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An idler-wheel is a wheel which serves only to transmit rotation from one shaft to another, in applications where it is undesirable to connect them directly. For example, connecting a motor to the platter of a phonograph, or the crankshaft-to-camshaft gear train of an automobile.
Because it does no work itself, it is called an "idler".
An idler-wheel may be used as part of a friction drive mechanism. For example, to connect a metal motor shaft to a metal platter without gear noise, early phonographs used a rubber idler wheel.
Likewise, the pinch roller in a magnetic tape transport is a type of idler wheel, which presses against the driven capstan to increase friction.
In a belt drive system, idlers are often used to alter the path of the belt, where a direct path would be impractical.
Idler pulleys are also often used to press against the back of a pulley in order to increase the wrap angle (and thus contact area) of a belt against the working pulleys, increasing the force-transfer capacity.
Belt drive systems commonly incorporate one movable pulley which is spring- or gravity-loaded to act as a belt tensioner, to accommodate stretching of the belt due to temperature or wear. An idler wheel is usually used for this purpose, in order to avoid having to move the power-transfer shafts.
An idler gear is a gear wheel that is inserted between two or more other gear wheels. The purpose of an idler gear can be two-fold. Firstly, the idler gear will change the direction of rotation of the output shaft. Secondly, an idler gear can assist to reduce the size of the input/output gears whilst maintaining the spacing of the shafts.
An idler gear does not affect the gear ratio between the input and output shafts. Note that in a sequence of gears chained together, the ratio depends only on the number of teeth on the first and last gear. The intermediate gears, regardless of their size, do not alter the overall gear ratio of the chain, except to change the direction of rotation of the final gear. (That is, each intermediate gear changes the sign of the gear ratio.)
Likewise, the size of an idler wheel in a non-geared friction drive system does not affect the gear ratio between the input and output shafts. The surface speed of the input shaft is transferred directly to the surface speed of the idler wheel, and then from the idler wheel to the output shaft. A larger or smaller idler wheel maintains the same surface speed (which equals the surface speed of the input shaft), therefore the output shaft is driven at a constant speed regardless of the size of the idler wheel (unless of course there is slippage, which should not occur in most friction drive systems when operating correctly; however, there are instances where an idler wheel can double as a clutch, or if there is a sudden or unusually heavy load on the system. These situations can cause the ratio of rotations between the wheels to vary, unlike a gear system, which will always rotate at a certain rate unless something is very wrong and the gears starts skipping teeth, or teeth are broken off).
An intermediate gear which does not drive a shaft to perform any work is called an idler gear. Sometimes, a single idler gear is used to reverse the direction, in which case it may be referred to as a reverse idler. For instance, the typical automobile manual transmission engages reverse gear by means of inserting a reverse idler between two gears. Since a driven gear (gear "A") rotating clockwise will drive a second gear ("B") counterclockwise, adding a third gear to the string means that gear "C" will be spinning the same direction as "A". A typical transmission is designed with "A" and "B" gears, so when the engine spins, the outputs shaft spins the opposite direction, which drives the vehicle forward. A straight idler gear setup is actually typically an "A" and a "C" gear, which are not in contact with each other until a "B" gear is moved between them. Since the transmission is designed to move the car forwards when the output is spinning in the opposite direction from the input shaft, when added to the "B" idler gear, it forces the "C" gear to spin in the same direction as the "A" gear, and thus the input and output shafts are spinning in the same direction, which drives the car in reverse.
Another scenario is a series of rollers, such as used for pressing paper. Each roller has to be powered, but adding a motor to each one is wasteful (and it can be difficult to synchronize rotational speed with independent drive systems). One could simply add a gear onto the end of the shaft of each roller, but that means that each roller would be spinning the opposite direction of the one before (and therefore rubbing against each other as the turn). By simply adding a small idler gear between each larger gear, the result is a series of rollers, all being powered in the same direction.
Idler gears can also transmit rotation among distant shafts in situations where it would be impractical to simply make the distant gears larger to bring them together. Not only do larger gears occupy more space, but the mass and rotational inertia (moment of inertia) of a gear is quadratic in proportion to its radius. Instead of idler gears, of course, a toothed belt or a roller chain can be used to transmit torque over distance. For short distances, a train of idlers may be used; whether an odd or even number is used determines whether the final output gear rotates the same direction as the input gear or not. For longer distances, a roller chain or belt is quieter and creates less friction, although gears are typically stronger, depending on the strength of the roller chain. A case where numerous idler gears might be used is as described above, where there are a number of output gears that need to be driven simultaneously.
