.brickshelf.com/cgi-bin/gallery.cgi?m=Noddy" target="_blank">Noddy</a> uses 1x4s plates to make the older tracks slightly wider and more massive. Note that the size of the tracks&#8217; treads allows to add plates on every second tread only.</span></p>
<p style="text-align: center;"><img class="aligncenter size-full wp-image-1162" title="02" src="http://sariel.pl/wp-content/uploads/2009/12/02.jpg" alt="" width="576" height="576" /></p>
<p><span style="color: #888888;">Close view of <a href="http://sariel.pl/2009/02/snowgroomer/" target="_blank">my Snowgroomer</a> shows the newer tracks with 1x8s Technic bricks attached to every tread. It results in a very strong and robust set-up.</span></p>
<p style="text-align: center;"><img class="aligncenter size-full wp-image-1163" title="img_0749" src="http://sariel.pl/wp-content/uploads/2009/12/img_0749.jpg" alt="" width="560" height="420" /></p>
<ul>
<li>Adapting shape of PF elements to save space</li>
</ul>
<p>Some PF elements come in shapes that can be often adapted as parts of the model. For instance the round shape of the PF motors makes them adaptable as side fuel tanks is some vehicles (especially trucks), while the new rechargeable battery can be easily integrated into some brick-built elements where its shape doesn&#8217;t stand out. Moreover, almost all the PF elements share a common, simple color theme which can be used to make them match the rest of the model.</p>
<p><span style="color: #888888;"><a href="http://sariel.pl/2009/11/scania-dump-truck/" target="_blank">My Scania dump truck model</a> was driven by two PF XL motors. Having a very limited amount of space to use, I decided to locate these motor in such a manner that they resembled side fuel tanks.</span></p>
<p style="text-align: center;"><img class="aligncenter size-full wp-image-1165" title="dsc02257" src="http://sariel.pl/wp-content/uploads/2009/12/dsc02257.jpg" alt="" width="560" height="373" /></p>
<p><span style="color: #888888;"><a href="../2009/11/scania-dump-truck/" target="_blank">The same  Scania model</a> had a PF rechargeable battery located between the seats inside the cabin and fully integrated into the cabin interior, with a matching color theme used.</span></p>
<p style="text-align: center;"><img class="aligncenter size-full wp-image-1166" title="DSC02253" src="http://sariel.pl/wp-content/uploads/2009/12/DSC02253.jpg" alt="" width="560" height="373" /></p>
<p><span style="color: #888888;"><a href="http://sariel.pl/2009/01/forklift-pf/" target="_blank">My PF Forklift</a> was intended to have a naked, raw Technic look, but the use of a matching color theme and putting the PF elements in carefully considered places made them look like integral parts of the model.</span></p>
<p style="text-align: center;"><img class="aligncenter size-full wp-image-1167" title="dscn9894" src="http://sariel.pl/wp-content/uploads/2009/12/dscn9894.jpg" alt="" width="560" height="420" /></p>
<ul>
<li>Using optical tricks</li>
</ul>
<p>This is actually much simpler than it sounds. There are few simple rules: for instance dark colors make models appear more massive. Dark colors also come in handy in those parts of the model where some gaps are difficult to avoid: using black parts in such a place makes the gaps almost invisible. Sometimes you have to choose whether to make a certain part of the model larger or smaller than the scale implies; when doing so, try to estimate what impression will a viewer get from both versions, and pick the more desired one. Example: I have built two models of similar tanks at a similar scale, and with both tanks the diameter of the main gun&#8217;s barrel implied by the scale was 1.5 stud. It&#8217;s difficult to make a long, smooth-looking object 1.5 stud thick, so I made the barrel slightly thinner in one tank, and slightly thicker in another. Many people complained about the thinner barrel, but no one complained about the thicker one &#8211; this is because it made a threatening impression on the viewers, and this is the kind of impression that is generally expected from tanks.</p>
<p><span style="color: #888888;">Sometimes a simple trick can make a big difference. My <a href="http://sariel.pl/2009/04/crusader/" target="_blank">Crusader</a>, a simple half-track truck, was so small that its motors and its battery box could be only located inside its cargo case. When I tried to cover these elements up with some plates, it didn&#8217;t look like a cargo case at all &#8211; in fact, it looked pretty weird. Eventually I left them uncovered on a purpose, so that they would look like an actual cargo being transported by the model, and it had a much better effect.</span></p>
<p><img class="aligncenter size-full wp-image-1177" title="img_1958" src="http://sariel.pl/wp-content/uploads/2009/12/img_1958-e1262125837819.jpg" alt="" width="560" height="420" /></p>
<ul>
<li>Knowing what to sacrifice</li>
</ul>
<p>This is probably the most crucial skill when it comes to really challenging or feature-packed models. In most cases there are two aspects of a model that have to be balanced: its aesthetics and functionality. Some models are built only for one of these two aspect and ignore the other, but the real art of model-building is to blend these two aspects together seamlessly. Some models, however, require the builder to sacrifice some of one aspect for the sake of another because of e.g. the scale chosen or some technical limitations. The final choice of what is the most important in a given model is up to you, and here are some examples.</p>
<p><span style="color: #888888;">My first own model, <a href="http://sariel.pl/2008/12/liebherr-t282b/" target="_blank">the LiebherrT282B</a>, didn&#8217;t look pretty but had a long list of features including a full suspension, 4&#215;4 drive, rear differential lock and even a manual gearbox. To include all of it into a relatively small construction, I decided to make a somewhat funny compromise: the battery box was located inside the cargo case. The case looked fine from the outside and still could be pneumatically elevated, but it was useless because its inside was shallow and had a central opening to fit the battery box in.</span></p>
