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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.
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.
How does one perform a contact analysis for worn gears? Our expert responds.
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.
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.
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.
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.
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.
Photography is an essential part of gear failure analysis. It not only provides a fast, convenient way to accurately document the appearance of gear failure, but also is an effective diagnostic tool because the magnification obtained through photographic enlargement and slide projection often discloses evidence that may have been missed if the gears were not photographed.
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.
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.
Tooth contact under load is an important verification of the real contact conditions of a gear pair and an important add-on to the strength calculation according to standards such as ISO, AGMA or DIN. The contact analysis simulates the meshing of the two flanks over the complete meshing cycle and is therefore able to consider individual modifications on the flank at each meshing position.
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.
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.
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.
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.
"Gear Train" is a new Gear Technology section focusing on training and education in the gear industry. For the first installment, we've focused on AGMA's online and video training programs.
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).
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.
The author has written this book primarily from the viewpoint of analyzing vibrations on heavy industrial and mill gearing that may have been in service for a prolonged time. The purpose is to diagnose problems, especially the source or cause of failure. However, the principles and analysis techniques can be used for all types and sizes of gears, as well as for gear noise analysis.
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.
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.
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.
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.
"General Explanations on Theoretical Bevel Gear Analysis" is part 1 of an eight-part series from Gleason's Dr. Hermann Stadtfeld.
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.
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.
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.
I. Inspect failed components as soon as possible. If an early on-site inspection is not possible, someone at the site must preserve the evidence based on your instructions.
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.
If you want to find the secrets of the universe, think in terms of energy, frequency and vibration. — Nikola Tesla
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.
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.
Over the last 15 years, there has been significant growth in the number of transmission types as well as their complexity: manual, conventional automatic, dual clutch, automated manual, continuously variable, split power and pure EV transmissions.
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.
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.
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.
New software from AGMA helps gear designers calculate geometry and ratings for all types of bevel gears.
The effect of load speed on straight and involute tooth forms is studied using several finite-element models.
Questions: I have heard the terms "safety factor," "service factor," and "application factor" used in discussing gear design. what are these factors an dhow do they differ from one another? Why are they important?
Much of the information in this article has been extracted from an AGMA Technical Paper, "What Single Flank Testing Can Do For You", presented in 1984 by the author
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.
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.
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.
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.
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.
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.
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.
A good many things bother me about election years - the annoying sound bites, the negative commercials, the endless political over-analysis. But what bothers me most about the coming election is this: So far (when I'm writing this, it's admittedly early in the campaign) there's little or no talk about what is one of the most critical national issues of the next thirty years - our growing government debt.
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.
At the next meeting of your association's marketing committee, notice what happens. The rate of taking notes increases dramatically when the market analysis and international trade trends reports begin. Even with the handouts to match the overhead projections of numbers, the audience's pace is furious. This is vital, apparently hard-to-come-by information, and no one wants to miss out. Almost all of the information comes from one source, yet the data offered is only one small dip from an enormous treasure chest - the U.S. Government.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
The AGMA Fall Technical Meeting provides an opportunity to share ideas with others on the design, analysis, manufacturing and application of gears, gear drives, and related products, as well as associated processes and procedures.
The authors have developed a rack-type rolling process in which a rack tool is used to roll gear teeth. The results and analysis show that the proposed method reduces errors.
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.
MASTA 4.5.1 models complete transmissions and includes 3-D stress analysis.
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.
The cost of teaching salesmen the ins and outs of gearing has proven to be expensive. Your journal is Just what we have been looking for. We found your article on lubrication analysis on gearing very interesting. More on the basics and more on lubrication would be appreciated.
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.
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.
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.
Since we are a high volume shop, we were particularly interested in Mr. Kotlyar's article describing the effects of hob length on production efficiency which appeared in the Sept/Oct issue of Gear Technology. Unfortunately, some readers many be unnecessarily deterred from applying the analysis to their own situations by the formidabilty of the mathematical calculations. I am making the following small suggestion concerning the evaluation of the constant terms.
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.
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.
Klingelnberg measuring centers eliminate trial-and-error with modern analysis tools.
The following article is concerned with the analysis of the wear-reducing effect of PVD-coatings in gearings. Standardized test methods are used, which under near-real conditions enable statements to be made about the different forms of damage and wear (micropitting, macropitting, scuffing).
Would you like to be able to see the condition of the gears in your transmissions without having to open the box and physically examine them? There is a way, and not too many people know about it. It's called Wear Particle Analysis, or ferrography, and it is just starting to get noticed.
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.
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.
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