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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.
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.
Carburized and hardened gears have optimum load-carrying capability. There are many alternative ways to produce a hard case on the gear surface. Also, selective direct hardening has some advantages in its ability to be used in the production line, and it is claimed that performance results equivalent to a carburized gear can be obtained. This article examines the alternative ways of carburizing, nitriding, and selective direct hardening, considering equipment, comparative costs, and other factors. The objective must be to obtain the desired quality at the lowest cost.
From time to time, the editors of "Shop Floor" receive correspondence from readers relating to particular articles they have written for past issues. As one of the purposes of this column is to provide a forum for the exchange of ideas, we reproduce here two of these letters and their replies. The subject of the first is the functional measurement of gears. (See Gear Technology, Sept/Oct, 1991, p. 17) Robert E. Smith writes the reply.
"Opportunity is the start of great enterprises." said the Greet statesman Demosthenes, and what was true 2300 years ago is no less true now. Plenty of opportunities which can grow into great - and successful - enterprises are waiting for us right now if we only have the foresight to take advantage of them.
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.
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.
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?
How do we know when the gear material we buy is metallurgically correct? How can we judge material quality when all gear material looks alike?
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.
Temperature Induced Dimensional Changes Temperature causes various materials to change size at different rate, known as their Coefficients of Expansion (COE). The effects of this phenomenon on precision dimensional measurements are continuous and costly to industry. Precautions can be taken to allow parts and gages to temperature stabilize before conducting gage R & R studies, but the fact remains that on the shop floor temperatures vary all the time. The slow pace at which industry has accepted this reality probably has to do with the subtlety of these tiny size variations and our inability to sense gradual, but significant temperature changes.
The 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.
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.
Dear Editor: In Mr. Yefim Kotlyar's article "Reverse Engineering" in the July/August issue, I found an error in the formula used to calculate the ACL = Actual lead from the ASL = Assumed lead.
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.
Question: When evaluating charts from a gear inspection machine, it is sometimes found that the full length of the profile traces vary, and that sometimes they are less than the length of active profile (above start of active profile-SAP) by up to 20%. This condition could be caused by a concentricity error between tooth grinding and shaping, or by unequal stock removal when grinding. (See Fig. 1.) Is it possible that some of the variation is coming from the inspection machine? How can variation from the inspection machine be reduced?
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
Of timing is crucial in the successful implementation of good ideas, then now is the time to reinstate a good idea that fell into disfavor in the mid-1980s. Now is the time to include the investment tax credit as part of whatever inevitable tax structure tinkering is going to take place during this election year.
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.
Question: What is functional measurement and what is the best method for getting truthful answers?
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.
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.
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.
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).
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.
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.
The passage last year of both NAFTA and GATT has gone a long way toward leveling the playing field for American manufacturers and other hoping to compete in the global economy. Add to this news the fact that the domestic economy keeps growing, and it seems as though good times are ahead for the gear industry.
Gear design has long been a "black art." The gear shop's modern alchemists often have to solve problems with a combination of knowledge, experience and luck. In many cases, trial and error are the only effective way to design gears. While years of experience have produced standard gearsets that work well for most situations, today's requirements for quieter, more accurate and more durable gears often force manufacturers to look for alternative designs.
Getting and keeping a work force capable of meeting the demands of the 21st century is one of the key challenges most U.S. manufacturers face today. That's not even news anymore. I - and others - have been talking about it in editorials and speeches for ten years now. It's also not news that the job is a tough one and that industry-wide response often has not been particularly effective.
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?
In this issue of Gear Technology, we are focusing on using computers to their greatest advantage in gear design and manufacturing. In a sense, that's old news. It's a cliche to suggest that computers make our work life easier and more productive. No company that wishes to remain competitive in today's global manufacturing environment can afford to be without computers in all their manifestations. We need them in the office; we need them next to our desks in place of drafting boards; we need them on the shop floor.
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.
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."
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.
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.
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.
