Introduction to the Planetary Gear Train: Principles and Practices     


I.D.# C1350Printable Description
Duration: 1 Day

The planetary gear train is a core component of the automatic transmission system. The ability of the planetary gear train to deliver reliable gains in power, durability, higher torque-to-weight ratios, and configuration flexibility has enabled this gear set to become a key component of the automotive powertrain. A fundamental understanding of planetary gear trains is critical for individuals working in the automotive and industrial transmission fields.

In this introductory one-day seminar on the basic principles of the planetary gear train, the instructor will guide participants through the basic structure and the various types of planetary gear trains. In addition, participants will be introduced to ratio calculation methods, gear train arrangements and power flow, component life estimation, and related NVH issues. Together, the principles and practices presented in this seminar will provide participants a fundamental and practical understanding of this important technology.

Learning Objectives
By attending this seminar, participants will be able to:

  • Identify key components of the planetary gear train structure
  • Explain relevant terms and theories
  • Evaluate gear train arrangements
  • Identify issues surrounding gear stress and NVH
  • Evaluate ratio calculation methods and ratio change mechanisms

Who Should Attend
This course is intended for all individuals interested in gaining a fundamental understanding of automobile planetary gear train design, development, and application in the automotive and industrial transmission fields.

Topical Outline

  • Planetary Gear Train Structure
  • Gear Terms and Theories
  • Planetary Gear Types and Ratio Calculation Methods
  • Automatic Vehicle Planetary Geartrain Arrangements
  • Geartrain Power Flow
  • Ratio Change Mechanism
  • Gear Component Load/Stress and Associated Durability Life Estimation
  • Geartrain NVH ( Noise, Vibration and Harshness) Issues

Instructor(s): Joseph Chen
Mr. Joseph Chen is currently an independent automotive drive train consultant. With over forty years of experience in various drive train industries, Mr. Chen specializes in manual and automatic drive train system design, development, and testing. Previously, Mr. Chen served as Chief Engineer in the Electric Drive Unit (EDU) at Shanghai Automobile Inc., China (SAIC) where he was involved with developing various hybrid and e-drive transmissions. Mr. Chen also served twenty years at General Motors where he advanced to Senior Project Engineer for GM Powertrain, USA. Mr. Chen’s experience also includes engineering roles at Clark Equipment, Western Gear Technology and Cleveland Gridley Machinery Company. An active member of SAE, ASME, and AGMA, Mr. Chen has been a frequent presenter of technical papers at various international conferences and seminars and has been granted more than a dozen patents related to drive train applications. A registered Professional Engineer (PE) in Ohio and California, USA, Mr. Chen received his B.S. Mechanical Engineering from the Tatung University in Taiwan, a M.S. Mechanical Engineering from North Dakota State University, and a MBA from Indiana University.

Fees: $755.00 ; SAE Members: $605.00 - $685.00

.7 CEUs
You must complete all course contact hours and successfully pass the learning assessment to obtain CEUs.

For additional information, contact SAE Customer Service at 1-877-606-7323 (724/776-4970 outside the U.S. and Canada) or at