<p><img class="aligncenter size-full wp-image-1175" title="dscn5655" src="http://sariel.pl/wp-content/uploads/2009/12/dscn5655-e1262124376741.jpg" alt="" width="560" height="420" /></p>
<p><span style="color: #888888;">The first model I&#8217;ve ever built, <a href="http://sariel.pl/2008/12/mark-i/" target="_blank">the Mark I tank</a>, was based on a static model created by <a href="http://www.brickshelf.com/cgi-bin/gallery.cgi?m=pepik" target="_blank">pepik</a>. It was extremely small and literally built around a battery box. There was no place for any substantial gear reduction, so the model worked fine except it ran at incredible speed. It looked well and maintained the proper proportions, but its functionality was more suited for a F1 car than for a tank.</span></p>
<p><img class="aligncenter size-full wp-image-1176" title="size1" src="http://sariel.pl/wp-content/uploads/2009/12/size1-e1262124816106.jpg" alt="" width="560" height="420" /></p>
<p><span style="color: #888888;"><a href="http://sariel.pl/2009/02/liebherr-r996/" target="_blank">My model of the Liebherr R996 Litronic excavator</a> was small, had no motors in the chassis and half of the hull&#8217;s inside taken by a battery box. Still, I managed to fit 6 motors in it by placing 3 of them inside its arm. It degraded the look of the arm, but at this scale I could have a bad-looking arm or a completely static arm. Moreover, since the model used linear actuators instead of pneumatics, it has severely simplified the transmission system in the arm.</span></p>
<p><img class="aligncenter size-full wp-image-1178" title="6" src="http://sariel.pl/wp-content/uploads/2009/12/6-e1262126268157.jpg" alt="" width="560" height="420" /></p>
<p>I hope this tutorial was helpful to you. As mentioned at the beginning, there are dozens of model-builders much better than I am, so while the rules explained in this tutorial remain more or less universal, feel encouraged to seek inspiration in the work of other builders. If you have suggestions, corrections etc., please include them in comments.</p>
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		<title>Gears Tutorial</title>
		<link>http://sariel.pl/2009/09/gears-tutorial/</link>
		<comments>http://sariel.pl/2009/09/gears-tutorial/#comments</comments>
		<pubDate>Tue, 29 Sep 2009 21:17:43 +0000</pubDate>
		<dc:creator>Sariel</dc:creator>
				<category><![CDATA[Tutorials]]></category>

		<guid isPermaLink="false">http://sariel.pl/?p=890</guid>
		<description><![CDATA[A complete tutorial on Lego gears, their advantages and disadvantages as well as the basic laws of mechanics that apply to them. Updated on February 19th 2010. When I describe my constructions or ideas, and when I explain their functionality, I usually assume that readers have the basic understanding of mechanics and of the rules [...]]]></description>
			<content:encoded><![CDATA[<p style="text-align: center;"><a href="http://sariel.pl/2009/09/gears-tutorial/"><img class="aligncenter size-full wp-image-891" title="Gears" src="http://sariel.kei.pl/sariel-pl/wp-content/uploads/2009/09/3.png" alt="Gears" width="500" height="375" /></a></p>
<p>A complete tutorial on Lego gears, their advantages and disadvantages as well as the basic laws of mechanics that apply to them. <strong>Updated</strong> on February 19th 2010.</p>
<p><span id="more-890"></span></p>
<p>When I describe my constructions or ideas, and when I explain their functionality, I usually assume that readers have the basic understanding of mechanics and of the rules that apply to gears. This assumption, it seems, is sometimes wrong. Even though it may appear frustrating at times, I see no real reason to ignore the people who have not yet learnt how the gears work, nor to deny them the pleasure of building with Lego Technic. Having considered that, I prepared a document in which I&#8217;ve attempted to cover my entire knowledge on gears in an accessible manner. The tutorial you&#8217;re about to read should hopefully be useful both to beginners and to experienced builders. For better clarity it was divided into sections.</p>
<p><strong><span style="text-decoration: underline;">Contents:</span></strong></p>
<ol>
<li>Introduction to gears</li>
<li>Basic rules</li>
<li>Types of gears</li>
<li>Gear ratios</li>
<li>Efficiency</li>
<li>Backlash</li>
<li>Appendixes</li>
</ol>
<p><strong>1. Introduction to gears</strong></p>
<p>What do we need gears for? A very usual answer is: to transfer the drive from a motor to the final mechanism. It is true, but not entirely correct. The essential purpose of gears is to transform the properties of a motor to suit our purposes in the best way possible. Transferring the drive is in fact a side-effect of this process.</p>
<p>Gears can be obviously used with all kinds of drive, be it an electric motor, a manual crank, a wind turbine, a mill wheel, whatever. For the purposes of this document we assume that drive is provided by an electric motor, because it&#8217;s a popular solution with Lego Technic, and one with constant properties that can be transformed with gears.</p>
<p>Every motor has its mechanical power, specific for a given type of motor. A number of types of Lego motor exists, some types offering greater power than the others. The important thing is that mechanical power of a motor consists of two factors: speed and torque. These are the two properties we can transform using gears.</p>
<p>Speed is simply the number of rotations of a driveshaft that the given motor produces within a given time interval. The higher the speed, the more rotations we get. In mechanics, speed is usually measured with RPM, that is Revolutions Per Minute. One RPM means one revolution of the motor&#8217;s driveshaft per minute &#8211; which is really slow. Most of the Lego motors offers more than 100 RPM.</p>
