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I. On-mach<strong>in</strong>e dress<strong>in</strong>g <strong>in</strong>tegrate<br />

<strong>the</strong> dre s<strong>in</strong>g unit with <strong>the</strong> gr<strong>in</strong>d<strong>in</strong>g<br />

head to ensure <strong>the</strong> highest level of<br />

repeatability. Compensation for<br />

wheel wear between dresses is<br />

automatic .<br />

• Designed with <strong>the</strong> flexib.ility Ito<br />

al 0 gr<strong>in</strong>d <strong>in</strong>ternal and external!<br />

gears with non-dressable Gleason<br />

high-precision vitrified or plated<br />

CBN wheels .<br />

• On-mach<strong>in</strong>e <strong>in</strong>spection analyzes<br />

stock distribution. and compensates<br />

for heat treat distortion and pari.<br />

runout. The gr<strong>in</strong>d<strong>in</strong>g cycle is optimized<br />

automatically.<br />

The bigger <strong>the</strong> gr<strong>in</strong>d<strong>in</strong>g application, <strong>the</strong>beuer we look. From 400<br />

to 4,000 mm Gleason-Pfauter Profile Gr<strong>in</strong>ders can take <strong>the</strong> lime.<br />

cost and question marks out of your process, and put more<br />

profitability <strong>in</strong>.<br />

I. Gr<strong>in</strong>d<strong>in</strong>g technology database recommends and<br />

optimizes <strong>the</strong> "perfect production" methodology.<br />

• K-Chart <strong>in</strong>spection allows specific <strong>in</strong>put<br />

for both profile<br />

and lead modifications.<br />

I. Tooth twi t compensation for noise-controland<br />

high performance application corrects tooth<br />

profile deviations.<br />

Call us. We 11cut your big gr<strong>in</strong>d<strong>in</strong>g challenges down to size.<br />

1000 University Ave., P.O..Box 22970<br />

Rochester, NY 14692-2970 U.S.A.<br />

Phone: 5&5/473-1()(X) Fax: 585/4614348<br />

Web site: www.gleason.com E-mail: salestsgleason.com<br />

Gleason delivers <strong>the</strong> pDwer. IMrS '02 - BDD'th # 6931


JULV/AUGUST <strong>2002</strong> I The Journal of <strong>Gear</strong> Manufactur<strong>in</strong>g _<br />

FEATURES<br />

26<br />

IMTS <strong>2002</strong> SPECIAL SE,CTION<br />

<strong>Gear</strong> Surface D'uralbility Devel:opment to iEnhance!<br />

Transmissiion Power Density<br />

Experiments to <strong>in</strong>crease pitt<strong>in</strong>g resistance <strong>in</strong> auto transmission gears 20<br />

Performancel A_na'lysisof H;ypoid <strong>Gear</strong>s bvTooth ,Flank Form Measurement<br />

Detailed measur<strong>in</strong>g of hypoid gears by scann<strong>in</strong>g mach<strong>in</strong>e 26<br />

M<strong>in</strong>imizat;ion of ln-Pmeess Co,rrosiohl of Aerospa,ce <strong>Gear</strong>s<br />

Experiments to reduce corrosion of gears dur<strong>in</strong>g production 36<br />

<strong>2002</strong> FAQs,and Pavilion Info , , 12<br />

<strong>2002</strong> Show Indicat'8s M<strong>in</strong>imal Recession Damalge<br />

Expected IM:TS attendance 16<br />

DEPARTMENTS<br />

12,<br />

Allon - with <strong>the</strong> Show<br />

- 9 - --<br />

A technical conference, student participation<br />

and attractions outside <strong>the</strong> show 18<br />

9<br />

Publisher's Page<br />

The E-volution of <strong>Gear</strong> Technology 7<br />

iRevolutions<br />

Edw<strong>in</strong> R..Fellows and a very large gear unit. '9<br />

I<strong>in</strong>dustry News<br />

What's happen<strong>in</strong>g <strong>in</strong> <strong>the</strong> gear <strong>in</strong>dustry .., 32<br />

Technicall Calendar<br />

Don't miss <strong>the</strong>se important upcom<strong>in</strong>g 'events 34<br />

P,roduct N!ews<br />

'The latest products for <strong>the</strong> gear <strong>in</strong>dustry 44<br />

.Advertiser Index<br />

NEW! Phone numbers and web addresses to make it easier to get <strong>in</strong><strong>format</strong>ion 49,<br />

Classifi.eds<br />

Services. Help Wanted and more 50<br />

__ ----" 52, ,Addendum<br />

A <strong>Gear</strong> With A Sweet Tooth , , , , , ..'1;2,


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Fully equipped with today's standard,<br />

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I<br />

GEAR TECHNOLOGY<br />

,EDITORIAL<br />

Publisher '& F.dito ..-iD-Chi~f<br />

Michael Goldste<strong>in</strong><br />

Manag<strong>in</strong>g Editor WiUiam R. Stoll<br />

Associate Editor Joseph L Huzelton<br />

Assistant. .Edilor Rob<strong>in</strong> Wright<br />

Editorial Consultant Paul R. Goldste<strong>in</strong><br />

Technical Editors<br />

Robert Errichello<br />

Don McVittie<br />

Robert E. Smith<br />

Dun Thurman<br />

ARI<br />

Art Director Jean Bartz<br />

Ultra Predse Hobs<br />

Accuracy Class: AAA, M, A<br />

Materials:. Carbide/Bridge/HSS<br />

•<br />

Techno[ogy, Dry/High Speed/Hard Hobb<strong>in</strong>g<br />

Range: 10 - SOO Diametral !Pitch<br />

STOCKAVAILABLE<br />

Visit<br />

itUSSELL.<br />

HOLBROOK&<br />

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17~1i' -Route 208 North, Fair Lawn. New jer:s.eyO'7"'.'lD<br />

T@lephone:201-796-51145 Fax: 201-796·S664<br />

"'~'iE1hEIUt:i~'IIIq,a.,t;,'ltA..'IF'<br />

our website at: http://www.tru-volule.com<br />

Advertis<strong>in</strong>g Manager Patricia Flam<br />

Adv~g Coord<strong>in</strong>ator Angel ica Vi loria<br />

CIRCIJLATI(IN<br />

Circulation Coord<strong>in</strong>ators<br />

D<strong>in</strong>a Krauss & Angelica Viloria<br />

Web Developer<br />

INTE.IINEl<br />

Dan MacKenzie<br />

<strong>Gear</strong> Indllstry Home Pagel M Sales<br />

Patricia Ram<br />

powertransmission.com TM Sales<br />

Michael A. Gianfrancesco<br />

!lANDAU PUBLISHING STAff<br />

President<br />

Vice President<br />

Controller<br />

Accountln/.:<br />

omce Coord<strong>in</strong>ator<br />

Michael Goldste<strong>in</strong><br />

Richard Goldste<strong>in</strong><br />

Michael Grafman<br />

Dianne Johnson<br />

Gladyce J. Cooper<br />

Phone: 847437.661)4<br />

E-mail: people@gear:lecll1lofiJgy.com<br />

Web: www.geartechnology.com<br />

www.powertransmission.com<br />

capaI_,1ncIud1ng tInII8 element.<br />

Arrow's latest success was utmztng our<br />

s1ate-of-1he-art technologies to design <strong>the</strong><br />

gear t001h geometry and to manufacture<br />

all bevel gears <strong>in</strong> 1he PT1l & AGB for<br />

Pratt & Whitney's PW 6000 eng<strong>in</strong>e.<br />

2301 Curtiss Street· Downers Grove, IL 60515<br />

Tel: (630) 969-7640 • Fax: (630) 969-0253<br />

www.arrowgear.com<br />

VOL 119,NO.4<br />

GF:,\R TEeIlNOL!) .y, l'b. Journal or ce ..<br />

I\lu""raclurlng (lSSN 07-13-6858) ls published bimonthly<br />

by Rundall Publish<strong>in</strong>g. Inc .. 1425 Lun: Avenue. PO. Bo.<br />

1426, Elk Grove village. IL 60007. (847) 437·6bQ.I. Cover<br />

price 55.00 U.S_ Periodical postage puid 01 Arl<strong>in</strong>g'a.<br />

Heigh". IL. end at addi[ional mail<strong>in</strong>g offic e, Randall<br />

Pubhsh<strong>in</strong>g makes e ..·cry effort 10 ensure that <strong>the</strong> processes<br />

do,,'libed 'n GEAR TECHNOLOGY conform 10"",ad engane;:rm~<br />

practice. Nei<strong>the</strong>r <strong>the</strong> umbers 1lIJT <strong>the</strong> pubhsber can be<br />

held respcnn ble for <strong>in</strong>juries susralned while follow<strong>in</strong>g <strong>the</strong><br />

procedures described. Postmaster: Send uddress cbunges 10<br />

GEAR TECHNOLOGY. The Journal of <strong>Gear</strong><br />

Manufncturf ng. 1425 Lum Avenue, P.O. Bu. L426. Elk<br />

Oro"< Village. IL. 60001. OConl.nts ropyriglllL-d by RAN·<br />

DA.LL Pl'BLISHlNG. [NC.. <strong>2002</strong>. No pen of lh" publica-<br />

[ion ma) be reprod ueed or uansmmed <strong>in</strong> an) form or by an)<br />

mCQn~: electronic Or mechanleuj. <strong>in</strong>dud<strong>in</strong>gthou:-cop) <strong>in</strong>g,<br />

record<strong>in</strong>g, or by any <strong>in</strong>formauon storage an rerneval system.<br />

wuhour permission <strong>in</strong> wri{<strong>in</strong>g from [he publisher.<br />

Contents or ud:-i


MACHINE<br />

Up To<br />

MORE PARTS<br />

PER HOUR.<br />

Dura-Bar Plus is a new eng<strong>in</strong>eered iron<br />

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New & Improved Dura-Bar Plus gives you<br />

A LOWER ,CO TPERPART •••<br />

PLiUS - MORE PART PER HOURI<br />

Decrease cycle time.<br />

Increase productivity!<br />

PLUS - LONGER INSERT LIFE!<br />

Reduce your downtime for<br />

tool<strong>in</strong>g change !<br />

PLUS - A DEFEO-FREE<br />

Quality guaranteed!<br />

MATERIAL!<br />

Dura-Bar Plus is available <strong>in</strong> gray and ductile<br />

iron grades and <strong>in</strong> a wide variety of sizes<br />

and shapes. For more <strong>in</strong><strong>format</strong>ion. sec<br />

web site at www.dura-bar.com.<br />

Or call<br />

I-SOD-BAR MILL<br />

(1-800-227 -6455)<br />

INCREASE "0 R MJ\ClDNlNG<br />

PRODUcrWITI' A~D S.4\'[ MONEl' wrrn<br />

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I-SOO-BAR-MILL •. 815-338-7800 • FAX: 81.5·338·1549<br />

E-mail: sa'les@dura-bar.com Internet: www.dura-bar.com


LMT-.FEITE end L.I.EBHERR'<br />

for gear cutt<strong>in</strong>g otutions ..<br />

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a newpafitnership, l<strong>in</strong> <strong>the</strong> North Amedcan market with<br />

LIIEiBHIERiR.<strong>the</strong> <strong>in</strong>dustry leader of LORENZ®$;hap<strong>in</strong>g. shav<strong>in</strong>g:<br />

and ,gaug<strong>in</strong>g tools" By comb<strong>in</strong><strong>in</strong>g <strong>the</strong> strengths of <strong>the</strong>se global!<br />

leaders, weare now North America,'ss<strong>in</strong>gle-.source so!lutionl<br />

provider <strong>in</strong> <strong>the</strong> gear <strong>in</strong>dustry.<br />

'Comb<strong>in</strong><strong>in</strong>g premium materials, st·alte-of-<strong>the</strong>-a,rt coa't<strong>in</strong>gs<br />

and <strong>the</strong> most advanced heat-Irealt<strong>in</strong>g processes, we prlovide<br />

gear cutt<strong>in</strong>gl tools that out-per1orm all o<strong>the</strong>rs. Our cont<strong>in</strong>uall<br />

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FETTE and LORENZ® product is designed alnd built toexceedl<br />

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Milli<strong>in</strong>g Cutters with Carbide Inserts<br />

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Al<strong>in</strong>g and Plug Gauges<br />

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Call our new <strong>Gear</strong> Solution Center<br />

