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Influences of Load Distribution and Tooth Flank Modifications as Considered in a New, DIN/ISO-Compatible Calculation Method
Flank breakage is common in a number of cylindrical and bevel gear applications. This paper introduces a relevant, physically based calculation method to evaluate flank breakage risk vs. pitting risk. Verification of this new method through testing is demonstrably shown.
Instances of damage to discontinuous form ground and surface-hardened gears, especially of large scale, have recently increased. This may be attributed partly to a faulty grinding process with negative effects on the surface zones and the surface properties.
In this study, limiting values for the load-carrying-capacity of fine-module gears within the module range 0.3–1.0 mm were determined and evaluated by comprehensive, experimental investigations that employed technical, manufacturing and material influence parameters.
The manufacturing quality of spiral bevel gears has achieved a very high standard. Nevertheless, the understanding of the real stress conditions and the influences. of certain parameters is not satisfactory.
This article presents a new spur gear 20-degree design that works interchangeably with the standard 20-degree system and achieves increased tooth bending strength and hence load carrying capacity.
Crossed helical gear sets are used to transmit power and motion between non-intersecting and non-parallel axes. Both of the gears that mesh with each other are involute helical gears, and a point contact is made between them. They can stand a small change in the center distance and the shaft angle without any impairment in the accuracy of transmitting motion.
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.
Helical gears can drive either nonparallel or parallel shafts. When these gears are used with nonparallel shafts, the contact is a point, and the design and manufacturing requirements are less critical than for gears driving parallel shafts.
Helical gear teeth are affected by cratering wear — particularly in the regions of low oil film thicknesses, high flank pressures and high sliding speeds. The greatest wear occurs on the pinion — in the area of negative specific sliding. Here the tooth tip radius of the driven gear makes contact with the flank of the driving gear with maximum sliding speed and pressure.
In this paper, two developed methods of tooth root load carrying capacity calculations for beveloid gears with parallel axes are presented, in part utilizing WZL software GearGenerator and ZaKo3D. One method calculates the tooth root load-carrying capacity in an FE-based approach. For the other, analytic formulas are employed to calculate the tooth root load-carrying capacity of beveloid gears. To conclude, both methods are applied to a test gear. The methods are compared both to each other and to other tests on beveloid gears with parallel axes in test bench trials.
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.
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 common calculation methods according to DIN 3990 and ISO 6336 are based on a comparison of occurring stress and allowable stress. The influence of gear size on the load-carrying capacity is considered with the size factors YX (tooth root bending) and ZX (pitting), but there are further influences, which should be considered. In the following, major influences of gear size on the load factors as well as on the permissible tooth root bending and contact stress will be discussed.
This paper intends to determine the load-carrying capacity of thermally damaged parts under rolling stress. Since inspection using real gears is problematic, rollers are chosen as an acceptable substitute. The examined scope of thermal damage from hard finishing extends from undamaged, best-case parts to a rehardening zone as the worst case. Also, two degrees of a tempered zone have been examined.
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.
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.
An experimental effort has been conducted on an aerospace-quality helical gear train to investigate the thermal behavior of the gear system as many important operational conditions were varied.
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.
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.
There is an increasing significance of screw helical and worm gears that combine use of steel and plastics. This is shown by diverse and continuously rising use in the automotive and household appliance industries. The increasing requirements for such gears can be explained by the advantageous qualities of such a material combination in comparison with that of the traditional steel/bronze pairing.
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.
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.
Because of the better thermal conductivity of CBN abrasives compared to that of conventional aluminum oxide wheels, CBN grinding process, which induces residual compressive stresses into the component, and possibly improves the subsequent stress behavior. This thesis is the subject of much discussion. In particular, recent Japanese publications claim great advantages for the process with regard to an increased component load capacity, but do not provide further details regarding the technology, test procedures or components investigated. This situation needs clarification, and for the this reason the effect of the CBN grinding material on the wear behavior and tooth face load capacity of continuously generated ground gears was further investigated.
After a period of operation, high-speed turbo gears may exhibit a change in longitudinal tooth contact pattern, reducing full face width contact and thereby increasing risk of tooth distress due to the decreased loaded area of the teeth. But this can be tricky—the phenomenon may or may not occur. Or, in some units the shift is more severe than others, with documented cases in which shifting occurred after as little as 16,000 hours of operation. In other cases, there is no evidence of any change for units in operation for more than 170,000 hours. This condition exists primarily in helical gears. All recorded observations here have been with case-carburized and ground gear sets. This presentation describes phenomena observed in a limited sampling of the countless high-speed gear units in field operation. While the authors found no existing literature describing this behavior, further investigation suggests a possible cause. Left unchecked and without corrective action, this occurrence may result in tooth breakage.