"More than half our young people leave school without the knowledge or foundation required to find and hold a job." according to a 1991 report from the U.S. Dept. of Labor. A huge gap exists between the needs of employers (especially in manufacturing) and the training received by most high school students.
"God is in the details," says the philosopher. What he meant was that on the scale of the universe, it's not just the galaxies, the planets, the mountain ranges, or the major rivers that are important. So are the subatomic particles and the genes. It's the little things that make all the difference.
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
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.
"We have met the enemy and he is us," says Pogo, the cartoon character. The enemy is the crisis in our educational system, and "crisis" is the only term that accurately describes the situation. It is every bit as serious, if not more so, than the crisis that followed the Soviet launching of Sputnik in 1957 - and for many of the same reasons. Our failing public education system threatens our position int he global political and business arenas; and this time, it's not just the Soviets or the Japanese who need to be taken seriously as competitors. Every country int he world that graduates better prepared students than we do - and there are a great many of them - has us at a competitive disadvantage.
This issue's editorial is a reprint of the keynote address given by Michael Goldstein at the Computer Aided Gear Design Seminar held at the University of Northern Iowa, Cedar Falls, IA on November 9, 1987.
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.
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.
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.
A few years ago, during a presidential election campaign, I saw an editorial cartoon that depicted a man standing outside a voting booth with a bemused expression on his face. Over the door to the booth was a quotation from Dante: "Abandon hope, all ye who enter here." Unfortunately for all of us, the grim jest is just as timely now. Once again, when we make our choice for president this year, the pick seems to be between Mr. Well-He's-Not-Actually-Awful and Mr. At-Least-He's-Not-The-Other-Guy. A candidate who can arouse truly positive and hopeful feelings in the electorate is once again not on the ballot.
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.
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.
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.
Joe Arvin comments on his recent trip to Scandinavia and how U.S. defense dollars are being spent overseas. J.D. Smith responds to an article on gear noise from the previous issue.
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.
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.
The modern day requirement for precision finished hobbed gears, coupled with the high accuracy characteristics of modern CNC hobbing machines, demands high tool accuracy.
How is it that we woke up one day in the early 1980s to find that apparently American industry was suddenly inefficient, our workforce unproductive and our management inept? Almost overnight industry found its sales dropping dramatically, while for many companies foreign competition became excruciatingly intense. This sudden change in the economic climate proved fatal for many companies and has been nearly as hard on our collective morale. In a country used to winning, we began to hear ourselves talked of as losers.
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.
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.
Taxes may be one of the only two sure things in life, but that doesn't make them popular. Nobody is happy to pay them, and the bigger the amount due, the unhappier the taxpayer. Conversely, politicians know that coming out in favor of a tax cut is the equivalent of voting for apple pie and motherhood. It's a sure-fire success at the ballot box.
Runout is a troublemaker! Good shop practice for the manufacture or inspection of gears requires the control of runout. Runout is a characteristic of gear quality that results in an effective center distance variation. As long as the runout doesn't cause loss of backlash, it won't hurt the function of the gear, which is to transmit smooth motion under load from one shaft to another. However, runout does result in accumulated pitch variation, and this causes non-uniform motion, which does affect the function of the gears. Runout is a radial phenomenon, while accumulated pitch variation is a tangential characteristic that causes transmission error. Gears function tangentially. It is also possible to have a gear with accumulated pitch variation, but little or no runout.
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.
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.
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.
Question: I have just become involved with the inspection of gears in a production operation and wonder why the procedure specifies that four involute checks must be made on each side of the tooth of the gear being produced, where one tooth is checked and charted in each quadrant of the gear. Why is this done? These particular gears are checked in the pre-shaved, finish-shaved, and the after-heat-treat condition, so a lot of profile checking must be done.
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.
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.
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.
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.
Expertise is a resource that's hard to sustain. We're doing our part via our "Ask the Expert" feature. How about you?
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.
Gleason's GMS analytical gear inspection systems provide all the right features at Eaton Corp.