Caterpillar track idler wheels
A tracked vehicle uses a combination of wheels and rollers, including drive sprockets, idler wheels, track return rollers and road wheels. It is quite similar in concept to a conveyor belt, only instead of a machine carrying objects on top of a powered continuous belt, it's a machine that moves itself over a continuous belt. In a typical application, power is transmitted to a drive sprocket (or drive wheel), which drives the track around its loop. On the opposite end of the vehicle, there is an idler wheel, which provides a pulley wheel of sorts. On some applications, the drive sprocket and idler wheel carry some of the weight of the vehicle, for the purposes of this description, we will assume the drive sprocket and idler wheel are not weight-bearing units, and the drive sprocket is on the front. Since the drive sprocket can be at either the front (many WWII tanks like the M4 Sherman) or the rear (most modern tanks like the T-90) of the vehicle depending on the design, the idler wheel either carries the track back off the ground and returns it to the drive sprocket (rear idler wheel), or receives track from the drive sprocket and lays it down in front of the road wheels (front idler wheel). The idler wheel is not powered, just like an idler gear. Although it technically reverses the tracks direction (but not its rotation), this has nothing to do with the term "idler"; it is not related to an idler gear other than that they are both "idle", or not doing any work, only transmitting power ("idle" being a term for something or someone who isn't working). The road wheels are a series of non-powered wheels between the drive sprocket and idler wheel that serve to support the weight of the vehicle (and thus aren't considered "idle", even though they are unpowered). In higher speed applications, such as tanks and other AFV's, these road wheels are typically given some sort of suspension system to ease the ride, increase controllability, and decrease wear and tear. Due to the complications in adding suspension systems to the idler wheel and, in particular, the drive sprocket, in such vehicles, the road wheels typically carry all of the weight of the vehicle. In low speed applications, such as bulldozers, these road wheels lack any kind of suspension system, as the low speeds don't demand the cushioning. This also allows the idler and drive wheels to carry some of the weight, as their lack of suspension is made irrelevant. Track return rollers may or may not be used, and are simply small rollers which support the weight of the track as it's transferred from rear to front to be laid down again. The track simply provides a solid "road" for the road wheels to roll over on over all surfaces: the road wheels roll the vehicle along the self-created "road", while the drive sprocket forces the vehicle forward along the track and lays down "fresh" track. The idler picks the "used" track back up, and returns it back to the drive sprocket in the front. This is why an early term for a tracked vehicle was a "track-laying machine" (not to be confused with railroad track laying equipment). Transporting vehicles over muddy ground often required planks or logs to be placed along the track (see corduroy road, plank road). In the later 19th century, inventors figured out a way to make a rolling machine that would lay its own plank road wherever it went, negating the need for farmers to lay down logs in order to traverse muddy areas. Other benefits were discovered later.
Note that there are some non-powered tracked transports (i.e. trailers that roll on tracks rather than wheels), which have two idler wheels rather than a drive sprocket. There are also certain pieces of equipment, such as the Caterpillar D9 bulldozer (and numerous other Caterpillar brand bulldozers), Tucker Sno-cat and Mattracks rubber track conversion kits, which configure their tracks in the shape of a triangle, or pyramid (when viewed from the side), with the drive sprocket at the tip of the pyramid. In this configuration, there are two idler/roadwheels and one drive sprocket (as well as a number of small, load-bearing roadwheels). In very rare cases, the vehicle lacks an idler wheel at all; in Northern regions, one way people got better traction in deep snow was to take a simple three-axle truck, and install a simple continuous track around the rear wheels, thus forming a basic half-track system which featured two drive wheels, and no idler or road wheels. One almost never sees this on true tracked vehicles, however, as the second drive wheel is redundant.
A clutch is a mechanical device that allows the output shaft to be disconnected from the rotating input shaft. The clutch's input shaft is typically attached to a motor, while the clutch's output shaft is connected to the mechanism that does the work.
Mechanical advantage is a measure of the force amplification achieved by using a tool, mechanical device or machine system. The device trades off input forces against movement to obtain a desired amplification in the output force. The model for this is the law of the lever. Machine components designed to manage forces and movement in this way are called mechanisms. An ideal mechanism transmits power without adding to or subtracting from it. This means the ideal machine does not include a power source, is frictionless, and is constructed from rigid bodies that do not deflect or wear. The performance of a real system relative to this ideal is expressed in terms of efficiency factors that take into account departures from the ideal.
A pulley is a wheel on an axle or shaft enabling a taut cable or belt passing over the wheel to move and change direction, or transfer power between itself and a shaft. A sheave or pulley wheel is a pulley using an axle supported by a frame or shell (block) to guide a cable or exert force.
