I'm working on the academic design of a gearbox for an escalator application (operating ~18 hours/day, moderate shock conditions). I'm referencing AGMA 2001-D04 for gear design and ASME A17.1 for escalator safety requirements.

However, I noticed that while AGMA 2001-D04 defines the safety factors for pitting resistance (S_H) and bending strength (S_F), it does not provide recommended values. Similarly, ASME A17.1 gives static safety requirements for escalator shafts but does not address fatigue safety factors.

My questions:

  • What are commonly accepted or recommended values for S_H and S_F in similar gearbox applications (e.g., continuous or semi-continuous service, moderate load, long lifespan)?
  • Where can I find reliable guidance (e.g., academic textbooks, design handbooks, or other standards) that justifies these safety factor values for use in an academic project?
  • For the shaft, what would be an appropriate fatigue safety factor (not just static), considering it operates under cyclic bending and possibly keyway-induced stress concentrations?
  • I'm looking for values or references that can be reasonably cited in an academic context (textbooks, standards, or gear manufacturer design guides).

    Thanks in advance for your help!

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