How well you conduct your inspections can be the difference-maker for securing high-value contracts from your customers. And as with most other segments of the gear industry, inspection continues striving to attain “exact science” status. With that thought in mind, following is a look at the state of gear inspection and what rigorous inspection practices deliver—quality.
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.
Our experts discuss runout and helix accuracy, as well as the maximum number of teeth in a shaper cutter.
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.
Question: We are interested in purchasing our first gear hobbing machine. What questions should we ask the manufacturer, and what do we need to know in order to correctly specify the CNC hardware and software system requirements?
Previews of manufacturing technology related to gears that will be on display at IMTS 2012.
The two candidates in the upcoming presidential election offer two distinctly different approaches to solving America’s economic problems -- neither of which is likely to be successful
Three experts tackle the question of profile shift in this issue's edition of "Ask the Expert."
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.
Publisher Michael Goldstein is confident that the manufacturing economy will continue to grow throughout next year, no matter who wins the 2012 presidential election.
The past several months have been filled with uncertainty. Everyone wanted to wait and see who would be our next president and how the political landscape might change. Now the elections are over, and the polls are all closed, so we should all be getting back to business, right? Publisher Michael Goldstein shares insight from our state-of-the-gear-industry survey.
The complete Industry News section from the October 2012 issue of Gear Technology.
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.
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.
In our never-ending quest to bring our readers information about he unusual, the unique and-dare we say it?-the bizarre, the Addendum Staff has traveled for this issue to the wilds of Darkest Tennessee and the Museum of Appalachia. This museum of Appalachian fold art, crafts and history is located in Norris, TN, about 16 miles north of Knoxville. Among the 250,000 items collected by the museum's founder, John Rice Irwin, is a "thing," a "contraption," an "objet trouve"; to wit, Asa Jackson's mysterious machine.
Computers are everywhere. It's gotten so that it's hard to find an employee who isn't using one in the course of his or her day - whether he be CEO or salesman, engineer or machinist. Everywhere you look, you find the familiar neutral-colored boxes and bright glowing screens. And despite the gear industry's traditional reluctance to embrace new technology, more and moe of what you find on those screens are gears.
Gearing is a self-training course for teaching the basic fundamentals of gears and gearing to those totally unfamiliar with the subject.
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.
So, you've been assigned the task to buy an induction heating system for heat treating: It's an intimidating, but by no means impossible, assignment. With the help of the information in this article, you could be able to develop common ground with your supplier and have the tools to work with him or her to get the right machine for your jobs.
In the approximately 15 years that I have been writing editorials for Gear Technology, I've purposely avoided certain topics. Sex, religion and my own used gear machinery business are among the subjects that have always been off limits. But with this issue, I'm going to break one of my long-standing taboos by talking politics.
Let's face it. The Internet is still, to many of us, exciting, confusing, terrifying and frustrating by turns. The buzzwords change so fast that even the most high tech companies have a hard time keeping up. Cyberspace. Firewall, Java. E-commerce. The list goes on.
It wasn’t so very long ago that a high school-educated, able-bodied person with a will to work typically had little trouble finding a decent job in manufacturing. Whether at an area job shop, an OEM plant or auto plant—work was to be had. Work that paid well enough to marry, buy a home, feed, raise and educate a family—with even enough left over for a modest retirement pension.
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.
The hob is a perfect example of how a little manufacturing ingenuity can make a reliable, highly productive cutting tool. It's an engineering specimen that creates higher cutting speeds, better wear resistance and increases rigidity. The cutting tool alone, however, can't take all the credit for its resourcefulness. Advanced coating technology from companies like Sulzer, Oerlikon Balzers, Ionbond, Seco Tools and Cemecon helps improve cutting tools by reducing overall costs, increasing tool life and maintaining the highest levels of productivity. The following is a quick recap of new technologies and the latest information in the coating market.
Like many Americans, I've been trained with the idea that those who see a problem should be the ones responsible for helping to solve it. If you see that something is broken, and you know how to fix it, don't wait for your dad, your boss or the government to tell you what to do. Just fix it.