<p>Torque is the strength with which the driveshaft is rotated. The higher the torque, the more difficult it is to stop the driveshaft. Therefore motors which offer high torque are usually preferred to the other, because they can drive heavier vehicles or more complex mechanisms than the motors with low torque. The torque is measured in N.cm, and all we need to know is that the more N.cm, the stronger the motor.</p>
<p>The mechanical power is, in a certain simplification, the quotient of torque and speed. If we increase torque and/or speed, the mechanical power will be increased accordingly. In fact, the torque of a motor is constant &#8211; it can&#8217;t be changed without changing the motor&#8217;s construction. The speed, on the other hand, depends on the voltage at which the motor is powered. The higher the voltage, the higher the speed, which allows to increase the motor&#8217;s mechanical power by manipulating the voltage of its power supply. The official standard for Lego motors is 9V voltage, which is equal to the voltage of six AA batteries. The recently released Lego rechargeable battery provides 7.4V. It means that the motors powered from the battery have lower mechanical power than the ones powered from the AA batteries, but this is just a theory, because the voltage provided by the AA batteries decreases over time, and the voltage provided by the Lego battery remains more or less constant. Some experiments are done with motors powered at 12V, and though the motors produce higher mechanical power under these conditions, it should be noted that they were designed for 9V, not 12V, and it may result in a fatal damage to the motors. In this document we assume that all motors run at the same voltage, whether it&#8217;s 9V or less. You can find an exhaustive description of the performance of specific Lego motors <a href="http://www.philohome.com/motors/motorcomp.htm" target="_blank">here</a>.</p>
<p>What do we need the speed and torque for? That is actually different for each mechanism. Consider a model of a sport car &#8211; we want it to be light and fast. It means that we certainly need large speed, but not the torque, because a light vehicle requires little torque to move. Using gears, we can transform torque into speed, or speed into torque. There are two very important, but very simple rules for that:</p>
<blockquote><p>- if we drive a large gear with a small gear, we increase the torque but decrease the speed (that is called gearing down)<br />
- if we drive a small gear with a large gear, we increase the speed but decrease the torque (that is called gearing up)</p></blockquote>
<p><img class="aligncenter size-full wp-image-899" title="6" src="http://sariel.kei.pl/sariel-pl/wp-content/uploads/2009/09/6.png" alt="6" width="500" height="375" /></p>
<p>The best thing is that we can transform part of one property to increase the other, we don&#8217;t need to transform all of it. In the case of our sport car it means that we can pick a drive motor, and use the first of the aforementioned rules to gain extra speed at the cost of some needless torque. How much torque can we transform depends mainly on the car&#8217;s weight, so it&#8217;s a different value for every model. Experienced builders can estimate the range of possible transformation knowing just the vehicle&#8217;s weight and the type of the motor used to drive it. The basic rule is: speed and torque are inversely proportional. It means that if we decrease the speed twice, the torque is increased twice.</p>
<p>A different example would be a rail crossing barrier. We can raise or lower it with motor, but the nominal speed of any motor will be probably too large. A barrier should take at least several seconds to be fully raised or lowered, and most of the Lego motors run at more than 100 RPM. We need to use gears to get rid of this needless speed, and in exchange for that we will get extra torque, which can be used to operate a longer and heavier barrier. In this case, we use the second of the aforementioned rules.</p>
<p>Now that we know what gears can do, let&#8217;s have some theory.</p>
<p><strong>2. Basic rules</strong></p>
<p>In the first section we have learned the two rules of transferring torque into speed or speed into torque. We know what to use the gears for, and now we will learn how to use them. We will need a number of notions for that.</p>
<p>We can talk about using gears to transform motor&#8217;s properties when there are no less that two gears meshed, each set on a separate axle. The gear that is closest to the motor is called a driver gear. The gear that receives the drive from it is called a follower gear. On the diagram below the driver and follower gear are marked green and red respectively.</p>
<p><img class="aligncenter size-full wp-image-893" title="1" src="http://sariel.kei.pl/sariel-pl/wp-content/uploads/2009/09/1.png" alt="1" width="500" height="375" /></p>
<p>Almost every mechanism has its driver and follower gear. In every pair of meshed gears there is a driver gear and a follower gear. It should be sufficient to remember that the driver gear is the one the drive is transferred from, and the follower gear is the one the drive is transferred to.</p>
<p>As you may have noticed, on the diagram above axles are marked with the same colours as the gears. That is because we can talk about axles in the same manner in which we have just described the gears. In fact, many mechanisms have covered or hidden gears but clearly visible axles, so this approach is often more convenient. In this case we call the axle with the driver gear (green) an input axle, and the axle with the follower gear (red) an output axle. That&#8217;s it: input and output, just like the driver and follower. Most of the mechanisms have usually a single input axle (because it&#8217;s difficult to drive many input axles with a single motor), but there are multiple output axles possible. The popular differential mechanism is a good example of one input / many outputs solution:</p>
<p><img class="aligncenter size-full wp-image-896" title="2" src="http://sariel.kei.pl/sariel-pl/wp-content/uploads/2009/09/2.png" alt="2" width="500" height="375" /></p>
