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Technical

TECHNICAL ARTICLES | 2025-02-27

Very High Cycle Fatigue Testing of AMS 6308 Steel

In this paper, ultrasonic fatigue testing results for “core hardened” AMS 6308 gear steel are presented. AMS 6308 is a gear and bearing steel with high tempering resistance and high hot hardness case targeted to high temperature applications

TECHNICAL ARTICLES | 2025-02-27

Cutting Tool Selection Criteria for Cylindrical Gear Manufacturing

This paper is divided into two parts. The first part is a general digression on the pressure angle on cylindrical gears. The pressure angle is a variable that plays an important role in defining the geometry of gears and hobs, yet it is not widely discussed. This introduction serves as a prerequisite for the second part of the paper. The second part will show an application case of  hoosing
the most suitable hob to cut a given gear. In this selection process, particular attention will be paid to the pressure angle of the hob for cutting with modified rolling, i.e., with a reduced pressure angle compared to that of the gear.

TECHNICAL ARTICLES | 2024-12-12

Experimental and Analytical Study of the Effect of Shot Peening on Gear Micropitting and Contact Fatigue Failure

This study aims to investigate the effect of this identified type of shot peening on the micropitting resistance of the gear tooth flanks and the macropitting resistance and to compare the experimental results with the calculation results based on standard methods.

TECHNICAL ARTICLES | 2024-12-12

An Experimental Study on the NVH Performance of Plastic Gears

The following study presents an experimental methodology, employed to characterize the NVH behavior of plastic gears NVH in application-like operating conditions, presenting guidelines for material selection in terms of optimal gear NVH. 

TECHNICAL ARTICLES | 2024-10-22

Investigation of the Interaction Between Process Signals and Modeled Thermomechanical Energy in Generating Gear Grinding

The approach developed in this research aims to aid a further understanding of the correlations between the energy generated during material removal and the power signals from the machine control during generating gear grinding.

TECH TALK | 2024-08-15

What the Heck Is an FTM?

If you are a true gear geek, you are probably aware of AGMA’s Fall Technical Meeting (FTM). However, we have true gear geeks attending the FTM for the first time each year, and we are thrilled to see that!

TECHNICAL ARTICLES | 2024-08-15

Hard Fine Machining of E-Components in the Border Area of Quality Requirements and Productivity

Overall developments and widespread public awareness of man-made climate change are transforming the way people think. The awareness has inspired a shift towards a more ecologically sustainable way of life. Driven by policymaking and technological innovation, ambitious efforts are underway to reduce greenhouse gas emissions to curb the rise in average temperatures. A key focus of these efforts is the mobility sector. 

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TECHNICAL ARTICLES | 2024-07-23

Bevel Gear Speed Increasers

For cylindrical gears, speed-increasing transmission stages are well known, and regarding profile shift, preferred pressure angles, and helix angles a set of rules applies, which is not much different from the rules for speed reducers. It is important to acknowledge that basically, a speed increaser has to be designed just like a speed reducer, but then the gear with the lower number of teeth is the output. Of course, the torque and the speed of the gear with the lower number of teeth (output) and the gear with the higher number of teeth (input) must be the same as if this transmission was used as a speed reducer. In the case of straight bevel gears, spiral bevel gears, and hypoid gears the same rules apply with some additions. Spiral bevel gears have many applications as speed increasers.  

TECHNICAL ARTICLES | 2024-07-23

Hard Skiving of an Internal DIN5480 Spline—A Process Analysis

This report uses an application case to demonstrate the optimization potential of gear skiving in the production of internal splines on a universal machining center. The process established in the example is then analyzed using the software tool OpenSkiving developed by the wbk Institute of Production Science of the Karlsruhe Institute of Technology (KIT) and the results are discussed. Finally, the most important findings are summarized.

TECHNICAL ARTICLES | 2024-06-12

Nonlinear Analysis of Gear-Fatigue-Damage Under Variable Load

This paper presents a comparison of the linear and nonlinear approaches for damage accumulation of tooth root breakage damage of gears. In the beginning, the theoretical fundamentals of damage accumulation are presented compactly. To compare the suitability of the methods an extensive set of experimental data is presented at first. The data is evaluated with both the linear and the nonlinear approach and the results are compared. For the linear approach, the method according to Miner and Palmgren is applied. For the nonlinear approach, the method developed by Subramanyan is used. The objective of this evaluation is to assess if the more complex method yields a potential benefit for a more accurate service life prediction of gears.

TECHNICAL ARTICLES | 2024-05-10

Flexible Planet Pins for High Torque Epicyclic Gears: Experience with Design, Manufacturing, and Application

For wind turbine main gearboxes (MGBs) with about 1 MW or higher power, gearbox designs with multiple power paths are used. They handle several mega-Newton-meter of torque economically. Earlier wind turbines with lower power ratings used parallel shaft gearboxes with only one power path but soon they were superseded by planetary gearboxes having typically three to five planets per stage. This paper describes experiences using planetary gears where “Flexpins” are used to improve the load sharing between the individual planets—representing the multitude of power paths—and along the planet’s face width.

TECHNICAL ARTICLES | 2024-05-10

Plastic Gear Testing Methods—Characterization of Crucial Material Data Required for Reliable Design of Plastic Gears

An extremely wide selection of different plastic materials is currently available on the market. A major limitation, however, is a huge gap in gear-specific material data on these materials, which is a problem that has been persisting for decades now. Providing a step towards a solution is the German guideline VDI 2736, which proposes design rating methods (Ref. 2) along with testing procedures (Ref. 3) to be followed to generate reliable data required in the gear rating process. This paper delves into the current state of the art in plastic gear testing, providing a comprehensive overview of employed testing methods, supplemented with case studies.

TECHNICAL ARTICLES | 2024-04-09

Cross-Correlation of Design Variables for Epicyclic Systems

This paper shows a methodology to extensively evaluate different designs of epicyclic gear systems. As outlined, no choice is required on the part of the designer who is free to probe all design variables.

TECHNICAL ARTICLES | 2024-04-09

How Many Speed Ratios for Electric Cars? One Example.

This paper recommends a 2-speed-automatic transmission for passenger cars with power <100 kW and for all trucks.

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TECHNICAL ARTICLES | 2024-02-16

Characterization of the Gear Meshing Damping of Gear Drives with Plastic Gears Using the Forced Response Analysis for NVH Prediction

This paper presented some steps to get more insight into the effect of meshing damping on the dynamic response and noise emission of a two-stage gearbox transmission system. For this purpose, two variants of the model with different gear materials, one with plastic gears and one with steel gears, were considered. Both variants were designed for the same number of cycles of operation with similar root and flank safeties. The forced response analysis of the models was carried out and the exciting reaction bearing forces were calculated to evaluate which model can achieve better NVH characteristics results with lower noise emission from the housing.

TECHNICAL ARTICLES | 2024-02-16

Morphology of Wear on Tapered-Roller Bearing Roller Ends and Thrust Ribs

This report investigates the wear morphology on the large end of tapered rollers and the inner ring's large end rib on a planet carrier TRB from a multi-megawatt wind turbine gearbox. The literature on abrasive wear has many classifications, including 2-body abrasion, 3-body abrasion, scratches, grooving abrasion, rolling abrasion, cutting abrasion, and plowing abrasion. For this analysis, we have selected grooving abrasion, a common problem in wind turbine gearboxes and a prominent failure mode on many bearings, particularly planetary carrier bearings and planet bearings. Grooving abrasion is frequently observed on cylindrical roller bearings (CRB) and tapered roller bearings (TRB). Fitzsimmons and Clevenger conducted tests on roller end/rib wear for TRBs with contaminated gear oil, and they provided an excellent explanation of the mechanism.

VIDEO | 2024-01-10

Gear Technology / Revolutions interview with David Goetz of Norton | Saint-Gobain Abrasives

Gear Technology sat down with David Goetz, Corporate Applications Engineer at Norton | Saint-Gobain Abrasives to learn the latest about abrasives for gear manufacturing. The interview took place during Motion+Power Technology Expo 2023 in Detroit.

TECHNICAL ARTICLES | 2023-12-11

Investigation of the Manufacturability of Topological Modifications Using Adapted Kinematics for Gear Skiving

Gear skiving is used for both soft and hard finishing. As a quality critical final step in hard finishing, the process can be used to create modifications to the tooth flank. At present there is no knowledge of the extent to which topological modifications can be applied by gear skiving. In this report, the feasibility of manufacturing topological modifications on an external gear through adapted kinematics for gear skiving has been investigated.

TECHNICAL ARTICLES | 2023-12-11

Finding the Right Task for Optical Gear Metrology

Tactile or contact probes are the most common metrology technique in the coordinate measurement world, including the more specialized gear measurement community. Tactile probes can be active or passive, scanning or touch only, and may vary in cost and performance depending on the system itself. They are offered by multiple industrial companies as standalone OEM products (e.g., Renishaw) or only included in their coordinate measuring machines (e.g., Zeiss, Klingelnberg, and Hexagon). Their overall performance, especially their robustness and flexibility, have led to a gold standard for most metrology tasks.

TECHNICAL ARTICLES | 2023-10-05

Experimental Evaluation of Wind Turbine Gearbox Structural Models Using Fiber Optic Strain Sensors

The main objective of this study is to perform an experimental evaluation of the structural model of a five-planet first planetary stage from a modern 6MW wind turbine gearbox.

TECHNICAL ARTICLES | 2023-10-05

Process and Tool Design Optimization for Hypoid Gears with the Help of the Manufacturing Simulation BevelCut

As the challenges in bevel and hypoid gear manufacturing need to be addressed, the objective of this paper is to show the tool and process design can be optimized based on the results of the manufacturing simulation BevelCut.

TECHNICAL ARTICLES | 2023-08-28

Influence of Grain Size on Metallurgical Properties

This report discusses grain size and its influence on metallurgical properties including its effect on yield strength, ultimate strength, fatigue strength, and fracture toughness. Also discussed are manufacturing issues such as heat treatment, hardenability, and machinability. 

TECHNICAL ARTICLES | 2023-08-28

Enhanced Calculation Method for Tooth Flank Fracture Risk with Consideration of Tensile Residual Stresses in Larger Material Depths

This paper deals with the residual stress depth profiles in case-carburized gears, their effects on the fatigue behavior as well as the enhancement of ISO/TS 6336-4 to include the consideration of tensile residual stresses in the tooth core area. For this purpose, an equation is also presented with which these tensile residual stresses can be estimated so that they can be used in the enhanced evaluation of TFF risk.

TECHNICAL ARTICLES | 2023-07-27

Profile Shift

The objective of this report is to determine the origin of the phrase “profile shift.” Several technical books, technical papers, and industrial standards were reviewed for nomenclature associated with profile shift. The phrase “profile shift” translates directly to the German term “Profilverschiebung,” which originated in the last quarter of the 19th century. At first, profile shift was used to avoid undercutting pinions with small numbers of teeth. Later, it was recognized that profile shift improved the load capacity of the gear mesh and extended the service life of manufacturing tools.

TECHNICAL ARTICLES | 2023-07-27

Load Capacity Evaluation of Production-Related Geometry Adjustments via STEP Import in BECAL

Bevel gears are widely used in various industrial applications, such as automotive, aerospace, and marine industries, due to their ability to transfer power between non-parallel shafts. The conventional manufacturing of bevel gears involves several time-consuming and costly processes, including gear blank preparation, gear cutting, and gear finishing. The increasing demands on gear components regarding increasing power density, reducing installation space, reducing weight, and increasing efficiency are also reflected in the design of gear components. The reduction of installation space and weight as well as the increase in power density often leads to an optimized wheel body design that interacts with the gearing in terms of load capacity and stiffness. This leads to an increase in the required geometric degrees of freedom (DOFs). Due to the resulting complex wheel body shapes and different production-related effects, production-related geometry adjustments may also be necessary. Tools for evaluating the gearing in combination with the wheel body shape and its influences nowadays form the basis for unlocking the holistic optimization potential of transmission components. 

TECHNICAL ARTICLES | 2023-06-20

Results of ISO/TS 6336-22 Evaluating Full Contact Zone

This investigation reviews calculations using ISO/TS 6336-22 Method A and Method B, comparing the calculations against field results. Extensive reviews were made of geometry, surface roughness, load conditions, and lubricant conditions to best understand the influences of micropitting on each example and the applicability of the calculations to the results.

TECHNICAL ARTICLES | 2023-06-20

Analytical Determination of Range of Number of Teeth in Generating Non-Involute Tooth Forms Using Fixed Reference Profiles

The toothed belt and pulley system known by the designation T, which has been selected as an example within this paper, was developed in the 1950s and standardized first in DIN 7721 (1977) and then in ISO 17396:2014. In this case study, the authors check if a single hob can properly cut T5 profile pulleys with 25 and 30 teeth—and if
so, define the range of the number of teeth covered by this hob.

TECHNICAL ARTICLES | 2023-05-22

Test Rig for Crowned Spline Joints with Optimized Surface Treatments Under Misaligned Conditions

In the present paper, a spline-joint design and the extension of a back-to-back test rig were presented, which enable the testing of crowned spline-joints under high rotational speed, medium torque, high test temperature, and angular misalignments.

TECHNICAL ARTICLES | 2023-05-22

Force Modeling in Generating Gear Grinding Considering the Grinding Worm Topography

For the research developed in this work, an existing simulation model of the generating gear grinding process based on a penetration calculation approach is used. Further, an extension of the model considering a realistic modeling of the grinding worm topography and the macro movements of the grinding worm during the process is presented. The result of the simulation is the microinteraction characteristics throughout
the grinding of the gear flank. In the end, the information about microinteraction characteristics obtained will be used for the calculation of force and energy in generating gear grinding.

TECHNICAL ARTICLES | 2023-04-14

Conjugate Gears

The conjugacy of meshing gears is one of the most important attributes of gears because it ensures a constant velocity ratio that gives smooth, uniform transmission of motion and torque. Some of the world’s greatest gear theoreticians like Earle Buckingham, Wells Coleman, and John Colbourne laid the foundation for understanding conjugacy. Their teachings and interpretations of the law of gearing have been used by generations of gear engineers to design and manufacture gear transmissions for almost everything that is mechanically actuated. 

TECHNICAL ARTICLES | 2023-04-14

Closed Loop for Gears: Some Case Studies

The closed-loop concept has become widespread in recent years, especially in relation to the Industry 4.0 concept. The term “closed loop” will be used herein to refer to the pairing of specifications and checking (Figure 1) which all ISO standards, starting with ISO 1, the “mother” of all standards, use in relation to GPS (Geometrical Product Specifications).

TECHNICAL ARTICLES | 2023-02-21

Mechanical Power Loss of Spur Gears Subject to Various Surface Finish Pairings

Mechanical power loss in gears is generated through sliding and rolling of the contact resulting in frictional work and elastic hysteresis generation of heat. This action is both a parasitic loss of energy from the drivetrain and a source of engineering costs to control system temperature to avoid heat-related failures of the gearbox components. Therefore, from both a cost and durability standpoint it is of great interest to minimize the frictional losses at the gear tooth contact interface.

TECHNICAL ARTICLES | 2023-02-21

Aspects of Gear Noise, Quality, and Manufacturing Technologies for Electromobility

In modern automotive vehicles, gear noise becomes more and more of an issue. The main reason is the reduced masking noise of the engine, which vanishes completely in the case of an electric driveline. Improved gear quality unfortunately does not correlate with a better noise performance in any case. High gear quality makes sure that the gear flanks are inside tight tolerances and that all teeth are nearly identical. Even if the running behavior of such gear sets shows a very low sound pressure level, the noise perception for human ears may be annoying.

TECHNICAL ARTICLES | 2022-12-05

Use of Duty Cycles or Measured Torque—Time Data with AGMA Ratings

Variable loads resulting from a working process, starting process, or operation near a critical speed will cause varying stresses at the gear teeth of a drive system. The magnitude and frequency of these loads depend upon the driven machine, the motor, the dynamic mass elastic properties of the system, and other effects.

TECHNICAL ARTICLES | 2022-12-05

Tooth Root Load Capacity of Additive Manufactured Gears

Due to near-net shape production, additive-manufactured (AM) gears have a high potential to decrease costs and increase resource efficiency. The decreasing product life cycles as well as the increasing individualization of components demand high flexibility in manufacturing processes

TECH TALK | 2022-08-30

First Gear: The Roots of the Fall Technical Meeting

A brief history of AGMA's Fall Technical Meeting, along with a discussion of why this year's meeting (Oct 17-19 in Chicago) is as relevant as ever.

TECHNICAL ARTICLES | 2022-08-30

Gear Skiving—A Step Changing Manufacturing Process Applicable to Multifunctional 5-Axis Machine Tools

Gear skiving offers great opportunities for production with step-changing productivity, particularly for internal gears, whilst offering high-quality finishing capabilities and being applicable on a 5-axis machine tool with its inherent flexibility and multifunctionality.

TECHNICAL ARTICLES | 2022-07-15

IGS to Increase Wind Gearbox Torque Density

To increase cost efficiency in wind turbines, the wind industry has seen a significant rise in power density and an increase in the overall size of geared components. Current designs for multimegawatt turbines demand levelized cost of energy (LCOE) reduction, and the gearbox is a key part of this process. Since fatigue failures nearly always occur at or near the surface, where the stresses are greatest, the surface condition strongly affects the gear life. Consequently, an improved surface condition effectively avoids major redesign or increased material cost due to an increase in part size. Additional finishing methods such as shot peening (SP) and superfinishing (SF) significantly increase the gear load capacity, but these effects have not yet been adequately considered in the current ISO 6336 standard or in any other gear standards. The combination of SP followed by SF will be described here as an “improved gear surface” (IGS).

TECHNICAL ARTICLES | 2022-07-15

Investigation of Gear Surface Topography and Deviations in Gear Skiving Through Advanced CAD Modeling–Based Simulation

The research presented in this paper extends the work done on CAD-based simulation approaches with an investigation of the surface topography of gears produced through gear skiving and the investigation of the cutting tool characteristics on the geometry of the produced gear. The study is complemented with the investigation of the cutting forces required in the machining process.

TECHNICAL ARTICLES | 2022-06-27

Double Differential for Electric Vehicle and Hybrid Transmissions — Sophisticated Simplicity

The fascination of the automotive differential has led to the idea to build a second differential unit around a first center unit. Both units have the same axes around which they rotate with different speeds. The potential of double differentials as ultrahigh reduction speed reducers is significant. Only the tooth-count of the gears in the outer differential unit must be changed in order to achieve ratios between 5 and 80 without a noticeable change of the transmission size.

TECHNICAL ARTICLES | 2022-06-27

Design and Simulation of a Back-to-Back Test Rig for Ultra High Cycle Fatigue Testing of Gears Under Fully Reversed Load

Aircraft engines can be made more efficient by integrating planetary gears. In such an application, the planetary gears experience very high load cycles under fully reversed bending loads. Pulsator test rigs, which nowadays offer the possibility to perform UHCF investigations, can only be used for purely pulsating loading of gears. Therefore, for the investigation of the UHCF tooth root load carrying capacity under fully reversed bending load, a back-to-back test rig is required. Back-to-back test rigs usually have speeds of n = 3,000 rpm, which makes investigations in the UHCF range take a very long time. Therefore, a high-speed back-to-back test rig was developed.

TECHNICAL ARTICLES | 2022-05-19

Defining the Tooth Flank Temperature in High-Speed Gears

The objective of this paper is to improve the methodology for determining the tooth flank temperature. Two methods are proposed for assessing scuffing risk when applying AGMA 925 for high-speed gears. Both methods provide similar results.

TECHNICAL ARTICLES | 2022-05-19

Algorithm-Based Optimization of Gear Mesh Efficiency in Stepped Planetary Gear Stages for Electric Vehicles

The objective of this paper is to develop a method for the algorithm-based design and optimization of the macrogeometry of stepped planetary gear stages.

TECHNICAL ARTICLES | 2022-02-23

Effect of the ISO 6336-3:2019 Standard Update on the Specified Load Carrying Capacity Against Tooth Root Breakage of Involute Gears

A calculation-based study of different variants with regard to contact ratio and tooth root geometry to compare the results from the 2019 version of ISO 6336 to the previous version, released in 2006.
VIDEO | 2021-11-29

Liebherr's WGT Gear Inspection System at MPT Expo 2021

Ted Klemm, Product Sales Manager for Liebherr Gear Technology, talks about the WGT gear inspection system while on the show floor at Motion+Power Technology Expo 2021 in St. Louis, MO.
TECHNICAL ARTICLES | 2021-11-01

Dry Lubricated Rolling-Sliding Contact –Operation Behavior and Calculation of Local Frictional Energy

For certain operating conditions and environments, liquid lubrication of gear drives is not possible, or can only be implemented with great restrictions or at high cost.
TECHNICAL ARTICLES | 2021-11-01

The “Metallurgical Notch” in Type B Induction Hardened Gears

Advantages of induction hardening over carburizing, as prepared for the AGMA Metallurgy Committee.
TECHNICAL ARTICLES | 2021-11-01

Investigation of the Potential of Using Surrogate Models in the Gear Design Process

The aim of this report is to investigate the potential of using surrogate models within the gear design process.
TECHNICAL ARTICLES | 2021-09-01

Psychoacoustic Optimization of Gear Noise - Chaotic Scattering of Micro Geometry and Pitch on Cylindrical Gears

A validated simulation model is used to analyze more in-depth investigations into the influence of a stochastic course of the pitch error on the quasi-static excitation behavior.
TECHNICAL ARTICLES | 2021-09-01

Characteristic Value-Based Process Design of Gear Hobbing Processes with Radial Infeed

This report focuses on the combined consideration of the infeed and the subsequent axial machining with additional variation of the workpiece width in order to evaluate the influence of the infeed with increasing or decreasing full cut area.
TECHNICAL ARTICLES | 2021-08-01

Psychoacoustic Flank Form Optimizations

Higher order flank form optimizations and motion transmission characteristic.
TECHNICAL ARTICLES | 2021-08-01

Simulative and Experimental Determination of the Tooth Flank Fracture Load Capacity of Large Modulus Gears

Development of an analogy test enabling the economic determination of the tooth flank fracture load capacity of gears from industrial practice on the other hand.
TECHNICAL ARTICLES | 2021-08-01

Understanding and Controlling the Source of Gear Noise

Addressing one of the most talked about noise sources — gears.
TECHNICAL ARTICLES | 2021-07-01

Potentials for Process Monitoring in Bevel Gear Grinding

Since the macro geometry of bevel gears is directly dependent on the manufacturing process, there are limitations in the combination of pre-machining and hard finishing processes which are related to the geometry of the gaps.
TECHNICAL ARTICLES | 2021-07-01

Psychoacoustics Applied to eDrive Noise Reduction

Physical effects causing transmission noise.
TECHNICAL ARTICLES | 2021-07-01

Single Tooth Bending Fatigue Testing at any R Ratio

Evaluation of the bending fatigue performance (stress to life relationship) of different gear materials subject to various manufacturing processes and why subsequent post processing treatments are of significance to gear and transmission designers.
TECHNICAL ARTICLES | 2021-06-01

Changes in ISO 6336:2019 - Parts 1, 2, 3, 5 and 6

Changes in the third edition of parts 1, 2, 3, 5 and 6 compared to the previous edition (from the year 2006 for parts 1, 2, 3, 6 and from the year 2003 for part 5).
TECHNICAL ARTICLES | 2021-06-01

Drive Concepts using Super Reduction Hypoids Combined with Cylindrical Gear Reductions

Why Transmissions in Electric Vehicles?
TECHNICAL ARTICLES | 2021-06-01

Quasi-Static Transmission Error Behavior Under the Composite Effect of Temperature and Load

Given the lack of information on thermal distortion effects in small size steel gears, an experimental study of quasi-static transmission error behavior under thermomechanical conditions is presented.
TECHNICAL ARTICLES | 2021-05-01

Material Properties and Tooth Root Bending Strength of Shot Blasted, Case Carburized Gears with Alternative Microstructures

Selected results of research project concerning the above mentioned material properties and tooth root bending strength.
TECHNICAL ARTICLES | 2021-05-01

Psychoacoustics Applied to eDrive Noise Reduction

Physical effects that cause transmission noise.
TECHNICAL ARTICLES | 2021-03-01

Case Study of ISO/TS 6336-22 Micropitting Calculation

Micropitting per ISO standard explained.
TECHNICAL ARTICLES | 2021-03-01

Introduction to Pericyclic Transmissions

Pericyclic transmissions: how they work.
TECHNICAL ARTICLES | 2021-03-01

Effects of Different Shot Peening Treatments in Combination with a Superfinishing Process on the Surface Durability of Case-Hardened Gears

How the increasing demands on power transmission and reduction in mass of modern gearboxes lead to gear designs that are close to their load-carrying capacity limits.
TECHNICAL ARTICLES | 2021-01-01

NVH Analysis and Simulation of Automotive E-Axles

Addressing a methodology for NVH analysis and simulation of an automotive E-axle.
TECHNICAL ARTICLES | 2020-11-01

Automotive Drive Concepts

Attempts to eliminate mechanical drive trains in automobiles and trucks have had limited success because of cost, weight, dynamic characteristic, and efficiency of the alternative components.
TECHNICAL ARTICLES | 2020-11-01

Asymmetric Cylindrical Gears

In this article the authors present a loaded tooth contact analysis (LTCA) method for asymmetric gears that provides an accurate and efficient design tool for analyzing and comparing designs. The presented method is implemented in SMT's MASTA software. The authors also present an example comparative study using this tool for an automotive application.
TECHNICAL ARTICLES | 2020-09-01

History of the AGMA J-FACTOR

I felt a tap on my shoulder. Turning, I saw the chief draftsman who said, "You're in charge of gears." And he walked away. Dumbfounded, I stared at the back of his head, and sat down at my drafting board. It was November, 1963, shortly after JFK was assassinated, and after I was discharged from the U.S. Army.
TECHNICAL ARTICLES | 2020-09-01

Introduction to Electric Vehicle Transmissions

The first chapter from a new book by Dr. Hermann J. Stadtfeld provides an overview of the need for new technologies and approaches when it comes to developing transmissions for electric vehicles.
TECHNICAL ARTICLES | 2020-09-01

Spiral-Bevel Gear Noise: An Approach to Solving In-Field Issues

Gear noise is a common evil any gear manufacturer must live with. It is often low enough not to be a major problem but, at times, gear whining may appear and then, tracking the source and, especially, curing the ill can be tricky at best.
TECHNICAL ARTICLES | 2020-09-01

Sizing of Profile Modifications for Asymmetric Gears

Lately, the use of asymmetric gears in automotive and other applications is an upcoming trend, though few applications are known to have asymmetric teeth. However, an increased interest in asymmetric gears can be seen. Many companies have started to design and test such applications.
TECHNICAL ARTICLES | 2020-08-01

Double Differential for Electric Vehicle and Hybrid Transmissions

There's never been a better time to put the spotlight on e-drive transmissions and electric vehicles. They're obviously not just coming: they're already here. Just check out any auto show or showroom. That's why Gear Technology magazine is pleased to present the first installment in a series of chapters excerpted from Dr. Hermann J. Stadtfeld's newest book, "E-Drive Transmission Guide - New solutions for electric- and hybrid transmission vehicles."
TECHNICAL ARTICLES | 2020-08-01

Gear Blank Tuning

The design of gear blanks or flanges has traditionally been driven by weight reduction. Recently innovative companies have started to use the gear blank design to tune the system dynamics to reduce gear whine.
TECHNICAL ARTICLES | 2020-07-01

DIN Q6 Meets DIN Q10 - the Need for Modern Internal Gear Production

A meaningful discussion about noise is quite difficult because the impression of "noise" is quite subjective. Everybody has a lifetime experience with sound / noise and sees themselves as an expert.
TECHNICAL ARTICLES | 2020-07-01

High Traction Differentials

This article explains how gear ratio can improve traction in a differential.
TECHNICAL ARTICLES | 2020-07-01

Influence of Planet Carrier Misalignments on the Operational Behavior of Planetary Gearboxes

This study deals with the modeling and consideration of misalignments in planetary gearboxes in the optimization and design process. Procedures for taking into account misalignments in cylindrical gearboxes are standardized and established in industry. Misalignments of central elements like carrier, sun gear or ring gear in planetary gearboxes, cause varying contact positions and variable loads, depending on the angular position of the central elements. This load, which is variable over the circumference, is not taken into account in the standardized procedures, despite its effects on the loads on the gears.
TECHNICAL ARTICLES | 2020-06-01

Quantitative Residual Stress Measurements for Improved Quality Control and Process Optimization in Gears and Additively Manufactured Components

In this article, the focus is put on one technology, X-ray diffraction (XRD), and more specifically, residual stress measurement by way of XRD for both process development and quality control.
TECHNICAL ARTICLES | 2020-06-01

Converting Revacycle to Coniflex

Mathematically precise tooth surface definition and contact analysis help to develop state-of-the-art straight bevel gears for many industrial applications. The new Coniflex-Plus manufacturing process utilizes high-speed dry cutting with production times per slot which are about twice compared to the fast Revacycle process.
TECHNICAL ARTICLES | 2020-06-01

Influence of the Contact Conditions in Cold Rolling on the Density Profile of Powder Metallurgical (PM) Gears

Due to production by pressing and sintering, PM gears are porous. Since pores reduce the loaded area and are also probable crack initiators, the porosity determines the strength of the PM component. PM gears can be densified to increase their local density and, therefore, the load-carrying capacity. PM gears are compacted locally since they are mainly loaded directly at the surface. A common process to densify PM gears locally is the cold rolling process. The contact conditions in the cold rolling process determine the density profile and, therefore, the material properties of the PM component. The influence of the contact conditions in cold rolling of PM gears on the resulting density profile is yet to be investigated.
TECHNICAL ARTICLES | 2020-05-01

New Guideline for Determining the Reliability of Planetary/Spur Gear Units

In the wind power industry, the reliability of powertrain components plays a major role. Especially in multi-megawatt offshore applications, an unplanned replacement of drivetrain components can lead to extremely high costs. Hence, the expectation of wind farm operators is to forecast the system reliability. Under the leadership of the VDMA (Mechanical Engineering Industry Association), the standardization paper 23904 "Reliability Assessment for Wind Turbines" was published in October 2019.
TECHNICAL ARTICLES | 2020-05-01

Optimal Polymer Gear Design: Metal-to-Plastic Conversion

Nowadays, the progress in polymer materials and injection molding processing has enabled a drastic expansion of plastic gear applications. They are used not only for lightly loaded motion transmissions, but also in moderately loaded power drives in automotive, agriculture, medical, robotics, and many other industries.
TECHNICAL ARTICLES | 2020-05-01

Prototyping on Bevel Gear Cutting and Grinding Machines

Why Prototyping with End-mills on Bevel Gear Machines? Manufacturing of spiral bevel and hypoid gears can be conducted in several ways.
TECHNICAL ARTICLES | 2020-03-01

Calculated Scuffing Risk: Correlating AGMA 925-A03, AGMA 6011-J14 and Original MAAG Gear Predictions

This paper relates specifically to gears that are finish ground and considered high speed per ANSI/AGMA 6011; meshing elements with PLVs (pitch line velocities) in excess of 35 m/s or rotational speeds greater than 4,500 rpm.
TECHNICAL ARTICLES | 2020-01-01

CNC Manufacturing of Circular Faced Cylindrical Gears

Spur cylindrical gears are usually cut using a hob and therefore present an essentially straight face to which crowning can be added to prevent edge contact. Rather than using a rack or hob, it is possible to cut cylindrical gears with a face mill cutter. In the following presentation, these gears are termed "spurved," i.e. — a contraction of "spur" and "curved."
TECHNICAL ARTICLES | 2020-01-01

Optimum Carburized and Hardened Case Depth

The optimum carburized and hardened case depth for each gear failure mode is different and must be defined at different locations on the gear tooth. Current gear rating standards do not fully explain the different failure modes and do not clearly define the different locations that must be considered.
TECHNICAL ARTICLES | 2020-01-01

Grinding Wheel Wear, Dressing, Tip Advance and Work Phase Angle Adjustment after Corrections

Are there rules to aid in grinding process optimization?
TECHNICAL ARTICLES | 2019-11-01

Reverse Cutter Hand for Face Milling and Face Hobbing

Is a left-hand cutter required for a left-hand face mill part?
TECHNICAL ARTICLES | 2019-11-01

A Comparative Study of Polymer Gears Made of Five Materials

The wear behavior of polymer gears made of five different materials has been investigated using an existing polymer gear test rig. Step loading tests at a constant speed of 1,000 rpm were performed. Significant differences in failure modes and performance have been observed for the five polymer gear materials for gear engagements of gears, with the same material as each other.
TECHNICAL ARTICLES | 2019-11-01

The Application of Geometrical Product Specification (GPS) - Compatible Strategies for Measurement of Involute Gears

During the revision of ISO 1328-1:2013 Cylindrical gears — ISO system of flank tolerance classification, ISO Technical Committee TC 60 WG2 delegates discussed proposals that the standard should be modified to ensure that it is compatible with the ISO Geometrical Product Specification (GPS) series of standards (Refs. 1-3). This seems sensible because the gears are geometrical components, but after reviewing the implications, it was rejected because ISO TC 60 WG2 did not think the gear manufacturing industry was ready for such a radical change in measurement strategy. The feasibility of the implementation of gears into the GPS matrix of standards has been carried out and the results conclude that this is practical, provided some key issues related to measurement uncertainty and establishing appropriate KPIs are addressed.
TECHNICAL ARTICLES | 2019-09-01

Influence of Thermal Distortion on Spur Gear Tooth Contact

In this paper the effects of thermally induced geometry distortions on load distribution and transmission error have been analyzed.
TECHNICAL ARTICLES | 2019-09-01

Design Parameters for Spline Connections

This article provides a guideline for the selection of a suitable standard in connection with the kind of spline to be designed and manufactured. Some basic formulae have been explained, together with a strategy on how to find standard tooling by calculating an appropriate profile shift factor for the spline to be designed.
TECHNICAL ARTICLES | 2019-09-01

A Precise Prediction of the Tooth Root Stresses for Involute External Gears with Any Fillet Geometry under Consideration of the Exact Meshing Condition

This paper shows a method to calculate the occurring tooth root stress for involute, external gears with any form of fillets very precisely within a few seconds.
TECHNICAL ARTICLES | 2019-08-01

Microgear Measurement Standards: Comparing Tactile, Optical and Computed Tomography Measurements

PTB's two microgear measurement standards and their analyses using seven measurement methods which are then presented, evaluated and compared with each other.
TECHNICAL ARTICLES | 2019-08-01

Impact of Root Geometry Manufacturing Deviations from a Theoretical Hob Rack on Gear Bending Stress

This study emphasizes the importance of a closed-loop approach togear design and manufacturing to assure designed root fillet shapes are attained in production, and gears meet the design intent.
TECHNICAL ARTICLES | 2019-08-01

Optimizing the Operational Behavior of Bevel Gears Using a Tolerance Field-Based Approach

The authors use data analysis to determine which tolerances have the greatest effect on transmission error, enabling them to make adjustments and reduce production costs.
TECHNICAL ARTICLES | 2019-07-01

Fully Automated Roughness Measurement on Gears — Even on the Shop Floor

Klingelnberg presents the technical aspects of its roughness measurement system.
TECHNICAL ARTICLES | 2019-07-01

Practical Gear Engineering: Answers to Common Gear Manufacturing Questions

New book from Gleason's Vice President Bevel Gear Technology will be exclusively excerpted in Gear Technology magazine.
TECHNICAL ARTICLES | 2019-07-01

Bevel Gear Blank Drawing Procedure

With this first installment we begin a series of randomly excerpted chapters from Dr. Hermann J. Stadtfeld's new book — Practical Gear Engineering.
TECHNICAL ARTICLES | 2019-07-01

Experimental and Numerical Study of a Loaded Cylindrical Glass Fiber-Reinforced PA6 Gear

Polymer gears find increasing applications in the automotive industry, office machines, food machinery, and home appliances. The main reason for this success is their low cost. Their low weight, quietness of operation, and meshing without lubricant are also interesting. However, they have poor heat resistance and are limited to rotational transmission. In order to improve the gears' behavior, glass fiber is added
TECHNICAL ARTICLES | 2019-06-01

Method for High Accuracy Cutting Blade Inspection

Inspection of the cutting blades is an important step in the bevel gear manufacture. The proper blade geometry ensures that the desired gear tooth form can be achieved. The accuracy of the process can be compromised when the blade profile consists of several small sections such as protuberance, main profile, top relief and edge radius. Another common obstacle - are outliers which can be caused by dust particles, surface roughness and also floor vibrations during the data acquisition. This paper proposes the methods to improve the robustness of the inspection process in such cases.
TECHNICAL ARTICLES | 2019-06-01

Oil-Off Characterization Method Using In-Situ Friction Measurement for Gears Operating Under Loss-of-Lubrication Conditions

The oil-off (also known as loss-of-lubrication or oil-out) performance evaluation of gears is of significant interest to the Department of Defense and various rotorcraft manufacturers, so that the aircraft can safely land in an accidental loss-of-lubricant situation. However, unlike typical gear failure modes such as pitting or bending fatigue where early detection is possible, gear failure in an oil-off situation is very rapid and likely catastrophic. Failures rapidly result in the loss of torque transmission and the inability to control the aircraft.
TECHNICAL ARTICLES | 2019-05-01

Prediction of Process Forces in Gear Honing

Gear honing is a highly productive process for the production of small and medium sized gears and is used mainly in the serial production of the automotive industry. The low robustness of the process is a particular challenge in gear honing. The consequences range from an inadequate gear quality to an early breakage of the honing tool. In order to describe the processmachine interaction, the machining forces must be known.
TECHNICAL ARTICLES | 2019-05-01

Generative Gear Milling

This paper outlines the basic principles of involute gear generation by using a milling cutter; the machine and cutting tool requirements; similarities and differences with other gear generative methods; the cutting strategy; and setup adjustments options. It also discusses the applications that would benefit the most: for coarse-pitch gears the generative gear milling technologies offer improved efficiency, expanded machine pitch capacity, decreased cutter cost, and a possibility for reducing the number of machining operations.
TECHNICAL ARTICLES | 2019-05-01

Design and Optimization of a Hybrid Vehicle Transmission

The paper is not the proof of a discovery, but it is the description of a method: the optimization of the microgeometry for cylindrical gears. The method has been applied and described on some transmissions with helical gears and compound epicyclic, used on different hybrid vehicles. However, the method is also valid for industrial gearboxes.
TECHNICAL ARTICLES | 2019-03-01

Experimental Study on the Pitting Detection Capabilities for Spur Gears Using Acoustic Emission and Vibration Analysis Methods

An experimental investigation on spur gears to characterize pitting degradation process using monitoring features.
TECHNICAL ARTICLES | 2019-03-01

New Consideration of Non-Metallic Inclusions Calculating Local Tooth Root Load Carrying Capacity of High-Strength, High-Quality Steel Gears

The effects of non-metallic inclusions in steel matrix on tooth root strength based on theoretical approach of Murakami.
TECHNICAL ARTICLES | 2019-03-01

Electric Vehicle Whine Noise - Gear Blank Tuning as an Optimization Option

Noise issues from gear and motor excitation whine are commonly faced by many within the EV and HEV industry. In this paper the authors present an advanced CAE methodology for troubleshooting and optimizing such NVH phenomenon.
TECHNICAL ARTICLES | 2019-01-01

Large Bevel Gears for Crushing Applications

Large bevel gears drive the crushing machines used to process ores and minerals in the hard-rock mining and aggregates industries. This paper is intended to help the reader understand the unique aspects of these machines, and why crushing applications fall outside the traditional automotive paradigm for bevel gears.
TECHNICAL ARTICLES | 2019-01-01

Simulation of Spiral Bevel Gear Tooth Manufacturing to Aid in One-Piece Gear Shaft Design

In helicopter applications, the two-piece gear is typically joined by welding, bolts, or splines. In the case of the U.S. Army CH-47D Chinook helicopter, a decision was made to eliminate these joints through the use of integral design. Integral shaft spiral bevel gears must be designed such that the shaft does not interfere with gear tooth cutting and grinding. This paper discusses techniques to iterate in the design stage before manufacturing begins.
TECHNICAL ARTICLES | 2019-01-01

Flank Profile Modification Optimization for Spur Asymmetric Gears

In many gear transmissions, tooth load on one flank is significantly higher and is applied for longer periods of time than on the opposite one; an asymmetric tooth shape should reflect this functional difference. The advantages of these gears allow us to improve the performance of the primary drive tooth flanks at the expense of the opposite coast flanks, which are unloaded or lightly loaded during a relatively short work period by drive flank contact and bending stress reduction. This article is about the microgeometry optimization of the spur asymmetric gears’ tooth flank profile based on the tooth bending and contact deflections.
TECHNICAL ARTICLES | 2019-01-01

CNC Milling of Straight and Spiral Bevel Gears

Contrary to what appears to be popular belief, 5-axis CNC gear manufacturing is not limited to milling with end mill, ball mill or CoSIMT (Conical Side Milling Tool — it is the generic form of the Sandvik InvoMill and Gleason UpGear tools.) tools, where throughput is too low to prevent production at any significant level. Straight and spiral bevel gear manufacturing on 5-axis CNC machines using face mill cutters provides essentially the same throughput as conventional gear cutting machines — with added benefits.
TECHNICAL ARTICLES | 2018-11-01

