This article presents the mechanisms of polymer wear and quantifies wear in terms of wear rate (rate of removal of the material). Interfacial and bulk wear are discussed as well as a discussion on the wear study of "elastomers," "thermosets," "glassy thermoplastics," and "semicrystalline thermoplastics." The article also discusses the effects of environment and lubricant on the wear failures of polymers. It presents a case study on considering nylon as a tribological material and failure examples, explaining wear resistance of polyurethane elastomeric coatings and failure of an acetal gear wheel.

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.

Gears are a common part type for applications of the magnetic Barkhausen noise (MBN) techniques for nondestructive inspection. This article discusses the typical applications for MBN techniques, namely, detection of grinding retemper burn, evaluation of residual stresses, and detection of heat treatment defects, including the evaluation of case depth.

This article discusses the physical signs of rolling-contact wear (RCW). It lists the major considerations in gear design and describes the mechanisms of RCW. The article provides a guide to rolling-contact fatigue (RCF) testing methods. It explains the steps involved in the processes of RCF and RCW.

This article is concerned with gear tooth failures influenced by friction, lubrication, and wear, and especially those failure modes that occur in wind-turbine components. It provides a detailed discussion on wear (including adhesion, abrasion, polishing, fretting, and electrical discharge), scuffing, and Hertzian fatigue (including macropitting and micropitting). Details for obtaining high lubricant specific film thickness are presented. The article describes the selection criteria for lubricants, such as oil, grease, adhesive open gear lubricant, and solid lubricants. It discusses the applications of oil and gear lubricants and the types of standardized gear tests. The article presents some recommendations for selecting lubricants and lubricant viscosity for enclosed gear. It provides some examples of failure modes that commonly occur on gears and bearings in wind turbine gearboxes.

The surface of irons and steels can be hardened by introducing nitrogen (nitriding), nitrogen and carbon (nitrocarburizing), or nitrogen and sulfur (sulfonitriding) into the surface. This article lists the principal reasons for nitriding and nitrocarburizing, and summarizes the typical characteristics of nitriding processes along with a general comparison of carburizing processes in a table. It describes the two most common nitriding methods: gas nitriding and ion (plasma) nitriding. The article discusses the wear behavior of nitrided layers and the wear resistance of selected steels. Rolling-contact fatigue (RCF) occurs in rolling contacts such as bearings, rolls, and gears. The article provides a discussion on rolling-contact fatigue of nitrided steels for aerospace bearing components.

Tribology is the study of friction, lubrication, and wear. It is a multidisciplinary subject covering the mechanics of contacting surfaces, their roughness characteristics, lubrication, and material behavior under normal load as well as in traction. This article focuses on well-established and widely accepted analytical methods and design and analysis charts for dealing with some of the issues in the area of engine and power train tribology. It provides a discussion on lubricant rheology and the prediction of lubricating film thickness. The article reviews the frictional power loss in piston-cylinder conjunctions, engine bearings, and transmission and differential gearing systems.

This article describes the capabilities, limitations, advantages, and disadvantages of the powder metallurgy (PM) gear manufacturing process. It discusses the types of gears that can be produced by PM and presents the design guidelines for PM gears. The article provides information on gear tolerances and performance of PM gears. It also explains various procedures to inspect and test the mechanical properties, dimensional specifications, and surface durability (hardness).

High-alloy graphitic cast irons are used primarily in applications requiring corrosion resistance or strength and oxidation resistance in high-temperature service. This article describes the properties, applications and heat treatment processes of high-alloy graphitic cast irons, including austenitic gray irons and austenitic ductile irons. It also provides a discussion on the heat treatment of high-silicon irons for heat resisting and corrosion resisting applications.

This article introduces the general principles and applications of heat treatment to iron castings. It provides a detailed discussion on the heat treatment processes, namely, stress relieving, annealing, normalizing, throughhardening, and surface hardening for various types of cast irons. These include gray iron, ductile iron, compacted graphite iron, white iron, malleable iron, and high-alloy iron. The article describes how to control temperature and atmosphere during the heat treatment of the iron castings.

This article summarizes some of the effects of the major alloying elements in low-alloy steels and the heat treating for some common types of low-alloy steels. Coverage includes common alloys of the following low-alloy steel types: low-alloy manganese steels, low-alloy molybdenum steels, low-alloy chromium-molybdenum steels, low-alloy nickel-chromium-molybdenum steels, low-alloy nickel-molybdenum steels, low-alloy chromium steels, low-alloy chromium-vanadium steels, and low-alloy silicon-manganese steels. The article reviews heat treating parameters and processing considerations for each category of steel, including spherodizing, normalizing, annealing, hardening, and tempering.

