Honing serves an important purpose of generating specified functional characteristics for surfaces besides removing stock and involves the correction of errors resulting from previous machining operations. This article discusses the process capabilities of honing in terms of bore size, bore shape, and stock removal. It illustrates the uses of air, ring, expanding, plug, and bar gages for automatic size control in power stroking of honing tools. The article provides a short description of various honing processes, such as external honing, gear tooth honing, plateau honing, flat honing, electrochemical honing, and hone forming. It also examines various process parameters in microhoning and concludes with information on the applications of microhoning.

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 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.

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.

This article provides an overview of steel gear heat treating processes and brings out the nuances of the various important heat treating considerations for steel gear applications. The heat treatment processes covered are annealing, carburizing, hardening, low-pressure carburizing, induction hardening, through hardening, and nitriding. In view of the emerging use of mathematical modeling and optimization, a brief overview of its application for process and design optimization is also provided.

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.

Induction heat treating is used in the off-road machinery industry for hardening steel and cast iron components used in a wide range of applications. This article focuses on the usage of induction hardening components in the industry, and discusses the basic requirements of steel and cast iron to undergo induction hardening. It provides a comparison on single-shot and scan hardening methods to select the suitable one for induction heat treating of gears and sprockets. The article describes the effect of microstructure, residual stress, and workpiece position on induction hardening. It concludes with a discussion on the important factors to be considered during the installation of off-road machinery components.

This article begins with a discussion on the classification of aluminum alloys and the selection of alloy and temper based on machinability. It provides an overview of cutting force and power, tool design and material, and general machining conditions. In addition, the article discusses distortion and dimensional variation and machining problems during the machining of high-silicon aluminum alloy. It also provides information on tool design and material, speed and feed, and the cutting fluid used for various machining processes, namely, turning, boring, planing and shaping, broaching, reaming, tapping, milling, sawing, grinding, honing, and lapping. The article concludes with a discussion on drilling operations in automatic bar and chucking machines and drill presses.

This article discusses the factors influencing cast iron machining and selection of cutting fluid and cutting tool materials. It presents a comparison of machinability of different types of cast iron, namely, gray cast iron, ductile cast iron, and malleable cast iron. In addition, the article provides an overview of different methods used in the machining of cast iron, namely, turning, boring, broaching, planing and shaping, drilling, reaming, counterboring and spotfacing, tapping, milling, grinding, and honing and lapping. Nominal speeds and feeds for the machining of cast iron with single-point and box tools, ceramic tools, high-speed steel, and carbide tools are also tabulated.

Abrasive finishing is a method where a large number of multipoint or random cutting edges are coupled with abrasive grains as a bond or matrix material for effective removal of material at smaller chip sizes. This article provides a broad overview of the various categories of abrasive products and materials, abrasive finishing processes, and the mechanisms of delivering the abrasives to the grinding or machining zone. Abrasive finishing processes, such as grinding, honing, superfinishing, microgrinding, polishing, buffing, and lapping, are discussed. The article presents a brief discussion on abrasive jet machining and ultrasonic machining. It concludes with a discussion on the four categories of factors that affect the abrasive finishing or machining: machine tool, work material, wheel selection, and operational.

This article distinguishes between a surface finish and a surface texture. It provides information on the surface integrity technology that describes and controls the many possible alterations produced in a surface layer during manufacture, including their effects on material properties and the performance of the surface in service. The types of surface alterations associated with metal removal practices are described. The article discusses the surface roughness, surface integrity, and produced in manufacturing processes, and mechanical property effects. Surface alterations associated with metal removal practices of traditional and nontraditional machining operations, as well as their effect on the static mechanical properties of materials, are reviewed. Finally, the article provides guidelines for material removal, postprocessing, and inspection.

