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 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 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.

The wear caused by contact stress fatigue is the result of a wide variety of mechanical forces and environments. This chapter discusses the characteristics of four types of contact stress fatigue on mating metal surfaces: surface, subsurface, subcase, and cavitation. Features and corrective actions for these contact stress fatigue are discussed. The chapter also lists some possible ways to reduce the cavitation fatigue problem.

This chapter discusses the causes and effects of wear along with prevention methods. It covers abrasive, erosive, erosion-corrosion, grinding, gouging, adhesive, and fretting wear. It also discusses various forms of contact-stress fatigue, including subsurface-origin fatigue, surface-origin fatigue, subcase-origin fatigue (spalling fatigue), and cavitation fatigue.

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 tensile testing of three types of engineering components that undergo significant loading in tension, namely, threaded fasteners and bolted joints; adhesive joints; and welded joints. It describes the standardized tensile test for externally threaded fasteners and provides a brief background on relationships among torque, angle-of-turn, tension, and friction. The chapter also describes the test methods covered in the ASTM F 606M standard, namely, product hardness; proof load by length measurement, yield strength, or uniform hardness; axial tension testing of full-sized products; wedge tension testing of full-sized products; tension testing of machined test specimens; and total extension at fracture testing. Finally, the chapter covers tensile testing of adhesive and welded joints.

This chapter addresses the issue of retained austenite in quenched carburized steels. It explains why retained austenite can be expected at the surface of case-hardened components, how to estimate the amount that will be present, and how to effectively stabilize or otherwise control it. It presents detailed images and data plots showing how retained austenite appears and how it influences hardness, tensile properties, residual stresses, fatigue and fracture behaviors, and wear resistance.

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.

This chapter covers common types of erosion, including droplet, slurry, cavitation, liquid impingement, gas flow, and solid particle erosion, and major types of wear, including abrasive, adhesive, lubricated, rolling, and impact wear. It also covers special cases such as galling, fretting, scuffing, and spalling and introduces the concepts of tribocorrosion and biotribology.

Durability is a generic term used to describe the performance of a material or a component made from that material in a given application. In order to be durable, a material must resist failure by wear, corrosion, fracture, fatigue, deformation, and exposure to a range of service temperatures. This chapter covers several types of component and material failure associated with wear, temperature effects, and crack growth. It examines temperature-induced, brittle, ductile, and fatigue failures as well as failures due to abrasive, erosive, adhesive, and fretting wear and cavitation fatigue. It also discusses preventative measures.

This chapter briefly outlines some of the basic aspects of failure analysis, describing some of the basic steps and major concerns in conducting a failure analysis. A brief review of failure types from fracture, distortion, wear-assisted failure, and environmentally assisted failure (corrosion) is also provided.

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 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.

The relationship of stress and strength gradients must be considered simultaneously in analysis of a particular type of fracture. This chapter discusses the principal elastic stress distribution in members of various shapes under different types of pure loads. A basic understanding of both the stress and strength gradients of metal parts with and without stress concentrations and under different types of loading is provided. The chapter also describes the effect of service conditions on applied stresses.

This chapter familiarizes readers with tempering and refrigeration treatments and their effect on case-carburized parts. It explains how tempering makes such parts easier to machine, more structurally and dimensionally stable, and more durable in certain applications. It identifies key process parameters and provides test data showing how they affect hardness, yield strength, bending and contact fatigue, and fracture toughness. It also addresses potential problems stemming from process-related factors such as the presence of hydrogen and the effects of aging and grinding. In regard to refrigeration, the chapter explains that it is not uncommon for subzero treatments to be included in the production of carburized parts whether as a standard procedure or optional step. Subzero cooling promotes the transformation of retained austenite to martensite, thereby increasing surface hardness and reducing the propensity of quenched carburized steels to burn and crack during surface grinding. The chapter includes numerous data plots and tables showing how the various treatments influence hardness, wear resistance, tensile properties, and fatigue and fracture behaviors.

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.

This chapter is a detailed account of the general characteristics and effects of and the methods for preventing or reducing different categories of wear failures, namely abrasive (erosive, grinding, and gouging), adhesive, and fretting wear.

This chapter outlines the major types of corrosion, their interactions, their complicating effects on fracture and wear, and some possible prevention methods. The types of corrosion considered in the chapter are galvanic corrosion, uniform corrosion, pitting corrosion, crevice corrosion, microbiologically influenced corrosion, stress-corrosion cracking, and corrosion fatigue.

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.