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Gear Measurement Matters - As market pressures increasingly require gearboxes to become smaller, quieter and more precise, designers and manufacturers face numerous challenges. This white paper is a general guide of what to consider when selecting an analytical gear measurement system. Article Courtesy of Mahr Federal Inc.
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A common goal of gear manufacturers is to produce gearing that is competitively priced, that meets all quality requirements with the minimum amount of cost in a timely manner, and that satisfies customers' expectations. In order to optimize this goal, the gear manufacturer must thoroughly understand each manufacturing process specified, the performance capability of that process, and the effect of that particular process as it relates to the quality of the manufactured gear. If the wrong series of processes has been selected or a specific selected process is not capable of producing a quality part, manufacturing costs are greatly increased.
This article discusses applications of statistical process capability indices for controlling the quality of tooth geometry characteristics, including profile and lead as defined by current AGMA-2015, ISO-1328, and DIN-3960 standards. It also addresses typical steps to improve manufacturing process capability for each of the tooth geometry characteristics when their respective capability indices point to an incapable process.
Statistical Precess Control (SPC) and statistical methods in general are useful techniques for identifying and solving complex gear manufacturing consistency and performance problems. Complex problems are those that exist in spite of our best efforts and the application of state-of-the-art engineering knowledge.
The last decade has been a period of far-reaching change for the metal working industry. The effect of higher lubricant costs, technical advances in machine design and increasing competition are making it essential that manufacturers of gears pay more attention to testing, selecting and controlling cutting fluid systems. Lubricant costs are not a large percentage of the process cost relative to items such as raw materials, equipment and labor, and this small relative cost has tended to reduce the economic incentive to evaluate and to change cutting fluids.
Shot peening is widely recognized as a prove, cost-effective process to enhance the fatigue characteristics of metal parts and eliminate the problems of stress corrosion cracking. Additional benefits accrue in the areas of forming and texturizing. Though shot peening is widely used today, the means of specifying process parameters and controlling documents for process control are not widely understood. Questions regarding shot size, intensity, and blueprint specification to assure a high quality and repeatable shot peening process are continually asked by many design and materials engineers. This article should answer many of the questions frequently asked by engineering professionals and to further assist companies interested in establishing a general shot peening specification.
The trend toward moving coordinate measuring machines to the shop floor to become an integral part of the manufacturing operations brings real time process control within the reach of many companies. Putting measuring machines on the shop floor, however, subjects them to harsh environmental conditions. Like any measuring system, CMMs are sensitive to any ambient condition that deviates from the "perfect" conditions of the metrology lab.
In the past, the blades of universal face hobbing cutters had to be resharpened on three faces. Those three faces formed the active part of the blade. In face hobbing, the effective cutting direction changes dramatically with respect to the shank of the blade. Depending on the individual ratio, it was found that optimal conditions for the chip removal action (side rake, side relief and hook angle) could just be established by adjusting all major parameters independently. This, in turn, results automatically in the need for the grinding or resharpening of the front face and the two relief surfaces in order to control side rake, hook angle and the relief and the relief angles of the cutting and clearance side.
The selection of the heat treat process and the congruent material required for high performance gears can become very involved.
In order to increase the load carrying capacity of hardened gears, the distortion of gear teeth caused by quenching must be removed by precision cutting (skiving) and/or grinding. In the case of large gears with large modules, skiving by a carbide hob is more economical than grinding when the highest accuracy is not required.
In the last couple of years, many research projects dealt with the determination of load limits of cylindrical worm gears. These projects primarily focused on the load capacity of the worm wheel, whereas the worm was neglected. This contribution presents investigations regarding damages such as large scores and cracks on the flanks of case-hardened worms.
The purpose of this paper was to verify, when using an oil debris sensor, that accumulated mass predicts gear pitting damage and to identify a method to set threshold limits for damaged gears.
The need for improved power transmissions that use gears and gearboxes with smaller overall dimensions and with lower noise generation has left manufacturing engineers searching for different methods of gear processing. This search has led to the requirement of hardened gears.
The selection of the proper steel for a given gear application is dependent on many factors. This paper discusses the many aspects related to material, design, manufacture, and application variables. The results of several studies on the optimization of alloy design for gas- and plasma- carburization processing and reviewed.