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.
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.
In terms of the tooth thickness, should we use the formulation with respect to normal or transverse coordinate system? When normalizing this thickness in order to normalize the backlash (backlash parameter), we should divide by the circular pitch. Thus, when normalizing, should this circular pitch be defined in the normal or traverse coordinate system, depending on which formulation has been used? Is the backlash parameter always defined with respect to the tangential plane or normal plane for helical gears?
Analysis of helical involute gears by tooth contact analysis shows that such gears are very sensitive to angular misalignment leading to edge contact and the potential for high vibration. A new topology of tooth surfaces of helical gears that enables a favorable bearing contact and a reduced level of vibration is described. Methods for grinding helical gears with the new topology are proposed. A TCA program simulating the meshing and contact of helical gears with the new topology has been developed. Numerical examples that illustrate the proposed ideas are discussed.
In order to properly select a grease for a particular application, a sound knowledge of the influence of different grease components and operating conditions on the lubrication supply mechanism and on different failure modes is of great benefit.
This paper will provide examples of stress levels from conventional root design using a hob and stress levels using an optimized root design that is now possible with PM manufacturing. The paper will also investigate how PM can reduce stresses in the root from transient loads generated by abusive driving.
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.
Cubic boron nitride (CBN) finishing of carburized gearing has been shown to have certain economic and geometric advantages and, as a result, it has been applied to a wide variety of precision gears in many different applications. In critical applications such as aerospace drive systems, however, any new process must be carefully evaluated before it is used in a production application. Because of the advantages associated with this process, a test program was instituted to evaluate the load capacity of aerospace-quality gears finished by the CBN process as compared to geometrically identical gears finished by conventional grinding processes. This article presents a brief description of the CBN process, its advantages in an aerospace application, and the results of an extensive test program conducted by Boeing Helicopters (BH) aimed at an evaluation of the effects of this process on the scoring, surface durability, and bending fatigue properties of spur gears. In addition, the results of an x-ray diffraction study to determine the surface and subsurface residual stress distributions of both shot-peened and nonshot-peened CBN-ground gears as compared to similar conventionally ground gears are also presented.
This article offers an overview of the practical design of a naval gear for combined diesel or gas turbine propulsion (CODOG type). The vibration performance of the gear is tested in a back-to-back test. The gear presented is a low noise design for the Royal Dutch Navy's LCF Frigate. The design aspects for low noise operation were incorporated into the overall gear system design. Therefore, special attention was paid to all the parameters that could influence the noise and vibration performance of the gearbox. These design aspects, such as tooth corrections, tooth loading, gear layout, balance, lubrication and resilient mounting, will be discussed.
The load capacity of worm gears is mainly influenced by the size and the position of the contact pattern.
Optimizing the running behavior of bevel and hypoid gears means improving both noise behavior and load carrying capacity. Since load deflections change the relative position of pinion and ring gear, the position of the contact pattern will depend on the torque. Different contact positions require local 3-D flank form optimizations for improving a gear set.
The load capacity rating of gears had its beginning in the 18th century at Leiden University when Prof. Pieter van Musschenbroek systematically tested the wooden teeth of windmill gears, applying the bending strength formula published by Galilei one century earlier. In the next centuries several scientists improved or extended the formula, and recently a Draft International Standard could be presented.
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.
This presentation introduces a new procedure that - derived from exact calculations - aids in determining the parameters of the validation testing of spiral bevel and hypoid gears in single-reduction axles.
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.
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.
Most research on micropitting is done on small-sized gears. This article examines whether those results are also applicable to larger gears.
The traditional way of controlling the quality of hypoid gears' tooth flank form is to check the tooth flank contact patterns. But it is not easy to exactly judge the tooth flank form quality by the contact pattern. In recent years, it has become possible to accurately measure the tooth flank form of hypoid gears by the point-to-point measuring method and the scanning measuring method. But the uses of measured data of the tooth flank form for hypoid gears have not yet been well developed in comparison with cylindrical involute gears. In this paper, the tooth flank form measurement of generated face-milled gears, face-hobbed gears and formulate/generated gears are reported. The authors discuss the advantages and disadvantages of scanning and point-to-point measuring of 3-D tooth flank forms of hypoid gears and introduce some examples of uses of measured data for high-quality production and performance prediction.
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.
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 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.
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.
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.
Bevel gear systems are particularly sensitive to improper assembly. Slight errors in gear positioning can turn a well-designed, quality manufactured gear set into a noisy, prone-to-failure weak link in your application.