<p>It doesn&#8217;t end just with the driver gear and follower gear: we have also an idler gear. If there is a number of gears meshed one by one, then only the first one is the driver gear and only the last one is the follower gear. All the gears in between are called idler gears, and that&#8217;s because they could as well not exist. Their presence does not affect how the torque and speed are transformed: only driver and follower gear determine that.</p>
<p><img class="aligncenter size-full wp-image-897" title="4" src="http://sariel.kei.pl/sariel-pl/wp-content/uploads/2009/09/4.png" alt="4" width="500" height="375" /></p>
<p>On the diagram above the large gray gear is meshed with driver gear at one side and with follower gear at the other. This is typical for idler gears: being meshed with many gears at the same time. Idler gears are usually meshed with two gears at the same time, while the driver and follower gear are only meshed with one. This is an easy way to identify the idler gears, but there are exceptions.</p>
<p><img class="aligncenter size-full wp-image-898" title="8" src="http://sariel.kei.pl/sariel-pl/wp-content/uploads/2009/09/8.png" alt="8" width="500" height="375" /></p>
<p>The diagram above shows two sets of gears. The left set contains a driver gear, a follower gear and two gears in between, each meshed with a single gear only. These two gears are set on the same axle, which means that they can be idler gears (not possible if they had separate axles), and they are of the same size, which means that they surely are idler gears. That is because many gears of the same size set on the same axle always act like a single gear &#8211; no matter whether there are 2 gears or 200. The right set also contains a driver gear, a follower gear and two gears in between, except these two gears are of different size. If they have different sizes while sharing the same single axle, they can&#8217;t be idler gears. That is because the difference in their sizes affects how the torque and speed are transformed between the driver gear and the follower gear. More precisely, the size of a gear affects the torque it transfers &#8211; we see that the gears share the same single axle, so their speeds must be equal, but their sizes are clearly different.</p>
<p>With this classification in mind, we can now have an exact look at the types of Lego gears.</p>
<p><strong>3. Types of gears</strong></p>
<p>Lego has released plenty of various types of gears in the history of Technic line. Below is the list of the ones that are still in use:</p>
<p><img class="aligncenter size-full wp-image-901" title="3" src="http://sariel.kei.pl/sariel-pl/wp-content/uploads/2009/09/32.png" alt="3" width="500" height="375" /></p>
<p>As you can see there are 13 classic, round gears, and there is one special gear called a worm gear. Moreover, the round gears can be divided into two groups: the regular ones with square teeth, and the bevel ones with rounded teeth. Practically any gear of the first group can be used with any gear of the second group. The unique property of the bevel gears is that they can be meshed in both parallel and perpendicular manner. They are also more convenient to use with liftarms because of their size. However, they are not suitable for use with the Lego chain.</p>
<p>Let&#8217;s have a short description of each gear on the list (bevel gears have the word bevel in their names):</p>
<p><strong>8 teeth gear</strong> &#8211; the smallest gear currently being produced, and a very fragile one. It&#8217;s not suited for high torque, but very popular, especially for gearing down (being the smallest, it is obviously the most efficient at it). There are at least three different variants of this gear, and the most sought for one is reinforced by extra layer of plastic around the axle, between the teeth.</p>
<p><strong>12 teeth gear</strong> <strong>(a single bevel one)</strong> &#8211;  the smallest bevel gear currently being produced. It&#8217;s not really useful for gearing down or up, but irreplaceable with differential mechanisms and very popular when there is a need to transfer the drive in a perpendicular manner inside a limited space. Easily broken under high torque, which led to complete absence of differentials in e.g. some trial trucks.</p>
<p><strong>12 teeth gear (a double bevel one)</strong> &#8211; the smallest double bevel gear currently being produced. It&#8217;s much stronger than its single bevel counterpart, and is most usually used together with a 20 teeth double bevel gear.</p>
<p><strong>14 teeth gear</strong> &#8211; the predecessor of the 12 teeth single bevel gear. It was the first gear designed specifically for differential mechanisms, but proved so very fragile that it was later replaced by the 12 teeth version. It is no longer used in the official Lego models and is unpopular with builders.</p>
<p><strong>16 teeth gear (a regular one)</strong> &#8211; a reasonably strong and useful gear. This is the smallest gear that can be operated with Lego chain, and a popular one thanks to its convenient size.</p>
<p><strong>16 teeth gear (with clutch)</strong> &#8211;  available almost exclusively in dark gray, a gear designed specifically for gearboxes. It&#8217;s weaker than the regular version and doesn&#8217;t work well with Lego chain (it has a tendency to slip on it because of shorter teeth). Instead, it has the unique ability to be engaged or disengaged by the transmission driving ring. Without the ring, it remains loose on the axle, but it can be meshed with an old-type halfbush (the one with teeth) and thus get fixed to the axle.</p>
<p><strong>20 teeth gear (a single bevel one)</strong> &#8211; larger version of the 12 teeth single bevel gear. Rare and not really popular because of its thin body which makes it snap under high torque.  Usually meshed with a 12 teeth double bevel gear or 20 teeth double bevel gear.</p>
<p><strong>20 teeth gear (a double bevel one)</strong> &#8211; very popular, strong and reliable gear. Most commonly used together with a 12 teeth bevel gear, but useful in different setups too.</p>
