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What follows is the first of three articles we will be running on ISO 9000 and what it means for the gear industry. This first article will cover what ISO 9000 is, what some of its benefits - and problems - are, and whether your company should be a candidate for this certification process. In our next issue, we will consider the important question of how, when, and if to hire an ISO 9000 consultant. The final article in this series will discuss ways to save money while streamlining the certification process in your company.
On of the key questions confronting any company considering ISO 9000 certification is, how much is this going to cost? The up-front fees are only the beginning. Dissect the ISO 9000 certification procedure with an eye for hidden costs, and two segments of the process will leap out - the cost of consultants and the cost of making in-house improvements for the sake of passing certification. Most of these costs can be controlled by careful selection f the right consultant in the first place.
With all the heated debate and hoopla surrounding ISO 9000 certification, everyone seems to have an opinion about whether to sign up. Executives in the gear industry are flooded with information and ideas that often seem at odds. Gear Technology asked AGMA executive director Joe T. Franklin, Jr. to give an industry perspective on the pros and cons of ISO 9000 certification.
Much about ISO 9000 is the subject of noisy debate. But on one thing almost everyone, true believers and critics alike, agrees: Getting ISO 9000 certification can be expensive. Companies can expect to spend at least $35,000 for basic certification and six-month checkup fees over a three-year period. These figures do not include hidden costs like time and money spent on internal improvements required to meet ISO 9000 certification. But the really big-ticket items in the process are employee time and the cost of bringing in outside consultants. Many ISO 9000 consultants charge upwards of $1,800 a day.
ISO 9000 is the latest hot topic in marketing and manufacturing circles. Everyone seems to be talking about it, but few seem to understand it completely. depending on whom one talks to, it's either the greatest thing to hit industry since the assembly line, another cash cow for slick consultants, a conspiracy on the part of Europeans to dominate global markets, or the next necessary step to compete in the global economy of the twenty-first century. It may be all of the above.
I noted with interest the beginning of Gear Technology's three-part series on ISO 9000 certification. I also recently attended Brown & Sharpe's/Leitz gear metrology seminar. Both events caused me to smile and reflect.
I support Clem Miller (Viewpoint May/June) in his skepticism of ISO 9000. The metrology of gears is important, but in the present state of the art, manufacture is more accurate than design.
Acquisitions, Contracts, and ISO 9000 Certification
As the international business community grows closer together, the need for understanding differences between national and international gear rating standards becomes increasingly important for U.S. gear manufacturers competing in the world market.
I have a query (regarding) calculated gear life values. I would like to understand for what % of gear failures the calculated life is valid? Is it 1-in-100 (1% failure, 99% reliability) or 1-in-one-thousand (0.1% failure)?
How should we consider random helix angle errors fHÎ˛ and housing machining errors when calculating KHÎ˛? What is a reasonable approach?
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."
Latest News from around the industry
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.
In several applications like hoisting equipment and cranes, open gears are used to transmit power at rather low speeds (tangential velocity < 1m/s) with lubrication by grease. In consequence those applications have particularities in terms of lubricating conditions and friction involved, pairing of material between pinion and gear wheel, lubricant supply, loading cycles and behavior of materials with significant contact pressure due to lower number of cycles.
A discussion of ISO and AGMA standards for gears, shafts and bearings, and the art of designing a gearbox that meets your requirements.
Germany adopts ISO 1328 standard for the measurement of gears, plus other news and announcements from around the industry.
John Harrison (1693Ă˘â‚¬â€ś1776) - a British clockmaker (and carpenter) whose extremely precise chronometer enabled seafarers to calculate longitude (also known as east-west axis) with a degree of accuracy that until then was unheard of.
In todayâ€™s globalized manufacturing, all industrial products having dimensional constraints must undergo conformity specifications assessments on a regular basis. Consequently, (standardization) associated with GD&T (geometrical dimensioning and tolerancing) should be un-ambiguous and based on common, accepted rules. Of course gears - and their mechanical assemblies - are special items, widely present in industrial applications where energy conversion and power transmission are involved.
There are many different gear rating methods in use today, and they can give substantially different results for any given gearset. This paper will make it easy to understand the choices and the impact the choices have on gearbox design. Eight standards are included - AGMA 2001; AGMA 6011; AGMA 6013; ISO 6336; API 613; API 617; API 672; and API 677. (Click HERE for the Appendix to this article).
To achieve the requested quality, most gears today are ground. The usual grinding process includes treating the gear flank but disengaging before reaching the root rounding area. If the gear is premanufactured with a tool without protuberance, then at the position where the grinding tool retracts from the flank a grinding notch in the tooth root area is produced. Such a notch may increase the bending stresses in the root area, thus reducing the strength rating.
In this paper local tooth contact analysis and standard calculation are used to determine the load capacity for the failure modes pitting, tooth root breakage, micropitting, and tooth flank fracture; analogies and differences between both approaches are shown. An example gearset is introduced to show the optimization potential that arises from using a combination of both methods. Difficulties in combining local approaches with standard methods are indicated. The example calculation demonstrates a valid possibility to optimize the gear design by using local tooth contact analysis while satisfying the requirement of documenting the load carrying capacity by standard calculations.
A reader asks: I'd like to know about the different approaches and factors considered while determining the value of Ka in regards to the DIN 3990 and AGMA standards.