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r<br />

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-------- -<br />

PUBUS,HER'S, PAGE<br />

_<br />

The E-volution of<br />

<strong>Gear</strong> Technology<br />

Technology creates excitement. lust consider <strong>the</strong> natural<br />

buzz around IMTS, where manufacturers will go to explore<br />

ways <strong>the</strong>y can <strong>in</strong>crease productivity. improve quality, decrease<br />

costs or provide better service.<br />

But technology is not just for manufacturers. At <strong>Gear</strong><br />

Technology, we're creat<strong>in</strong>g a buzz of OUT own. That buzz is over<br />

E·G! <strong>the</strong> next phase <strong>in</strong> OUl" technological evolutlon. E-GT<br />

stands for Electronic <strong>Gear</strong> Technology. II's one of <strong>the</strong> biggest<br />

changes we've made <strong>in</strong> ]8 years, and it's go<strong>in</strong>g to make access<br />

10 <strong>Gear</strong> Technology's <strong>in</strong><strong>format</strong>ion easier than ever before.<br />

Beg<strong>in</strong>n<strong>in</strong>g with <strong>the</strong> January/February 2003 issue, <strong>the</strong> entire COI1-<br />

tents of <strong>the</strong> magaz<strong>in</strong>e will be available electronically. That<br />

<strong>in</strong>cludes all <strong>the</strong> articles, all <strong>the</strong> advertisements. all <strong>the</strong> figures<br />

and formulas, exactly as <strong>the</strong>y appear <strong>in</strong> <strong>the</strong> pr<strong>in</strong>t version.<br />

Of course, we're not chang<strong>in</strong>g <strong>the</strong> pr<strong>in</strong>ted magaz<strong>in</strong>e. The regular<br />

version of <strong>Gear</strong> Technology will cont<strong>in</strong>ue to be available to<br />

all our qualified U.S. readers=-for free-just as it always has.<br />

Also, people outside <strong>the</strong> United States will still be able to purchase<br />

subscriptions \0 <strong>the</strong> pr<strong>in</strong>ted version.<br />

Pan of what makes E-GTexcit<strong>in</strong>g is that we're do<strong>in</strong>g someth<strong>in</strong>g<br />

thai very few o<strong>the</strong>r magaz<strong>in</strong>es are able or will<strong>in</strong>g to do.<br />

While we've always brought you <strong>in</strong><strong>format</strong>ion on lead<strong>in</strong>g edge<br />

technology related to gear manufactur<strong>in</strong>g, E-GT keeps us on <strong>the</strong><br />

lead<strong>in</strong>g edge ourselves. I'm proud of thai capability. But what's<br />

really excit<strong>in</strong>g about E-GT is how it will enable us to better<br />

serve our <strong>in</strong>dustry.<br />

E-GT means that qualified subscribers wiU have access (Q an<br />

exact copy of our magaz<strong>in</strong>e {<strong>in</strong> .<strong>PDF</strong> <strong>format</strong>) via The <strong>Gear</strong><br />

Irtdrlstry Home PageThI. You'll be able 10 retrieve an electronic<br />

version of <strong>the</strong> current i sue whenever you want. You'll be able<br />

to store it on your hard drive to create an archive of issues for<br />

easy reference. And you'll, be able to search through a particular<br />

issue for keywords or company names. You'll be able to receive<br />

E-GT when you're travel<strong>in</strong>g. You'll be able to carry it on your<br />

laptop or bum it onto a CD.<br />

S<strong>in</strong>ce we began publish<strong>in</strong>g <strong>Gear</strong> Technolog), <strong>in</strong> 1984, our<br />

mission has been to serve <strong>the</strong> gear <strong>in</strong>dustry with <strong>the</strong> best possible<br />

technical and educational <strong>in</strong><strong>format</strong>ion related to <strong>the</strong> design,<br />

process<strong>in</strong>g, manufactur<strong>in</strong>g and <strong>in</strong>spection of gears. Today, our<br />

mission is <strong>the</strong> same ..E-GT makes it easier for LIS to carry it out.<br />

For example, wilth each pass<strong>in</strong>g year, <strong>the</strong> gear <strong>in</strong>dustry has<br />

become more global. Until now. we've had to charge subscribers<br />

outside <strong>the</strong> United States to offset <strong>the</strong> substantial costs of mail<strong>in</strong>g<br />

<strong>the</strong> magaz<strong>in</strong>e. E-GTelim<strong>in</strong>ales those costs, It will be available<br />

for free to qualified subscribers anywhere <strong>in</strong> <strong>the</strong> world.<br />

Ano<strong>the</strong>r benefit for subscribers outside <strong>the</strong> United Stales is<br />

that <strong>the</strong>y' II no longer have to wait two or more weeks extra 10<br />

receive <strong>the</strong>ir issues by mail. They'll have access to <strong>the</strong> content<br />

as soon as <strong>the</strong> issue is published and <strong>the</strong> electronic version is<br />

uploaded<br />

to our website.<br />

To ensure that our magaz<strong>in</strong>e is reach<strong>in</strong>g <strong>the</strong> right audience,<br />

our electronic subscribers will fill out .1 qualification card once<br />

per year, just as <strong>the</strong>y do with our pr<strong>in</strong>ted version. Part of that<br />

qualification card will <strong>in</strong>clude <strong>the</strong> subscriber's e-mail address.<br />

When each issue becomes available onl<strong>in</strong>e, we'll e-mail <strong>the</strong><br />

subscribers a notice to I.e! <strong>the</strong>m know <strong>the</strong>y can download <strong>the</strong><br />

issue at <strong>the</strong>ir convenience.<br />

£-GTis a cont<strong>in</strong>uation of <strong>the</strong> process we began <strong>in</strong> 1996. with<br />

<strong>the</strong> launch<strong>in</strong>g of The <strong>Gear</strong> Industry Home Pag,e, which<br />

rema<strong>in</strong>s <strong>the</strong> Internet's premier marketplace for <strong>the</strong> mach<strong>in</strong>ery,<br />

cutt<strong>in</strong>g tools and services<br />

related to gear manufactur<strong>in</strong>g.<br />

In 1.997, we launched<br />

powertraIJSlllissioll.c.om<br />

to serve as a portal for manufacturers<br />

and buyers of<br />

gears,<br />

gear dri ves and o<strong>the</strong>r<br />

power transmission components,<br />

Today, those two<br />

websites deliver more than<br />

200,000 page views and<br />

50,000 user sessions per<br />

month. They've grown, evolved and taken all. a life of <strong>the</strong>ir<br />

own, becom<strong>in</strong>g an everyday pan of <strong>the</strong> fabric of <strong>the</strong> <strong>in</strong>dustry. I<br />

expect<br />

E-GT to do <strong>the</strong> same.<br />

Michael Goldste<strong>in</strong>.<br />

Publisher<br />

& Editor-ill-Chief<br />

P.S. Those of you who Ire <strong>in</strong>terested <strong>in</strong> becom<strong>in</strong>g E-G1 subscribers<br />

cln now log on to Th. Go"IffIUIfIy H"",. I'Ige'" Ind fill out tile<br />

simple qualificetion form. Visit www.ge.ltIChnDlogy.com and<br />

look for <strong>the</strong> E-G1button. We're <strong>in</strong>terested <strong>in</strong> your commenllibout<br />

how E-G1 and our o<strong>the</strong>r prodIcts can .ate you more tfftctive Ind<br />

successful. Whl' ide .. do yoI have that WI hlven't thought of yet?<br />

Let us hear from you .. pBOplt41ge,ltIChnology.cDfll.<br />

wWIW.powerfransmluion.com· WWW.gearlechnology.com • GEAR TECHNOLOGY· JULV/AUGUST <strong>2002</strong> 7


Produc,tivity ls synonyml'ous with<br />

Kll<strong>in</strong>g,el:n,be,rg-,Oe'rlikon.<br />

Our vision is <strong>the</strong> longlerm tech:nological palnnersh:ip'<br />

wiithl o'ur cu'siomers.<br />

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REVOLUnONS<br />

Edw,<strong>in</strong> IR.IFeliows:<br />

Sh,api<strong>in</strong>g <strong>the</strong> O,ear -Industry<br />

On <strong>July</strong> 13, 1896, a former w<strong>in</strong>dow<br />

dresser received a $5.000 budget to start<br />

a company for mak<strong>in</strong>g his far-reach<strong>in</strong>g<br />

<strong>in</strong>vention: <strong>the</strong> gear shaper mach<strong>in</strong>e.<br />

The former w<strong>in</strong>dow dresser was<br />

Edw<strong>in</strong> R. Fellows from Torr<strong>in</strong>gton, CT.<br />

The money was from subscribers (read:<br />

venture capitali ts). And his <strong>in</strong>vention<br />

was an idea he worked<br />

on while a draftsman<br />

at Jones & Lam on Mach<strong>in</strong>e Co. <strong>in</strong><br />

Spr<strong>in</strong>gfield.<br />

VT.<br />

In 1916, <strong>the</strong> Fellows <strong>Gear</strong> Shaper Co.<br />

reached $1 million <strong>in</strong> mach<strong>in</strong>ery sales<br />

for <strong>the</strong> first lime. The bus<strong>in</strong>ess that<br />

became Fellows Corp. was on its way.<br />

By <strong>the</strong>n, Fellows was a director of his<br />

company.<br />

In 1896, though, he was its 31-yearold<br />

manager, with a workforce of seven<br />

people. His first gear shape]" mach<strong>in</strong>e<br />

was completed <strong>in</strong> 1897 ,though an experimental<br />

version had been built <strong>in</strong> 1896, at<br />

a mach<strong>in</strong>e shop <strong>in</strong> Fitchburg MA.<br />

Fellows' mach<strong>in</strong>e <strong>in</strong>troduced a new<br />

type of gear-cull<strong>in</strong>g tool. His shaper cut-<br />

ter was a. hardened, ground gear with<br />

sharpened teeth.<br />

"At that time, no one else was mak<strong>in</strong>g<br />

gear (shaper) cutters," says Don<br />

Whitney. a former manager of Fellows<br />

Corp. 's cutter-eng<strong>in</strong>eer<strong>in</strong>g<br />

department.<br />

By 1905, Fellows' company was<br />

already hav<strong>in</strong>g an impact on <strong>the</strong> automobile<br />

<strong>in</strong>dustry. That impact is reflected <strong>in</strong><br />

Precision Valley, an account of <strong>the</strong><br />

mach<strong>in</strong>e-tool <strong>in</strong>dustry that developed <strong>in</strong><br />

<strong>the</strong> valley where Spr<strong>in</strong>gfield is located.<br />

The book lists automobile manufacturers<br />

that were Fellows customers <strong>in</strong><br />

1905. Those manufacturers <strong>in</strong>cluded<br />

Buick Motor Co., Packard Motor Car<br />

Co., Olds Motor Works" Dodge<br />

Bro<strong>the</strong>rs,<br />

Cadillac Motor Car Co., and Pierce-<br />

Arrow Motor Car Co.<br />

Before his company's start, though.<br />

Fellows got his start <strong>in</strong> Spr<strong>in</strong>gfield with<br />