Bending stress evaluation in modern gear design is generally based on the more-than-one-hundred-year-old Lewis equation.
The effort described in this paper addresses a desire in the gear industry to increase power densities and reduce costs of geared transmissions. To achieve these objectives, new materials and manufacturing processes, utilized in the fabrication of gears, and being evaluated. In this effort, the first priority is to compare the performance of gears fabricated using current materials and processes. However, once that priority is satisfied, it rapidly transforms to requiring accurate design data to utilize these novel materials and processes. This paper describes the effort to address one aspect of this design data requirement.
This paper reviews the necessity for detailed specification, design and manufacture to achieve required performance in service. The precise definition of duty rating and a thorough understanding of the environmental conditions, whether it is in a marine or industrial application, is required to predict reliable performance of a gearbox through its service life. A case study relating to complex marine gears and other general practice is presented to review the techniques used by Allen Gears to design and develop a gearbox that integrates with the requirements of the whole machinery installation. Allen Gears has considerable experience in the design of a variety of industrial and marine gears(Ref. 1,2).
Computer technology has touched all areas of our lives, impacting how we obtain airline tickets, purchase merchandise and receive medical advice. This transformation has had a vast influence on manufacturing as well, providing process improvements that lead to higher quality and lower costs. However, in the case of the gear industry, the critical process of tooth contact pattern development for spiral bevel gears remains relatively unchanged.
The complete Industry News section from the March/April 2013 issue of Gear Technology.
A high-performance, 11-axis CNC system from NUM has enabled machine tool manufacturer Sicmat to create a gear honing machine that sets a new industry standard for post-hardening fine finishing.
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.
It’s been said that the best ideas are often someone else's. But with rebuilt, retrofitted, re-controlled or remanufactured machine tools, buyer beware and hold onto your wallet. Sourcing re-work vendors and their services can require just as much homework, if not necessarily dollars, as with just-off-the-showroom-floor machines.
This paper introduces the latest process developments for the hard-finishing of gears, specifically in regard to controlling the so-called flank twist.
The latest technology on display in Columbus, OH. October 24-26.
Most readers are at least familiar with continuous improvement programs such as lean and six sigma. Perhaps your shop or company is well along in the implementation of one or the other—if not both. But what about theory of constraints (TOC), introduced in Dr. Eliyahu Goldratt’s 1984 book, The Goal? Despite its rather negative-sounding name, this continuous improvement process has much to offer manufacturers of all stripes. And when combined with lean and six sigma, the results can be dramatic. Dr. Lisa Lang, a TOC consultant and speaker, explains why and how in the following Q&A session with Gear Technology.
The oil industry is (pardon the pun) tanking. That may conjure up horrific images of other industries following suit in a domino effect of collective collapse into the overabundant oil slick the industry is currently drowning in, but not everyone is getting knocked down alongside the oil sector.
An overview of the latest technology and trends in heat treating.
The research presented here is part of an ongoing (six years to date) project of the Cluster of Excellence (CoE). CoE is a faculty-wide group of researchers from RWTH Aachen University in Aachen (North Rhine-Westphalia). This presentation is a result of the group’s examination of "integrative production technology for high-wage countries," in which a shaft for a dual-clutch gearbox is developed.
Carburized gears have higher strengths and longer lives compared with induction-hardened or quench-tempered gears. But in big module gears, carburizing heat-treatment becomes time-consuming and expensive and sometimes cannot achieve good hardness due to the big mass-effect. Also, it is not easy to reduce distortion of gears during heat treatment.
The complete Industry News section from the July 2014 issue of Gear Technology.
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.
In recent years, improvements in the reliability of the vacuum carburizing process have allowed its benefits to be realized in high-volume, critical component manufacturing operations. The result: parts with enhanced hardness and mechanical properties.
After shaping or hobbing, the tooth flanks must be either chamfered or duburred. Here it is paramount that the secondary burr produced will not be formed into the flank, but to the face of the gear, because during hardening, the secondary burr will straighten up and, due to its extreme hardness, will lead to excessive tool wear.
