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Highly loaded gears are usually casehardened to fulfill the high demands on the load-carrying capacity. Several factors, such as material, heat treatment, or macro and micro geometry, can influence the load-carrying capacity. Furthermore, the residual stress condition also significantly influences load-carrying capacity. The residual stress state results from heat treatment and can be further modified by manufacturing processes post heat treatment, e.g. grinding or shot peening.
This paper presents the results of a study performed to measure the change in residual stress that results from the finish grinding of carburized gears. Residual stresses were measured in five gears using the x-ray diffraction equipment in the Large Specimen Residual Stress Facility at Oak Ridge National Laboratory.
Induction hardening is widely used in both the automotive and aerospace gear industries to minimize heat treat distortion and obtain favorable compressive residual stresses for improved fatigue performance. The heating process during induction hardening has a significant effect on the quality of the heat-treated parts. However, the quenching process often receives less attention even though it is equally important.
I have heard that X-ray diffraction does not tell the whole story and that I should really run a fatigue test. I understand this may be the best way, but is there another method that gives a high degree of confidence in the residual stress measurement?
Using the DANTE software, a finite element simulation was developed and executed to study the response of a carburized 5120 steel helical gear to quenching in molten salt. The computer simulation included heat-up, carburization, transfer and immersion in a molten salt bath, quenching, and air cooling. The results of the simulation included carbon distribution of phases, dimensional change, hardness, and residual stress throughout the process. The predicted results were compared against measured results for hardness, dimensions and residual stress. The excellent agreement between predictions and measured values for this carburized 5120 steel gear provides a basis for assessing the various process parameters and their respective importance in the characteristics of not only these heat-treated parts, but of other compositions and shapes.
Contact fatigue and bending fatigue are two main failure modes of steel gears, while surface pitting and spalling are two common contact fatigue failures -- caused by alternating subsurface shear stresses from the contact load between two gear mates. And when a gear is in service under cyclic load, concentrated bending stresses exist at the root fillet -- the main driver of bending fatigue failures. Induction hardening is becoming an increasingly popular response to these problems, due to its process consistency, reduced energy consumption, clean environment and improved product quality -- but not without issues of its own (irregular residual stresses and bending fatigue). Thus a new approach is proposed here that flexibly controls the magnitude of residual stress in the regions of root fillet and tooth flank by pre-heating prior to induction hardening. Using an external spur gear made of AISI 4340 as an example, this new concept/process is demonstrated using finite element modeling and DANTE commercial software.
When hardened steel components are ground, there is always the possibility of damage to the steel in the form of residual stress or microstructural changes. Methods for detecting this sort of damage have always had one or more drawbacks, such as cost, time, complexity, subjectivity, or the use of hazardous chemicals.
With the publishing of various ISO draft standards relating to gear rating procedures, there has been much discussion in technical papers concerning the various load modification factors. One of the most basic of parameters affecting the rating of gears, namely the endurance limit for either contact or bending stress, has not, however, attracted a great deal of attention.
This article focuses on bending fatigue strength improvements of P/M gearing from recent improvements in P/M technology, combined with shot peening.
Durability is the most important criterion used to define the quality of a gear. The freezing of metals has been acknowledged for almost thirty years as an effective method for increasing durability, or "wear life," and decreasing residual stress in tool steels. The recent field of deep cryogenics (below -300 degrees F) has brought us high temperature superconductors, the superconducting super collider, cryo-biology, and magnotehydrodynamic drive systems. It has also brought many additional durability benefits to metals.
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.
