In the 1960's and early 1970's, considerable work was done to identify the various modes of damage that ended the lives of rolling element bearings. A simple summary of all the damage modes that could lead to failure is given in Table 1. In bearing applications that have insufficient or improper lubricant, or have contaminants (water, solid particles) or poor sealing, failure, such as excessive wear or vibration or corrosion, may occur, rather than contact fatigue. Usually other components in the overall system besides bearings also suffer. Over the years, builders of transmissions, axles, and gear boxes that comprise such systems have understood the need to improve the operating environment within such units, so that some system life improvements have taken place.

Grinding is a technique of finish-machining, utilizing an abrasive wheel. The rotating abrasive wheel, which id generally of special shape or form, when made to bear against a cylindrical shaped workpiece, under a set of specific geometrical relationships, will produce a precision spur or helical gear. In most instances the workpiece will already have gear teeth cut on it by a primary process, such as hobbing or shaping. There are essentially two techniques for grinding gears: form and generation. The basic principles of these techniques, with their advantages and disadvantages, are presented in this section.

Temperature Induced Dimensional Changes Temperature causes various materials to change size at different rate, known as their Coefficients of Expansion (COE). The effects of this phenomenon on precision dimensional measurements are continuous and costly to industry. Precautions can be taken to allow parts and gages to temperature stabilize before conducting gage R & R studies, but the fact remains that on the shop floor temperatures vary all the time. The slow pace at which industry has accepted this reality probably has to do with the subtlety of these tiny size variations and our inability to sense gradual, but significant temperature changes.

The availability of technical software has grown rapidly in the last few years because of the proliferation of personal computers. It is rare to find an organization doing technical work that does not have some type of computer. For gear designers and manufacturers, proper use of the computer can mean the difference between meeting the competition or falling behind in today's business world. The right answers the first time are essential if cost-effective design and fabrication are to be realized. The computer is capable of optimizing a design by methods that are too laborious to undertake using hard calculations. As speeds continue to climb and more power per pound is required from gear systems, it no longer is possible to design "on the safe side" by using larger service factors. At high rotational speeds a larger gear set may well have less capacity because of dynamic effects. The gear engineer of today must consider the entire gear box or even the entire rotating system as his or her domain.

The term "blanking" refers to the initial metal cutting operations in the process planning sequence which produce the contour of a part starting from rough material. The scope of blanking is: To remove the excess material To machine the part to print specifications, except for those surfaces with subsequent finishing operations. To leave adequate machining stock for finishing operations. To prepare good quality surfaces for location and clamping of the part throughout the process.

Part I of this series focused on gear shaving, while Part II focuses on gear finishing by rolling and honing.

A common goal of gear manufacturers is to produce gearing that is competitively priced, that meets all quality requirements with the minimum amount of cost in a timely manner, and that satisfies customers' expectations. In order to optimize this goal, the gear manufacturer must thoroughly understand each manufacturing process specified, the performance capability of that process, and the effect of that particular process as it relates to the quality of the manufactured gear. If the wrong series of processes has been selected or a specific selected process is not capable of producing a quality part, manufacturing costs are greatly increased.

In a very general sense, increasing the hardness of a steel gear increases the strength of the gear. However, for each process there is a limit to its effectiveness. This article contains background information on each of the processes covered. In each section what is desired and what is achievable is discussed. Typical processes are presented along with comments on variables which affect the result. By reviewing the capabilities and processes, it is possible to determine the limits to each process.

There are several methods available for improving the quality of spur and helical gears following the standard roughing operations of hobbing or shaping. Rotary gear shaving and roll-finishing are done in the green or soft state prior to heat treating.

The design of any gearing system is a difficult, multifaceted process. When the system includes bevel gearing, the process is further complicated by the complex nature of the bevel gears themselves. In most cases, the design is based on an evaluation of the ratio required for the gear set, the overall envelope geometry, and the calculation of bending and contact stresses for the gear set to determine its load capacity. There are, however, a great many other parameters which must be addressed if the resultant gear system is to be truly optimum. A considerable body of data related to the optimal design of bevel gears has been developed by the aerospace gear design community in general and by the helicopter community in particular. This article provides a summary of just a few design guidelines based on these data in an effort to provide some guidance in the design of bevel gearing so that maximum capacity may be obtained. The following factors, which may not normally be considered in the usual design practice, are presented and discussed in outline form: Integrated gear/shaft/bearing systems Effects of rim thickness on gear tooth stresses Resonant response