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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 gear marketplace is a global marketplace.” Bill Bradley says it easily, with no special emphasis. The vice president of AGMA’s technical division sees the statement as an obvious fact.
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specification for U.S. commerce in gear products for several decades, the material in AGMA 2000-A88 is now considered outdated and in need of comprehensive revision.
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).
Alongside the macro test parameters on tooth flanks for profile and tooth traces, surface properties (roughness) play a decisive role in ensuring proper toothed gear function. This article addresses roughness measurement systems on tooth flanks. In addition to universal test equipment, modified test equipment based on the profile method for use on gears is addressed in particular. The equipment application here refers to cylindrical gear flanks and bevel gear flanks. The most important roughness parameters, as well as the implementation of the precise measurement procedure will also be described under consideration of the applicable DIN EN ISO standards as well as the current VDI/VDE Directive 2612 Sheet 5.
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.
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.
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.
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.
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.
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.
In today’s globalized manufacturing, all industrial products having dimensional constraints must undergo conformity specifications assessments on a regular basis. Consequently, (standardization) associated with GD&T (geometrical dimensioning and tolerancing) should be un-ambiguous and based on common, accepted rules. Of course gears - and their mechanical assemblies - are special items, widely present in industrial applications where energy conversion and power transmission are involved.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
AGMA and members of the Metal Powder Industries Federation (MPIF) are three years into a joint project to develop specifications and an information sheet on rating powder metal gears. According to committee vice chairman Glen A. Moore of Burgess-Norton Mfg. Co., the first phase of the project, the publication of AGMA Standard "6009-AXX, Specifications for Powder Metallurgy Gears," should be completed in late 1996 or early 1997.
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.
Although gear geometry and the design of asymmetric tooth gears are well known and published, they are not covered by modern national or international gear design and rating standards. This limits their broad implementation for various gear applications, despite substantial performance advantages in comparison to symmetric tooth gears for mostly unidirectional drives. In some industries — like aerospace, that are accustomed to using gears with non-standard tooth shapes — the rating of these gears is established by comprehensive testing. However, such testing programs are not affordable for many other gear drive applications that could also benefit from asymmetric tooth gears.
Question: What is functional measurement and what is the best method for getting truthful answers?
AGMA Flexible Couplings committee chairman Glenn C. Pokrandt gives an update about standards and other documents under development.
Chairman Todd Praneis of Cotta Transmission describes the activities of AGMA's Enclosed Drives technical committee.
Who wants or needs technical details about gearing? Who cares about it? Three out of every four people who are reading this magazine make up at least 75% of those who have an interest in the subject. The members of AGMA, EUROTRANS, JGMA and JSIM have an interest. All the people attending the Gear Expo in Detroit have an interest. Clearly, however, the people with the most pressing interest in our industry are our customers, the end users of gear products. The unfortunate reality, though, is that in many cases, these customers don't even know that's what they want.
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.
Faithful Gear Technology readers may recall that our July 2009 issue contained an update of the deliberations provided by Bill Bradley. Now, almost two years later, there is an ISO/IEC wind turbine gearbox standard out for draft international standard ballot (ballot closes 2011-05-17).
A reader wonders about gears where the tops of the teeth are the bearing surface, as used in spur gear differentials. Do they require any special construction or processing?
Measurement institutions of seven different countries — China, Germany, Japan, Thailand, Ukraine, United Kingdom and the U.S. — participated in the implementation of the first international comparison of involute gear measurement standards. The German metrology institute Physikalisch-Technische Bundesanstalt (PTB) was chosen as the pilot laboratory as well as the organizer. Three typical involute gear measurement standards provided by the PTB were deployed for this comparison: a profile, a helix and a pitch measurement standard. In the final analysis, of the results obtained from all participants, the weighted mean was evaluated as reference value for all 28 measured parameters. However, besides the measurement standards, the measured parameters, and, most importantly, some of the comparison results from all participants are anonymously presented. Furthermore, mishandling of the measurement standards as occurred during the comparison will be illustrated.
Gary A. Bish, director of product design technology for Horsburgh & Scott, discusses his role as chairman of the AGMA mill gearing committee.
With all the advantages of building float into a planetary gear system, what advantages are there to using a carrier in the first place, rather than simply having your planets float in the system?
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.
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.
More than 100 years ago, gear manufacturers were facing a significant challenge from industry. The incredible advances in industrialization and transportation that occurred at the turn of the 20th century resulted in incredible growth for gear makers, but there were significant technical issues. “The lack of process and product standardization was a continuing problem in all U.S. industry… the lack of industry-wide gear standards meant there were no standard gear tooth sizes, ratings, quality definition or consistent manufacturing methods” (Celebrating 100 Years of Gearing, pg. 22).
The new chairman of the AGMA Technical Division Executive Committee explains what's involved in the process of developing technical standards at the AGMA.
Methods of examining large ring gear teeth to detect surface breaking discontinuities have often been time-consuming and limited in terms of data collected. Methods such as visual and magnetic particle inspection can miss critical discontinuities. However, a new ASTM international standard provides a more effective method for gear examination using eddy current array, a technology that has been widely used but, until now, not standardized.
A response to the September 2013 Voices piece on how gear standards are written, from one who's been there.
How difficult is it to design a gear? It depends upon whom you ask.
The wind turbine industry has been plagued with gearbox failures, which cause repair costs, legal expenses, lost energy production and environmental pollution.
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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 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.
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.
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.
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.
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.
Companies weigh in on green technology and sustainable efforts.
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.
Companies around the world are learning to embrace the environment, and the gear industry is no exception. This special section takes a look at how some gear manufacturers are doing their part to conserve resources, preserve and protect the environment, and give back to the land. What we’ve found is that adopting environmental measures is far more than just good corporate citizenship. For many gear industry companies, good environmental practices also turn out to be good for the bottom line.
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.
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.
Gleason 350GMS helps put higher quality, more reliable gears into its next-generation TC10 automatic transmission.
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.
Creating standards for plastic gears calls for a deft touch. The challenge is to set uniform guidelines, yet avoid limiting the creative solutions plastic offers gear designers.
Gear manufacturers are moving into an era that will see changes in both engineering practices and industry standards as new end-products evolve. Within the traditional automotive industry, carbon emission reduction legislation will drive the need for higher levels of efficiency and growth in electric and hybrid vehicles. Meanwhile, the fast growing market of wind turbines is already opening up a whole new area of potential for gearbox manufacturers, but this industry is one that will demand reliability, high levels of engineering excellence and precision manufacturing.
An offshore jack-up drilling rig is a barge upon which a drilling platform is placed. The barge has legs that can be lowered to the sea floor to support the rig. Then the barge can be “jacked up” out of the water, providing a stable work platform from which to drill for oil and gas. Jack-up drilling rigs were first introduced in the late 1950s. Rack-and- pinion-type jack-up units were introduced soon after that and have dominated the industry ever since.
Industrial gear standards have been used to support reliability through the specification of requirements for design, manufacturing and verification. The consensus development of an international wind turbine gearbox standard is an example where gear products can be used in reliable mechanical systems today. This has been achieved through progressive changes in gear technology, gear design methods and the continual development and refinement of gearbox standards.
Your May/June issue contains a letter from Edward Ubert of Rockwell International with some serious questions about specifying and measuring tooth thickness.
How should we consider random helix angle errors fHβ and housing machining errors when calculating KHβ? 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.”
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.
Dr. Phil Terry, chairman of the AGMA Technical Division Executive Committee, talks about the standards-making process.