The development of a new gear strength computer program based upon the finite element method, provides a better way to calculate stresses in bevel and hypoid gear teeth. The program incorporates tooth surface geometry and axle deflection data to establish a direct relationship between fillet bending stress, subsurface shear stress, and applied gear torque. Using existing software links to other gear analysis programs allows the gear engineer to evaluate the strength performance of existing and new gear designs as a function of tooth contact pattern shape, position and axle deflection characteristics. This approach provides a better understanding of how gears react under load to subtle changes in the appearance of the no load tooth contact pattern.
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.
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.
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.
Vibration and noise from wind turbines can be significantly influenced - and therefore reduced - by selecting suitable gearing modifications. New options provided by manufacturers of machine tools and grinding machines, and especially state-of-the-art machines and controls, provide combined gearing modifications - or topological gearing corrections - that can now be reliably machined. Theoretical investigations of topological modifications are discussed here with the actual machining and their possible use.
It was very interesting to see Robert Smith's article on single-flank testing of gears...
This article is part four of an eight-part series on the tribology aspects of angular gear drives. Each article will be presented first and exclusively by Gear Technology, but the entire series will be included in Dr. Stadtfeld’s upcoming book on the subject, which is scheduled for release in 2011.
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.
Wait a minute, we don't measure pitch diameter. We're sometimes asked to measure it by customers, though, especially ones with older drawings.
The effect of load speed on straight and involute tooth forms is studied using several finite-element models.
Your May/June issue contains a letter from Edward Ubert of Rockwell International with some serious questions about specifying and measuring tooth thickness.
Manufacturing involute gears using form grinding or form milling wheels are beneficial to hobs in some special cases, such as small scale production and, the obvious, manufacture of internal gears. To manufacture involute gears correctly the form wheel must be purpose-designed, and in this paper the geometry of the form wheel is determined through inverse calculation. A mathematical model is presented where it is possible to determine the machined gear tooth surface in three dimensions, manufactured by this tool, taking the finite number of cutting edges into account. The model is validated by comparing calculated results with the observed results of a gear manufactured by an indexable insert milling cutter.
In this paper a thermal network model is developed to simulate the thermal behavior of a high-speed, one-stage gear unit which is jet-lubricated.
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.
Product announcements so often trumpet minor, incremental advances with works like "revolutionary" and "unique" that even the best thesaurus can fail to offer a fresh alternative to alert the reader when something really innovative and important is introduced. In the case of Mitsubishi's new CNC gear shaper, the ST25CNC, both terms apply.
A very important parameter when designing a gear pair is the maximum surface contact stress that exists between two gear teeth in mesh, as it affects surface fatigue (namely, pitting and wear) along with gear mesh losses. A lot of attention has been targeted to the determination of the maximum contact stress between gear teeth in mesh, resulting in many "different" formulas. Moreover, each of those formulas is applicable to a particular class of gears (e.g., hypoid, worm, spiroid, spiral bevel, or cylindrical - spur and helical). More recently, FEM (the finite element method) has been introduced to evaluate the contact stress between gear teeth. Presented below is a single methodology for evaluating the maximum contact stress that exists between gear teeth in mesh. The approach is independent of the gear tooth geometry (involute or cycloid) and valid for any gear type (i.e., hypoid, worm, spiroid, bevel and cylindrical).
Part I of this paper, which appeared in the January/February issue of Gear Technology, described the theory behind double-flank composite inspection. It detailed the apparatus used, the various measurements that can be achieved using it, the calculations involved and their interpretation. The concluding Part II presents a discussion of the practical application of double-flank composite inspection -- especially for large-volume operations. It also addresses statistical techniques that can be used in conjunction with double-flank composite inspection, as well as an in-depth analysis of gage R&R for this technique.
Part I of this paper describes the theory behind double-flank composite inspection, detailing the apparatus used, the various measurements that can be achieved using it, the calculations involved and their interpretation. Part II, which will appear in the next issue, includes a discussion of the practical application of double-flank composite inspection, especially for large-volume operations. Part II covers statistical techniques that can be used in conjunction with double-flank composite inspection, as well as an in-depth analysis of gage R&R for this technique.
This paper addresses the lubrication of helical gears — especially those factors influencing lubricant film thickness and pressure. Contact between gear teeth is protected by the elastohydrodynamic lubrication (EHL) mechanism that occurs between nonconforming contact when pressure is high enough to cause large increases in lubricant viscosity due to the pressure-viscosity effect, and changes of component shape due to elastic deflection. Acting together, these effects lead to oil films that are stiff enough to separate the contacting surfaces and thus prevent significant metal-to-metal contact occurring in a well-designed gear pair.
