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Their World is
Changing
by
Neville W. Sachs, P.E.
1
Neville W. Sachs, P.E. (c) 2014
The Plan
Discuss the more important terms
Explain some types of gears and their
operation
Describe some basic gear metallurgy and
whats changing in gear design
Show how they fail
Ask some questions to see if youre learning
anything.
My thanks to The Falk Corporation (now a division of
Rexnord) for some of the pictures and lots of education.
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Neville W. Sachs, P.E. (c) 2014
Gear Tooth Terminology
Circular Pitch
Tip or Top Land
Active Profile
ADDENDUM
Pitch Circle
or
Pitch Diameter DEDENDUM
Root Fillet
Root Clearance
Diametral Pitch (DP) = # of teeth/Pitch Diameter
PINION - the driving unit (usually smaller)
GEAR or BULL GEAR - the driven unit (usually larger)
Pitch Diameter
(pd)
Tension
on the contact side
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Neville W. Sachs, P.E. (c) 2014
Gear Dedendum Compression
Wear
Hertzian Fatigue
(contact fatigue
on both teeth)
- + on the unloaded side
Tension
on the contact side
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Neville W. Sachs, P.E. (c) 2014
Worm Gears
Usually used in high reduction applications.
Worm gear and worm wheel contact action is
pure sliding with no rolling.
Many lubricants used on spur and helical
gears are not suitable for worm gears both
because the sliding action results in an
extreme example of boundary lubrication and
because some common EP additives attack
the bronze worm wheels.
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Neville W. Sachs, P.E. (c) 2014
How does a Lubricant
Prevent Wear?
Part One Surface
Ratio of the two dimensions =
100000
10000
Honey
1000
100
10
Antifreeze
0 20 40 60 80 100 120 140
20
Relative Film Thickness
Neville W. Sachs, P.E. (c) 2014
Changing Newer synthetic lubricants (PAO,
POE, PAG, PIB) with higher
Lubricant pressure-viscosity coefficients are
effecting better lubrication with
Films and improved films, less heat
generation, and higher efficiency.
Hydrodynamic
21
Relative Film Thickness
Neville W. Sachs, P.E. (c) 2014
Stress causes Elastic
Deformation
During Operation the Teeth Deform
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Neville W. Sachs, P.E. (c) 2014
Quiz questions
1. What is the basic metallurgy used for most modern
industrial and transportation gears?
2. What is the diametral pitch?
3. What is the gear module?
4. There are several common ways of sizing gears. What
are the primary differences between the AGMA 2001
and the ISO 6336 methods?
5. With what type of industrial gear metallurgy is pitting
not of immediate great concern?
6. When pressure is put on oils, what happens to their
viscosity?
7. In the shop, how should you check for the proper gear
alignment of a set of reducer gears that have been in
use? 23
Neville W. Sachs, P.E. (c) 2014
Gear Inspection Steps
Gears are designed for strength and for durability
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Neville W. Sachs, P.E. (c) 2014
Q. Why are the contact patterns
important?
A. They show us the actual loads
(forces) on the gear teeth.
1. Both root and contact stresses will vary substantially
with the accuracy of the meshing pattern.
2. Contact on the inactive flank (unloaded tooth side) from
driving forces will cause a huge increase in stresses.
With very good lighting, start by looking carefully at the active
flank contact all the way around the gear. (Does it vary?)
Then look at the back (inactive side) of the teeth.
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Neville W. Sachs, P.E. (c) 2014
Look at the Active Profile
Load Intensity vs. visible Contact Pattern for three applications
Actual Stress
Actual Stress for Contact that
4 for Contact that Ends at Mid-tooth
3 Ideal Stress Ends at Tooth Edge
Relative for Perfect Contact
Contact 2
Stress 1
0
Mesh
Pattern
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Neville W. Sachs, P.E. (c) 2014
Understanding Gear
Stress Amplitude
Design Loads
30
20
Average tooth stress needed to rotate gear Ideally the load should
10 be absolutely constant
Time
Stress Amplitude
30
Actual tooth loads
But there are always Peak tooth stress
20
variations and peak Average tooth stress
stress is critical 10 needed to rotate gear
Time
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Neville W. Sachs, P.E. (c) 2014
Load Variations
Look at the difference in peak loads with these identical
gears! Same average load, but the upper one is much
more highly stressed and will only last half as long.