<strong>the</strong> help of a mend, James Hartness.<br />

Hartness is remembered as a prom<strong>in</strong>ent<br />

Vermont <strong>in</strong>dustrialist and public figure.<br />

He is credited with 12() patents,<br />

rang<strong>in</strong>g from <strong>the</strong> flat turret la<strong>the</strong> to a<br />

safety razor. Irt 1900, he became president<br />

of Jones & Lamson. In 1921, he<br />

became Vermont's governor.<br />

In 1889, though, Hartness was an<br />

employee at Jones & Lamson and was<br />

urg<strong>in</strong>g his Connecticut<br />

friend to jo<strong>in</strong> him.<br />

Fellows did so and became a Jones &<br />

Lamson employee <strong>in</strong> 1.889..<br />

The future <strong>in</strong>dustrialists knew each<br />

o<strong>the</strong>r through Fellows' mo<strong>the</strong>r.<br />

Years eartier, Fellows' fa<strong>the</strong>r bad died<br />

while Fellows was <strong>in</strong> high school.<br />

Afterward, Fellows' mo<strong>the</strong>r took <strong>in</strong><br />

boarders.<br />

"Young Hartness was one of <strong>the</strong><br />

boarders," Whitney says. "He and Edw<strong>in</strong><br />

personal curiosity. For a time, Whitney<br />

taught a cutter design course at Fellows<br />

Corp., so he researched <strong>the</strong> company's<br />

history to create a preface for <strong>the</strong> booklet<br />

used <strong>in</strong> <strong>the</strong> course.<br />

As for his personalcuriosity <strong>the</strong> 45-<br />

year employee of Fellows Corp. say :<br />

"I'm naturally <strong>in</strong>terested <strong>in</strong> it becau e<br />

that was my life,"<br />

Fellows' <strong>in</strong>vention received public<br />

recognition just a few years after his<br />

company's start.<br />

In 1899. Fellows received <strong>the</strong> John<br />

Scott Award from <strong>the</strong> city of Philadelphia<br />

for his gear shaper mach<strong>in</strong>e and cutter.<br />

The award is given to men and<br />

women whose <strong>in</strong>ventions contribute :<strong>in</strong><br />

outstand<strong>in</strong>g ways to people's comfort.<br />

welfare and happ<strong>in</strong>ess. O<strong>the</strong>r recipients<br />

of <strong>the</strong> award <strong>in</strong>clude Marie Curie,<br />

Thomas Edison, Jonas Salk and Orville<br />

and Wilbur<br />

a significant advance <strong>in</strong> gear manufac-<br />

were good friends."<br />

tur<strong>in</strong>g.<br />

Edw<strong>in</strong> R. If,ellows: Thill tonner w<strong>in</strong>dow dresser<br />

mad'e ,good as, <strong>the</strong> <strong>in</strong>ventor of tbe' gear sbaper<br />

Whi.tney knows about Fellows and his Also, Fellows' gear shaper could<br />

mach<strong>in</strong>e.<br />

company from work-related research and make "shoulder gears," two differentwww.pow6r/ransmlsslon.com·'<br />

www.g6artachnology.com· GEAR TECHNOLOGY' JULY/AUGUST <strong>2002</strong> 9<br />

Wright.<br />

Fellows' mach<strong>in</strong>e made gears by simulat<strong>in</strong>g<br />

<strong>the</strong> mesh<strong>in</strong>g of two gears rotat<strong>in</strong>g<br />

around two parallel axes, A gear blank<br />

would be mounted on a vertical arbor. A<br />

complete gear, <strong>the</strong> cutter would. <strong>the</strong>n<br />

move up and down as it and <strong>the</strong> blank<br />

slowly revolved synchronously.<br />

As Whitney expla<strong>in</strong>s, one cutter<br />

could produce spur and. helical gear of<br />

any size, with any number of teethwhe<strong>the</strong>r<br />

<strong>the</strong>y were external or <strong>in</strong>ternal<br />

gears. L.T.C. Holt, though. notes a<br />

restriction<br />

<strong>in</strong> his book A Shorr History of<br />

Mach<strong>in</strong>e Tools: Fellows' cutter could<br />

make different-sized gears so long as<br />

<strong>the</strong>ir pitches were <strong>the</strong> same and <strong>the</strong><br />

gears'<br />

was made<br />

teeth had <strong>the</strong> helix angle <strong>the</strong> cutter<br />

to create.<br />

Whitney says that ability represented


sized gears on <strong>the</strong> same shaft with little<br />

clearance between <strong>the</strong>m. That ability<br />

permitted more compact design of automobile<br />

transmissions.<br />

In Holt's op<strong>in</strong>ion, though, Fellows'<br />

cutter-gr<strong>in</strong>d<strong>in</strong>g mach<strong>in</strong>e was more significant<br />

than his gear shaper mach<strong>in</strong>e. He<br />

expla<strong>in</strong>s that Fellows' precision gr<strong>in</strong>di ng<br />

mach<strong>in</strong>e foreshadowed <strong>the</strong> gr<strong>in</strong>d<strong>in</strong>g of<br />

hardened gears as a common step <strong>in</strong> production.<br />

Fellows worked for his company for<br />

<strong>the</strong> rest of his life. He was president and<br />

• Threads, He'lical'<br />

and Involute,<br />

• Straighl or TS,pered<br />

Spl<strong>in</strong>e,s on :Shalb<br />

110P,roduclion<br />

Roll<strong>in</strong>g<br />

'. Palenleo Motorized,<br />

Boll<strong>in</strong>g. Mill<strong>in</strong>g,<br />

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'Build<br />

REVOLUTIONS<br />

director when he died May 21, 1945.<br />

Fellows Corp. cont<strong>in</strong>ued to serve gear<br />

manufacturers for ano<strong>the</strong>r 57 years. It<br />

stopped operations Feb. 13, its parent<br />

company fil<strong>in</strong>g for bankruptcy.<br />

On May 23, BF Acquisition won its<br />

bid for Fellows Corp. BF Acquisition is<br />

an affiliate of Park Corp., an Ohio-based<br />

company.<br />

As reported <strong>in</strong> <strong>the</strong> Rutland' Herald of<br />

Rutland, VT, BF Acquisition bid $3.72<br />

million for <strong>the</strong> company.<br />

BF Acquisition's purchase was<br />

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expected to receive f<strong>in</strong>al approval May<br />

28 from U.S. Bankruptcy Court <strong>in</strong><br />

Delaware. Clos<strong>in</strong>g on <strong>the</strong> sale was<br />

expected to occur May 31.<br />

A Two~Story<strong>Gear</strong> Unit<br />

BHS-C<strong>in</strong>c<strong>in</strong>nati Getriebetechnik GmbH<br />

of Sonthofen, Germany, recently delivered<br />

what it says is <strong>the</strong> world's large t<br />

<strong>in</strong>tegral gear unit at more than 5 meters<br />

wide, more than 4.5 meters tall and<br />

weigh<strong>in</strong>g more than 42 tons. The gear<br />

unit was sold to MA<br />

; Turbomasch<strong>in</strong>en<br />

AG, GHH Borsig, of Berl<strong>in</strong>. a German<br />

compressor manufacturer.<br />

MAN Turbomasch<strong>in</strong>en' eu tomer, a<br />

Ch<strong>in</strong>ese chemical plant. plans to use this<br />

gear unit for manufactur<strong>in</strong>g purefied<br />

terephthalic acid (PTA), a material used<br />

<strong>in</strong> polyester fiber production.<br />

What's unique about <strong>the</strong>se large <strong>in</strong>tegral<br />

gear units is that <strong>the</strong> compressor is<br />

not mounted <strong>in</strong> l<strong>in</strong>e with <strong>the</strong> gear drive<br />

but is directly mounted to <strong>the</strong> gear cas<strong>in</strong>g.<br />

says BHS eng<strong>in</strong>eer<strong>in</strong>g sales manager<br />

Stefan Burkart. With this arrangement,<strong>the</strong><br />

efficiency rate can be significantly<br />

improved and <strong>the</strong> space requirement<br />

significantly reduced versus traditional<br />

stand-alone units,<br />

O<strong>the</strong>r companies make this k<strong>in</strong>d of<br />

device, but this one is larger than most.<br />

However. similar sized <strong>in</strong>tegral gear<br />

units are sold by Flender Corp. of<br />

Bochoh, Germany •.and SMS Dernag AG<br />

of Dusseldorf,<br />

Germany,<br />

The primary advantage of <strong>the</strong> <strong>in</strong>tegral<br />

gear unit is <strong>the</strong> compact <strong>in</strong>stajlauon it<br />

provides through <strong>the</strong> elim<strong>in</strong>ation of <strong>the</strong><br />

coupl<strong>in</strong>g along w.ith <strong>the</strong> capability of<br />

mount<strong>in</strong>g <strong>the</strong> compressor hous<strong>in</strong>g<br />

directly to <strong>the</strong> gearbox, says Patrick<br />

Potter, sales eng<strong>in</strong>eer at BHS-C<strong>in</strong>c<strong>in</strong>nali<br />

Even for s<strong>in</strong>gle-p<strong>in</strong>ion units, this i a ignificant<br />

advantage because <strong>the</strong> compressor<br />

hous<strong>in</strong>g can be overhung from <strong>the</strong><br />

skid. which allows much more flexibility<br />

<strong>in</strong> pip<strong>in</strong>g arrangements for <strong>the</strong> compressor's<br />

process ga ,<br />

For multiple-p<strong>in</strong>ion units, <strong>the</strong> ability<br />

to mount <strong>the</strong> compressor cas<strong>in</strong>gs directly<br />

~Q <strong>the</strong> gearbox is a technical and co t<br />

advantage because multiple stages of


1 -------<br />

.. REVOLUTilONS<br />

:Stand<strong>in</strong>g talll at '4.5metllrs and weighillg <strong>in</strong> at ,4,2<br />

tons, 'this <strong>in</strong>tegral g,ear unit hom BHS·'C<strong>in</strong>c<strong>in</strong>nati<br />

'l.ieuiebetech~k Gmb'lI ,ofSaniliofeu'. Gellllan-y. is<br />

(he rllsult of work by ,8 tea m of ,eng<strong>in</strong>ears and<br />

was cold to ., Cb<strong>in</strong>ese chemical plant<br />

compression canal! be handled by one<br />

gearbox. <strong>in</strong> lead of requir<strong>in</strong>gevera]<br />

separate stand-alone units, Potter says.<br />

The space-efficiency of <strong>the</strong> <strong>in</strong>tegral<br />

gear unit is accompanied by operat<strong>in</strong>g<br />

efficiency=-thrust collars elim<strong>in</strong>ate <strong>the</strong><br />

need for higb speed thrust bear<strong>in</strong>gs, and<br />

power losses are typically lower than<br />

stand-alone unit. Also, iace<strong>the</strong> journal<br />

bear<strong>in</strong>gs for <strong>the</strong> compressor wheel are<br />

dim,<strong>in</strong>ated (<strong>the</strong> i.mpellers are mounted on<br />

<strong>the</strong> pi nions and <strong>the</strong> compressor uses gear<br />

unit bear<strong>in</strong>gs). a fur<strong>the</strong>r redaction <strong>in</strong> system<br />

power los is realized.<br />

The freedom <strong>in</strong> elect<strong>in</strong>g different<br />

p<strong>in</strong>ion peeds allow an optimization of !<br />

<strong>the</strong> aerodynamic effi.ciency<strong>in</strong> each tage :<br />

of compression, Potter ays. This<br />

expla<strong>in</strong>s why <strong>the</strong> overall power loss of<br />

an <strong>in</strong>regralgeared compres 'or i typically<br />

much lower than rand-alone unit .<br />

With <strong>the</strong> ability to drive up to to<br />

flange-mounted impellers, <strong>the</strong> units are<br />

equipped with thrust collars to elim<strong>in</strong>ate<br />

<strong>the</strong> high speedthrust bear<strong>in</strong>gs. The collars<br />

transfer <strong>the</strong> th rust to <strong>the</strong> bull gear.<br />

where <strong>the</strong> axial load is taken bya [ow<br />

peed thrust bear<strong>in</strong>g. The compressors'<br />

impellers are eared all extended. p<strong>in</strong>ion<br />

shaft. and <strong>the</strong> pirafhous<strong>in</strong>g are flange<br />

mounted<br />

onto <strong>the</strong> gear hous<strong>in</strong>g.<br />

Featur<strong>in</strong>g <strong>in</strong>gle-helical gear<strong>in</strong>g with<br />

p<strong>in</strong>ion of thrust collar de ign, <strong>the</strong> gearbox<br />

design holds upper and lower hou -<br />

109 components for two- to four-stage<br />

applications. For five- to eight- tage<br />

designs ..customers<br />

can use upper, middle<br />

and lower hou mg component .<br />

To have n<strong>in</strong>e- and IO-stage compresor<br />

applications, <strong>the</strong> customer has to<br />

<strong>in</strong>stall a fifth p<strong>in</strong>ion below <strong>the</strong> bun gear.<br />

This pillion also call drive <strong>the</strong> bull gear<br />

and gearbox for turb<strong>in</strong>e applications.<br />

Regardless of <strong>the</strong> end use. Europeans<br />

are buy,<strong>in</strong>g tile <strong>in</strong>tegral gear unit elll<br />

masse. S<strong>in</strong>ce February, 50 units have<br />

been sold by BHS·C<strong>in</strong>c<strong>in</strong>nati, which is<br />

manufactur<strong>in</strong>g <strong>the</strong>m at a rate of about<br />

100 units a year. A full 90 percent of<br />

<strong>the</strong>se mach<strong>in</strong>es are sold <strong>in</strong> Europe for<br />