The complete Industry News section from the March/April 2013 issue of Gear Technology.
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.
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.
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.
In this article we will characterize the nitride layers that are generated by different nitriding processes and compare their respective wear characteristics.
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.
This paper examines the expanding capabilities of induction hardening of gears through methods like spin hardening or tooth-by-tooth techniques.
Mitutoyo offers capable, affordable and flexible gear inspection option via coordinate measuring machines and gear inspection software.
The complete Industry News section from the November/December 2012 issue of Gear Technology.
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.
"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.
Our experts tackle the topic of measuring involute masters, including both master gears and gear inspection artifacts.
A sampling of newsletter articles and videos related to gear manufacturing from March/April 2013.
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.
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.
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.
Today motion control systems are migrating from analog to digital technology at an ever increasing rate because digital technology at an ever-increasing rate because digital drives provide performance equal to or exceeding that of analog drives, plus information to run your machine more effectively and manage your quality program and your business. Most of this data is simply not available from analog drives.
Information is the name of the game in the 90s. We need more of it; we need it faster; and we need it in infinitely manipulatable and user-friendly form. In many cases, getting it that way is still something of a Holy Grail, somewhere off on the distant horizon. But thanks to computer technology, bit by byte, we're getting there.
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.
The American Society of Mechanical Engineers (ASME) announced at Gear Expo '95 that a national service for the calibration of involute artifacts is now available at the Department of Energy's Y-12 Plant in Oak Ridge, TN.
AGMA has an excellent Training School for Gear Manufacturing. It's a great product providing a great service to the gear industry. Thus far we've educated 117 employees from 71 companies; students range from new hires with no experience to company presidents. Essentially every class since December, 1992, has been sold out.
Earlier this year, a relative of mine, Sidney Mandell, tragically passed away. I had the good fortune to serve with Sidney on the Board of Directors and the Executive Committee of the Machinery Dealers National Association (MDNA). Though he started before me, his MDNA career and mine overlapped for about 2 years. As I think back on the many things I learned form him, one of his favorite phrases keeps come to mind: "We walk in the footsteps of those who have gone before us."
The word gear, in various forms, has been in use since around A.D. 1200, according to the Oxford English Dictionary. Last issue we brought you Shakespearean gears. Now we'd like to show you some of the uses Americans have given our favorite word (from the Random House Dictionary of American Slang).
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.
Question: We just received permission to purchase our first CNC gear inspection system. With capital approvals so hard to come by, especially for inspection equipment, I want to be sure to purchase a system I can count of for years to come. My past experience with purchasing CNC equipment has shown me that serviceability of the computer and the CNC controller portion of the system can be a problem in just a few years because of the obsolescence factor. What information do I need to look for when selecting a supplier to reduce the risk of obsolescence, as well as to reduce the long-term servicing costs in the computer and controls portion of the system?
Today gear drive operations have several options when selecting the proper lubricant for their gearboxes. As in the past, the primary lubricant used for gearbox lubrication is mineral oil. But with the advances in technology, synthetic hydrocarbons (PAOs) and polyglycols show very specific advantages in certain applications. With gear drives becoming more and more precise, it is now also to the benefit of the gear operator to verify that he or she has the proper additive package and viscosity in the lubricant selected. Fig. 1 shoes that a gear oil is a combination of a base oil and specific additives. The base oils can be either mineral oil, a synthetic or even in some cases a combination of the two.
Question: When we purchase our first CNC gear hobbing machine, what questions should we ask about the software? What do we need to know to correctly specify the system requirements?
Myth No. 1: Oil Is Oil. Using the wrong oil is a common cause of gear failure. Gears require lubricants blended specifically for the application. For example, slow-speed spur gears, high-speed helical gears, hypoid gears and worm gears all require different lubricants. Application parameters, such as operating speeds, transmitted loads, temperature extremes and contamination risks, must be considered when choosing an oil. Using the right oil can improve efficiency and extend gear life.