The Influence of a Grinding Notch on the Gear Bending Strength Rating

To achieve the requested quality, most gears today are ground. The usual grinding process includes treating the gear flank but disengaging before reaching the root rounding area. If the gear is premanufactured with a tool without protuberance, then at the position where the grinding tool retracts from the flank a grinding notch in the tooth root area is produced. Such a notch may increase the bending stresses in the root area, thus reducing the strength rating.
TECHNICAL ARTICLES | 2018-11-01

PentacMono-RT: High-Performance Face Milling Cutter Heads

The theory behind the latest bevel gear cutting tools is explained in detail.
TECHNICAL ARTICLES | 2018-11-01

Full Contact Analysis vs. Standard Load Capacity Calculation for Cylindrical Gears

In this paper local tooth contact analysis and standard calculation are used to determine the load capacity for the failure modes pitting, tooth root breakage, micropitting, and tooth flank fracture; analogies and differences between both approaches are shown. An example gearset is introduced to show the optimization potential that arises from using a combination of both methods. Difficulties in combining local approaches with standard methods are indicated. The example calculation demonstrates a valid possibility to optimize the gear design by using local tooth contact analysis while satisfying the requirement of documenting the load carrying capacity by standard calculations.
TECHNICAL ARTICLES | 2018-09-01

NVH Potential of PM Gears for Electrified Drivetrains

Electrification has already started to have a noticeable impact on the global automotive industry. As a result, the drivetrains of hybrid (HEV) and full electric vehicles (EV) are facing many challenges, like increased requirements for NVH in high speed e-Drives and the need for performance improvements to deal with recuperation requirements. Motivated by the positive validation results of surface densified manual transmission gears which are also applicable for dedicated hybrid transmissions (DHTs) like e-DCTs, GKN engineers have been looking for a more challenging application for PM gears within those areas.
TECHNICAL ARTICLES | 2018-09-01

Powder Metal Through the Process Steps

Powder metal (PM) gears normally sell due to the lower cost and their relatively high mechanical performance. The reason behind the lower cost is that most of the machining is omitted due to the net-shape forming process. So how net-shape are powder metal gears? In this article some hard-to-find information about the tolerances through the manufacturing steps will be presented.
TECHNICAL ARTICLES | 2018-09-01

First Part Right - Fiction or Reality

This paper analyzes the different influences of the deviations between nominal and actual geometry for a first-cut bevel gear. In each section, the customary tolerances are quantified and the possibilities to reduce them are discussed.
TECHNICAL ARTICLES | 2018-09-01

Influence of Different Manufacturing Processes on Properties of Surface-Densified PM Gears

The properties of both shot-peened and cold rolled PM gears are analyzed and compared. To quantify the effect of both manufacturing processes, the tooth root bending fatigue strength will be evaluated and compared to wrought gears.
TECHNICAL ARTICLES | 2018-08-01

Influences of the Residual Stress Condition on the Load-Carrying Capacity of Case-Hardened Gears

Highly loaded gears are usually casehardened to fulfill the high demands on the load-carrying capacity. Several factors, such as material, heat treatment, or macro and micro geometry, can influence the load-carrying capacity. Furthermore, the residual stress condition also significantly influences load-carrying capacity. The residual stress state results from heat treatment and can be further modified by manufacturing processes post heat treatment, e.g. grinding or shot peening.
TECHNICAL ARTICLES | 2018-08-01

UNIMILL for Prototype and Small-Batch Bevel Gear Manufacturing

UNIMILL is a milling method for the manufacture of prototype bevel gears using end mills or disk cutters.
TECHNICAL ARTICLES | 2018-07-01

A Comparison of Current AGMA, ISO and API Gear Rating Methods

There are many different gear rating methods in use today, and they can give substantially different results for any given gearset. This paper will make it easy to understand the choices and the impact the choices have on gearbox design. Eight standards are included - AGMA 2001; AGMA 6011; AGMA 6013; ISO 6336; API 613; API 617; API 672; and API 677. (Click HERE for the Appendix to this article).
TECHNICAL ARTICLES | 2018-07-01

Complete Measurement of Gearbox Components

In today's production environment, a variety of different measurement devices is used to assess the quality and accuracy of workpieces. These devices include CMMs, gear checkers, form testers, roughness testers, and more. It requires a high machine investment and a high handling effort - especially if a full end-of-line measurement is needed. One approach to reduce quality costs is to include all measurements in one single machine that is suitable and robust enough for use in production.
TECHNICAL ARTICLES | 2018-07-01

Sensitivity Study of Press Quench Process and Concept of Tooling Design for Reduced Distortion by Modeling

Press quenching is designed to harden steel gears while minimizing distortion, and the process is especially applied for hardening large diameter thin-wall gears, face gears and bevel gears. The dimensional control aims at maintaining flatness, out-of-round, straightness and consistency of radial size. The press quench tooling and the process design have been mainly experience-based, using a trial and error approach for implementation of new processes, new gear materials and gear configurations.
TECHNICAL ARTICLES | 2018-06-01

Predicting Life on Through Hardened Steel Rack and Pinion for Jacking Applications in the Offshore Industry

Designing and sizing a rack-and-pinion system, per AGMA and ISO gear calculation.
TECHNICAL ARTICLES | 2018-06-01

Human Machine Interface (HMI) in Gear Manufacturing

"Documentation is not a Substitute for an Intuitive Interface." The author explores the development of modern controls for a CNC gear grinding machine.
TECHNICAL ARTICLES | 2018-06-01

Standard Samples for Grinder Burn Etch Testing

A different method to produce a sample that has a very consistent amount of thermal damage.
TECHNICAL ARTICLES | 2018-05-01

Prediction of Dynamic Factors for Helical Gears in a High-Speed Multibody Gearbox System

Accurate prediction of gear dynamic factors (also known as Kv factors) is necessary to be able to predict the fatigue life of gears. Standards-based calculations of gear dynamic factors have some limitations. In this paper we use a multibody dynamic model, with all 6 degrees of freedom (DOF) of a high-speed gearbox to calculate gear dynamic factors. The findings from this paper will help engineers to understand numerous factors that influence the prediction of dynamic factors and will help them to design more reliable gears.
TECHNICAL ARTICLES | 2018-03-01

Effect of Non-Metallic Inclusions on Bending Fatigue Performance in High Strength 4140 Steel

Three samples of quenched and tempered 4140 steel, with varying levels of oxygen and sulfur, were submitted to a series of bending fatigue tests.
TECHNICAL ARTICLES | 2018-03-01

Reliability, Lifetime and Safety Factors

A discussion of ISO and AGMA standards for gears, shafts and bearings, and the art of designing a gearbox that meets your requirements.
TECHNICAL ARTICLES | 2018-01-01

Cyber Physical Gear Production System: A Vision of Industry 4.0 Gear Production

This report describes Klingelnberg's vision of Industry 4.0 gear production.
TECHNICAL ARTICLES | 2018-01-01

Analysis of the Influence of the Working Angles on the Tool Wear in Gear Hobbing

A calculation method is developed to estimate tool wear on hobs.
TECHNICAL ARTICLES | 2018-01-01

Globalization's Effect Upon Gear Steel Quality

Background on the development of a high-speed, automatic hardness tester for gear steels.
TECHNICAL ARTICLES | 2017-11-01

Rating of Helical Asymmetric Tooth Gears

Although gear geometry and the design of asymmetric tooth gears are well known and published, they are not covered by modern national or international gear design and rating standards. This limits their broad implementation for various gear applications, despite substantial performance advantages in comparison to symmetric tooth gears for mostly unidirectional drives. In some industries — like aerospace, that are accustomed to using gears with non-standard tooth shapes — the rating of these gears is established by comprehensive testing. However, such testing programs are not affordable for many other gear drive applications that could also benefit from asymmetric tooth gears.
TECHNICAL ARTICLES | 2017-11-01

Three-Face Blade Technology

The author compares the standard two-face blade technology with the three-face blade technology for manufacturing bevel gears.
TECHNICAL ARTICLES | 2017-11-01

Influence of the Defect Size on the Tooth Root Load Carrying Capacity

The objective of this work is to introduce a method for the calculation of the tooth root load carrying capacity for gears, under consideration of the influence of the defect size on the endurance fatigue strength of the tooth root. The theoretical basis of this method is presented in this paper as well as the validation in running tests of helical and beveloid gears with different material batches, regarding the size distribution of inclusions. The torque level for a 50 percent failure probability of the gears is evaluated on the test rig and then compared to the results of the simulation. The simulative method allows for a performance of the staircase method that is usually performed physically in the back-to-back tests for endurance strength, as the statistical influence of the material properties is considered in the calculation model. The comparison between simulation and tests shows a high level of accordance.
TECHNICAL ARTICLES | 2017-09-01

Tooth Contact Analysis - Off Line of Action Contact and Polymer Gears

The aim of the study was to apply such a specialized tooth contact analysis method, well-used within the steel gear community, to a polymer gear application to assess what modifications need be made to these models for them to be applicable to polymer gears.
TECHNICAL ARTICLES | 2017-09-01

Wear Investigation of Finish Rolled Powder Metal Gears

When manufacturing powder metal (PM) gears lead crowning is not achievable in the compaction process. This has to be accomplished either by shaving, grinding or honing. Each of these processes has their merits and draw backs. When employing rolling using a roll burnishing machine lead crowning can be accomplished but due to errors in profile a hard finishing operation such as grinding is used by the industry. In this paper a helical PM gear that has sufficient tolerance class after rolling has been tested in a test rig for durability and the wear has been studied.
TECHNICAL ARTICLES | 2017-09-01

Analysis of Excitation Behavior of Two-Stage Gearbox Based Upon Validated Simulation Model

In order to reduce costs for development and production, the objective in gearbox development and design is to predict running and noise behavior of a gearbox without manufacturing a prototype and running expensive experimental investigations. To achieve this objective, powerful simulation models have to be set up in a first step. Afterwards, those models have to be qualified and compared to experimental investigations. During the investigation procedure of gearboxes, there are two possibilities to evaluate the running and noise behavior: quasi-static and dynamic investigations. In times of engine downsizing, e-mobility and lightweight design, the dynamic excitation behavior is becoming increasingly important.
TECHNICAL ARTICLES | 2017-08-01

Determination of Maximum Loads for Drivetrain Components in Thrusters Using Flexible Multibody-System Models

The usage of modern thrusters allows combining the functions of the drive and the ship rudder in one unit, which are separated in conventional ship propulsion systems. The horizontally oriented propeller is supported in a vertically rotatable nacelle that is mounted underneath the ship's hull. The propeller can directly or indirectly be driven by an electric motor or combustion engine. Direct drive requires the installation of a low-speed electric motor in the nacelle. This present paper concentrates on indirect drives where the driving torque is transferred by bevel gear stages and shafts from the motor to the propeller.
TECHNICAL ARTICLES | 2017-08-01

FE-Based Approaches for Tip Relief Design

The deformation of the gear teeth due to load conditions may cause premature tooth meshing. This irregular tooth contact causes increased stress on the tooth flank. These adverse effects can be avoided by using defined flank modifications, designed by means of FE-based tooth contact analysis.
TECHNICAL ARTICLES | 2017-08-01

Efficient Hard Finishing of Asymmetric Tooth Profiles and Topological Modifications by Generating Grinding

In order to improve load-carrying capacity and noise behavior, gears usually have profile and lead modifications. Furthermore, in gears where a specified tooth-flank load application direction (for drive and coast flanks) is a design enhancement, or even compulsory, the asymmetric tooth profile is a further solution. Nowadays, many gears need to be hard finished. Continuous generating grinding offers a very high process efficiency, but is this process able to grind all modifications, especially asymmetric gears? Yes, it is!
TECHNICAL ARTICLES | 2017-07-01

Contact Fatigue Characterization of Through-Hardened Steel for Low-Speed Applications like Hoisting

In several applications like hoisting equipment and cranes, open gears are used to transmit power at rather low speeds (tangential velocity < 1m/s) with lubrication by grease. In consequence those applications have particularities in terms of lubricating conditions and friction involved, pairing of material between pinion and gear wheel, lubricant supply, loading cycles and behavior of materials with significant contact pressure due to lower number of cycles.
TECHNICAL ARTICLES | 2017-07-01

MicroPulse and MicroShift for Ground Bevel Gearsets

Grinding of bevel and hypoid gears creates on the surface a roughness structure with lines that are parallel to the root. Imperfections of those lines often repeat on preceding teeth, leading to a magnification of the amplitudes above the tooth mesh frequency and their higher harmonics. This phenomenon is known in grinding and has led in many cylindrical gear applications to an additional finishing operation (honing). Until now, in bevel and hypoid gear grinding, a short time lapping of pinion and gear after the grinding operation, is the only possibility to change the surface structure from the strongly root line oriented roughness lines to a diffuse structure.
TECHNICAL ARTICLES | 2017-07-01

Surface Characteristics of Hobbed Gears

Gear hobbing is one of the most productive manufacturing processes for cylindrical gears. The quality of the gears is a result of the tool quality, the precision of the workpiece, tool clamping and kinematics of the machine. The dry gear hobbing process allows machining of gears with a quality according to the DIN standard up to IT 5. To evaluate which gear quality is possible to machine with a given clamping and hob, it is useful to simulate the process in advance.
TECHNICAL ARTICLES | 2017-06-01

Twist Control Grinding

This paper introduces the latest process developments for the hard-finishing of gears, specifically in regard to controlling the so-called flank twist.
TECHNICAL ARTICLES | 2017-06-01

Surface Structure Shift for Ground Bevel Gears

Ground bevel and hypoid gears have a designed motion error that defines parts of their NVH behavior. The surface structure is defined by the hard finishing process.
TECHNICAL ARTICLES | 2017-06-01

Designing Very Strong Gear Teeth by Means of High Pressure Angles

The purpose of this paper is to present a method of designing and specifying gear teeth with much higher bending and surface contact strength (reduced bending and surface contact stresses). This paper will show calculation procedures, mathematical solutions and the theoretical background equations to do this.
TECHNICAL ARTICLES | 2017-05-01

Girth Gears - More than Just Metal and Teeth

Large, multi-segmented girth gears do not behave like the relatively compact, rigid, monolithic structures we typically envision when discussing gear manufacturing. Girth gears are very large, non-rigid structures that require special care during the machining of individual mating segments as well as the assembled gear blank itself.
TECHNICAL ARTICLES | 2017-05-01

Inclusion-Based Bending Strength Calculation of Gears

Reduced component weight and ever-increasing power density require a gear design on the border area of material capacity. In order to exploit the potential offered by modern construction materials, calculation methods for component strength must rely on a deeper understanding of fracture and material mechanics in contrast to empirical-analytical approaches.
TECHNICAL ARTICLES | 2017-05-01

Performance and Machining of Advanced Engineering Steels in Power Transmission Applications - Continued Developments

It is becoming increasingly apparent that material properties can and will play a greater role than before in addressing the challenges most transmission manufacturers are facing today. Making use of materials' intrinsic fatigue properties provides a new design tool to support the market changes taking place.
TECHNICAL ARTICLES | 2017-03-01

Performance of Gears Manufactured by 5-Axis Milling

Free form milling of gears becomes more and more important as a flexible machining process for gears. Reasons for that are high degrees of freedom as the usage of universal tool geometry and machine tools is possible. This allows flexible machining of various gear types and sizes with one manufacturing system. This paper deals with manufacturing, quality and performance of gears made by free form milling. The focus is set on specific process properties of the parts. The potential of free form milling is investigated in cutting tests of a common standard gear. The component properties are analyzed and flank load-carrying capacity of the gears is derived by running trials on back-to-back test benches. Hereby the characteristics of gears made by free form milling and capability in comparison with conventionally manufactured gears will be shown.
TECHNICAL ARTICLES | 2017-03-01

Analysis and Optimization of Contact Ratio of Asymmetric Gears

This article presents an analysis of asymmetric tooth gears considering the effective contact ratio that is also affected by bending and contact tooth deflections. The goal is to find an optimal solution for high performance gear drives, which would combine high load capacity and efficiency, as well as low transmission error (which affects gear noise and vibration).
TECHNICAL ARTICLES | 2017-01-01

Development of High-Hardness-Cast Gears for High-Power Mining Applications

Multiple possibilities are available to increase the transmissible power of girth gears. These solutions include: using a larger module, increasing of the gear diameter through the number of teeth, enlarging the face width, and increasing the hardness of the base material. The first three parameters are mostly limited by cutting machine capability. Module, outside diameter, and face width (for a cast gear) can theoretically be increased to infinity, but not the cutting machine dimensions. There are also practical limits with respect to the installation of very large diameter/large face width gears.
TECHNICAL ARTICLES | 2017-01-01

Repair of Large, Surface-Degraded Industrial Gears - a New Approach

This paper presents a new approach to repair industrial gears by showing a case study where pressure angle modification is also considered, differently from the past repairing procedures that dealt only with the modification of the profile shift coefficient. A computer program has been developed to automatically determine the repair alternatives under two goals: minimize the stock removal or maximize gear tooth strength.
TECHNICAL ARTICLES | 2016-11-01

The Role of Natural Frequencies in Grinding Systems Vibration

Excessive machine tool vibration during a precision grinding operation can result in poor workpiece quality in the form of chatter, rough finishes, burn, etc. One possible reason for excessive vibration is directly associated with the relationship between natural frequencies of a machine tool system and the operating speed of the grinding wheel spindle.
TECHNICAL ARTICLES | 2016-11-01

Calculation of the Tooth Root Strength of Worm Wheel Teeth Based on Local Stresses

How local stresses obtained from FEA can be used to determine fatigue strength of worm wheel teeth.
TECHNICAL ARTICLES | 2016-11-01

Influence of Topography Deviations on the Psychoacoustic Evaluation of Ground Bevel Gears

In the design process of transmissions, one major criterion is the resulting noise emission of the powertrain due to gear excitation. Within the past years, much investigation has shown that the noise emission can be attributed to quasi-static transmission error. Therefore, the transmission error can be used for a tooth contact analysis in the design process, as well as a characteristic value for quality assurance by experimental inspections.
TECHNICAL ARTICLES | 2016-11-01

Optimal Flank Forms for Large Bevel Gears

At first sight the appearance of 5-axis milling for bevel gears opens new possibilities in flank form design. Since in comparison to existing machining methods applying cutter heads no kinematic restrictions exist for 5-axis milling technology, any flank form can be machined. Nevertheless the basic requirements for bevel gears did not change. Specifications and functional requirements like load carrying capacity and running behavior are still increasing demands for design and manufacturing. This paper describes the demands for gear design and gives an overview about different design principles in the context of the surrounding periphery of the gear set.
TECHNICAL ARTICLES | 2016-09-01

Increased Tooth Bending Strength and Pitting Load Capacity of Fine-Module Gears

The common calculation methods according to DIN 3990 and ISO 6336 are based on a comparison of occurring stress and allowable stress. The influence of gear size on the load-carrying capacity is considered with the size factors YX (tooth root bending) and ZX (pitting), but there are further influences, which should be considered. In the following, major influences of gear size on the load factors as well as on the permissible tooth root bending and contact stress will be discussed.
TECHNICAL ARTICLES | 2016-09-01

A Proposed Pre-Finish Cylindrical Gear Quality Standard

This proposed standard would not make any recommendations regarding the required quality for any application. The intent is to establish standard pre-finish quality classes for typical finishing operations, which only include the inspection elements that are important to properly evaluate pre-finish gear quality as it applies to the finishing operation. It would be the responsibility of the manufacturing/process engineer, quality engineer, or other responsible individual to establish the required pre-finish quality class for their application.
TECHNICAL ARTICLES | 2016-09-01

Finite Element Analysis of Tooth Flank Fracture Using Boundary Conditions from LTCA

This paper demonstrates an application of the tooth interior fatigue fracture (TIFF) analysis method, as implemented in SMT's MASTA software, in which loaded tooth contact analysis (LTCA) results from a specialized 3-D contact model have been utilized to determine the load boundary conditions for analysis of tooth flank fracture (TFF).
TECHNICAL ARTICLES | 2016-08-01

Transient EHL Analysis of Helical Gears

This paper addresses the lubrication of helical gears - especially those factors influencing lubricant film thickness and pressure. Contact between gear teeth is protected by the elastohydrodynamic lubrication (EHL) mechanism that occurs between nonconforming contact when pressure is high enough to cause large increases in lubricant viscosity due to the pressure-viscosity effect, and changes of component shape due to elastic deflection. Acting together, these effects lead to oil films that are stiff enough to separate the contacting surfaces and thus prevent significant metal-to-metal contact occurring in a well-designed gear pair.
TECHNICAL ARTICLES | 2016-08-01

Innovative Steel Design and Gear Machining of Advanced Engineering Steel

The increasing demands in the automotive industry for weight reduction, fuel efficiency and a reduced carbon footprint need to be addressed urgently. Up until now, widely used conventional steels have lived up to expectations. However, with more stringent emissions standards, demands on materials are increasing. Materials are expected to perform better, resulting in a need for increased fatigue strength. A possibility to increase torque on current generations without design changes can be achieved by selecting suitable materials.
TECHNICAL ARTICLES | 2016-07-01

Improved Broaching Steel Technology

Broaching is a machining technique commonly used to cut gear teeth or cam profiles for the high volume manufacture of power transmission parts used in vehicles (Refs. 1–2). This article shows how the right gear blank material can make all the difference if you want to get more parts out of each tool.
TECHNICAL ARTICLES | 2016-07-01

Influence of Hobbing Tool Generating Scallops on Root Fillet Stress Concentrations

While designing gear and spline teeth, the root fillet area and the corresponding maximum tensile stress are primary design considerations for the gear designer. Root fillet tensile stress may be calculated using macro-geometry values such as module, minor diameter, effective fillet radius, face width, etc.
TECHNICAL ARTICLES | 2016-07-01

Hybrid Hertzian and FE-Based Helical Gear-Loaded Tooth Contact Analysis and Comparison with FE

Gear-loaded tooth contact analysis is an important tool for the design and analysis of gear performance within transmission and driveline systems. Methods for the calculation of tooth contact conditions have been discussed in the literature for many years. It's possible the method you've been using is underestimating transmission error in helical gears. Here's why.
TECHNICAL ARTICLES | 2016-06-01

Worm Gear Efficiency Estimation and Optimization

This paper outlines the comparison of efficiencies for worm gearboxes with a center distance ranging from 28 - 150 mm that have single reduction from 5 to 100:1. Efficiencies are calculated using several standards (AGMA, ISO, DIN, BS) or by methods defined in other bibliographic references. It also deals with the measurement of torque and temperature on a test rig — required for the calibration of an analytical model to predict worm gearbox efficiency and temperature. And finally, there are examples of experimental activity (wear and friction measurements on a blockon- ring tribometer and the measurements of dynamic viscosity) regarding the effort of improving the efficiency for worm gear drivers by adding nanoparticles of fullerene shape to standard PEG lubricant
TECHNICAL ARTICLES | 2016-06-01

Bevel Gear Cutting Methods

THE FINAL CHAPTER This is the last in the series of chapters excerpted from Dr. Hermann J. Stadtfeld's Gleason Bevel Gear Technology - a book written for specialists in planning, engineering, gear design and manufacturing. The work also addresses the technical information needs of researchers, scientists and students who deal with the theory and practice of bevel gears and other angular gear systems. While all of the above groups are of course of invaluable importance to the gear industry, it is surely the students who hold the key to its future. And with that knowledge it is reassuring to hear from Dr. Stadtfeld of the enthusiastic response he has received from younger readers of these chapter installments.
TECHNICAL ARTICLES | 2016-06-01

Gear Backlash Analysis of Unloaded Gear Pairs in Transmissions

A best practice in gear design is to limit the amount of backlash to a minimum value needed to accommodate manufacturing tolerances, misalignments, and deflections, in order to prevent the non-driving side of the teeth to make contact and rattle. Industry standards, such as ANSI/AGMA 2002 and DIN3967, provide reference values of minimum backlash to be used in the gear design. However, increased customers' expectations in vehicle noise eduction have pushed backlash and allowable manufacturing tolerances to even lower limits. This is especially true in the truck market, where engines are quieter because they run at lower speeds to improve fuel economy, but they quite often run at high torsional vibration levels. Furthermore, gear and shaft arrangements in truck transmissions have become more complex due to increased number of speeds and to improve efficiency. Determining the minimum amount of backlash is quite a challenge. This paper presents an investigation of minimum backlash values of helical gear teeth applied to a light-duty pickup truck transmission. An analytical model was developed to calculate backlash limits of each gear pair when not transmitting load, and thus susceptible to generate rattle noise, through different transmission power paths. A statistical approach (Monte Carlo) was used since a significant number of factors affect backlash, such as tooth thickness variation; center distance variation; lead; runout and pitch variations; bearing clearances; spline clearances; and shaft deflections and misalignments. Analytical results identified the critical gear pair, and power path, which was confirmed experimentally on a transmission. The approach presented in this paper can be useful to design gear pairs with a minimum amount of backlash, to prevent double flank contact and to help reduce rattle noise to lowest levels.
TECHNICAL ARTICLES | 2016-05-01

Noise Reduction in an EV Hub Drive Using a Full Test and Simulation Methodology

With the ongoing push towards electric vehicles (EVs), there is likely to be increasing focus on the noise impact of the gearing required for the transmission of power from the (high-speed) electric motor to the road. Understanding automotive noise, vibration and harshness (NVH) and methodologies for total in-vehicle noise presupposes relatively large, internal combustion (IC) contributions, compared to gear noise. Further, it may be advantageous to run the electric motors at significantly higher rotational speed than conventional automotive IC engines, sending geartrains into yet higher speed ranges. Thus the move to EV or hybrid electric vehicles (HEVs) places greater or different demands on geartrain noise. This work combines both a traditional NVH approach (in-vehicle and rig noise, waterfall plots, Campbell diagrams and Fourier analysis) - with highly detailed transmission error measurement and simulation of the complete drivetrain - to fully understand noise sources within an EV hub drive. A detailed methodology is presented, combining both a full series of tests and advanced simulation to troubleshoot and optimize an EV hub drive for noise reduction.
TECHNICAL ARTICLES | 2016-05-01

Rules for Optimal Basic Design of Bevel Gears

Bevel Gear Technology Chapter 6
TECHNICAL ARTICLES | 2016-03-01

Practical Approach to Determining Effective Case Depth of Gas Carburizing

Effective case depth is an important factor and goal in gas carburizing, involving complicated procedures in the furnace and requiring precise control of many thermal parameters. Based upon diffusion theory and years of carburizing experience, this paper calculates the effective case depth governed by carburizing temperature, time, carbon content of steel, and carbon potential of atmosphere. In light of this analysis, carburizing factors at various temperatures and carbon potentials for steels with different carbon content were calculated to determine the necessary carburizing cycle time. This methodology provides simple (without computer simulation) and practical guidance of optimized gas carburizing and has been applied to plant production. It shows that measured, effective case depth of gear parts covering most of the industrial application range (0.020 inch to over 0.250 inch) was in good agreement with the calculation.
TECHNICAL ARTICLES | 2016-03-01

Practical Gear Characteristics: Process Characteristics of the Most Popular Cutting Methods

The cutting process consists of either a roll only (only generating motion), a plunge only or a combination of plunging and rolling. The material removal and flank forming due to a pure generating motion is demonstrated in the simplified sketch in Figure 1 in four steps. In the start roll position (step 1), the cutter profile has not yet contacted the work. A rotation of the work around its axis (indicated by the rotation arrow) is coupled with a rotation of the cutter around the axis of the generating gear (indicated by the vertical arrow) and initiates a generating motion between the not-yet-existing tooth slot of the work and the cutter head (which symbolizes one tooth of the generating gear).
TECHNICAL ARTICLES | 2016-01-01

Thermal Behavior of a High-Speed Gear Unit

In this paper a thermal network model is developed to simulate the thermal behavior of a high-speed, one-stage gear unit which is jet-lubricated.
TECHNICAL ARTICLES | 2016-01-01

Influences on Failure Modes and Load-Carrying Capacity of Grease-Lubricated Gears

In order to properly select a grease for a particular application, a sound knowledge of the influence of different grease components and operating conditions on the lubrication supply mechanism and on different failure modes is of great benefit.
TECHNICAL ARTICLES | 2016-01-01

The Importance of Profile Shift, Root Angle Correction and Cutter Head Tilt

Chapter 2, Continued In the previous sections, development of conjugate, face milled as well as face hobbed bevel gearsets - including the application of profile and length crowning - was demonstrated. It was mentioned during that demonstration that in order to optimize the common surface area, where pinion and gear flanks have meshing contact (common flank working area), a profile shift must be introduced. This concluding section of chapter 2 explains the principle of profile shift; i.e. - how it is applied to bevel and hypoid gears and then expands on profile side shift, and the frequently used root angle correction which - from its gear theoretical understanding - is a variable profile shift that changes the shift factor along the face width. The end of this section elaborates on five different possibilities to tilt the face cutter head relative to the generating gear, in order to achieve interesting effects on the bevel gear flank form. This installment concludes chapter 2 of the Bevel Gear Technology book that lays the foundation of the following chapters, some of which also will be covered in this series.
TECHNICAL ARTICLES | 2015-11-01

Development of Usable Bevel Gearset with Length and Profile Crowning

In the previous sections, the development of conjugate bevel gearsets via hand calculations was demonstrated. The goal of this exercise was to encourage the reader to gain a basic understanding of the theory of bevel gears. This knowledge will help gear engineers to better judge bevel gear design and their manufacturing methods. In order to make the basis of this learning experience even more realistic, this chapter will convert a conjugate bevel gearset into a gearset that is suitable in a real-world application. Length and profile crowning will be applied to the conjugate flank surfaces. Just as in the previous chapter, all computations are demonstrated as manual hand calculations. This also shows that bevel gear theory is not as complicated as commonly assumed.
TECHNICAL ARTICLES | 2015-11-01

Knowing When Enough Is Enough

Detection of impending gear tooth failure is of interest to every entity that utilizes geared transmissions. However, it is of particular significance at the Gear Research Institute (GRI), where sponsored efforts are conducted to establish gear material endurance limits, utilizing gear fatigue tests. Consequently, knowing when a gear is about to fail in each and every test, in a consistent manner, is essential for producing reliable and useful data for the gear industry.
TECHNICAL ARTICLES | 2015-11-01

Process Model for Honing Larger Gears

Hard finishing technology, e.g. — honing — is used to manufacture high-performance gears. Gear honing is primarily used to hard finish small- and medium-sized automotive gears. And yet trials have shown that gears with a module larger than mn = 4 mm can also be honed efficiently, but problems often occur due to unstable process design. In this paper a model to improve the process design is described.
TECHNICAL ARTICLES | 2015-09-01

Local Simulation of the Specific Material Removal Rate for Generating Gear Grinding

Generating gear grinding is one of the most important finishing processes for small and medium-sized gears, its process design often determined by practical knowledge. Therefore a manufacturing simulation with the capability to calculate key values for the process — such as the specific material removal rate — is developed here. Indeed, this paper presents first results of a model for a local analysis of the value. Additionally, an empirical formula — based on a multiple regression model for a global value describing the process — is provided.
TECHNICAL ARTICLES | 2015-09-01

Development of a Face Hobbed Spiral Bevel Gearset

This article is the fourth installment in Gear Technology's series of excerpts from Dr. Hermann J. Stadtfeld's book, Gleason Bevel Gear Technology. The first three excerpts can be found in our June, July and August 2015 issues. In the previous chapter, we demonstrated the development of a face-milled spiral bevel gearset. In this section, an analogue face-hobbed bevel gearset is derived.
TECHNICAL ARTICLES | 2015-09-01

Gear Tooth Surface Roughness of Helical Gears Manufactured by a Form Milling Cutter

Manufacturing involute gears using form grinding or form milling wheels are beneficial to hobs in some special cases, such as small scale production and, the obvious, manufacture of internal gears. To manufacture involute gears correctly the form wheel must be purpose-designed, and in this paper the geometry of the form wheel is determined through inverse calculation. A mathematical model is presented where it is possible to determine the machined gear tooth surface in three dimensions, manufactured by this tool, taking the finite number of cutting edges into account. The model is validated by comparing calculated results with the observed results of a gear manufactured by an indexable insert milling cutter.
TECHNICAL ARTICLES | 2015-08-01

Gear Mathematics for Bevel & Hypoid Gears

The calculation begins with the computation of the ring gear blank data. The geometrically relevant parameters are shown in Figure 1. The position of the teeth relative to the blank coordinate system of a bevel gear blank is satisfactorily defined with...
TECHNICAL ARTICLES | 2015-08-01

Tooth Flank Fracture - Basic Principles and Calculation Model for a Sub-Surface-Initiated Fatigue Failure Mode of Case-Hardened Gears

Cracks initiated at the surface of case-hardened gears may lead to typical life-limiting fatigue failure modes such as pitting and tooth root breakage. Furthermore, the contact load on the flank surface induces stresses in greater material depth that may lead to crack initiation below the surface if the local material strength is exceeded. Over time the sub-surface crack propagation may lead to gear failure referred to as “tooth flank fracture” (also referred to as “tooth flank breakage”). This paper explains the mechanism of this subsurface fatigue failure mode and its decisive influence factors, and presents an overview of a newly developed calculation model.
TECHNICAL ARTICLES | 2015-08-01

Gear Noise Prediction in Automotive Transmissions

Due to increasing requirements regarding the vibrational behavior of automotive transmissions, it is necessary to develop reliable methods for noise evaluation and design optimization. Continuous research led to the development of an elaborate method for gear noise evaluation. The presented methodology enables the gear engineer to optimize the microgeometry with respect to robust manufacturing.
TECHNICAL ARTICLES | 2015-07-01

Gear Inspection in a Shop Floor Environment

As in nearly all industries, more costeffective solutions are currently called for in the gear manufacturing industry.
TECHNICAL ARTICLES | 2015-07-01

I Like Big Gears and I Cannot Lie!

Many years ago, when asked how the five-meter gear was checked, the quality manager responded, “When they’re that big, they’re never bad!” That may have been the attitude and practice in the past, but it no longer serves the manufacturer nor the customer. Requirements have been evolving steadily, requiring gears to perform better and last longer.
TECHNICAL ARTICLES | 2015-07-01

The Basics of Gear Theory, Part 2

The first part of this publication series covered the general basics of involute gearing and applied the generating principle of cylindrical gears analogous to angular gear axis arrangements the kinematic coupling conditions between the two mating members have been postulated in three rules. Entering the world of bevel gears also required to dwell somewhat on the definition of conjugacy. The second part is devoted to the different generating gears and the chain of kinematic relationships between the gear - gear generator - pinion generator and pinion.
TECHNICAL ARTICLES | 2015-07-01

Elastohydrodynamic Lubrication (EHL): A Review

This review of elastohydrodynamic lubrication (EHL) was derived from many excellent sources (Refs. 1–5). The review of Blok’s flash temperature theory was derived from his publications (Refs. 6–9). An excellent general reference on all aspects of tribology is the Encyclopedia of Tribology (Ref. 10).
TECHNICAL ARTICLES | 2015-07-01

Impact of Indexing Errors on Spur Gear Dynamics

A transverse-torsional dynamic model of a spur gear pair is employed to investigate the influence of gear tooth indexing errors on the dynamic response. With measured long-period quasi-static transmission error time traces as the primary excitation, the model predicts frequency-domain dynamic mesh force and dynamic transmission error spectra. The dynamic responses due to both deterministic and random tooth indexing errors are predicted.
TECHNICAL ARTICLES | 2015-06-01

The Basics of Gear Theory

Beginning with our June Issue, Gear Technology is pleased to present a series of full-length chapters excerpted from Dr. Hermann J. Stadtfeld’s latest scholarly — yet practical — contribution to the gear industry — Gleason Bevel Gear Technology. Released in March, 2014 the book boasts 365 figures intended to add graphic support of a better understanding and easier recollection of the covered material.
TECHNICAL ARTICLES | 2015-06-01

An Approach to Pairing Bevel Gears from Conventional Cutting Machine with Gears Produced on 5-Axis Milling Machine

Developed here is a new method to automatically find the optimal topological modification from the predetermined measurement grid points for bevel gears. Employing this method enables the duplication of any flank form of a bevel gear given by the measurement points and the creation of a 3-D model for CAM machining in a very short time. This method not only allows the user to model existing flank forms into 3-D models, but also can be applied for various other purposes, such as compensating for hardening distortions and manufacturing deviations which are very important issues but not yet solved in the practical milling process.
TECHNICAL ARTICLES | 2015-06-01

Test Facility Simulation Results for Aerospace Loss-of-Lubrication of Spur Gears

Prior to receiving airworthiness certification, extensive testing is required during the development of rotary wing aircraft drive systems. Many of these tests are conducted to demonstrate the drive system’s ability to operate at extreme conditions, i.e. — beyond that called for in the normal to maximum power operating range.
TECHNICAL ARTICLES | 2015-06-01

Optimal Modifications on Helical Gears for Good Load Distribution and Minimal Wear

Helical gear teeth are affected by cratering wear — particularly in the regions of low oil film thicknesses, high flank pressures and high sliding speeds. The greatest wear occurs on the pinion — in the area of negative specific sliding. Here the tooth tip radius of the driven gear makes contact with the flank of the driving gear with maximum sliding speed and pressure.
TECHNICAL ARTICLES | 2015-05-01

Hypoid Gears with Involute Teeth

This paper presents the geometric design of hypoid gears with involute gear teeth. An overview of face cutting techniques prevalent in hypoid gear fabrication is presented. Next, the specification of a planar involute rack is reviewed. This rack is used to define a variable diameter cutter based upon a system of cylindroidal coordinates; thus, a cursory presentation of cylindroidal coordinates is included. A mapping transforms the planar involute rack into a variable diameter cutter using the cylindroidal coordinates. Hypoid gears are based on the envelope of this cutter. A hypoid gear set is presented based on an automotive rear axle.
TECHNICAL ARTICLES | 2015-05-01

Surface Roughness Measurements of Cylindrical Gears and Bevel Gears on Gear Inspection Machines

Alongside the macro test parameters on tooth flanks for profile and tooth traces, surface properties (roughness) play a decisive role in ensuring proper toothed gear function. This article addresses roughness measurement systems on tooth flanks. In addition to universal test equipment, modified test equipment based on the profile method for use on gears is addressed in particular. The equipment application here refers to cylindrical gear flanks and bevel gear flanks. The most important roughness parameters, as well as the implementation of the precise measurement procedure will also be described under consideration of the applicable DIN EN ISO standards as well as the current VDI/VDE Directive 2612 Sheet 5.
TECHNICAL ARTICLES | 2015-03-01

Prediction of Surface Zone Changes in Generating Gear Grinding

One process for hard finishing gears is generating gear grinding. Due to its high process efficiency, generating gear grinding has replaced other grinding processes such as profile grinding in batch production of small- and middle-sized gears. Yet despite the wide industrial application of generating gear grinding, the process design is based on experience along with time- and cost-intensive trials. The science-based analysis of generating gear grinding demands a high amount of time and effort, and only a few published scientific analyses exist. In this report a thermo-mechanical process model that describes influences on the surface zone in generating gear grinding is introduced.
TECHNICAL ARTICLES | 2015-03-01

Fundamental Study of Detection of Plastic Gear Failure Signs

This paper proposes a new method — using neural oscillators — for filtering out background vibration noise in meshing plastic gear pairs in the detection of signs of gear failure. In this paper these unnecessary frequency components are eliminated with a feed-forward control system in which the neural oscillator’s synchronization property works. Each neural oscillator is designed to tune the natural frequency to a particular one of the components.
TECHNICAL ARTICLES | 2015-03-01

A Practical Approach for Modeling a Bevel Gear

The geometry of the bevel gear is quite complicated to describe mathematically, and much of the overall surface topology of the tooth flank is dependent on the machine settings and cutting method employed. AGMA 929-A06 — Calculation of Bevel Gear Top Land and Guidance on Cutter Edge Radius — lays out a practical approach for predicting the approximate top-land thicknesses at certain points of interest — regardless of the exact machine settings that will generate the tooth form. The points of interest that AGMA 929-A06 address consist of toe, mean, heel, and point of involute lengthwise curvature. The following method expands upon the concepts described in AGMA 929-A06 to allow the user to calculate not only the top-land thickness, but the more general case as well, i.e. — normal tooth thickness anywhere along the face and profile of the bevel gear tooth. This method does not rely on any additional machine settings; only basic geometry of the cutter, blank, and teeth are required to calculate fairly accurate tooth thicknesses. The tooth thicknesses are then transformed into a point cloud describing both the convex and concave flanks in a global, Cartesian coordinate system. These points can be utilized in any modern computer-aided design software package to assist in the generation of a 3D solid model; all pertinent tooth macrogeometry can be closely simulated using this technique. A case study will be presented evaluating the accuracy of the point cloud data compared to a physical part.
TECHNICAL ARTICLES | 2015-01-01

Non-Involute Gearing, Function and Manufacturing Compared to Established Gear Designs

Introduction The standard profile form in cylindrical gears is an involute. Involutes are generated with a trapezoidal rack — the basis for easy and production-stable manufacturing (Fig. 1).
TECHNICAL ARTICLES | 2015-01-01

On the Correlation of Specific Film Thickness and Gear Pitting Life

The effect of the lubrication regime on gear performance has been recognized, qualitatively, for decades. Often the lubrication regime is characterized by the specific film thickness defined as the ratio of lubricant film thickness to the composite surface roughness. It can be difficult to combine results of studies to create a cohesive and comprehensive data set. In this work gear surface fatigue lives for a wide range of specific film values were studied using tests done with common rigs, speeds, lubricant temperatures, and test procedures.
TECHNICAL ARTICLES | 2015-01-01

Quality and Surface of Gears Manufactured by Free-Form Milling with Standard Tools

The recently available capability for the free-form milling of gears of various gear types and sizes — all within one manufacturing system — is becoming increasingly recognized as a flexible machining process for gears.
TECHNICAL ARTICLES | 2014-11-01

Application of Statistical Process Capability Indices in Gear Manufacturing

This article discusses applications of statistical process capability indices for controlling the quality of tooth geometry characteristics, including profile and lead as defined by current AGMA-2015, ISO-1328, and DIN-3960 standards. It also addresses typical steps to improve manufacturing process capability for each of the tooth geometry characteristics when their respective capability indices point to an incapable process.
TECHNICAL ARTICLES | 2014-11-01

Fabrication of Directly Designed Gears with Symmetric and Asymmetric Teeth

When compared with the traditional gear design approach - based on pre-selected, typically standard generating rack parameters - the alternative Direct Gear Design method provides certain advantages for custom, high-performance gear drives.
TECHNICAL ARTICLES | 2014-09-01

Less Energy Consumption with High-Efficiency Bevel Gears and their Usage in the U.S.