U)O,OOO 'to 1 million euros, or about<br />

$92,000 to $9[8,000 apiece. The rest of<br />

<strong>the</strong> sales are split between companies <strong>in</strong><br />

America and Japan.O<br />

Ten Us Whit You Th<strong>in</strong>k. , .<br />

V"IIH www.,..,.lHroIogy.comto<br />

• RIle dIiI col ...<br />

• __ .... 11hnIIion<br />

• COIIIct lite COIIIPIIiet .........<br />

H!.9. ,h Performance<br />

LI!Ii(le Neiver<br />

YOIU'Vlel<br />

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Seenl<br />

Come! See <strong>the</strong>' IN'ew Reishauer<br />

You know Reishauer<br />

lor superior Cont<strong>in</strong>uous<br />

Generat<strong>in</strong>g <strong>Gear</strong> Gr<strong>in</strong>d<strong>in</strong>g<br />

mach<strong>in</strong>es. This year at<br />

IMTS, along with a complete l<strong>in</strong>e of Diamondl<br />

IDr,Bss<strong>in</strong>g TOlIls" we'll <strong>in</strong>troduce Ihe completely<br />

new RZ 400. Incorporat<strong>in</strong>g all of <strong>the</strong> successful<br />

technology of our past series and much more,<br />

<strong>the</strong> new RZ 400 will revolutionize <strong>the</strong> way<br />

spur and helical gears are ground.<br />

RZ4'DOIn Acli:on •.,.,<br />

The RZ 400 r,educes manufactur<strong>in</strong>g costs tIlrough:<br />

• Increased flexibility for a variety 01 tooth geometries<br />

• Substantially faster cycle times<br />

• Rapid changeovers lor small lot size production<br />

• Automatic load<strong>in</strong>g as a standard option<br />

Make a pit stop <strong>in</strong> <strong>the</strong> Reishauer booth to have one of<br />

our Pertormance Team take for you lor a sp<strong>in</strong> around<br />

<strong>the</strong> future of hard gears.<br />

flEISHAUEFI<br />

Reishauer Corporation Elg<strong>in</strong>, Il60123<br />

ph: 847-888-3828<br />

VNffl. reishauer.com<br />

fax: 847-888.Q343<br />

IIIIIIIIIIII,pollll8r'rsnsmission.com· IIII"'IIII,(J811rI9Chnoio!1y.com • GEAR TECHNOLOGY' .J'ULYIAUGUST <strong>2002</strong> 11


... _ •• -.- -IIIMTS<strong>2002</strong>1 ----------.<br />

20'O-2-,FAQ!-- I _ IS a,n ~-Id-! Pasilion _ __ _ Info.' _<br />

Rob<strong>in</strong> W,right<br />

IMTS PAVIUO IS<br />

Abrasive Mac'hi,n<strong>in</strong>gJSaw<strong>in</strong>gJIFl<strong>in</strong>is'll<strong>in</strong>g-!North Build<strong>in</strong>g. HaIlIB,<br />

This pavilion will feature cyl<strong>in</strong>drical gr<strong>in</strong>ders; <strong>in</strong>ternal gr<strong>in</strong>ders;<br />

angular wheelside gr<strong>in</strong>ders; creep feed gr<strong>in</strong>ders; thrufeed<br />

gr<strong>in</strong>ders; centerless gr<strong>in</strong>ders; surface gr<strong>in</strong>ders; abrasive belt<br />

gr<strong>in</strong>ders: jig gr<strong>in</strong>ders; CNC tool and cutter gr<strong>in</strong>ders; universal<br />

gr<strong>in</strong>ders; earngr<strong>in</strong>ders: bench, crankshaft and abrasive cutoff<br />

mach<strong>in</strong>es; band saws; circular saws; lapp<strong>in</strong>g mach<strong>in</strong>es; balanc<strong>in</strong>g<br />

mach<strong>in</strong>es; hon<strong>in</strong>g mach<strong>in</strong>es and polish<strong>in</strong>g mach<strong>in</strong>es,<br />

IControlsand CAD-CAMI-EastIBuild<strong>in</strong>g, Halll D<br />

This pavilion focuses on CIMICAD/CAM<br />

systems, CNC controls,<br />

automation management systems, communications systerns<br />

and LANs, software development systems and services,<br />

computers and software, <strong>in</strong>struments-controls and systems <strong>in</strong>tegration<br />

services.<br />

IEDMI-East Build<strong>in</strong>g l , HalilD<br />

One of <strong>the</strong> Jargest ga<strong>the</strong>r<strong>in</strong>gs of EDM manufacturers ever<br />

assembled, <strong>the</strong> pavilion features C C wire EDM, EDM filtration<br />

system and supplies, ram-type EDM, metal dis<strong>in</strong>tegrators<br />

and die s<strong>in</strong>k<strong>in</strong>g mach<strong>in</strong>es.<br />

12 JULY/AUGUST <strong>2002</strong>' GEAR TECHNOLOGY' www.g6llrtechnology.com' www.powerlransmlsslon,com


_____ IIMT.S.<strong>2002</strong> _<br />

<strong>Gear</strong> Gen.eration-N'orth Buiild<strong>in</strong>gl. Hall B:<br />

<strong>Gear</strong> bobbers, gear shapers, gear cutter, gear shavers, broach<strong>in</strong>g<br />

equipment, gear gr<strong>in</strong>d<strong>in</strong>g equipment and gear measur<strong>in</strong>g<br />

equipment are howcased <strong>in</strong> this pavilion.<br />

Mach<strong>in</strong>e' Com,ponents/CleanilngjEnvironmenCa,I-East Build<strong>in</strong>g.<br />

Hall D<br />

Air purification equipmeot and services, sat:ety guards, mats and<br />

equipment, filtralion equipment, water and oil purification, air filtration,<br />

oil separation, ump cleaners, noise control equipment,<br />

dust removers, electrical equipment, way covers/tracks, storage<br />

systems,<br />

parts cleaners, parts washers, materials handl<strong>in</strong>g/storage<br />

ystem ,'ball crews, bear<strong>in</strong>gs, sp<strong>in</strong>dle, conveyors. coat<strong>in</strong>gs,<br />

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IWww.p,,·werlran$ffli$sicm.com " WWW.ge8fI8cllnology.com • ClEAR TECHNOLOGY' JULY/AUGUST <strong>2002</strong> 15


1 V<br />

1 The<br />

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AGMA's 20'02<br />

FALL TECHNICAL<br />

<strong>2002</strong> S!HOW INDilCATES MI,NIMAL<br />

RECESSION DAMA'GE<br />

Despite <strong>the</strong> <strong>in</strong>dustry's economic hardship, projections for <strong>the</strong><br />

IMTS <strong>2002</strong> Show <strong>in</strong>dicate a relatively normal level of activity.<br />

Early figures from AMT reflect that attendance at this year's<br />

75th anniversary<br />

show will be similar <strong>in</strong> number to <strong>the</strong> last<br />

show, held <strong>in</strong> 2000. Approximately 100,000 professionals have<br />

completed <strong>the</strong> preregistration procedure, which is close to <strong>the</strong><br />

110,000 attendees who turned out two years ago. Figures for <strong>the</strong><br />

number of <strong>in</strong>ternational registrants are about equal' to that of<br />

those com<strong>in</strong>g from overseas <strong>in</strong> 2000.<br />

Organizers estimate that $804 million <strong>in</strong> sales will be transacted<br />

at this September's show, which would top <strong>the</strong> $800 million<br />

reached <strong>in</strong> 2000.<br />

As far as floor space <strong>in</strong> <strong>the</strong> exhibit hall, <strong>the</strong>re is a 4 percent<br />

reduction <strong>in</strong> <strong>the</strong> number of exhibits scheduled for September's<br />

show. However, more cancellations and additions of booths-as<br />

well as changes <strong>in</strong> <strong>the</strong> size of floor space per company-have<br />

taken place for this year's show, says John Krisko. exhibition<br />

market<strong>in</strong>g director.<br />

"We've already made over 500 changes," Krisko says.<br />

"Where we've downsized someone, we've upsized someone<br />

else."<br />

Additionally, Krisko anticipates a strong show<strong>in</strong>g due to predictions<br />

about an upturn <strong>in</strong> <strong>the</strong> American economy.<br />

"We're fortunate that <strong>the</strong> tim<strong>in</strong>g is such that <strong>the</strong> show will<br />

take place at a time when <strong>the</strong> bus<strong>in</strong>ess cycle is pick<strong>in</strong>g up," he<br />

says. "The IMTS.is <strong>the</strong> <strong>in</strong>dusry's major mach<strong>in</strong>e tools show and<br />

will be at <strong>the</strong> lead<strong>in</strong>g edge of <strong>the</strong> economic recovery."<br />

MEETING<br />

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·1<br />

To Register & For More In<strong>format</strong>ion:<br />

E-mail: tech@agma.org<br />

Web: www.agma.org<br />

~ AGl\1A's Fall TcchnicalMcct<strong>in</strong>g A<br />

October 20-22. <strong>2002</strong> • St. Louis, Missouri WI<br />

16, JULY/AUGUST <strong>2002</strong> • GEAR TECHNOLOGY. www.geartechno1ogy.com· www.oowenrensmts ston.com


_ •••••<br />

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IMTS, OFFERS 'T'ECHNIIC:AILCO:NFERENCE<br />

In addition 10 walk<strong>in</strong>g <strong>the</strong> exhibit floor, IMTS attendees have<br />

<strong>the</strong> option of til<strong>in</strong>g part <strong>in</strong> <strong>the</strong> 60+ conference sessions that<br />

focu on various manufactur<strong>in</strong>g practices.<br />

The categorie offered for <strong>the</strong> !MTS <strong>2002</strong> Manufactur<strong>in</strong>g<br />

Conference are:<br />

Mach<strong>in</strong><strong>in</strong>g-<strong>in</strong>cludes emerg<strong>in</strong>glrends andhigh-peed mach<strong>in</strong><strong>in</strong>g,<br />

Gr<strong>in</strong>d<strong>in</strong>g & Abrasives~a focus. on <strong>the</strong> latest technoiogies,<br />

Tool<strong>in</strong>gs-se sions on design eng<strong>in</strong>eer<strong>in</strong>g and rapid root<strong>in</strong>g,<br />

Qualily-slIategiesandsix sigma applications <strong>in</strong> manufacturi IIg,<br />

Job Sbops---concentrat<strong>in</strong>g on <strong>the</strong> unique need of contract and<br />

small manufactur<strong>in</strong>g operators. and<br />

~'lanufadur<strong>in</strong>g Strategtes=prevides sessions on lean manufactur<strong>in</strong>g<br />

practices, advances <strong>in</strong> manufactur<strong>in</strong>g automation as<br />

well as supply cha<strong>in</strong> and resource management and reels,<br />

All of <strong>the</strong> sessions focus on issues Like<strong>in</strong>creas<strong>in</strong>g productivity,.<br />

strategies for reduc<strong>in</strong>g lead time, tools for assur<strong>in</strong>g quality<br />

and <strong>the</strong> latest technical developments. SME organizers have<br />

cheduled speakers who <strong>in</strong>clude executives at companies such<br />

as Motorola Inc.. Visteon Corp. and Lean Works Inc.<br />

In addition to <strong>the</strong> peeches, attendees have <strong>the</strong> opportunity to<br />

network with o<strong>the</strong>r <strong>in</strong>du try professionals dur<strong>in</strong>g <strong>the</strong> technical<br />

conference. The <strong>in</strong>tended audience consists of people with management.<br />

eng<strong>in</strong>eer<strong>in</strong>g. design, upervision, quality control.<br />

human resource , sales and market<strong>in</strong>g, pu,rcnas<strong>in</strong>g.<br />

operations and ma<strong>in</strong>tenance functions.<br />

production<br />

For jhose hold<strong>in</strong>g member hips <strong>in</strong> SME, <strong>the</strong> conference is<br />

free on September 9. For o<strong>the</strong>r cost <strong>in</strong><strong>format</strong>ion, visit<strong>the</strong> SME<br />

web ite at www.sme.orglimts.<br />

For more <strong>in</strong><strong>format</strong>ion onme conference schedules for <strong>the</strong> six.<br />

categorie • vi it<strong>the</strong> mMTShomepage at u'ww.imts.org me-mail<br />