Profitable hard machining of tooth flanks in mass production has now become possible thanks to a number of newly developed production methods. As used so far, the advantages of hard machining over green shaving or rolling are the elaborately modified tooth flanks are produced with a scatter of close manufacturing tolerances. Apart from an increase of load capacity, the chief aim is to solve the complex problem of reducing the noise generation by load-conditioned kinematic modifications of the tooth mesh. In Part II, we shall deal with operating sequences and machining results and with gear noise problems.
The quality of gearing is a function of many factors ranging from design, manufacturing processes, machine capability, gear steel material, the machine operator, and the quality control methods employed. This article discusses many of the bevel gear manufacturing problems encountered by gear manufacturers and some of the troubleshooting techniques used.
An analysis of possibilities for the selection of tool geometry parameters was made in order to reduce tooth profile errors during the grinding of gears by different methods. The selection of parameters was based on the analysis of he grid diagram of a gear and a rack. Some formulas and graphs are presented for the selection of the pressure angle, module and addendum of the rack-tool. The results from the grinding experimental gears confirm the theoretical analysis.
In his Handbook of Gear Design (Ref.1), Dudley states (or understates): "The best gear people around the world are now coming to realize that metallurgical quality is just as important as geometric quality." Geometric accuracy without metallurgical integrity in any highly stressed gear or shaft would only result in wasted effort for all concerned - the gear designer, the manufacturer, and the customer - as the component's life cycle would be prematurely cut short. A carburized automotive gear or shaft with the wrong surface hardness, case depth or core hardness may not even complete its basic warranty period before failing totally at considerable expense and loss of prestige for the producer and the customer. The unexpected early failure of a large industrial gear or shaft in a coal mine or mill could result in lost production and income while the machine is down since replacement components may not be readily available. Fortunately, this scenario is not common. Most reputable gear and shaft manufacturers around the world would never neglect the metallurgical quality of their products.
Hobbing is a continuous gear generation process widely used in the industry for high or low volume production of external cylindrical gears. Depending on the tooth size, gears and splines are hobbed in a single pass or in a two-pass cycle consisting of a roughing cut followed by a finishing cut. State-of-the-art hobbing machines have the capability to vary cutting parameters between first and second cut so that a different formula is used to calculate cycle times for single-cut and double-cut hobbing.
When specifying a complete gear design, the novice designer is confronted with an overwhelming and frequently confusing group of options which must be specified. This array of specifications range from the rather vague to the very specific.
In today’s manufacturing environment, shorter and more efficient product development has become the norm. It is therefore important to consider every detail of the development process, with a particular emphasis on design. For green machining of gears, the most productive and important process is hobbing. In order to analyze process design for this paper, a manufacturing simulation was developed capable of calculating chip geometries and process forces based on different models. As an important tool for manufacturing technology engineers, an economic feasibility analysis is implemented as well. The aim of this paper is to show how an efficient process design—as well as an efficient process—can be designed.
Superfinishing the working surfaces of gears and their root fillet regions results in performance benefits.
Gear metrology is a revolving door of software packages and system upgrades. It has to be in order to keep up with the productivity and development processes of the machines on the manufacturing floor. Temperature compensation, faster inspection times and improved software packages are just a few of the advancements currently in play as companies prepare for new opportunities in areas like alternative energy, automotive and aerospace/defense.
In a previous article, the authors identified two misconceptions surrounding gear superfinishing. Here, they tackle three more.
Good timing leads to partnership between Process Equipment and Schafer Gear.
New innovations in the management of hear treating parts washers and yielding powerful, unexpected benefits. Simply, cost effective shop floor practices are being combined in new ways to deliver big quality improvements and significant help to the bottom line. Employing these steps early in the process can dramatically cut waste hauling expenses and greatly reduce environmental liabilities while continuously producing cleaner parts.
Material selection can play an important role in the constant battle to reduce gear noise. Specifying tighter dimensional tolerances or redesigning the gear are the most common approaches design engineers take to minimize noise, but either approach can add cost to the finished part and strain the relationship between the machine shop and the end user. A third, but often overlooked, alternative is to use a material that has high noise damping capabilities. One such material is cast iron.
