Week 2. Computer Aided Design

Week Assignment

Model (raster, vector, 2D, 3D, render, animate, simulate, …) a possible final project, compress your images and videos, and post a description with your design files on your class page

Learning Outcomes

  • Evaluate and select 2D and 3D software
  • Demonstrate and describe processes used in modelling with 2D and 3D softwares
  • Demonstrate image and video compression

Introduction

This week I focused on Computer Aided Design (CAD) as part of the Fab Academy curriculum. The goal was to model a component of my final project using professional 3D modeling software, document the entire process step by step, and reflect on the tools and decisions made along the way.

For my final project I am building a robotic manipulator arm — a multi-joint mechanical arm capable of controlled, precise movement. One of the most critical mechanical components of any robotic arm is the gear reducer. Without it, the raw rotational speed of the stepper motor is far too high and the torque far too low to move the arm in a useful and controlled way. The reducer solves this by transforming high-speed, low-torque rotation from the motor into slow, high-torque output — exactly what each joint of the manipulator needs.

I chose to model the entire reducer assembly in Onshape — a professional-grade, fully parametric CAD platform that runs entirely in the browser. Onshape is used in real engineering environments and offers a complete set of tools: part studios, assemblies, sketch constraints, feature-based modeling, and much more — all without needing to install anything locally. Every sketch, every extrude, and every feature is saved automatically to the cloud with full version history and rollback support.


Why a Planetary Gear Reducer?

A planetary gear system (also called an epicyclic gear system) consists of three main elements:

  • Sun gear — the central driving gear, connected directly to the motor shaft
  • Planet gears — smaller gears that orbit around the sun gear while meshing with both it and the ring gear
  • Ring gear — the outer gear with internal teeth that meshes with all planet gears simultaneously

This arrangement gives several key mechanical advantages over a simple spur gear pair:

  • High gear ratio in a compact space — because the load is split across multiple planet gears, a meaningful reduction ratio is achievable without making the gearbox physically large
  • Coaxial input and output — the motor shaft and the output shaft share the same centerline, which greatly simplifies integration into a robotic joint
  • Even load distribution — multiple planet gears share the torque simultaneously, reducing stress on individual teeth and increasing service life
  • High mechanical efficiency — planetary systems typically achieve 95–97% efficiency, meaning very little energy is wasted as heat

For a robotic manipulator, all of these properties matter enormously. Each joint must be compact, powerful, precise, and long-lasting. The planetary reducer I designed fits directly on top of a standard Nema 17 stepper motor frame.


Software: Onshape

All modeling in this week's assignment was done entirely inside Onshape. Here is a comparison with other popular CAD tools:

Feature Onshape Fusion 360 SolidWorks
Browser-based — no install required
Free for students and makers ✅ (limited)
Real-time collaboration
Full parametric modeling
Full version history with rollback
STEP / IGES import
Works on any OS or device

Onshape's Part Studio is where individual parts are modeled using a feature tree — a sequential list of operations (sketches, extrudes, revolves, fillets, boolean operations) that define each part's shape. Every dimension is driven by constraints, making the model fully parametric. The Assembly environment then brings all parts together with mates and constraints to verify fit and simulated motion.


Assembly Parts Overview

The complete reducer assembly exported from Onshape consists of the following parts:

Part Description Role
Nema 17 Stepper Motor 48mm, 1.8°/step, 76oz-in Drive input
Housing body (Part 2) Main reducer cylinder and frame Fixed structure
Output cover (Part 7) Top flange with bearing seat Closes cavity, outputs rotation
Planet carrier (Part 6) Rotating cage holding planet gears Output shaft element
Spur gear — 55 teeth Sun gear — on motor shaft Input driver
Spur gear — 20 teeth ×2 Large planet gears Intermediate transmission
Spur gear — 15 teeth ×1 Small planet gear Intermediate transmission
Bearing 1611-0514-0006 ×3 Ball bearings Shaft and carrier support
M3 SHCS 10mm ×N Socket head cap screws Fasteners throughout

3D Modeling Process — Step by Step

Step 1 — Output Flange with 6 Mounting Holes (Sketch 12)

The first element I tackled was the output interface — the top flange of the reducer that bolts directly to the next structural link in the robotic arm. Starting from the output and working inward is a good design strategy: it ensures the reducer will actually fit the arm before committing to the internal geometry.

