Lesson 4 : How a Planetary Drives Work
Summary of the lesson:
Welcome to the fourth class of the Archimedes Academy by IMSystems. In previous lessons, we discussed the three most common drive types used in robotics. Last time, we covered cycloidal and strain wave gears. Today, we will explore planetary drives, one of the oldest gear mechanisms, dating back to hundreds of years BC. While originally designed to simulate the solar system’s motion, planetary drives have become integral to modern mechanical systems, including robotics.
> Part 1: Components of a Planetary Drive
Planetary drives are named for their resemblance to a planetary system. The key components include:
- Sun Wheel: The central gear, which serves as a primary input or output component.
- Planetary Wheels: Multiple gears that revolve around the sun wheel.
- Carrier: Holds the planetary wheels in place and ensures equal spacing.
- Annulus (Ring Gear): The outer gear encircling the planetary wheels.
Understanding these components is essential before diving into how the drive functions.

> Part 2: Fundamental Physics: Moments and Torque
To grasp planetary drives, we must first understand the concept of moments (or torque). Torque is calculated as force × distance, defining the rotational force applied to a system.

A common example of moment balancing is a seesaw, where weights and distances determine equilibrium. This principle extends to levers, categorized into three types:
Class 1: Fulcrum in the center (e.g., seesaw, pliers).
Class 2: Load in the center with the fulcrum at the end (e.g., wheelbarrow).
Class 3: Effort applied in the center (e.g., tweezers, certain muscle movements).
Similarly, gears function as rotational levers, transmitting force over distances to achieve mechanical advantage.
> Part 3: How Does a Planetary Drive Work?
Planetary drives operate through variable component roles. There are always three key roles in motion:
Input: The driving force (e.g., sun gear, carrier, or annulus, depending on configuration).
Output: The component transferring torque to the load.
Ground (Fixed Component): Provides stability and enables gear movement.
Several configurations can be used:
Fixed annulus: The sun wheel acts as the input, and the carrier functions as the output.
Fixed sun: The carrier becomes the input, and the annulus serves as the output.
Fixed carrier: The sun is the input, and the annulus becomes the output.
Gear Ratio Calculation
The gear ratio in a planetary drive is determined based on component engagement. For the most common configuration where the annulus is fixed, the gear ratio is:
Gear Ratio = (Number of Teeth on Annulus) / (Number of Teeth on Sun Gear)
This ratio impacts torque transmission and rotational speed.
> Part 4: Advantages and Disadvantages of Planetary Drives
Advantages:
Cost-Effective: Planetary drives are relatively inexpensive, making them popular in hobby robotics.
High Efficiency: They offer efficiencies between 90-99%, reducing energy losses.
Backdrivability: They can be reversed easily, even across multiple stages.
High Torque Density: They provide significant torque for their size.
Disadvantages:
Low Precision: High backlash limits their application in precision systems.
Limited Gear Ratios: Typically between 5:1 and 30:1; achieving higher ratios requires stacking multiple stages.
Noise: Planetary drives can be quite loud during operation.
Durability and Maintenance: High wear and frequent maintenance are required for extended operation.
Conclusion:
Planetary drives provide an efficient and cost-effective solution for many applications but are not ideal for high-precision robotics due to backlash and limited gear ratios. This concludes our discussion on the three major drive types in robotics—cycloidal, strain wave, and planetary drives. The next classes will focus on the Archimedes Drive, exploring its unique capabilities and advantages.
Thank you for reading, and stay tuned for the next session!