Okay, so you want to make some high quality gears for your customers, and you want to make a profit for your company, but you don't want to make a mess of the environment. What can you do?
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.
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.
Question: We are contemplating purchasing a hobbing machine with dry hobbing capabilities. What do we need to know about the special system requirements for this technology?
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.
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.
Gleason Corporation has announced that agreement has been reached on all terms to acquire for approximately $36 million in cash the Hermann Pfauter Group, including, among other operations, Hermann Pfauter GmbH & Co., a privately held leading producer of gear equipment based in Ludwigsburg, Germany; its 76% interest in Pfauter-Maad Cutting Tools, a leading cutting tool manufacturer basked in Loves Park, IL; and Pfauter-Maag management's 24% ownership interest in that company. The acquisition includes all assets and liabilities, including the assumption of approximately $56 million in bank debt.
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%.
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.
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.
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.
A fundamental characteristic of the gear industry is that it is capital intensive. In the last decade, the gear manufacturing industry has been undergoing an intense drive toward improving and modernizing its capital equipment base. The Department of Commerce reports that annual sales of gear cutting equipment have increased nearly 60% since 1990. While this effort has paid off in increased competitiveness for the American gear industry, it is important to remember that there is another capital crucial to manufacturing success - "human capital."
Economic times are good right now in America and in the gear industry. We're in the seventh year of an up cycle. The tough shake-outs of the 1980s and early 90s are over. Orders are up. Backlogs are at comfortable levels. We're looking at what promises to be the biggest, most successful trade show in the industry's history coming up in Detroit in October. The most pressing question on the immediate horizon seems to be "How long can the good times go on?"
In 1993, M & M Precision Systems was awarded a three-year, partial grant from the Advanced Technology Program of the Department of Commerce's National Institute of Standards and Technology (NIST). Working with Pennsylvania State University, M&M embarked on a technology development project to advance gear measurement capabilities to levels of accuracy never before achieved.
Many potential problems are not apparent when using new induction heat treating systems. The operator has been trained properly, and setup parameters are already developed. Everything is fresh in one's mind. But as the equipment ages, personnel changes or new parts are required to be processed on the old equipment ages, personnel changes or new parts are required to b processed on the old equipment, important information can get lost in the shuffle.
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.
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.
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.
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.
In July of 1996 we introduced the gear community to the Internet in these pages through the Gear Industry Home Page (GIHP). This electronic buyers guide for gear machine tools, tooling, accessories and services has proven to be more popular than we could have envisioned. In our first month, we had over 3,000 hits, and in our third month, we have over 4,500. By our fourth month, we topped the 7,000 mark, and we are on our way to 11,000 hits in November. As our advertisers develop their own home sites in order to offer layers of information about their companies, their products and services, we expect this activity will increase even more.
Long-time readers of these pages will know that I have always felt strongly about the subject of professional education. There's nothing more important for an individual's career development than keeping up with current technology. likewise, there's nothing more important that a company can do for itself and it employees than seeing to it they have the professional education they need. Giving people the educational tools they need to do their jobs is a necessary ingredient for success.
Design Problem: Develop a gear drive for a pedal-powered water craft that will be easy to manufacture, use and maintain; that will be lightweight enough for the boat to be portable; and that will eliminate the environmental risk of lubricants leaking into the water.
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.
Inviting an American shipbuilding industry official to discuss the subject of meeting foreign competition is like inviting Jackie Gleason to speak on dieting. I am painfully aware of the commercial shipbuilding industry situation. Let me tell you a little about it.
With all the work in transmission development these days, the demand for automobile transmission gears should remain strong for several years, but suppliers will have to be as flexible as possible to keep up with the changes.
News from the major automakers and transmission suppliers.
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.
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.
Molded plastic gears have very little in common with machined gears other than the fact that both use the involute for conjugate action.
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.
A study was conducted to isolate the influence of pre-rough machine processing on final dimensional distortion.
But associations and grassroots organizations lack public awareness.
We asked Fred Young, president of Forest City Gear Co., to answer some of the gear industry's burning questions.
