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.

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.

This chapter presents the purpose, design, and function of a gear. It also presents the basic stresses applied to a gear tooth. The chapter provides an overview on the bending strength and characteristics of the gear tooth.

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 presents guidelines for reducing gearbox vibration, with an emphasis on design factors that play major roles in influencing vibration.

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.

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 provides an overview of the tools and techniques used to examine failure specimens and the wealth of information that can be obtained from fracture surfaces, cracks, wear patterns, and other such features. It discusses the use of metallography, fractography, and optical and electron microscopy. It presents a number of images recorded using these methods and explains what they reveal about the mode of fracture and the state of the component prior to failure.

Steel castings are produced in thousands of designs for different applications. They fill needs in many industries, including transportation, construction machinery, earthmoving equipment, rolling mills, mining, oil and gas exploration, and power generation. This chapter touches upon the variety of applications for which steel castings can be supplied and the ranges of casting size and complexity. Photographs in this chapter provide an understanding of these applications, their size and complexity, and the types of cast steels produced.

A brittle fracture occurs at stresses below the material's yield strength (i.e., in the elastic range of the stress-strain diagram). This chapter focuses on brittle fracture in metals and, more specifically, ferrous alloys. It lists the factors that must all be present simultaneously in order to cause brittle fracture in a normally ductile steel. The chapter then discusses the macroscale characteristics and microstructural aspects of brittle fracture. A summary of the types of embrittlement experienced by ferrous alloys is presented. The chapter concludes with a brief section providing information on mixed fracture morphology.

This chapter discusses the causes and effects of ductile and brittle fracture and their key differences. It describes the characteristics of ductile fracture, explaining how microvoids develop and coalesce into larger cavities that are rapidly pulled apart, leaving bowl-shaped voids or dimples on each side of the fracture surface. It includes SEM images showing how the cavities form, how they progress to final failure, and how dimples vary in shape based on loading conditions. The chapter, likewise, describes the characteristics of brittle fracture, explaining why it occurs and how it appears under various levels of magnification. It also discusses the ductile-to-brittle transition observed in steel, the characteristics of intergranular fracture, and the causes of embrittlement.

High-speed tool steels have in common the ability to maintain high hardness at elevated temperatures. High speed steels are primarily used for cutting tools that generate heat during high-speed machining. They are designated as group M or group T steels in the AISI classification system, depending on whether the major alloying approach is based on molybdenum or tungsten. This chapter describes the effects of each of the alloying elements and carbon content on the processing, microstructures, and properties of high-speed steels. It discusses the processes involved in the solidification, hot work, annealing, austenitizing for hardening, and tempering of high-speed steels. It also discusses the processes involved in controlling grain size during austenitizing and reviews the characteristics of cooling transformations and other property changes in tempered high-speed steels. Information on multipoint cutting tools is provided. The chapter discusses the applications of high-speed tool steel and factors in selecting high-speed tool steels.

This chapter examines the phenomena of deformation and fracture in metals, providing readers with an understanding of why it occurs and how it can be prevented. It begins with a detailed review of tension and compression stress-strain curves, explaining how they are produced and what they reveal about the load-carrying characteristics of engineering materials. It then discusses the use of failure criteria and the determination of yielding and fracture limits. It goes on to describe the mechanisms and appearances of brittle and ductile fractures and stress rupture, providing detailed images, diagrams, and explanations. It discusses the various factors that influence strength and ductility, including grain size, loading rate, and temperature. It also provides information on the origin of residual stresses, the concept of toughness, and the damage mechanisms associated with creep and stress rupture, stress corrosion, and hydrogen embrittlement.

Rolling is unique in that it cannot be conducted without friction. Friction draws the workpiece into the roll gap and facilitates its passage through the deformation zone. This chapter provides an overview of the mechanics and tribology of flat rolling processes and explains how various aspects of the theory apply to shape rolling as well. It derives numerous equations and models to help quantify the forces, torque, and power involved in rolling operations and the associated heating, slip, strain distribution, and deformation in both the workpiece and rolls. It describes the friction and wear that occur in hot and cold rolling under hydrodynamic and mixed-film lubrication; the influence of viscosity, film thickness, rolling speed, interface pressure, pass reduction, and lubricant breakdown; and the effect of surface finish and defects. The chapter also provides best practices for evaluating, applying, and treating lubricants for industrially important materials including iron-base, nickel-base, and aluminum alloys.

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.