This is a three-part article explaining the principles of gear lubrication. It reviews current knowledge of the field of gear tribology and is intended for both gear designers and gear operators. Part 1 classifies gear tooth failures into five modes and explains the factors that a gear designer and operator must consider to avoid gear failures. It defines the nomenclature and gives a list of references for those interested in further research. It also contains an in-depth discussion of the gear tooth failure modes that are influenced by lubrication and gives methods for preventing gear tooth failures.
In Part I differences in pitting ratings between AGMA 218, the draft ISO standard 6336, and BS 436:1986 were examined. In this part bending strength ratings are compared. All the standards base the bending strength on the Lewis equation; the ratings differ in the use and number of modification factors. A comprehensive design survey is carried out to examine practical differences between the rating methods presented in the standards, and the results are shown in graphical form.
The merits of CBN physical characteristics over conventional aluminum oxide abrasives in grinding performance are reviewed. Improved surface integrity and consistency in drive train products can be achieved by the high removal rate of the CBN grinding process. The influence of CBN wheel surface conditioning procedure on grinding performance is also discussed.
A study of AGMA 218, the draft ISO standard 6336, and BS 436: 1986 methods for rating gear tooth strength and surface durability for metallic spur and helical gears is presented. A comparison of the standards mainly focuses on fundamental formula and influence factors, such as the load distribution factor, geometry factor, and others. No attempt is made to qualify or judge the standards other than to comment on the facilities or lack of them in each standard reviewed. In Part I a comparison of pitting resistance ratings is made, and in the subsequent issue, Part II will deal with bending stress ratings and comparisons of designs.
A universal gear is one generated by a common rack on a cylindrical, conical, or planar surface, and whose teeth can be oriented parallel or skewed, centered, or offset, with respect to its axes. Mating gear axes can be parallel or crossed, non-intersecting or intersecting, skewed or parallel, and can have any angular orientation (See Fig.1) The taper gear is a universal gear. It provides unique geometric properties and a range of applications unmatched by any other motion transmission element. (See Fig.2) The taper gear can be produced by any rack-type tool generator or hobbing machine which has a means of tilting the cutter or work axis and/or coordinating simultaneous traverse and infeed motions.
Some years back, most spiral bevel gear sets were produced as cut, case hardened, and lapped. The case hardening process most frequently used was and is case carburizing. Many large gears were flame hardened, nitrided, or through hardened (hardness around 300 BHN) using medium carbon alloy steels, such as 4140, to avoid higher distortions related to the carburizing and hardening process.
The dimensions of the worm and worm gear tooth surfaces and some of the worm gear drive parameters must be limited in order to avoid gear undercutting and the appearance of the envelope of lines of contact on the worm surface. The author proposes a method for the solution of this problem. The relations between the developed concept and Wildhaber's concept of the limit contact normal are investigated. The results of computations are illustrated with computer graphics.
Engineering design requires many different types of gears and splines. Although these components are rather expensive, subject to direct wear, and difficult to replace, transmissions with gears and splines are required for two very simple reasons:
1) Motors have an unfavorable (disadvantageous) relation of torque to number of revolutions.
2)Power is usually required to be transmitted along a shaft.
An accurate and fast calculation method is developed to determine the value of a trigonometric function if the value of another trigonometric function is given. Some examples of conversion procedures for well-known functions in gear geometry are presented, with data for accuracy and computing time. For the development of such procedures the complete text of a computer program is included.
On many occasions a reasonably approximate, but not exact, representation of an involute tooth profile is required. Applications include making drawings, especially at enlarged scale, and laser or EDM cutting of gears, molds, and dies used to produce gears. When numerical control (NC) techniques are to be used, a simple way to model an involute can make the NC programming task much easier.