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.
Many engineers and purchasing agents think it is more expensive to custom design a component or assembly these days when often customization can save on total costs.
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.
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.
For many in the gear and gear products business, these may seem like the best of times...
Transmission error (TE) is recognized as one of the most important causes of gear acoustic emissions...
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.
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.
More strength, less noise. Those are two major demands on gears, including bevel and hypoid gears.
Influences of Load Distribution and Tooth Flank Modifications as Considered in a New, DIN/ISO-Compatible Calculation Method
If you've read any business publications lately, chances are you've seen an article or two covering language and cultural barriers in the global marketplace.
There's a monster under the bed of the nation's economy. It has the same power over many adults as a child's nightmare.
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.
The status on traceability of gear artifacts in the United States.
As much as we live, breathe, and sleep gears, there aren't too many of us who actually wear gears.
Alternative business strategies from some alternative gear manufacturers.
State Schools Lack Funding. Who Loses? We all do.
Laminated spur gears with one-tooth pinions can be an alternative to spur gears.
This article covers preventive maintenance and modification to machinery to induction harden different types of gear.
Heat treating and quenching are arguably the most critical operations in the manufacture of gears. This article examines causes of distortion in heat treating and quenching.
This paper discusses the influence of tip relief, root relief, load modification, end relief and their combinations on gear stresses and transmission errors due to shaft deflections.
The German National Metrology Institute has developed a novel calibration concept that allows for highly accurate calibration of product-like artifacts.
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.
Conical involute gears (beveloids) are used in transmissions with intersecting or skewed axes and for backlash-free transmissions with parallel axes.
This article reviews mathematical models for individual components associated with power losses, such as windage, churning, sliding and rolling friction losses.
Much has happened since we last reported on the malfunctioning solar array rotary joint (SARJ) attached to the International Space Station. Space shuttle Endeavour dropped in for a two-week visit in November during which repairs were made and invaluable data collected.
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.
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.
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.
In the past, the coffee breaks and dinner events at Sigma Pool’s gear seminars have often triggered future process development and product improvements. This was still the case during the 2009 installment where customers and suppliers talked shop inside and outside the banquet hall on the new market and technology challenges currently facing the gear industry.
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.
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
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.
Your May/June issue contains a letter from Edward Ubert of Rockwell International with some serious questions about specifying and measuring tooth thickness.
"Magnetic Filtration" and "Better Blanking from Bar-Stock"
What do glam and avant garde rock star Brian Eno, AGMA and Seattle Gear Works have in common? Admittedly, not much. But there is a connection of sorts.
When Belgium-based Hansen Transmissions was under the ownership of Invensys plc in the late 1990s, the parent company was dropping not-so-subtle hints that the industrial gearbox manufacturer was not part of its long-term plans. Yet Hansen’s CEO Ivan Brems never dreamed that, less than a decade later, he would be working for an Indian company.
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.
Over many years of being in the machine tool business, it has been interesting to observe the way we suppliers are forced to quote and sell machine tools to many large companies.
What does it mean to make "better" gears? Better gears more closely resemble the intended design parameters.
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.
Excess lubricant supply in gearing contributes to power loss due to churning as well as the requirements of the lubrication system itself. Normally, a much larger amount of oil than required is used for cooling because so much of it is thrown away by centrifugal force. To lower the amount of lubricant required and reduce those losses, it is necessary to discover the ideal location of the supplying nozzle.
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.
When you push 850 horsepower and 9,000 rpm through a racing transmission, you better hope it stands up. Transmission cases and gears strewn all over the racetrack do nothing to enhance your standing, nor that of your transmission supplier.
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.
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.
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).
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.
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.
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.
Big gears and wind turbines go together like bees and honey, peas and carrots, bread and butter and—well, you get the idea. Wind isn’t just big right now, it’s huge. The wind industry means tremendous things for the energy dependent world we live in and especially big things for gear manufacturers and other beleaguered American industries.