During the revision of ISO 1328-1:2013 Cylindrical gears â€” ISO system of flank tolerance classification, ISO Technical Committee TC 60 WG2 delegates discussed proposals that the standard should be modified to ensure that it is compatible with the ISO Geometrical Product Specification (GPS) series of standards (Refs. 1-3). This seems sensible because the gears are geometrical components, but after reviewing the implications, it was rejected because ISO TC 60 WG2 did not think the gear manufacturing industry was ready for such a radical change in measurement strategy. The feasibility of the implementation of gears into the GPS matrix of standards has been carried out and the results conclude that this is practical, provided some key issues related to measurement uncertainty and establishing appropriate KPIs are addressed.
Changes in the third edition of parts 1, 2, 3, 5 and 6 compared to the previous edition (from the year 2006 for parts 1, 2, 3, 6 and from the year 2003 for part 5).
Ready or not, QS-9000 is here. If you are a first-tier supplier to one of the Big Three automotive companies, you've already heard that compliance with this new quality standard is now an entry-level requirement for doing business with Ford, General Motors and Chrysler. If you're a second-or third-tier supplier, you can expect the ripple effect of this new standard to hit your company one way or another.
Gleason 350GMS helps put higher quality, more reliable gears into its next-generation TC10 automatic transmission.
There is a great need for future powertrains in automotive and industrial applications to improve upon their efficiency and power density while reducing their dynamic vibration and noise initiation. It is accepted that planetary gear transmissions have several advantages in comparison to conventional transmissions, such as a high power density due to the power division using several planet gears. This paper presents planetary gear transmissions, optimized in terms of efficiency, weight and volume.
â€śThe gear marketplace is a global marketplace.â€ť Bill Bradley says it easily, with no special emphasis. The vice president of AGMAâ€™s technical division sees the statement as an obvious fact.
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.
Companies around the world are learning to embrace the environment, and the gear industry is no exception. This special section takes a look at how some gear manufacturers are doing their part to conserve resources, preserve and protect the environment, and give back to the land. What weâ€™ve found is that adopting environmental measures is far more than just good corporate citizenship. For many gear industry companies, good environmental practices also turn out to be good for the bottom line.
The objective of this paper is to demonstrate that transmission gears of rotary-wing aircraft, which are typically scrapped due to minor foreign object damage (FOD) and grey staining, can be repaired and re-used with signifi cant cost avoidance. The isotropic superfinishing (ISF) process is used to repair the gear by removing surface damage. It has been demonstrated in this project that this surface damage can be removed while maintaining OEM specifications on gear size, geometry and metallurgy. Further, scrap CH-46 mix box spur pinions, repaired by the ISF process, were subjected to gear tooth strength and durability testing, and their performance compared with or exceeded that of new spur pinions procured from an approved Navy vendor. This clearly demonstrates the feasibility of the repair and re-use of precision transmission gears.
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.
Companies weigh in on green technology and sustainable efforts.
A trial test of the calibration procedures outlined in ISO 18653â€”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.
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.
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.
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.
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.
In Part I differences in pitting ratings between AGMA 218, the draft ISO standard 6336, and BS 436:1986 were examined. In this part bending strength ratings are compared. All the standards base the bending strength on the Lewis equation; the ratings differ in the use and number of modification factors. A comprehensive design survey is carried out to examine practical differences between the rating methods presented in the standards, and the results are shown in graphical form.
The 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.
Standards are unlike gears themselves: mundane, but complex, ubiquitous and absolutely vital. Standards are a lingua franca, providing a common language with reference points for evaluating product reliability and performance for manufacturers and users. The standards development process provides a scientific forum for discussion of product design, materials and applications, which can lead to product improvement. Standards can also be a powerful marketing tool for either penetrating new markets or protecting established ones.
The American Gear Manufacturers Association (AGMA) is accredited by the American National Standards Institute (ANSI) to write all U.S. standards on gearing. However, in response to the growing interest in a global marketplace, AGMA became involved with the International Standards Organization (ISO) several years ago, first as an observer in the late 1970s and then as a participant, starting in the early 1980s. In 1993, AGMA became Secretariat (or administrator) for Technical Committee 60 of ISO, which administers ISO gear standards development.
ISO 6336 Calculation of Load Capacity of Spur and Helical Gears was published in 1997 after 50 years of effort by an international committee of experts whose work spanned three generations of gear technology development. It was a difficult compromise between the existing national standards to get a single standard published which will be the basis for future work. Many of the compromises added complication to the 1987 edition of DIN 3990, which was the basic document.
The gear companies enjoying the most success in today’s global market are those that firmly believe quality is much more than expert craftsmanship and foolproof inspection methodologies.
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.
Until recently, there was a void in the quality control of gear manufacturing in this country (Ref. 1). Gear measurements were not traceable to the international standard of length through the National Institute of Standards and Technology (NIST). The U.S. military requirement for traceability was clearly specified in the military standard MIL-STD-45662A (Ref. 2). This standard has now been replaced by commercial sector standards including ISO 9001:1994 (Ref. 3), ISO/IEC Guide 25 (Ref, 4), and the U.S. equivalent of ISO/IEC Guide 25 - ANSI/NCSL Z540-2-1997 (Ref. 5). The draft replacement to ISO/IEC Guide 25 - ISO 17025 states that measurements must either be traceable to SI units or reference to a natural constant. The implications of traceability to the U.S. gear industry are significant. In order to meet the standards, gear manufacturers must either have calibrated artifacts or establish their own traceability to SI units.
One of the best ways to learn the ISO 6336 gear rating system is to recalculate the capacity of a few existing designs and to compare the ISO 6336 calculated capacity to your experience with those designs and to other rating methods. For these articles, I'll assume that you have a copy of ISO 6336, you have chosen a design for which you have manufacturing drawings and an existing gear capacity calculation according to AGMA 2001 or another method. I'll also assume that you have converted dimensions, loads, etc. into the SI system of measurement.