Sketch 12 defines the top output flange and features:

  • Six M3 mounting holes at 60° intervals on a shared bolt circle — six holes instead of four for much better load distribution, since this is the highest-stress mechanical interface in the entire joint. Bolts here experience both axial tension and shear loading simultaneously.
  • A central bore sized for a press-fit ball bearing, which supports the output shaft against both radial and axial forces from the arm
  • The outer boundary of the flange, sized to match the housing body diameter for a clean flush edge

All holes were constrained with Onshape's circular pattern feature, keeping them perfectly equidistant. This means if the bolt circle diameter ever needs to change, all six holes reposition automatically — no manual adjustment needed. The sketch was fully constrained (shown in black in Onshape) before proceeding.

Sketch 12 — output flange with 6 M3 mounting holes evenly spaced at 60°


Step 2 — Sketch 10: Ring Gear & Planet Layout with Full Dimensions

This is the most geometrically complex and dimensionally critical sketch in the entire model. It defines the internal ring gear and precisely positions all planet gears, with every key dimension annotated directly on the sketch so nothing is left ambiguous.

Key dimensions visible in this sketch:

  • Planet gear center distance: 13.394 mm — the exact distance from the central sun gear axis to each planet gear center axis, derived from the gear pitch geometry: (pitch_radius_sun + pitch_radius_planet)
  • Ring gear pitch circle: Ø83.6 mm — the working pitch diameter of the internal ring gear that all planet gears mesh against
  • Hub bore: Ø15 mm — for seating the central output shaft ball bearing
  • All planet gear center positions marked at their precise locations around the sun

The 13.394 mm center distance is not a guess — it was calculated from the gear module and tooth counts to ensure zero tooth interference. In Onshape, I verified this by overlaying all gear profiles in the same sketch and visually confirming that teeth mesh correctly with proper clearance. Getting this dimension wrong would cause the gears to either seize (teeth collide) or have excessive backlash (too much slop in the joint).

Sketch 10 — complete ring gear and planet layout with all critical dimensions


Step 3 — Sun Gear Sketch: 55-Tooth Driving Gear

The sun gear is the heart of the planetary system — it is attached directly to the stepper motor shaft and simultaneously drives all planet gears at once. Any geometric error in the sun gear propagates through the entire transmission, so this sketch was built with extra care.

Parameters of the sun gear:

  • Number of teeth: 55
  • Module: 1 mm — pitch diameter = 55 mm
  • Bore: 5 mm with a D-flat keyway cut into the bore to prevent the gear spinning freely on the motor shaft under load
  • Pressure angle: 20° — industry standard for most precision gearing applications
  • Tooth profile: involute — constructed manually in Onshape using arc segments, tangency constraints, and bilateral mirror operations to guarantee perfectly symmetric teeth

The sketch plane was aligned to the top face of the motor shaft stub inside the housing cavity, so the sun gear sits at exactly the correct axial position relative to the planet gears.

Sun gear sketch — 55 teeth, module 1, 5mm D-bore for Nema 17 shaft


Step 4 — Extrude 4: Flange Cover at 2.2 mm

With the output flange sketch fully defined, it was extruded to create the physical cover plate of the reducer. The depth of 2.2 mm was not arbitrary — it was chosen based on three practical constraints:

  • It matches the standard thickness of laser-cut or machined aluminum plate readily available in Fab Lab environments, meaning this part can be directly fabricated without special material orders
  • It keeps the total axial height of the reducer as compact as possible, which is critical for a manipulator arm where every millimeter of link length affects reach and leverage
  • At 2.2mm of aluminum (or equivalent printed material), the cover has sufficient bending stiffness to not flex under the axial preload forces generated by the gear mesh

In Onshape, the Extrude was applied in Add mode, merging the new cover into the existing housing body to create a single unified solid. The four bolt holes from the sketch automatically became clean through-holes in the 3D solid — no additional remove or cut features needed.

Extrude 4 — flange cover plate extruded at precisely 2.2mm


Step 5 — Sketch 6: Housing Flange with Bolt Holes

After extruding the cover geometry, I went back to define the structural top flange of the housing body itself — the flat circular rim that the cover plate bolts down onto. Sketch 6 defines the flange geometry:

  • The outer diameter of the flange, set slightly larger than the gear housing cylinder below it to create a clean visible lip
  • Four M3 bolt holes at 90° intervals on a shared bolt circle — these are the fastener positions where M3×10 socket head cap screws clamp the cover plate to the housing body
  • A central clearance hole for the planet carrier output shaft to pass through freely without contact

Each bolt hole was dimensioned precisely and constrained symmetric about both the horizontal and vertical centerlines using Onshape's symmetry mate. Symmetry constraints are essential here — an unbalanced bolt pattern creates uneven clamping pressure across the cover face, which can cause the cover to tilt slightly and generate unwanted axial load on the output bearing.