<strong>the</strong> IMTS <strong>2002</strong> ManllfaclUr<strong>in</strong>g Conference team at<br />

mfgconf@sme.org.<br />

STUDENT SUMM'!IT I,NTRODUCES INEXT<br />

GENIEIRATIIONITO IMANUFA'CTURI,NG<br />

The IMTS <strong>2002</strong> Show offers an opportunity for tudents, rang<strong>in</strong>g<br />

from grade school ro college. to take part <strong>in</strong> <strong>the</strong> exhibition.<br />

This opportunity started al <strong>the</strong> I998 show and attendance<br />

rose II % by <strong>the</strong> time of IMTS 2000. accord<strong>in</strong>g to <strong>the</strong> IMTS<br />

website.<br />

Whe<strong>the</strong>r <strong>the</strong>se<br />

ruderns are college seniors ready to enter <strong>the</strong><br />

eng<strong>in</strong>eer<strong>in</strong>g field or <strong>in</strong> elementary school. <strong>the</strong>y will have <strong>the</strong><br />

opportunity (0 visit<strong>the</strong> <strong>in</strong>side of <strong>the</strong> booths and speak 10 company<br />

representatives to better understand <strong>the</strong> technology. In <strong>the</strong><br />

past. older students took advantage of this opportunity <strong>in</strong><br />

greater number<br />

but an ages are <strong>in</strong>vited. accord<strong>in</strong>g to posted statisues<br />

on <strong>the</strong> IMTS website.<br />

A goal of<strong>the</strong> student ummit is to <strong>in</strong>troduce <strong>the</strong> tudents to<br />

career opportunities ande pla<strong>in</strong> <strong>the</strong> future of <strong>the</strong> manufactur<strong>in</strong>g<br />

technology <strong>in</strong>dustry,<br />

Teachers and parents are also permitted toparticipate <strong>in</strong> <strong>the</strong><br />

student. summit. Show it<strong>in</strong>eraries and assignments are available<br />

to teachers.<br />

In 2IXX), atotal of 3,923, students were chaperoned through<br />

<strong>the</strong> IMTS show by 605 teachers and parents. The students and<br />

<strong>the</strong>ir chaperones represented 35 states and 13 foreign countries,<br />

Registration is free for <strong>the</strong> student summit and students may<br />

attend on any day of [MTS.<br />

Interested rudents and <strong>in</strong>dustries can obta.<strong>in</strong> forms on <strong>the</strong><br />

IMTS web page. For more <strong>in</strong><strong>format</strong>ion, call Myrta Mason at<br />

(703) 827-5219 or e-mail her at mamason@c1nltonl<strong>in</strong>e.org.<br />

Tell Us What YouTh<strong>in</strong>k ...<br />

Visit our website al www.g'lIrtechno/ogy.com to<br />

• Rate this article<br />

• Request more <strong>in</strong><strong>format</strong>ion<br />

• Conhlet <strong>the</strong> luthor or complnies mentioned<br />

• Mella I suggestion<br />

Or call18471431-i604 to tllk to one of our editors!<br />

,·8 JULY/AUGUST <strong>2002</strong> .,. GEAR TECHNOLOGY' wlllw.gtlllfl.chnoIOfJy.com ,. www.pOWBrlrBf!Bmission ..com


Chan.<br />

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<strong>Gear</strong> Surface Durability<br />

Development to Enhance<br />

--ower - .Ienslty<br />

T ransmlSSl,on .. PD·<br />

J'oe, Chen. ,John Flynn ,and Ge·off Semr,BUI<br />

Intreductkm<br />

<strong>Gear</strong> pitt<strong>in</strong>g is one of <strong>the</strong> primary failure<br />

modes of automotive transmission gear sets. Over<br />

<strong>the</strong> past years, many alternatives have been<br />

<strong>in</strong>tended to improve <strong>the</strong>ir gear surface durability.<br />

However, due to <strong>the</strong> nature of new process development,<br />

it takes a length of time and jciot efforts<br />

between <strong>the</strong> development team and suppliers to<br />

<strong>in</strong>vestigate and verify each new approach,<br />

FiglJre 1 Back-lo-back planetary gear .component test ItWcMne and flXl!lr~.<br />

Table 1- Test MaIm lor Surface lJurabilily Comparison<br />

1. B asel.<strong>in</strong>e vs. IRedesign<br />

2. Materiall Selectio~Slln l[jear 11011'1'. Use Standard, Planets II R<strong>in</strong>g <strong>Gear</strong> (orJest<strong>in</strong>gl<br />

Sun '<strong>Gear</strong> Materials<br />

AISI!SA:E[U.SAI Steels European Steels<br />

4620M !Ba ssl<strong>in</strong> II I 8620 I 9310 I '5120 18COII I 25C04 I 3OC04<br />

X X. X. X X<br />

I<br />

X<br />

I X<br />

3. Ml!nufactllr<strong>in</strong>g P~Dcess,........lJslllStandard IR<strong>in</strong>g ,<strong>Gear</strong> for Test<strong>in</strong>g<br />

Sun GlIBr Process<br />

Planets Basel<strong>in</strong>e Honed Coat<strong>in</strong>g n ual Shot Peen<strong>in</strong>g Isotropic 1 Isotropic 2<br />

Prod. planet X X X X<br />

Without Shot<br />

Deburr<strong>in</strong>g<br />

X<br />

Honed X X<br />

Planets<br />

Iisotropic 1 X<br />

lsotropic 2 X<br />

,<br />

New and upgraded transmissions have required<br />

a. higher <strong>in</strong>put power capability<br />

to meet <strong>the</strong><br />

customers' expectations, Increas<strong>in</strong>g <strong>the</strong> power<br />

density In <strong>the</strong> transmission gear system was<br />

urgently demanded, To. shorten <strong>the</strong> development<br />

lime <strong>in</strong> thi area, GM Powertra<strong>in</strong>'s Advanced<br />

<strong>Gear</strong> Sy tems 'Group <strong>in</strong>itialed a systematic<br />

approach to evaluate altemarives that had <strong>the</strong><br />

potential to meet <strong>the</strong> needs. In addition to a s<strong>in</strong>gletooth<br />

bend<strong>in</strong>g project for a gear bend<strong>in</strong>g fatigue<br />

study and jo<strong>in</strong>t projects with bear<strong>in</strong>g suppliers to<br />

improve <strong>the</strong> durability of planetary bear<strong>in</strong>gs (Ref.<br />

I), a comprehensive gear surface durability<br />

improvement project was established.<br />

This study is at prelim<strong>in</strong>ary assessment of <strong>the</strong><br />

effects of apply<strong>in</strong>g different design methodologies,<br />

material selections and manufactur<strong>in</strong>g<br />

proce ses on gear surface durability. Ba ed on this<br />

analy is, an <strong>in</strong>-depth study willfellow to fur<strong>the</strong>r<br />

understand <strong>the</strong> benefits of us<strong>in</strong>g differem alternatives<br />

for future applications.<br />

Objective of tbe Stud.y<br />

• To evaluate and verify <strong>the</strong> effects of design,<br />

material selection and manufactur<strong>in</strong>g process on<br />

power density of planetary transmis ion gear ets,<br />

• To exam<strong>in</strong>e and <strong>in</strong>terpret <strong>the</strong> effects of factors,<br />

uch as surface roughness, residual tres .coat<strong>in</strong>g,<br />

material properties and geometry variations on<br />

gear urface durability.<br />

• To understand benefit and risk factors of each<br />

variant for future application .<br />

.Metbodology<br />

All re Is were conducted at<strong>the</strong> GM Pewenra<strong>in</strong><br />

<strong>Gear</strong> Laboratory us<strong>in</strong>g aback-to-back planetary<br />

gear component test mach<strong>in</strong>e with a specially<br />

designed<br />

20 JULY/AUGUST <strong>2002</strong> • GEAR TECHNOLOGY" ......w.gnrltlchl1olog)l.com • w'w....po ..... rlrl'l1lmission.com<br />

test fixture (Fig, O. An exist<strong>in</strong>g planetary<br />

gear set was chosen as <strong>the</strong> basel<strong>in</strong>e because its<br />

surface durability characteristics were well<br />

known, and its design permitted easy <strong>in</strong> pectien<br />

I and ma<strong>in</strong>tenance,


The test matrix for <strong>the</strong> surface durability study<br />

is shown <strong>in</strong> Table 1. II consists of two different<br />

design approaches. seven material selections, and<br />

n<strong>in</strong>e manufactur<strong>in</strong>g processes.<br />

Design specifications and stress calculations<br />

are shown <strong>in</strong> Table 2. The stresses are based on a<br />

torque of 1,500 N-m at <strong>the</strong> r<strong>in</strong>g gear. Lead taper<br />

is not considered <strong>in</strong> <strong>the</strong> stress calculations.<br />

The test samples were thoroughly <strong>in</strong>spected<br />

before <strong>the</strong> test Relevant features of each test pari<br />

were identified and recorded for future reference.<br />

The gears were orig<strong>in</strong>ally tested at. a constant<br />

torque of ].500 N-m at <strong>the</strong> reaction arm and a<br />

constant speed of 1,500 rpm at <strong>the</strong> <strong>in</strong>put sp<strong>in</strong>dle.<br />

Under <strong>the</strong>se conditions, however, <strong>the</strong> redesigned<br />

gear set did not pit ill a reasonable period of time<br />

and displayed <strong>in</strong>consistent failure modes.<br />

Increas<strong>in</strong>g <strong>the</strong> torque to 2,'000 N-m produced <strong>the</strong><br />

desired results.<br />

The test matrix was run <strong>in</strong> a random pattern to<br />

satisfy <strong>the</strong> statistical requirement for a small sample<br />

size.. The random pattern is also helpful <strong>in</strong><br />

detect<strong>in</strong>g faults <strong>in</strong> <strong>the</strong> mach<strong>in</strong>e and fixture sett<strong>in</strong>gs<br />

dur<strong>in</strong>g test<strong>in</strong>g.<br />

Failure was achieved when any tooth flank<br />

developed a pit with all area of ].0 mm 2 at a depth<br />

exceed<strong>in</strong>g<br />

L5 mm. Pit size was measured by a<br />

computerized optical image device.and pit depth<br />

was assessed with a gear profile <strong>in</strong>spection<br />

mach<strong>in</strong>e.<br />

A Weibun analysis (Ref. 2) was performed to<br />

establish life ranks,<br />

A metallurgical failure analysis was performed<br />

on selected samples for a better understand<strong>in</strong>g of<br />

<strong>the</strong> causes of <strong>the</strong> failure.<br />

Test Results<br />

Design Appmach. The basel<strong>in</strong>e planetary gear<br />

set was designed approximately 20 years ago and<br />

has been used <strong>in</strong> various transmissions s<strong>in</strong>ce <strong>the</strong>n.<br />