A differential is a gear train with three drive shafts that has the property that the rotational speed of one shaft is the average of the speeds of the others. A common use of differentials is in motor vehicles, to allow the wheels at each end of a drive axle to rotate at different speeds while cornering. Other uses include clocks and analog computers.
A transmission is a mechanical device which uses a gear set—two or more gears working together—to change the speed or direction of rotation in a machine. Many transmissions have multiple gear ratios, but there are also transmissions that use a single fixed-gear ratio.
A continuously variable transmission (CVT) is an automated transmission that can change through a continuous range of gear ratios. This contrasts with other transmissions that provide a limited number of gear ratios in fixed steps. The flexibility of a CVT with suitable control may allow the engine to operate at a constant angular velocity while the vehicle moves at varying speeds.
A manual transmission (MT), also known as manual gearbox, standard transmission, or stick shift, is a multi-speed motor vehicle transmission system, where gear changes require the driver to manually select the gears by operating a gear stick and clutch.
In mechanical or automotive engineering, a freewheel or overrunning clutch is a device in a transmission that disengages the driveshaft from the driven shaft when the driven shaft rotates faster than the driveshaft. An overdrive is sometimes mistakenly called a freewheel, but is otherwise unrelated.
A limited-slip differential (LSD) is a type of differential gear train that allows its two output shafts to rotate at different speeds but limits the maximum difference between the two shafts. Limited-slip differentials are often known by the generic trademark Positraction, a brand name owned by General Motors and originally used for its Chevrolet branded vehicles.
A sprocket, sprocket-wheel or chainwheel is a profiled wheel with teeth that mesh with a chain, track or other perforated or indented material. The name 'sprocket' applies generally to any wheel upon which radial projections engage a chain passing over it. It is distinguished from a gear in that sprockets are never meshed together directly, and differs from a pulley in that sprockets have teeth and pulleys are smooth except for timing pulleys used with toothed belts.
A single-speed bicycle is a type of bicycle with a single gear ratio. These bicycles are without derailleur gears, hub gearing or other methods for varying the gear ratio of the bicycle.
A belt is a loop of flexible material used to link two or more rotating shafts mechanically, most often parallel. Belts may be used as a source of motion, to transmit power efficiently or to track relative movement. Belts are looped over pulleys and may have a twist between the pulleys, and the shafts need not be parallel.
Chain drive is a way of transmitting mechanical power from one place to another. It is often used to convey power to the wheels of a vehicle, particularly bicycles and motorcycles. It is also used in a wide variety of machines besides vehicles.
A gear train or gear set is a machine element of a mechanical system formed by mounting two or more gears on a frame such that the teeth of the gears engage.
A worm drive is a gear arrangement in which a worm meshes with a worm wheel. The two elements are also called the worm screw and worm gear. The terminology is often confused by imprecise use of the term worm gear to refer to the worm, the worm wheel, or the worm drive as a unit.
A friction drive or friction engine is a type of transmission that utilises two wheels in the transmission to transfer power from the engine to the driving wheels. The system is inherently a continuously variable transmission; by adjusting the positions of the two disks, the output ratio changes continuously. Although it was once employed in early automobiles, today the system is most commonly used on scooters, particularly go-peds, as a substitute for a chain and gear system. It is mechanically identical to a ball-and-disk integrator, but is designed to handle higher torque levels.
Differential steering is the means of steering a land vehicle by applying more drive torque to one side of the vehicle than the other. Differential steering is the primary means of steering tracked vehicles, such as tanks and bulldozers, is also used in certain wheeled vehicles commonly known as skid-steer, and even implemented in some automobiles, where it is called torque vectoring, to augment steering by changing wheel direction relative to the vehicle. Differential steering is distinct from torque steer, which is usually considered a negative side effect of drive-train design choices.
A motorcycle transmission is a transmission created specifically for motorcycle applications. They may also be found in use on other light vehicles such as motor tricycles and quadbikes, go-karts, offroad buggies, auto rickshaws, mowers, and other utility vehicles, microcars, and even some superlight racing cars.
Tank steering systems allow a tank, or other continuous track vehicle, to turn. Because the tracks cannot be angled relative to the hull, steering must be accomplished by speeding one track up, slowing the other down, or a combination of both. Half-track vehicles avoid this by combining steerable wheels and fixed-speed tracks.
This glossary of automotive terms is a list of definitions of terms and concepts related to automobiles, including their parts, operation, and manufacture, as well as automotive engineering, auto repair, and the automotive industry in general. For more specific terminology regarding the design and classification of various automobile styles, see Glossary of automotive design; for terms related to transportation by road, see Glossary of road transport terms; for competitive auto racing, see Glossary of motorsport terms.