Search Results for Hertzian fatigue

This chapter reviews the knowledge of the field of gear tribology and is intended for both gear designers and gear operators. Gear tooth failure modes are discussed with emphasis on lubrication-related failures. The chapter is concerned with gear tooth failures that are influenced by friction, lubrication, and wear. Equations for calculating lubricant film thickness, which determines whether the gears operate in the boundary, elastohydrodynamic, or full-film lubrication range, are given. Also, given is an equation for Blok's flash temperature, which is used for predicting the risk of scuffing. In addition, recommendations for lubricant selection, viscosity, and method of application are discussed. The chapter discusses in greater detail the applications of oil lubricant. Finally, a case history demonstrates how the tribological principles discussed in the chapter can be applied practically to avoid gear failure.

Gears can fail in many different ways, and except for an increase in noise level and vibration, there is often no indication of difficulty until total failure occurs. This chapter begins with the classification of gear failure modes, followed by sections discussing the characteristics of various fatigue failures. Then, it provides information on the modes of impact fractures, wear, scuffing, and stress rupture. Next, the chapter describes the causes of gear failures and discusses the processes involved in conducting the failure analysis. Finally, the chapter presents examples of gear failure analysis.

This chapter focuses on the processes and mechanisms involved in fatigue. It begins with a review of some of the early theories of fatigue and the tools subsequently used to obtain a better understanding of the fatigue process. It then explains how plasticity plays a major role in creating dislocations, breaking up grains into subgrains, and causing microscopic imperfections to coalesce into larger flaws. It also discusses the factors that contribute to the development and propagation of fatigue cracks, including surface deterioration, volumetric and environmental effects, foreign particles, and stresses generated by rolling contact.

Mechanical components often require surface treatments to meet application demands. This chapter describes several surface hardening treatments for steel and their effect on microstructure, composition, and properties. It discusses flame hardening, induction heating, carburizing, nitriding, carbonitriding, and nitrocarburizing. The discussion on carburizing addresses several interrelated factors, including processing principles, alloying, surface oxidation, residual stresses, bending fatigue, contact fatigue, and fracture.

This chapter provides a brief but practical overview of the case carburizing process. It discusses the benefits and challenges of the process and compares and contrasts it with other hardening methods. It explains how design allowables and safety factors compensate for unknowns and familiarizes readers with the steps involved in determining case depth and verifying that case carbon requirements have been met.

This chapter covers the friction and wear behaviors of carbon, alloy, and tool steels. It begins a review of commercially available shapes and forms. It then describes the metallurgy and microstructure of various designations and grades of each type of steel and explains how it affects their performance in adhesive and abrasive wear applications and in environments where they are subjected to solid particle, droplet, slurry, and cavitation erosion and fretting damage.

This chapter describes important requirements for ferrous and nonferrous alloys used for gears. Wrought surface-hardening and through-hardening carbon and alloy steels are the most widely used of all gear materials and are emphasized in this chapter. The processing characteristics of gear steels and the bending fatigue strength and properties of carburized steels are reviewed. In addition to wrought steels, the chapter provides information on the other iron-base alloys that are used for gears, namely cast carbon and alloy steels, gray and ductile cast irons, powder metallurgy irons and steels, stainless steels, and tool steels. In terms of nonferrous alloys, the chapter addresses copper-base alloys, die cast aluminum alloys, zinc alloys, and magnesium alloys.

In dynamic hardness tests, the test force is applied to the defined indenter in an accelerated way (with a high application rate). Dynamic test methods relate hardness to the elastic response of a material, whereas the classical static indentation tests determine hardness in terms of plastic behavior. This chapter describes the most important and widespread dynamic hardness testing methods. These tests fall into two categories: methods in which the deformation is measured and methods in which the energy is measured. Methods that measure deformation include the Poldi hammer method, the shearing force method, the Baumann hammer method, and the Dynatest method. Methods that measure energy include the Shore method, the Leeb method, and the Nitronic method. The chapter concludes with a discussion of applications of dynamic hardness testing.

This chapter provides information on various contributors to failure of carburized and carbonitrided components, with the primary focus on carburized components. The most common contributors covered include component design, selection of proper hardenability, increased residual stress, dimensional stability, and generation of quenching and grinding cracks. They also include insufficient case hardness and improper core hardness, influence of surface carbon content and grain size, internal oxidation, structure of carbides, and inclusion of noncarbide. Details on micropitting, macropitting, case crushing, pitting corrosion, and partial melting are also provided.

This chapter discusses the formation of free carbides and their effect on case-carburized components. It explains how alloying elements influence the composition and structure of carbide phases produced at cooling rates typical of carburizing process. It describes the morphology and distribution of the various types of carbides formed and explains how they affect mechanical properties such as hardness, residual stresses, fatigue and fracture behaviors, and wear resistance. It also provides guidance for determining what processing conditions to avoid and when and why parts should be rejected.

This chapter concerns itself with the tribology of ceramics, cermets, and cemented carbides. It begins by describing the composition and friction and wear behaviors of aluminum oxide, silicon carbide, silicon nitride, and zirconia. It then compares and contrasts the microstructure, properties, and relative merits of cermets with those of cemented carbides.

This chapter is a study of the microstructure of case-hardened steels. It explains what can be learned by examining grain size, microcracking, nonmetallic inclusions, and the effects of microsegregation. It identifies information-rich features, describing their ideal characteristics, the likely cause of variations observed, and their effect on mechanical properties and behaviors. The discussions throughout the chapter are aided by the use of images, diagrams, data plots, and tables.

This chapter reviews various ways to classify failure categories and summarizes the basic types, causes, and mechanisms of damage, with particular consideration given to whether the likelihood of the types of damage can or cannot be influenced by the heat treating of steel parts. The classical organization for types of damage (failures) is as follows: deformation, fracture, wear, corrosion or other environmental damage, and multiple or complex damage. The chapter also provides some examples of lack of conformance to specification that may at first look like the heat treater did something wrong, but where other contributing factors made it difficult or impossible for the heat treater to meet the specification.

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.

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.

This appendix is a compilation of terms and definitions related to metallurgy.

This chapter presents definitions of terms related to the metallurgy and metallographic study of irons and steels.