Recently, <strong>in</strong>creased eng<strong>in</strong>e power and more str<strong>in</strong>gent<br />

noise specifications caused this design to<br />

become obsolete. A new gear set. with enhanced<br />

capabilities but fitt<strong>in</strong>g <strong>in</strong> <strong>the</strong> same space, was <strong>the</strong>n<br />

produced, The design approaches of <strong>the</strong>se two<br />

gear systems are quite different. The orig<strong>in</strong>al<br />

design used a relatively coarse pitch to enhance<br />

<strong>the</strong> tooth bend<strong>in</strong>g strength and adopted lead taper<br />

to reduce <strong>the</strong> gear force fluctuation.<br />

The use of taper moderates vibration levels by<br />

prevent<strong>in</strong>g <strong>the</strong> sudden release of load at <strong>the</strong> tooth<br />

trail<strong>in</strong>g end (Ref. 3). The redesign uses a f<strong>in</strong>er<br />

pitch to <strong>in</strong>crease both <strong>in</strong>volute and helical. contact<br />

ratios and <strong>in</strong>corporates profile modifications to<br />

'Optimize <strong>the</strong> load distribution. Based on 3-B FEA<br />

Design<br />

Base Design<br />

IRedesign<br />

Normal Module 1.630 1.439<br />

<strong>Gear</strong> Ratio 3.33, 3.29<br />

Normal Pressure Angle 20.00 19'.00<br />

Helix Angle 18.00 2MO<br />

Total Conta ct Ratio 2.69 3.63<br />

Lead Modification 0-36 um O+/-tBj.lm<br />

Stress 'CDmparison<br />

Base Design<br />

Redesigll'<br />

Bend<strong>in</strong>g (MPa! 512 513<br />

Compressive IMPa.! 1,510 1,250<br />

'60 BASELINE FINAL DAIVE<br />

OUT.PUT SPEeo • APPROX. 600-700 RPM<br />

1ST ORDER. FINAL DRIVE<br />

CARRIER<br />

ROT.<br />

20 ,.;.......J'<br />

,ai'Basel<strong>in</strong>e'<br />

Design<br />

Table 2-Design<br />

60 4T40-E FIN>\L ORIVE GEAR GeOM!OrRY<br />

OUTPUT SPEED. APPROX. 600-700 RPM<br />

1ST ORDER. FINAL OArVE<br />

CARRIER ROT.<br />

40<br />

20~ ~<br />

Figure 2-Cear<br />

b) Redesign<br />

Comparison<br />

noise alia vibration levelcomparisOlI.<br />

model<strong>in</strong>g, <strong>the</strong> new design has better load distributionand<br />

lower overall. tooth compressive stress<br />

than <strong>the</strong> basel<strong>in</strong>e gear set. Noise and vibration<br />

tests verified that <strong>the</strong> new design has a substantially<br />

lower gear mesh noise level (Fig. 2).,<br />

Jee Chen<br />

is a staff project<br />

------<br />

eng<strong>in</strong>eer<br />

witt: GM Powertra<strong>in</strong> <strong>Gear</strong><br />

Center ill Wixom. MI.<br />

He holds a master of sciem:e<br />

degree ill mechanical<br />

eng<strong>in</strong>eer<strong>in</strong>g, as well as a<br />

master's degree <strong>in</strong> bus<strong>in</strong>ess<br />

adm<strong>in</strong>istration. He has<br />

more than 25 years of<br />

experience <strong>in</strong> gear system<br />

design and devetopmeni for<br />

all· and off-highway<br />

transmissions.<br />

John Flynn<br />

is a senior project<br />

eng<strong>in</strong>eer<br />

with <strong>the</strong> GM Powertra<strong>in</strong><br />

<strong>Gear</strong> Center and <strong>the</strong> OM<br />

Powertra<strong>in</strong> Applicarioll<br />

Group. HI! holds a bachelor's<br />

degree In memllurgical<br />

eng<strong>in</strong>eer<strong>in</strong>g arId a master<br />

s degree III bus<strong>in</strong>ess<br />

adm<strong>in</strong>istration. He lias<br />

more than 11 years of<br />

experience 111 metallurgical<br />

and failure analysis.<br />

Geoff Semrau<br />

is a senior projecteng<strong>in</strong>eer<br />

witn <strong>the</strong> GM Powertm<strong>in</strong><br />

Base Transmission Group.<br />

He holds a master oj sci-<br />

As was mentioned above, <strong>the</strong> two designs (mce degree i", mechanical<br />

were tested under different load<strong>in</strong>g conditions. eng<strong>in</strong>eer<strong>in</strong>g ..He has been<br />

witl: OM Powertra<strong>in</strong> for 18<br />

Figure. 3 shows <strong>the</strong> pitt<strong>in</strong>g life comparison<br />

years, and he specializes <strong>in</strong><br />

between <strong>the</strong> basel<strong>in</strong>e and redesigned gear sets. gear system development<br />

Figure 4 shows <strong>the</strong> correspond<strong>in</strong>g WeibuU analy- and analysis.<br />

WWW.pow8rtransm eston.com » Www.gB8rtBchn0/ogy.com' GEA.R TECHNOLOGY, JULy/AUGUST <strong>2002</strong> 21


99.00<br />

90.00<br />

50.00<br />

if<br />

~ '" ~<br />

t: 10.00<br />

:::J<br />

5.00<br />

1.00<br />

Figure 4-Weibull<br />

70<br />

;~ 60<br />

iii<br />

if<br />

~ 50<br />

:E<br />

C!<br />

40<br />

A<br />

~<br />

:::l<br />

0<br />

;;.<br />

30<br />

of<br />

:::i 20<br />

CI<br />

.:'<br />

E<br />

ii 10<br />

0<br />

;HiD<br />

18D<br />

16:Ct<br />

,..,<br />

"E E<br />

0<br />

.."<br />

'i<br />

f<br />

'""<br />

;.<br />

~<br />

g' 00<br />

jj<br />

..<br />

••<br />

..<br />

••<br />

IRedJ!ollgl!(CAiatJoIIlidi<br />

",""""<br />

Figure 3-Sun gear pitt<strong>in</strong>g life comparison<br />

between designs.<br />

10.00 100.00 1.000.00<br />

Pitt<strong>in</strong>g Failure Hours (> 1.0 mm»<br />

• 3.33 Ratio (wi 1.500 N·m) ... 3.29 Ratio (wl.2,000 N·m) !! 3.29 Ratio (wi 1,500 N-m)<br />

~1=3.a2. ~1=44.15. p=0.98 ~2=6.72. ~2 =48.28 ~3=6.72, n8=127.48<br />

4620M 8620<br />

Basel<strong>in</strong>e<br />

Figure S-SZllt gear piu<strong>in</strong>g<br />

allalysis for design comparison.<br />

9310 51'20 18CD4 25C04 30CD4<br />

Mal.eriall.D.<br />

life camp.arisonamong materials.<br />

22 JULY/AUGUST 200.2 ,. GEAR TECHNOLOGY' www.geartechnology.com' www.powertrenemisstori.com<br />

sis result of <strong>the</strong>se two design approaches,<br />

The<br />

analysis shows that <strong>the</strong> basel<strong>in</strong>e coarser pitch sun<br />

gear has a B-50 pitt<strong>in</strong>g life of 40 hours. This compares<br />

to 46 hours at <strong>the</strong> higher load or 120 hours<br />

at <strong>the</strong> same load for <strong>the</strong> f<strong>in</strong>er pitch gear set. The<br />

120 hours is determ<strong>in</strong>ed by extrapolation us<strong>in</strong>g an<br />

SIN curve with slope of 3.375. The data <strong>in</strong>dicate<br />

that a significant improvement <strong>in</strong> pitt<strong>in</strong>g life has<br />

been achieved by <strong>the</strong> redesign.<br />

Material Selection. Seven common gear steels<br />

were selected for surface durability test<strong>in</strong>g,<br />

Figure 5 shows <strong>the</strong> surface durability test results,<br />

and Figure 6 shows <strong>the</strong> Weibull analysis. The<br />

sample gears were identical <strong>in</strong> design and manufacture,<br />

Several parameters possibly affect<strong>in</strong>g<br />

surface durability were tabulated, Table 3 shows<br />

<strong>the</strong> chemical composition. reta<strong>in</strong>ed austenite,<br />

case depth and hardness of each material. Table 4<br />

shows a comparison of surface f<strong>in</strong>ishes.<br />

Manufactur<strong>in</strong>g Processes. Seven different<br />

manufactur<strong>in</strong>g processes were evaluated. Both<br />

sun and p<strong>in</strong>ion gears were fabricated us<strong>in</strong>g <strong>the</strong><br />

various processes, and a total of n<strong>in</strong>e comb<strong>in</strong>ations<br />

were tested (Table I). Standard r<strong>in</strong>g gears<br />

were used for all tests. To elim<strong>in</strong>ate unwanted<br />

variations, <strong>the</strong> test gears-except those to be<br />

honed-were manufactured and heat treated as a<br />

s<strong>in</strong>gle lot and later f<strong>in</strong>ished by <strong>the</strong> specific<br />

method. Figure 7 shows <strong>the</strong> durability life comparison<br />

of <strong>the</strong> manufactur<strong>in</strong>g processes, and<br />

Figure 8 shows <strong>the</strong> Weibull analysis that ranks all<br />

<strong>the</strong> test variants,<br />

The test results reveal that manufactur<strong>in</strong>g<br />

processes can have a significant effect on <strong>the</strong> surface<br />

durability, While fur<strong>the</strong>r <strong>in</strong>vestigation is<br />

needed, some general observations may be made:<br />

The surface f<strong>in</strong>ish of <strong>the</strong> planet p<strong>in</strong>ions has a<br />

great <strong>in</strong>fluence on <strong>the</strong> sun gear durability. This is<br />

illustrated as follows:<br />

.' Honed sun gears run with standard p<strong>in</strong>ions have<br />

only one-third <strong>the</strong> life of standard sun gears run<br />

with honed p<strong>in</strong>ions .. The honed p<strong>in</strong>ions have a<br />

better surface f<strong>in</strong>ish than <strong>the</strong> standard p<strong>in</strong>ions.<br />

• Honed sun gears run with standard p<strong>in</strong>ions have<br />

approximately one-fourth <strong>the</strong> life of honed sun<br />

gears run with honed p<strong>in</strong>ions.<br />

• The shot deburr<strong>in</strong>g process, which is <strong>in</strong>tended<br />

to remove gear edge burrs and heat-treatment<br />

scale, is detrimental to gear life if poorly controlled,<br />

Standard sun gears run with p<strong>in</strong>ions<br />

that were not subjected to shot deburr<strong>in</strong>g have<br />

four times <strong>the</strong> life of <strong>the</strong> standard SUll gears run<br />

with p<strong>in</strong>ions that were shot deburred. The shot<br />

deburr<strong>in</strong>g process produces much rougher sur-


faces on <strong>the</strong> gear teeth arid. if not under tight<br />

control. can cause severe surface damage.<br />

Figure 10 shows a comparison of gear teeth<br />

before and after a poorly controlled shot deburr<strong>in</strong>g<br />

operation.<br />

Both isotropic urface f<strong>in</strong>ish<strong>in</strong>g processes<br />

(Rd. 4) use a sequence of chemkaland<br />

mechanical, operations to smooth <strong>the</strong> gear surface<br />

by remov<strong>in</strong>g a few micrometers of material.<br />

One of <strong>the</strong>se proprietary proces es appears<br />

to have <strong>the</strong> potential of enhanc<strong>in</strong>g surface durability<br />

when both mat<strong>in</strong>g gears ace treated.<br />

Compressive reoidual stres near <strong>the</strong> tooth<br />

fillet has long been recognized as contribut<strong>in</strong>g<br />

to <strong>in</strong>c rea ed gear tooth bend<strong>in</strong>g life. The same<br />

<strong>the</strong>ory can also be applied to gear surface durability<br />

(Ref. 5) with a certa<strong>in</strong> degree of uccess,<br />

WI is imperative, however, that <strong>the</strong> gear surface<br />

not ub tantially damaged by <strong>the</strong> process<br />

used '10 impart that compre sive residual stress.<br />

Figure 10 how <strong>the</strong> comparison of <strong>the</strong> residual<br />

stress produced by <strong>the</strong> conventional and two<br />

secondary proce se . The dual shot peen<strong>in</strong>g and<br />

<strong>the</strong> hon<strong>in</strong>g process. both completed after heat<br />

treatment, add compressive re idual stress to<br />

<strong>the</strong> gear surface. These stresses will reduce urface<br />

crack progre . ion and thu <strong>in</strong>crease useful<br />

gear life. The duaJhol peen<strong>in</strong>g requires two<br />

different hot size and <strong>in</strong>tensities, The coarser<br />

shot provides deep penetration at <strong>the</strong> root, and<br />

<strong>the</strong> f<strong>in</strong>er shot produces high compres ive re idual<br />

stress close to <strong>the</strong> surface. Similarly. <strong>the</strong><br />

hoa<strong>in</strong>g proce s provide high compressive<br />

residual stre dose to <strong>the</strong> tooth surface,<br />

All test ariant except <strong>the</strong> honed paris were<br />

conventionally bobbed and haved and <strong>the</strong>n<br />

batch heat-treated. However, tooth profile disiortion<br />

dur<strong>in</strong>g heal. treatment is not consistent<br />

from lot to lot or even part 1.0 part. Because <strong>the</strong><br />

hon<strong>in</strong>g process is completed after heat-treat<strong>in</strong>g,<br />

better profile consistency can be achieved.<br />

Table 5 shows a comparison of <strong>the</strong> profile<br />

control obta<strong>in</strong>ed by <strong>the</strong> conventional and hon<strong>in</strong>g<br />

processes. The much improved urface<br />

durability of <strong>the</strong> honed sun and planet re 111£<br />

from <strong>the</strong> comb<strong>in</strong>ation of benefits from con istent<br />

geometrical control and higher residual<br />

compressive stre s.<br />

<strong>Gear</strong> surface hardness i' essential. to susta<strong>in</strong><br />

extended gear life. on-metallic coat<strong>in</strong>gs can<br />

provide very high surface hardnes (HRc 90)<br />

and lower friction coefficients. The non-coated<br />

samples <strong>in</strong> this studyhad conventional surface<br />

and core hardness. The mechanism by which<br />

-<br />

l1li00<br />

QOOO<br />

'legend<br />

~ I 4620'M<br />

so 00 8620<br />

i<br />

.<br />

i' " 9310<br />

S 52.10<br />

! ~ o 18C04<br />

:J<br />

1000<br />

500<br />

100<br />

Figure ,6-Weibull' allalysi<br />

Ra(~ml<br />

flsk<br />

!'V1pm)<br />

Rms(~ml<br />

:'10:'<br />

!l.<br />

"e<br />

IE<br />

100 1000<br />

1'1'!LngUft (Hour.l ~l,Omrn·2I'JlSQ:.<br />

for mat'erial comparison.<br />

x 25C04<br />

+ 30CDA<br />

The ~mage surl·ece roughness<br />

Skewnm. a measure 01 symmetry of vellsys: e positive skew <strong>in</strong>dice!es e ·peaky' surlaci<br />