Users of gear-cutting tools probably do not often consciously consider the raw material from which those hobs, broaches or shavers are made. However, a rudimentary awareness of the various grades and their properties may allow tool users to improve the performance or life of their tools, or to address tool failures. The high-speed steel from which the tool is made certainly is not the only factor affecting tool performance, but as the raw material, the steel may be the first place to start.
Recent trends in gear cutting technology have left process engineers searching for direction about which combination of cutting tool material, coating, and process technology will afford the best quality at the lowest total cost. Applying the new technologies can have associated risks that may override the potential cost savings. The many interrelated variables to be considered and evaluated tend to cloud the issue and make hobbing process development more difficult.
Economic production is one of the main concerns of any manufacturing facility. In recent years, cost increases and tougher statutory requirements have increasingly made cutting fluids a problematic manufacturing and cost factor in metalworking. Depending on the cutting fluid, production process and supply unit, cutting-fluid costs may account for up to 16% of workpiece cost. In some cases, they exceed tool cost by many times (Ref. 1). The response by manufacturers is to demand techniques for dry machining (Ref. 2).
In recent years, the demands for load capacity and fatigue life of gears constantly increased while weight and volume had to be reduced. To achieve those aims, most of today's gear wheels are heat treated so tooth surfaces will have high wear resistance. As a consequence of heat treatment, distortion unavoidably occurs. With the high geometrical accuracy and quality required for gears, a hard machining process is needed that generates favorable properties on the tooth surfaces and the near-surface material with high reliability.
Traditionally, high-quality gears are cut to shape from forged blanks. Great accuracy can be obtained through shaving and grinding of tooth forms, enhancing the power capacity, life and quietness of geared power transmissions. In the 1950s, a process was developed for forging gears with teeth that requires little or no metal to be removed to achieve final geometry. The initial process development was undertaken in Germany for the manufacture of bevel gears for automobile differentials and was stimulated by the lack of available gear cutting equipment at that time. Later attention has turned to the forging of spur and helical gears, which are more difficult to form due to the radial disposition of their teeth compared with bevel gears. The main driver of these developments, in common with most component manufacturing, is cost. Forming gears rather than cutting them results in increased yield from raw material and also can increase productivity. Forging gears is therefore of greater advantage for large batch quantities, such as required by the automotive industry.
Nowadays, finish hobbing (which means that there is no post-hobbing gear finishing operation) is capable of producing higher quality gears and is growing in popularity.
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.
The market demand for gear manufacturers to transmit higher torques via smaller-sized gear units inevitably leads to the use of case-hardened gears with high manufacturing and surface quality. In order to generate high part quality, there is an increasing trend towards the elimination of the process-induced distortion that occurs during heat treatment by means of subsequent hard finishing.
Increased productivity in roughing operations for gear cutting depends mainly on lower production costs in the hobbing process. In addition, certain gears can be manufactured by shaping, which also needs to be taken into account in the search for a more cost-effective form of production.
The quality of the material used for highly loaded critical gears is of primary importance in the achievement of their full potential. Unfortunately, the role which material defects play is not clearly understood by many gear designers. The mechanism by which failures occur due to material defects is often circuitous and not readily apparent. In general, however, failures associated with material defects show characteristics that point to the source of the underlying problem, the mechanism by which the failure initiated, and the manner in which it progressed to failure of the component.
Plastic gears and transmissions require a different design approach than metal transmissions. Different tools are available to the plastic transmission designer for optimizing his geared product, and different requirements exist for inspection and testing. This paper will present some of the new technology available to the plastic gear user, including design, mold construction, inspection, and testing of plastic gears and transmissions.
Compared to non-heat-treated components, case-carburized gears are characterized by a modified strength profile in the case-hardened layer. The design of case-carburized gears is based on defined allowable stress numbers. These allowable stress numbers are valid only for a defined "optimum" case depth. Adequate heat treatment and optimum case depth guarantee maximum strength of tooth flank and tooth root.
News Items About process control
1 U.S. Gear Contracts United Process Controls (July 6, 2010)
New furnace controls and data acquisition from United Process Controls have been ordered by U.S. Gear, a division of AxleTech Internation... Read News