Fundamental to the machining process, is the metal-cutting operation, which involves extensive plastic deformation of the work piece ahead of the tool tip, high temperatures, and severe frictional conditions at the interfaces of the tool, chip, and work piece. This article explains that the basic mechanism of chip formation is shear deformation, which is controlled by work material properties such as yield strength, shear strength, friction behavior, hardness, and ductility. It describes various chip types, as well as the cutting parameters that influence chip formation. It also demonstrates how the service life of cutting tools is determined by a number of wear processes, including tool wear, machining parameters, and tool force and power requirements. It concludes by presenting a comprehensive collection of formulas for turning, milling, drilling, and broaching, and its average unit power requirement.

This article describes the fundamental concepts of heat treatment simulation, including the physical events and their interactions, the heat treatment simulation software, and the commonly used simulation strategies. It summarizes material data needed for heat treatment simulations and discusses reliable data sources as well as experimental and computational methods for material data acquisition. The article provides information on the process data needed for accurate heat treatment simulation and the methods for their determination. Methods for validating heat treatment simulations are also discussed with an emphasis on the underlying philosophy for the selection and design of validation tests. The article also discusses the applications, capabilities, and limitations of heat treatment simulations via selected industrial case studies for a better understanding of the effect of microstructure, distortion, residual stress, and cracking in gears, shafts, and bearing rings.

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.

Of the various thermal processing methods for steel, heat treating has the greatest overall impact on control of residual stress and on dimensional control. This article provides an overview of the effects of material- and process-related parameters on the various types of failures observed during and after heat treating of quenched and tempered steels. It describes phase transformations of steels during heating, cooling of steel with and without metallurgical transformation, and the formation of high-temperature transformation products on the surface of a carburized part. The article illustrates the use of carbon restoration on decarburized spring steels. Different geometric models for carbide formation are shown schematically. The article also describes the different microstructural features such as grain size, microcracks, microsegregation, and banding.

Shot peening is a method of cold working in which compressive stresses are induced in the exposed surface layers of metallic parts by the impingement of a stream of shot, directed at the metal surface at high velocity under controlled conditions. This article focuses on the major variables, applications, and limitations of shot peening and provides information on peening action, surface coverage, and peening intensity. It discusses the equipment used for shot recycling and shot propelling as well as the types and sizes of media used for peening. The article describes the problems in shot peening of production parts. It concludes with information on the SAE standard J442 that describes the test strips, strip holder, and gage used in measuring shot peening intensity.

This article provides an overview of the effects of various material- and process-related parameters on residual stress, distortion control, cracking, and microstructure/property relationships as they relate to various types of failure. It discusses phase transformations that occur during heat treating and describes the metallurgical sources of stress and distortion during heating and cooling. The article summarizes the effect of materials and the quench-process design on distortion and cracking and details the effect of cooling characteristics on residual stress and distortion. It also provides information on the methods of minimizing distortion and tempering. The article concludes with a discussion on the effect of heat treatment processes on microstructure/property-related failures.

Shaping and slotting are used to remove metal from surfaces through the use of a single-point tool supported by a ram that reciprocates the tool in a linear motion against the workpiece. This article discusses the process capabilities of shaping and slotting with respect to the size and configuration of the workpiece. Shaping and slotting machines develop cutting action from a straight-line reciprocating motion between the tool and the workpiece. The article describes the types of shapers such as horizontal shaper and vertical shaper. It briefly discusses the applications of high-speed steel tools and carbide tools for shaping. The article also illustrates the dimensional control of workpieces during shaping. It concludes with a discussion on gear shaping.

Distortion failure occurs when a structure or component is deformed so that it can no longer support the load it was intended to carry. Every structure has a load limit beyond which it is considered unsafe or unreliable. Estimation of load limits is an important aspect of design and is commonly computed by classical design or limit analysis. This article discusses the common aspects of failure by distortion with suitable examples. Analysis of a distortion failure often must be thorough and rigorous to determine the root cause of failure and to specify proper corrective action. The article summarizes the general process of distortion failure analysis. It also discusses three types of distortion failures that provide useful insights into the problems of analyzing unusual mechanisms of distortion. These include elastic distortion, ratcheting, and inelastic cyclic buckling.