MWmwn peak'I~VIljey heigh! OYB/<strong>the</strong> sampl,<br />

The root·mean·square average 01 <strong>the</strong> measured height deviation taken l'Iith<strong>in</strong> <strong>the</strong> mlul~o" area end<br />

measured from <strong>the</strong> mean surtace<br />

140<br />

120<br />

100<br />

c:t .... 80<br />

"F<br />

::1'<br />

60<br />

!<br />

"<br />

:s<br />

'to<br />

40<br />

,e:<br />

=ii:<br />

20<br />

o<br />

..... ' --...:,' ... twit. ....... 1 ...... D.~ ..... MIM....,<br />

a... !!III!i!!iII. liIIII!!<br />

Figure 7-Momifaclurillg process ,effect OR'slm gear pitthlg life.<br />

www.pow9rtransmlsslon.com • Www.IlBSrr8chnolog'y.com· GEAR TECHNOLOGY' JULV/AUGUST <strong>2002</strong> ,23


coat<strong>in</strong>gs provide improved surface durability is<br />

not fully understood at this time and is <strong>the</strong> subject<br />

of cont<strong>in</strong>u<strong>in</strong>g research,<br />

figure II shows typical microstructure photographs<br />

of tested samples. Failure analysis<br />

conducted by <strong>the</strong> GM Pow-ertra<strong>in</strong> <strong>Gear</strong><br />

Laboratory revealed that most distress is surface-<strong>in</strong>itiated<br />

f<strong>in</strong>e gra<strong>in</strong> pitt<strong>in</strong>g. Surface cracks<br />

<strong>in</strong>itiat<strong>in</strong>g at <strong>in</strong>clusions were also found. The<br />

<strong>in</strong>clusions may have been non-metallic impurities<br />

<strong>in</strong> <strong>the</strong> steel or could have been caused by a<br />

manufactur<strong>in</strong>g operation. There were also flnd-<br />

.- _, 1!24.53, ,.1!1.5!1, ralS7<br />

ow.oPlnlon,~<br />

<strong>in</strong>gs of <strong>in</strong>tergranular oxidation ([GO), related<br />

,1l8o/L73,hio4Ul._<br />

+ II


gear with standard p<strong>in</strong>ions (4). isotropic 2 (5).<br />

standard sun gears mated with pillions that were<br />

not shot debarred (6), non-metalliccoated sun<br />

gear (7), standard sun gears with honed p<strong>in</strong>ions<br />

(8),. and sun gears and p<strong>in</strong>ions both hailed (9).<br />

Among tile characteristics produc<strong>in</strong>g significant.<br />

surface durability improvement are <strong>the</strong> surface<br />

f<strong>in</strong>ish, <strong>the</strong> residual stress pattern, <strong>the</strong> surface<br />

hardness. and superior tooth geometry control.<br />

Planet tooth surface roughne s appears to have<br />

a significant effect on <strong>the</strong> SUIl gear surface durabili.ty··O<br />

A,cknowledgments<br />

The accomplishment of this project occurred<br />

through tbe jo<strong>in</strong>t efforts of all <strong>the</strong> project team<br />

members, <strong>the</strong> manufactur<strong>in</strong>g facility of GMPT·St.<br />

Cathar<strong>in</strong>e and GM Powertra<strong>in</strong> gear lest and <strong>in</strong>spection<br />

laboratories. The authors would also like to<br />

express <strong>the</strong>ir appreciation to those who provided<br />

assi stance and <strong>in</strong><strong>format</strong>ion to this project.<br />

R,efer,ences.<br />

1. Chen. J. "Planetary eedle Bear<strong>in</strong>g<br />

Development to Enhance Transmission Power<br />

Density," To be published.<br />

2. PC· WAS WeibuU AJ1aiysis System User Guide,<br />

developed by EDS Group, March 1993.<br />

3. Hardy, A. "An Action Analysis of <strong>Gear</strong> Teeth<br />

With Modified Lead and Profile," SAE 670050,<br />

4. Hashimoto. F. "Model<strong>in</strong>g and Optimization of<br />

Vibratory F<strong>in</strong>ish<strong>in</strong>g Process," Annals of CIPP,<br />

Vol. 45, January 1.996.<br />

5. Simpson. R . and R. Garibay .."Quantification of<br />

Shot Peen<strong>in</strong>g Process Variables Affect<strong>in</strong>g<br />

Workpiece Performance-Process Control. and<br />

Double Shot Peen<strong>in</strong>g Medi.a," SAE-8507'14.<br />

lal15x Case microstructure to exam<strong>in</strong>elempered<br />

rna rte nsite and reta<strong>in</strong>ed a ustenite. 500~.<br />

Etchant4% Nital.<br />

This artlcle was fiirst Ipublished <strong>in</strong>tbe'<br />

P,roceed<strong>in</strong>gsohhe International Conference 'on<br />

Mechanicall Transmissions. heidi <strong>in</strong> Apr:il 20011<br />

<strong>in</strong> Chongq<strong>in</strong>g •.th<strong>in</strong>a ..<br />

(b) 500x Core microstructure to exam<strong>in</strong>e temper,ed<br />

martensite and some trans<strong>format</strong>ion products.<br />

500x. Etcha lit 4% Nilai.<br />

Tell Us Mat Youn<strong>in</strong>k ...<br />

VISit www,,,'lfIChnDlogy.comto<br />

• Rate this article<br />

• Request more <strong>in</strong><strong>format</strong>ion<br />

• CoAIIct <strong>the</strong> author or companies mentioned<br />

• Make a suggestion<br />

Or call (847)437-&604<br />

to talk to one of our editors!<br />

Ie) 1.0Ci0x<br />

SEM photographs show<strong>in</strong>g <strong>the</strong> pit exam<strong>in</strong>ed.<br />

Intergrannlar oxidation and <strong>in</strong>clusion examl'<br />

nation nea r ha rdened case area.<br />

5OOx. Etchan! 2% Nital.<br />

Figure l1-Typical microstructure photograph of tested parts.<br />

www.pow8rlran$mission.com' www.geartechnoiDgy.com ,. GEAR TECHNOLOGY' JULY/AUGUST <strong>2002</strong> 25


Performance Analysis of<br />

Hypoid <strong>Gear</strong>s by Tooth Flank<br />

- Form Measurement<br />

IRyohei Takeda, Zhonghou Wang,<br />

Aizoh Kubo, Soichi,rC1Asano and Shogo, Kato<br />

ihis<br />

presented<br />

pape.f was<br />

al<strong>the</strong><br />

JSME International<br />

Iransmissiuns,<br />

Conference, on<br />

Motion and Power<br />

MP12001,<br />

<strong>in</strong> Fukuoka, Japan, l<strong>in</strong><br />

Po<strong>in</strong>t-te-Pc<strong>in</strong>t<br />

November 2001.<br />

Measurement<br />

Touch po<strong>in</strong>ts on <strong>the</strong> grid:;<br />

Pro!ile<br />

lengthwise<br />

5 po<strong>in</strong>ts<br />

9 'PQil!l$<br />

Introduction<br />

The traditional way of controll<strong>in</strong>g <strong>the</strong> quality<br />

of hypoid gears' tooth flank fonn is to check <strong>the</strong><br />

tooth flank contact patterns. But it is not easy to<br />

exactly judge <strong>the</strong> tooth flank fonn quality by <strong>the</strong><br />

contact pattern. In recent years,it has become<br />

possible to accurately measure <strong>the</strong> tooth flank<br />

form of hypoid gears by <strong>the</strong> po<strong>in</strong>t-to-po<strong>in</strong>t measur<strong>in</strong>g<br />

method and <strong>the</strong> scann<strong>in</strong>g measur<strong>in</strong>g<br />

method. But <strong>the</strong> uses of measured data of <strong>the</strong><br />

Figure I-Tile scann<strong>in</strong>g measur<strong>in</strong>g method of<br />

hypoid gears.<br />

x<br />

S·cann<strong>in</strong>g<br />

Yd = Constant<br />

Trace l<strong>in</strong>es:<br />

Scann<strong>in</strong>g<br />

:Profile Max.<br />

Lead Max.<br />

Measurement<br />

113 po<strong>in</strong>ts per l<strong>in</strong>e<br />

29Unes<br />

9 l<strong>in</strong>es<br />

been well developed <strong>in</strong> comparison with cyl<strong>in</strong>drical<br />

<strong>in</strong>volute gears. In this paper, <strong>the</strong> tooth flank<br />

form measurement of generated face-milled gears,<br />

face-bobbed gears and Formate®/generated gears<br />

are reported. The authors discuss <strong>the</strong> advantages<br />

and disadvantages of scann<strong>in</strong>g and po<strong>in</strong>t-to-po<strong>in</strong>t<br />

measur<strong>in</strong>g of 3-D tooth flank forms of hypoid<br />

gears and <strong>in</strong>troduce some examples of uses of<br />

measured data for high-quality production and<br />

performance prediction.<br />

Polnt-To-Pu<strong>in</strong>t or Scann<strong>in</strong>g Measurement<br />

The tradi tional measur<strong>in</strong>g method for <strong>the</strong> tooth<br />

flank form of hypoid gears is carried out by po<strong>in</strong>tto-po<strong>in</strong>t<br />

measurement us<strong>in</strong>g coord<strong>in</strong>ate measur<strong>in</strong>g<br />

mach<strong>in</strong>es (CMMs). That method is used to avoid<br />

<strong>the</strong> effect of friction between <strong>the</strong> 3-D sensor probe<br />

and tooth flank surface on <strong>the</strong> measured result.<br />

Recently, a reliable measur<strong>in</strong>g method by scann<strong>in</strong>g<br />

<strong>the</strong> objective tooth flank has been realized,<br />

The scann<strong>in</strong>g measur<strong>in</strong>g mach<strong>in</strong>e, as shown <strong>in</strong><br />

Figure I, uses a 2-D sensor. The negative <strong>in</strong>fluence<br />

of tooth flank friction on <strong>the</strong> measured<br />

results is avoided by control of rotation of <strong>the</strong> z-<br />

axis and by parallel movement of <strong>the</strong> sensor head<br />

position consider<strong>in</strong>g <strong>the</strong> sensitivity direction of<br />

<strong>the</strong> sensor probe and <strong>the</strong> scann<strong>in</strong>g direction of <strong>the</strong><br />

tooth flank (Ref. 1).<br />

Figure 2 shows how those two k<strong>in</strong>ds of measurernentare<br />

performed. A typical po<strong>in</strong>t-to-po<strong>in</strong>t<br />

measur<strong>in</strong>g pattern is a 5 x 9 grid of <strong>the</strong> loath flank.<br />

These measur<strong>in</strong>g po<strong>in</strong>ts usually exist well <strong>in</strong>side<br />

<strong>the</strong> tip and side edges of <strong>the</strong> objective tooth flank.<br />

Us<strong>in</strong>g <strong>the</strong> scann<strong>in</strong>g measur<strong>in</strong>g method, edge-toedge<br />

measurement is possible ..That measurement<br />

covers all of <strong>the</strong> tooth flank area, <strong>in</strong>clud<strong>in</strong>g <strong>the</strong><br />

tooth tip and <strong>the</strong> area near <strong>the</strong> toe and heel. The<br />

scann<strong>in</strong>g measur<strong>in</strong>g mach<strong>in</strong>e that <strong>the</strong> authors have<br />

developed can <strong>in</strong>corporate various measur<strong>in</strong>g patterns.<br />

