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).

Precision forging is defined as a closed-die forging process in which the accuracy of the shape, dimensional tolerances, and surface finish exceed normal expectations to the extent that some of the postforge operations can be eliminated. This article provides an overview of the key factors that impact the precision forging process. It provides information on the achievable tolerances and presents examples of precision forging. A discussion on forging of bevel gears/spiral bevel gears is also presented.

This article focuses on the various technology drivers for finishing methods, namely, tolerance, consistency, surface quality, and productivity. Every finishing method may be viewed as a manufacturing system consisting of four input categories: machine tool, processing tool, work material, and operational factors. The article provides a classification of finishing as a surface generation process and addresses the characteristics of the generated surfaces and the methods used to measure them. It describes the thermomechanical interactions occurring between the processing tool and the work material in the presence of machine tool and operational factors.

Press quenching is a specialized quenching technique that can be utilized during heat treatment to minimize distortion of complex geometrical components by using specialized tooling for generating concentrated forces that constrain the movement of the component in a carefully controlled manner. This article provides a detailed account of the fundamental components of quenching machines, including the upright machine section, control panel, lower die table, tooling, and the base. In addition, it summarizes the critical factors affecting component distortion during press-quenching.

Contour roll forming is a continuous process for forming metal from sheet, strip, or coiled stock into desired shapes of uniform cross section by feeding the stock through a series of roll stations equipped with contoured rolls. This article discusses the materials, roll-forming machines, tooling, and auxiliary equipment used in contour roll forming and its process variables. Tooling used in roll forming includes forming rolls and dies for punching and cutting off the material. The article discusses the additional tooling required in tube mills to weld, size, and straighten the tubes as they are produced on the machine. It describes the roll design for tube rolling and reviews the seam welding operations of pipe and tubing. The article discusses cross-sectional tolerances, the reshaping of round tubing, and factors that affect the quality, accuracy, and surface finish.

Lapping is the lower-pressure, lower-speed, and lower-power application of the use of fixed abrasives. This article begins with a discussion on the process capabilities of lapping and reviews the selection of abrasive and vehicle for lapping. It describes the methods of lapping outer cylindrical surfaces, namely, ring lapping, machine lapping between plates, centerless roll lapping with loose abrasives, and centerless lapping with bonded abrasives. In addition, the article discusses the methods employed for lapping of outer surfaces of piston rings, crankshafts, inner cylindrical surfaces, flat surfaces, end surfaces, spherical surfaces, balls, spring like parts, and gears. It also reviews the problems in flat and end lapping. The article concludes information on the use of lapping in accelerated wearing-in process for matching and aligning components of bearing assemblies.

This article discusses the different classes of gears, namely, spur, helical, herringbone, crossed-axes helical, worm, internal, rack, bevel, or face-type. It describes the methods used to cut the teeth of gears other than bevel gears: milling, broaching, shear cutting, hobbing, shaping, and rack cutting. The article also reviews the methods that are used to cut the teeth of bevel gears, such as face mill cutting, face hob cutting, formate cutting, helix form cutting, the Cyclex method, and template machining. The machining methods best suited to specific conditions are discussed. The article presents the factors influencing the choice of cutting speed and cutting fluids. It outlines two basic methods for the grinding of gear teeth: form grinding and generation grinding. The article concludes with information on the gear inspection techniques used to determine whether the resulting product meets design specifications and requirements.

This article reviews the general aspects of product design and provides an overview of the manufacturing processes and their relationship to design, with an emphasis on deformation processes. It discusses the various classes of deformation processes to illustrate their impacts on product design while taking advantage of the benefits of deformation processing.

Induction hardening is a prominent method in the gear manufacturing industry due to its ability of selectively hardening portions of a gear such as the flanks, roots, and/or tips of teeth with desired hardness, wearing resistance, and contact fatigue strength without affecting the metallurgy of the core. This article provides an overview of gear technology and materials selection. It describes different gear-hardening patterns, namely, tooth-by-tooth hardening, tip-by-tip hardening, gap-by-gap hardening, spin hardening, single-frequency gear hardening, dual-frequency gear hardening, simultaneous dual-frequency gear hardening, and through heating for surface hardening. It provides information on the different inspection methods based on the American Gear Manufacturers Association, revealing metallurgical data, hardness, and dimensions of gears. In addition, the article presents a comparative study on the mechanical properties of contour-hardened and carburized gears. It concludes by describing typical failures of induction-hardened steels and the corresponding prevention methods.

Control of grain flow is one of the major advantages of shaping metal parts by rolling, forging, or extrusion. This article shows the effects of anisotropy on mechanical properties. Cylindrical forgings commonly have a straight parting line located in a diametral plane. The alternate classes of parting lines are called either "straight" or "broken" for brevity. Regardless of whether draft is applied or natural, the forging will have its maximum spread or girth at the parting line. Proper placement of the parting line ensures that the principal grain flow direction within the forging will be parallel to the principal direction of service loading. The article reviews the mutual dependence of parting line and forging process. It provides a checklist for the forging designer that suggests a systematic approach for establishing parting line location. Finally, the article contains examples, with illustrations of parting line locations, accompanied by tables of design parameters.

Scanners are the most versatile and flexible of the equipment available to the heat treating industry for induction hardening. This article provides a general overview of scanners, and describes various critical factors, including scan speeds, rotational speeds, and center total indicator runout of vertical scanners. It presents information on the frequency selection parameters for scanning applications. The article also discusses the critical parameters and production rates in specifying and developing a tooth-by-tooth hardening process.

Ring rolling is a process for creating seamless ring shaped components using specialized equipment and forming processes. This article provides information on the applications of ring rolling. It discusses the types of machines used for ring rolling, namely, vertical rolling machines, radial-axial horizontal rolling machines, four-mandrel mechanical table mills, three-mandrel table mills, and automatic radial-axial multiple-mandrel ring mills. The article provides a discussion on the process control technology and ancillary operations of ring rolling. It describes the methods of producing ring blanks and the various types of blanking and rolling tools used in ring rolling process. The article concludes with a discussion on rolled ring tolerances and machining allowances.

Machining serves as a more specialized supplement to the forging process, particularly in the formation of cavities and holes. This article provides information on the enclosures, cavities, and holes in hammer and press forgings. It provides a checklist that serves as a guide to the procedure for reviewing the design of cavities and holes to be incorporated in forgings. The article also describes forging designs in which cavities and holes are related to rib and web designs, punchout, piercing, extruding, and combinations of these processes.