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.

Hardness tests provide valuable information about the quality of materials and how they are likely to perform in different types of service. This chapter covers some of the most widely used hardness testing methods, including Vickers, Rockwell, and Brinell tests, Shore scleroscope and Equotip hardness tests, and microindentation tests. It describes the equipment and procedures used, discusses the factors that influence accuracy, and provides hardness conversion equations for different types of materials. It also explains how hardness testing sheds light on anisotropy, machinability, wear, fracture toughness, and tensile strength as well as temperature effects, residual stress, and quality control.

This chapter addresses the issue of die failures in hot and cold forging operations. It describes failure classifications, fatigue fracture and wear mechanisms, analytical wear models, and the various factors that limit die life. It also includes several case studies in which finite-element modeling is used to predict die failure and extend die life.

This article briefly reviews abrasive and adhesive wear failure of reinforced polymers and polymer composites, namely particulate-filled polymers, short-fiber-reinforced polymers, polymers with continuous fibers, and mixed reinforcements and fabrics. It includes scanning electron microscope micrographs of abraded surfaces of composites against 80-grade SiC paper and under 14 N load, and worn surfaces of abraded polyether-imide composites and polyamide 66 unidirectional composites and 66 hybrid composites.

This chapter discusses the types of failures that can occur in sheet metal forming tools and explains how to mitigate their effects. It describes the factors that influence galling and wear and the benefits of special treatments and coatings. It provides information on through hardening, case (surface) hardening, and nitriding as well as hard chrome plating, vapor deposition, and thermal diffusion coating. It explains how to measure wear resistance using various tests and provides guidelines for selecting tool materials, treatments, and coatings.

This article provides details on several of the classifications of polymer wear mechanisms, using wear data and micrographs from published works. The primary goals are to present the mechanisms of polymer wear and to quantify wear in terms of wear rate. The discussion begins by providing information on the processes involved in interfacial and cohesive wear. This is followed by sections describing the wear process and applications of elastomers, thermosets, glassy thermoplastics, and semicrystalline thermoplastics. The effects of environmental and lubricant on the wear failures of polymers are then discussed. The article further includes a case study describing the tribological performance of nylon. It ends by presenting some examples of wear failures of plastics.

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 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.

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 describes the mechanical properties of fully pearlitic microstructures and their suitability for wire and rail applications. It begins by describing the ever-increasing demands placed on rail steels and the manufacturing methods that have been developed in response. It then explains how wire drawing, patenting, and the Stelmor process affect microstructure, and describes various fracture mechanisms and how they appear on steel wire fracture surfaces. The chapter concludes by discussing the effects of torsional deformation, delamination, galvanizing, and aging on patented and drawn wires.

Plastic gears are continuing to displace metal gears in applications ranging from automotive components to office automation equipment. This chapter discusses the characteristics, classification, advantages, and disadvantages of plastics for gear applications. It provides a comparison between the properties of metals and plastics for designing gears. The chapter reviews some of the commonly used plastic materials for gear applications including thermoplastic and thermoset gear materials. The chapter also describes the processes involved in plastic gear manufacturing.

This article, prepared under the auspices of the ASM Thermal Spray Society Committees on Accepted Practices, describes a procedure for evaluating residual stresses in thermal spray coatings, which is an extension of the well-known layer removal method to include the Young’s modulus and Poisson’s ratio properties of the thermal spray coating material and the substrate. It presents questions and answers that were selected to introduce residual stresses in thermal spray coatings. The article describes equipment and the laboratory procedure for the modified layer removal method and provides the description of the residual stress specimen. It also describes the procedures for applying or installing bonded resistance strain gages, the dimensions of the test specimen, the procedure for removing layers, and the method for interpreting the data to evaluate residual stresses. The spreadsheet program, “ MLRM for Residual Stresses ,” is available as a supplement to this document.

This chapter discusses the various factors influencing the evaluation of fatigue fracture of nitrided layers. It begins by describing the problems of enhancing the fatigue resistance of machine components. The significance and detailed assessment of the effect of a structural flaw are then explained, using investigations of the effect of variable core conditions on fatigue resistance as an example. This is followed by a discussion on the processes involved in the evaluation of fatigue properties of nitrided steels. The chapter also describes the determination of the fatigue characteristics of nitrided steels after the carbonitriding treatment.

This chapter provides an overview of the thermodynamics of extrusion. It begins by presenting a thermodynamic model of the extrusion process expressed in the form of finite difference equations. It then explains how the model accounts for multiple sources of heat generation, the influence of principal variables on temperature rise, and different types of temperature measurements. It also discusses the benefits of isothermal extrusion and how it achieves consistent mechanical properties in extruded components.

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 provides an overview of how the disciplines of design, material, and manufacturing contribute to engineering for functional performance. It describes the interaction of product designers and casting engineers in product development. It discusses the consequences of component failure, uncertainty in data and assumptions, and selection of the factor of safety. The chapter also presents an overview of the functional requirements for product performance and provides an overview of product design development. It also presents a partial list of the different tests that are performed on prototypes and examples of product testing. The chapter describes the requirements of a traceability system.

This chapter discusses the basic differences between direct and indirect extrusion, the application of plastic theory, the significance of strain and strain rate, friction, and pressure, and factors such as alloy flow stress and extrusion ratio, which influence the quality of material exiting the die and the amount of force required.