30
Actual tooth loads
Stress Amplitude
Peak tooth
20
stress = 23
10
20
Peak tooth
10 stress = 18
Time 29
Neville W. Sachs, P.E. (c) 2014
Look at the Wear on
Both Sides of these Teeth
Mounted on the driveshaft of an oilfield gas engine
Green
Arrows
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Neville W. Sachs, P.E. (c) 2014
More on Varying Stress
Graphing the load seen on that gear
30
With reversing loads the peak stress is much higher and the
relative life of this gear is less than 15% of the earlier example!
Same average load, incredible difference in life.
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Neville W. Sachs, P.E. (c) 2014
Some Sources of
Load Variations
Coupling Misalignment
Gear Misalignment
Input Torque Changes
Pinion and Gear Eccentricity
Machining Errors
Torsional Vibration and Resonances
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Neville W. Sachs, P.E. (c) 2014
Tooth Alignment is
Critical
Actual Stress
Actual Stress for Contact that
4 for Contact that Ends at Mid-tooth
3 Ideal Stress Ends at Tooth Edge
Relative for Perfect Contact
Contact 2
Stress 1
0
Mesh
Pattern
THROUGH-HARDENED TOOTH
Same hardness throughout Almost always
(May or may not be hardened) below HRC 40
PITCH LINE
Active profile!
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Neville W. Sachs, P.E. (c) 2014
Corrective vs.
Destructive Pitting
But all pitting is wear
Pitting Severity
Destructive
and the question should
be How long do the
gears have to last?
Corrective
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Neville W. Sachs, P.E. (c) 2014
Destructive Pitting
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Neville W. Sachs, P.E. (c) 2014
Continued...
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Neville W. Sachs, P.E. (c) 2014
Monitoring normal dedendum wear
on through-hardened gears
Set the depth about 10% below the pitch
line and periodically measure the tooth
width with a gear tooth micrometer.
This allows you to do predictive
maintenance and monitor the effects of
changes in lubrication and operation!
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Neville W. Sachs, P.E. (c) 2014
Alignment Disaster
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Neville W. Sachs, P.E. (c) 2014
Speaking of alignment
54
Applied Technical Services, Inc. 2010
Surface (Case)
Hardened Gears
Micropitting - from heavy loads, hydraulic action, and
Hertzian fatigue
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Neville W. Sachs, P.E. (c) 2014
Micropitting on a Case
Hardened Gear
Micropitting from heavy loads caused by poor alignment
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Neville W. Sachs, P.E. (c) 2014
Uniform Micropitting Bands
Rippling of a Case
Hardened Gear
60
Applied Technical Services, Inc. 2010
Comparison Review
Through Hardened - Tough, good impact
resistance, relatively tolerant of poor
lubrication and abuse, corrective pitting can
improve contact pattern, larger gear to handle
the same loads.
Surface Hardened - More power in same
package, requires very good alignment and
lubrication, pitting is a sign of excessive loads
and can be a danger warning.
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Neville W. Sachs, P.E. (c) 2014
Overload resulting in
Rolling (Plastic Flow)
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Neville W. Sachs, P.E. (c) 2014
Case Crushing from
Overload
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Neville W. Sachs, P.E. (c) 2014
This large spall indicates a
metallurgical problem
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Neville W. Sachs, P.E. (c) 2014
Manufacturing Problem
with an intermediate Pinion Gear
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Neville W. Sachs, P.E. (c) 2014
Misalignment
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Neville W. Sachs, P.E. (c) 2014
with serious micropitting
67
Neville W. Sachs, P.E. (c) 2014
Quiz questions
1. What is the basic metallurgy used for most modern
industrial and transportation gears?
2. What is the diametral pitch?
3. What is the gear module?
4. There are several common ways of sizing gears. What
are the primary differences between the AGMA 2001
and the ISO 6336 methods?
5. With what type of industrial gear metallurgy is pitting
not of immediate great concern?
6. When pressure is put on oils, what happens to their
viscosity?
7. In the shop, how should you check for the proper gear
alignment of a set of gears in a reducer that has been
in use? 68
Neville W. Sachs, P.E. (c) 2014
Thank you for
listening!
Any questions??
69
Neville W. Sachs, P.E. (c) 2014