Sketch 6 — housing top flange geometry with 4 symmetrically placed M3 bolt holes


Step 6 — Sketch 2: Spur Gear Ring Profile

With the housing frame established, the next step was defining the outer ring gear — the fixed internal gear that forms the outer mechanical boundary of the planetary system. The ring gear is fixed to the housing, meaning it does not rotate. It is the reaction element: as the sun gear drives the planets, the planets push against the ring gear, and since the ring is fixed, they are forced to orbit around the sun instead.

In Onshape, the ring gear profile uses the involute tooth form pointing inward. Key parameters:

  • Internal teeth — unlike normal external spur gears where teeth point outward, the ring gear's teeth point inward toward the axis
  • Module: 1 mm — identical to all other gears so they all mesh correctly
  • Pressure angle: 20°
  • Tooth count: 95 — derived from the assembly geometry: Ring = Sun + 2 × Planet = 55 + 2×20 = 95

The sketch was placed on the top face of the housing base, and the involute profile was constructed with careful use of arc transitions at the tooth root and tip to avoid stress concentrations that could cause tooth fracture under load.

Sketch 2 — outer ring gear internal tooth profile, 95 teeth


Step 7 — Extrude 1: Creating the Housing Base

With the foundational sketches established, the first Extrude feature was applied to create the main 3D body of the reducer housing. In Onshape, the Extrude tool takes a fully closed 2D sketch profile and extends it perpendicular to the sketch plane by a specified depth.

For this core operation:

  • Depth: 8 mm upward from the motor's top face
  • Type: New solid — this created the very first 3D body in the Part Studio, which all subsequent features would either add to or subtract from
  • Profile: the outer circular housing boundary including the ring gear tooth form on the inner wall

The 8mm depth was determined by the gear tooth height (which is 2 × module = 2mm for module 1 gears) plus clearance above and below the gear face for structural material. Going thinner would leave insufficient wall thickness around the teeth and risk breakage; going thicker adds unnecessary weight and axial length to the arm joint.

Extrude 1 — housing base body extruded 8mm, first solid in the Part Studio


Step 8 — Importing the Nema 17 Stepper Motor & Base Reference Sketch

A crucial early step in the Onshape Part Studio was importing the STEP file of the Nema 17 stepper motor. This is a highly standardized motor used across 3D printers, CNC machines, laser cutters, and robotic systems worldwide. Its key specs:

  • Body size: 42 × 42 mm (NEMA 17 standard frame)
  • Shaft: 5mm diameter, D-flat cut for positive drive coupling
  • Step angle: 1.8° per step = 200 full steps per revolution
  • Holding torque: 76 oz-in (≈ 0.54 N·m)
  • Mounting holes: 4× M3 on a 31mm bolt circle

Rather than approximate the motor dimensions from a datasheet, I imported the manufacturer's exact STEP model and used it as the dimensional ground truth for the entire reducer. On top of the motor, Sketch 1 was created — the primary reference sketch that captures:

  • Ø5 mm — motor shaft diameter → defines sun gear bore
  • Ø60 mm — outer motor body reference → defines housing inner seating diameter

Everything in the reducer is parametrically linked to these two numbers, so if the design were ever adapted for a different motor, updating these two values would cascade through the entire model automatically.

Sketch 1 on Nema 17 motor — primary reference dimensions Ø5 shaft and Ø60 body


Step 9 — Top View: Internal Gear Layout Verification

This orthographic top-down view (rendered with the cover removed) was taken at an intermediate stage in Onshape to verify the complete internal gear layout before committing to the final housing geometry. It shows:

  • The 55-tooth sun gear centered on the motor shaft axis
  • Two 20-tooth large planet gears at symmetrical positions around the sun
  • One 15-tooth small planet gear at the third position, completing the three-planet carrier arrangement
  • All gears visibly meshing correctly with the internal ring gear teeth around the perimeter
  • The six mounting holes of the output flange visible around the outer ring

Checking the assembly in top view is an important validation step in Onshape — it allows visual confirmation that all gear centers are at the correct positions, that no tooth profiles overlap (which would indicate interference), and that the overall layout is geometrically consistent before moving on to the more complex cover and carrier features.