A single tooth bending (STB) test procedure has been developed to optimally map gear design parameters. Also, a test program on case-carburized, aerospace standard gears has been conceived and performed in order to appreciate the influence of various technological parameters on fatigue resistance and to draw the curve shape up to the gigacycle region.
This article also appears as Chapter 1 in the Gleason Corporation publication "Advanced Bevel Gear Technology." Gearing Principles in Cylindrical and Straight Bevel Gears The purpose of gears is to transmit motion and torque from one shaft to another. That transmission normally has to occur with a constant ratio, the lowest possible disturbances and the highest possible efficiency. Tooth profile, length and shape are derived from those requirements.
Question: What is functional measurement and what is the best method for getting truthful answers?
The configuration of flank corrections on bevel gears is subject to relatively narrow restrictions. As far as the gear set is concerned, the requirement is for the greatest possible contact zone to minimize flank compression. However, sufficient reserves in tooth depth and longitudinal direction for tooth contact displacement should be present. From the machine - and particularly from the tool - point of view, there are restrictions as to the type and magnitude of crowning that can be realized. Crowning is a circular correction. Different kinds of crowning are distinguished by their direction. Length crowning, for example, is a circular (or 2nd order) material removal, starting at a reference point and extending in tooth length or face width.
This proposed standard would not make any recommendations regarding the required quality for any application. The intent is to establish standard pre-finish quality classes for typical finishing operations, which only include the inspection elements that are important to properly evaluate pre-finish gear quality as it applies to the finishing operation. It would be the responsibility of the manufacturing/process engineer, quality engineer, or other responsible individual to establish the required pre-finish quality class for their application.
Calculation of gear tooth flexibility is of interest for at least two reasons: (a) It controls, at least in part, the vibratory properties of a transmission system hence, fatigue resistance and noise: (b) it controls load sharing in multiple tooth contact.
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.
A major source of helicopter cabin noise (which has been measured at over 100 decibels sound pressure level) is the gearbox. Reduction of this noise is a NASA and U.S. Army goal. A requirement for the Army/NASA Advanced Rotorcraft Transmission project was a 10 dB noise reduction compared to current designs.
Gear-loaded tooth contact analysis is an important tool for the design and analysis of gear performance within transmission and driveline systems. Methods for the calculation of tooth contact conditions have been discussed in the literature for many years. It's possible the method you've been using is underestimating transmission error in helical gears. Here's why.
An analytical method is presented to predict the shifts of the contact ellipses on spiral bevel gear teeth under load. The contact ellipse shift is the motion of the point to its location under load. The shifts are due to the elastic motions of the gear and pinion supporting shafts and bearings. The calculations include the elastic deflections of the gear shafts and the deflections of the four shaft bearings. The method assumes that the surface curvature of each tooth is constant near the unloaded pitch point. Results from these calculations will help designers reduce transmission weight without seriously reducing transmission performance.
CNC technology offers new opportunities for the manufacture of bevel gears. While traditionally the purchase of a specific machine at the same time determined a particular production system, CNC technology permits the processing of bevel gears using a wide variety of methods. The ideological dispute between "tapered tooth or parallel depth tooth" and "single indexing or continuous indexing" no longer leads to an irreversible fundamental decision. The systems have instead become penetrable, and with existing CNC machines, it is possible to select this or that system according to factual considerations at a later date.
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
On many occasions a reasonably approximate, but not exact, representation of an involute tooth profile is required. Applications include making drawings, especially at enlarged scale, and laser or EDM cutting of gears, molds, and dies used to produce gears. When numerical control (NC) techniques are to be used, a simple way to model an involute can make the NC programming task much easier.
The complete and accurate solution t the contact problem of three-dimensional gears has been, for the past several decades, one of the more sought after, albeit elusive goals in the engineering community. Even the arrival on the scene in the mid-seventies of finite element techniques failed to produce the solution to any but the most simple gear contact problems.
Introduction The standard profile form in cylindrical gears is an involute. Involutes are generated with a trapezoidal rack — the basis for easy and production-stable manufacturing (Fig. 1).
In a modern truck, the gear teeth are among the most stressed parts. Failure of a tooth will damage the transmission severely. Throughout the years, gear design experience has been gained and collected into standards such as DIN (Ref. 1) or AGMA (Ref. 2). Traditionally two types of failures are considered in gear design: tooth root bending fatigue, and contact fatigue. The demands for lighter and more silent transmissions have given birth to new failure types. One novel failure type, Tooth Interior Fatigue Fracture (TIFF), has previously been described by MackAldener and Olsson (Refs. 3 & 4) and is further explored in this paper.
