This article first reviews variations within the most common types of gears, namely spur, helical, worm, and straight and spiral bevel. It then provides information on gear tooth contact and gear metallurgy. This is followed by sections describing the important points of gear lubrication, the measurement of the backlash, and the necessary factors for starting the failure analysis. Next, the article explains various gear failure causes, including wear, scuffing, Hertzian fatigue, cracking, fracture, and bending fatigue, and finally presents examples of gear and reducer failure analysis.

Three spur gears made from 8622 Ni-Cr-Mo alloy steel formed a straight-line train in a speed reducer on a rail-mounted overslung lumber carrier. The gears were submitted for nondestructive examination and evaluation, with no accompanying information or report. Two teeth on one of the gears were found to be pitted, one low on profile and the adjacent tooth high on profile. The mating gear had a similar characteristic, two adjacent teeth with evidence of pitting and the same difference in profile. It was correctly deduced that the pitting occurred because the gears were in a static position under a reverberating load for an extended period of time.

A portion of two large spur tooth bull gears made from 4147H Cr-Mo alloy steel that had spalling teeth was submitted for evaluation. The gears were taken from a final drive wheel reduction unit of a very large open-pit mining truck. The parts had met the material and initial heat treat hardening specifications. The mode of failure was tooth profile spalling. By definition, spalling originates at a case/core interface or at the juncture of a hardened/nonhardened area. The cause of this failure was either insufficient or no induction-hardened case along the active profile. The cause was activated by a nonfunctioning induction hardening coil that did not or was not allowed to harden the midprofile of several teeth.

Failure occurred in the teeth of a case-hardening Ni-Cr-Mo alloy steel spur gear in the transmission system of heavy duty tracked vehicles. The defects were in the nature of seizure on the involute profile. Scrutiny of the transmission system showed there might be choking in the lubricating oil line. Such would cause seizure of the gears and damage. The incidence of such defects stopped after corrective measures were taken.