Top view — internal planetary gear layout verification, all three planets visible


Step 10 — Completed Assembly: Isometric View

This is the final completed reducer assembly viewed from an isometric perspective in Onshape's Part Studio. The copper-tone appearance was applied using Onshape's material appearance settings to make the housing visually distinct from the dark motor body below. Everything is visible in this view:

  • The ring gear teeth around the lower perimeter of the housing
  • The top flange with its six M3 bolts seated in their countersinks
  • The side mounting ears projecting from two opposite sides of the housing
  • The output shaft protruding centrally from the top cover
  • The Nema 17 motor cleanly integrated at the base, with its connector visible at the back

This view confirmed that all Part Studio features had merged correctly into the expected final geometry, with no unintended voids, gaps, or intersecting bodies. The assembly is ready for STL export and physical fabrication.

Completed reducer assembly — final isometric view in Onshape Part Studio


Step 11 — Sketch 18: Side Mounting Ears

To provide an additional lateral attachment point for integrating the reducer into the manipulator arm frame, mounting ears were added to the outer housing body. These are flat tabs that extend beyond the circular housing profile on two diametrically opposite sides (180° apart from each other).

Design details of each ear:

  • M4 through-hole — one size larger than the M3 bolts used elsewhere in the reducer, because side-mounted bolts are loaded in shear (the force tries to slide the bolt sideways through its hole) rather than tension. Shear loading requires more bolt cross-section area to carry safely.
  • Generous fillet radii at the junction between each ear and the main housing cylinder — sharp corners at this junction would be stress concentration points that could initiate fatigue cracks after thousands of cycles of vibration from the stepper motor
  • Flat bottom surface coplanar with the motor mounting face — so the reducer sits perfectly flush against a flat structural plate without rocking

Sketch 18 was drawn on the bottom plane of the flange and extruded downward through the full housing height, then Boolean-intersected with the housing body to integrate the ears as native features of the single unified solid.

Sketch 18 — side mounting ear geometry for lateral arm frame attachment


Step 12 — Final Output Cover with Bearing Seat (Sketch 17)

The output cover is the last and mechanically most demanding part of the reducer. It simultaneously performs four functions: sealing the gear cavity, providing the bearing seat, retaining the output shaft axially, and defining the output torque interface of the entire assembly.

The cover sketch (Sketch 17) defines a rotationally symmetric profile that was revolved 360° using Onshape's Revolve feature to generate the final 3D solid. The profile contains:

  • An outer seating rim that fits snugly into the top bore of the housing with a close sliding fit (H7/g6 tolerance class) — tight enough to locate the cover precisely, loose enough to assemble by hand
  • A machined bearing shoulder on the inner face — the ball bearing outer race presses against this shoulder and is held axially by it. The shoulder diameter was dimensioned for an H7 interference fit with the bearing OD, providing secure retention without adhesive
  • A central shaft bore sized as a clearance fit over the output shaft so the shaft can rotate freely while the cover remains stationary
  • A shallow snap ring groove machined into the outer rim so the cover can be retained in the housing with a standard external snap ring — no fasteners needed, fully tool-free disassembly

After revolving, fillets were applied to all interior sharp edges to eliminate stress concentrations that could initiate cracks under the cyclic bending loads from the manipulator arm.

Sketch 17 — final output cover with bearing shoulder, shaft bore, and snap ring groove


Gear Ratio Calculation

Understanding the mathematics behind the reducer is essential for designing a manipulator with predictable, controllable motion. Here is the complete calculation:

Gear Parameters

Sun gear (input — Nema 17 shaft) :  55 teeth   (Zs)
Planet gears (large) × 2         :  20 teeth   (Zp_large)
Planet gear  (small) × 1         :  15 teeth   (Zp_small)
Ring gear    (fixed to housing)   :  95 teeth   (Zr)

Ring Gear Verification

For a valid planetary system, the ring gear tooth count must satisfy:

Zr = Zs + 2 × Zp_large
Zr = 55 + 2 × 20
Zr = 55 + 40
Zr = 95 teeth  ✅

Gear Ratio Formula

For a standard planetary gear system with a fixed ring gear, a rotating sun gear (input), and a rotating planet carrier (output):