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.
In high precision and heavily loaded spur gears, the effect of gear error is negligible, so the periodic variation of tooth stiffness is the principal cause of noise and vibration. High contact ration spur gears can be used to exclude or reduce the variation of tooth stiffness.
Indiana Technology and Manufacturing Companies (ITAMCO) has released iBlue—the first handheld bluetooth transmitter that gathers crucial production data and sends it to bluetooth-enabled smartphones, tablets and computers.
How does one determine the center of a worm and a worm wheel? Also, what are the differences between the common worm tooth forms?
This article describes a method of obtaining gear tooth profiles from the geometry of the rack (or hob) that is used to generate the gear. This method works for arbitrary rack geometries, including the case when only a numerical description of the rack is available. Examples of a simple rack, rack with protuberances and a hob with root chamfer are described. The application of this technique to the generation of boundary element meshes for gear tooth strength calculation and the generation of finite element models for the frictional contact analysis of gear pairs is also described.
Service performance and load carrying capacity of bevel gears strongly depend on the size and position of the contact pattern. To provide an optimal contact pattern even under load, the gear design has to consider the relative displacements caused by deflections or thermal expansions expected under service conditions. That means that more or less lengthwise and heightwise crowning has to be applied on the bevel gear teeth.
In the majority of spiral bevel gears, spherical crowning is used. The contact pattern is set to the center of the active tooth flank and the extent of the crowning is determined by experience. Feedback from service, as well as from full-torque bench tests of complete gear drives, has shown that this conventional design practice leads to loaded contact patterns, which are rarely optimal in location and extent. Oversized reliefs lead to small contact area, increased stresses and noise, whereas undersized reliefs result in an overly sensitive tooth contact.
The 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.
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 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.
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.
More strength, less noise. Those are two major demands on gears, including bevel and hypoid gears.
In the design of any new gear drive, the performance of previous similar designs is very carefully considered. In the course of evaluating one such new design, the authors were faced with the task of comparing it with two similar existing systems, both of which were operating quite successfully. A problem arose, however, when it was realized that the bending stress levels of the two baselines differed substantially. In order to investigate these differences and realistically compare them to the proposed new design, a three-dimensional finite-element method (FEM) approach was applied to all three gears.
"Frenco--Inspecting All Flanks in Minutes."
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.
The curved tooth cylindrical gear is one of ancient design. Samples which date from the period of the Warring State (475-221 BC) have been excavated from archeological sites in China. One such sample is now on display in the Xi'an Clay figures of Warriors and Horses Exhibition Hall. This example is about 3/4" in diameter and made of bronze. It was used in the famous model, "Ancient Chinese Vehicle With a Wooden Figure Always Pointing to the South." Although this early gear is handmade and somewhat crude, it is a viable model.
The NASA Lewis Research Center investigated the effect of tooth profile on the acoustic behavior of spur gears through experimental techniques. The tests were conducted by Cleveland State University (CSU) in NASA Lewis' spur gear testing apparatus. Acoustic intensity (AI) measurements of the apparatus were obtained using a Robotic Acoustic Intensity Measurement System (RAIMS). This system was developed by CSU for NASA to evaluate the usefulness of a highly automated acoustic intensity measurement tool in the reverberant environment of gear transmission test cells.
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.
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.
The seemingly simple process of placing a uniform chamfer on the face ends of spur and helical gears, at least for the aerospace industry, has never been a satisfactory or cost effective process.
Worm gears display unique behavior of surfaces because of the presence of wear phenomena in addition to contact pressure phenomena.
This is the third article in a series exploring the new ISO 6336 gear rating standard and its methods of calculation. The opinions expressed herein are htose of the author as an individual. They do not represent the opinions of any organization of which he is a member.
During the last decade, industrial gear manufacturers, particularly in Europe, began to require documentation of micropitting performance before approving a gear oil for use in their equipment. The development of micropitting resistant lubricants has been limited both by a lack of understanding of the mechanism by which certain lubricant chemistry promotes micropitting and by a lack of readily available testing for evaluation of the micropitting resistance of lubricants. This paper reports results of two types of testing: (1) the use of a roller disk machine to conduct small scale laboratory studies of the effects of individual additives and combinations of additives on micropitting and (2) a helical gear test used to study micropitting performance of formulated gear oils.
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.