On a highway, a compact pick-up truck struggles to tow a 30-foot boat up a steep grade. Inside the pick-up, the owner curses himself. He saved money leasing a smaller truck but sees now that he really needed a bigger, pricier vehicle, one suitable for this job.
Gear metrology is a revolving door of software packages and system upgrades. It has to be in order to keep up with the productivity and development processes of the machines on the manufacturing floor. Temperature compensation, faster inspection times and improved software packages are just a few of the advancements currently in play as companies prepare for new opportunities in areas like alternative energy, automotive and aerospace/defense.
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.
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.
For years, politicians, educators and business leaders have generated various ideas to revitalize U.S. manufacturing and engineering. These include manufacturing initiatives, internal training programs and an emphasis on science, technology, engineering and mathematics (STEM) in the classroom. The declining expertise in these fields, however, continues to be a growing problem in every facet of manufacturing and engineering.
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).
This article was originally published 20 years ago, in Gear Technology’s first issue. It describes a method of evaluating the smoothness, or lack of smoothness, of gear motion. This lack of smoothness of motion, known as “transmission error,” is responsible for excitation of gear noise and problems of gear accuracy and sometimes has a relationship to gear failure.
"Frenco--Inspecting All Flanks in Minutes."
Much information has been written on gear inspection, analytical. functional. semiautomatic and automatic. In most cases, the charts, (if you are lucky enough to have recording equipment) have been explained.
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.
A graphical procedure for selecting optimum combinations of profile and lead modifications.
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.
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.
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.
The objective, according to Dr.- Ing. Hansjörg Geiser, head of development and design for gear machines at Liebherr, was to develop and design a combined turning and hobbing machine in which turning, drilling and hobbing work could be carried out in the same clamping arrangement as the hobbing of the gearings and the subsequent chamfering and deburring processes.
An American renaissance in manufacturing is needed—and long overdue.
John P. Walter and Abby Dress analyze the challenges facing America's manufacturers to remain competitive in a global environment.
In the wide, wide world of moving parts, the gears required for the big jobs—the really big jobs—often experience big problems. Proper lubrication of these gears is paramount in industrial applications such as wind turbines, kilns, sugar mills, crushers, heavy construction, offshore drilling rigs, mining and quarrying.
The latest in big gear machining with DMG/Mori Seiki.
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.
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.
We talked energy efficiency with some major players in the lubricants industry— but with a focus on their products’ impact regarding energy efficiency of gears and gearboxes in wind turbines.
Meeting the many challenges of large gear inspection.
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.
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.
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.
Make no mistake -- lean manufacturing is here to stay. And no wonder. As a fiercely competitive global economy continues to alter companies’ “Main Street” thinking, that relatively new dynamic is spurring the need for “I-need-it-yesterday” production output. And for increasingly more industries -- big or small -- that means getting as lean as you can, as fast as you can.
A reader clarifies technology presented in the March/April 2011 issue.
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.
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.
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.
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.
Until recently, form gear grinding was conducted almost exclusively with dressable, conventional abrasive grinding wheels. In recent years, preformed, plated Cubic Boron Nitride (CBN) wheels have been introduced to this operation and a considerable amount of literature has been published that claim that conventional grinding wheels will be completely replaced in the future. The superior machining properties of the CBN wheel are not disputed in this paper.
At the present time, technology seems to be moving faster than our ability to educate people in its utilization. this is particularly true of the manufacturing engineering profession.
These are changing times for industry. Trauma and uncertainty are always a part of change, and change is not always for the better. Change is usually forced, most frequently by competition. Our competitive free enterprise system should be able to respond to competition because that's its basis. These are critical years. If we do not respond effectively to change and competition, it could be disasterous.
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.
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.
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.
I received a letter from Mr. G. W. Richmond, Sullivan Machinery Company, N.H., in which in addition to correcting mistyping, he made several suggestions concerning my article "General Equations for Gear Cutting Tool Calculations."
