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.

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.

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.

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.

Prior to forging, it is often necessary to preform billet stock to achieve adequate material distribution. This chapter discusses the equipment used for such operations, including transverse rolling machines, electric upsetters, ring-rolling mills, horizontal presses, and rotary (orbital) and radial forging machines. It describes their basic operating principles as well as advantages and disadvantages.

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.

Induction heat treating is used in a wide range of applications. Typical uses, as described in this chapter, include the surface hardening of many types of shafts as well as gears and sprockets and the through-hardening of gripping teeth, cutting edges, and impact zones incorporated into various types of tools and track pins manufactured for off-highway equipment.

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.

Gear manufacture depends on machinery available, design specifications or requirements, cost of production, and type of material from which the gear is to be made. This chapter discusses the processes involved in methods for manufacturing gears, namely casting, forming, and forging.

This chapter is a compilation of terms and definitions related to component failure analysis.

In the case of gearboxes, vibration is the primary mode of failure even at the mid-range of operating speeds. Avoiding such failures requires an understanding of gearbox design, vibration theory, and material properties. This chapter details sources and types of gearbox vibrations; characteristics of gearbox vibrations; fundamentals of periodic vibrations; and vibration theory. It provides housing design for single-stage offset parallel gearboxes, high-speed gearboxes, and epicyclic gearboxes. The chapter then provides an analysis and selection of design factors for vibration reduction. It presents five types of gear tooth geometry errors. The chapter also focuses on gear quality inspection and on bearing-induced vibrations.

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.

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 chapter is a compilation of terms and definitions related to component failure analysis.