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.

This chapter discusses the factors that must be considered when selecting a lubricant for sheet metal forming operations. It begins with a review of lubrication regimes and friction models. It then describes the selection and use of sheet metal forming lubricants, explaining how they are applied and removed and how their pressure and temperature ranges can be extended by performance enhancing additives. The chapter also explains how sheet metal forming lubricants are evaluated in the laboratory as well as on the production floor and how tribological tests are conducted to simulate stamping, deep drawing, ironing, and blanking operations.

Stainless steel powders are usually made by water or gas atomization. This chapter describes both processes and the properties and characteristics of the powders they produce. It also discusses secondary processes, including drying, screening, annealing, and lubricating, and the effects of iron contamination on corrosion resistance.

This chapter describes an investigation that was conducted to determine why quill shafts were failing prematurely in gear boxes on aircraft engines. The investigation focused on the splines in a splined bore. Visual examination showed that the splines were heavily worn and covered with red powder on one end. Investigators also observed blueing, an effect of overheating. Based on these observations and the results of SEM imaging, it was concluded that the splines in the spline bore were wearing out for lack of lubrication.

This chapter reviews the types of friction that are of concern in tribological systems along with their associated causes and effects. It discusses some of the early discoveries that led to the development of friction laws and the understanding that friction is a system effect that can be analyzed based on energy dissipation. It describes the stick-slip behavior observed in wiper blades, the concept of asperities, and the significance of the shape, lay, roughness, and waviness of surfaces in sliding contact. It explains how friction forces are measured and how they are influenced by speed, load, and operating environment. It also covers rolling contact and fluid friction and the effect of lubrication.

This chapter discusses the effect of friction and lubrication on forgings and forging operations. The discussion covers lubrication mechanisms, the use of friction laws, tooling and process parameters, and the lubrication requirements of specific materials and forging processes. The chapter also describes several test methods for evaluating lubricants and explains how to interpret associated test data.

This article focuses on friction and wear as they relate to polymeric materials, covering friction and wear applications for polymeric materials. The discussion covers the causes and mechanisms of friction, wear, and lubrication; different test methods developed to simulate friction and wear mechanisms; and friction and wear test data used for polymeric materials.

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 effect of friction in the context of design. It explains how friction coefficients are determined and how they are used to make sizing and selection decisions. It covers practical issues associated with rolling friction, the use of lubricants, and the tribology of metal, ceramic, and polymer surfaces in contact. It also discusses the nature of rolling friction and provides helpful design guidelines.

This chapter discusses the basic principles of friction and the factors that must be considered when determining its effect on moving bodies in contact. It provides an extensive amount of friction data, including static and kinetic friction coefficients for numerous combinations of engineering materials and coatings. It also describes the causes and effects of the most common forms of wear, the conditions under which they occur, the role of lubrication, and wear testing methods.

This chapter covers coatings and treatments that are used to improve the friction and wear behaviors of materials. It describes modifications that work by hardening contacting surfaces, including heat treating, vacuum coating, thermal spray, and plating, and those that separate or lubricate surfaces, including solid film, chemical conversion, and vacuum coatings, surface oiling and texturing, and lubricating platings. It compares and contrasts methods based on thickness and depth and their relative effect on friction, erosion, and wear.

This chapter provides details on several specific binder formulations and a discussion of basic binder design concepts. The focus is on customization of the feedstock response to heating, pressurization, or solvent exposure for a specific shaping process. The discussion starts with the requirements of a binder system, the historical progression of binder formulations, and the use of binder alternatives to adapt to specific applications. The importance of binder handling strength to shape preservation is emphasized. The chapter provides information on the binders used for room-temperature shaping, namely slurry and tape casting systems.

This chapter covers the friction and wear behaviors of plastics and elastomers. It begins by describing the molecular differences between the two types of polymers and their typical uses. It then discusses the important attributes of engineering plastics and their suitability for applications involving friction, erosion, and adhesive and abrasive wear. It also discusses the tribology of elastomers and rubber along with their basic differences and the conditions under which they produce Schallamach waves. It includes information on polymer composites as well.

This chapter explains how to safely prepare beryllium alloy samples for metallographic analysis. It describes grinding, polishing, and etching procedures in detail. It also discusses the identification of major and minor constituents and the general appearance of beryllium microstructure.

This chapter provides guidelines and insights on the selection of materials, coatings, and treatments for friction and wear applications. It begins with a review of the system nature of tribological effects, the subtleties of friction, and the selection idiosyncrasies of the material systems and lubricants covered in prior chapters. It then presents a systematic approach for selecting tribomaterials, using an automotive fan motor as an example.

This chapter discusses the methods by which stainless steel powders are shaped and compacted prior to sintering, including rigid die compaction, metal injection molding, extrusion, and hot isostatic pressing. It explains where each process is used and how processing parameters, such as temperature and pressure, and powder characteristics, such as particle size and shape, influence the quality of manufactured parts. It describes the various stages of metal powder compaction, the role of lubricants, and how to account for dimensional changes in the design of tooling and process sequences.