The efficiency of a gearbox is the output energy divided by the input energy. It depends on a variety of factors. If the complete gearbox assembly in its operating environment is observed, then the following efficiency influencing factors have to be considered
TECHNICAL ARTICLES | 2014-09-01

Micropitting of Large Gearboxes: Influence of Geometry and Operating Conditions

The focus of the following presentation is two-fold: 1) on tests of new geometric variants; and 2) on to-date, non-investigated operating (environmental) conditions. By variation of non-investigated eometric parameters and operation conditions the understanding of micropitting formation is improved. Thereby it is essential to ensure existent calculation methods and match them to results of the comparison between large gearbox tests and standard gearbox test runs to allow a safe forecast of wear due to micropitting in the future.
TECHNICAL ARTICLES | 2014-09-01

Simulation of Deviations in Hobbing and Generation Grinding

The hobbing and generation grinding production processes are complex due to tool geometry and kinematics. Expert knowledge and extensive testing are required for a clear attribution of cause to work piece deviations. A newly developed software tool now makes it possible to simulate the cutting procedure of the tool and superimpose systematic deviations on it. The performance of the simulation software is illustrated here with practical examples. The new simulation tool allows the user to accurately predict the effect of errors. With this knowledge, the user can design and operate optimal, robust gearing processes.
TECHNICAL ARTICLES | 2014-08-01

Setting Load Parameters for Viable Fatigue Testing of Gears in Powertrain Axles Part I: Single-Reduction Axles

This presentation introduces a new procedure that - derived from exact calculations - aids in determining the parameters of the validation testing of spiral bevel and hypoid gears in single-reduction axles.
TECHNICAL ARTICLES | 2014-08-01

First International Involute Gear Comparison

Measurement institutions of seven different countries — China, Germany, Japan, Thailand, Ukraine, United Kingdom and the U.S. — participated in the implementation of the first international comparison of involute gear measurement standards. The German metrology institute Physikalisch-Technische Bundesanstalt (PTB) was chosen as the pilot laboratory as well as the organizer. Three typical involute gear measurement standards provided by the PTB were deployed for this comparison: a profile, a helix and a pitch measurement standard. In the final analysis, of the results obtained from all participants, the weighted mean was evaluated as reference value for all 28 measured parameters. However, besides the measurement standards, the measured parameters, and, most importantly, some of the comparison results from all participants are anonymously presented. Furthermore, mishandling of the measurement standards as occurred during the comparison will be illustrated.
TECHNICAL ARTICLES | 2014-07-01

The Influence of Tool Tolerances on the Gear Quality of a Gear Manufactured by an Indexable Insert Hob

Recently, a new type of hob with carbide inserts has been introduced, providing higher cutting speeds, longer tool life and higher feed rates when compared to re-grindable, high-speed steel hobs. But with this kind of hob, new challenges occur due to positional errors of the cutting edges when mounted on the tool. These errors lead to manufacturing errors on the gear teeth which must be controlled. In this paper, the tooth quality of a gear manufactured by hobs with different quality classes is analyzed using a simulation model in combination with Monte Carlo methods.
TECHNICAL ARTICLES | 2014-07-01

Loaded Behavior of Gears Made of Fiber-Reinforced PA6

This paper presents an original method for computing the loaded mechanical behavior of fiber reinforced polymer gears. Although thermoplastic gears are unsuitable for application transmitting high torque, adding fibers can significantly increase their performance. The particular case of polyamide 6 + 30% glass fibers is studied in this paper.
TECHNICAL ARTICLES | 2014-07-01

Innovative Induction Hardening Process with Pre-heating for Improved Fatigue Performance of Gear Component

Contact fatigue and bending fatigue are two main failure modes of steel gears, while surface pitting and spalling are two common contact fatigue failures -- caused by alternating subsurface shear stresses from the contact load between two gear mates. And when a gear is in service under cyclic load, concentrated bending stresses exist at the root fillet -- the main driver of bending fatigue failures. Induction hardening is becoming an increasingly popular response to these problems, due to its process consistency, reduced energy consumption, clean environment and improved product quality -- but not without issues of its own (irregular residual stresses and bending fatigue). Thus a new approach is proposed here that flexibly controls the magnitude of residual stress in the regions of root fillet and tooth flank by pre-heating prior to induction hardening. Using an external spur gear made of AISI 4340 as an example, this new concept/process is demonstrated using finite element modeling and DANTE commercial software.
TECHNICAL ARTICLES | 2014-06-01

Calculation of Tooth Root Load Carrying Capacity of Beveloid Gears

In this paper, two developed methods of tooth root load carrying capacity calculations for beveloid gears with parallel axes are presented, in part utilizing WZL software GearGenerator and ZaKo3D. One method calculates the tooth root load-carrying capacity in an FE-based approach. For the other, analytic formulas are employed to calculate the tooth root load-carrying capacity of beveloid gears. To conclude, both methods are applied to a test gear. The methods are compared both to each other and to other tests on beveloid gears with parallel axes in test bench trials.
TECHNICAL ARTICLES | 2014-06-01

Gear Ratio Epicyclic Drives Analysis

It has been documented that epicyclic gear stages provide high load capacity and compactness to gear drives. This paper will focus on analysis and design of epicyclic gear arrangements that provide extremely high gear ratios. Indeed, a special, two-stage planetary arrangement may utilize a gear ratio of over one hundred thousand to one. This paper presents an analysis of such uncommon gear drive arrangements and defines their major parameters, limitations, and gear ratio maximization approaches. It also demonstrates numerical examples, existing designs, and potential applications.
TECHNICAL ARTICLES | 2014-05-01

Load Distribution Analysis of Spline Joints

A finite elements-based contact model is developed to predict load distribution along the spline joint interfaces; effects of spline misalignment are investigated along with intentional lead crowning of the contacting surfaces. The effects of manufacturing tooth indexing error on spline load distributions are demonstrated by using the proposed model.
TECHNICAL ARTICLES | 2014-05-01

Application and Improvement of Face Load Factor Determination Based on AGMA 927

The face load factor is one of the most important items for a gear strength calculation. Current standards propose formulae for face load factor, but they are not always appropriate. AGMA 927 proposes a simpler and quicker algorithm that doesn't require a contact analysis calculation. This paper explains how this algorithm can be applied for gear rating procedures.
TECHNICAL ARTICLES | 2014-05-01

Metallurgical Investigation of Tiger Stripes on a Carburized High Speed Pinion

Tiger stripes on a high-speed pinion made of a carburized SAE 9310 steel were investigated. The morphology of the damage was typical of electric discharge damage. The cause of the stripes and potential damage to the gear tooth were analyzed and are presented in this report.
TECHNICAL ARTICLES | 2014-05-01

Topological Gearing Modifications: Optimization of Complex Systems Capable of Oscillation

Vibration and noise from wind turbines can be significantly influenced - and therefore reduced - by selecting suitable gearing modifications. New options provided by manufacturers of machine tools and grinding machines, and especially state-of-the-art machines and controls, provide combined gearing modifications - or topological gearing corrections - that can now be reliably machined. Theoretical investigations of topological modifications are discussed here with the actual machining and their possible use.
TECHNICAL ARTICLES | 2014-03-01

New ECM Furnace Improves Manufacture Efficiency of PM Components

The heat treatment processing of powder metal (PM) materials like Astaloy requires four steps -- de-waxing, HT sintering, carburizing and surface hardening -- which are usually achieved in dedicated, atmospheric furnaces for sintering and heat treat, respectively, leading to intermediate handling operations and repeated heating and cooling cycles. This paper presents the concept of the multi-purpose batch vacuum furnace, one that is able to realize all of these steps in one unique cycle. The multiple benefits brought by this technology are summarized here, the main goal being to use this technology to manufacture high-load transmission gears in PM materials.
TECHNICAL ARTICLES | 2014-03-01

Press Quenching and Effects of Prior Thermal History on Distortion during Heat Treatment

Precision components (industrial bearing races and automotive gears) can distort during heat treatment due to effects of free or unconstrained oil quenching. However, press quenching can be used to minimize these effects. This quenching method achieves the relatively stringent geometrical requirements stipulated by industrial manufacturing specifications. As performed on a wide variety of steel alloys, this specialized quenching technique is presented here, along with a case study showing the effects of prior thermal history on the distortion that is generated during press quenching.
TECHNICAL ARTICLES | 2014-03-01

Technological Potential and Performance of Gears Ground by Dressable CBN Tools

Dressable vitrified bond CBN grinding tools combine the advantages of other common tool systems in generating gear grinding. Yet despite those technological advantages, there is only a small market distribution of these grinding tools due to high tool costs. Furthermore, scant literature exists regarding generating gear grinding with dressable CBN. This is especially true regarding the influence of the grinding tool system on manufacturing-related component properties. The research objective of this report is to determine the advantages of dressable CBN tools in generating gear grinding.
TECHNICAL ARTICLES | 2014-03-01

Practical Considerations for the Use of Double-Flank Testing for the Manufacturing Control of Gearing - Part II

Part I of this paper, which appeared in the January/February issue of Gear Technology, described the theory behind double-flank composite inspection. It detailed the apparatus used, the various measurements that can be achieved using it, the calculations involved and their interpretation. The concluding Part II presents a discussion of the practical application of double-flank composite inspection -- especially for large-volume operations. It also addresses statistical techniques that can be used in conjunction with double-flank composite inspection, as well as an in-depth analysis of gage R&R for this technique.
TECHNICAL ARTICLES | 2014-01-01

Practical Considerations for the Use of Double-Flank Testing for the Manufacturing Control of Gearing - Part I

Part I of this paper describes the theory behind double-flank composite inspection, detailing the apparatus used, the various measurements that can be achieved using it, the calculations involved and their interpretation. Part II, which will appear in the next issue, includes a discussion of the practical application of double-flank composite inspection, especially for large-volume operations. Part II covers statistical techniques that can be used in conjunction with double-flank composite inspection, as well as an in-depth analysis of gage R&R for this technique.
TECHNICAL ARTICLES | 2014-01-01

Power Skiving of Cylindrical Gears on Different Machine Platforms

It has long been known that the skiving process for machining internal gears is multiple times faster than shaping, and more flexible than broaching, due to skiving's continuous chip removal capability. However, skiving has always presented a challenge to machines and tools. With the relatively low dynamic stiffness in the gear trains of mechanical machines, as well as the fast wear of uncoated cutters, skiving of cylindrical gears never achieved acceptance in shaping or hobbing, until recently.
TECHNICAL ARTICLES | 2014-01-01

The XL Gears Project

Much of the existing guidelines for making large, high-performance gears for wind turbine gearboxes exhibit a need for improvement. Consider: the large grinding stock used to compensate for heat treatment distortion can significantly reduce manufacturing productivity; and, materials and manufacturing processes are two other promising avenues to improvement. The work presented here investigates quenchable alloy steels that, combined with specifically developed Case-hardening and heat treatment processes, exhibits reduced distortion and, in turn, requires a smaller grinding stock.
TECHNICAL ARTICLES | 2013-11-01

Design and Optimization of Planetary Gears Considering All Relevant Influences

Light-weight construction and consideration of available resources result in gearbox designs with high load capacity and power density. At the same time, expectations for gear reliability are high. Additionally, there is a diversity of planetary gears for different applications.
TECHNICAL ARTICLES | 2013-11-01

Understanding Oil Analysis: How it Can Improve Reliability of Wind Turbine Gearboxes

Historically, wind turbine gearbox failures have plagued the industry. Yet an effective oil analysis program will increase the reliability and availability of your machinery, while minimizing maintenance costs associated with oil change-outs, labor, repairs and downtime. Practical action steps are presented here to improve reliability.
TECHNICAL ARTICLES | 2013-10-01

Minimal Tooth Number of Flexspline in Harmonic Gear Drive with External Wave Generator

Wave generators are located inside of flexsplines in most harmonic gear drive devices. Because the teeth on the wheel rim of the flexspline are distributed radially, there is a bigger stress concentration on the tooth root of the flexspline meshing with a circular spline, where a fatigue fracture is more likely to occur under the alternating force exerted by the wave generator. The authors' solution to this problem is to place the wave generator outside of the flexspline, which is a scheme named harmonic gear drive (HGD) with external wave generator (EWG).
TECHNICAL ARTICLES | 2013-10-01

Purchasing Gear Lubricants - Be Careful When Playing the Numbers Game

When it comes to purchasing gear lubricants, many people on both the sales and purchasing side decide to play the numbers game. The person with the most numbers, or the biggest numbers, or the lowest numbers, must have the best product - right? Wrong; gear oil selection is not a game, and numbers alone cannot determine the right product for an application.
TECHNICAL ARTICLES | 2013-10-01

Gear Standards and ISO GPS

In today’s globalized manufacturing, all industrial products having dimensional constraints must undergo conformity specifications assessments on a regular basis. Consequently, (standardization) associated with GD&T (geometrical dimensioning and tolerancing) should be un-ambiguous and based on common, accepted rules. Of course gears - and their mechanical assemblies - are special items, widely present in industrial applications where energy conversion and power transmission are involved.
TECHNICAL ARTICLES | 2013-09-01

New-Formula Acetylene Cool for Heat Treatment

Acetylene with DMF solvent enables benefits of low-pressure vacuum carburizing.
TECHNICAL ARTICLES | 2013-09-01

Light-Weight Design for Planetary Gear Transmissions

There is a great need for future powertrains in automotive and industrial applications to improve upon their efficiency and power density while reducing their dynamic vibration and noise initiation. It is accepted that planetary gear transmissions have several advantages in comparison to conventional transmissions, such as a high power density due to the power division using several planet gears. This paper presents planetary gear transmissions, optimized in terms of efficiency, weight and volume.
TECHNICAL ARTICLES | 2013-08-01

An Experimental Investigation of Aerospace-Quality Gears Operating in Loss-of-Lubrication Condition

This work establishes a baseline for aerospace spur gear behavior under oil-off conditions. The collected test results document a different oil-off time, dictated by material used.
TECHNICAL ARTICLES | 2013-08-01

Automotive Transmission Design Using Full Potential of Powder Metal

For metal replacement with powder metal (PM) of an automotive transmission, PM gear design differs from its wrought counterpart. Indeed, complete reverse-engineering and re-design is required so to better understand and document the performance parameters of solid-steel vs. PM gears. Presented here is a re-design (re-building a 6-speed manual transmission for an Opel Insignia 4-cylinder, turbocharged 2-liter engine delivering 220 hp/320 N-m) showing that substituting a different microgeometry of the PM gear teeth -- coupled with lower Young’s modulus -- theoretically enhances performance when compared to the solid-steel design.
TECHNICAL ARTICLES | 2013-06-01

New Methods for the Calculation of the Load Capacity of Bevel and Hypoid Gears

Flank breakage is common in a number of cylindrical and bevel gear applications. This paper introduces a relevant, physically based calculation method to evaluate flank breakage risk vs. pitting risk. Verification of this new method through testing is demonstrably shown.
TECHNICAL ARTICLES | 2013-06-01

Tooth Root Optimization of Powder Metal Gears - Reducing Stress from Bending and Transient Loads

This paper will provide examples of stress levels from conventional root design using a hob and stress levels using an optimized root design that is now possible with PM manufacturing. The paper will also investigate how PM can reduce stresses in the root from transient loads generated by abusive driving.
TECHNICAL ARTICLES | 2013-06-01

How to Design and Install Bevel Gears for Optimum Performance - Lessons Learned

Bevel gears must be assembled in a specific way to ensure smooth running and optimum load distribution between gears. While it is certainly true that the "setting" or "laying out" of a pair of bevel gears is more complicated than laying out a pair of spur gears, it is also true that following the correct procedure can make the task much easier. You cannot install bevel gears in the same manner as spur and helical gears and expect them to behave and perform as well; to optimize the performance of any two bevel gears, the gears must be positioned together so that they run smoothly without binding and/or excessive backlash.
TECHNICAL ARTICLES | 2013-05-01

Gear Design Optimization for Low Contact Temperature of a High Speed, Non Lubricated Spur Gear Pair

A gear design optimization approach applied to reduce tooth contact temperature and noise excitation of a high-speed spur gear pair running without lubricant. Optimum gear design search was done using the Run Many Cases software program. Thirty-one of over 480,000 possible gear designs were considered, based on low contact temperature and low transmission error. The best gear design was selected considering its manufacturability.
TECHNICAL ARTICLES | 2013-05-01

Light Weight Assembled Gears - A Green Design Solution

It is widely recognized that the reduction of CO2 requires consistent light-weight design of the entire vehicle. Likewise, the trend towards electric cars requires light-weight design to compensate for the additional weight of battery systems. The need for weight reduction is also present regarding vehicle transmissions. Besides the design of the gearbox housing, rotating masses such as gear wheels and shafts have a significant impact on fuel consumption. The current technology shows little potential of gear weight reduction due to the trade-off between mass optimization and the manufacturing process. Gears are usually forged followed or not by teeth cutting operation.
TECHNICAL ARTICLES | 2013-05-01

Hybrid Gear Preliminary Results: Application of Composites to Dynamic Mechanical Components

Composite spur gears were designed, fabricated and tested at NASA Glenn Research Center. The composite web was bonded only to the inner and outer hexagonal features that were machined from an initially all-metallic aerospace quality spur gear. The hybrid gear was tested against an all-steel gear and against a mating hybrid gear. Initial results indicate that this type of hybrid design may have a dramatic effect on drive system weight without sacrificing strength.
TECHNICAL ARTICLES | 2013-03-01

Producing Large-Sized, Skew Bevel Gear Pinion Using Multi-Axis Control and Multi-Tasking Machine Tool

This paper proposes a method for the manufacture of a replacement pinion for an existing, large-sized skew bevel gear using multi-axis control and multitasking machine tool.
TECHNICAL ARTICLES | 2013-03-01

Recent Inventions and Innovations in Induction Hardening of Gears and Gear-Like Components

This paper examines the expanding capabilities of induction hardening of gears through methods like spin hardening or tooth-by-tooth techniques.
TECHNICAL ARTICLES | 2013-03-01

How to Conduct a Heat Treat Audit

Audits of the heat treating department are a vital part of any good quality program - either as part of a self-assessment or ISO program for a captive shop or - of equal importance - as part of an evaluation of the capabilities of a commercial heat treat supplier. In either case, the audit process needs to be formal in nature and follow specific guidelines.
TECHNICAL ARTICLES | 2013-03-01

Optimization of a Process Chain for Gear Shaft Manufacturing

The research presented here is part of an ongoing (six years to date) project of the Cluster of Excellence (CoE). CoE is a faculty-wide group of researchers from RWTH Aachen University in Aachen (North Rhine-Westphalia). This presentation is a result of the group’s examination of "integrative production technology for high-wage countries," in which a shaft for a dual-clutch gearbox is developed.
TECHNICAL ARTICLES | 2013-01-01

Balancing: Smoke and Mirrors No Longer

By virtue of collected anecdotal accounts, equations and problem solving, balancing is discussed as more math and common sense, and less smoke and mirrors.
TECHNICAL ARTICLES | 2013-01-01

Gear Material Selection and Construction for Large Gears

A road map is presented listing critical considerations and optimal use of materials and methods in the construction of large gears.
TECHNICAL ARTICLES | 2013-01-01

Large Pinions for Open Gears - The Increase of Single Mesh Load

This paper introduces mandatory improvements in design, manufacturing and inspection - from material elaboration to final machining - with special focus on today's large and powerful gearing.
TECHNICAL ARTICLES | 2012-11-01

Morphology of Micropitting

Understanding the morphology of micropitting is critical in determining the root cause of failure. Examples of micropitting in gears and rolling-element bearings are presented to illustrate morphological variations that can occur in practice.
TECHNICAL ARTICLES | 2012-11-01

Predicted Scuffing Risk to Spur and Helical Gears in Commercial Vehicle Transmissions

AGMA925–A03 scuffing risk predictions for a series of spur and helical gear sets of transmissions used in commercial vehicles ranging from SAE Class 3 through Class 8.
TECHNICAL ARTICLES | 2012-10-01

Center Distance Variations for Internal Gears

While external involute gears are very tolerant of center distance variations, what are the center distance constraints for internal gears?
TECHNICAL ARTICLES | 2012-10-01

Differential Gears

What are the manufacturing methods used to make bevel gears used in automotive differentials?
TECHNICAL ARTICLES | 2012-10-01

Pitting Resistance of Worm Gears: Advanced Model for Contact Pattern of Any Size, Position, Flank Type

An experimental and theoretical analysis of worm gear sets with contact patterns of differing sizes, position and flank type for new approaches to calculation of pitting resistance.
TECHNICAL ARTICLES | 2012-10-01

Repair of High-Value, High-Demand Spiral Bevel Gears by Superfinishing

Following is a report on the R&D findings regarding remediation of high-value, high-demand spiral bevel gears for the UH–60 helicopter tail rotor drivetrain. As spiral bevel gears for the UH–60 helicopter are in generally High-Demand due to the needs of new aircraft production and the overhaul and repair of aircraft returning from service, acquisition of new spiral bevel gears in support of R&D activities is very challenging. To compensate, an assessment was done of a then-emerging superfinishing method—i.e., the micromachining process (MPP)—as a potential repair technique for spiral bevel gears, as well as a way to enhance their performance and durability. The results are described in this paper.
TECHNICAL ARTICLES | 2012-09-01

How Bearing Design Improves Gearbox Performance

Gearbox performance, reliability, total cost of ownership (energy cost), overall impact on the environment, and anticipation of additional future regulations are top-of-mind issues in the industry. Optimization of the bearing set can significantly improve gearbox performance.
TECHNICAL ARTICLES | 2012-09-01

How to Minimize Power Losses in Transmissions, Axles and Steering Systems

By increasing the number of gears and the transmission-ratio spread, the engine will run with better fuel efficiency and without loss of driving dynamics. Transmission efficiency itself can be improved by: using fuelefficient transmission oil; optimizing the lubrication systems and pumps; improving shifting strategies and optimizing gearings; and optimizing bearings and seals/gaskets.
TECHNICAL ARTICLES | 2012-09-01

Refurbishing a Ball Mill ; Bevel Gear Backlash

Our experts comment on reverse engineering herringbone gears and contact pattern optimization.
TECHNICAL ARTICLES | 2012-08-01

Case Study Involving Surface Durability and Improved Surface Finish

Gear tooth wear and micropitting are very difficult phenomena to predict analytically. The failure mode of micropitting is closely correlated to the lambda ratio. Micropitting can be the limiting design parameter for long-term durability. Also, the failure mode of micropitting can progress to wear or macropitting, and then go on to manifest more severe failure modes, such as bending. The results of a gearbox test and manufacturing process development program will be presented to evaluate super-finishing and its impact on micropitting.
TECHNICAL ARTICLES | 2012-08-01

High-Performance Sintered-Steel Gears for Transmissions and Machinery: A Critical Review

Except for higher-end gear applications found in automotive and aerospace transmissions, for example, high-performance, sintered-steel gears match wrought-steel gears in strength and geometrical quality. The enhanced P/M performance is due largely to advances in powder metallurgy over last two decades, such as selective surface densification, new materials and lubricants for high density and warm-die pressing. This paper is a review of the results of a decade of research and development of high- performance, sintered-steel gear prototypes.
TECHNICAL ARTICLES | 2012-08-01

Profile Shift

Three experts tackle the question of profile shift in this issue's edition of "Ask the Expert."
TECHNICAL ARTICLES | 2012-06-01

Runout, Helix Accuracy and Shaper Cutters

Our experts discuss runout and helix accuracy, as well as the maximum number of teeth in a shaper cutter.
TECHNICAL ARTICLES | 2012-06-01

Asymmetric Gears: Parameter Selection Approach

In many gear transmissions, a tooth load on one flank is significantly higher and is applied for longer periods of time than for the opposite one; an asymmetric tooth shape reflects this functional difference. This paper describes an approach that rationalizes the degree of asymmetry (or asymmetry factor K) selection to meet a variety of operating conditions and requirements for custom gear drives.
TECHNICAL ARTICLES | 2012-06-01

Towards an Improved AGMA Accuracy Classification System on Double-Flank Composite Measurements

AGMA introduced ANSI/AGMA 2015–2–A06— Accuracy Classification System: Radial System for Cylindrical Gears, in 2006 as the first major rewrite of the double-flank accuracy standard in over 18 years. This document explains concerns related to the use of ANSI/AGMA 2015–2–A06 as an accuracy classification system and recommends a revised system that can be of more service to the gearing industry.
TECHNICAL ARTICLES | 2012-06-01

FZG Rig-Based Testing of Flank Load-Carrying Capacity Internal Gears

Micropitting, pitting and wear are typical gear failure modes that can occur on the flanks of slowly operated and highly stressed internal gears. However, the calculation methods for the flank load-carrying capacity have mainly been established on the basis of experimental investigations of external gears. This paper describes the design and functionality of the newly developed test rigs for internal gears and shows basic results of the theoretical studies. It furthermore presents basic examples of experimental test results.
TECHNICAL ARTICLES | 2012-05-01

An Innovative Way of Designing Gear Hobbing Processes

In today’s manufacturing environment, shorter and more efficient product development has become the norm. It is therefore important to consider every detail of the development process, with a particular emphasis on design. For green machining of gears, the most productive and important process is hobbing. In order to analyze process design for this paper, a manufacturing simulation was developed capable of calculating chip geometries and process forces based on different models. As an important tool for manufacturing technology engineers, an economic feasibility analysis is implemented as well. The aim of this paper is to show how an efficient process design—as well as an efficient process—can be designed.
TECHNICAL ARTICLES | 2012-05-01

Ask the Expert: High Ratio Hypoid Gear Efficiency

Our question this issue deals with high-ratio hypoid gears, and it should be noted here that this is a tricky area of gearing with a dearth of literature on the topic. That being the case, finding “experts” willing to stick their necks out and take on the subject was not a given.
TECHNICAL ARTICLES | 2012-05-01

Longitudinal Tooth Contact Pattern Shift

After a period of operation, high-speed turbo gears may exhibit a change in longitudinal tooth contact pattern, reducing full face width contact and thereby increasing risk of tooth distress due to the decreased loaded area of the teeth. But this can be tricky—the phenomenon may or may not occur. Or, in some units the shift is more severe than others, with documented cases in which shifting occurred after as little as 16,000 hours of operation. In other cases, there is no evidence of any change for units in operation for more than 170,000 hours. This condition exists primarily in helical gears. All recorded observations here have been with case-carburized and ground gear sets. This presentation describes phenomena observed in a limited sampling of the countless high-speed gear units in field operation. While the authors found no existing literature describing this behavior, further investigation suggests a possible cause. Left unchecked and without corrective action, this occurrence may result in tooth breakage.
TECHNICAL ARTICLES | 2012-05-01

Application of the First International Calculation Method for Micropitting

The first edition of the international calculation method for micropitting—ISO TR 15144–1:2010—was just published last December. It is the first and only official, international calculation method established for dealing with micropitting. Years ago, AGMA published a method for the calculation of oil film thickness containing some comments about micropitting, and the German FVA published a calculation method based on intensive research results. The FVA and the AGMA methods are close to the ISO TR, but the calculation of micropitting safety factors is new.
TECHNICAL ARTICLES | 2012-03-01

Ask the Expert - Bevel Gear Mounting

I am currently writing a design procedure for the correct method for setting up bevel gears in a gearbox for optimum performance...
TECHNICAL ARTICLES | 2012-03-01

Controlling Gear Distortion and Residual Stresses During Induction Hardening

Induction hardening is widely used in both the automotive and aerospace gear industries to minimize heat treat distortion and obtain favorable compressive residual stresses for improved fatigue performance. The heating process during induction hardening has a significant effect on the quality of the heat-treated parts. However, the quenching process often receives less attention even though it is equally important.
TECHNICAL ARTICLES | 2012-03-01

The Relative Performance of Spur Gears Manufactured from Steel and PEEK

This paper seeks to compare the data generated from test rig shaft encoders and torque transducers when using steel-steel, steel-plastic and plastic-plastic gear combinations in order to understand the differences in performance of steel and plastic gears.
TECHNICAL ARTICLES | 2012-01-01

Accelerating Validation Testing

Bringing new or improved products to market sooner has long been proven profitable for companies. One way to help shorten the time-to-market is to accelerate validation testing. That is, shorten the test time required to validate a new or improved product.
TECHNICAL ARTICLES | 2012-01-01

Evaluation of Methods for Calculating Effects of Tip Relief on Transmission Error, Noise and Stress in Loaded Spur Gears

The connection between transmission error, noise and vibration during operation has long been established. Calculation methods have been developed to describe the influence so that it is possible to evaluate the relative effect of applying a specific modification at the design stage. These calculations enable the designer to minimize the excitation from the gear pair engagement at a specific load. This paper explains the theory behind transmission error and the reasoning behind the method of applying the modifications through mapping surface profiles and determining load sharing.
TECHNICAL ARTICLES | 2012-01-01

Rattle: Addressing Gear Noise in a Power Take-off

At Muncie Power, the objective of noise and vibration testing is to develop effective ways to eliminate power take-off (PTO) gear rattle, with specific emphasis on PTO products. The type of sound of largest concern in this industry is tonal.
TECHNICAL ARTICLES | 2011-11-01

Load-Sharing Model for Polymer Cylindrical Gears

This paper presents an original method to compute the loaded mechanical behavior of polymer gears. Polymer gears can be used without lubricant, have quieter mesh, are more resistant to corrosion, and are lighter in weight. Therefore their application fields are continually increasing. Nevertheless, the mechanical behavior of polymer materials is very complex because it depends on time, history of displacement and temperature. In addition, for several polymers, humidity is another factor to be taken into account. The particular case of polyamide 6.6 is studied in this paper.
TECHNICAL ARTICLES | 2011-11-01

Flank Breakage on Gears for Energy Systems

Gear flank breakage can be observed on edge zone-hardened gears. It occurs, for example, on bevel gears for water turbines, on spur gears for wind energy converters and on single- and double-helical gears for other industrial applications.
TECHNICAL ARTICLES | 2011-11-01

Gear Transmission Density Maximization

This paper presents an approach that provides optimization of both gearbox kinematic arrangement and gear tooth geometry to achieve a high-density gear transmission. It introduces dimensionless gearbox volume functions that can be minimized by the internal gear ratio optimization. Different gearbox arrangements are analyzed to define a minimum of the volume functions. Application of asymmetric gear tooth profiles for power density maximization is also considered.
TECHNICAL ARTICLES | 2011-10-01

Comparison of Test Rig and Field Measurement Results on Gearboxes for Wind Turbines

This article describes some of the most important tests for prototypes conducted at Winergy AG during the product development process. It will demonstrate that the measurement results on the test rig for load distribution are in accordance with the turbine measurements.
TECHNICAL ARTICLES | 2011-10-01

Low-Distortion Heat Treatment of Transmission Components

This paper presents how low pressure carburizing and high pressure gas quenching processes are successfully applied on internal ring gears for a six-speed automatic transmission. The specific challenge in the heat treat process was to reduce distortion in such a way that subsequent machining operations are entirely eliminated.
TECHNICAL ARTICLES | 2011-09-01

Size and Material Influence on the Tooth Root, Pitting, Scuffing and Wear Load-Carrying Capacity of Fine-Module Gears

In this study, limiting values for the load-carrying-capacity of fine-module gears within the module range 0.3–1.0 mm were determined and evaluated by comprehensive, experimental investigations that employed technical, manufacturing and material influence parameters.
TECHNICAL ARTICLES | 2011-09-01

Analysis of Load Distribution in Planet Gear Bearings

In epicyclic gear sets designed for aeronautical applications, planet gears are generally supported by spherical roller bearings with the bearing outer race integral to the gear hub. This article presents a new method to compute roller load distribution in such bearings where the outer ring can’t be considered rigid.
TECHNICAL ARTICLES | 2011-08-01

Super-Reduction Hypoid Gears

Super-reduction hypoid gears (SRH) are bevel worm gears with certain differences regarding hypoid gears. If two axes are positioned in space and the task is to transmit motion and torque between them using some kind of gears with a ratio above 5 and even higher than 50, the following cases are commonly known. Tribology Aspects in Angular Transmission Systems, Part VIII.
TECHNICAL ARTICLES | 2011-08-01

Benefit of Psychoachoustic Analyzing Methods for Gear Noise Investigation

This article provides an overview of the benefits of using psychoacoustic characteristics for describing gear noise. And with that, human hearing and the most important psychoacoustic values are introduced. Finally, results of noise tests with different gear sets aree presented. The tests are the basis for a correlation analysis between psychoacoustic values and gear characteristics.
TECHNICAL ARTICLES | 2011-08-01

Manufacturing Method of Large-Sized Spiral Bevel Gears in Cyclo-Palloid System Using Multi-Axis Control and Multi-Tasking Machine Tool

In this article, the authors calculated the numerical coordinates on the tooth surfaces of spiral bevel gears and then modeled the tooth profiles using a 3-D CAD system. They then manufactured the large-sized spiral bevel gears based on a CAM process using multi-axis control and multi-tasking machine tooling. The real tooth surfaces were measured using a coordinate measuring machine and the tooth flank form errors were detected using the measured coordinates. Moreover, the gears were meshed with each other and the tooth contact patterns were investigated. As a result, the validity of this manufacturing method was confirmed.
TECHNICAL ARTICLES | 2011-06-01

Analysis and Testing of Gears with Asymmetric Involute Tooth Form and Optimized Fillet Form for Potential Application in Helicopter Main Drives

Gears with an asymmetric involute gear tooth form were analyzed to determine their bending and contact stresses relative to symmetric involute gear tooth designs, which are representative of helicopter main-drive gears.
TECHNICAL ARTICLES | 2011-06-01

Drive Line Analysis for Tooth Contact Optimization of High-Power Spiral Bevel Gears

In the majority of spiral bevel gears, spherical crowning is used. The contact pattern is set to the center of the active tooth flank and the extent of the crowning is determined by experience. Feedback from service, as well as from full-torque bench tests of complete gear drives, has shown that this conventional design practice leads to loaded contact patterns, which are rarely optimal in location and extent. Oversized reliefs lead to small contact area, increased stresses and noise, whereas undersized reliefs result in an overly sensitive tooth contact.
TECHNICAL ARTICLES | 2011-06-01

Hypoid Gears: Tribology Aspects in Angular Transmission Systems, Part VII

Hypoid gears are the paragon of gearing. To establish line contact between the pitches in hypoid gears, the kinematically correct pitch surfaces have to be determined based on the axoids. In cylindrical and bevel gears, the axoids are identical to the pitch surfaces and their diameter or cone angle can be calculated simply by using the knowledge about number of teeth and module or ratio and shaft angle. In hypoid gears, a rather complex approach is required to find the location of the teeth—even before any information about flank form can be considered. This article is part seven of an eight-part series on the tribology aspects of angular gear drives.
TECHNICAL ARTICLES | 2011-05-01

Micropitting of Big Gearboxes: Influence of Flank Modification and Surface Roughness

Most research on micropitting is done on small-sized gears. This article examines whether those results are also applicable to larger gears.
TECHNICAL ARTICLES | 2011-05-01

Beveloid & Hypoloid Gears

Beveloids are helical gears with nonparallel shafts, with shaft angles generally between 5 degrees and 15 degrees. This is part VI in the Tribology Aspects in Angular Transmission Systems Series
TECHNICAL ARTICLES | 2011-05-01

Flank Load Carrying Capacity and Power Loss Reduction by Minimized Lubrication

The objective of this study was to investigate the limits concerning possible reduction of lubricant quantity in gears that could be tolerated without detrimental effects on their load carrying capacity.
TECHNICAL ARTICLES | 2011-03-01

Tribology Aspects in Angular Transmission Systems, Part V: Face Gears

This article is part five of an eight-part series on the tribology aspects of angular gear drives. Each article will be presented first and exclusively by Gear Technology, but the entire series will be included in Dr. Stadtfeld’s upcoming book on the subject, which is scheduled for release in 2011.
TECHNICAL ARTICLES | 2011-03-01

Gear Measuring Machine by NDG Method for Gears Ranging from Miniature to Super-Large

A new inspection method has several advantages over traditional methods, especially for very large or very small gears.
TECHNICAL ARTICLES | 2011-03-01

Optimal Modifications of Gear Tooth Surfaces

In this paper a new method for the introduction of optimal modifications into gear tooth surfaces - based on the optimal corrections of the profile and diameter of the head cutter, and optimal variation of machine tool settings for pinion and gear finishing—is presented. The goal of these tooth modifications is the achievement of a more favorable load distribution and reduced transmission error. The method is applied to face milled and face hobbed hypoid gears.
TECHNICAL ARTICLES | 2011-01-01

Point-Surface-Origin Macropitting Caused by Geometric Stress Concentration

Point-surface-origin (PSO) macropitting occurs at sites of geometric stress concentration (GSC) such as discontinuities in the gear tooth profile caused by micropitting, cusps at the intersection of the involute profile and the trochoidal root fillet, and at edges of prior tooth damage, such as tip-to-root interference. When the profile modifications in the form of tip relief, root relief, or both, are inadequate to compensate for deflection of the gear mesh, tip-to-root interference occurs. The interference can occur at either end of the path of contact, but the damage is usually more severe near the start-of-active-profile (SAP) of the driving gear.
TECHNICAL ARTICLES | 2011-01-01

Measurement of Directly Designed Gears with Symmetric and Asymmetric Teeth

In comparison with the traditional gear design approach based on preselected, typically standard generating rack parameters, the Direct Gear Design method provides certain advantages for custom high-performance gear drives that include: increased load capacity, efficiency and lifetime; reduced size, weight, noise, vibrations, cost, etc. However, manufacturing such directly designed gears requires not only custom tooling, but also customization of the gear measurement methodology. This paper presents definitions of main inspection dimensions and parameters for directly designed spur and helical, external and internal gears with symmetric and asymmetric teeth.
TECHNICAL ARTICLES | 2011-01-01

Spiral Bevel Gears: Tribology Aspects in Angular Transmission Systems, Part IV

This article is part four of an eight-part series on the tribology aspects of angular gear drives. Each article will be presented first and exclusively by Gear Technology, but the entire series will be included in Dr. Stadtfeld’s upcoming book on the subject, which is scheduled for release in 2011.
TECHNICAL ARTICLES | 2010-11-01

Zerol Bevel Gears: Tribology Aspects in Angular Transmission Systems, Part III

Zerol bevel gears are the special case of spiral bevel gears with a spiral angle of 0°. They are manufactured in a single-indexing face milling process with large cutter diameters, an extra deep tooth profile and tapered tooth depth.
TECHNICAL ARTICLES | 2010-11-01

Gear Fault Detection Effectiveness as Applied to Tooth Surface Pitting Fatigue Damage

A study was performed to evaluate fault detection effectiveness as applied to gear-tooth pitting-fatigue damage. Vibration and oil-debris monitoring (ODM) data were gathered from 24 sets of spur pinion and face gears run during a previous endurance evaluation study.
TECHNICAL ARTICLES | 2010-11-01

The Effect of Straight-Sided Hob Teeth

It is well known that hobs with straight-sided teeth do not cut true involutes. In this paper, the difference between the straight side of a hob tooth and the axial profile of an involute worm is evaluated. It is shown that the difference increases as the diametral pitch increases, to the extent that for fine-pitch gearing, the difference is insignificant.
TECHNICAL ARTICLES | 2010-09-01

Straight Bevel Gears

Tribology Aspects in Angular Transmission Systems, Part 2
TECHNICAL ARTICLES | 2010-09-01

Engagement of Metal Debris into Gear Mesh

A series of bench-top experiments was conducted to determine the effects of metallic debris being dragged through meshing gear teeth. A test rig that is typically used to conduct contact fatigue experiments was used for these tests. Several sizes of drill material, shim stock and pieces of gear teeth were introduced and then driven through the meshing region. The level of torque required to drive the “chip” through the gear mesh was measured. From the data gathered, chip size sufficient to jam the mechanism can be determined.
TECHNICAL ARTICLES | 2010-08-01

Tribology Aspects in Angular Transmission Systems, Part 1

"General Explanations on Theoretical Bevel Gear Analysis" is part 1 of an eight-part series from Gleason's Dr. Hermann Stadtfeld.
TECHNICAL ARTICLES | 2010-08-01

