Metal removal processes for gear manufacture can be grouped into two general categories: rough machining (or gear cutting) and finishing (or high-precision machining). This chapter discusses the processes involved in machining for bevel and other gears. The chapter describes the type of gear as the major variable and discusses the machining methods best suited to specific conditions. Next, the chapter provides information on gear cutter material and nominal speeds and feeds for gear hobbing. Further, it describes the cutting fluids recommended for gear cutting and presents a comparison of steels for gear cutting. The operating principles of computer numerical control and hobbing machines are also covered. This is followed by sections that discuss the processes involved in grinding, honing, and lapping of gears. Finally, the chapter provides information on the superfinishing of gears.

In contrast to most plastic deformation processes, the shape of a machined component is not uniquely defined by the tooling. Instead, it is affected by complex interactions between tool geometry, material properties, and frictional stresses and is further complicated by tool wear. This chapter covers the mechanics and tribology of metal cutting processes. It discusses the factors that influence chip formation, including tool and process geometry, cutting forces and speeds, temperature, and stress distribution. It reviews the causes and effects of tool wear and explains how to predict and extend the life of cutting tools based on the material of construction, the use of cutting fluids, and the means of lubrication. It presents various methods for evaluating workpiece materials, chip formation, wear, and surface finish in cutting processes such as turning, milling, and drilling. It also discusses the mechanics and tribology of surface grinding and other forms of abrasive machining.

This chapter covers the practical aspects of machining, particularly for turning, milling, drilling, and grinding operations. It begins with a discussion on machinability and its impact on quality and cost. It then describes the dimensional and surface finish tolerances that can be achieved through conventional machining methods, the mechanics of chip formation, the factors that affect tool wear, the selection and use of cutting fluids, and the determination of machining parameters based on force and power requirements. It also includes information on nontraditional machining processes such as electrical discharge, abrasive jet, and hydrodynamic machining, laser and electron beam machining, ultrasonic impact grinding, and electrical discharge wire cutting.

The qualities that make superalloys excellent engineering materials also make them difficult to machine. This chapter discusses the challenges involved in machining superalloys and the factors that determine machinability. It addresses material removal rates, cutting tool materials, tool life, and practical issues such as set up time, tool changes, and production scheduling. It describes several machining processes, including turning, boring, planing, trepanning, shaping, broaching, drilling, tapping, thread milling, and grinding. It also provides information on toolholders, fixturing, cutting and grinding fluids, and tooling modifications.

This chapter instructs the metallographer on the basic skills required to prepare a polished metallographic specimen. It is organized in a chronological sequence starting with the information-gathering process on the material being investigated, then moving on to sectioning, mounting, grinding, and polishing processes, and ending with methods used to properly store metallographic specimens. The discussion covers the preparation procedures, the materials being investigated, and equipment used to perform these procedures.

The primary objective of carburizing and hardening gears is to secure a hard case and a relatively soft but tough core. For this process, low-carbon steels (up to a maximum of approximately 0.30% carbon), either with or without alloying elements (nickel, chromium, manganese, molybdenum), normally are used. The processes involved in hardening, tempering, recarburizing, and cold treatment of carburized and quenched gears are discussed. Next, the chapter reviews the selection of materials for carburized gears and considerations related to carbon content, core hardness, and microstructure. This is followed by sections discussing some problems that can be experienced in the carburizing process and how these can be addressed, including a section on shot peening to induce compressive residual stress at and below the surface. It then discusses the applications of carburized gears and finally presents a case history of distortion control of carburized and hardened gears.

Distortion is defined as an irreversible and usually unpredictable dimensional change in a component due to thermal processing or temperature variations and loading in service. This chapter describes two types of distortion: size distortion and shape distortion. It addresses how distortion can be managed by controlling certain factors. The chapter discusses the cause and effect of distortion during nitriding, the processes involved in stock removal prior to nitriding, and the criteria for post-machining operations.

Induction heating, in most applications, is used to selectively heat only a portion of the workpiece that requires treatment. This chapter covers the basic principles, features, and metallurgical aspects of induction heating. The discussion includes the conditions required for induction heating and quenching, the use of magnetic flux concentrators to improve the efficiency of surface heating, and the quenching systems used for induction hardening. The discussion also provides information on time-temperature dependence in induction heating, workpiece distortion in induction surface hardening, residual stresses after induction surface hardening and finish grinding, and input and output control of steel for induction surface hardening of gears.

This chapter discusses the practices and procedures used to reveal and record macrostructural features such as hardening depth, weld thickness, crack size, porosity, hot folds, and machining and tooling marks. It provides information on sectioning, sample location, orientation, surface grinding, and etching. It describes macrographic etchants and the features they reveal along with common etching problems and how to avoid them. It explains how to evaluate etching results and how they can be improved using remedial processes such as light grinding. It also discusses photographic reproduction, lighting, and image enhancement techniques.

Cleaning procedures serve to remove scale, tarnish films, and other contaminants that form or are otherwise deposited on the surface of titanium during processing operations such as hot working and heat treatment. This chapter explains what makes titanium susceptible to the formation of scale and how it can be removed via belt grinding, abrasive blasting, and molten salt descaling baths. It also discusses the role of acid pickling, barrel finishing, polishing, and buffing as well as the use of chemical conversion coatings and protective platings.

This chapter discusses the factors that influence the cost and complexity of machining titanium alloys. It explains how titanium compares to other metals in terms of cutting force and power requirements and how these forces, along with cutting speeds and the use of cutting fluids, affect tool life, surface finish, and part tolerances. The chapter also includes a brief review of nontraditional machining methods.

Mechanical treatments such as grinding and shot peening are often employed in the production of case-carburized parts. Grinding, besides restoring precision, removes carbide films, internal oxidation, and high-temperature transformation products. Shot peening strengthens component surfaces and induces a stress state that increases fatigue resistance. This chapter describes both processes as well as roller burnishing. It explains how these treatments are applied and how they influence the microstructure, properties, and behaviors of case-hardened components. It also addresses process challenges, particularly in regard to grinding.

Gas (atmosphere) carburizing is the de facto standard by which all other surface hardening techniques are measured and is the emphasis of this chapter. Initially, the chapter describes the process and equipment for gas carburizing. This is followed by sections discussing the processes involved in quenching, hardening, tempering, recarburizing, and cold treatment of carburized and quenched gears. Next, the chapter reviews the selection process of materials for carburized gears and provides information on carbon content, properties, and core hardness of gear teeth. The problems associated with carburizing are then covered, followed by the processes involved in heat treat distortion and shot peening of carburized and hardened gears. Information on grinding stock allowance on tooth flanks to compensate for distortion is also provided. The chapter further discusses the applications of carburized and hardened gears. Finally, it reviews vacuum carburizing and compares the attributes of conventional gas carburizing and vacuum carburizing.

This article presents best practices for the metallographic preparation of specimens produced via thermal spray coating methods. It outlines typical metallographic preparation process flow, highlighting important considerations for obtaining a clear and representative specimen suitable for characterization via examination techniques, such as optical or electron microscopy. The process flow includes preliminary resin infiltration, sectioning, mounting, grinding, and polishing. To aid in the identification and resolution of common issues during subsequent specimen analysis, the article presents common issues, along with causes and mitigation strategies. It describes the processes involved in the interpretation of the thermal spray coating microstructure.