<p><strong>24 teeth gear (a regular one)</strong> &#8211; another popular, strong and reliable gear. There are at least three different variants of this gear, the newest ones being the strongest ones. One of the most useful gears ever.</p>
<p><strong>24 teeth gear (with clutch)</strong> &#8211; a specific version of the 24 teeth gear, not related to the 16 teeth gear with clutch. It&#8217;s always white and dark gray in the middle, and it has the unique ability to harmlessly slip around the axle if a sufficiently high torque is applied. It makes it a very useful and sought for gear, although a rare one. Most usually it is used for end-to-end applications, that is applications when motor can only run until it reaches a certain point. This includes for instance almost all steering mechanisms, where the wheels can be turned only by a limited angle, or the aforementioned railroad barrier mechanism, where the barrier can be only raised or lowered to some degree. In this type of mechanisms this gear slips when that end point is reached, so that the motor can continue to run while the mechanism is stopped. Another example are winches in the official Lego sets with motorized winches (e.g. 8297), where this gear is used to make sure that motor doesn&#8217;t get damaged when the end of winch&#8217;s string is reached. Please note that this gear slips under a very specific amount of torque &#8211; and in most cases you will want it to slip only under extremely high torque (e.g. to make sure that the steering mechanisms stops turning when the end point is reached, not when a wheel meets an obstacle). This can be achieved by using this gear right after the driver gear:</p>
<p><img class="aligncenter size-full wp-image-903" title="7" src="http://sariel.kei.pl/sariel-pl/wp-content/uploads/2009/09/7.png" alt="7" width="500" height="375" /></p>
<p>Thanks to Jetro de Château it is confirmed that there have been at least three versions of this gear released over the years (photo courtesy of Jetro de Château):</p>
<p><img class="aligncenter size-full wp-image-1302" title="24 tooth gear with clutch" src="http://sariel.pl/wp-content/uploads/2009/09/SNC00226.jpg" alt="" width="560" height="210" /></p>
<p>From left to right, these are:<br />
- version that came with the 8479 set, it has a light gray center and require more torque to slip<br />
- version that is most commonly used, with dark gray center<br />
- version from an unknown set(s), with smooth sides (no clutch power indications)</p>
<p><strong>24 teeth gear (with crown)</strong> &#8211;  a really old design, the first gear among the regular gears which could be meshed in a perpendicular manner. Again, there are at least three variants of this gear, the older and weaker ones gradually replaced with never and stronger versions. The arrival of bevel gears made it one of the currently most unpopular gears; it&#8217;s weak and inconvenient to use. Still, it can be sometimes useful due to it&#8217;s unusual shape.</p>
<p><strong>Worm gear</strong> &#8211; a gear with a number of unique properties. Firstly, it can be only used as the driver gear, never as the follower gear. It comes in handy for mechanisms that need to e.g. lift something up and keep it lifted; in this case worm gear acts like a lock that keeps the desired part of mechanism lifted without putting its load on the motor. There is a lot of possible applications for this worm gear&#8217;s property, for instance many types of cranes or forklifts, railroad barriers, drawbridges, winches, and basically every mechanism that needs to keep something steady once the motor stops.</p>
<p>Secondly, the worm gear is extremely efficient for gearing down. It is theoretically 8 times more efficient that the 8 teeth gear, because every revolution of the worm gear rotates the follower gear by just a single teeth. Therefore worm gears are used for gearing down whenever there is a very high torque or low speed needed and there is little space to use.</p>
<p>Finally, as the worm gear rotates, it has a tendency to push against the follower gear and slide along its own axle. Usually this tendency has to be stopped by a strong casing around the worm gear, but there are certain mechanisms that use it to move worm gear from one place to another, for instance my <a href="http://sariel.pl/2008/12/pneumatic-autovalve/" target="_blank">pneumatic autovalve</a> or my <a href="http://sariel.pl/2009/09/automated-trafficators-system/" target="_blank">automated trafficators system</a>.</p>
<p>The worm gear can be used with all the listed gears. The most common use is to mesh it with a 24 teeth gear:</p>
<p><img class="aligncenter size-full wp-image-904" title="5" src="http://sariel.kei.pl/sariel-pl/wp-content/uploads/2009/09/5.png" alt="5" width="500" height="375" /></p>
<p>But it can be easily used with any other gear. You can see some examples of worm gears enclosed with follower gears inside strong casings <a href="http://sariel.pl/2009/06/worm-gear-casings/" target="_blank">here</a>. With proper spacing, it can be used with bevel gears too:</p>
<p><img class="aligncenter size-full wp-image-905" title="9" src="http://sariel.kei.pl/sariel-pl/wp-content/uploads/2009/09/9.png" alt="9" width="500" height="375" /></p>
<p>On the diagram above, there are two 12 teeth double bevel gears used. But it can be just a single double bevel gear, or two single bevel gears, or even a single single bevel gear. It&#8217;s even possible to use the worm gear to drive racks, which may result in e.g. a very compact boom extending mechanism:</p>
<p style="text-align: center;"><img class="aligncenter size-full wp-image-906" title="5" src="http://sariel.kei.pl/sariel-pl/wp-content/uploads/2009/09/5.jpg" alt="5" width="480" height="320" /></p>
<p><strong>36 teeth gear (a double bevel one)</strong> &#8211; the largest bevel gear currently being produced, and the only one with no single bevel counterpart. A convenient and surprisingly strong gear, but a rare one. Usually comes in black.</p>