Crowning Techniques in Aerospace Actuation Gearing

One of the most effective methods in solving the edge loading problem due to excess misalignment and deflection in aerospace actuation gearing is to localize tooth-bearing contact by crowning the teeth. Irrespective of the applied load, if the misalignment and/or deflection are large enough to cause the contact area to reduce to zero, the stress becomes large enough to cause failure. The edge loading could cause the teeth to break or pit, but too much crowning may also cause the teeth to pit due to concentrated loading. In this paper, a proposed method to localize the contact bearing area and calculate the contact stress with crowning is presented and demonstrated on some real-life examples in aerospace actuation systems.
TECHNICAL ARTICLES | 2010-08-01

Optimizing Gear Geometry for Minimum Transmission Error, Mesh Friction Losses and Scuffing Risk Through Computer- Aided Engineering

Minimizing gear losses caused by churning, windage and mesh friction is important if plant operating costs and environmental impact are to be minimized. This paper concentrates on mesh friction losses and associated scuffing risk. It describes the preliminary results from using a validated, 3-D Finite Element Analysis (FEA) and Tooth Contact Analysis (TCA) program to optimize cylindrical gears for low friction losses without compromising transmission error (TE), noise and power density. Some case studies and generic procedures for minimizing losses are presented. Future development and further validation work is discussed.
TECHNICAL ARTICLES | 2010-08-01

Application Examples from "Optimizing Gear Geometry for Minimum Transmission Error, Mesh Friction Losses and Scuffing Risk Through Computer- Aided Engineering"

Examples from gears in wind turbine, automotive and industrial applications.
TECHNICAL ARTICLES | 2010-07-01

Load Sharing Analysis of High-Contact-Ratio Spur Gears in Military Tracked Vehicle Applications

This paper deals with analysis of the load sharing percentage between teeth in mesh for different load conditions throughout the profile for both sun and planet gears of normal and HCR gearing—using finite element analysis. (FEA).
TECHNICAL ARTICLES | 2010-07-01

Effects of Profile Corrections on Peak-to-Peak Transmission Error

Profile corrections on gears are a commonly used method to reduce transmission error, contact shock, and scoring risk. There are different types of profile corrections. It is a known fact that the type of profile correction used will have a strong influence on the resulting transmission error. The degree of this influence may be determined by calculating tooth loading during mesh. The current method for this calculation is very complicated and time consuming; however, a new approach has been developed that could reduce the calculation time.
TECHNICAL ARTICLES | 2010-06-01

Bending Fatigue, Impact and Pitting Resistance of Ausform-Finished PM Gears

The powder metal (P/M) process is making inroads in automotive transmission applications due to substantially lower costs of P/M-steel components for high-volume production, as compared to wrought or forged steel parts. Although P/M gears are increasingly used in powered hand tools, gear pumps and as accessory components in automotive transmissions, P/M-steel gears are currently in limited use in vehicle transmission applications. The primary objective of this project was to develop high-strength P/M-steel gears with bending fatigue, impact resistance and pitting fatigue performance equivalent to current wrought steel gears.
TECHNICAL ARTICLES | 2010-06-01

Variation Analysis of Tooth Engagement and Load Sharing in Involute Splines

Involute spline couplings are used to transmit torque from a shaft to a gear hub or other rotating component. External gear teeth on the shaft engage an equal number of internal teeth in the hub. Because multiple teeth engage simultaneously, they can transmit much larger torques than a simple key and keyway assembly. However, manufacturing variations affect the clearance between each pair of mating teeth, resulting in only partial engagement.
TECHNICAL ARTICLES | 2010-06-01

The Anatomy of a Micropitting-Induced Tooth Fracture Failure

Micropitting has become a major concern in certain classes of industrial gear applications, especially wind power and other relatively highly loaded, somewhat slow-speed applications, where carburized gears are used to facilitate maximum load capacity in a compact package. While by itself the appearance of micropitting does not generally cause much perturbation in the overall operation of a gear system, the ultimate consequences of a micropitting failure can, and frequently are, much more catastrophic.
TECHNICAL ARTICLES | 2010-05-01

Implementing ISO 18653-Gears: Evaluation of Instruments for Measurement of Individual Gears

A trial test of the calibration procedures outlined in ISO 18653—Gears: Evaluation of Instruments for the Measurement of Individual Gears, shows that the results are reasonable, but a minor change to the uncertainty formula is recommended. Gear measuring machine calibration methods are reviewed. The benefits of using workpiece-like artifacts are discussed, and a procedure for implementing the standard in the workplace is presented. Problems with applying the standard to large gear measuring machines are considered and some recommendations offered.
TECHNICAL ARTICLES | 2010-05-01

Software-Based Process Design in Gear Finish Hobbing

In this paper, the potential for geometrical cutting simulations - via penetration calculation to analyze and predict tool wear as well as to prolong tool life - is shown by means of gear finish hobbing. Typical profile angle deviations that occur with increasing tool wear are discussed. Finally, an approach is presented here to attain improved profile accuracy over the whole tool life of the finishing hob.
TECHNICAL ARTICLES | 2010-05-01

Allowable Contact Stresses in Jacking Gear Units Used in the Offshore Industry

An offshore jack-up drilling rig is a barge upon which a drilling platform is placed. The barge has legs that can be lowered to the sea floor to support the rig. Then the barge can be “jacked up” out of the water, providing a stable work platform from which to drill for oil and gas. Jack-up drilling rigs were first introduced in the late 1950s. Rack-and- pinion-type jack-up units were introduced soon after that and have dominated the industry ever since.
TECHNICAL ARTICLES | 2010-03-01

New Developments in Gear Hobbing

Several innovations have been introduced to the gear manufacturing industry in recent years. In the case of gear hobbing—the dry cutting technology and the ability to do it with powder-metallurgical HSS—might be two of the most impressive ones. And the technology is still moving forward. The aim of this article is to present recent developments in the field of gear hobbing in conjunction with the latest improvements regarding tool materials, process technology and process integration.
TECHNICAL ARTICLES | 2010-03-01

The Road Leads Straight to Hypoflex

A new method for cutting straight bevel gears.
TECHNICAL ARTICLES | 2010-03-01

High-Temperature Testing of Stanyl Plastic Gears: A Comparison with Tensile Fatigue Data

This paper shows an experimental study on the fatigue lifetime of high-heat polyamide (Stanyl) gears running in oil at 140°C. Based on previous works (Refs. 1–2), an analysis is made correcting for tooth bending and calculating actual root stresses. A comparison with tensile bar fatigue data for the same materials at 140°C shows that a good correlation exists between gear fatigue data and tensile bar fatigue data. This insight provides a solid basis for gear designers to design plastic gears using actual material data.
TECHNICAL ARTICLES | 2010-01-01

Area of Existence of Involute Gears

This paper presents a unique approach and methodology to define the limits of selection for gear parameters. The area within those limits is called the “area of existence of involute gears” (Ref. 1). This paper presents the definition and construction of areas of existence of both external and internal gears. The isograms of the constant operating pressure angles, contact ratios and the maximum mesh efficiency (minimum sliding) isograms, as well as the interference isograms and other parameters are defined. An area of existence allows the location of gear pairs with certain characteristics. Its practical purpose is to define the gear pair parameters that satisfy specific performance requirements before detailed design and calculations. An area of existence of gears with asymmetric teeth is also considered.
TECHNICAL ARTICLES | 2010-01-01

Producing Profile and Lead Modifications in Threaded Wheel and Profile Grinding

Modern gearboxes are characterized by high torque load demands, low running noise and compact design. In order to fulfill these demands, profile and lead modifications are being applied more often than in the past. This paper will focus on how to produce profile and lead modifications by using the two most common grinding processes—threaded wheel and profile grinding. In addition, more difficult modifications—such as defined flank twist or topological flank corrections—will also be described in this paper.
TECHNICAL ARTICLES | 2010-01-01

Design, Development and Application of New, High-Performance Gear Steels

QuesTek Innovations LLC is applying its Materials by Design computational design technology to develop a new class of high-strength, secondary hardening gear steels that are optimized for high-temperature, low-pressure (i.e., vacuum) carburization. The new alloys offer three different levels of case hardness (with the ability to “dial-in” hardness profiles, including exceptionally high case hardness), and their high core strength, toughness and other properties offer the potential to reduce drivetrain weight or increase power density relative to incumbent alloys such as AISI 9310 or Pyrowear Alloy 53.
TECHNICAL ARTICLES | 2009-11-01

The Effect of Flexible Components on the Durability, Whine, Rattle and Efficiency of an Automotive Transaxle Geartrain System

Gear engineers have long recognized the importance of considering system factors when analyzing a single pair of gears in mesh. These factors include important considerations such as load sharing in multi-mesh geartrains and bearing clearances, in addition to the effects of flexible components such as housings, gear blanks, shafts and carriers for planetary geartrains. However, in recent years, transmission systems have become increasingly complex—with higher numbers of gears and components—while the quality requirements and expectations in terms of durability, gear whine, rattle and efficiency have increased accordingly.
TECHNICAL ARTICLES | 2009-11-01

Bending Fatigue Tests of Helicopter Case Carburized Gears: Influence on Material, Design and Manufacturing Parameters

A single tooth bending (STB) test procedure has been developed to optimally map gear design parameters. Also, a test program on case-carburized, aerospace standard gears has been conceived and performed in order to appreciate the influence of various technological parameters on fatigue resistance and to draw the curve shape up to the gigacycle region.
TECHNICAL ARTICLES | 2009-11-01

Hypoloid Gear with Small Shaft Angles and Zero-to-Large Offsets

Beveloid gears are used to accommodate a small shaft angle. The manufacturing technology used for beveloid gearing is a special setup of cylindrical gear cutting and grinding machines. A new development, the so-called Hypoloid gearing, addresses the desire of gear manufacturers for more freedoms. Hypoloid gear sets can realize shaft angles between zero and 20° and at the same time, allow a second shaft angle (or an offset) in space that provides the freedom to connect two points in space.
TECHNICAL ARTICLES | 2009-09-01

Comparison of PM-HSS and Cemented Carbide Tools in High-Speed Gear Hobbing

This article examines the dry hobbing capabilities of two cutting tool materials—powder metallurgical high-speed steel (PM-HSS) and cemented carbide. Cutting trials were carried out to analyze applicable cutting parameters and possible tool lives as well as the process reliability. To consider the influences of the machinability of different workpiece materials, a case hardening steel and a tempered steel were examined.
TECHNICAL ARTICLES | 2009-09-01

Tooth Fillet Profile Optimization for Gears with Symmetric and Asymmetric Teeth

The gear tooth fillet is an area of maximum bending stress concentration. However, its profile is typically less specified in the gear drawing and hardly controlled during gear inspection in comparison with the gear tooth flanks. This paper presents a fillet profile optimization technique for gears with symmetric and asymmetric teeth based on FEA and a random search method. It allows achieving substantial bending stress reduction in comparison with traditionally designed gears. This bending stress reduction can be traded for higher load capacity, longer lifetime, lower noise and vibration and cost reduction.
TECHNICAL ARTICLES | 2009-09-01

Low Pressure Carburizing of Large Transmission Parts

Often, the required hardness qualities of parts manufactured from steel can only be obtained through suitable heat treatment. In transmission manufacturing, the case hardening process is commonly used to produce parts with a hard and wear-resistant surface and an adequate toughness in the core. A tremendous potential for rationalization, which is only partially used, becomes available if the treatment time of the case hardening process is reduced. Low pressure carburizing (LPC) offers a reduction of treatment time in comparison to conventional gas carburizing because of the high carbon mass flow inherent to the process (Ref. 1).
TECHNICAL ARTICLES | 2009-09-01

Gear Corrosion During the Manufacturing Process

No matter how well gears are designed and manufactured, gear corrosion can occur that may easily result in catastrophic failure. Since corrosion is a sporadic and rare event and often difficult to observe in the root fillet region or in finely pitched gears with normal visual inspection, it may easily go undetected. This paper presents the results of an incident that occurred in a gear manufacturing facility several years ago that resulted in pitting corrosion and intergranular attack (IGA).
TECHNICAL ARTICLES | 2009-08-01

CFD Technology for Rotorcraft Gearbox Windage Aerodynamics Simulation

A computational fluid dynamics (CFD) method is adapted, validated and applied to spinning gear systems with emphasis on predicting windage losses. Several spur gears and a disc are studied. The CFD simulations return good agreement with measured windage power loss.
TECHNICAL ARTICLES | 2009-08-01

Effects of Axle Deflection and Tooth Flank Modification on Hypoid Gear Stress Distribution and Contact Fatigue Life

As is well known in involute gearing, “perfect” involute gears never work perfectly in the real world. Flank modifications are often made to overcome the influences of errors coming from manufacturing and assembly processes as well as deflections of the system. The same discipline applies to hypoid gears.
TECHNICAL ARTICLES | 2009-07-01

Extending the Benefits of Elemental Gear Inspection

It may not be widely recognized that most of the inspection data supplied by inspection equipment, following the practices of AGMA Standard 2015 and similar standards, are not of elemental accuracy deviations but of some form of composite deviations. This paper demonstrates the validity of this “composite” label by first defining the nature of a true elemental deviation and then, by referring to earlier literature, demonstrating how the common inspection practices for involute, lead (on helical gears), pitch, and, in some cases, total accumulated pitch, constitute composite measurements.
TECHNICAL ARTICLES | 2009-07-01

The Effect of Manufaturing Microgeometry Variations on the Load Distribution Factor and on Gear Contact and Root Stresses

Traditionally, gear rating procedures consider manufacturing accuracy in the application of the dynamic factor, but only indirectly through the load distribution are such errors in the calculation of stresses used in the durability and gear strength equations. This paper discusses how accuracy affects the calculation of stresses and then uses both statistical design of experiments and Monte Carlo simulation techniques to quantify the effects of different manufacturing and assembly errors on root and contact stresses.
TECHNICAL ARTICLES | 2009-06-01

The Effect of Start-Up Load Conditions on Gearbox Performance and Life Failure Analysis, With Supporting Case Study

If a gear system is run continuously for long periods of time—or if the starting loads are very low and within the normal operating spectrum—the effect of the start-up conditions may often be insignificant in the determination of the life of the gear system. Conversely, if the starting load is significantly higher than any of the normal operating conditions, and the gear system is started and stopped frequently, the start-up load may, depending on its magnitude and frequency, actually be the overriding, limiting design condition.
TECHNICAL ARTICLES | 2009-06-01

Innovative Concepts for Grinding Wind Power Energy Gears

This article shows the newest developments to reduce overall cycle time in grinding wind power gears, including the use of both profile grinding and threaded wheel grinding.
TECHNICAL ARTICLES | 2009-05-01

In-Situ Measurement of Stresses in Carburized Gears via Neutron Diffraction

This paper presents the results of research directed at measuring the total stress in a pair of statically loaded and carburized spur gears. Measurements were made to examine the change in total stress as a function of externally applied load and depth below the surface.
TECHNICAL ARTICLES | 2009-05-01

Repair via Isotropic Superfinishing of Aircraft Transmission Gears

The objective of this paper is to demonstrate that transmission gears of rotary-wing aircraft, which are typically scrapped due to minor foreign object damage (FOD) and grey staining, can be repaired and re-used with signifi cant cost avoidance. The isotropic superfinishing (ISF) process is used to repair the gear by removing surface damage. It has been demonstrated in this project that this surface damage can be removed while maintaining OEM specifications on gear size, geometry and metallurgy. Further, scrap CH-46 mix box spur pinions, repaired by the ISF process, were subjected to gear tooth strength and durability testing, and their performance compared with or exceeded that of new spur pinions procured from an approved Navy vendor. This clearly demonstrates the feasibility of the repair and re-use of precision transmission gears.
TECHNICAL ARTICLES | 2009-05-01

How Are You Dealing with the Bias Error in Your Helical Gears

This paper initially defines bias error—the “twisted tooth phenomenon.” Using illustrations, we explain that bias error is a by-product of applying conventional, radial crowning methods to produced crowned leads on helical gears. The methods considered are gears that are finished, shaped, shaved, form and generated ground. The paper explains why bias error occurs in these methods and offers techniques used to limit/eliminate bias error. Sometimes, there may be a possibility to apply two methods to eliminate bias error. In those cases, the pros/cons of these methods will be reviewed.
TECHNICAL ARTICLES | 2009-03-01

The Effect of Superfinishing on Gear Micropitting

Results from the Technical University of Munich were presented in a previous technical article (see Ref. 4). This paper presents the results of Ruhr University Bochum. Both research groups concluded that superfinishing is one of the most powerful technologies for significantly increasing the load-carrying capacity of gear flanks.
TECHNICAL ARTICLES | 2009-03-01

Grinding Induced Changes in Residual Stresses of Carburized Gears

This paper presents the results of a study performed to measure the change in residual stress that results from the finish grinding of carburized gears. Residual stresses were measured in five gears using the x-ray diffraction equipment in the Large Specimen Residual Stress Facility at Oak Ridge National Laboratory.
TECHNICAL ARTICLES | 2009-03-01

Hob Tool Life Technology Update

The method of cutting teeth on a cylindrical gear by the hobbing process has been in existence since the late 1800s. Advances have been made over the years in both the machines and the cutting tools used in the process. This paper will examine hob tool life and the many variables that affect it. The paper will cover the state-of-the-art cutting tool materials and coatings, hob tool design characteristics, process speeds and feeds, hob shifting strategies, wear characteristics, etc. The paper will also discuss the use of a common denominator method for evaluating hob tool life in terms of meters (or inches) per hob tooth as an alternative to tool life expressed in parts per sharpening.
TECHNICAL ARTICLES | 2009-01-01

Gear Failure Analysis Involving Grinding Burn

When gears are case-hardened, it is known that some growth and redistribution of stresses that result in geometric distortion will occur. Aerospace gears require post case-hardening grinding of the gear teeth to achieve necessary accuracy. Tempering of the case-hardened surface, commonly known as grinding burn, occurs in the manufacturing process when control of the heat generation at the surface is lost.
TECHNICAL ARTICLES | 2009-01-01

Effects of Gear Surface Parameters on Flank Wear

Non-uniform gear wear changes gear topology and affects the noise performance of a hypoid gear set. The aggregate results under certain vehicle driving conditions could potentially result in unacceptable vehicle noise performance in a short period of time. This paper presents the effects of gear surface parameters on gear wear and the measurement/testing methods used to quantify the flank wear in laboratory tests.
TECHNICAL ARTICLES | 2009-01-01

The Capacity of Superfinished Vehicle Components to Increase Fuel Economy, Part I

This paper will present data from both laboratory and field testing demonstrating that superfinished components exhibit lower friction, operating temperature, wear and/ or higher horsepower, all of which translate directly into increased fuel economy.
TECHNICAL ARTICLES | 2008-11-01

A Further Study on High-Contact-Ratio Spur Gears in Mesh with Double-Scope Tooth Profile Modification

This paper will demonstrate that, unlike commonly used low-contact-ratio spur gears, high-contact-ratio spur gears can provide higher power-to-weight ratio, and can also achieve smoother running with lower transmission error (TE) variations.
TECHNICAL ARTICLES | 2008-11-01

Induction Hardening of Gears and Critical Components - Part II

Part I, which was published in the September/October 2008 issue, covered gear materials, desired microstructure, coil design and tooth-by-tooth induction hardening. Part II covers spin hardening and various heating concepts used with it.
TECHNICAL ARTICLES | 2008-11-01

An Investigation of the Influence of Shaft Misalignment on Bending Stresses of Helical Gears with Lead Crown

In this study, the combined influence of shaft misalignments and gear lead crown on load distribution and tooth bending stresses is investigated. Upon conclusion, the experimental results are correlated with predictions of a gear load distribution model, and recommendations are provided for optimal lead crown in a given misalignment condition.
TECHNICAL ARTICLES | 2008-09-01

Lapping and Superfinishing Effects on Surface Finish of Hypoid Gears and Transmission Errors

This presentation is an expansion of a previous study (Ref.1) by the authors on lapping effects on surface finish and transmission errors. It documents the effects of the superfinishing process on hypoid gears, surface finish and transmission errors.
TECHNICAL ARTICLES | 2008-09-01

Induction Hardening of Gears and Critical Components - Part I

Induction hardening is a heat treating technique that can be used to selectively harden portions of a gear, such as the flanks, roots and tips of teeth, providing improved hardness, wear resistance, and contact fatigue strength without affecting the metallurgy of the core and other parts of the component that don’t require change. This article provides an overview of the process and special considerations for heat treating gears. Part I covers gear materials, desired microsctructure, coil design and tooth-by-tooth induction hardening.
TECHNICAL ARTICLES | 2008-09-01

Innovative Analysis and Documentation of Gear Test Results

In this paper, a method is presented for analyzing and documenting the pitting failure of spur and helical gears through digital photography and automatic computerized evaluation of the damaged tooth fl ank surface. The authors have developed an accurate, cost-effective testing procedure that provides an alternative to vibration analysis or oil debris methods commonly used in conjunction with similar test-rig programs.
TECHNICAL ARTICLES | 2008-08-01

Influence of Grinding Burn on Pitting Capacity

This paper intends to determine the load-carrying capacity of thermally damaged parts under rolling stress. Since inspection using real gears is problematic, rollers are chosen as an acceptable substitute. The examined scope of thermal damage from hard finishing extends from undamaged, best-case parts to a rehardening zone as the worst case. Also, two degrees of a tempered zone have been examined.
TECHNICAL ARTICLES | 2008-08-01

Distortion Control by Innovative Heat Treating Technologies in the Automotive Industry

The proper control of distortion after thermal treatment of powertrain components in the automotive industry is an important measure in ensuring high-quality parts and minimizing subsequent hard machining processes in order to reduce overall production costs.
TECHNICAL ARTICLES | 2008-08-01

Guidelines for Modern Bevel Gear Grinding

This paper acknowledges the wide variety of manufacturing processes--especially in grinding--utlized in the production of bevel gears...
TECHNICAL ARTICLES | 2008-07-01

Optimum Gear Tooth Microtopographies

A graphical procedure for selecting optimum combinations of profile and lead modifications.
TECHNICAL ARTICLES | 2008-07-01

The Kinematics of Conical Involute Gear Hobbing

Conical involute gears, also known as beveloid gears, are generalized involute gears that have the two flanks of the same tooth characterized by different base cylinder radii and different base helix angles.
TECHNICAL ARTICLES | 2008-06-01

Study of the Correlation Between Theoretical and Actual Gear Fatigue Test Data on a Polyamide

In the past two years DSM has been conducting fatigue tests on actual molded gears in order to provide design data.
TECHNICAL ARTICLES | 2008-06-01

Material Integrity in Molded Plastic Gears and its Dependence on Molding Practices

The quality of molded plastic gears is typically judged by dimensional feature measurements only. This practice overlooks potential deficiencies in the molding process.
TECHNICAL ARTICLES | 2008-05-01

Update on the National Center for Gear Metrology

The status on traceability of gear artifacts in the United States.
TECHNICAL ARTICLES | 2008-05-01

Calibration of Two-Flank Roll Testers

The presence of significant errors in the two-flank roll test (a work gear rolled in tight mesh against a master gear) is well-known, but generally overlooked.
TECHNICAL ARTICLES | 2008-05-01

Manufacturing Net-Shaped, Cold-Formed Gears

A net-shaped metal forming process has been developed for manufacturing quality, durable, high-yield and cost-efficient gears for high-volume production.
TECHNICAL ARTICLES | 2008-05-01

Pitting Load Capacity of Helical Gears

Influences of Load Distribution and Tooth Flank Modifications as Considered in a New, DIN/ISO-Compatible Calculation Method
TECHNICAL ARTICLES | 2008-03-01

Methodology for Translating Single-Tooth Bending Fatigue Data to be Comparable to Running Gear Data

A method to extrapolate running gear bending strength data from STF results for comparing bending performance of different materials and processes.
TECHNICAL ARTICLES | 2008-03-01

Pitting and Bending Fatigue Evaluations of a New Case-Carburized Gear Steel

This study quantified the performance of a new alloy and has provided guidance for the design and development of next-generation gear steels.
TECHNICAL ARTICLES | 2008-03-01

Operational Condition and Superfinishing Effect on High-Speed Helical Gearing System Performance

An experimental effort has been conducted on an aerospace-quality helical gear train to investigate the thermal behavior of the gear system. Test results from the parametric studies and the superfinishing process are presented.
TECHNICAL ARTICLES | 2008-01-01

Evaluation of a Low-Noise, Formate Spiral Bevel Gear Set

Studies to evaluate low-noise Formate spiral bevel gears were performed. Experimental tests were conducted on a helicopter transmission test stand...
TECHNICAL ARTICLES | 2008-01-01

Application of Gears with Asymmetric Teeth in Turboprop Engine Gearbox

This paper describes the research and development of the first production gearbox with asymmetric tooth profiles for the TV7-117S turboprop engine. The paper also presents numerical design data related to development of this gearbox.
TECHNICAL ARTICLES | 2007-11-01

Design of Oil-Lubricated Machine Components for Life and Reliability

This article summarizes the use of laboratory fatigue data for bearings and gears coupled with probabilistic life prediction and EHD theories to predict the life and reliability of a commercial turboprop gearbox.
TECHNICAL ARTICLES | 2007-11-01

Optimal Choice of the Shaft Angle for Involute Hobbing

With reference to the machining of an involute spur or helical gear by the hobbing process, this paper suggests a new criterion for selecting the position of the hob axis relative to the gear axis.
TECHNICAL ARTICLES | 2007-09-01

The New Freedoms: Bevel Blades

Today, because of reduced cost of coatings and quicker turnaround times, the idea of all-around coating on three-face-sharpened blades is again economically viable, allowing manufacturers greater freedoms in cutting blade parameters, including three-face-sharpened and even four-face-sharpened blades.
TECHNICAL ARTICLES | 2007-09-01

Tooth-Bending Effects in Plastic Spur Gears

This paper describes the investigation of a steel-and-plastic gear transmission and presents a new hypothesis on the governing mechanism in the wear of plastic gears.
TECHNICAL ARTICLES | 2007-09-01

High Speed Gears

Above all, a gear is not just a mechanical transmission, but is developed to a system fulfilling multiple demands, such as clutch integration, selectable output speeds, and controls of highest electronic standards. This paper shows the basics for high-speed gear design and a selection of numerous applications in detailed design and operational needs.
TECHNICAL ARTICLES | 2007-08-01

Gear Expo 2007 Show Preview

The organizers of Gear Expo 2007 promise to combine the most popular features of shows past with some innovations for this year’s attendees. By the time the show closes on October 10, the association hopes its targeted 175 exhibitors walk away with new insights leading to profitability and renewed contacts.
TECHNICAL ARTICLES | 2007-08-01

2007 Fall Technical Meeting Schedule of Events

Listing of papers to be presented and activities for the 2007 AGMA Fall Technical Meeting.
TECHNICAL ARTICLES | 2007-08-01

Bevel Gears: Optimal High Speed Cutting

This article presents a summary of all factors that contribute to efficient and economical high-speed cutting of bevel and hypoid gears.
TECHNICAL ARTICLES | 2007-08-01

True Bending Stress in Spur Gears

In this paper, an accurate FEM analysis has been done of the “true” stress at tooth root of spur gears in the function of the gear geometry. The obtained results confirm the importance of these differences.
TECHNICAL ARTICLES | 2007-07-01

Experience with Large, High-Speed Load Gears

The main theme of this article is high-capacity, high-speed load gears in a power transmission range between 35 MW and 100 MW for generators and turbo-compressors driven by gas or steam turbines.
TECHNICAL ARTICLES | 2007-07-01

Spiral Bevel and Hypoid Gear Cutting Technology Update

Spiral bevel and hypoid gear cutting has changed significantly over the years. The machines, tools, processes and coatings have steadily advanced.
TECHNICAL ARTICLES | 2007-06-01

Nonstandard Tooth Proportions

With the right selection of nonstandard center distance and tool shifting, it may be possible to use standard tools to improve the gear set capacity with a considerable reduction in cost when compared to the use of special tools.
TECHNICAL ARTICLES | 2007-06-01

Low Loss Gears

In most transmission systems, one of the main power loss sources is the loaded gear mesh. In this article, the influences of gear geometry parameters on gear efficiency, load capacity, and excitation are shown.
TECHNICAL ARTICLES | 2007-05-01

New Developments in TCA and Loaded TCA

How the latest techniques and software enable faster spiral bevel and hypoid design and development.
TECHNICAL ARTICLES | 2007-05-01

Thermal Behavior of Helical Gears

An experimental effort has been conducted on an aerospace-quality helical gear train to investigate the thermal behavior of the gear system as many important operational conditions were varied.
TECHNICAL ARTICLES | 2007-05-01

NASA's Return to Flight

Gear specialists at the NASA Glenn Research facility helped determine it was safe for the space shuttle to fly again.
TECHNICAL ARTICLES | 2007-03-01

Transmission Error and Noise Emission of Spur Gears

Transmission error (TE) is recognized as one of the most important causes of gear acoustic emissions...
TECHNICAL ARTICLES | 2007-03-01

Effects on Rolling Contact Fatigue Performance--Part II

This is part II of a two-part paper that presents the results of extensive test programs on the RCF strength of PM steels.
TECHNICAL ARTICLES | 2007-03-01

Asymmetric Teeth: Bending Stress Calculation

This article includes a brief summary of the characteristics of involute asymmetric teeth and the problems connected with the related bending tests.
TECHNICAL ARTICLES | 2007-03-01

Forest City Puts Teeth in Competitive Strategy with Sunnen's Bore Honing Machine

Forest City Gear president Fred Young has a straightforward strategy for acquiring and retaining business...
TECHNICAL ARTICLES | 2007-01-01

Effects on Rolling Contact Fatigue Performance

This article summarizes results of research programs on RCF strength of wrought steels and PM steels.
TECHNICAL ARTICLES | 2007-01-01

Face Gears: Geometry and Strength

There are three distinct gear types in angle drives. The most commonly used are bevel and worm drives. Face gear drives are the third alternative.
TECHNICAL ARTICLES | 2006-11-01

Characteristics of Master Gears

The two-flank roll test measures kickout (tooth-to-tooth composite error) and tooth thickness. In this article, it will be shown that measured values vary with the number of teeth on the master gear.
TECHNICAL ARTICLES | 2006-11-01

Gear Design: Multipoint Properties are Key to Selecting Thermoplastic Materials

The palette of thermoplastic materials for gears has grown rapidly, as have the applications themselves. Designers need to be aware of key properties and attributes in selecting the right material.
TECHNICAL ARTICLES | 2006-11-01

Optimization of the Gear Profile Grinding Process Utilizing an Analogy Process

In order to grind gears burn-free and as productively as possible, a better understanding of the process is required.
TECHNICAL ARTICLES | 2006-09-01

The Effects of Pre-Rough Machine Processing on Dimensional Distortion During Carburizing

A study was conducted to isolate the influence of pre-rough machine processing on final dimensional distortion.
TECHNICAL ARTICLES | 2006-09-01

Gear Shaving - Process Simulation Helps to Comprehend an Incomprehensible Process

Due to its economical efficiency, the gear shaving process is a widely used process for soft finishing of gears. A simulation technique allows optimization of the process.
TECHNICAL ARTICLES | 2006-09-01

Determining the Shaper Cut Helical Gear Fillet Profile

This article describes a root fillet form calculating method for a helical gear generated with a shaper cutter.
TECHNICAL ARTICLES | 2006-07-01

Generating Interchangeable 20-Degree Spur Gear Sets with Circular Fillets to Increase Load Carrying Capacity

This article presents a new spur gear 20-degree design that works interchangeably with the standard 20-degree system and achieves increased tooth bending strength and hence load carrying capacity.
TECHNICAL ARTICLES | 2006-07-01

The Lubrication of DLC Coated Gears with Environmentally Adapted Ester-Based Oil

A main limiting factor in extending the use of hard coatings to machine component application is the lack of knowledge about how these inert coatings perform under lubricated conditions using today's lubricants.
TECHNICAL ARTICLES | 2006-07-01

How to Achieve a Successful Molded Gear Transmission

Molded plastic gears have very little in common with machined gears other than the fact that both use the involute for conjugate action.
TECHNICAL ARTICLES | 2006-05-01

Influence of Surface Roughness on Gear Pitting Behavior

In earlier studies, surface roughness has been shown to have a significant influence on gear pitting life. This paper discusses how high surface roughness introduces a wear mechanism that delays the formation of pits. Accompanied by a full-page technical review.
TECHNICAL ARTICLES | 2006-05-01

Tool Life and Productivity Improvement Through Cutting Parameter Setting and Tool Design in Dry High-Speed Bevel Gear Tooth Cutting

This article presents some of the findings of cutting investigations at WZL in which the correlation of cutting parameters, cutting materials, tool geometry and tool life have been determined.
TECHNICAL ARTICLES | 2006-03-01

Proposal for Tip Relief Modification to Reduce Noise and Sensitivity to Meshing Conditions in Spur Gears

In this article, a new tip relief profile modification for spur gears is presented. The topography proposed here is a classical linear profile modification with a parabolic fillet.
TECHNICAL ARTICLES | 2006-03-01

Detailed Computer Model of Gearbox Reduces Design Time

LMS International helped a Fiat subsidiary develop a new, dynamic vibro-acoustic prediction method to reduce design time and engineering costs through accurate prediction of gear noise in the design phase.
TECHNICAL ARTICLES | 2006-03-01

What's the Right Tolerance

Charles Schultz of Brad Foote Gear Works discusses some of the finer points of engineering tolerances--and muscle cars.
TECHNICAL ARTICLES | 2006-01-01

Kinematical Simulation of Face Hobbing Indexing and Tooth Surface Generation of Spiral Bevel and Hypoid Gears

In addition to the face milling system, the face hobbing process has been developed and widely employed by the gear industry. However, the mechanism of the face hobbing process is not well known.
TECHNICAL ARTICLES | 2006-01-01

Assembling Spiral Gears: Double Taper Can Be Double Trouble

Bevel gear systems are particularly sensitive to improper assembly. Slight errors in gear positioning can turn a well-designed, quality manufactured gear set into a noisy, prone-to-failure weak link in your application.
TECHNICAL ARTICLES | 2006-01-01

Investigation of the Noise and Vibration of Planetary Gear Drives

With the aim of reducing the operating noise and vibration of planetary gear sets used in automatic transmissions, a meshing phase difference was applied to the planet gears that mesh with the sun and ring gears.
TECHNICAL ARTICLES | 2005-11-01

The Fatigue Endurance Limit: A Myth

Review of "Gigacycle Fatigue in Mechanical Practice," by Claude Bathias and Paul C. Paris
TECHNICAL ARTICLES | 2005-11-01

Latest Generation of Quieter Plastic Gears Can Take the Heat

Ten years ago, most mainstream gear manufacturers didn't even consider plastics as an option, especially in higher power applications.
TECHNICAL ARTICLES | 2005-11-01

Development of Conical Involute Gears (Beveloids) for Vehicle Transmissions

Conical involute gears (beveloids) are used in transmissions with intersecting or skewed axes and for backlash-free transmissions with parallel axes.
TECHNICAL ARTICLES | 2005-11-01

Laminated Gearing

Laminated spur gears with one-tooth pinions can be an alternative to spur gears.
TECHNICAL ARTICLES | 2005-11-01

Utilization of Powder Metal and Shot Peening Residual Stress to Maximize Cost and Performance Benefit of Highly Loaded Gearing

This article focuses on bending fatigue strength improvements of P/M gearing from recent improvements in P/M technology, combined with shot peening.
TECHNICAL ARTICLES | 2005-09-01

Gear Finishing with a Nylon Lap

The objective of this research is to develop a new lapping process that can efficiently make tooth flanks of hardened steel gears smooth as a mirror.
TECHNICAL ARTICLES | 2005-09-01

What to Know About Bevel Gear Grinding

Guidelines are insurance against mistakes in the often detailed work of gear manufacturing. Gear engineers, after all, can't know all the steps for all the processes used in their factories.
TECHNICAL ARTICLES | 2005-09-01

A Split Happened on the Way to Reliable, Higher-Volume Gear Grinding

Bevel gear manufacturers live in one of two camps: the face hobbing/lapping camp, and the face milling/grinding camp.
TECHNICAL ARTICLES | 2005-09-01

Measuring Pitch Diameter

Wait a minute, we don't measure pitch diameter. We're sometimes asked to measure it by customers, though, especially ones with older drawings.
TECHNICAL ARTICLES | 2005-09-01

Determining Power Losses in the Helical Gear Mesh

This article reviews mathematical models for individual components associated with power losses, such as windage, churning, sliding and rolling friction losses.
TECHNICAL ARTICLES | 2005-07-01

Gear Expo 2005

Preview of Gear Expo, with information on AGMA's fall technical meeting and the city of Detroit.
TECHNICAL ARTICLES | 2005-07-01

The Outlook for Gear Manufacturing - A European Perspective

Hagen Hofmann of Hoefler presents his views on global trade, competition and the future of the gear industry.
TECHNICAL ARTICLES | 2005-07-01

Systematic Investigations on the Influence of Case Depth on the Pitting and Bending Strength of Case Carburized Gears

The gear designer needs to know how to determine an appropriate case depth for a gear application in order to guarantee the required load capacity.
TECHNICAL ARTICLES | 2005-07-01

Advances from Aachen - WZL and GRC Contribute to Gear Manufacturing

Aachen has long been the center of European gear research.
TECHNICAL ARTICLES | 2005-05-01

The Influence of Additive Chemistry on Micropitting

This article discusses the potential effects observed for different antiwear and EP chemistry on the micropitting of cylindrical gears.
TECHNICAL ARTICLES | 2005-03-01

Environmentally Friendly Cutting Fluids

Environmentally friendly cutting fluids aren't just good for the environment. They can also be good for performance.
TECHNICAL ARTICLES | 2005-03-01

Gear Data Exchange Format

VDI has created a data exchange format that allows for the electronic exchange of all geometric parameters for cylindrical gears.
TECHNICAL ARTICLES | 2005-01-01

A Planetary System that Increases Power Density

Turnkey Design Services is manufacturing a planetary gear system to increase power density.
TECHNICAL ARTICLES | 2005-01-01

Holroyd Launches New Gear Grinder

New machine promises DIN 2 accuracy and unique features at low cost.
TECHNICAL ARTICLES | 2005-01-01

Robust Transmission Design Through Automated Optimization of Virtual Prototypes

Romax Technology is automating the design iteration process to allow companies to be faster to market with the highest quality, most robust gear products.
TECHNICAL ARTICLES | 2004-11-01

High Performance Gears Using Powder Metallurgy (PM) Technology

Powder metallurgy (P/M) techniques have proven successful in displacing many components within the automobile drive train, such as: connecting rods, carriers, main bearing caps, etc. The reason for P/M’s success is its ability to offer the design engineer the required mechanical properties with reduced component cost.
TECHNICAL ARTICLES | 2004-11-01

Non-Standard Cylindrical Gears

Curved face width (CFW) spur gears are not popular in the gear industry. But these non-metallic gears have advantages over standard spur gears: higher contact ratio, higher tooth stiffness, and lower contact and bending stresses.
TECHNICAL ARTICLES | 2004-11-01

Remedies for Cutting Edge Failure of Carbide Hob due to Chip Crush

Some results of evaluation by this method in the automotive industry.
TECHNICAL ARTICLES | 2004-09-01

Simulation of Hobbing for Analysis of Cutting Edge Failure due to Chip Crush

There are great advantages in dry hobbing, not only for friendliness toward the environment, but also for increasing productivity and for decreasing manufacturing cost. Dry hobbing, however, often causes failures in hob cutting edges or problems with the surface quality of gear tooth flanks. These difficulties are not present when hobbing with cutting oil. Pinching and crushing of generated chips between the hob cutting edge and the work gear tooth flank is considered a major cause of those problems.
TECHNICAL ARTICLES | 2004-09-01

Surface Damage Caused by Gear Profile Grinding and its Effects on Flank Load Carrying Capacity

Instances of damage to discontinuous form ground and surface-hardened gears, especially of large scale, have recently increased. This may be attributed partly to a faulty grinding process with negative effects on the surface zones and the surface properties.
TECHNICAL ARTICLES | 2004-09-01

Conversation with Joe Franklin, AGMA President

Gear Technology talks with AGMA's president about the association and its role in the gear industry.
TECHNICAL ARTICLES | 2004-09-01

High Speed Steel: Different Grades for Different Requirements

Hobs, broaches, shaper cutters, shaver cutters, milling cutters, and bevel cutters used in the manufacture of gears are commonly made of high speed steel. These specialized gear cutting tools often require properties, such as toughness or manufacturability, that are difficult to achieve with carbide, despite the developments in carbide cutting tools for end mills, milling cutters, and tool inserts.
TECHNICAL ARTICLES | 2004-07-01

Load Carrying Capacity of Screw Helical Gears with Steel Pinions and Plastic Wheels

There is an increasing significance of screw helical and worm gears that combine use of steel and plastics. This is shown by diverse and continuously rising use in the automotive and household appliance industries. The increasing requirements for such gears can be explained by the advantageous qualities of such a material combination in comparison with that of the traditional steel/bronze pairing.
TECHNICAL ARTICLES | 2004-07-01

A Winding Path into the Gear Industry: Falk Corp.

