This chapter begins with a review of some of the terms used in the gear industry to describe the design of gears and gear geometries. It then discusses the types of gears that operate on parallel shafts, intersecting shafts, and nonparallel and nonintersecting shafts. Next, the processes involved in the selection of gear are discussed, followed by information on the basic stresses applied to a gear tooth, the strength of a gear tooth, and the most widely used gear materials. Further, the chapter briefly reviews gear manufacturing methods and the heat treating processing steps including prehardening processes, through hardening, and case hardening processes.

Powder metallurgy (P/M) is a flexible metalworking process for the production of gears. The P/M process is capable of producing close tolerance gears with strengths to 1240 MPa at economical prices in higher volume quantities. This chapter discusses the capabilities, limitations, process advantages, forms, tolerances, design, tooling, performance, quality control, and inspection of P/M gear manufacture. In addition, it presents examples that illustrate the versatility of the P/M process for gear manufacture.

This chapter summarizes the various kinds of gear wear and failure and how gear life in service is estimated and discusses the kinds of flaws in material that may lead to premature gear fatigue failure. The topics covered are alignment, gear tooth, surface durability and breakage of gear tooth, life determined by contact stress and bending stress, analysis of gear tooth failure by breakage after pitting, and metallurgical flaws that reduce the life of gears. The chapter briefly reviews some components in the design and structure of each gear and/or gear train that must be considered in conjunction with the teeth to enhance fatigue life.

Some gears may need to be hardened only at the surface without altering the chemical composition of the surface layers. Induction hardening may be a suitable processing choice in these cases. This chapter provides information on the wide variety of materials that can be induction hardened and on process details involved in induction hardening gears. It discusses the processes involved in heating, quenching, and tempering of gears. Information on surface hardness and case depth after induction hardening, induction hardening problems, the applications of induction hardening gears, and the advancements in induction hardening are also provided.

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.

Induction and flame hardening are methods of hardening the surfaces of components, usually in selected areas, by the short-time application of high-intensity heating followed by quenching. These processes are used when gear teeth require high hardness, but size or configuration does not lend itself to carburizing and quenching the entire part. This chapter focuses on the processes involved in the induction and flame hardening, covering the applicable materials, hardening patterns, preheat treatment, quenching, tempering, surface hardness, case depth, hardening problems, dual-frequency process, and applications.

Mechanical tests are performed to evaluate the durability of gears under load. The chapter first discusses the processes involved in the computations of stress for test parameters of gear. Next, the chapter reviews the four areas of specimen characterization of a test program, namely dimensional, surface finish texture, metallurgical, and residual stress. The following section presents the tests that simulate gear action, namely the rolling contact fatigue test, the single-tooth fatigue test, the single-tooth single-overload test, and the single-tooth impact test. Finally, the chapter describes the test procedures for surface durability (pitting), root strength (bending), and scoring (or scuffing) testing.

The nitriding process can be applied to various materials and part geometries. This chapter focuses on tool steels, pure irons, low-alloy steels, and maraging steels. Various considerations such as the surface metallurgy requirements of the die, including case depth, compound layer formation, and temperature, are also discussed in this chapter. The chapter also addresses steel selection and surface metallurgy of gears.