<p><strong>40 teeth gear (a regular one)</strong> &#8211; the largest regular gear currently being produced. Rarely used because of its immense size, but sometimes really useful.</p>
<p>That concludes the list of gears we can usually choose from (there are some outdated gears, but they are so unique that I actually never had any in my hands). Now let&#8217;s see why the sizes of gears matter.</p>
<p><strong>4. Gear ratios</strong></p>
<p>According to <a href="http://en.wikipedia.org/wiki/Gear_ratio" target="_blank">Wikipedia</a>, the gear ratio is the relationship between the number of teeth on two gears that are meshed or two sprockets connected with a common roller chain, or the circumferences of two pulleys connected with a drive belt. We will not deal with pulleys in this document, and the ratios for sprockets connected with a common chain are exactly the same as for the gears that are directly meshed. Hence a gear ratio is simply:</p>
<blockquote><p>number of follower&#8217;s gear teeth : number of driver&#8217;s gear teeth</p></blockquote>
<p>Since the spacings between each gear&#8217;s teeth are equal, counting the number of teeth is a simple mean of calculating the gear&#8217;s circumference. And gear ratio is basically the relationship between gears&#8217; circumferences.</p>
<p>What do we need the gear ratio for? Basically to easily calculate the final speed of the mechanism and the torque it provides. Consider an 8 teeth driver gear and 24 teeth follower gear. We know from the section 1 that this is gearing down: we gain some torque, but we loose some speed. The gear ratio is 24:8, which is equal to 3:1. Please note that it is a common practice to calculate ratios in such a manner that they end with 1. Why? Because from looking at 3:1 ratio we can easily tell that it means that the revolution&#8217;s speed is reduced three times, which means that three revolutions of the driver gear / input axle result in a single revolution of the follower gear / output axle. Since the decrease of speed results in an inversely proportional increase of torque, we know that torque is increased three times.</p>
<p>Consider an opposite example: we have a 20 teeth driver gear and 12 teeth follower gear. The gear ratio is 12:20, which is equal to 0.6:1. It means that we need 0.6 revolution of the driver gear to get a single revolution of the follower gear. Hence we gain 40% of speed, but we lose 40% of torque.</p>
<p>As you could have noticed, it is easy to tell gearing up from gearing down looking at the gear ratio. If the first number of the gear ratio is greater than the second (like 3:1), this is gearing down &#8211; also called a gear reduction. If the first number of the gear ratio is smaller than the second (like 0.6:1), this is gearing up &#8211; also called a gear acceleration or an overdrive. If we have 1:1 gear ratio, speed and torque remain the same, just as if we used idler gears.</p>
<p>We can already calculate gear ratios of two meshed gears, but what if there are more gears in the mechanism? In this case, we ignore all the idler gears and calculate ratios for all pairs of driver/follower gears. Then, in order to get the final gear ratio of the entire mechanism, we simply multiply these gear ratios. Consider a mechanism from section 3, with two pairs of 8 teeth drivers and 24 teeth followers. The gear ratio of the first pair is 3:1, and so is the ratio of the second pair. If we multiply these ratios, we get the final ratio equal to 9:1 &#8211; which is true and accurate.</p>
<p>Now that we can calculate gear ratios, let&#8217;s go back to the example of idler and non-idler gear from section 2:</p>
<p><img class="aligncenter size-full wp-image-898" title="8" src="http://sariel.kei.pl/sariel-pl/wp-content/uploads/2009/09/8.png" alt="8" width="500" height="375" /></p>
<p>Consider the left set of gears. It consists of two pairs of gears: 8 teeth driver gear with 16 teeth follower, and 16 teeth driver with a 20 teeth follower (let&#8217;s assume we don&#8217;t know if there are idlers in this set yet; we calculate ratio of each pair separately). The ratio of first pair is 2:1, and the ratio of second pair is 1.25:1. If we multiply these, we get the final ratio equal to 2.5:1. 2.5:1 is equal to 20:8 &#8211; that is the ratio of the first and the last gear only. As you see, the idler gears did not change the ratio at all, and this is why we can ignore them.</p>
<p>Now consider the right set of gears. It consists of another two pairs of gears: 8 teeth driver gear with 16 teeth follower gear, and 24 teeth driver gear with 20 teeth follower gear. The ratio of first pair is again 2:1, but the ratio of the second pair is  0.833:1. If we mutliply these, we get the final ratio equal to 1.66:1 &#8211; which is not equal to 2.5:1 (the ratio of the first and the last gear only). Here the middle gears were not idlers, so they affected the final gear ratio of the whole set and they couldn&#8217;t be ingnored.</p>
<p>Finally, how do we calculate ratio if a worm gear is used? Well, that&#8217;s even simplier:</p>
<blockquote><p>number of follower&#8217;s gear teeth : 1</p></blockquote>
<p>And that&#8217;s  because as it was mentioned before, a single revolution of a worm gear rotates the follower gear by a single teeth. Therefore it takes 24 revolutions of the worm gear to rotate a 24 teeth gear once, and hence we get the ratio 24:1 which is true.</p>
<p>You can use <a href="http://sariel.pl/tools/ratios/" target="_blank">this calculator</a> to calculate the ratios of your Lego mechanisms.</p>
<p><strong>5. Efficiency</strong></p>
<p>We had some theory, now we need to get back to practice, which is unfortunately a bit sad. Every gear we use has some weight and generates some friction that has to be overcome if we want the gear to rotate. Hence every gear in our mechanism uses part of the drive motor&#8217;s power, and efficiency of the gear tells us how much power is transferred and how much is lost. Unfortunately, it&#8217;s extremely difficult to calculate individual efficiency of each gear, and as far as I know there are no reliable specifications for the efficiency of Lego gears. But we know how the power is lost, so we can safely assume two basic rules for maximum efficiency:</p>