What was once recognized as the unique genius of America is now slipping away from us and, in many areas, is now seen as a "second rate" capability. Unless action is taken now, this country is in real danger of being unable to regain its supremacy in technological development and economic vigor. First Americans must understand the serious implications of the problem; and second, we must dedicate ourselves to national and local actions that will ensure a greater scientific and technological literacy in America.
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.
Faithful Addendum readers are accustomed to finding upbeat, whimsical and oddball stories about gears in this space. What follows is not about gears, exactly. Rather, it is, as opposed to the usual bleak news about America losing its manufacturing mojo—a look at a positive, hopeful development in that regard.
The president of Milwaukee Gear speaks out about foreign competition.
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.
Industry News from October/November 1984 Gear Technology.
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.
Most research on micropitting is done on small-sized gears. This article examines whether those results are also applicable to larger gears.
A very direct and effective way of increasing power transmission efficiency is a changeover from mineral-oil-based lubricants to synthetic lubricants.
Investment in Gleason GMM Series inspection equipment helps drive Milwaukee Gear's expansion into profitable new markets around the world—all hungry for high-precision custom gears and gear drives.
Klingelnberg measuring centers eliminate trial-and-error with modern analysis tools.
Arlin Perry, president of Comer Industries, talks about his tenure as chairman of the AGMA Foundation and its role in supporting the industry.
Good timing leads to partnership between Process Equipment and Schafer Gear.
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.
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.
Xspect Solutions Provides Wenzel Bridge-Type CMM Equipped with OpenDMIS Software for Basic Gear Measuring Capability with CMM Flexibility.
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.
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.
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.
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.
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.
How you can get involved in a grassroots movement to save American manufacturing--and the American economy.
A review of "A Nation on Borrowed Time," a book by Joe Arvin and Scott Newton about the decline of America's ability to create wealth through manufacturing, and its effect on the overall economy.
When you graduated from school and made your way into the world, you probably thought you’d learned everything you needed to know to be successful. But those of us who’ve been out in the workforce for some time know that you never stop learning.
VMT Technologies designs positively engaged, infinitely variable transmission.
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.
Bradley University and Winzeler Gear collaborate on the design and development of an urban light vehicle.
In recent years, there has been significant interest in expanding the use of induction hardening in gear manufacturing operations. Over the past several years, many of the limits to induction hardening have shrunk, thanks to recent advances in technology, materials and processing techniques.
With growing markets in aerospace and energy technologies, measuring hob cutters used in gear cutting is becoming an essential requirement for workpieces and machine tools. Zoller, a provider of solutions for tool pre-setters, measuring and inspection machines and tool management software, has developed a new partnership with Ingersoll/Germany for shop floor checking of hob cutters by a combined hardware and software approach.
Chairman Todd Praneis of Cotta Transmission describes the activities of AGMA's Enclosed Drives technical committee.
A new inspection method has several advantages over traditional methods, especially for very large or very small gears.
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.
When parts you manufacture pass through numerous processes such as deep hole drilling, machining, hobbing and grinding, a CMM is essential when your customers require 100 percent in-process and final inspection.
Publisher Michael Goldstein talks about how one gear company is encouraging young people in manufacturing. What are you doing?
Publisher Michael Goldstein describes the success of Gear Technology's new e-mail newsletter programs.
The following article provides details on the specific programs and learning opportunities discussed in the January/February 2011 article "Now, More Than Ever" by senior editor Jack McGuinn.
Publisher Michael Goldstein discusses the loss of U.S. manufacturing capability and what we should do about it.
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.
Higher productivity, faster setup times and single unattended operations are just a few of the capabilities gear manufacturers seek in the multifunctional machine tool market.
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.
Gear education and training are vital to sellers, buyers and national security. This article explores gear training options available in the USA.
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.
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.
News Items About ion nitriding
1 Advanced Heat Treat Installing $1.5 Million Large Capacity Ion Nitriding Vessel (January 4, 2007)
Advanced Heat Treat Corp. is installing one of the world's largest ion nitriding vessels in their new Cullman, AL service center, cur... Read News