Glancing back now, The Falk Corp. looks to have had a straight path toward power transmission when it opened in 1892.
TECHNICAL ARTICLES | 2004-07-01

Influence of Coatings and Surface Improvements on the Lifetime of Gears

Surface coatings or finishing processes are the future technologies for improving the load carrying capacity of case hardened gears. With the help of basic tests, the influence of different coatings and finishing processes on efficiency and resistance to wear, scuffing, micropitting, and macropitting is examined.
TECHNICAL ARTICLES | 2004-07-01

Greener Gears

Companies around the world are learning to embrace the environment, and the gear industry is no exception. This special section takes a look at how some gear manufacturers are doing their part to conserve resources, preserve and protect the environment, and give back to the land. What we’ve found is that adopting environmental measures is far more than just good corporate citizenship. For many gear industry companies, good environmental practices also turn out to be good for the bottom line.
TECHNICAL ARTICLES | 2004-05-01

A Model of the Pumping Action Between the Teeth of High-Speed Spur and Helical Gears

For a high-speed gearbox, an important part of power losses is due to the mesh. A global estimation is not possible and an analytical approach is necessary with evaluations of three different origins of power losses: friction in mesh contact, gear windage and pumping effect between teeth.
TECHNICAL ARTICLES | 2004-05-01

Grinding and Abrasives

Flexibility and productivity are the keywords in today’s grinding operations. Machines are becoming more flexible as manufacturers look for ways to produce more parts at a lower cost. What used to take two machines or more now takes just one.
TECHNICAL ARTICLES | 2004-05-01

Evaluation of Bending Strength of Carburized Gears

The aim of our research is to clearly show the influence of defects on the bending fatigue strength of gear teeth. Carburized gears have many types of defects, such as non-martensitic layers, inclusions, tool marks, etc. It is well known that high strength gear teeth break from defects in their materials, so it’s important to know which defect limits the strength of a gear.
TECHNICAL ARTICLES | 2004-05-01

Globalization Brings AGMA, ISO Standards Closer

“The gear marketplace is a global marketplace.” Bill Bradley says it easily, with no special emphasis. The vice president of AGMA’s technical division sees the statement as an obvious fact.
TECHNICAL ARTICLES | 2004-05-01

Winds of Change in Profile Grinding

Recent breakthroughs in profile grinding software are helping Anderson Precision Gears and others meet wind power’s insatiable appetite for faster production of large, high-quality gears.
TECHNICAL ARTICLES | 2004-05-01

Comparison of Rating Trends in AGMA Versus ISO

As the international business community grows closer together, the need for understanding differences between national and international gear rating standards becomes increasingly important for U.S. gear manufacturers competing in the world market.
TECHNICAL ARTICLES | 2004-03-01

Hobbing Precise, Uniform End Chamfers

The seemingly simple process of placing a uniform chamfer on the face ends of spur and helical gears, at least for the aerospace industry, has never been a satisfactory or cost effective process.
TECHNICAL ARTICLES | 2004-03-01

New ANSI-AGMA Accuracy Standards for Gears

AGMA has started to replace its 2000-A88 standard for gear accuracy with a new series of documents based largely on ISO standards. The first of the replacement AGMA standards have been published with the remainder coming in about a year. After serving as a default accuracy specification for U.S. commerce in gear products for several decades, the material in AGMA 2000-A88 is now considered outdated and in need of comprehensive revision.
TECHNICAL ARTICLES | 2004-01-01

Software Bits

The latest software for gear design, engineering and manufacturing.
TECHNICAL ARTICLES | 2004-01-01

Philly Gear: A Long Life, A New Direction

Large marine gearboxes. More than a year in production, each weighing 125,000 pounds, the gearboxes were for U.S. Navy amphibious ships, for combining the power of 10,000 hp diesel engines to drive propeller shafts. They were also the last major gear products shipped from Philadelphia Gear Corp.’s King of Prussia factory.
TECHNICAL ARTICLES | 2003-11-01

Application of Statistical Stability and Capability for Gear Cutting Machine Acceptance Criteria

Machine tool manufacturers supplying machines to the gearing world have been in existence for many years. The machines have changed, and so has the acceptance criteria for the machines.
TECHNICAL ARTICLES | 2003-09-01

Solid Model Generation of Involute Cylindrical Gears

This paper presents approximate and accurate methods to generate solid models of involute cylindrical gears using Autodesk Inventor 3-D CAD software.
TECHNICAL ARTICLES | 2003-09-01

Direct Gear Design: Bending Stress Minimization

Bending stress evaluation in modern gear design is generally based on the more-than-one-hundred-year-old Lewis equation.
TECHNICAL ARTICLES | 2003-09-01

Local 3-D Flank Form Optimizations for Bevel Gears

Optimizing the running behavior of bevel and hypoid gears means improving both noise behavior and load carrying capacity. Since load deflections change the relative position of pinion and ring gear, the position of the contact pattern will depend on the torque. Different contact positions require local 3-D flank form optimizations for improving a gear set.
TECHNICAL ARTICLES | 2003-07-01

On a Possible Way of Size and Weight Reduction of a Car Transmission

Almost any external tooth form that is uniformly spaced around a center can be hobbed. Hobbing is recognized as an economical means of producing spur and helical gears with involute tooth profiles.
TECHNICAL ARTICLES | 2003-07-01

Vegetable-Based Oil as a Gear Lubricant

Universal tractor transmission oil (UTTO) is multifunctional tractor oil formulated for use in transmissions, final drives, differentials, wet brakes, and hydraulic systems of farm tractors employing a common oil reservoir. In the present work, the gear protection properties of two formulated vegetable-based UTTO oils, one synthetic ester-based UTTO oil, one synthetic ester gear oil, and one mineral based UTTO oil are investigated.
TECHNICAL ARTICLES | 2003-07-01

Design of High Contact Ratio Spur Gears Cut With Standard Tools

In high precision and heavily loaded spur gears, the effect of gear error is negligible, so the periodic variation of tooth stiffness is the principal cause of noise and vibration. High contact ration spur gears can be used to exclude or reduce the variation of tooth stiffness.
TECHNICAL ARTICLES | 2003-05-01

Characterizaton of Retained Austenite in Case Carburized Gears and Its Influence on Fatigue Performance

Carburized helical gears with high retained austenite were tested for surface contact fatigue. The retained austenite before test was 60% and was associated with low hardness near the case's surface. However, the tested gears showed good pitting resistance, with fatigue strength greater than 1,380 MPa.
TECHNICAL ARTICLES | 2003-05-01

Performance of Skiving Hobs in Finishing Induction Hardened and Carburized Gears

In order to increase the load carrying capacity of hardened gears, the distortion of gear teeth caused by quenching must be removed by precision cutting (skiving) and/or grinding. In the case of large gears with large modules, skiving by a carbide hob is more economical than grinding when the highest accuracy is not required.
TECHNICAL ARTICLES | 2003-05-01

Large Scores and Radial Cracks on Case-Hardened Worms

In the last couple of years, many research projects dealt with the determination of load limits of cylindrical worm gears. These projects primarily focused on the load capacity of the worm wheel, whereas the worm was neglected. This contribution presents investigations regarding damages such as large scores and cracks on the flanks of case-hardened worms.
TECHNICAL ARTICLES | 2003-05-01

The Two-Sided-Ground Bevel Cutting Tool

In the past, the blades of universal face hobbing cutters had to be resharpened on three faces. Those three faces formed the active part of the blade. In face hobbing, the effective cutting direction changes dramatically with respect to the shank of the blade. Depending on the individual ratio, it was found that optimal conditions for the chip removal action (side rake, side relief and hook angle) could just be established by adjusting all major parameters independently. This, in turn, results automatically in the need for the grinding or resharpening of the front face and the two relief surfaces in order to control side rake, hook angle and the relief and the relief angles of the cutting and clearance side.
TECHNICAL ARTICLES | 2003-03-01

Determination and Optimization of the Contact Pattern of Worm Gears

The load capacity of worm gears is mainly influenced by the size and the position of the contact pattern.
TECHNICAL ARTICLES | 2003-03-01

Heat Treat Process and Material Selection for High Performance Gears

The selection of the heat treat process and the congruent material required for high performance gears can become very involved.
TECHNICAL ARTICLES | 2003-03-01

Design Robustness and it Effect on Transmission Error and Other Design Parameters

Transmission errors, axial shuttling forces and friction result in bearing forces that serve as the major excitations of gear noise. This paper will use these factors as well as gear stresses and tribological factors to assist in obtaining optimal gear designs.
TECHNICAL ARTICLES | 2003-03-01

Wear Resistance of Plasma and Pulse Plasma Nitrided Gears

In this study, wear behavior of plasma and pulse plasma nitrided gears, made from 42CrMo4 steel, was evaluated under a lubricated sliding and pitting regime.
TECHNICAL ARTICLES | 2003-01-01

Experimental Characterization of Bending Fatigue Strength in Gear Teeth

The effort described in this paper addresses a desire in the gear industry to increase power densities and reduce costs of geared transmissions. To achieve these objectives, new materials and manufacturing processes, utilized in the fabrication of gears, and being evaluated. In this effort, the first priority is to compare the performance of gears fabricated using current materials and processes. However, once that priority is satisfied, it rapidly transforms to requiring accurate design data to utilize these novel materials and processes. This paper describes the effort to address one aspect of this design data requirement.
TECHNICAL ARTICLES | 2003-01-01

The Alignment of High Speed Gears

This paper reviews the necessity for detailed specification, design and manufacture to achieve required performance in service. The precise definition of duty rating and a thorough understanding of the environmental conditions, whether it is in a marine or industrial application, is required to predict reliable performance of a gearbox through its service life. A case study relating to complex marine gears and other general practice is presented to review the techniques used by Allen Gears to design and develop a gearbox that integrates with the requirements of the whole machinery installation. Allen Gears has considerable experience in the design of a variety of industrial and marine gears(Ref. 1,2).
TECHNICAL ARTICLES | 2003-01-01

Spiral Bevel Gear Development: Elminiating Trial and Error with Computer Technology

Computer technology has touched all areas of our lives, impacting how we obtain airline tickets, purchase merchandise and receive medical advice. This transformation has had a vast influence on manufacturing as well, providing process improvements that lead to higher quality and lower costs. However, in the case of the gear industry, the critical process of tooth contact pattern development for spiral bevel gears remains relatively unchanged.
TECHNICAL ARTICLES | 2003-01-01

Gear Damage Detection Using Oil Debris Analysis

The purpose of this paper was to verify, when using an oil debris sensor, that accumulated mass predicts gear pitting damage and to identify a method to set threshold limits for damaged gears.
TECHNICAL ARTICLES | 2002-11-01

The Barkhausen Noise Inspection Method for Detecting Grinding Damage in Gears

When hardened steel components are ground, there is always the possibility of damage to the steel in the form of residual stress or microstructural changes. Methods for detecting this sort of damage have always had one or more drawbacks, such as cost, time, complexity, subjectivity, or the use of hazardous chemicals.
TECHNICAL ARTICLES | 2002-11-01

Predicting the Heat-Treat Response of a Carburized Helical Gear

Using the DANTE software, a finite element simulation was developed and executed to study the response of a carburized 5120 steel helical gear to quenching in molten salt. The computer simulation included heat-up, carburization, transfer and immersion in a molten salt bath, quenching, and air cooling. The results of the simulation included carbon distribution of phases, dimensional change, hardness, and residual stress throughout the process. The predicted results were compared against measured results for hardness, dimensions and residual stress. The excellent agreement between predictions and measured values for this carburized 5120 steel gear provides a basis for assessing the various process parameters and their respective importance in the characteristics of not only these heat-treated parts, but of other compositions and shapes.
TECHNICAL ARTICLES | 2002-11-01

Engineered Gear Steels: A Review

The selection of the proper steel for a given gear application is dependent on many factors. This paper discusses the many aspects related to material, design, manufacture, and application variables. The results of several studies on the optimization of alloy design for gas- and plasma- carburization processing and reviewed.
TECHNICAL ARTICLES | 2002-11-01

Cutting Hardened Gears

The need for improved power transmissions that use gears and gearboxes with smaller overall dimensions and with lower noise generation has left manufacturing engineers searching for different methods of gear processing. This search has led to the requirement of hardened gears.
TECHNICAL ARTICLES | 2002-09-01

Carburizing of Big Module and Large Diameter Gears

Carburized gears have higher strengths and longer lives compared with induction-hardened or quench-tempered gears. But in big module gears, carburizing heat-treatment becomes time-consuming and expensive and sometimes cannot achieve good hardness due to the big mass-effect. Also, it is not easy to reduce distortion of gears during heat treatment.
TECHNICAL ARTICLES | 2002-09-01

Direct Gear Design for Spur and Helical Involute Gears

Modern gear design is generally based on standard tools. This makes gear design quite simple (almost like selecting fasteners), economical, and available for everyone, reducing tooling expenses and inventory. At the same time, it is well known that universal standard tools provide gears with less than optimum performance and - in some cases - do not allow for finding acceptable gear solutions. Application specifies, including low noise and vibration, high density of power transmission (lighter weight, smaller size) and others, require gears with nonstandard parameters. That's why, for example, aviation gear transmissions use tool profiles with custom proportions, such as pressure angle, addendum, and whole depth. The following considerations make application of nonstandard gears suitable and cost-efficient:
TECHNICAL ARTICLES | 2002-09-01

Measuring Profile and Base Pitch Error with a Micrometer

In this article, equations for finding profile and base pitch errors with a micrometer are derived. Limitations of micrometers with disc anvils are described. The design of a micrometer with suitable anvils is outlined.
TECHNICAL ARTICLES | 2002-07-01

Performance Analysis of Hypoid Gears by Tooth Flank Form Measurement

The traditional way of controlling the quality of hypoid gears' tooth flank form is to check the tooth flank contact patterns. But it is not easy to exactly judge the tooth flank form quality by the contact pattern. In recent years, it has become possible to accurately measure the tooth flank form of hypoid gears by the point-to-point measuring method and the scanning measuring method. But the uses of measured data of the tooth flank form for hypoid gears have not yet been well developed in comparison with cylindrical involute gears. In this paper, the tooth flank form measurement of generated face-milled gears, face-hobbed gears and formulate/generated gears are reported. The authors discuss the advantages and disadvantages of scanning and point-to-point measuring of 3-D tooth flank forms of hypoid gears and introduce some examples of uses of measured data for high-quality production and performance prediction.
TECHNICAL ARTICLES | 2002-07-01

Gear Surface Durability Development to Enhance Transmission Power Density

Gear pitting is one of the primary failure modes of automotive transmission gear sets. Over the past years, many alternatives have been intended to improve their gear surface durability. However, due to the nature of new process development, it takes a length of time and joint efforts between the development team and suppliers to investigate and verify each new approach.
TECHNICAL ARTICLES | 2002-07-01

Minimization of In-Process Corrosion of Aerospace Gears

Carbon steels have primarily been used to manufacture aerospace gears due to the steels' mechanical characteristics. An alloyed low carbon steel is easily case-hardened to obtain a hard wear surface while maintaining the ductile core characteristics. The microstructure achieved will accept the heavy loading, shocks, and elevated temperatures that gears typically experience in applications. The carbon steel machinability allows for general machining practices to be employed when producing aerospace gears versus the more advanced metal removal processes required by stainless and nickel-based alloys.
TECHNICAL ARTICLES | 2002-05-01

Carbide Hobbing Case Study

Bodine Electric Co. of Chicago, IL., has a 97-year history of fine-and medium-pitch gear manufacturing. Like anywhere else, traditions, old systems, and structures can be beneficial, but they can also become paradigms and obstacles to further improvements. We were producing a high quality product, but our goal was to become more cost effective. Carbide hobbing is seen as a technological innovation capable of enabling a dramatic, rather than an incremental, enhancement to productivity and cost savings.
TECHNICAL ARTICLES | 2002-05-01

Increased Load Capacity of Worm Gears by Optimizing the Worm Wheel Bronze

The lifetime of worm gears is usually delimited by the bronze-cast worm wheels. The following presents some optimized cast bronzes, which lead to a doubling of wear resistance.
TECHNICAL ARTICLES | 2002-05-01

Optimizing Plastic Gear Geometry: An Inroduction to Gear Optimization

There are numerous engineering evaluations required to design gear sets for optimum performance with regard to torque capacity, noise, size and cost. How much cost savings and added gear performance is available through optimization? Cost savings of 10% to 30% and 100% added capacity are not unusual. The contrast is more pronounced if the original design was prone to failure and not fit for function.
TECHNICAL ARTICLES | 2002-03-01

Atmospheric vs. Vacuum Carburizing

In recent years, improvements in the reliability of the vacuum carburizing process have allowed its benefits to be realized in high-volume, critical component manufacturing operations. The result: parts with enhanced hardness and mechanical properties.
TECHNICAL ARTICLES | 2002-03-01

Case Depth and Load Capacity of Case-Carburized Gears

Compared to non-heat-treated components, case-carburized gears are characterized by a modified strength profile in the case-hardened layer. The design of case-carburized gears is based on defined allowable stress numbers. These allowable stress numbers are valid only for a defined "optimum" case depth. Adequate heat treatment and optimum case depth guarantee maximum strength of tooth flank and tooth root.
TECHNICAL ARTICLES | 2002-03-01

3-D Finite Element Analysis of Long-Fiber Reinforced Composite Spur Gears

This article describes a method and a computer program that were developed for 3-D finite element analysis of long-fiber reinforced composite spur gears, in which long fibers are arranged along tooth profiles. For such a structure, the gear is composed of two regions; namely the long fiber reinforced and the chopped-fiber reinforced regions.
TECHNICAL ARTICLES | 2002-01-01

Net-Shape Forged Gears - The State of the Art

Traditionally, high-quality gears are cut to shape from forged blanks. Great accuracy can be obtained through shaving and grinding of tooth forms, enhancing the power capacity, life and quietness of geared power transmissions. In the 1950s, a process was developed for forging gears with teeth that requires little or no metal to be removed to achieve final geometry. The initial process development was undertaken in Germany for the manufacture of bevel gears for automobile differentials and was stimulated by the lack of available gear cutting equipment at that time. Later attention has turned to the forging of spur and helical gears, which are more difficult to form due to the radial disposition of their teeth compared with bevel gears. The main driver of these developments, in common with most component manufacturing, is cost. Forming gears rather than cutting them results in increased yield from raw material and also can increase productivity. Forging gears is therefore of greater advantage for large batch quantities, such as required by the automotive industry.
TECHNICAL ARTICLES | 2002-01-01

Consideration of Moving Tooth Load in Gear Crack Propagation Predictions

Effective gear designs balance strength, durability, reliability, size, weight, and cost. Even effective designs, however, can have the possibility of gear cracks due to fatigue. In addition, truly robust designs consider not only crack initiation, but also crack propagation trajectories. As an example, crack trajectories that propagate through the gear tooth are the preferred mode of failure compared to propagation through the gear rim. Rim failure will lead to catastrophic events and should be avoided. Analysis tools that predict crack propagation paths can be a valuable aid to the designer to prevent such catastrophic failures.
TECHNICAL ARTICLES | 2002-01-01

Failure Mechanisms in Plastic Gears

Plastics as gear materials represent an interesting development for gearing because they offer high strength-to-weight ratios, ease of manufacture and excellent tribological properties (Refs. 1-7). In particular, there is a sound prospect that plastic gears can be applied for power transmission of up to 10 kW (Ref. 6).
TECHNICAL ARTICLES | 2001-11-01

Profile Shift in External Parallel Axis Cylindrical Involute Gears

Early in the practice of involute gearing, virtually all gears were made with the teeth in a standard relationship to the reference pitch circle. This has the advantages that any two gears of the same pitch, helix angle and pressure angle can operate together, and that geometry calculations are relatively simple. It was soon realized, though, that there are greater advantages to be gained by modifying the relationship of the teeth to the reference pitch circle. The modifications are called profile shift.
TECHNICAL ARTICLES | 2001-11-01

Dry Machining for Gear Shaping

Economic production is one of the main concerns of any manufacturing facility. In recent years, cost increases and tougher statutory requirements have increasingly made cutting fluids a problematic manufacturing and cost factor in metalworking. Depending on the cutting fluid, production process and supply unit, cutting-fluid costs may account for up to 16% of workpiece cost. In some cases, they exceed tool cost by many times (Ref. 1). The response by manufacturers is to demand techniques for dry machining (Ref. 2).
TECHNICAL ARTICLES | 2001-11-01

Systematic Investigations on the Influence of Viscosity Index Improvers on EHL Film Thickness

Mineral-oil-base lubricants show a significant decrease of kinematic viscosity with rising temperature, as exemplified in Figure 1 by lubricants for vehicle gears. An important attribute of lubricants is their viscosity index (VI), according to DIN/ISO 2909 (Ref. 4). Viscosity index is a calculated coefficient, which characterizes the change of viscosity of lubricants as a function of temperature. A high viscosity index represents a low variation of viscosity due to temperature and vice versa. A low viscosity-temperature-dependence is required for lubricants that are operated at significantly varying temperature conditions, such as vehicle engine and gear lubricants in summer and winter time. This way, the oils remain flowing and pumpable at low temperatures on the one hand; and on the other hand, sufficiently thick lubricant films can be formed at higher temperatures for a safe separation of the surfaces.
TECHNICAL ARTICLES | 2001-11-01

Properties of Tooth Surfaces due to Gear Honing with Electroplated Tools

In recent years, the demands for load capacity and fatigue life of gears constantly increased while weight and volume had to be reduced. To achieve those aims, most of today's gear wheels are heat treated so tooth surfaces will have high wear resistance. As a consequence of heat treatment, distortion unavoidably occurs. With the high geometrical accuracy and quality required for gears, a hard machining process is needed that generates favorable properties on the tooth surfaces and the near-surface material with high reliability.
TECHNICAL ARTICLES | 2001-09-01

What "Ease-Off" shows about Bevel and Hypoid Gears

The configuration of flank corrections on bevel gears is subject to relatively narrow restrictions. As far as the gear set is concerned, the requirement is for the greatest possible contact zone to minimize flank compression. However, sufficient reserves in tooth depth and longitudinal direction for tooth contact displacement should be present. From the machine - and particularly from the tool - point of view, there are restrictions as to the type and magnitude of crowning that can be realized. Crowning is a circular correction. Different kinds of crowning are distinguished by their direction. Length crowning, for example, is a circular (or 2nd order) material removal, starting at a reference point and extending in tooth length or face width.
TECHNICAL ARTICLES | 2001-09-01

Face Gears: An Interesting Alternative for Special Applications - Calculation, Production and Use

Crown gearings are not a new type of gear system. On the contrary, they have been in use since very early times for various tasks. Their earliest form is that of the driving sprocket, found in ancient Roman watermills or Dutch windmills. The first principles of gear geometry and simple methods of production (shaper cutting) were developed in the 1940s. In the 1950s, however, crown gears' importance declined. Their tasks were, for example, taken over by bevel gears, which were easier to manufacture and could transmit greater power. Current subject literature accordingly contains very little information on crown gears, directed mainly to pointing out their limitations (Ref. 1).
TECHNICAL ARTICLES | 2001-07-01

Material Properties and Performance Considerations for High-Speed Steel Gear-Cutting Tools

Users of gear-cutting tools probably do not often consciously consider the raw material from which those hobs, broaches or shavers are made. However, a rudimentary awareness of the various grades and their properties may allow tool users to improve the performance or life of their tools, or to address tool failures. The high-speed steel from which the tool is made certainly is not the only factor affecting tool performance, but as the raw material, the steel may be the first place to start.
TECHNICAL ARTICLES | 2001-07-01

Measuring Base Helix Error on a Sine Bar

Base helix error - the resultant of lead and profile errors is the measured deviation from the theoretical line of contact (Fig. 1). It can be measured in the same way that lead error on a spur gear is measured, namely, by setting a height gage to height H based on the radial distance r to a specified line of contact (Fig. 2), rotating the gear so as to bring a tooth into contact with the indicator on the height gage, and then moving the height gage along two or more normals to the plane of action. The theoretical line of contact on helical gear must be parallel to the surface plate, which is attained by mounting the gear on a sine bar (Fig. 3).
TECHNICAL ARTICLES | 2001-07-01

Stock Distribution Optimization in Fixed Setting Hypoid Pinions

Face-milled hypoid pinions produced by the three-cut, Fixed Setting system - where roughing is done on one machine and finishing for the concave-OB and convex-IB tooth flanks is done on separate machines with different setups - are still in widespread use today.
TECHNICAL ARTICLES | 2001-05-01

Load Distribution in Planetary Gears

Two-shaft planetary gear drives are power-branching transmissions, which lead the power from input to output shaft on several parallel ways. A part of the power is transferred loss-free as clutch power. That results in high efficiency and high power density. Those advantages can be used optimally only if an even distribution of load on the individual branches of power is ensured. Static over-constraint, manufacturing deviations and the internal dynamics of those transmission gears obstruct the load balance. With the help of complex simulation programs, it is possible today to predict the dynamic behavior of such gears. The results of those investigations consolidate the approximation equations for the calculation of the load factors...
TECHNICAL ARTICLES | 2001-05-01

Design Formulas for Evaluating Contact Stress in Generalized Gear Pairs

A very important parameter when designing a gear pair is the maximum surface contact stress that exists between two gear teeth in mesh, as it affects surface fatigue (namely, pitting and wear) along with gear mesh losses. A lot of attention has been targeted to the determination of the maximum contact stress between gear teeth in mesh, resulting in many "different" formulas. Moreover, each of those formulas is applicable to a particular class of gears (e.g., hypoid, worm, spiroid, spiral bevel, or cylindrical - spur and helical). More recently, FEM (the finite element method) has been introduced to evaluate the contact stress between gear teeth. Presented below is a single methodology for evaluating the maximum contact stress that exists between gear teeth in mesh. The approach is independent of the gear tooth geometry (involute or cycloid) and valid for any gear type (i.e., hypoid, worm, spiroid, bevel and cylindrical).
TECHNICAL ARTICLES | 2001-05-01

Gearbox Field Performance From a Rebuilder's Perspective

The major focus of the American Gear Manufacturers Association standards activity has been the accurate determination of a gearbox's ability to transmit a specified amount of power for a given amount of time. The need for a "level playing field" in the critical arena was one of the reasons the association was formed in the first place. Over the past 85 years, AGMA committees have spent countless hours "discussing" the best ways to calculate the rating of a gear set, often arguing vigorously over factors that varied the resulting answers by fractions of a percentage point. While all that "science" was being debated in test labs and conference rooms all over the country, out industry's customers were conducting their own experiments through the daily operation of gear-driven equipment of all types.
TECHNICAL ARTICLES | 2001-03-01

The Submerged Induction Hardening of Gears

The tooth-by-tooth, submerged induction hardening process for gear tooth surface hardening has been successfully performed at David Brown for more than 30 years. That experience - backed up by in-depth research and development - has given David Brown engineers a much greater understanding of, and confidence in, the results obtainable from the process. Also, field experience and refinement of gear design and manufacturing procedures to accommodate the induction hardening process now ensure that gears so treated are of guaranteed quality.
TECHNICAL ARTICLES | 2001-03-01

Austempered Gears and Shafts: Tough Solutions

Austempered irons and steels offer the design engineer alternatives to conventional material/process combinations. Depending on the material and the application, austempering may provide the producers of gear and shafts with the following benefits: ease of manufacturing, increased bending and/or contact fatigue strength, better wear resistance or enhanced dampening characteristics resulting in lower noise. Austempered materials have been used to improve the performance of gears and shafts in many applications in a wide range of industries.
TECHNICAL ARTICLES | 2001-03-01

Dry Hobbing Process Technology Road Map

Recent trends in gear cutting technology have left process engineers searching for direction about which combination of cutting tool material, coating, and process technology will afford the best quality at the lowest total cost. Applying the new technologies can have associated risks that may override the potential cost savings. The many interrelated variables to be considered and evaluated tend to cloud the issue and make hobbing process development more difficult.
TECHNICAL ARTICLES | 2001-03-01

The Calculation of Optimum Surface Carbon Content for Carburized Case Hardened Gears

For high-quality carburized, case hardened gears, close case carbon control is essential. While tight carbon control is possible, vies on what optimum carbon level to target can be wider than the tolerance.
TECHNICAL ARTICLES | 2001-01-01

Suitability of High Density Powder Metal Gears for Gear Applications

The implementation of powder metal (PM)components in automotive applications increases continuously, in particular for more highly loaded gear components like synchromesh mechanisms. Porosity and frequently inadequate material properties of PM materials currently rule out PM for automobile gears that are subject to high loads. By increasing the density of the sintered gears, the mechanical properties are improved. New and optimized materials designed to allow the production of high-density PM gears by single sintering may change the situation in the future.
TECHNICAL ARTICLES | 2001-01-01

Robotic Automated Deburring of Aerospace Gears

This report presents some interim results from an ongoing project being performed by INFAC, the Instrumented Factory for Gears. The purposes of this initial phase of the project were to demonstrate the feasibility of robotic automated deburring of aerospace gears, and to develop a research agenda for future work in that area.
TECHNICAL ARTICLES | 2000-11-01

Parallel Axis Gear Grinding: Theory & Application

The goal of gear drive design is to transit power and motion with constant angular velocity. Current trends in gear drive design require greater load carrying capacity and increased service life in smaller, quieter, more efficient gearboxes. Generally, these goals are met by specifying more accurate gears. This, combined with the availability of user-friendly CNC gear grinding equipment, has increased the use of ground gears.
TECHNICAL ARTICLES | 2000-11-01

Design Against Tooth Interior Fatigue Fracture

In a modern truck, the gear teeth are among the most stressed parts. Failure of a tooth will damage the transmission severely. Throughout the years, gear design experience has been gained and collected into standards such as DIN (Ref. 1) or AGMA (Ref. 2). Traditionally two types of failures are considered in gear design: tooth root bending fatigue, and contact fatigue. The demands for lighter and more silent transmissions have given birth to new failure types. One novel failure type, Tooth Interior Fatigue Fracture (TIFF), has previously been described by MackAldener and Olsson (Refs. 3 & 4) and is further explored in this paper.
TECHNICAL ARTICLES | 2000-11-01

Failures of Bevel-Helical Gear Units on Traveling Bridge Cranes

Bridge cranes are among the most useful machines in many branches of modern industry. Using standard hooks or other specialized clamping devices, they can lift, transport, discharge, and stack a variety of loads.
TECHNICAL ARTICLES | 2000-09-01

Gear Oil Micropitting Evaluation

During the last decade, industrial gear manufacturers, particularly in Europe, began to require documentation of micropitting performance before approving a gear oil for use in their equipment. The development of micropitting resistant lubricants has been limited both by a lack of understanding of the mechanism by which certain lubricant chemistry promotes micropitting and by a lack of readily available testing for evaluation of the micropitting resistance of lubricants. This paper reports results of two types of testing: (1) the use of a roller disk machine to conduct small scale laboratory studies of the effects of individual additives and combinations of additives on micropitting and (2) a helical gear test used to study micropitting performance of formulated gear oils.
TECHNICAL ARTICLES | 2000-09-01

Evaluation of Carburized & Ground Face Gears

Designers are constantly searching for ways to reduce rotocraft drive system weight. Reduced weight can increase the payload, performance, or power density of current and future systems. One example of helicopter transmission weight reduction was initiated as part of the United States Army Advanced Rotocraft Transmission program. This example used a split-torque, face-gear configuration concept (Ref. 1). compared to a conventional design with spiral-bevel gears, the split-torque, face-gear design showed substantial weight savings benefits. Also, the use of face gears allows a wide-range of possible configurations with technical and economic benefits (Ref. 2).
TECHNICAL ARTICLES | 2000-07-01

Precision Finish Hobbing

Nowadays, finish hobbing (which means that there is no post-hobbing gear finishing operation) is capable of producing higher quality gears and is growing in popularity.
TECHNICAL ARTICLES | 2000-07-01

The Math of Noncircular Gearing

Noncircular gearing is not new. There are well-documented articles covering standard and high order elliptical gears, sinusoidal gears, logarithmic spiral gears, and circular gears mounted eccentrically. What these designs have in common is a pitch curve defined by a mathematical function. This article will cover noncircular gearing with free-form pitch curves, which, of course, includes all the aforementioned functions. This article also goes into the generation of teeth on the pitch curve, which is not usually covered in the technical literature. Needless to say, all this is possible only with the help of a computer.
TECHNICAL ARTICLES | 2000-05-01

A Practical Guide for Molding Better Plastic Geared Transmissions

Plastic gears and transmissions require a different design approach than metal transmissions. Different tools are available to the plastic transmission designer for optimizing his geared product, and different requirements exist for inspection and testing. This paper will present some of the new technology available to the plastic gear user, including design, mold construction, inspection, and testing of plastic gears and transmissions.
TECHNICAL ARTICLES | 2000-05-01

The Design and Testing of a Low Noise Marine Gear

This article offers an overview of the practical design of a naval gear for combined diesel or gas turbine propulsion (CODOG type). The vibration performance of the gear is tested in a back-to-back test. The gear presented is a low noise design for the Royal Dutch Navy's LCF Frigate. The design aspects for low noise operation were incorporated into the overall gear system design. Therefore, special attention was paid to all the parameters that could influence the noise and vibration performance of the gearbox. These design aspects, such as tooth corrections, tooth loading, gear layout, balance, lubrication and resilient mounting, will be discussed.
TECHNICAL ARTICLES | 2000-05-01

A Modular Approach to Computing Spiral Bevel Gears and Curvic Couplings

In general, bevel gears and curvic couplings are completely different elements. Bevel gears rotate on nonintersecting axis with a ratio based on the number of teeth. Curvic couplings work like a clutch (Fig. 1).
TECHNICAL ARTICLES | 2000-03-01

Ferritic Nitrocarburizing Gears to Increase Wear Resistance and Reduce Distortion

Quality gear manufacturing depends on controlled tolerances and geometry. As a result, ferritic nitrocarburizing has become the heat treat process of choice for many gear manufacturers. The primary reasons for this are: 1. The process is performed at low temperatures, i.e. less than critical. 2. the quench methods increase fatigue strength by up to 125% without distorting. Ferritic nitrocarburizing is used in place of carburizing with conventional and induction hardening. 3. It establishes gradient base hardnesses, i.e. eliminates eggshell on TiN, TiAIN, CrC, etc. In addition, the process can also be applied to hobs, broaches, drills, and other cutting tools.
TECHNICAL ARTICLES | 2000-03-01

Reducing Production Costs in Cylindrical Gear Hobbing and Shaping

Increased productivity in roughing operations for gear cutting depends mainly on lower production costs in the hobbing process. In addition, certain gears can be manufactured by shaping, which also needs to be taken into account in the search for a more cost-effective form of production.
TECHNICAL ARTICLES | 2000-03-01

The Effect of Material Defects on Gear Perfomance - A Case Study

The quality of the material used for highly loaded critical gears is of primary importance in the achievement of their full potential. Unfortunately, the role which material defects play is not clearly understood by many gear designers. The mechanism by which failures occur due to material defects is often circuitous and not readily apparent. In general, however, failures associated with material defects show characteristics that point to the source of the underlying problem, the mechanism by which the failure initiated, and the manner in which it progressed to failure of the component.
TECHNICAL ARTICLES | 2000-03-01

Microsecond Heat Treatment of Gears

The performance of metal surfaces can be dramatically enhanced by the thermal process of rapid surface melting and re-solidification (RMRS). When the surface of a metal part (for instance, a gear) is melted and re-solidified in less than one thousandth of a second, the resulting changes in the material can lead to: Increased wear and corrosion resistance, Improved surface finish and appearance, Enhanced surface uniformity and purity, and Sealing of surface cracks and pores.
TECHNICAL ARTICLES | 2000-03-01

Gear Heat Treating by Induction

The induction hardening and tempering of gears and critical components is traditionally a hot subject in heat treating. In recent years, gear manufacturers have increased their knowledge in this technology for quality gears.
TECHNICAL ARTICLES | 2000-01-01

Reverse Engineering of Pure Involute Cylindrical Gears Using Conventional Measurement Tools

Designing a gear set implies a considerable effort in the determination of the geometry that fulfills the requirements of load capacity, reliability, durability, size, etc. When the objective is to design a new set of gears, there are many alternatives for the design, and the designer has the freedom to choose among them. Reverse engineering implies an even bigger challenge to the designer, because the problem involves already manufactured gears whose geometry is generally unknown. In this case, the designer needs to know the exact geometry of the actual gears in order to have a reference for the design.
TECHNICAL ARTICLES | 2000-01-01

Low Vibration Design on A Helical Gear Pair

Helical gear pairs with narrow face width can be theoretically classified into three categories over the contact ration domain whose abscissa is the transverse contact ration and whose ordinate is the overlap contact ratio. There is a direct relation between vibration magnitude and shaft parallelism deviation. To clarify the effect of the tooth deviation types on the vibration behavior of helical gear pairs, performance diagrams on vibration are introduced. the acceleration levels of gear pairs are shown by contour lines on the contact ratio domain. Finally, the performance of gears with bias-in and bias-out modifications is discussed considering the effect of the shaft parallelism deviation with use of the developed simulator on a helical gear unit. It becomes clear that there is an asymmetrical feature on the relation between the vibration magnitude of a gear pair and the direction of each deviation.
TECHNICAL ARTICLES | 1999-11-01

Definition and Inspection of Profile and Lead of a Worm Wheel

Traditionally, profile and lead inspections have been indispensable portions of a standard inspection of an involute gear. This also holds true for the worm of a worm gear drive (Ref. 1). But the inspection of the profile and the lead is rarely performed on a worm wheel. One of the main reasons is our inability to make good definitions of these two elements (profile and lead) for the worm wheel. Several researchers have proposed methods for profile and lead inspections of a worm wheel using CNC machines or regular involute and lead inspections of a worm wheel using CNC machines or regular involute measuring machines. Hu and Pennell measured a worm wheel's profile in an "involute" section and the lead on the "pitch" cylinder (Ref. 2). This method is applicable to a convolute helicoid worm drive with a crossing angle of 90 degrees because the wheel profile in one of the offset axial planes is rectilinear. This straight profile generates an involute on the generated worm wheel. Unfortunately, because of the hob oversize, the crossing angle between the hob and the worm wheel always deviates from 90 degrees by the swivel angle. Thus, this method can be implemented only approximately by ignoring the swivel angle. Another shortcoming of this method is that there is only one profile and one lead on each flank. If the scanned points deviated from this curve, it produced unreal profile deviation. Octrue discussed profile inspection using a profile checking machine (Ref. 3).
TECHNICAL ARTICLES | 1999-11-01

Hard Gear Finishing with a Geometrically Defined Cutting Edge

The market demand for gear manufacturers to transmit higher torques via smaller-sized gear units inevitably leads to the use of case-hardened gears with high manufacturing and surface quality. In order to generate high part quality, there is an increasing trend towards the elimination of the process-induced distortion that occurs during heat treatment by means of subsequent hard finishing.
TECHNICAL ARTICLES | 1999-09-01

Gear Grinding With Dish Wheels

The grinding of gears with dish wheels (Maad type grinding machines) is widely viewed as the most precise method of gear grinding because of the very short and simple kinematic links between the gear and the tool, and also because the cutting edges of the wheels represent planar surfaces. However, in this grinding method, depending on the parameters of the gears and one of the adjustments (such as the number of teeth encompassed by the grinding wheels), so-called overtravel at the tip or at the root of the teeth being ground generally occurs. When this happens, machining with only one wheel takes place. As a result, the profile error and the length of the generating path increases while productivity decreases.
TECHNICAL ARTICLES | 1999-09-01

Design for Silence: New Concepts and Techniques for Industrial Gears

For a long time, relatively high noise levels have been generally accepted for industrial gear units in the 10-100 kW power range. However, due to changing environmental awareness - both in and around industrial sites - customers expectations have moved drastically towards low noise as a key differentiating factor.
TECHNICAL ARTICLES | 1999-09-01

Cast Iron: A Solid choice for Reducing Gear Noise

Material selection can play an important role in the constant battle to reduce gear noise. Specifying tighter dimensional tolerances or redesigning the gear are the most common approaches design engineers take to minimize noise, but either approach can add cost to the finished part and strain the relationship between the machine shop and the end user. A third, but often overlooked, alternative is to use a material that has high noise damping capabilities. One such material is cast iron.
TECHNICAL ARTICLES | 1999-07-01

Vectors in Gear Design

Friction weighs heavily on loads that the supporting journals of gear trains must withstand. Not only does mesh friction, especially in worm gear drives, affect journal loading, but also the friction within the journal reflects back on the loads required of the mesh itself.
TECHNICAL ARTICLES | 1999-05-01

Specifying Custom Gears

Gear design and specification are not one and the same. They are the first two steps in making a gear. The designer sits down and mathematically defines the gear tooth, working with the base pitch of the gear, the pressure angle he wants to employ, the number of teeth he wants, the lead, the tooth thickness, and the outside, form and root diameters. With these data, the designer can create a mathematical model of the gear. At this stage, he will also decide whether the gear will be made from existing cutting tools or whether new tools will be needed, what kind of materials he will use, and whether or not he will have the gear heat treated and finished.
TECHNICAL ARTICLES | 1999-05-01

Tips for Increasing Power Density in Gear Trains

Gear designers today are continually challenged to provide more power in less space and improve gear performance. The following article looks at some of the most common ways to increase the power density or improve the performance of gear trains. The author also takes an in-depth look at the case of a steel worm mating with a plastic helical gear and explores ways to optimize this increasingly common configuration.
TECHNICAL ARTICLES | 1999-03-01

A New Approach to Heat Treating Parts Washing

New innovations in the management of hear treating parts washers and yielding powerful, unexpected benefits. Simply, cost effective shop floor practices are being combined in new ways to deliver big quality improvements and significant help to the bottom line. Employing these steps early in the process can dramatically cut waste hauling expenses and greatly reduce environmental liabilities while continuously producing cleaner parts.
TECHNICAL ARTICLES | 1999-03-01