<blockquote><p>- the less gears, the better<br />
- the smaller gears, the better</p></blockquote>
<p>Sadly, it means that e.g. gear ratio equal to 1:1 is only theoretical. If there are gears, there are losses, so the real ratio has to be 1.something:1. The only mechanism in which the 1:1 ratio is possible is a motor connected directly to the final gear &#8211; for example in <a href="http://sariel.pl/2009/08/leclerc/" target="_blank">my model of Leclerc T6 tank</a>, the drive motors were connected directly to the wheels in order to achieve 1:1 efficiency.</p>
<p>What about gear acceleration? Yes, you can obviously use gears to get e.g. 1:6 gear ratio which will greatly increase your speed. However,  the quotient of your final speed and torque will be smaller than the quotient of the motor&#8217;s original speed and torque &#8211; because of the losses. Using gears always includes losses, therefore if you want to transform the speed and torque of a motor, you have to keep in mind that some of it will be lost.</p>
<p>There are two cases  of mechanisms in which the efficiency is crucial. First is a gearbox with transmission driving rings. This type of a gearbox uses a number of 16 teeth gears with clutch, and while all of these gears are driven, only some of them transfer the actual drive. It means some of these gears &#8211; majority of them, if the gearbox has more than 4 speeds &#8211; use motor&#8217;s power for nothing. They are so-called dead gears, which is even worse than idler gears because idler gears are usually needed to transfer the drive from one place to another, while the dead gears are not needed at all. And they can&#8217;t be removed from such a gearbox, because every gear selected uses a different set of gears to transform the drive. It means that a certain gear can work as a dead gear at 1st, 2nd and 3rd gear, but is needed to transform the drive at the 4th gear. A gearbox with many dead gears always performs better at lower gears, when there is a large gear reduction &#8211; it makes the drive motor use little of its power to actually do its primary task, so it has plenty of power to drive the dead gears. You can see from the video of <a href="http://sariel.pl/2009/01/10-speed-manual-gearbox/" target="_blank">my 10-speed manual gearbox</a> that motor becomes more and more strained as gears are shifted from 1st to 2nd, then to 3rd and so on. In fact, some time after this gearbox was published I have built a 14-speed version, just out of curiosity. When I connected it to a PF XL motor, it was stalled and could not drive the gearbox even at the 1st gear despite it&#8217;s excellent torque.</p>
<p>The second mechanism is&#8230; a worm gear. As mentioned before, a worm gear is popular because it offers an extremely high gear reduction. But this is actually the worst gear in terms of efficiency &#8211; some sources estimate that it loses almost one third of the motor&#8217;s power due to high friction (friction is the very reason why worm gear can&#8217;t be a follower gear) and its tendency to slide along its axle. The friction is high enough to make worm gears hot if they handle high torque for a prolonged period of time. Worm gears are irreplaceable for some applications, but in general they should be only used when necessary.</p>
<p><strong>6. Backlash</strong></p>
<p>Gear tooth backlash is generally a complex issue (more at <a href="http://en.wikipedia.org/wiki/Backlash_(engineering)#Gear_Tooth_Backlash" target="_blank">Wikipedia</a>). For the purpose of Lego mechanics we can simply assume that backlash is the free space between the meshed teeth of two adjacent gears. In a perfect situation there should be no free space at all, and the teeth should have full contact with each other. This situation is unfortunately very difficult to achieve with standard gears (it&#8217;s much easier with helical gears, but these are absent in the Lego Technic world), and Lego gears always generate some backlash. The general rules are:</p>
<blockquote><p>- regular gears generate much greater backlash than the bevel ones<br />
- the smaller the gear, the greater the backlash<br />
- the backlashes of any two meshed gears sum up</p></blockquote>
<p>You can easily guess that 8 teeth gear is a real dynamite when it comes to generating backlash. Out of all regular gears, the 40 teeth one generates the smallest backlash. Among the bevel gears, differences are much smaller due to a different teeth design &#8211; any bevel gear generates a backlash several times smaller than in case of the feared 8 teeth gear. As pointed out above, the backlashes of meshed gears sum up, therefore it&#8217;s a good idea to use regular gears together with the bevel gears &#8211; the resulting backlash will be somewhat reduced.</p>
<p>How does it work for a worm gear? Again, this gear proves unique generating practically no backlash. It doesn&#8217;t mean that mechanisms with the worm gear have zero backlash &#8211; unfortunately, they still have backlash of the follower gear. Therefore a mechanism with a worm gear and a 16 teeth follower gear will always have greater backlash than the one with a worm gear and a 24 teeth follower gear. And again, it is recommended to use worm gear with bevel gears due to their relatively insignificant backlash.</p>
<p>Why is backlash bad? Consider a steering mechanism with big wheels, driven by a motor reduced 27 times &#8211; which means that three pairs of an 8 teeth driver gear and 24 teeth follower gear have been used. Three 8 teeth gears together generate a backlash so large that it will not only degrade the accuracy of steering &#8211; it will also make the steered wheels have some margin of freedom, so that they can e.g. turn a bit when they meet an obstacle.</p>