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 Part I differences in pitting ratings between AGMA 218, the draft ISO standard 6336, and BS 436:1986 were examined. In this part bending strength ratings are compared. All the standards base the bending strength on the Lewis equation; the ratings differ in the use and number of modification factors. A comprehensive design survey is carried out to examine practical differences between the rating methods presented in the standards, and the results are shown in graphical form.
Spur gear endurance tests were conducted to investigate the surface pitting fatigue life of noninvolute gears with low numbers of teeth and low contact ratios for the use in advanced application. The results were compared with those for a standard involute design with a low number of teeth. The gear pitch diameter was 8.89 cm (3.50 in.) with 12 teeth on both gear designs. Test conditions were an oil inlet temperature of 320 K (116 degrees F), a maximum Hertz stress of 1.49 GPa (216 ksi), and a speed of 10,000 rpm. The following results were obtained: The noninvolute gear had a surface pitting fatigue life approximately 1.6 times that of the standard involute gear of a similar design. The surface pitting fatigue life of the 3.43-pitch AISI 8620 noninvolute gear was approximately equal to the surface pitting fatigue life of an 8-pitch, 28-tooth AISI 9310 gear at the same load, but at a considerably higher maximum Hertz stress.
Gear pitting is one of the primary failure modes of automotive transmission gear sets. Over the past years, many alternatives have been intended to improve their gear surface durability. However, due to the nature of new process development, it takes a length of time and joint efforts between the development team and suppliers to investigate and verify each new approach.
Carburized helical gears with high retained austenite were tested for surface contact fatigue. The retained austenite before test was 60% and was associated with low hardness near the case's surface. However, the tested gears showed good pitting resistance, with fatigue strength greater than 1,380 MPa.
The effect of the lubrication regime on gear performance has been recognized, qualitatively, for decades. Often the lubrication regime is characterized by the specific film thickness defined as the ratio of lubricant film thickness to the composite surface roughness. It can be difficult to combine results of studies to create a cohesive and comprehensive data set. In this work gear surface fatigue lives for a wide range of specific film values were studied using tests done with common rigs, speeds, lubricant temperatures, and test procedures.
There exists an ongoing, urgent need for a rating method to assess micropitting risk, as AGMA considers it a “a very significant failure mode for rolling element bearings and gear teeth — especially in gearbox applications such as wind turbines.”
The focus of the following presentation is two-fold: 1) on tests of new geometric variants; and 2) on to-date, non-investigated operating (environmental) conditions. By variation of non-investigated eometric parameters and operation conditions the understanding of micropitting formation is improved. Thereby it is essential to ensure existent calculation methods and match them to results of the comparison between large gearbox tests and standard gearbox test runs to allow a safe forecast of wear due to micropitting in the future.
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.
Gear tooth wear and micropitting are very difficult phenomena to predict analytically. The failure mode of micropitting is closely correlated to the lambda ratio. Micropitting can be the limiting design parameter for long-term durability. Also, the failure mode of micropitting can progress to wear or macropitting, and then go on to manifest more severe failure modes, such as bending. The results of a gearbox test and manufacturing process development program will be presented to evaluate super-finishing and its impact on micropitting.
An experimental and theoretical analysis of worm gear sets with contact patterns of differing sizes, position and flank type for new approaches to calculation of pitting resistance.
The authors of last issue's article comparing AGMA, ISO and BS methods for Pitting Resistance Ratings are commended. Trying to compare various methods of rating gears is like hitting a moving target in a thick forest. The use of different symbols, presentations, terminology, and definitions in these standards makes it very difficult. But the greatest problem lies with the authors' use of older versions of these documents. ISO drafts and AGMA standards have evolved at the same time their work was accomplished and edited.
A study of AGMA 218, the draft ISO standard 6336, and BS 436: 1986 methods for rating gear tooth strength and surface durability for metallic spur and helical gears is presented. A comparison of the standards mainly focuses on fundamental formula and influence factors, such as the load distribution factor, geometry factor, and others. No attempt is made to qualify or judge the standards other than to comment on the facilities or lack of them in each standard reviewed. In Part I a comparison of pitting resistance ratings is made, and in the subsequent issue, Part II will deal with bending stress ratings and comparisons of designs.
In earlier studies, surface roughness has been shown to have a significant influence on gear pitting life. This paper discusses how high surface roughness introduces a wear mechanism that delays the formation of pits. Accompanied by a full-page technical review.
This article discusses the potential effects observed for different antiwear and EP chemistry on the micropitting of cylindrical gears.
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).