Spur gear surface endurance tests were conducted to investigate CBN ground AISI 9310 spur gears for use in aircraft applications, to determine their endurance characteristics and to compare the results with the endurance of standard vitreous ground AISI 9310 spur gears. Tests were conducted with VIM-VAR AISI 9210 carburized and hardened gears that were finish ground with either CBN or vitreous grinding methods. Test conditions were an inlet oil temperature of 320 K (116 degree F), an outlet oil temperature of 350 K (170 degree F), a maximum Hertz stress of 1.71 GPa (248 ksi), and a speed of 10,000 rpm. The CBN ground gears exhibited a surface fatigue life that was slightly better than the vitreous ground gears. The subsurface residual stress of the CBN ground gears was approximately the same as that for the standard vitreous ground gears for the CBN grinding method used.
Chicago- Results of recent studies on residual stress in gear hobbing, hobbing without lubricants and heat treating were reported by representatives of INFAC (Instrumented Factory for Gears) at an industry briefing in March of this year.
This paper describes the investigation of a steel-and-plastic gear transmission and presents a new hypothesis on the governing mechanism in the wear of plastic gears.
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 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.
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 paper presents the results of research directed at measuring the total stress in a pair of statically loaded and carburized spur gears. Measurements were made to examine the change in total stress as a function of externally applied load and depth below the surface.
Traditionally, gear rating procedures consider manufacturing accuracy in the application of the dynamic factor, but only indirectly through the load distribution are such errors in the calculation of stresses used in the durability and gear strength equations. This paper discusses how accuracy affects the calculation of stresses and then uses both statistical design of experiments and Monte Carlo simulation techniques to quantify the effects of different manufacturing and assembly errors on root and contact stresses.
This paper shows a method to calculate the occurring tooth root stress for involute, external gears with any form of fillets very precisely within a few seconds.
This study emphasizes the importance of a closed-loop approach togear design and manufacturing to assure designed root fillet shapes are attained in production, and gears meet the design intent.
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.
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While designing gear and spline teeth, the root fillet area and the corresponding maximum tensile stress are primary design considerations for the gear designer. Root fillet tensile stress may be calculated using macro-geometry values such as module, minor diameter, effective fillet radius, face width, etc.
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Bending stress evaluation in modern gear design is generally based on the more-than-one-hundred-year-old Lewis equation.
This article includes a brief summary of the characteristics of involute asymmetric teeth and the problems connected with the related bending tests.
Transmission errors, axial shuttling forces and friction result in bearing forces that serve as the major excitations of gear noise. This paper will use these factors as well as gear stresses and tribological factors to assist in obtaining optimal gear designs.
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).
Several trends in mechanical engineering are leading to greater surface stress on components and thus to unacceptable wear. These trends include greater stresses due to increased power densities; the need to maintain high precision of components throughout their service life; and the environmental imperative to reduce use of lubricants and additives.
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.
The connection between transmission error, noise and vibration during operation has long been established. Calculation methods have been developed to describe the influence so that it is possible to evaluate the relative effect of applying a specific modification at the design stage. These calculations enable the designer to minimize the excitation from the gear pair engagement at a specific load. This paper explains the theory behind transmission error and the reasoning behind the method of applying the modifications through mapping surface profiles and determining load sharing.
In this paper, an accurate FEM analysis has been done of the â€śtrueâ€ť stress at tooth root of spur gears in the function of the gear geometry. The obtained results confirm the importance of these differences.
Gears with an asymmetric involute gear tooth form were analyzed to determine their bending and contact stresses relative to symmetric involute gear tooth designs, which are representative of helicopter main-drive gears.
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.
One of the most effective methods in solving the edge loading problem due to excess misalignment and deflection in aerospace actuation gearing is to localize tooth-bearing contact by crowning the teeth. Irrespective of the applied load, if the misalignment and/or deflection are large enough to cause the contact area to reduce to zero, the stress becomes large enough to cause failure. The edge loading could cause the teeth to break or pit, but too much crowning may also cause the teeth to pit due to concentrated loading. In this paper, a proposed method to localize the contact bearing area and calculate the contact stress with crowning is presented and demonstrated on some real-life examples in aerospace actuation systems.
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 â€śjacked upâ€ť 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.
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.