<p>Backlash is usually not a real problem for vehicles (except for the very large ones), but it&#8217;s troublesome whenever accuracy is needed. Many sorts of e.g. cranes, drawbridges or turntables suffer from backlash. The best way to avoid it is to consider the use of pneumatics instead of mechanics, or the use of linear actuators which currently have the least backlash out of all the mechanical parts produced by Lego.</p>
<p>I hope you have found this tutorial useful, and that it helped you to enjoy the Lego Technic world a little more.</p>
<p><strong>7. Appendixes</strong></p>
<p><strong> Appendix A:</strong> gear 20 teeth bevel with pin hole, knob wheel, and differences between three 8t gear types</p>
<p><img class="size-full wp-image-1294 alignleft" title="Gear 20 Teeth with pin hole" src="http://sariel.pl/wp-content/uploads/2009/09/87407.jpg" alt="" width="222" height="142" />In 2010 a new type of gear was introduced: the gear 20 teeth bevel with a pin hole. It was, as you can easily see, a modification of the earlier gear 20 teeth bevel intended to offer some new possibilities, not to replace it. These possibilities are most obvious with linear actuators: the problem with actuators is that when they are attached to an axle using the articulated bracing, they sit on the same axle that drives them. It means that the load on an actuator generates friction on the axle that drives it, and it results in its efficiency degrading rapidly as the load increases.</p>
<p>The new gear appears to be designed specifically to solve this issue. So far it was possible to transfer drive to an actuator in such a setup using gear 12 teeth single bevel or gear 20 teeth single bevel &#8211; now we have a third option. The difference is, the new gear rotates freely around the axle, so it can be used as an idler gear without the need to actually rotate the axle it sits on. Therefore the load on the linear actuator no longer affects the efficiency of gears that drive it. This picture illustrates the three set-ups, with the new gear being the third one (please note that all three set-ups offer 1:1 gear ratio):</p>
<p><img class="aligncenter size-full wp-image-1296" title="DSC03862" src="http://sariel.pl/wp-content/uploads/2009/09/DSC03862.jpg" alt="" width="500" height="115" /></p>
<p>The new gear is also thicker, thanks to a half-stud thick collar at its base. The earlier 20 teeth single bevel gears have been known to easily snap under torque because they had only a limited contact with the axle, and the collar in the new gear helps greatly. The new gears are much less likely to snap, and their only disadvantage is that because of their pin hole, they can only be used as idler gears.</p>
<p><img class="size-full wp-image-1297 alignleft" title="Technic Knob Wheel" src="http://sariel.pl/wp-content/uploads/2009/09/a.png" alt="" width="300" height="300" />The knob wheels have been around for a couple of years &#8211; they were omitted from the tutorial earlier because technically they&#8217;re not a gear wheels. There are two important things to know about the knob wheels: firstly, they only mesh with another knob wheels, and secondly, they are much stronger than gear wheels and they can handle significantly higher torque. The latter property makes them popular among e.g. the Truck Trial builders. Knob wheels can be meshed both in perpendicular and parallel manner. They are most commonly used in the perpendicular set-up, because the regular gears that can transfer the drive in such a set-up are much more likely to snap under torque than the knob wheels. A good example of the knob wheels&#8217; usage is the 8421 LEGO set, where they were used to operate transverse outriggers, with a significant torque involved. The disadvantage of the knob wheels is that for the most of the time they are only meshed at one point (two points in the parallel set-up), and that this point changes four times per a single rotation. Therefore they work like a gear with only 4 teeth, that is: they work unevenly. It is particularly apparent when a large torque is applied to a perpendicular set-up of knob wheels &#8211; their speed of rotation starts to fluctuate. Also, because of having all the torque applied to so few points, the knob wheels are prone to wearing out. It is a common thing in the Truck Trial vehicles to see the knob wheels rub away at their meshing points &#8211; but it only happens with really heavy vehicles and only after a while.</p>
<p>Finally, the three types of 8 teeth gears that were mentioned in the tutorial. LEGO is known to make small modifications to its molds over time, and many LEGO parts have slightly changed their shape over years. It&#8217;s difficult to sort out the chronological order of changes affecting the 8 teeth gears, but it seems that the strongest version was introduced as the last one and is commonly used in the recent Technic sets. Please note that this is just a supposition: there&#8217;s a chance that several variants of the same parts are still produced from various molds, and that a specific set may contain one type or the other, or even a mix of types. The gears, however, look like this:</p>
<p><img class="aligncenter size-full wp-image-1299" title="LEGO 8 teeth gear variants" src="http://sariel.pl/wp-content/uploads/2009/09/DSC03858.jpg" alt="" width="500" height="251" /></p>
<p>The gear on the left seems to be the initial variant of the 8 teeth gear. The middle gear, that was introduced some time later, has the same central part but a different shape of the teeth: they are shorter and thicker, and presumably stronger. This is a minor difference, hard to notice until you put two variants of this gear together. The third gear represents the apparently &#8216;current&#8217; variant. It maintains the shape of the teeth introduced in the middle variant, but its central part has an apparent extra layer of material between the teeth, adding to its thickness. This is quite a noticeable difference, and is probably intended to prevent the teeth from bending under torque. This variant of the gear is most sought-for by any builder aware of these differences.</p>
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