Tool steels are an important class of steels due to their distinct applications and their specific heat treating issues. This article provides an overview of the classification and production of tool steels, and discusses the procedures and process control requirements for heat treating principal types of tool steels. It reviews the various heat treating processes, namely, normalizing, annealing, stress relieving, austenitizing, quenching, and tempering, and surface treatments and cold treating. The article also provides information on the applicability of these processes to various types of tool steels.

Ductile cast irons are heat treated to create matrix microstructures and associated mechanical properties not readily obtained in the as-cast condition. This article provides a detailed account of the general characteristics of ductile irons. It discusses the most important heat treatments of ductile irons, namely, stress relieving, austenitizing, annealing, normalizing, quenching, martempering, austempering, and surface hardening. The article elucidates the effects of these heat treatments on the mechanical properties of the ductile irons.

The choice of heat treatment depends on the service requirements of a given bearing and how the bearing will be made. This article describes the design parameters, material characteristics required to sustain performance characteristics, metallurgical properties, and dimensional stability. It also provides a description of various extensively-used heat treatment processes, namely, carburizing, carbonitriding, induction surface hardening, and nitriding associated with various bearings. In addition, the article explores the factors to be considered in selecting a process and explains why it is optimum for a specific application.

The design of a tool-steel part directly affects the susceptibility to shape distortion on heating and cooling. This article provides information on the selection of chemical composition and the effect of composition on size distortion. It explains the various factors considered to control distortion in tools steels, namely, design, initial condition, machining procedure, and heat treatment. Distortion can occur both during and after heat treatment. The article discusses the chief ways to precisely control the extent of distortion by heat treating and auxiliary mechanical methods. Stabilizing treatments, namely, stabilizing by tempering and stabilizing by cold treatment are used to minimize dimensional changes that occur following heat treatment.

Quench cracking is a brittle fracture phenomenon, and its occurrence depends not only on the stress changes but also on the mechanical characteristics of metals. Simulation of quenching processes has become possible in the analysis of quench cracking. This article commences with a discussion on the studies conducted to determine the origin of quench cracks, and then describes various test procedures for determining the susceptibility of quench cracking. It provides a description of the brittle fracture in terms of fracture mechanics and fracture toughness of quenched metals, and discusses the effects of impurities, hydrogen, and surface roughness on cracking. The article exemplifies simulation works applied to several successful cracking tests on cylindrical and complex-shaped steel parts.

This article describes the microstructure, properties, and performance of carburized steels, and elucidates the microstructural gradients associated with carbon and hardness gradients. It provides information on case depth measurement, the factors affecting case depth, and the formation and causes of microcracks. The article discusses the effects of alloying elements on hardenability, the effects of excessive retained austenite and massive carbides on fatigue resistance, the effects of residual stresses and internal oxidation on fatigue performance of carburized steels. In addition, the causes of intergranular fracture at austenite grain boundaries and their prevention methods are explored. The article also describes the major mechanisms of bending fatigue crack initiation in carburized steels.

High-alloyed white cast irons are an important group of materials whose production must be considered separately from that of ordinary types of cast irons. The metallic matrix supporting the carbide phase in the high-alloy white cast irons can be adjusted by alloy content and heat treatment to develop proper balance between resistance to abrasion and toughness needed to withstand repeated impact. This article provides a brief discussion on the heat treatment, mechanical properties, and chemical compositions of high-alloy white cast irons such as nickel-chromium white irons and high-chromium white irons.

Distortion, encompassing all irreversible dimensional changes, is of two main types: size distortion and shape distortion. This article provides an overview of the nature and causes of distortion and discusses the process and material aspects of distortion specific to steels and tool steels. It also discusses the prediction of distortion and residual stresses by heat treatment simulation for optimizing production processes. The advantages and limitations of heat treatment simulation are also described.

Precipitation hardening is a hardening mechanism found in various steels and alloy systems, such as nickel-, cobalt-, titanium-, copper-, and iron-base alloys. This article provides a brief description of precipitation hardening process, furnace equipment, surface-related problems, and protective atmospheres used in heat treatment of iron-base precipitation-hardenable (PH) superalloys. It focuses on various factors to be considered in heat treating of PH stainless steels: cleaning prior to heat treatment, furnace atmospheres, time-temperature cycles, variations in cycles, and scale removal after heat treatment. The article describes the mechanical properties, solution treatment, and aging treatment for many martensitic PH alloys, including: Alloy 17-4 PH, Alloy 13-8 Mo, Alloy 15-5 PH, Custom 450, and Custom 455; as well as semiaustenitic PH stainless steels such as Alloy 17-7 PH, Alloy PH 15-7 Mo, AM-350, Pyromet 350, AM-355, and Pyromet 355; austenitic PH stainless steel, A-286; cast PH stainless steels; and iron-nickel PH superalloys.