Fatigue Aspects of Case Hardened Gears

The efficient and reliable transmission of mechanical power continues, as always, to be a central area of concern and study in mechanical engineering. The transmission of power involves the interaction of forces which are transmitted by specially developed components. These components must, in turn, withstand the complex and powerful stresses developed by the forces involved. Gear teeth transmit loads through a complex process of positive sliding, rolling and negative sliding of the contacting surfaces. This contact is responsible for both the development of bending stresses at the root of the gear teeth and the contact stresses a the contacting flanks.
TECHNICAL ARTICLES | 1999-01-01

ISO 6336-5: Strength and Quality of Materials

This is the fourth and final article in a series exploring the new ISO 6336 gear rating standard and its methods of calculation. The opinions expressed herein are those of the author as an individual. They do not represent the opinions of any organization of which he is a member.
TECHNICAL ARTICLES | 1999-01-01

An Experimental Study on the Effect of Power Honing on Gear Surface Topography

Gear noise associated with tooth surface topography is a fundamental problem in many applications. Operations such as shaving, gear grinding and gear honing are usually used to finish the gear surface. Often, gears have to be treated by a combination of these operations, e.g. grinding and honing. This is because gear honing operations do not remove enough stock although they do create a surface lay favorable for quiet operation. See Fig. 1 for typical honing process characteristics. Gear grinding processes, on the other hand, do remove stock efficiently but create a noisy surface lay.
TECHNICAL ARTICLES | 1999-01-01

Selection of the Optimal Parameters of the Rack-Tool to Ensure the Maximum Gear Tooth Profile Accuracy

An analysis of possibilities for the selection of tool geometry parameters was made in order to reduce tooth profile errors during the grinding of gears by different methods. The selection of parameters was based on the analysis of he grid diagram of a gear and a rack. Some formulas and graphs are presented for the selection of the pressure angle, module and addendum of the rack-tool. The results from the grinding experimental gears confirm the theoretical analysis.
TECHNICAL ARTICLES | 1998-11-01

The Basics of Gear Metrology and Terminology Part II

In the last section, we discussed gear inspection; the types of errors found by single and double flank composite and analytical tests; involute geometry; the involute cam and the causes and symptoms of profile errors. In this section, we go into tooth alignment and line of contact issues including lead, helix angles, pitch, pitchline runout, testing and errors in pitch and alignment.
TECHNICAL ARTICLES | 1998-11-01

Calculating Spur and Helical Gear Capacity with ISO 6336

This is the third article in a series exploring the new ISO 6336 gear rating standard and its methods of calculation. The opinions expressed herein are htose of the author as an individual. They do not represent the opinions of any organization of which he is a member.
TECHNICAL ARTICLES | 1998-09-01

Designing Reliability Into Industrial Gear Drives

The primary objective in designing reliable gear drives is to avoid failure. Avoiding failure is just as important for the manufacturer and designer as it is for the end user. Many aspects should be considered in order to maximize the potential reliability and performance of installed gearing.
TECHNICAL ARTICLES | 1998-09-01

The Basics of Gear Metrology and Terminology Part I

It is very common for those working in the gear manufacturing industry to have only a limited understanding of the fundamental principals of involute helicoid gear metrology, the tendency being to leave the topic to specialists in the gear lab. It is well known that quiet, reliable gears can only be made using the information gleaned from proper gear metrology.
TECHNICAL ARTICLES | 1998-09-01

Comparing Standards

One of the best ways to learn the ISO 6336 gear rating system is to recalculate the capacity of a few existing designs and to compare the ISO 6336 calculated capacity to your experience with those designs and to other rating methods. For these articles, I'll assume that you have a copy of ISO 6336, you have chosen a design for which you have manufacturing drawings and an existing gear capacity calculation according to AGMA 2001 or another method. I'll also assume that you have converted dimensions, loads, etc. into the SI system of measurement.
TECHNICAL ARTICLES | 1998-07-01

Effects of Planetary Gear Ratio on Mean Service Life

Planetary gear transmissions are compact, high-power speed reducers that use parallel load paths. The range of possible reduction ratios is bounded from below and above by limits on the relative size of the planet gears. For a single-plane transmission, the planet gear has no size of the sun and ring. Which ratio is best for a planetary reduction can be resolved by studying a series of optimal designs. In this series, each design is obtained by maximizing the service life for a planetary transmission with a fixed size, gear ratio, input speed, power and materials. The planetary gear reduction service life is modeled as a function of the two-parameter Weibull distributed service lives of the bearings and gears in the reduction. Planet bearing life strongly influences the optimal reduction lives, which point to an optimal planetary reduction ratio in the neighborhood of four to five.
TECHNICAL ARTICLES | 1998-05-01

Hard Gear Finishing With CBN-Basic Considerations

For over 50 years, grinding has been an accepted method of choice for improving the quality of gears and other parts by correcting heat treat distortions. Gears with quality levels better than AGMA 10-11 or DIN 6-7 are hard finished, usually by grinding. Other applications for grinding include, but are not limited to, internal/external and spur/helical gear and spline forms, radius forms, threads and serrations, compressor rotors, gerotors, ball screw tracks, worms, linear ball tracks, rotary pistons, vane pump rotators, vane slots, and pump spindles.
TECHNICAL ARTICLES | 1998-05-01

Hobs & Form Relived Cutters: Common Sharpening Problems

Fig. 1 shows the effects of positive and negative rake on finished gear teeth. Incorrect positive rake (A) increase the depth and decreases the pressure angle on the hob tooth. The resulting gear tooth is thick at the top and thin at the bottom. Incorrect negative rake (B) decreases the depth and increases the pressure angle. This results in a cutting drag and makes the gear tooth thin at the top and thick at the bottom.
TECHNICAL ARTICLES | 1998-05-01

Relationship Between Wear and Pitting Phenomena in Worm Gears

Worm gears display unique behavior of surfaces because of the presence of wear phenomena in addition to contact pressure phenomena.
TECHNICAL ARTICLES | 1998-03-01

Programmable Separation of Runout From Profile and Lead Inspection Data for Gear Teeth With Arbitrary Modifications

A programmable algorithm is developed to separate out the effect of eccentricity (radial runout) from elemental gear inspection date, namely, profile and lead data. This algorithm can be coded in gear inspection software to detect the existence, the magnitude and the orientation of the eccentricity without making a separate runout check. A real example shows this algorithm produces good results.
TECHNICAL ARTICLES | 1998-01-01

Influence of Gear Design on Gearbox Radiated Noise

A major source of helicopter cabin noise (which has been measured at over 100 decibels sound pressure level) is the gearbox. Reduction of this noise is a NASA and U.S. Army goal. A requirement for the Army/NASA Advanced Rotorcraft Transmission project was a 10 dB noise reduction compared to current designs.
TECHNICAL ARTICLES | 1998-01-01

Production Increase When Hobbing with Carbide Hobs

We are all looking for ways to increase production without sacrificing quality. One of the most cost-effective ways is by improving the substrate material of your hob. Solid carbide hobs are widely used in many applications throughout the world. LMT-Fette was the first to demonstrate the use of solid carbide hobs in 1993 on modern high-speed carbide (HSC) hobbing machines. Since then the process of dry hobbing has been continuously improving through research and product testing. Dry hobbing is proving to be successful in the gear cutting industry as sales for dry hobbing machines have steadily been rising along with the dramatic increase in sales of solid carbide hobs.
TECHNICAL ARTICLES | 1998-01-01

Automated Inspection Systems: The Whole Picture

No one (not even you and I) consistently makes parts with perfect form and dimensions, so we must be able to efficiently check size and shape at many stages in the manufacturing and assembly process to eliminate scrap and rework and improve processes and profits. Automated inspection systems, which are widely used in all kinds of manufacturing operations, provide great efficiencies in checking individual features, but may not be as effective when asked to evaluate an entire part. You need to know why this is true and what you can do to improve your part yields.
TECHNICAL ARTICLES | 1997-11-01

Gear Shaving Basics - Part I

Gear shaving is a free-cutting gear finishing operation which removes small amounts of metal from the working surfaces of gear teeth. Its purpose is to correct errors in index, helix angle, tooth profile and eccentricity. The process also improves tooth surface finish and eliminates by means of crowned tooth forms the danger of tooth end load concentrations in service.
TECHNICAL ARTICLES | 1997-11-01

Gear Crack Propagation Investigations

A common design goal for gears in helicopter or turboprop power transmission is reduced weight. To help meet this goal, some gear designs use thin rims. Rims that are too thin, however, may lead to bending fatigue problems and cracks. The most common methods of gear design and analysis are based on standards published by the American Gear Manufacturers Association. Included in the standards are rating formulas for gear tooth bending to prevent crack initiation (Ref. 1). These standards can include the effect of rim thickness on tooth bending fatigue (Ref 2.). The standards, however, do not indicate the crack propagation path or the remaining life once a crack has started. Fracture mechanics has developed into a useful discipline for predicting strength and life of cracked structures.
TECHNICAL ARTICLES | 1997-09-01

The Geometry of Helical Mesh

In 1961 I presented a paper, "Calculating Conjugate Helical Forms," at the semi-annual meeting of the American Gear Manufacturers Association (AGMA). Since that time, thousands of hobs, shaper cutters and other meshing parts have been designed on the basis of the equations presented in that paper. This article presents the math of that paper without the formality of its development and goes on to discuss its practical application.
TECHNICAL ARTICLES | 1997-09-01

Worm Gear Measurement

Several articles have appeared in this publication in recent years dealing with the principles and ways in which the inspection of gears can be carried out, but these have dealt chiefly with spur, helical and bevel gearing, whereas worm gearing, while sharing certain common features, also requires an emphasis in certain areas that cause it to stand apart. For example, while worm gears transmit motion between nonparallel shafts, as do bevel and hypoid gears, they usually incorporate much higher ratios and are used in applications for which bevel would not be considered, including drives for rotary and indexing tables in machine tools, where close tolerance of positioning and backlash elimination are critical, and in situations where accuracy of pitch and profile are necessary for uniform transmission at speed, such as elevators, turbine governor drives and speed increasers, where worm gears can operate at up to 24,000 rpm.
TECHNICAL ARTICLES | 1997-09-01

Structural Analysis of Asymmetrical Teeth: Reduction of Size and Weight

The present article contains a preliminary description of studies carried out by the authors with a view toward developing asymmetrical gear teeth. Then a comparison between numerous symmetrical and asymmetrical tooth stress fields under the same modular conditions follows. This leads to the formulation of a rule for similar modules governing variations of stress fields, depending on the pressure angle of the nonactive side. Finally a procedure allowing for calculations for percentage reductions of asymmetrical tooth modules with respect to corresponding symmetrical teeth, maximum ideal stress being equal, is proposed. Then the consequent reductions in size and weight of asymmetrical teeth are assessed.
TECHNICAL ARTICLES | 1997-09-01

Thermal Effects on CMMs

The trend toward moving coordinate measuring machines to the shop floor to become an integral part of the manufacturing operations brings real time process control within the reach of many companies. Putting measuring machines on the shop floor, however, subjects them to harsh environmental conditions. Like any measuring system, CMMs are sensitive to any ambient condition that deviates from the "perfect" conditions of the metrology lab.
TECHNICAL ARTICLES | 1997-07-01

Involute Inspection Methods and Interpretation of Inspection Results

What is so unique about gear manufacturing and inspection? Machining is mostly associated with making either flat or cylindrical shapes. These shapes can be created by a machine's simple linear or circular movements, but an involute curve is neither a straight line nor a circle. In fact, each point of the involute curve has a different radius and center of curvature. Is it necessary to go beyond simple circular and linear machine movements in order to create an involute curve? One of the unique features of the involute is the fact that it can be generated by linking circular and linear movements. This uniqueness has become fertile soil for many inventions that have simplified gear manufacturing and inspection. As is the case with gear generating machines, the traditional involute inspection machines take advantage of some of the involute properties. Even today, when computers can synchronize axes for creating any curve, taking advantage of involute properties can be very helpful. I t can simplify synchronization of machine movements and reduce the number of variables to monitor.
TECHNICAL ARTICLES | 1997-07-01

Basic Honing & Advanced Free-Form Honing

Rotary gear honing is a crossed-axis, fine, hard finishing process that uses pressure and abrasive honing tools to remove material along the tooth flanks in order to improve the surface finish (.1-.3 um or 4-12u"Ra), to remove nicks and burrs and to change or correct the tooth geometry. Ultimately, the end results are quieter, stronger and longer lasting gears.
TECHNICAL ARTICLES | 1997-07-01

Structural Analysis of Teeth With Asymmetrical Profiles

This article illustrates a structural analysis of asymmetrical teeth. This study was carried out because of the impossibility of applying traditional calculations to procedures involved in the specific case. In particular, software for the automatic generation of meshes was devised because existing software does not produce results suitable for the new geometrical model required. Having carried out the structural calculations, a comparative study of the stress fields of symmetrical and asymmetrical teeth was carried out. The structural advantages of the latter type of teeth emerged.
TECHNICAL ARTICLES | 1997-07-01

Obtaining Meaningful Surface Roughness Measurements on Gear Teeth

Surface roughness measuring of gear teeth can be a very frustrating experience. Measuring results often do not correlate with any functional characteristic, and many users think that they need not bother measuring surface roughness, since the teeth are burnished in operation. They mistakenly believe that the roughness disappears in a short amount of time. This is a myth! The surface indeed is shiny, but it still has considerable roughness. In fact, tests indicate that burnishing only reduces the initial roughness by approximately 25%.
TECHNICAL ARTICLES | 1997-05-01

Eddy Current Examination of Gear Systems

Nondestructive examination (NDE) of ferrous and nonferrous materials has long proved an effective maintenance and anomaly characterization tool for many industries. Recent research has expanded its applicability to include the inspection of large, open gear drives. Difficulties inherent in other NDE methods make them time-consuming and labor-intensive. They also present the user with the environmental problem of the disposal of used oil. The eddy current method addresses these problems.
TECHNICAL ARTICLES | 1997-05-01

Kish Method for Dermination of Hunting Mesh

When designing a gear set, engineers usually want the teeth of the gear (Ng) and the pinion (Np) in a "hunting" mesh. Such a mesh or combination is defined as one in which the pinion and the gear do not have any common divisor by a prime number. If a mesh is "hunting," then the pinion must make Np x Ng revolutions before the same pinion tooth meshes with the same gear space. It is often easy to determine if a mesh is hunting by first determining if both the pinion and the gear teeth are divisible by 2,3,5,7,etc. (prime numbers). However, in this age of computerization, how does one program the computer to check for hunting teeth? A simple algorithm is shown below.
TECHNICAL ARTICLES | 1997-05-01

Profile Grinding Gears From The Solid - Is It Practical

It isn't for everyone, but... Within the installed base of modern CNC gear profile grinding machines (approximately 542 machines worldwide), grinding from the solid isn't frequent, but a growing number of gear profile grinder users are applying it successfully using CBN-plated wheels.
TECHNICAL ARTICLES | 1997-05-01

CNC Gear Grinding Methods

Grinding in one form or another has been used for more than 50 years to correct distortions in gears caused by the high temperatures and quenching techniques associated with hardening. Grinding improves the lead, involute and spacing characteristics. This makes the gear capable of carrying the high loads and running at the high pitch line velocities required by today's most demanding applications. Gears that must meet or exceed the accuracy requirements specified by AGMA Quality 10-11 or DIN Class 6-7 must be ground or hard finished after hear treatment.
TECHNICAL ARTICLES | 1997-03-01

Meshing of a Spiral Bevel Gear Set With 3-D Finite Element Analysis

Recent advances in spiral bevel gear geometry and finite element technology make it practical to conduct a structural analysis and analytically roll the gear set through mesh. With the advent of user-specific programming linked to 3-D solid modelers and mesh generators, model generation has become greatly automated. Contact algorithms available in general purpose finite element codes eliminate the need for the use and alignment of gap elements. Once the gear set it placed in mesh, user subroutines attached to the FE code easily roll it through mesh. The method is described in detail. Preliminary result for a gear set segment showing the progression of the contact line load is given as the gears roll through mesh.
TECHNICAL ARTICLES | 1997-03-01

New Approaches to Nitriding

The process of nitriding has been used to case harden gears for years, but the science and technology of the process have not remained stagnant. New approaches have been developed which are definitely of interest to the gear designer. These include both new materials and new processing techniques.
TECHNICAL ARTICLES | 1997-03-01

Inreasing Hardness Through Cryogenics

The Instrumented Factory for Gears (INFAC) conducted a metallurgical experiment that examined the effects of carburizing process variables and types of cryogenic treatments in modifying the microstructure of the material. The initial experiment was designed so that, following the carburizing cycles, the same test coupons could be used in future experiment.
TECHNICAL ARTICLES | 1997-03-01

The Broaching of Gears

Broaching is a process in which a cutting tool passes over or through a part piece to produce a desired form. A broach removes part material with a series of teeth, each one removing a specified amount of stock.
TECHNICAL ARTICLES | 1997-01-01

Improved Ion Bond Recoating for the Gear Manufacturing Industry

This article summarizes the development of an improved titanium nitride (TiN) recoating process, which has, when compared to conventional recoat methods, demonstrated tool life increases of up to three times in performance testing of hobs and shaper cutters. This new coating process, called Super TiN, surpasses the performance of standard TiN recoating for machining gear components. Super TiN incorporates stripping, surface preparation, smooth coating techniques and polishing before and after recoating. The combination of these improvements to the recoating process is the key to its performance.
TECHNICAL ARTICLES | 1997-01-01

Composite Electroless Nickel Coatings for the Gear Industry

Electroless Nickel (EN) plating, a process dating back to the 1940s, is one of the predominant metal finishing methods today. It is especially suitable for the gear industry, whose end uses span innumerable other industries, providing an endless assortment of requirements, environments, materials and specifications. EN plating has a broad array of functional features, which include:
TECHNICAL ARTICLES | 1996-11-01

18 Things You Should Know About SPC for Gears

Statistical Precess Control (SPC) and statistical methods in general are useful techniques for identifying and solving complex gear manufacturing consistency and performance problems. Complex problems are those that exist in spite of our best efforts and the application of state-of-the-art engineering knowledge.
TECHNICAL ARTICLES | 1996-11-01

The Advantages of Ion Nitriding Gears

When it comes to setting the standard for gear making, the auto industry often sets the pace. Thus when automakers went to grinding after hardening to assure precision, so did the machine shops that specialize in gearing. But in custom manufacturing of gears in small piece counts, post-heat treat grinding can grind away profits too.
TECHNICAL ARTICLES | 1996-11-01

Chamfering and Deburring External Parallel Axis Gears

The chamfering and deburring operations on gear teeth have become more important as the automation of gear manufacturing lines in the automotive industry have steadily increased. Quieter gears require more accurate chamfers. This operation also translates into significant coast savings by avoiding costly rework operations. This article discusses the different types of chamfers on gear teeth and outlines manufacturing methods and guidelines to determine chamfer sizes and angles for the product and process engineer.
TECHNICAL ARTICLES | 1996-09-01

Gear Wear Caused By Contaminated Oils

The diagnosis and prevention of gear tooth and bearing wear requires the discovery and understanding of the particular mechanism of wear, which in turn indicates the best method of prevention. Because a gearbox is a tribologically dependent mechanism, some understanding of gear and bearing tribology is essential for this process. Tribology is the general term for the study and practice of lubrication, friction and wear. If tribology is neglected or considered insignificant, poor reliability and short life will result.
TECHNICAL ARTICLES | 1996-09-01

Tooth Modification and Spur Gear Tooth Strain

A major source of helicopter cabin noise (which has been measured at over 100 decibels sound pressure level) is the gear box. Reduction of this noise is a NASA and U.S. Army goal.
TECHNICAL ARTICLES | 1996-09-01

Alternative Lubrication Methods for Large Open Gear Drives

The type of lubricant and the method of applying it to the tooth flanks of large open gears is very important from the point of view of lubrication technology and maintenance. When selecting the type of lubricant and the application method, it is important to check whether it is possible to feed the required lubricant quantity to the load-carrying tooth flanks, This is necessary to avoid deficient lubrication, damage to the gear and operational malfunctions. It is important to determine the type of lubricant, which may be fluid or grease-like. The consistency of the lubricant will have a direct impact on the ability of the lubrication system to feed adequately the lubricant to the gear. The interactions between the common types of lubricant and the lubrication application methods for open gear drives are shown in Fig. 1.
TECHNICAL ARTICLES | 1996-09-01

Powder Metal Gear Design and Inspection

Powder metallurgy (P/M) is a precision metal forming technology for the manufacture of parts to net or near-net shape, and it is particularly well-suited to the production of gears. Spur, bevel and helical gears all may be made by made by powder metallurgy processing.
TECHNICAL ARTICLES | 1996-07-01

Noise Reduction in Plastic & Powder Metal Gear Sets

The data discussed in this article was taken from an upright vacuum cleaner. This was a prototype cleaner that was self-propelled by a geared transmission. It was the first time that the manufacturer had used a geared transmission in this application.
TECHNICAL ARTICLES | 1996-07-01

Design Implications for Shaper Cutters

A gear shaper cutter is actually a gear with relieved cutting edges and increased addendum for providing clearance in the root of the gear being cut. The maximum outside diameter of such a cutter is limited to the diameter at which the teeth become pointed. The minimum diameter occurs when the outside diameter of the cutter and the base circle are the same. Those theoretical extremes, coupled with the side clearance, which is normally 2 degrees for coarse pitch cutters an d1.5 degrees for cutters approximately 24-pitch and finer, will determine the theoretical face width of a cutter.
TECHNICAL ARTICLES | 1996-07-01

Plastic Gear Design Basics

Plastic gears are serious alternatives to traditional metal gears in a wide variety of applications. The use of plastic gears has expanded from low-power, precision motion transmission into more demanding power transmission applications. As designers push the limits of acceptable plastic gear applications, more is learned about the behavior of plastics in gearing and how to take advantage of their unique characteristics.
TECHNICAL ARTICLES | 1996-07-01

Gear Noise As a Result of Nicks, Burrs and Scale - What Can Be Done

There are many different causes of gear noise, all of them theoretically preventable. Unfortunately, the prevention methods can be costly, both in equipment and manpower. If the design of the gear and its application are appropriate, in theory all that is necessary is to have a tight control on the process of producing the finished gear. In reality, there are many variables that can cause a process, no matter how well-controlled, to deteriorate, and thus cause errors, some of which will cause a gear to produce unwanted noise when put to use.
TECHNICAL ARTICLES | 1996-05-01

Generating Precision Spur Gears By Wire EDM

Over the past decade, the wire electrical discharge machine (EDM) has become an increasingly important tool for machining non-standard shapes. It has even been used to cut gears and gear cavities for plastic molds. While generally accepted as a quick and versatile method for cutting spur gears, the EDM gear has lacked the precision of a mechanically machined or ground gear. We suspected that many of the errors associated with these gears were caused by inexact setup procedures, poor tool path control and improper cutting parameters. We decided to test the potential for the wire EDM to make the most accurate gear possible.
TECHNICAL ARTICLES | 1996-05-01

Cylkro Gears: An Alternative in Mechanical Power Transmission

Bevel gears have been the standard for several decades in situations where power transmission has to occur between shafts mounted at a given angle. Now a new approach has been developed that challenges the bevel gear's de facto monopoly in such applications. The concept is based on the principle of the crown gear; i.e., a cylindrical pinion mates with a face gear. Crown Gear B.V. in Enschede, Holland, is the developer of these specialty gear teeth, which are marketed under the trade name Cylkro.
TECHNICAL ARTICLES | 1996-03-01

The Effect of Metallurgy on the Performance of Carburized Gears

Gears are designed to be manufactured, processed and used without failure throughout the design life of the gear. One of INFAC's objectives (*see p.24) is to help manufacture of gears to optimize performance and life. One way to achieve this is to identify failure mechanisms and then devise strategies to overcome them by modifying the manufacturing parameters.
TECHNICAL ARTICLES | 1996-03-01

Wear Protection for Gears

Several trends in mechanical engineering are leading to greater surface stress on components and thus to unacceptable wear. These trends include greater stresses due to increased power densities; the need to maintain high precision of components throughout their service life; and the environmental imperative to reduce use of lubricants and additives.
TECHNICAL ARTICLES | 1996-03-01

Minimizing Gear Distortion During Heat Treating

Graded hardening technology has proven over the years to yield very good results when used in the heat treating of carburized gears. It is especially advantageous for smaller companies, subject to higher competitive pressures. Unfortunately, despite the fact that graded hardening is a very well-known method, its use has been limited. We strongly recommend this technology to all of those who need to produce gears with high metallurgical quality.
TECHNICAL ARTICLES | 1996-01-01

Measurement Error Induced by Measuring over Pins Instead of Balls

The purpose of this article is to clarify some terms and methods used in measuring the size of gears. There is also an explanation given of the error induced and how to correct for it in certain cases when the measurement is made using pins instead of balls.
TECHNICAL ARTICLES | 1996-01-01

The Next Step in Bevel Gear Metrology

In recent years, gear inspection requirements have changed considerably, but inspection methods have barely kept pace. The gap is especially noticeable in bevel gears, whose geometry has always made testing them a complicated, expensive and time-consuming process. Present roll test methods for determining flank form and quality of gear sets are hardly applicable to bevel gears at all, and the time, expense and sophistication required for coordinate measurement has limited its use to gear development, with only sampling occurring during production.
TECHNICAL ARTICLES | 1996-01-01

Avoiding Interference In Shaper-Cut Gears

In the process of developing gear trains, it occasionally occurs that the tip of one gear will drag in the fillet of the mating gear. The first reaction may be to assume that the outside diameter of the gear is too large. This article is intended to show that although the gear dimensions follow AGMA guidelines, if the gear is cut with a shaper, the cutting process may not provide sufficient relief in the fillet area and be the cause of the interference.
TECHNICAL ARTICLES | 1995-11-01

Determining Spline Misalignment Capabilities

Introducing backlash into spline couplings has been common practice in order to provide for component eccentric and angular misalignment. The method presented here is believed to be exact for splines with even numbers of teeth and approximate for those with odd numbers of teeth. This method is based on the reduction of the maximum effective tooth thickness to achieve the necessary clearance. Other methods, such as tooth crowning, are also effective.
TECHNICAL ARTICLES | 1995-11-01

Effect of Web & Flange Thickness on Nonmetallic Gear Performance

Gears are manufactured with thin rims for several reasons. Steel gears are manufactured with thin rims and webs where low weight is important. Nonmetallic gears, manufactured by injection molding, are designed with thin rims as part of the general design rule to maintain uniform thickness to ensure even post-mold cooling. When a thin-rimmed gear fails, the fracture is thought the root of the gear, as shown in Fig. 1a, rather than the usual fillet failure shown in Fig. 1b.
TECHNICAL ARTICLES | 1995-09-01

The Beginner's Guide to Powder Metal Gears

Increasingly gear designers and product engineers are capitalizing on the economic advantages of powder metallurgy (P/M) for new and existing gear applications. Powder metal gears are found in automobiles, outdoor power equipment transmissions and office machinery applications as well as power hand tools, appliances and medial components.
TECHNICAL ARTICLES | 1995-09-01

Comparison of Surface Durability & Dynamic Performance of Powder Metal & Steel Gears

Surface-hardened, sintered powder metal gears are increasingly used in power transmissions to reduce the cost of gear production. One important problem is how to design with surface durability, given the porous nature of sintered gears. Many articles have been written about mechanical characteristics, such as tensile and bending strength, of sintered materials, and it is well-known that the pores existing on and below their surfaces affect their characteristics (Refs. 1-3). Power transmission gears are frequently employed under conditions of high speed and high load, and tooth surfaces are in contact with each other under a sliding-rolling contact condition. Therefore it is necessary to consider not only their mechanical, but also their tribological characteristics when designing sintered gears for surface durability.
TECHNICAL ARTICLES | 1995-07-01

Gear Grinding Comes of Age

In the quest for ever more exacting and compact commercial gears, precision abrasives are playing a key production role - a role that can shorten cycle time, reduce machining costs and meet growing market demand for such requirements as light weights, high loads, high speed and quiet operation. Used in conjunction with high-quality grinding machines, abrasives can deliver a level of accuracy unmatched by other manufacturing techniques, cost-effectively meeting AGMA gear quality levels in the 12 to 15 range. Thanks to advances in grinding and abrasive technology, machining has become one of the most viable means to grind fast, strong and quiet gears.
TECHNICAL ARTICLES | 1995-07-01

Hotter, Faster, Harder Cutting

What Is Whisker-Reinforced Ceramic? Whisker-reinforced ceramic as applied to cutting tool inserts comprises a matrix of aluminum oxide into which approximately 50% by volume of high-purity silicon carbide "whiskers" are randomly dispersed. The "whiskers" are, in fact, single crystals having dimensions of approximately 0.6 microns in diameter x 10-80 microns in length. These "whiskers" have a tensile strength on the order of 1,000,000 psi (690 MPa). The composite material that is the best known and most widely applied using this technology is designated WG-300 and manufactured by the Greenleaf Corporation of Saegertown, PA.
TECHNICAL ARTICLES | 1995-07-01

New Concepts in CNC Gear Shaping

In today's economy, when purchasing a new state-of-the-art gear shaper means a significant capital investment, common sense alone dictates that you develop strategies to get the most for your money. One of the best ways to do this is to take advantage of the sophistication of the machine to make it more than just a single-purpose tool.
TECHNICAL ARTICLES | 1995-07-01

A Basic Guide to Deburring and Chamfering Gears

In today's industrial marketplace, deburring and chamfering are no longer just a matter of cosmetics. The faster speeds at which transmissions run today demand that gear teeth mesh as smoothly and accurately as possible to prevent premature failure. The demand for quieter gears also requires tighter tolerances. New heat treating practices and other secondary gear operations have placed their own set of demands on manufacturers. Companies that can deburr or chamfer to these newer, more stringent specifications - and still keep costs in line - find themselves with a leg up on their competition.
TECHNICAL ARTICLES | 1995-07-01

How to Avoid Errors When Measuring Step Gears

There are problems in dimensional measurement that should be simple to solve with standard measuring procedures, but aren't. In such cases, using accepted practices may result in errors of hundreds of microns without any warning that something is wrong.
TECHNICAL ARTICLES | 1995-05-01

Long-Life, Low-cost, Near-Net-Shape forged Gears

Near-net gear forging today is producing longer life gears at significantly lower costs than traditional manufacturing techniques. Advances in forging equipment, controls and die-making capability have been combined to produce commercially viable near-net-shape gears in diameters up to 17" with minimum stock allowances. These forged gears require only minimal finishing to meet part tolerance specifications.
TECHNICAL ARTICLES | 1995-05-01

EHL Film Thickness, Additives and Gear Surface Fatigue

Aircraft transmissions for helicopters, turboprops and geared turbofan aircraft require high reliability and provide several thousand hours of operation between overhauls. In addition, They should be lightweight and have very high efficiency to minimize operating costs for the aircraft.
TECHNICAL ARTICLES | 1995-03-01

ADI - A Designer Gear Material

If someone were to tell you that he had a gear material that was stronger per pound than aluminum, as wear-resistant as steel, easier to machine than free-machining steel and capable of producing gears domestically for 20% less than those now cut from foreign made forgings, would you consider that material to be "high tech"? Probably. Well, throw out all the pre-conceived notions that you may have had about "high tech" materials. The high-performance material they didn't teach you about in school is austempered ductile iron (ADI).
TECHNICAL ARTICLES | 1995-03-01

Heat Treating Equipment Selection

For heat treatment of tool and alloy steels, the end-user has a wide range of basic types of heat treating equipment to choose from. This article reviews them and details the criteria that must be considered in selecting equipment for a specific application. In making this choice, the most important criterion must be the quality of the tool or part after processing.
TECHNICAL ARTICLES | 1995-03-01

How to Carburize a Finished Gear

Precise heat treatment plays an essential role in the production of quality carburized gears. Seemingly minor changes in the heat treating process can have significant effects on the quality, expense and production time of a gear, as we will demonstrate using a case study from one of our customer's gears.
TECHNICAL ARTICLES | 1995-03-01

Mechanical Behavior and Microstructure of Ausrolled Surfaces in Gear Steels

Ausforming, the plastic deformation of heat treatment steels in their metastable, austentic condition, was shown several decades ago to lead to quenched and tempered steels that were harder, tougher and more durable under fatigue-type loading than conventionally heat-treated steels. To circumvent the large forces required to ausform entire components such as gears, cams and bearings, the ausforming process imparts added mechanical strength and durability only to those contact surfaces that are critically loaded. The ausrolling process, as utilized for finishing the loaded surfaces of machine elements, imparts high quality surface texture and geometry control. The near-net-shape geometry and surface topography of the machine elements must be controlled to be compatible with the network dimensional finish and the rolling die design requirements (Ref. 1).
TECHNICAL ARTICLES | 1995-01-01

The ELIMS Project

Arrow Gear Company of Downers Grove, IL, has implemented a computer system that fully integrates exchange between all of its computer applications. The ELIMS (Electronic Linkage of Information Management Systems) project has increased manufacturing productivity and reduced lead times.
TECHNICAL ARTICLES | 1995-01-01

Multi-Metal Composite Gear-Shaft Technology

A research program, conducted in conjunction with a U.S. Army contract, has resulted in the development of manufacturing technology to produce a multi-metal composite gear/shaft representing a substantial weight savings compared to a solid steel component. Inertia welding is used to join a steel outer ring to a light-weight titanium alloy web and/or shaft through the use of a suitable interlayer material such as aluminum.
TECHNICAL ARTICLES | 1994-11-01

Gear Hobbing Without Coolant

For environmental and economic reasons, the use of coolant in machining processes is increasingly being questioned. Rising coolant prices and disposal costs, as well as strains on workers and the environment, have fueled the debate. The use of coolant has given rise to a highly technical system for handling coolant in the machine (cooling, filtering) and protecting the environment (filter, oil-mist collector). In this area the latest cutting materials - used with or without coolant - have great potential for making the metal-removal process more economical. The natural progression to completely dry machining has decisive advantages for hobbing.
TECHNICAL ARTICLES | 1994-11-01

New Innovations in Hobbing - Part II

The first part of this article, which ran in the September/October 1994 issue, explained the fundamentals of gear hobbing and some of the latest techniques, including methods of hob performance analysis and new tool configurations, being used to solve specific application problems. In this issue, the author continues his exploration of hobbing by describing the effects of progress on requirements in accuracy, as well as the latest in materials, coating and dry hobbing.
TECHNICAL ARTICLES | 1994-11-01

Quality Gear Inspection - Part II

This section will deal with the use of gear inspection for diagnostic purposes rather than quality determination. The proper evaluation of various characteristics in the data can be useful for the solution of quality problems. It is important to sort out whether the problem is coming from the machine, tooling and/or cutters, blanks, etc. An article by Robert Moderow in the May/June 1985 issue of Gear Technology is very useful for this purpose.
TECHNICAL ARTICLES | 1994-09-01

New Innovations in Hobbing - Part I

Prior to the introduction of titanium nitride to the cutting tool industry in the early 1980s, there was very little progress in the general application of hobbing in the gear cutting industry. The productivity gains realized with this new type of coating initiated a very active time of advancement in the gear manufacturing process.
TECHNICAL ARTICLES | 1994-09-01

A Comparison of ISO 4156-ANSI B92.2M - 1980 With Older Imperial Standards

The purpose of this article is to discuss ISO 4156/ANSI B92.2M-1980 and to compare it with other, older standards still in use. In our experience designing and manufacturing spline gauges and other spline measuring or holding devices for splined component manufacturers throughout the world, we are constantly surprised that so many standards have been produced covering what is quite a small subject. Many of the standards are international standards; others are company standards, which are usually based on international standards. Almost all have similarities; that is, they all deal with splines that have involute flanks of 30 degrees, 37.5 degrees or 45 degrees pressure angle and are for the most part flank-fitting or occasionally major-diameter-fitting.
TECHNICAL ARTICLES | 1994-09-01

Quality Gear Inspection - Part I

Quality gear inspection means doing the "right" inspections "right." A lot of time and money can be spent doing the wrong types of inspections related to function and doing them incorrectly. As we will discover later, such things as runout can creep into the manufacturing and inspection process and completely ruin any piece of data that is taken. this is one of the most important problems to control for quality inspection.
TECHNICAL ARTICLES | 1994-07-01

Computerized Hob Inspection & Applications of Inspection Results Part II

Flute Index Flute index or spacing is defined as the variation from the desired angle between adjacent or nonadjacent tooth faces measured in a plane of rotation. AGMA defines and provides tolerance for adjacent and nonadjacent flute spacing errors. In addition, DIN and ISO standards provide tolerances for individual flute variation (Fig. 1).
TECHNICAL ARTICLES | 1994-07-01

Effect of Extended Tooth Contact on the Modeling of Spur Gear Transmissions

In some gear dynamic models, the effect of tooth flexibility is ignored when the model determines which pairs of teeth are in contact. Deflection of loaded teeth is not introduced until the equations of motion are solved. This means the zone of tooth contact and average tooth meshing stiffness are underestimated, and the individual tooth load is overstated, especially for heavily loaded gears. This article compares the static transmission error and dynamic load of heavily loaded, low-contact-ratio spur gears when the effect of tooth flexibility has been considered and when it has been ignored. Neglecting the effect yields an underestimate of resonance speeds and an overestimate of the dynamic load.
TECHNICAL ARTICLES | 1994-05-01

Computerized Hob Inspection & Applications of Inspection Results - Part I

Can a gear profile generated by the hobbing method be an ideal involute? In strictly theoretical terms - no, but in practicality - yes. A gear profile generated by the hobbing method is an approximation of the involute curve. Let's review a classic example of an approximation.
TECHNICAL ARTICLES | 1994-05-01

Designing Hardened & Ground Spur Gears to Operate With Minimum Noise

When designing hardened and ground spur gears to operate with minimum noise, what are the parameters to be considered? should tip and/or root relief be applied to both wheel and pinion or only to one member? When pinions are enlarged and he wheel reduced, should tip relief be applied? What are the effects on strength, wear and noise? For given ratios with enlarged pinions and reduced wheels, how can the gear set sized be checked or adjusted to ensure that the best combination has been achieved?
TECHNICAL ARTICLES | 1994-05-01

Minimizing Backlash in Spur Gears

simplified equations for backlash and roll test center distance are derived. Unknown errors in measured tooth thickness are investigate. Master gear design is outlined, and an alternative to the master gear method is described. Defects in the test radius method are enumerated. Procedures for calculating backlash and for preventing significant errors in measurement are presented.
TECHNICAL ARTICLES | 1994-05-01

Carbide Rehobbing A New Technology That Works!