                    Zr
Gear Ratio  =  1 + ────
                    Zs

                    95
            =  1 + ────
                    55

            =  1 + 1.7273

            =  2.7273

            ≈  2.73 : 1

Speed and Torque

Motor speed (Nema 17 typical):   200 RPM  (input)

                    200
Output speed   =  ───────  =  73.3 RPM
                   2.73

Torque multiplier  =  2.73 ×

If motor torque  =  0.40 N·m  (Nema 17 rated)
Output torque    =  0.40 × 2.73  =  1.09 N·m

Summary Diagram

                        ┌─────────────────────────────────────┐
                        │         PLANETARY REDUCER           │
                        │                                     │
  Nema 17 Motor         │   ┌──────────┐                     │
  ┌────────────┐         │   │ RING     │  95 teeth (fixed)  │
  │  200 RPM   │──shaft──┼──▶│   SUN    │  55 teeth (input)  │
  │  0.40 N·m  │         │   │  PLANET  │  20+20+15 teeth    │
  └────────────┘         │   │ CARRIER  │  (output)          │
                        │   └──────────┘                     │
                        │                                     │
                        └──────────────────┬──────────────────┘
                                           │
                                           ▼
                                   OUTPUT SHAFT
                                   73.3 RPM
                                   1.09 N·m
                                   Ratio: 2.73:1

The 2.73:1 reduction means the manipulator joint rotates at roughly one-third of the motor's speed, with 2.73 times more torque available for lifting and holding the arm's payload. This ratio was chosen as a balance between speed (enough to move the arm quickly) and torque (enough to lift without stalling the motor).


Design Files — Download STL

All parts are available as STL files for 3D printing or further CAD work:

File Part Size
Assembly 1 - Nema 17 Stepper Motor.stl Stepper motor reference body 580 KB
Assembly 1 - Part 2.stl Main reducer housing 414 KB
Assembly 1 - Part 7.stl Output cover / top flange 388 KB
Assembly 1 - Part 6.stl Planet carrier 102 KB
Assembly 1 - Spur gear (20 teeth).stl Large planet gear ×2 97 KB
Assembly 1 - Spur gear (15 teeth).stl Small planet gear ×1 73 KB
Assembly 1 - 1611-0514-0006.stl Ball bearing (main) 227 KB
Assembly 1 - 1611-0514-0006 (1).stl Ball bearing ×1 36 KB
Assembly 1 - 1611-0514-0006 (2).stl Ball bearing ×2 36 KB
Assembly 1 - M3 SHCS SS_10mm Long.stl M3×10 cap screw 52 KB

📥 Download all STL files — Week_2.zip


Reflections

Working entirely within Onshape for this assignment was a productive and instructive experience. A few highlights:

What worked well:

  • The parametric feature tree made it easy to go back and modify earlier features — changing a gear's tooth count or the housing diameter automatically updates all downstream features. This is the defining advantage of parametric CAD.
  • Sketch constraints (coincident, tangent, equal, symmetric) ensured that all geometry stayed geometrically correct as dimensions changed. A fully constrained sketch (shown in black in Onshape) gives confidence that the design is unambiguous.
  • STEP import of the Nema 17 motor worked flawlessly and eliminated all guesswork about motor dimensions — every feature of the reducer is built directly on top of the real motor geometry.
  • The browser-based environment meant I could work from any computer without any installation or license concerns.

Challenges encountered:

  • Generating accurate involute gear tooth profiles in Onshape requires careful manual construction using arcs, splines, and tangency constraints, since there is no built-in gear generator in the standard Onshape tools. This was time-consuming but gave a much deeper understanding of gear geometry.
  • Managing multiple solid bodies in a single Part Studio (housing, gears, carrier, cover) required careful attention to which body each Extrude or Boolean operation was targeting. Onshape's "Merge scope" setting in the feature dialogs is powerful but must be set deliberately for each operation.

Summary

Parameter Value
Gear Type Planetary (Epicyclic)
Drive Motor Nema 17 Stepper Motor, 1.8°/step
Sun Gear Teeth 55
Large Planet Gear Teeth 20 ×2
Small Planet Gear Teeth 15 ×1
Ring Gear Teeth 95 (fixed)
Gear Module 1 mm
Pressure Angle 20°
Gear Ratio 2.73 : 1
Output Speed (at 200 RPM input) ≈ 73.3 RPM
Torque Multiplication 2.73 ×
CAD Software Onshape (browser-based parametric CAD)
Export Format STL (per part) + Onshape Document

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