Surface coatings or finishing processes are the future technologies for improving the load carrying capacity of case hardened gears. With the help of basic tests, the influence of different coatings and finishing processes on efficiency and resistance to wear, scuffing, micropitting, and macropitting is examined.
The first edition of the international calculation method for micropitting—ISO TR 15144–1:2010—was just published last December. It is the first and only official, international calculation method established for dealing with micropitting. Years ago, AGMA published a method for the calculation of oil film thickness containing some comments about micropitting, and the German FVA published a calculation method based on intensive research results. The FVA and the AGMA methods are close to the ISO TR, but the calculation of micropitting safety factors is new.
Results from the Technical University of Munich were presented in a previous technical article (see Ref. 4). This paper presents the results of Ruhr University Bochum. Both research groups concluded that superfinishing is one of the most powerful technologies for significantly increasing the load-carrying capacity of gear flanks.
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.
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.
The search for greater gear life involves improvement in cost, weight and increased power output. There are many events that affect gear life, and this paper addresses those relating to fatigue, gear tooth pitting, fatigue strength losses due to the heat treating processes and shot peening technique. The capability of shot peening to increase fatigue strength and surface fatigue life eliminate machine marks which cause stress risers, and to aid in lubrication when properly controlled, suggests increased use and acceptance of the process.
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.
If you make hardened gears and have not seen any micropitting, then you haven’t looked closely enough. Micropitting is one of the modes of failure that has more recently become of concern to gear designers and manufacturers. Micropitting in itself is not necessarily a problem, but it can lead to noise and sometimes other more serious forms of failure. Predicting when this will occur is the challenge facing designers.
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.
The powder metal (P/M) process is making inroads in automotive transmission applications due to substantially lower costs of P/M-steel components for high-volume production, as compared to wrought or forged steel parts. Although P/M gears are increasingly used in powered hand tools, gear pumps and as accessory components in automotive transmissions, P/M-steel gears are currently in limited use in vehicle transmission applications. The primary objective of this project was to develop high-strength P/M-steel gears with bending fatigue, impact resistance and pitting fatigue performance equivalent to current wrought steel gears.
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.
The main theme of this article is high-capacity, high-speed load gears in a power transmission range between 35 MW and 100 MW for generators and turbo-compressors driven by gas or steam turbines.
If a gear system is run continuously for long periods of time—or if the starting loads are very low and within the normal operating spectrum—the effect of the start-up conditions may often be insignificant in the determination of the life of the gear system. Conversely, if the starting load is significantly higher than any of the normal operating conditions, and the gear system is started and stopped frequently, the start-up load may, depending on its magnitude and frequency, actually be the overriding, limiting design condition.
Applying "Dynamic Block Contours" allows the designer to predict gear quality at the earliest stage of the design process.
This article reviews mathematical models for individual components associated with power losses, such as windage, churning, sliding and rolling friction losses.
The objective of this research is to develop a new lapping process that can efficiently make tooth flanks of hardened steel gears smooth as a mirror.
This article describes a root fillet form calculating method for a helical gear generated with a shaper cutter.
New tool from LMT-Fette provides combination of operations.
The fundamental purpose of gear grinding is to consistently and economically produce "hard" or "soft" gear tooth elements within the accuracy required by the gear functions. These gear elements include tooth profile, tooth spacing, lead or parallelism, axial profile, pitch line runout, surface finish, root fillet profile, and other gear geometry which contribute to the performance of a gear train.
Material losses and long production times are two areas of conventional spur and helical gear manufacturing in which improvements can be made. Metalforming processes have been considered for manufacturing spur and helical gears, but these are costly due to the development times necessary for each new part design. Through a project funded by the U.S. Army Tank - Automotive Command, Battelle's Columbus Division has developed a technique for designing spur and helical gear forging and extrusion dies using computer aided techniques.
Conical involute gears (beveloids) are used in transmissions with intersecting or skewed axes and for backlash-free transmissions with parallel axes.
Transmission of power between nonparallel shafts is inherently more difficult than transmission between parallel shafts, but is justified when it saves space and results in more compact, more balanced designs. Where axial space is limited compared to radial space, angular drives are preferred despite their higher initial cost. For this reason, angular gear motors and worm gear drives are used extensively in preference to parallel shaft drives, particularly where couplings, brakes, and adjustable mountings add to the axial space problem of parallel shaft speed reducers.
Grinding is a technique of finish-machining, utilizing an abrasive wheel. The rotating abrasive wheel, which id generally of special shape or form, when made to bear against a cylindrical shaped workpiece, under a set of specific geometrical relationships, will produce a precision spur or helical gear. In most instances the workpiece will already have gear teeth cut on it by a primary process, such as hobbing or shaping. There are essentially two techniques for grinding gears: form and generation. The basic principles of these techniques, with their advantages and disadvantages, are presented in this section.