Many people in the gear industry have heard of skiving, a process wherein solid carbide or inserted carbide blade hobs with 15 - 60 degrees of negative rake are used to recut gears to 62 Rc. The topic of this article is the use of neutral (zero) rake solid carbide hobs to remove heat treat distortion, achieving accuracies of AGMA 8 to AGMA 14, DIN 10-5 and improving surface finish on gears from 8 DP - 96 DP (.3 module - .26 m.).
TECHNICAL ARTICLES | 1994-03-01

Stress of Planet Gears with Thin Rims

This article discusses the relationships among the fillet stress on a thin rim planet gear, the radial clearance between the gear rim and the gear shaft, the tooth load, the rim thickness, the radius of curvature of the center line of the rim, the face width and the module.
TECHNICAL ARTICLES | 1994-03-01

The Fundamentals of Gear Press Quenching

Most steel gear applications require appreciable loads to be applied that will result in high bending and compressive stresses. For the material (steel) to meet these performance criteria, the gear must be heat treated. Associated with this thermal processing is distortion. To control the distortion and achieve repeatable dimensional tolerances, the gear will be constrained during the quenching cycle of the heat treatment process. This type of fixture quenching is the function of gear quench pressing equipment.
TECHNICAL ARTICLES | 1994-03-01

Investigation of Surface Layer and Wear Behavior of Nitrided Gear Drives

In this article we will characterize the nitride layers that are generated by different nitriding processes and compare their respective wear characteristics.
TECHNICAL ARTICLES | 1994-01-01

Grinding Bevel Gears on Cylindrical Gear Grinding Machines

Power train designs which employ gears with cone angles of approximately 2 degrees to 5 degrees have become quite common. It is difficult, if not impossible, to grind these gears on conventional bevel gear grinding machines. Cylindrical gear grinding machines are better suited for this task. This article will provide an overview of this option and briefly introduce four grinding variation possibilities.
TECHNICAL ARTICLES | 1994-01-01

Generation of Helical Gears with New Surface Topology by Application of CNC Machines

Analysis of helical involute gears by tooth contact analysis shows that such gears are very sensitive to angular misalignment leading to edge contact and the potential for high vibration. A new topology of tooth surfaces of helical gears that enables a favorable bearing contact and a reduced level of vibration is described. Methods for grinding helical gears with the new topology are proposed. A TCA program simulating the meshing and contact of helical gears with the new topology has been developed. Numerical examples that illustrate the proposed ideas are discussed.
TECHNICAL ARTICLES | 1994-01-01

Innovative CNC Gear Shaping

The Shaping Process - A Quick Review of the Working Principle. In the shaping process, cutter and workpiece represent a drive with parallel axes rotating in mesh (generating motion) according to the number of teeth in both cutter and workpiece (Fig. 1), while the cutter reciprocates for the metal removal action (cutting motion).
TECHNICAL ARTICLES | 1993-11-01

Hob Basics Part II

This is Part II of a two-part series on the basics of gear hobbing. Part I discussed selection of the correct type of hobbing operation, the design features of hobs and hob accuracy. This part will cover sharpening errors and finish hob design considerations.
TECHNICAL ARTICLES | 1993-11-01

CBN Gear Grinding - A Way to Higher Load Capacity

Because of the better thermal conductivity of CBN abrasives compared to that of conventional aluminum oxide wheels, CBN grinding process, which induces residual compressive stresses into the component, and possibly improves the subsequent stress behavior. This thesis is the subject of much discussion. In particular, recent Japanese publications claim great advantages for the process with regard to an increased component load capacity, but do not provide further details regarding the technology, test procedures or components investigated. This situation needs clarification, and for the this reason the effect of the CBN grinding material on the wear behavior and tooth face load capacity of continuously generated ground gears was further investigated.
TECHNICAL ARTICLES | 1993-09-01

Lubricants and Lubrication of Plastic Gears

Surface measurement of any metal gear tooth contact surface will indicate some degree of peaks and valleys. When gears are placed in mesh, irregular contact surfaces are brought together in the typical combination of rolling and sliding motion. The surface peaks, or asperities, of one tooth randomly contact the asperities of the mating tooth. Under the right conditions, the asperities form momentary welds that are broken off as the gear tooth action continues. Increased friction and higher temperatures, plus wear debris introduced into the system are the result of this action.
TECHNICAL ARTICLES | 1993-09-01

Hob Basics Part I

The Hobbing Process The hobbing process involves a hob which is threaded with a lead and is rotated in conjunction with the gear blank at a ratio dependent upon the number of teeth to be cut. A single thread hob cutting a 40-tooth gear will make 40 revolutions for each revolution of the gear. The cutting action in hobbing is continuous, and the teeth are formed in one passage of the hob through the blank. See Fig. 1 for a drawing of a typical hob with some common nomenclature.
TECHNICAL ARTICLES | 1993-09-01

Maximum Life Spiral Bevel Reduction Design

Optimization is applied to the design of a spiral bevel gear reduction for maximum life at a given size. A modified feasible directions search algorithm permits a wide variety of inequality constraints and exact design requirements to be met with low sensitivity to initial values. Gear tooth bending strength and minimum contact ration under load are included in the active constraints. The optimal design of the spiral bevel gear reduction includes the selection of bearing and shaft proportions in addition to gear mesh parameters. System life is maximized subject to a fixed back-cone distance of the spiral bevel gear set for a specified speed ratio, shaft angle, input torque and power. Significant parameters in the design are the spiral angle, the pressure angle, the numbers of teeth on the pinion and gear and the location and size of the four support bearings. Interpolated polynomials expand the discrete bearing properties and proportions into continuous variables for gradient optimization. After finding the continuous optimum, a designer can analyze near-optimal designs for comparison and selection. Design examples show the influence of the bearing lives on the gear parameters in the optimal configurations. For a fixed back-cone distance, optimal designs with larger shaft angles have larger service lives.
TECHNICAL ARTICLES | 1993-07-01

The European Rack Shift Coefficient 'X' for Americans

The use of dimensionless factors to describe gear tooth geometry seems to have a strong appeal to gear engineers. The stress factors I and J, for instance, are well established in AGMA literature. The use of the rack shift coefficient "x" to describe nonstandard gear proportions is common in Europe, but is not as commonly used in the United States. When it is encountered in the European literature or in the operating manuals for imported machine tools, it can be a source of confusion to the American engineer.
TECHNICAL ARTICLES | 1993-07-01

CNC Bevel Gear Generators and Flared Cup Gear Grinding

New freedom of motion available with CNC generators make possible improving tooth contact on bevel and hypoid gears. Mechanical machines by their nature are inflexible and require a special mechanism for every desired motion. These mechanisms are generally exotic and expensive. As a result, it was not until the introduction of CNC generators that engineers started exploring motion possibilities and their effect on tooth contact.
TECHNICAL ARTICLES | 1993-07-01

Contact Analysis of Gears Using a Combined Finite Element and Surface Integral Method

The complete and accurate solution t the contact problem of three-dimensional gears has been, for the past several decades, one of the more sought after, albeit elusive goals in the engineering community. Even the arrival on the scene in the mid-seventies of finite element techniques failed to produce the solution to any but the most simple gear contact problems.
TECHNICAL ARTICLES | 1993-05-01

Coarse Pitch Gears

This article discusses briefly some common manufacturing problems relating to coarse pitch gears and their suggested solutions. Most of the discussion will be limited to a low-quality production environment using universal machine tools.
TECHNICAL ARTICLES | 1993-05-01

Practical Optimization of Helical Gears Using Computer Software

The aim of this article is to show a practical procedure for designing optimum helical gears. The optimization procedure is adapted to technical limitations, and it is focused on real-world cases. To emphasize the applicability of the procedure presented here, the most common optimization techniques are described. Afterwards, a description of some of the functions to be optimized is given, limiting parameters and restrictions are defined, and, finally, a graphic method is described.
TECHNICAL ARTICLES | 1993-05-01

Computerized Recycling of Used Gear Shaver Cutters

Most gear cutting shops have shelves full of expensive tooling used in the past for cutting gears which are no longer in production. It is anticipated that these cutters will be used again in the future. While this may take place if the cutters are "standard," and the gears to be cut are "standard," most of the design work done today involves high pressure angle gears for strength, or designs for high contact ratio to reduce noise. The re-use of a cutter under these conditions requires a tedious mathematical analysis, which is no problem if a computer with the right software is available. This article describes a computerized graphical display which provides a quick analysis of the potential for the re-use of shaving cutters stored in a computer file.
TECHNICAL ARTICLES | 1993-05-01

Initial Design of Gears Using an Artificial Neural Net

Many CAD (Computer Aided Design) systems have been developed and implemented to produce a superior quality design and to increase the design productivity in the gear industry. In general, it is true that a major portion of design tasks can be performed by CAD systems currently available. However, they can only address the computational aspects of gear design that typically require decision-making as well. In most industrial gear design practices, the initial design is the critical task that significantly effects the final results. However, the decisions about estimating or changing gear size parameters must be made by a gear design expert.
TECHNICAL ARTICLES | 1993-03-01

Frozen Gears

Durability is the most important criterion used to define the quality of a gear. The freezing of metals has been acknowledged for almost thirty years as an effective method for increasing durability, or "wear life," and decreasing residual stress in tool steels. The recent field of deep cryogenics (below -300 degrees F) has brought us high temperature superconductors, the superconducting super collider, cryo-biology, and magnotehydrodynamic drive systems. It has also brought many additional durability benefits to metals.
TECHNICAL ARTICLES | 1993-03-01

Introduction to Worm Gearing

Worm gears are among the oldest types of gearing, but that does not mean they are obsolete, antiquated technology. The main reasons for the bad experiences some engineers have with worm gearing are misapplication and misuse. No form of gearing works for every application. Strengths and weaknesses versus the application must be weighed to decide which form of gearing to use. For proper application and operation of worm gears, certain areas that may differ from other types of gearing need to be addressed.
TECHNICAL ARTICLES | 1993-03-01

Controlling Carburizing for Top Quality Gears

A carburized alloy steel gear has the greatest load-carrying capacity, but only if it is heat treated properly. For high quality carburizing, the case depth, case microstructure, and case hardness must be controlled carefully.
TECHNICAL ARTICLES | 1993-03-01

Improving Gear Manufacturing Quality With Surface Texture Measurement

The working surfaces of gear teeth are often the result of several machining operations. The surface texture imparted by the manufacturing process affects many of the gear's functional characteristics. To ensure proper operation of the final assembly, a gear's surface texture characteristics, such as waviness and roughness, can be evaluated with modern metrology instruments.
TECHNICAL ARTICLES | 1993-03-01

Dual Frequency Induction Gear Hardening

In the typical gear production facility, machining of gear teeth is followed by hear treatment to harden them. The hardening process often distorts the gear teeth, resulting in reduced and generally variable quality. Heat treating gears can involve many different types of operations, which all have the common purpose of producing a microstructure with certain optimum properties. Dual frequency induction hardening grew from the need to reduce cost while improving the accuracy (minimizing the distortion) of two selective hardening processes: single tooth induction and selective carburizing.
TECHNICAL ARTICLES | 1993-01-01

Line of Action: Concepts & Calculations

In the past gear manufacturers have had to rely on hob manufacturers' inspection of individual elements of a hob, such as lead, involute, spacing, and runout. These did not always guarantee correct gears, as contained elements may cause a hob to produce gears beyond tolerance limits.
TECHNICAL ARTICLES | 1993-01-01

New Cutting Tool Developments in Gear Shaping Technology

The advent of CNC technology as applied to gear shaping machines has, in the last 10 years, led to an astonishing improvement in both productivity and quality. As is usual when developments such as this take place, the technology of the machine tool suddenly jumps ahead of that of the cutting tool, and the machine is then capable of producing faster than the cutting tool can withstand.
TECHNICAL ARTICLES | 1993-01-01

High Technology Hobs

Today's high technology hobs are visible different from their predecessors. Gear hobs have taken on a different appearance and function with present day technology and tool and material development. This article shows the newer products being offered today and the reasons for investigating their potential for use in today's modern gear hobbers, where cost reduction and higher productivity are wanted.
TECHNICAL ARTICLES | 1993-01-01

Environmentally Safe Fluids for Industrial Cutting, Lubrication, & Cleaning

Not long ago, many manufacturing managers thought sensitivity to environmental protection standards meant additional expenses, decreased productivity, and a plethora of headaches and hassles.
TECHNICAL ARTICLES | 1992-11-01

Classification of Types of Gear Tooth Wear - Part I

The phenomena of deterioration of surfaces are generally very complex and depend on numerous conditions which include the operating conditions, the type of load applied, the relative speeds of surfaces in contact, the temperature, lubrication, surfaces hardness and roughness, and the compatibility and nature of materials.
TECHNICAL ARTICLES | 1992-11-01

Investigation of the Strength of Gear Teeth

To mechanical engineers, the strength of gear teeth is a question of constant recurrence, and although the problem to be solved is quite elementary in character, probably no other question could be raised upon which such a diversity of opinion exists, and in support of which such an array of rules and authorities might be quoted. In 1879, Mr. John H. Cooper, the author of a well-known work on "Belting," made an examination of the subject and found there were then in existence about forty-eight well-established rules for horsepower and working strength, sanctioned by some twenty-four authorities, and differing from each other in extreme causes of 500%. Since then, a number of new rules have been added, but as no rules have been given which take account of the actual tooth forms in common use, and as no attempt has been made to include in any formula the working stress on the material so that the engineer may see at once upon what assumption a given result is based, I trust I may be pardoned for suggesting that a further investigation is necessary or desirable.
TECHNICAL ARTICLES | 1992-11-01

Tooth Contact Shift in Loaded Spiral Bevel Gears

An analytical method is presented to predict the shifts of the contact ellipses on spiral bevel gear teeth under load. The contact ellipse shift is the motion of the point to its location under load. The shifts are due to the elastic motions of the gear and pinion supporting shafts and bearings. The calculations include the elastic deflections of the gear shafts and the deflections of the four shaft bearings. The method assumes that the surface curvature of each tooth is constant near the unloaded pitch point. Results from these calculations will help designers reduce transmission weight without seriously reducing transmission performance.
TECHNICAL ARTICLES | 1992-09-01

Base Pitch Tables

There is one dimension common to both members of a pair of properly mating spur gears - the base pitch (BP). This base pitch is equal to the circular pitch of the gear on the base circle (see Fig. 1). For a helical gear, the base pitch can be described in either the transverse or normal plane, and is called the transverse base pitch (TBP) or normal base pitch (NBP), respectively. For parallel axis helical gears, both the TBP and NBP must be the same on both mating gears. For skew axis helical gears, only the NBP must be common.
TECHNICAL ARTICLES | 1992-09-01

Investigation of Gear Rattle Phenomena

The acceptance by discerning customers of passenger cars is dependent upon both the actual noise lever and the subjective noise character. The subjective noise character itself can contain, among other features, undesirable noise phenomena which become apparent at certain points in the vehicle operating range. One such critical phenomenon is gear rattle, which is mainly present under low speed, high load conditions. Due to changes in the angular velocity of the crankshaft, gear rattle under driving conditions occurs at the unloaded gears and splines.
TECHNICAL ARTICLES | 1992-09-01

CNC Technology and the System-Independent Manufacture of Spiral Bevel Gears

CNC technology offers new opportunities for the manufacture of bevel gears. While traditionally the purchase of a specific machine at the same time determined a particular production system, CNC technology permits the processing of bevel gears using a wide variety of methods. The ideological dispute between "tapered tooth or parallel depth tooth" and "single indexing or continuous indexing" no longer leads to an irreversible fundamental decision. The systems have instead become penetrable, and with existing CNC machines, it is possible to select this or that system according to factual considerations at a later date.
TECHNICAL ARTICLES | 1992-07-01

Grinding of Spur and Helical Gears

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.
TECHNICAL ARTICLES | 1992-07-01

Gear Inspection and Measurement

The purpose of gear inspection is to: Assure required accuracy and quality, Lower overall cost of manufacture by controlling rejects and scrap, Control machines and machining practices and maintain produced accuracy as machines and tools wear, Determine hear treat distortions to make necessary corrections.
TECHNICAL ARTICLES | 1992-07-01

Comparing Surface Failure Modes in Bearings and Gears: Appearances vs. Mechanisms

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.
TECHNICAL ARTICLES | 1992-05-01

Gear Blanking

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.
TECHNICAL ARTICLES | 1992-05-01

Doing It Right & Faster... The Computer's Impact on Gear Design & Manufacture

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.
TECHNICAL ARTICLES | 1992-05-01

Effects of Temperature on Gage Repeatability & Reproducibility

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.
TECHNICAL ARTICLES | 1992-05-01

Gear Finishing by Shaving, Rolling and Honing, Part II

Part I of this series focused on gear shaving, while Part II focuses on gear finishing by rolling and honing.
TECHNICAL ARTICLES | 1992-03-01

Gear Hardness Technology

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.
TECHNICAL ARTICLES | 1992-03-01

Applying Process Control to Gear Manufacturing

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.
TECHNICAL ARTICLES | 1992-03-01

Gear Finishing by Shaving, Rolling and Honing, Part I

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.
TECHNICAL ARTICLES | 1992-01-01

Optimum Shot Peening Specification - II

Following is the second part of an article begun in our last issue. The first part covered basic shot peening theory, shot peening controls, and considerations that should go into developing a shot peening specification. Part II covers optional peening methods and the relationship of shot peening specifications to the drawings.
TECHNICAL ARTICLES | 1992-01-01

Design Guidelines for High-Capacity Bevel Gear Systems

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
TECHNICAL ARTICLES | 1991-11-01

Optimum Shot Peening Specification - I

Shot peening is widely recognized as a prove, cost-effective process to enhance the fatigue characteristics of metal parts and eliminate the problems of stress corrosion cracking. Additional benefits accrue in the areas of forming and texturizing. Though shot peening is widely used today, the means of specifying process parameters and controlling documents for process control are not widely understood. Questions regarding shot size, intensity, and blueprint specification to assure a high quality and repeatable shot peening process are continually asked by many design and materials engineers. This article should answer many of the questions frequently asked by engineering professionals and to further assist companies interested in establishing a general shot peening specification.
TECHNICAL ARTICLES | 1991-11-01

Recent Developments in Gear Metrology

Metrology is a vital component of gear manufacturing. Recent changes in this area, due in large part to the advent of computers, are highlighted in this article by comparison with more traditional methods.
TECHNICAL ARTICLES | 1991-11-01

A Rational Procedure for Designing Minimum-Weight Gears

A simple, closed-form procedure is presented for designing minimum-weight spur and helical gearsets. The procedure includes methods for optimizing addendum modification for maximum pitting and wear resistance, bending strength, or scuffing resistance.
TECHNICAL ARTICLES | 1991-09-01

Full-Load Testing of Large Gearboxes Using Closed-Loop Power Circulation

This method of testing large gearboxes or, indeed, any power transmission element, had numerous advantages and offers the possibility of large savings in time, energy, and plant, if the overall situation is conducive to its use. This usually requires that several such units need to be tested, and that they can be conveniently connected to each to each other in such a way as to form a closed-loop drive train. No power sink is required, and the drive input system has only to make up power losses. The level of circulating power is controlled by the torque, which is applied statically during rotation, and the drive speed. Principles, advantage, and limitations are described, together with recent experiences in the only known large-scale usage of this technique in Australia.
TECHNICAL ARTICLES | 1991-09-01

Basic Gear Generation Designing the Teeth

The finished gear engineer, the man who is prepared for all emergencies, must first of all know the basic design principles. Next he must be well versed in all sorts of calculations which come under the heading of "involute trigonometry."
TECHNICAL ARTICLES | 1991-09-01

SPC Acceptance of Hobbing & Shaping Machines

Today, as part of filling a typical gear hobbing or shaping machine order, engineers are required to perform an SPC acceptance test. This SPC test, while it is contractually necessary for machine acceptance, is not a machine acceptance test. It is a process capability test. It is an acceptance of the machine, cutting tool, workholding fixture, and workpiece as integrated on the cutting machine, using a gear measuring machine, with its work arbor and evaluation software, to measure the acceptance elements of the workpiece.
TECHNICAL ARTICLES | 1991-07-01

Gear Fundamentals Reverse Engineering

Whether gear engineers have to replace an old gear which is worn out, find out what a gear's geometry is after heat treatment distortion, or just find out parameters of gears made by a competitor, sometimes they are challenged with a need to determine the geometry of unknown gears. Depending on the degree of accuracy required, a variety of techniques are available for determining the accuracy of an unknown gear. If a high degree of precision is important, a gear inspection device has to be used to verify the results. Frequently, several trial-and-error attempts are made before the results reach the degree of precision required.
TECHNICAL ARTICLES | 1991-07-01

The Lubrication of Gears - Part III

This is the final part of a three-part series on the basics of gear lubrication. It covers selection of lubricant types and viscosities, the application of lubricants, and a case history
TECHNICAL ARTICLES | 1991-05-01

Carbide Hobs

The following article is a collection of data intended to give the reader a general overview of information related to a relatively new subject within the gear cutting industry. Although carbide hobbing itself is not necessarily new, some of the methods and types of application are. While the subject content of this article may be quite broad, it should not be considered all-inclusive. The actual results obtained and the speeds, feeds, and tool life used in carbide hobbing applications can vary significantly.
TECHNICAL ARTICLES | 1991-05-01

Surface Pitting Fatigue Life of Noninvolute Low-Contact-Ratio Gears

Spur gear endurance tests were conducted to investigate the surface pitting fatigue life of noninvolute gears with low numbers of teeth and low contact ratios for the use in advanced application. The results were compared with those for a standard involute design with a low number of teeth. The gear pitch diameter was 8.89 cm (3.50 in.) with 12 teeth on both gear designs. Test conditions were an oil inlet temperature of 320 K (116 degrees F), a maximum Hertz stress of 1.49 GPa (216 ksi), and a speed of 10,000 rpm. The following results were obtained: The noninvolute gear had a surface pitting fatigue life approximately 1.6 times that of the standard involute gear of a similar design. The surface pitting fatigue life of the 3.43-pitch AISI 8620 noninvolute gear was approximately equal to the surface pitting fatigue life of an 8-pitch, 28-tooth AISI 9310 gear at the same load, but at a considerably higher maximum Hertz stress.
TECHNICAL ARTICLES | 1991-05-01

The Lubrication of Gears - Part II

What follows is Part 2 of a three-part article covering the principles of gear lubrication. Part 2 gives an equation for calculating the lubricant film thickness, which determines whether the gears operate in the boundary, elastohydrodynamic, or full-film lubrication regime. An equation for Blok's flash temperature, which is used for predicting the risk of scuffing, is also given.
TECHNICAL ARTICLES | 1991-03-01

The Lubrication of Gears - Part 1

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.
TECHNICAL ARTICLES | 1991-03-01

Synthesis of Spiral Bevel Gears

There are different types of spiral bevel gears, based on the methods of generation of gear-tooth surfaces. A few notable ones are the Gleason's gearing, the Klingelnberg's Palloid System, and the Klingelnberg's and Oerlikon's Cyclo Palliod System. The design of each type of spiral bevel gear depends on the method of generation used. It is based on specified and detailed directions which have been worked out by the mentioned companies. However, there are some general aspects, such as the concepts of pitch cones, generating gear, and conditions of force transmissions that are common for all types of spiral bevel gears.
TECHNICAL ARTICLES | 1991-03-01

Hard Finishing By Conventional Generating and Form Grinding

The quality of a gear and its performance is determined by the following five parameters, which should be specified for each gear: Pitch diameter, involute form, lead accuracy, spacing accuracy, and true axis of rotation. The first four parameters can be measured or charted and have to be within tolerance with respect to the fifth. Pitch diameter, involute, lead, and spacing of a gear can have master gear quality when measured or charted on a testing machine, but the gear might perform badly if the true axis of rotation after installation is no longer the same one used when testing the gear.
TECHNICAL ARTICLES | 1991-03-01

Bevel Gear Manufacturing Troubleshooting

The quality of gearing is a function of many factors ranging from design, manufacturing processes, machine capability, gear steel material, the machine operator, and the quality control methods employed. This article discusses many of the bevel gear manufacturing problems encountered by gear manufacturers and some of the troubleshooting techniques used.
TECHNICAL ARTICLES | 1991-01-01

Influence of CBN Grinding on Quality and Endurance of Drive Train Components

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.
TECHNICAL ARTICLES | 1991-01-01

AGMA, ISO, and BS Gear Standards Part II - Pitting Resistance Ratings

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.
TECHNICAL ARTICLES | 1990-11-01

AGMA, ISO, and BS Gear Standards Part I - Pitting Resistance Ratings

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.
TECHNICAL ARTICLES | 1990-11-01

The Involute Helicoid and The Universal Gear

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.
TECHNICAL ARTICLES | 1990-11-01

Limitations of Worm and Worm Gear Surfaces in Order to Avoid Undercutting

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.
TECHNICAL ARTICLES | 1990-11-01

Fundamentals of Bevel Gear Hard Cutting

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.
TECHNICAL ARTICLES | 1990-09-01

Approximating an Involute Tooth Profile

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.
TECHNICAL ARTICLES | 1990-09-01

Involute Splines

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.
TECHNICAL ARTICLES | 1990-09-01

Accurate and Fast Gear Trigonometry

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.
TECHNICAL ARTICLES | 1990-07-01

Efficient Methods for the Synthesis of Compound Planetary Differential Gear Trains for Multiple Speed Ratio Generation

This article presents an efficient and direct method for the synthesis of compound planetary differential gear trains for the generation of specified multiple speed ratios. It is a train-value method that utilizes the train values of the integrated train components of the systems to form design equations which are solved for the tooth numbers of the gears, the number of mating gear sets and the number of external contacts in the system. Application examples, including vehicle differential transmission units, rear-end differentials with unit and fractional speed ratios, multi-input functions generators and robot wrist joints are given.
TECHNICAL ARTICLES | 1990-07-01

Manufacturing of Forged and Extruded Gears

Traditional methods of manufacturing precision gears usually employ either hobbing or shaper cutting. Both of these processes rely upon generating the conjugate tooth form by moving the work-piece in a precise relation to the tool. Recently, attention has been given to forming gear teeth in a single step. Advantages to such a process include reduced production time, material savings, and improved performance characteristics. Drawbacks include complicated tool designs, non-uniformity of gears produced throughout the life of the tooling, and lengthy development times.
TECHNICAL ARTICLES | 1990-07-01

Transmission Errors and Bearing Contact of Spur, Helical, and Spiral Bevel Gears

An investigation of transmission errors and bearing contact of spur, helical, and spiral bevel gears was performed. Modified tooth surfaces for these gears have been proposed in order to absorb linear transmission errors caused by gear misalignment and to localize the bearing contact. Numerical examples for spur, helical, and spiral bevel gears are presented to illustrate the behavior of the modified gear surfaces with respect to misalignment and errors of assembly. The numerical results indicate that the modified surfaces will perform with a low level of transmission error in non-ideal operating environments.
TECHNICAL ARTICLES | 1990-05-01

Shaper Cutters - Design & Application - Part 2

Cutter Sharpening Cutter sharpening is very important both during manufacturing and subsequently in resharpening after dulling. Not only does this process affect cutter "over cutting edge" quality and the quality of the part cut, but it can also affect the manner in which chip flow takes place on the cutter face if the surface finished is too rough or rippled.
TECHNICAL ARTICLES | 1990-05-01

Dynamic Loads in Parallel Shaft Transmissions - Part 2

Solutions to the governing equations of a spur gear transmission model, developed in a previous article are presented. Factors affecting the dynamic load are identified. It is found that the dynamic load increases with operating speed up to a system natural frequency. At operating speeds beyond the natural frequency the dynamic load decreases dramatically. Also, it is found that the transmitted load and shaft inertia have little effect upon the total dynamic load. Damping and friction decrease the dynamic load. Finally, tooth stiffness has a significant effect upon dynamic loadings the higher the stiffness, the lower the dynamic loading. Also, the higher the stiffness, the higher the rotating speed required for peak dynamic response.
TECHNICAL ARTICLES | 1990-05-01

The Geometric Design of Internal Gear Pairs

The paper describes a procedure for the design of internal gear pairs, which is a generalized form of the long and short addendum system. The procedure includes checks for interference, tip interference, undercutting, tip interference during cutting, and rubbing during cutting.
TECHNICAL ARTICLES | 1990-05-01

Comparative Load Capacity Evaluation of CBN-Finished Gears

Cubic boron nitride (CBN) finishing of carburized gearing has been shown to have certain economic and geometric advantages and, as a result, it has been applied to a wide variety of precision gears in many different applications. In critical applications such as aerospace drive systems, however, any new process must be carefully evaluated before it is used in a production application. Because of the advantages associated with this process, a test program was instituted to evaluate the load capacity of aerospace-quality gears finished by the CBN process as compared to geometrically identical gears finished by conventional grinding processes. This article presents a brief description of the CBN process, its advantages in an aerospace application, and the results of an extensive test program conducted by Boeing Helicopters (BH) aimed at an evaluation of the effects of this process on the scoring, surface durability, and bending fatigue properties of spur gears. In addition, the results of an x-ray diffraction study to determine the surface and subsurface residual stress distributions of both shot-peened and nonshot-peened CBN-ground gears as compared to similar conventionally ground gears are also presented.
TECHNICAL ARTICLES | 1990-03-01

Gear Noise and the Making of Silent Gears

Our research group has been engaged in the study of gear noise for some nine years and has succeeded in cutting the noise from an average level to some 81-83 dB to 76-78 dB by both experimental and theoretical research. Experimental research centered on the investigation into the relation between the gear error and noise. Theoretical research centered on the geometry and kinematics of the meshing process of gears with geometric error. A phenomenon called "out-of-bound meshing of gears" was discovered and mathematically proven, and an in-depth analysis of the change-over process from the meshing of one pair of teeth to the next is followed, which leads to the conclusion we are using to solve the gear noise problem. The authors also suggest some optimized profiles to ensure silent transmission, and a new definition of profile error is suggested.
TECHNICAL ARTICLES | 1990-03-01

Influence of Lubrication on Pitting and Micropitting Resistance of Gears

Pitting and micropitting resistance of case-carburized gears depends on lubricants and lubrication conditions. Pitting is a form of fatigue damage. On this account a short time test was developed. The test procedure is described. The "pitting test" was developed as a short time test to examine the influence of lubricants on micropitting. Test results showing the influence of case-carburized gears on pitting and micropitting are presented.
TECHNICAL ARTICLES | 1990-03-01

Shaper Cutters-Design & Applications Part 1

Gear shaping is one of the most popular production choices in gear manufacturing. While the gear shaping process is really the most versatile of all the gear manufacturing methods and can cut a wide variety of gears, certain types of gears can only be cut by this process. These are gears closely adjacent to shoulders; gears adjacent to other gears, such as on countershafts; internal gears, either open or blind ended; crown or face gears; herringbone gears of the solid configuration of with a small center groove; rack; parts with filled-in spaces or teeth, such as are used in some clutches.
TECHNICAL ARTICLES | 1990-03-01

Dynamic Loads in Parallel Shaft Transmissions Part 1

Recently, there has been increased interest in the dynamic effects in gear systems. This interest is stimulated by demands for stronger, higher speed, improved performance, and longer-lived systems. This in turn had stimulated numerous research efforts directed toward understanding gear dynamic phenomena. However, many aspects of gear dynamics are still not satisfactorily understood.
TECHNICAL ARTICLES | 1990-01-01

Surface Fatigue Life on CBN and Vitreous Ground Carburized and Hardened AISA 9310 Spur Gears

Spur gear surface endurance tests were conducted to investigate CBN ground AISI 9310 spur gears for use in aircraft applications, to determine their endurance characteristics and to compare the results with the endurance of standard vitreous ground AISI 9310 spur gears. Tests were conducted with VIM-VAR AISI 9210 carburized and hardened gears that were finish ground with either CBN or vitreous grinding methods. Test conditions were an inlet oil temperature of 320 K (116 degree F), an outlet oil temperature of 350 K (170 degree F), a maximum Hertz stress of 1.71 GPa (248 ksi), and a speed of 10,000 rpm. The CBN ground gears exhibited a surface fatigue life that was slightly better than the vitreous ground gears. The subsurface residual stress of the CBN ground gears was approximately the same as that for the standard vitreous ground gears for the CBN grinding method used.
TECHNICAL ARTICLES | 1990-01-01

Application of Miner's Rule to Industrial Gear Drives

We need a method to analyze cumulative fatigue damage to specify and to design gear drives which will operate under varying load. Since load is seldom constant, most applications need this analysis.
TECHNICAL ARTICLES | 1989-11-01

Compter-Aided Spur Gear Tooth Design: An Application-Driven Approach

This article discusses an application driven approach to the computer-aided sizing of spur gear teeth. The methodology is bases on the index of tooth loading and environment of application of the gear. It employs handbook knowledge and empirical information to facilitate the design process for a novice. Results show that the approach is in agreement with the textbook data. However, this technique requires less expert knowledge to arrive at the conclusion. The methodology has been successfully implemented as a gear tooth sizing module of a parallel axis gear drive expert system.
TECHNICAL ARTICLES | 1989-11-01

Hard Finishing and Fine Finishing Part 2

After shaping or hobbing, the tooth flanks must be either chamfered or duburred. Here it is paramount that the secondary burr produced will not be formed into the flank, but to the face of the gear, because during hardening, the secondary burr will straighten up and, due to its extreme hardness, will lead to excessive tool wear.
TECHNICAL ARTICLES | 1989-11-01

Systematic Approach to Designing Plastic Spur and Helical Gears

Plastic gears are being used increasingly in applications, such as printers, cameras, small household appliances, small power tools, instruments, timers, counters and various other products. Because of the many variables involved, an engineer who designs gear trains on an occasional basis may find the design process to be somewhat overwhelming. This article outlines a systematic design approach for developing injection molded plastic spur and helical gears. The use of a computer program for designing plastic gears is introduced as an invaluable design tool for solving complex gearing equations.
TECHNICAL ARTICLES | 1989-09-01

Hard Finishing and Fine Finishing Part 1

Profitable hard machining of tooth flanks in mass production has now become possible thanks to a number of newly developed production methods. As used so far, the advantages of hard machining over green shaving or rolling are the elaborately modified tooth flanks are produced with a scatter of close manufacturing tolerances. Apart from an increase of load capacity, the chief aim is to solve the complex problem of reducing the noise generation by load-conditioned kinematic modifications of the tooth mesh. In Part II, we shall deal with operating sequences and machining results and with gear noise problems.
TECHNICAL ARTICLES | 1989-09-01

Gear Grinding Fundeamentals

This article deals with certain item to be taken into consideration for gear grinding, common problems that arise in gear grinding and their solutions. The discussion will be limited to jobbing or low-batch production environments, where experimental setup and testing is not possible for economic and other reasons.
TECHNICAL ARTICLES | 1989-09-01

White Etching Areas on Case-Hardened Gears

The phenomenon of white layers, which arises from high stress, can be observed under a microscope after the white layers have been treated with a weak nitric acid solution. Their occurrences in zones of high shear stress can provide qualitatively valuable indications of the size and direction of the stress, and they can point out possible starting points for flank damage. An investigation of this phenomenon is described.
TECHNICAL ARTICLES | 1989-07-01

Into-Mesh Lubrication of Spur Gears - Part 2

In the lubrication and cooling of gear teeth a variety of oil jet lubrication schemes is sometimes used. A method commonly used is a low pressure, low velocity oil jet directed at the ingoing mesh of the gears, as was analyzed in Reference 1. Sometimes an oil jet is directed at the outgoing mesh at low pressures. It was shown in Reference 2 that the out-of-mesh lubrication method provides a minimal impingement depth and low cooling of the gears because of the short fling-off time and fling-off angle.(3) In References 4 and 5 it was shown that a radially directed oil jet near the out-of-mesh position with the right oil pressure was the method that provided the best impingement depth.
TECHNICAL ARTICLES | 1989-07-01

Estimating Hobbing Times

Hobbing is a continuous gear generation process widely used in the industry for high or low volume production of external cylindrical gears. Depending on the tooth size, gears and splines are hobbed in a single pass or in a two-pass cycle consisting of a roughing cut followed by a finishing cut. State-of-the-art hobbing machines have the capability to vary cutting parameters between first and second cut so that a different formula is used to calculate cycle times for single-cut and double-cut hobbing.
TECHNICAL ARTICLES | 1989-07-01

A New Method of Designing Worm Gears

The first part of this article describes the analytical design method developed by the author to evaluate the load capacity of worm gears. The second part gives a short description of the experimental program and testing resources being used at CETIM to check the basic assumptions of the analytical method; and to determine on gears and test wheels the surface pressure endurance limits of materials that can be used for worm gears. The end of the article compares the results yielded by direct application of the method and test results.
TECHNICAL ARTICLES | 1989-07-01

On The Interference of Internal Gearing

Since size and efficiency are increasingly important considerations in modern machinery, the trend is gear design is to use planetary gearing instead of worm gearing and multi-stage gear boxes. Internal gearing is an important part of most of planetary gear assemblies. In external gearing, if the gears are standard (of no-modified addenda), interference rarely happens. But in an internal gearing, especially in some new types of planetary gears, such as the KHV planetary, the Y planetary, etc., (1) various types of interference may occur. Therefore, avoiding interference is of significance for the design of internal gearing.
TECHNICAL ARTICLES | 1989-05-01

Into-Mesh Lubrication of Spur Gears - Part I

Several methods of oil jet lubrication of gears are practiced by the gear industry. These include the oil jet directed into the mesh, out of the mesh and radially directed into the gear teeth. In most cases an exact analysis is not used to determine the optimum condition such as, jet nozzle location, direction and oil jet velocity, for best cooling. As a result many gear sets are operating without optimum oil jet lubrication and cooling.
TECHNICAL ARTICLES | 1989-05-01

Gear Span Measurement - An Analytical Approach

The purpose of this article is to describe an analytical method free of the drawbacks mentioned above and providing absolutely reliable results.
TECHNICAL ARTICLES | 1989-05-01

Production Testing of a Chromium-Free Carburizing Grade Gear Steel

For many years chromium has been a popular alloy for heat treatable steels because of its contribution to hardenability more than offsets its costs. As a consequence, it is specified in such high-tonnage steel grades as the 5100, 4100, and 8600 series; and, as a result, about 15% of the annual U.S. consumption of chromium is used in constructional alloy steels.
TECHNICAL ARTICLES | 1989-05-01

Form Diameter of Gears

One of the most frequently neglected areas of gear design is the determination of "form diameter". Form diameter is that diameter which specifies the transition point between the usable involute profile and the fillet of the tooth. Defining this point is important to prevent interference with the tip of the mating gear teeth and to enable proper preshave machining when the gear is to be finished with a shaving operation.
TECHNICAL ARTICLES | 1989-03-01

Predicted Effect of Dynamic Load on Pitting Fatigue Life for Low-Contact-Ratio Spur Gears

How dynamic load affects the pitting fatigue life of external spur gears was predicted by using NASA computer program TELSGE. TELSGE was modified to include an improved gear tooth stiffness model, a stiffness-dynamic load iteration scheme and a pitting-fatigue-life prediction analysis for a gear mesh. The analysis used the NASA gear life model developed by Coy, methods of probability and statistics and gear tooth dynamic loads to predict life. In general, gear life predictions based on dynamic loads differed significantly from those based on static loads, with the predictions being strongly influenced by the maximum dynamic load during contact.
TECHNICAL ARTICLES | 1989-03-01

Deburring & Finishing Gears with Power Brushes

Why Brushes? In this age of hi-tech, robots, automatic machines, machining cells, etc., is there a niche somewhere for power brushes? Let me answer by asking another question. What tool does the gear manufacturer have in his arsenal that allows him to deburr green gears, hardened gears, hobbed gears, ground gears and shaved gears? What tool allows him to deburr powder metal gears - green and sintered - brass gears, bronze gears, stainless gears made of exotic materials such as inconel, waspaloy, or hastaloy, and fiber and plastic gears? How about spur gears, helical gears, sprockets, both internal and external splines, clutch teeth and pump gears?
TECHNICAL ARTICLES | 1989-03-01

Design of Internal Helical Gears

In principal, the design of internal helical gear teeth is the same as that for external helical gears. Any of the basic rack forms used for external helical gears may be applied to internal helical gears. The internal gear drive, however, has several limitations; not only all those which apply to external gears, but also several others which are peculiar to internal gears. As with external gears, in order to secure effective tooth action, interferences must be avoided. The possible interferences on an internal gear drive are as follows: 1. Involute interference. To avoid this, all of the working profile of the internal tooth must be of involute form.
TECHNICAL ARTICLES | 1989-03-01

The Wafer Shaper Cutter

In 1985 a new tooling concept for high volume gear production was introduced to the gear manufacturing industry. Since then this tool, the wafer shaper cutter, has proven itself in scores of applications as a cost-effective, consistent producer of superior quality parts. This report examines the first high-production installation at the plant of a major automotive supplies, where a line of twenty shapers is producing timing chain sprockets.
TECHNICAL ARTICLES | 1989-01-01

Factors Influencing Fracture Toughness of High-Carbon Martensitic Steels

Plane strain fracture toughness of twelve high-carbon steels has been evaluated to study the influence of alloying elements, carbon content and retained austenite. The steels were especially designed to simulate the carburized case microstructure of commonly used automotive type gear steels. Results show that a small variation in carbon can influence the K IC significantly. The beneficial effect of retained austenite depends both on its amount and distribution. The alloy effect, particularly nickel, becomes significant only after the alloy content exceeds a minimum amount. Small amounts of boron also appear beneficial.
TECHNICAL ARTICLES | 1989-01-01

Fillet Geometry of Ground Gear Teeth

This article investigates fillet features consequent to tooth grinding by generating methods. Fillets resulting from tooth cutting and tooth grinding at different pressure angles and with different positions of grinding wheel are compared. Ways to improve the final fillet of the ground teeth with regard to tooth strength and noise, as well as the grinding conditions, are shown. "Undergrinding" is defined and special designs for noiseless gears are described.
TECHNICAL ARTICLES | 1988-11-01

The Elementary Theory for the Synthesis of Constant Direction Pointing Chariots (or Rotation Neutralizers)

The south-pointing chariot exhibited at the Smithsonian Institution, Washington, D.C., (circa 2600 BC)is shown in Fig. 1. Although the mechanism is ancient, it is by no means either primitive or simplistic. The pin-tooth gears drive a complex system, wherein the monk on the top of the chariot continues to point in a preset direction, no matter what direction the vehicle in moved, without a slip of the wheels.(1)
TECHNICAL ARTICLES | 1988-11-01

Basic Spur Gear Design

Primitive gears were known and used well over 2,000 years ago, and gears have taken their place as one of the basic machine mechanisms; yet, our knowledge and understanding of gearing principles is by no means complete. We see the development of faster and more reliable gear quality assessment and new, more productive manufacture of gears in higher materials hardness states. We have also seen improvement in gear applications and design, lubricants, coolants, finishes and noise and vibration control. All these advances push development in the direction of smaller, more compact applications, better material utilization and improved quietness, smoothness of operation and gear life. At the same time, we try to improve manufacturing cost-effectiveness, making use of highly repetitive and efficient gear manufacturing methods.
TECHNICAL ARTICLES | 1988-11-01

Improved Worm Gear Performance with Colloidal Molybdenum Disulfide Containing Lubricants

Worm gear speed reducers give the design engineer considerable options, but these gear systems present a challenge to the lubrication engineer. Heat energy generated by the high rate of sliding and friction in the contact zone causes worm gears to be relatively inefficient compared to other gear types. Because worm gears operate under a boundary or near-boundary lubrication regime, a satisfactory lubricant should contain a friction modifier to alleviate these conditions.
TECHNICAL ARTICLES | 1988-11-01

Involutometry Illustrations

In our last issue, the labels on the drawings illustrating "Involutometry" by Harlan Van Gerpan and C. Kent Reece were inadvertently omitted. For your convenience we have reproduced the corrected illustrations here. We regret any inconvenience this may have caused our readers.
TECHNICAL ARTICLES | 1988-11-01

Gear Tooth Profile Determination From Arbitrary Rack Geometry

This article describes a method of obtaining gear tooth profiles from the geometry of the rack (or hob) that is used to generate the gear. This method works for arbitrary rack geometries, including the case when only a numerical description of the rack is available. Examples of a simple rack, rack with protuberances and a hob with root chamfer are described. The application of this technique to the generation of boundary element meshes for gear tooth strength calculation and the generation of finite element models for the frictional contact analysis of gear pairs is also described.
TECHNICAL ARTICLES | 1988-09-01

Involutometry

Involute Curve Fundamentals. Over the years many different curves have been considered for the profile of a gear tooth. Today nearly every gear tooth uses as involute profile. The involute curve may be described as the curve generated by the end of a string that is unwrapped from a cylinder. (See Fig. 1) The circumference of the cylinder is called the base circle.
TECHNICAL ARTICLES | 1988-09-01

Enhanced Product Performance--Through CBN Grinding

Modern manufacturing processes have become an ally of the product designer in producing higher quality, higher performing components in the transportation industry. This is particularly true in grinding systems where the physical properties of CBN abrasives have been applied to improving cycle times, dimensional consistency, surface integrity and overall costs. Of these four factors, surface integrity offers the greatest potential for influencing the actual design of highly stressed, hardened steel components.
TECHNICAL ARTICLES | 1988-09-01

Crowned Spur Gears: Optimal Geometry and Generation

Involute spur gears are very sensitive to gear misalignment. Misalignment will cause the shift of the bearing contact toward the edge of the gear tooth surfaces and transmission errors that increase gear noise. Many efforts have been made to improve the bearing contact of misaligned spur gears by crowning the pinion tooth surface. Wildhaber(1) had proposed various methods of crowning that can be achieved in the process of gear generation. Maag engineers have used crowning for making longitudinal corrections (Fig. 1a); modifying involute tooth profile uniformly across the face width (Fig. 1b); combining these two functions in Fig. 1c and performing topological modification (Fig. 1d) that can provide any deviation of the crowned tooth surface from a regular involute surface. (2)
TECHNICAL ARTICLES | 1988-09-01

Calculation of Optimum Tooth Flank Corrections for Helical Gears

The load carrying behavior of gears is strongly influenced by local stress concentrations in the tooth root and by Hertzian pressure peaks in the tooth flanks produced by geometric deviations associated with manufacturing, assembly and deformation processes. The dynamic effects within the mesh are essentially determined by the engagement shock, the parametric excitation and also by the deviant tooth geometry.
TECHNICAL ARTICLES | 1988-07-01

Helical Gear Mathematics, Formulas and Examples Part II

The following excerpt is from the Revised Manual of Gear Design, Section III, covering helical and spiral gears. This section on helical gear mathematics shows the detailed solutions to many general helical gearing problems. In each case, a definite example has been worked out to illustrate the solution. All equations are arranged in their most effective form for use on a computer or calculating machine.
TECHNICAL ARTICLES | 1988-07-01

High Speed Hobbing of Gears With Shifted Profiles

The newer profile-shifted (long and short addendum) gears are often used as small size reduction gears for automobiles or motorcycles. The authors have investigated the damage to each cutting edge when small size mass-produced gears with shifted profiles are used at high speeds.
TECHNICAL ARTICLES | 1988-07-01

The Uses and Limitations of Transmission Error

The concept of "transmission error" is relatively new and stems from research work in the late 1950s by Gregory, Harris and Munro,(1) together with the need to check the accuracy of gear cutting machines. The corresponding commercial "single flank" testing equipment became available in the 1960s, but it was not until about ten years ago that it became generally used, and only recently has it been possible to test reliably at full load and full speed.
TECHNICAL ARTICLES | 1988-05-01

Helical Gear Mathematics Formulas and Examples

The following excerpt is from the Revised Manual of Gear Design, Section III, covering helical and spiral gears. This section on helical gear mathematics shows the detailed solutions to many general helical gearing problems. In each case, a definite example has been worked out to illustrate the solution. All equations are arranged in their most effective form for use on a computer or calculating machine.
TECHNICAL ARTICLES | 1988-05-01

Computer-Aided Design of the Stress Analysis of an Internal Spur Gear

Although there is plenty of information and data on the determination of geometry factors and bending strength of external gear teeth, the computation methods regarding internal gear design are less accessible. most of today's designs adopt the formulas for external gears and incorporate some kind of correction factors for internal gears. However, this design method is only an approximation because of the differences between internal gears and external gears. Indeed, the tooth shape of internal gears is different from that of external gears. One has a concave curve, while the other has a convex curve.
TECHNICAL ARTICLES | 1988-05-01

Curvilinear Cylindrical Gears

The curved tooth cylindrical gear is one of ancient design. Samples which date from the period of the Warring State (475-221 BC) have been excavated from archeological sites in China. One such sample is now on display in the Xi'an Clay figures of Warriors and Horses Exhibition Hall. This example is about 3/4" in diameter and made of bronze. It was used in the famous model, "Ancient Chinese Vehicle With a Wooden Figure Always Pointing to the South." Although this early gear is handmade and somewhat crude, it is a viable model.
TECHNICAL ARTICLES | 1988-05-01

Tooth Root Stresses of Spiral Bevel Gears

Service performance and load carrying capacity of bevel gears strongly depend on the size and position of the contact pattern. To provide an optimal contact pattern even under load, the gear design has to consider the relative displacements caused by deflections or thermal expansions expected under service conditions. That means that more or less lengthwise and heightwise crowning has to be applied on the bevel gear teeth.
TECHNICAL ARTICLES | 1988-03-01

Automated Acoustic Intensity Measurements and the Effect of Gear Tooth Profile on Noise

The NASA Lewis Research Center investigated the effect of tooth profile on the acoustic behavior of spur gears through experimental techniques. The tests were conducted by Cleveland State University (CSU) in NASA Lewis' spur gear testing apparatus. Acoustic intensity (AI) measurements of the apparatus were obtained using a Robotic Acoustic Intensity Measurement System (RAIMS). This system was developed by CSU for NASA to evaluate the usefulness of a highly automated acoustic intensity measurement tool in the reverberant environment of gear transmission test cells.
TECHNICAL ARTICLES | 1988-03-01

Contact Surface Topology of Worm Gear Teeth

Among the various types of gearing systems available to the gear application engineer is the versatile and unique worm and worm gear set. In the simpler form of a cylindrical worm meshing at 90 degree axis angle with an enveloping worm gear, it is widely used and has become a traditional form of gearing. (See Fig. 1) This is evidenced by the large number of gear shops specializing in or supplying such gear sets in unassembled form or as complete gear boxes. Special designs as well as standardized ratio sets covering wide ratio ranges and center distanced are available with many as stock catalog products.
TECHNICAL ARTICLES | 1988-03-01

Hard Gear Finishing

Hard Gear Finishing (HGF), a relatively new technology, represents an advance in gear process engineering. The use of Computer Numerical Controlled (CNC) equipment ensures a high precision synchronous relationship between the tool spindle and the work spindle as well as other motions, thereby eliminating the need for gear trains. A hard gear finishing machine eliminates problems encountered in two conventional methods - gear shaving, which cannot completely correct gear errors in gear teeth, and gear rolling, which lacks the ability to remove stock and also drives the workpiece without a geared relationship to the master rolling gear. Such a machine provides greater accuracy, reducing the need for conventional gear crowning, which results in gears of greater face width than necessary.
TECHNICAL ARTICLES | 1988-01-01

Describing Nonstandard Gears - An Alternative to the Rack Shift Coefficient

The use of dimensionless factors to describe gear tooth geometry seems to have a strong appeal to gear engineers. The stress factors I and J, for instance, are well established in AGMA literature. The use of the rack shift coefficient "x" to describe nonstandard gear proportions is common in Europe, but is not as commonly used in the United States. When it is encountered in the European literature or in the operating manuals for imported machine tools, it can be a source of confusion to the American engineer.
TECHNICAL ARTICLES | 1988-01-01

The Relationship of Measured Gear Noise to Measured Gear Transmission Errors

Vehicle gear noise testing is a complex and often misunderstood subject. Gear noise is really a system problem.(1) most gearing used for power transmission is enclosed in a housing and, therefore, little or no audible sound is actually heard from the gear pair.(2) The vibrations created by the gears are amplified by resonances of structural elements. This amplification occurs when the speed of the gear set is such that the meshing frequency or a multiply of it is equal to a natural frequency of the system in which the gears are mounted.
TECHNICAL ARTICLES | 1988-01-01

The Use of Boundary Elements For The Determination of the AGMA Geometry Factor

The geometry factor, which is a fundamental part of the AGMA strength rating of gears, is currently computed using the Lewis parabola which allows computation of the Lewis form factor.(1) The geometry factor is obtained from this Lewis factor and load sharing ratio. This method, which originally required graphical construction methods and more recently has been computerized, works reasonably well for external gears with thick rims.(2-6) However, when thin rims are encountered or when evaluating the strength of internal gears, the AGMA method cannot be used.
TECHNICAL ARTICLES | 1988-01-01

KHV Planetary Gearing - Part II

Consisting of only a ring gear b meshing with one or two planets a, a carrier H and an equal velocity mechanism V, a KHV gearing(Fig. 1) is compact in structure, small in size and capable of providing a large speed ratio. For a single stage, its speed ratio can reach up to 200, and its size is approximately 1/4 that of a conventional multi-stage gear box.
TECHNICAL ARTICLES | 1987-11-01

Finishing of Gears by Ausforming

Almost all machines or mechanical systems contain precision contact elements such as bearings, cams, rears, shafts, splines and rollers. These components have two important common requirements: first, they must possess sufficient mechanical properties, such as, high hardness, fatigue strength and wear resistance to maximize their performance and life; second, they must be finished to close dimensional tolerances to minimize noise, vibration and fatigue loading.
TECHNICAL ARTICLES | 1987-11-01

Selection of Hobbing Data

The art of gear hobbing has advanced dramatically since the development and introduction of unique machine and tool features such as no backlash, super rigidity, automatic loading of cutting tools, CNC controls, additional machine power and improved cutter materials and coatings. It is essential to utilize all these features to run the machine economically.
TECHNICAL ARTICLES | 1987-11-01

Good Gears Start With Good Blanks

The quality of the finished gear is influenced by the very first machining operations of the blank. Since the gear tooth geometry is generated on a continuously rotating blank in hobbing or shaping, it is important that the timed relationship between the cutter and workpiece is correct. If this relationship is disturbed by eccentricities of the blank to its operating centerline, the generated gear teeth will not be of the correct geometry. During the blanking operations, the gear's centerline and locating surfaces are established and must be maintained as the same through the following operations that generate the gear teeth.
TECHNICAL ARTICLES | 1987-11-01

Computer Aided Design for Gear Shaper Cutters

Computer programs have been developed to completely design spur and helical gear shaper cutters starting from the specifications of the gear to be cut and the type of gear shaper to be used. The programs generate the working drawing of the cutter and, through the use of a precision plotter, generate enlarge scaled layouts of the gear as produced by the cutter and any other layouts needed for its manufacture.
TECHNICAL ARTICLES | 1987-11-01

KHV Planetary Gearing

Traditionally, a worm or a multi-stage gear box has been used when a large speed ratio is required. However, such boxes will become obsolete as size and efficiency become increasingly important considerations for a modern transmission. The single-enveloped worm gear has a maximum speed ratio of only 40 to 60. Its efficiency is only 30 to 60 per cent. The necessity of using bronze for the worm gear and grinding nitoalloy steel for the worm drives up material and manufacturing costs.
TECHNICAL ARTICLES | 1987-09-01

Effects of Hob Quality and Resharpening Errors on Generating Accuracy

The modern day requirement for precision finished hobbed gears, coupled with the high accuracy characteristics of modern CNC hobbing machines, demands high tool accuracy.
TECHNICAL ARTICLES | 1987-09-01

The Interrelationship of Tooth Thickness Measurements as Evaluated by Various Measuring Techniques

The first commandment for gears reads "Gears must have backlash!" When gear teeth are operated without adequate backlash, any of several problems may occur, some of which may lead to disaster. As the teeth try to force their way through mesh, excessive separating forces are created which may cause bearing failures. These same forces also produce a wedging action between the teeth with resulting high loads on the teeth. Such loads often lead to pitting and to other failures related to surface fatigue, and in some cases, bending failures.
TECHNICAL ARTICLES | 1987-09-01

S1 Units Measurements and Equivalencies

Throughout the history of civilization attempts have been made to limit the number of the measuring systems in use with the result that today only two systems, English and metric, are practiced in the industrial nations. Globally, the metric system has been gaining ground, and the English system has been losing it. As of 1986, only the United States, Burma and Brunei remain uncommitted to metric conversion in the sense that no government controlled deadlines for the conversion have been established.
TECHNICAL ARTICLES | 1987-09-01

Selection of a Proper Ball Size to Check an Involute Spur or Helical Cear Tooth

A much-used method for checking the tooth thickness of an involute gear tooth is to measure the dimension over two balls placed in most nearly opposite spaces in the case of external gears, and the dimension between the balls in the case of internal gears. This measurement is then checked against a pre-calculated dimension to denote an acceptable part.
TECHNICAL ARTICLES | 1987-07-01

Longitudinal Load Distribution Factor for Straddle- and Overhang-Mounted Spur Gears

A pair of spur gears generally has an effective lead error which is caused, not only by manufacturing and assembling errors, but also by the deformations of shafts, bearings and housings due to the transmitted load. The longitudinal load distribution on a contact line of the teeth of the gears is not uniform because of the effective lead error.
TECHNICAL ARTICLES | 1987-07-01

Cutting Fluid Selection and Process Controls for the Gear Manufacturing Industry

The last decade has been a period of far-reaching change for the metal working industry. The effect of higher lubricant costs, technical advances in machine design and increasing competition are making it essential that manufacturers of gears pay more attention to testing, selecting and controlling cutting fluid systems. Lubricant costs are not a large percentage of the process cost relative to items such as raw materials, equipment and labor, and this small relative cost has tended to reduce the economic incentive to evaluate and to change cutting fluids.
TECHNICAL ARTICLES | 1987-07-01

Helical Gears With Circular Arc Teeth: Simulation of Conditions of Meshing and Bearing Contact

Circular arc helical gears have been proposed by Wildhaber and Novikov (Wildhaber-Novikov gears). These types of gears became very popular in the sixties, and many authors in Russia, Germany, Japan and the People's Republic of China made valuable contributions to this area. The history of their researches can be the subject of a special investigation, and the authors understand that their references cover only a very small part of the bibliography on this topic.
TECHNICAL ARTICLES | 1987-05-01

Engineering Constants

Rules and Formula for worm gears, bevel gears and strength of gear teeth.
TECHNICAL ARTICLES | 1987-05-01

Gear Design Options

When specifying a complete gear design, the novice designer is confronted with an overwhelming and frequently confusing group of options which must be specified. This array of specifications range from the rather vague to the very specific.
TECHNICAL ARTICLES | 1987-05-01

Hard Cutting - A Competitive Process in High Quality Gear Production

The higher load carrying capacities, compact dimensions and longer life of hardened gears is an accepted fact in industry today. However, the costs involved in case hardening and subsequent finishing operations to achieve these advantages are considerable. For example, in order to achieve desired running properties on larger gears, it has been necessary to grind the tooth flanks. This costly operation can now be replaced, in many cases, by a new Hard Cutting (HC) process which permits the cutting of hardened gears while maintaining extremely low tooling costs.
TECHNICAL ARTICLES | 1987-05-01

Influence of Geometrical Parameters on the Gear Scuffing Criterion - Part 2

In ParI 1 several scuffing (scoring) criteria were shown ultimately to converge into one criterion, the original flash temperature criterion according to Blok. In Part 2 it will be shown that all geometric influences may be concentrated in one factor dependent on only four independent parameters, of which the gear ratio, the number of teeth of the pinion, and the addendum modification coefficient of the pinion are significant.
TECHNICAL ARTICLES | 1987-05-01

Gear Roll-Finishing

In this discussion of gear roll-finishing particular attention is called to the special tooth nomenclature resulting from the interaction between the rolling die teeth and the gear teeth. To eliminate confusion the side of a gear tooth that is in contact with the "approach" side of a rolling die tooth is also considered to be the approach side. The same holds true for the "trail" side. Thus, the side of the gear tooth that is in contact with the trail side of a rolling die is also considered to be the trail side.
TECHNICAL ARTICLES | 1987-05-01

Rotary Gear Honing

Rotary gear honing is a hard gear finishing process that was developed to improve the sound characteristics of hardened gears by: Removing nicks and burrs; improving surface finish; and making minor corrections in tooth irregularities caused by heat-treat distortion.
TECHNICAL ARTICLES | 1987-03-01

The Effect of Reverse Hobbing at a High Speed

Today it is common practice when climb hobbing to keep the direction of the hob thread the same as that of the helical gear. The same generalization holds true for the mass production of gears for automobiles. It is the authors' opinion, however, that conventional hobbing with a reverse-handed hob is more effective for the high-speed manufacture of comparatively small module gears for automobiles. The authors have proven both experimentally and theoretically that reverse-handed conventional hobbing, using a multi-thread hob with a smaller diameter is very effective for lengthening the life of the hob and for increasing cutting efficiency at high speeds.
TECHNICAL ARTICLES | 1987-03-01

Checking Large Gears

Gear manufacturing schedules that provide both quality and economy are dependent on efficient quality control techniques with reliable measuring equipment. Given the multitude of possible gear deviations, which can be found only by systematic and detailed measuring of the gear teeth, adequate quality control systems are needed. This is especially true for large gears, on which remachining or rejected workpieces create very high costs. First, observation of the gears allows adjustment of the settings on the equipment right at the beginning of the process and helps to avoid unproductive working cycles. Second, the knowledge of deviations produced on the workpiece helps disclose chance inadequacies on the production side: e.g., faults in the machines and tools used, and provides an opportunity to remedy them.
TECHNICAL ARTICLES | 1987-03-01

Influence of Geometrical Parameters on the Gear Scuffing Criterion - Part I

The load capacity rating of gears had its beginning in the 18th century at Leiden University when Prof. Pieter van Musschenbroek systematically tested the wooden teeth of windmill gears, applying the bending strength formula published by Galilei one century earlier. In the next centuries several scientists improved or extended the formula, and recently a Draft International Standard could be presented.
TECHNICAL ARTICLES | 1987-03-01

Economics of CNC Gear Hobbing

NC and CNC metal cutting machines are among the most popular machine tools in the business today, There is also a strong trend toward using flexible machining centers and flexible manufacturing systems. The same trend is apparent in gear cutting. Currently the trend toward CNC tools has increased, and sophisticated controls and peripheral equipment for gear cutting machines are now available; however, the investment in a CNC gear machine has to be justified on the basis of economic facts as well as technical advantages.
TECHNICAL ARTICLES | 1987-01-01

Lubricant Jet Flow Phenomena in Spur and Helical Gears

In the gearing industry, gears are lubricated and cooled by various methods. At low to moderate speeds and loads, gears may be partly submerged in the lubricant which provides lubrication and cooling by splash lubrication. With splash lubrication, power loss increases considerably with speed. This is partially because of churning losses. It is shown that gear scoring and surface pitting can occur when the gear teeth are not adequately lubricated and cooled.
TECHNICAL ARTICLES | 1987-01-01

Gear Noise and the Sideband Phenomenon

Gear noise can be a source of intense annoyance. It is often the primary source of annoyance even when it is not the loudest noise component. This is because of the way it is perceived. Gear noise is a collection of pure tones which the human ear can detect even when they are 10dB lower than the overall noise level. Another reason for our sensitivity to transmission noise is that we associate it with impending mechanical failure.
TECHNICAL ARTICLES | 1987-01-01

Improvement in Load Capacity of Crossed Helical Gears

Crossed helical gear sets are used to transmit power and motion between non-intersecting and non-parallel axes. Both of the gears that mesh with each other are involute helical gears, and a point contact is made between them. They can stand a small change in the center distance and the shaft angle without any impairment in the accuracy of transmitting motion.
TECHNICAL ARTICLES | 1986-11-01

Curvic Coupling Design

Curvic Couplings were first introduced in 1942 to meet the need for permanent couplings and releasing couplings (clutches), requiring extreme accuracy and maximum load carrying capacity, together with a fast rate of production. The development of the Curvic Coupling stems directly from the manufacture of Zerol and spiral bevel gears since it is made on basically similar machines and also uses similar production methods. The Curvic Coupling can therefore lay claim to the same production advantages and high precision associated with bevel gears.
TECHNICAL ARTICLES | 1986-11-01

Kinematic Analysis of Robotic Bevel-Gear Trains

In robot configurations it is desirable to be able to obtain an arbitrary orientation of the output element or end-effector. This implies a minimum of two independent rotations about two (generally perpendicular) intersecting axes. If, in addition, the out element performs a mechanical task such as in manufacturing or assembly (e.g., drilling, turning, boring, etc.) it may be necessary for the end-effector to rotate about its axis. If such a motion is to be realized with gearing, this necessitates a three-degree-of-freedom, three-dimensional gear train, which provides a mechanical drive of gyroscopic complexity; i.e., a drive with independently controlled inputs about three axes corresponding to azimuth, nutation, and spin.
TECHNICAL ARTICLES | 1986-11-01

Mirror Finishing of Tooth Surfaces Using A Trial Gear Grinder With Cubic-Boron-Nitride Wheel

In conventional gear grinders, grinding wheels with Alundum grains and a hardness of about 2000 HV have been used for finishing steel gears with hardnesses up to about 1000HV. In this case, the accuracy of the gears ground is greatly affected by wear of the grinding wheel because the difference in hardness is comparatively small when the gears are fully hardened.
TECHNICAL ARTICLES | 1986-11-01

A Logical Procedure To Determine Initial Gear Size

When a gear set is to be designed for a new application, the minimum size gears with the required capacity are desired. These gears must be capable of meeting the power, speed, ratio, life, and reliability requirements.
TECHNICAL ARTICLES | 1986-09-01

Gears for Nonparallel Shafts

Transmission of power between nonparallel shafts is inherently more difficult than transmission between parallel shafts, but is justified when it saves space and results in more compact, more balanced designs. Where axial space is limited compared to radial space, angular drives are preferred despite their higher initial cost. For this reason, angular gear motors and worm gear drives are used extensively in preference to parallel shaft drives, particularly where couplings, brakes, and adjustable mountings add to the axial space problem of parallel shaft speed reducers.
TECHNICAL ARTICLES | 1986-09-01

Improved Gear Life Through Controlled Shot Peening

The search for greater gear life involves improvement in cost, weight and increased power output. There are many events that affect gear life, and this paper addresses those relating to fatigue, gear tooth pitting, fatigue strength losses due to the heat treating processes and shot peening technique. The capability of shot peening to increase fatigue strength and surface fatigue life eliminate machine marks which cause stress risers, and to aid in lubrication when properly controlled, suggests increased use and acceptance of the process.
TECHNICAL ARTICLES | 1986-09-01

Practical Analysis of Highly-Loaded Gears by Using the Modified-Scoring Index Calculation Method

The power of high speed gears for use in the petrochemical industry and power stations is always increasing. Today gears with ratings of up to 70,000kW are already in service. For such gears, the failure mode of scoring can become the limiting constraint. The validity of an analytical method to predict scoring resistance is, therefore, becoming increasingly important.
TECHNICAL ARTICLES | 1986-09-01

Pressure Angle Changes in the Transverse Plane for Circular Cut Spiral Bevel Gears

Recently it has been suggested that the transverse plane may be very useful in studying the kinematics and dynamics of spiral bevel gears. The transverse plane is perpendicular to the pitch and axial planes as shown in Fig. 1. Buckingham has suggested that a spiral bevel gear may be viewed as a limited form of a "stepped" straight-tooth gear as in Fig. 2. The transverse plane is customarily used in the study of straight toothed bevel gears.
TECHNICAL ARTICLES | 1986-07-01

Engineering Constants

Below are listed a variety of commonly used constants arranged numerically to permit ease of reference. Wherever an asterisk (*) is shown, the constant is exact as given, it being generally a mathematical constant or one fixed by definition. In cases where the first constant listed is followed by another in parenthesis, the first is the round number generally used, while the second is the more exact value.
TECHNICAL ARTICLES | 1986-07-01

Effect of MoS2 Films on Scoring Resistance of Gears

Gears are currently run at high speed and under high load. It is a significant problem to develop lubricants and gears with high load-carrying capacity against scoring. The particles of molybdenum disulfide have been considered to increase the scoring resistance of the gears. The wear characteristics and the scoring resistance of the gears lubricated with MoS2 paste and MoS2 powder have been investigated. (1) However, there are few investigations on the performance of the gears coated with MoS2 film with respect to scoring.
TECHNICAL ARTICLES | 1986-07-01

Mechanical Efficiency of Diffential Gearing

Mechanical efficiency is an important index of gearing, especially for epicyclic gearing. Because of its compact size, light weight, the capability of a high speed ratio, and the ability to provide differential action, epicyclic gearing is very versatile, and its use is increasing. However, attention should be paid to efficiency not only to save energy, but sometimes also to make the transmission run smoothly or to avoid a self-locking condition.
TECHNICAL ARTICLES | 1986-05-01

Generating and Checking Involute Gear Teeth

It has previously been demonstrated that one gear of an interchangeable series will rotate with another gear of the same series with proper tooth action. It is, therefore, evident that a tooth curve driven in unison with a mating blank, will "generate" in the latter the proper tooth curve to mesh with itself.
TECHNICAL ARTICLES | 1986-05-01

Selection of Material and Compatible Heat Treatments for Gearing

The manufacturing process to produce a gear essentially consist of: material selection, blank preshaping, tooth shaping, heat treatment, and final shaping. Only by carefully integrating of the various operations into a complete manufacturing system can an optimum gear be obtained. The final application of the gear will determine what strength characteristics will be required which subsequently determine the material and heat treatments.
TECHNICAL ARTICLES | 1986-05-01

Identification of Gear Noise with Single Flank Composite Measurement

Anyone involved in the design, manufacture and use of gears is concerned with three general characteristics relative to their application: noise, accuracy, and strength or surface durability. In the article, we will be dealing with probably the most aggravating of the group, gear noise.
TECHNICAL ARTICLES | 1986-03-01

Controlling Tooth Loads In Helical Gears

Helical gears can drive either nonparallel or parallel shafts. When these gears are used with nonparallel shafts, the contact is a point, and the design and manufacturing requirements are less critical than for gears driving parallel shafts.
TECHNICAL ARTICLES | 1986-03-01

A Computer Solution for the Dynamic Load, Lubricant Film Thickness, and Surface Temperatures in Spiral-Bevel Gears

Spiral-bevel gears, found in many machine tools, automobile rear-axle drives, and helicopter transmissions, are important elements for transmitting power.
TECHNICAL ARTICLES | 1986-03-01

CNC Gear Shaping

Two major processes used for cutting gears, hobbing and shaping. This article describes advanced machine design and cutter materials for gear shaping.
TECHNICAL ARTICLES | 1985-11-01

Technological Fundamentals of CBN Bevel Gear Finish Grinding

The bevel gear grinding process, with conventional wheels, has been limited to applications where the highest level of quality is required.
TECHNICAL ARTICLES | 1985-11-01

General Equations for Gear Cutting Tool Calculations

The proper design or selection of gear cutting tools requires thorough and detailed attention from the tool designer. In addition to experience, intuition and practical knowledge, a good understanding of profile calculations is very important.
TECHNICAL ARTICLES | 1985-11-01

Finding Gear Teeth Ratios

When designing gears, the engineer is often faced with the problem of selecting the number of teeth in each gear, so that the gear train will provide a given speed ratio
TECHNICAL ARTICLES | 1985-11-01

Calculation of Slow Speed Wear of Lubricated Gears

On gear drives running with pitch line velocities below 0.5 m/s so called slow speed wear is often observed. To solve some problems, extensive laboratory test work was started 10 years ago. A total of circ. 300,000 h running time on FZG back-to-back test rigs have been run in this speed range.
TECHNICAL ARTICLES | 1985-09-01

New Techniques for Aligning and Maintaining Large Ring Gears

This paper presents two new techniques for aligning and maintaining large ring gears. One technique uses lubricant temperature analysis, and the other uses stop action photography.
TECHNICAL ARTICLES | 1985-09-01

Calculation of Spur Gear Tooth Flexibility by the Complex Potential Method

Calculation of gear tooth flexibility is of interest for at least two reasons: (a) It controls, at least in part, the vibratory properties of a transmission system hence, fatigue resistance and noise: (b) it controls load sharing in multiple tooth contact.
TECHNICAL ARTICLES | 1985-09-01

Hob Length Effects

Hobbing is probably the most popular gear manufacturing process. Its inherent accuracy and productivity makes it a logical choice for a wide range of sizes.
TECHNICAL ARTICLES | 1985-09-01

Single Flank Data Analysis and Interpretation

Much of the information in this article has been extracted from an AGMA Technical Paper, &quot;What Single Flank Testing Can Do For You&quot;, presented in 1984 by the author
TECHNICAL ARTICLES | 1985-07-01

The Design and Manufacture of Plastic Gears Part II

Advancements in machining and assembly techniques of thermoplastic gearing along with new design data has lead to increased useage of polymeric materials. information on state of the art methods in fabrication of plastic gearing is presented and the importance of a proper backlash allowance at installation is discussed. Under controlled conditions, cast nylon gears show 8-14 dBA. lower noise level than three other gear materials tested.
TECHNICAL ARTICLES | 1985-07-01

Influence of Relative Displacements Between Pinion and Gear on Tooth Root Stresses of Spiral Bevel Gears

The manufacturing quality of spiral bevel gears has achieved a very high standard. Nevertheless, the understanding of the real stress conditions and the influences. of certain parameters is not satisfactory.
TECHNICAL ARTICLES | 1985-07-01

Longitudinal Load Distribution Factor of Helical Gears

The contact lines of a pair of helical gears move diagonally on the engaged tooth faces and their lengths consequently vary with the rotation of the gears.
TECHNICAL ARTICLES | 1985-07-01

Dynamic Analysis of Straight and Involute Tooth Form

The effect of load speed on straight and involute tooth forms is studied using several finite-element models.
TECHNICAL ARTICLES | 1985-05-01

The Design and Manufacture of Machined Plastic Gears

The use of plastic gearing is increasing steadily in new products. This is due in part to the availability of recent design data. Fatigue stress of plastic gears as a function of diametral pitch, pressure angle, pitch line velocity, lubrication and life cycles are described based on test information. Design procedures for plastic gears are presented.
TECHNICAL ARTICLES | 1985-05-01

Gear Tooth Scoring Design Considerations for Spur and Helical Gearing

High speed gearing, operating with low viscosity lubricants, is prone to a failure mode called scoring. In contrast to the classic failure modes, pitting and breakage, which generally take time to develop, scoring occurs early in the operation of a gear set and can be the limiting factor in the gear's power capability.
TECHNICAL ARTICLES | 1985-05-01

Advantages of Involute Splines as Compared to Straight Sided Splines

Since the design of involute splines and their manufacture requires considerable knowledge, not only of the basic properties of the involute profile, but also of various other elements which affect the spline fit and the sometimes complex principles underlying manufacturing and checking equipment, the question is frequently raised as to why the involute profile is given preference in designing splines over the seemingly simpler straight sided tooth profile.
TECHNICAL ARTICLES | 1985-03-01

Gear Grinding Techniques Parallel Axes Gears

The fundamental purpose of gear grinding is to consistently and economically produce "hard" or "soft" gear tooth elements within the accuracy required by the gear functions. These gear elements include tooth profile, tooth spacing, lead or parallelism, axial profile, pitch line runout, surface finish, root fillet profile, and other gear geometry which contribute to the performance of a gear train.
TECHNICAL ARTICLES | 1985-03-01

Tolerance for Overload Stress

The performance of carburized components can be improved simply by changing the alloy content of the steel.
TECHNICAL ARTICLES | 1985-03-01

Austempered Nodular Cast Irons

Austempering heat treatments (austenitizing followed by rapid cooling to the tempering temperature) have been applied to nodular irons on an experimental basis for a number of years, but commercial interest in the process has only recently come to the surface.
TECHNICAL ARTICLES | 1985-03-01

Involute Spline Size Inspection

This article describes a new technique for the size determination of external Involute splines by using a span measuring method. It provides application performance information demonstrating how this method and its measurements correlate with the traditional spline ring gage sizing method.
TECHNICAL ARTICLES | 1985-03-01

Hard Gear Processing with Skiving Hobs

As we approach the problem of hard gear processing, it is well to take a look at the reason for discussing it at this time. In our present economic atmosphere throughout the world, more and more emphasis is being placed upon efficiency which is dictated by higher energy costs.
TECHNICAL ARTICLES | 1985-03-01

Tooth Forms for Hobs

The gear hobbing process is a generating type of production operation. For this reason, the form of the hob tooth is always different from the form of the tooth that it produces.
TECHNICAL ARTICLES | 1985-01-01

Computer Aided Design (CAD) of Forging and Extrusion Dies for the Production of Gears by Forming

Material losses and long production times are two areas of conventional spur and helical gear manufacturing in which improvements can be made. Metalforming processes have been considered for manufacturing spur and helical gears, but these are costly due to the development times necessary for each new part design. Through a project funded by the U.S. Army Tank - Automotive Command, Battelle's Columbus Division has developed a technique for designing spur and helical gear forging and extrusion dies using computer aided techniques.
TECHNICAL ARTICLES | 1985-01-01

The Effect of Lubricant Traction On Wormgear Efficiency

The effect of various lubricant factors on wormgear efficiency has been evaluated using a variety of gear types and conditions. In particular, the significant efficiency improvements afforded by certain types of synthetic lubricants have been investigated to determine the cause of these improvements. This paper describes broad wormgear testing, both in the laboratory and in service, and describes the extent to which efficiency can be affected by changes in the lubricant; the effects of viscosity, viscosity index improvers and, finally, synthetic lubricants are discussed. The work concludes that lubricant tractional properties can play a significant role in determining gear efficiency characteristics.
TECHNICAL ARTICLES | 1985-01-01

High Power Transmission with Case-hardened Gears and Internal Power Branching

In the field of large power transmission gear units for heavy machine industry, the following two development trends have been highly influential: use of case hardened gears and a branching of the power flow through two or more ways.
TECHNICAL ARTICLES | 1985-01-01

Analyzing Gear Tooth Stress as a Function of Tooth Contact Pattern Shape and Position

The development of a new gear strength computer program based upon the finite element method, provides a better way to calculate stresses in bevel and hypoid gear teeth. The program incorporates tooth surface geometry and axle deflection data to establish a direct relationship between fillet bending stress, subsurface shear stress, and applied gear torque. Using existing software links to other gear analysis programs allows the gear engineer to evaluate the strength performance of existing and new gear designs as a function of tooth contact pattern shape, position and axle deflection characteristics. This approach provides a better understanding of how gears react under load to subtle changes in the appearance of the no load tooth contact pattern.
TECHNICAL ARTICLES | 1984-10-01

Endurance Limit for Contact Stress in Gears

With the publishing of various ISO draft standards relating to gear rating procedures, there has been much discussion in technical papers concerning the various load modification factors. One of the most basic of parameters affecting the rating of gears, namely the endurance limit for either contact or bending stress, has not, however, attracted a great deal of attention.
TECHNICAL ARTICLES | 1984-10-01

Cone Drive Double Enveloping Worm Gearing Design and Manufacturing

Worm gearing is of great antiquity, going back about 2100 years to Archimedes, who is generally acknowledged as its inventor. Archimedes' concept used an Archimedial spiral to rotate a toothed wheel. Development of the worm gearing principle progressed along conventional lines until about 500 years ago when Leonardo DaVinci evolved the double enveloping gear concept.
TECHNICAL ARTICLES | 1984-10-01

Gear Generating Using Rack Cutters

Universal machines capable of cutting both spur and helical gears were developed in 1910, followed later by machines capable of cutting double helical gears with continuous teeth. Following the initial success, the machines were further developed both in England and France under the name Sunderland, and later in Switzerland under the name Maag.
TECHNICAL ARTICLES | 1984-10-01

Scoring Load Capacity of Gears Lubricated with EP-Oils

The Integral Temperature Method for the evaluation of the scoring load capacity of gears is described. All necessary equations for the practical application are presented. The limit scoring temperature for any oil can be obtained from a gear scoring test.
TECHNICAL ARTICLES | 1984-10-01

Austempered Ductile Iron: Technology Base Required for an Emerging Technology

This paper addresses Austempered Ductile Iron (ADI) as an emerging Itechnology and defines its challenge by describing the state-of-the-art of incumbent materials. The writing is more philosophical in nature than technical and is presented to establish a perspective.
TECHNICAL ARTICLES | 1984-10-01

Design of Involute Gear Teeth

In designing involute gear teeth, it is essential that the fundamental properties of the involute curve be clearly understood. A review of "the Fundamental Laws of the Involute Curve" found in last issue will help in this respect. It has previously been shown that the involute curve has its origin at the base circle. Its length, however, may be anything from zero at the origin or starting point on to infinity. The problem, therefore, in designing gear teeth, is to select that portion of the involute, which will best meet all requirements.
TECHNICAL ARTICLES | 1984-08-01

Precision Forged Spiral Bevel Gears

A recent U.S. Army Tank-Automotive Command project, conducted by Battelle's Columbus Laboratories. successfully developed the methodology of CAD/CAM procedures for manufacturing dies (via EDM) for forging spiral bevel gears. Further, it demonstrated that precision forging of spiral bevel gears is a practical production technique. Although no detailed economic evaluation was made in this study, it is expected that precision forging offers an attractive alternative to the costly gear cutting operations for producing spiral bevel gears.
TECHNICAL ARTICLES | 1984-08-01

Identification and Correction of Damaging Resonances in Gear Drives

As a result of extensive research into the vibration characteristics of gear drives, a systematic approach has evolved, by which damaging resonances can be eliminated. The method combines finite element techniques with experimental signature and modal analyses. Implementation of the bulk of the method can be carried out early in the design stage. A step-by-step description of the approach, as it was applied to an existing accessory drive, is given in the text. It is shown how premature bearing failures were eliminated by detuning the torsional oscillations of a gearshaft. A dramatic reduction in vibration levels was achieved as a result of detuning the problem gear. The proposed approach can be extended to other types of rotating machines.
TECHNICAL ARTICLES | 1984-08-01

Maximum Surface Temperature of the Thermoplastic Gear in a Non-Lubricated Plastic-Steel Gear Pair

One of the major problems of plastic gear design is the knowledge of their running temperature. Of special interest is the bulk temperature of the tooth to predict the fatigue life, and the peak temperature on the surface of the tooth to avert surface failure. This paper presents the results of an experimental method that uses an infrared radiometer to measure the temperature variation along the profile of a plastic gear tooth in operation. Measurements are made on 5.08, 3.17, 2.54, 2.12 mm module hob cut gears made from nylon 6-6, acetal and UHMWPE (Ultra High Molecular Weight Polyethylene). All the tests are made on a four square testing rig with thermoplastic/steel gear pairs where the plastic gear is the driver. Maximum temperature prediction curves obtained through statistical analysis of the results are presented and compared to data available from literature.
TECHNICAL ARTICLES | 1984-08-01

Economics of CNC Gear Gashing vs. Large D.P. Hobbing

Gear gashing is a gear machining process, very much like gear milling, utilizing the principle of cutting one or more tooth (or tooth space) at a time. The term "GASHING" today applies to the roughing, or roughing and finishing, of coarse diametral pitch gears and sprockets. Manufacturing these large coarse gears by conventional methods of rough and finish hobbing can lead to very long machining cycles and uneconomical machine utilization.
TECHNICAL ARTICLES | 1984-08-01

Determination of Gear Ratios

Selection of the number of teeth for each gear in a gear train such that the output to input angular velocity ratio is a specified value is a problem considered by relatively few published works on gear design.
TECHNICAL ARTICLES | 1984-05-01

Single Flank Testing of Gears

Presumably, everyone who would be interested in this subject is already somewhat familiar with testing of gears by traditional means. Three types of gear inspection are in common use: 1) measurement of gear elements and relationships, 2) tooth contact pattern checks and 3) rolling composite checks. Single Flank testing falls into this last category, as does the more familiar Double Flank test.
TECHNICAL ARTICLES | 1984-05-01

Advantages of Titanium Nitride Coated Gear Tools

A brief introduction to the subject of Thin Film Coatings and their application to gear hobs and shaper cutters is followed by a detailed description of the Chemical Vapor Deposition Process and the Physical Vapor Deposition Process. Advantages and disadvantages of each of these processes is discussed. Emphasis is placed upon: application engineering of coated gear tools based on laboratory and field test results. Recommendations are suggested for tool design improvements and optimization of gear cutting operations using coated tools. Productivity improvements potentially available by properly utilizing coated tools are considered in terms of both tool cost and machining cost.
TECHNICAL ARTICLES | 1984-05-01

CNC Controlled CBN Form Grinding

Borazon is a superabrasive material originally developed by General Electric in 1969. It is a high performance material for machining of high alloy ferrous and super alloy materials. Borazon CBN - Cubic Born Nitride - is manufactured with a high temperature, high pressure process similar to that utilized with man-made diamond. Borazon is, next to diamond, the hardest abrasive known; it is more than twice as hard as aluminum oxide. It has an extremely high thermal strength compared to diamond. It is also much less chemically reactive with iron, cobalt or nickel alloys.
TECHNICAL ARTICLES | 1984-05-01

Optimum Number of Teeth for Span Measurement

An expression is derived, giving the optimum number of teeth over which the span measurement should be made, for profile-shifted spur and helical gears.
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