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.
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.
The following excerpt is from the Revised Manual of Gear Design, Section III, covering helical and spiral gears. This section on helical gear mathematics shows the detailed solutions to many general helical gearing problems. In each case, a definite example has been worked out to illustrate the solution. All equations are arranged in their most effective form for use on a computer or calculating machine.
Circular arc helical gears have been proposed by Wildhaber and Novikov (Wildhaber-Novikov gears). These types of gears became very popular in the sixties, and many authors in Russia, Germany, Japan and the People's Republic of China made valuable contributions to this area. The history of their researches can be the subject of a special investigation, and the authors understand that their references cover only a very small part of the bibliography on this topic.
The following excerpt is from the Revised Manual of Gear Design, Section III, covering helical and spiral gears. This section on helical gear mathematics shows the detailed solutions to many general helical gearing problems. In each case, a definite example has been worked out to illustrate the solution. All equations are arranged in their most effective form for use on a computer or calculating machine.
High speed gearing, operating with low viscosity lubricants, is prone to a failure mode called scoring. In contrast to the classic failure modes, pitting and breakage, which generally take time to develop, scoring occurs early in the operation of a gear set and can be the limiting factor in the gear's power capability.
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.
The power of high speed gears for use in the petrochemical industry and power stations is always increasing. Today gears with ratings of up to 70,000kW are already in service. For such gears, the failure mode of scoring can become the limiting constraint. The validity of an analytical method to predict scoring resistance is, therefore, becoming increasingly important.
In ParI 1 several scuffing (scoring) criteria were shown ultimately to converge into one criterion, the original flash temperature criterion according to Blok. In Part 2 it will be shown that all geometric influences may be concentrated in one factor dependent on only four independent parameters, of which the gear ratio, the number of teeth of the pinion, and the addendum modification coefficient of the pinion are significant.
Spiral-bevel gears, found in many machine tools, automobile rear-axle drives, and helicopter transmissions, are important elements for transmitting power.
This paper presents an original method to compute the loaded mechanical behavior of polymer gears. Polymer gears can be used without lubricant, have quieter mesh, are more resistant to corrosion, and are lighter in weight. Therefore their application fields are continually increasing. Nevertheless, the mechanical behavior of polymer materials is very complex because it depends on time, history of displacement and temperature. In addition, for several polymers, humidity is another factor to be taken into account. The particular case of polyamide 6.6 is studied in this paper.
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.
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.
How dynamic load affects the pitting fatigue life of external spur gears was predicted by using NASA computer program TELSGE. TELSGE was modified to include an improved gear tooth stiffness model, a stiffness-dynamic load iteration scheme and a pitting-fatigue-life prediction analysis for a gear mesh. The analysis used the NASA gear life model developed by Coy, methods of probability and statistics and gear tooth dynamic loads to predict life. In general, gear life predictions based on dynamic loads differed significantly from those based on static loads, with the predictions being strongly influenced by the maximum dynamic load during contact.
We need a method to analyze cumulative fatigue damage to specify and to design gear drives which will operate under varying load. Since load is seldom constant, most applications need this analysis.
The face load factor is one of the most important items for a gear strength calculation. Current standards propose formulae for face load factor, but they are not always appropriate. AGMA 927 proposes a simpler and quicker algorithm that doesn't require a contact analysis calculation. This paper explains how this algorithm can be applied for gear rating procedures.
How should we consider random helix angle errors fHβ and housing machining errors when calculating KHβ? What is a reasonable approach?
A finite elements-based contact model is developed to predict load distribution along the spline joint interfaces; effects of spline misalignment are investigated along with intentional lead crowning of the contacting surfaces. The effects of manufacturing tooth indexing error on spline load distributions are demonstrated by using the proposed model.
The goal of gear drive design is to transit power and motion with constant angular velocity. Current trends in gear drive design require greater load carrying capacity and increased service life in smaller, quieter, more efficient gearboxes. Generally, these goals are met by specifying more accurate gears. This, combined with the availability of user-friendly CNC gear grinding equipment, has increased the use of ground gears.
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.
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.
In 1961 I presented a paper, "Calculating Conjugate Helical Forms," at the semi-annual meeting of the American Gear Manufacturers Association (AGMA). Since that time, thousands of hobs, shaper cutters and other meshing parts have been designed on the basis of the equations presented in that paper. This article presents the math of that paper without the formality of its development and goes on to discuss its practical application.