For example. to simulate gear performance,<br />

a pattern of 29 l<strong>in</strong>es of profile and one l<strong>in</strong>e of lead,<br />

Figure 2-Two k<strong>in</strong>ds of measur<strong>in</strong>g methods for lIypoid gears. or a pattern of three l<strong>in</strong>es of profile and three l<strong>in</strong>es<br />

26 JULY/AUGUST <strong>2002</strong>' GEAR TECHNOLOGY. www.geartechnology.com· www.powartransmission.com


of lead are usually <strong>in</strong>corporated,<br />

Each l<strong>in</strong>e has<br />

Inmeasur<strong>in</strong>g po<strong>in</strong>ts.<br />

Figure 3 compares data of a tooth flank 'form<br />

measured by boih <strong>the</strong> scann<strong>in</strong>g and po<strong>in</strong>t-to-po<strong>in</strong>t<br />

method. The objective 100111 Hank form has<br />

some wav<strong>in</strong>ess (high-frequency components).<br />

That wav<strong>in</strong>ess was found (0 be <strong>the</strong> ma<strong>in</strong> cause of<br />

unpleasant gear noise, The scann<strong>in</strong>g method, can<br />

detect <strong>the</strong> detail of a tooth flank form. but <strong>the</strong><br />

po<strong>in</strong>t-to-polnt method could not do so.<br />

Two K<strong>in</strong>ds 'Of Method-.S 110 Defme<br />

Reference Tooth Su-.rface<br />

Direct approacf' (Machir"e' setl<strong>in</strong>g base],<br />

Exist<strong>in</strong>g CMMs normally <strong>in</strong>corporate <strong>the</strong> nom<strong>in</strong>al<br />

surface calculated by cutt<strong>in</strong>g mach<strong>in</strong>e sett<strong>in</strong>g<br />

parameters and cutter geometry for both r<strong>in</strong>g gear<br />

and p<strong>in</strong>ion as <strong>the</strong> reference surface to def<strong>in</strong>e tooth<br />

flank: form deviation. It is good <strong>in</strong> practice 1:0<br />

check whe<strong>the</strong>r <strong>the</strong> tooth cutt<strong>in</strong>g i performed CO[-<br />

reetly 01' not. But hypoid gears are heat treated,<br />

usually case hardened, and <strong>the</strong>n lapped. Aller<br />

heat treatment or lapp<strong>in</strong>g. tooth surfaces are distorted<br />

or deformed from that of <strong>the</strong> cutt<strong>in</strong>g stage,<br />

That mean gears have lost <strong>the</strong>ir datum and it is<br />

<strong>the</strong>refore often not useful to mea lire <strong>the</strong> tooth<br />

flank form deviation of hypoid gears accord<strong>in</strong>g to<br />

<strong>the</strong> reference based on We mach<strong>in</strong>e sett<strong>in</strong>g.<br />

Conjugate app.roach. In <strong>the</strong> case of <strong>the</strong> scann<strong>in</strong>g<br />

method. <strong>the</strong> reference tooth surface of r<strong>in</strong>g<br />

gears is calculated by cutt<strong>in</strong>g mach<strong>in</strong>e sett<strong>in</strong>g<br />

parameters just like tile former case ..However, for<br />

<strong>the</strong> p<strong>in</strong>ion, <strong>the</strong> conjugate surface to <strong>the</strong> r<strong>in</strong>g gear<br />

urface i u ed, Inthis case, two reference surfaces<br />

can rotate <strong>the</strong>oretically without motion<br />

error.<br />

The conjugate surface of <strong>the</strong> p<strong>in</strong>ion i a virtuaJ<br />

one. If l1Iep<strong>in</strong>ion and gear teeth are measured<br />

5.5 fz component<br />

IOrd.r tQllb mesb<strong>in</strong>g '1rI!1(!!!mcy<br />

us<strong>in</strong>g such a conjugate approach. <strong>the</strong> measured Tooth Contact Anal,ysis Under No Load<br />

values of <strong>the</strong> flank form deviation would show Conventionally. tooth contact a.naJysis (TCA)<br />

how far <strong>the</strong> form is from its true surface. which of hypoid gear is performed us<strong>in</strong>g tooth surface<br />

would realize conjugate motion. Tile same is true geometry calculated by <strong>the</strong> tooth cutt<strong>in</strong>g mach<strong>in</strong>e<br />

,j'I'~"... ,...<br />

i..".... .r....... '\<br />

F •So.., .. olll'P .ib~<br />

- i"1 ... ,b:mpla o1 l lnullil~lti..<br />

,...4<br />

./ BySClnn<strong>in</strong>g rTJiI.sur<strong>in</strong>liimM;hi."<br />

,I) M,ul!rd res!!1101 vibration bllMeasu:rd curn ollootll "ID~:form<br />

Figure 3-Difjerence ill vibrational stale oj gears, IIIlIel.' tootll,jlallkjorm de vialUms<br />

base dlfjert!flt high frequency ,componelll • alld tile comparo.'Oll 0/ tootll<br />

fll1II1c/ormmeasured by poirlt-to-poillt "",d. canllirlg mel/mas/or ,'I,al ca_I!.<br />

Pr.m.<br />

nl., tOI<br />

Pnlfl'-I!'<br />

.ifd_,<br />

·widtbl<br />

Prom.<br />

I!U!11<br />

IhRI<br />

P<strong>in</strong>iQo1.<br />

W-h •• ll<br />

of cyl<strong>in</strong>drical <strong>in</strong>volute gears. That mean we can sett<strong>in</strong>g parameters for bothr:<strong>in</strong>g gear and p<strong>in</strong>ion.<br />

use <strong>the</strong> experience of cyl<strong>in</strong>drical <strong>in</strong>volute gears Figure 6(a) hews an example of tooth contact<br />

for design<strong>in</strong>g and manufactur<strong>in</strong>g hypoidgears, analy is of Gleason Hehxform® hypoid gears<br />

and <strong>the</strong> measured data of <strong>the</strong> gear el can be used (gear et 1 shown <strong>in</strong> Table I) by direct approach<br />

at any stage of design<strong>in</strong>g or manufactur<strong>in</strong>g. (Gleason TCA). Us<strong>in</strong>g <strong>the</strong> concept of <strong>the</strong> conjuis<br />

president<br />

of Asmlo <strong>Gear</strong><br />

Direct' pred.iclioll of contact pat.tern gate tooth flank forms of mat<strong>in</strong>g gears and com- Co. ua.. of Osaka. Japan.<br />

from measured reslIlts. Figure 4 shows an po ite error surface (Ref. 2). a simulation pro- which manufactures Mears<br />

example of <strong>the</strong> output forms of measured results gram for predict<strong>in</strong>g <strong>the</strong> gear performance was and gear unhs.<br />

from <strong>the</strong> conjugate approach for a Forma!.e® developed. Figure 6(b) is an example of <strong>the</strong> out- Dr; Shogo Kato<br />

hypoidgear set. Here, <strong>the</strong> r<strong>in</strong>g gear's measured put of simulated results by conjugate approach I.r senior 1'f'.W!IJr'C'h('r ill<br />

curve i hown by sen<strong>in</strong>git to <strong>the</strong> po Won of coo- for <strong>the</strong> same gears under tile same condition. The Asalla <strong>Gear</strong>'s eIIR;t1eer;'lg<br />

department. 1/1 1979. he<br />

tact correspond<strong>in</strong>g to thaI of <strong>the</strong> measured p<strong>in</strong>ion. results of (a) and. (b) agree well, when <strong>the</strong> same<br />

lie veloped pr<strong>in</strong>ciples for<br />

Because <strong>the</strong> conjugate p<strong>in</strong>ion: tooth flank form is mount<strong>in</strong>g position (VIH valuerts given. 1001/1 profile m1.'fISIIYI.'m1'11I<br />

<strong>in</strong>corporated for reference <strong>in</strong> def<strong>in</strong><strong>in</strong>g <strong>the</strong> tooth of hypoiti gears.<br />

www.powerl,ansmlssion.com •.. W .... gfN.,rschnology.com '. GEAR TECHNOLOGY' JULY/AUGUST <strong>2002</strong> .27<br />

~nr!! __•<br />

1•• 1b<br />

".nk ,Dr<br />

wh •• r<br />

ICooe ...<br />

loath<br />

;F:...::.,,:lrltt- 'It,nk 0'<br />

pl.lo.<br />

P,<strong>in</strong>ion t,<br />

Wh •• 11]<br />

Figur:e 4-Measul'ed tooti. profill! alld teod [ormo[ Gleason jace-milled,<br />

Fiirmale@lgenerated gear set expressed ;n malill,g state.<br />

see <strong>the</strong> outl<strong>in</strong>e of <strong>the</strong> tooth flank contact pattern.<br />

Measurement of <strong>Gear</strong>s from DLfIcR!ol Tooth<br />

Cutt<strong>in</strong>g Methods<br />

The scann<strong>in</strong>g method is capable of measur<strong>in</strong>g<br />

tooth flank form deviation of hypoid gear be<strong>in</strong>g<br />

cut by different cutt<strong>in</strong>g methods, igure 5(a)<br />

shows a sample of measured results (rom a generated<br />

face-milled gear set. and Figure 5(b) shows<br />

that of a face-bobbed spiral bevelgear set.<br />

Ryohei Takedal<br />

flank form deviation, every po.<strong>in</strong>l on both curves<br />

. f is {/ general manager ill rile<br />

corresponds to contact. From this presentation or<br />

system eng<strong>in</strong>eer<strong>in</strong>g dept/rimea<br />

ured re ul • we <strong>the</strong>refore can directly see i1If'!l! (if Osako Seimil.fll<br />

<strong>the</strong> contact position of tooth flank of actual gears Kiwi Co. Ltd .. Jocml'd ill<br />

on <strong>the</strong> measured curves=that is. we can directly Osaka. Japo». HI' is ill<br />

ciJarge of technical del·elop·<br />

melll nJ <strong>the</strong> ('atfl{)(.III_~1$ sear<br />

measur<strong>in</strong>g mach<strong>in</strong>es.<br />

Dr. Zhonghou<br />

w.ang<br />

i.f a consultant for Nihon<br />

Parametric Technology I(.K.<br />

of Tokyo. As (l doctoral studau.<br />

Ire did a Sillily on perfonnance<br />

anotysis ana simu-<br />

/mimr of ttypoid Rears.<br />

Prof. Dr.<br />

Eng ..Aizoh Kl.lbol<br />

belol1gs to tht! jacullY at<br />

Kyoto Univer. iry, 1£l{'alt!d ill<br />

Kyoto. Japan. He 'l'or.b <strong>in</strong><br />

<strong>the</strong> precision eng<strong>in</strong>eerillg<br />

deportment. w/rk/l.l<strong>in</strong>rll/ares<br />

tlu: lJeifomrance of<br />

In·IJUidlbel·e/ gems.


al·GI.....<br />

~f<br />

~lLJ<br />

'.::<br />

No,. 01 teeth:<br />

\ tll,l'll<br />

~ M':!~I.'<br />

,,~ hce Width:<br />

".lV· : 25.0mm<br />

.. P<strong>in</strong>ion Ofbet<br />

_ 5jt mill<br />

"<strong>in</strong>al •• at PLniQP<br />

:gan.raled/generated hnoid gelt<br />

p...m.<br />

r••!fiLud<br />

''li-i"'tr.<br />

" \<br />

Figure 5 Measured tooth ./klnk form of gears of different cutt<strong>in</strong>g met/JOds.<br />

Tooth contllc': pattern<br />

!Motion CUIflI8<br />

-.,..... _',L--<br />

Vill., ..IJ.~1.13 (mm)<br />

a) Direct appr,olch (Gleason TCA)<br />

Figure 6-TCA<br />

.::.,<br />

r.,l,\~~ ....<br />

1/.: ~;"<br />

'If! ~<br />

it<br />

C~ntaclP.lttem<br />

1"--- ... -<br />

! j TraR.mission Errllf<br />

j __ M~~<br />

AI. <strong>the</strong> first stage of hypoid<br />

cutt<strong>in</strong>g<br />

28 JULY/AUGUST <strong>2002</strong>· GEAR TECHNOLOGV • www.geartschnology.com' wwW.powsftransm/ss/on.com<br />

..<br />

~ liiim~':J;<br />

! u - -<br />

• --':11 !I' -, -<br />

-------'<br />

ViIl,= ..1),081'1.'13 (mm)<br />

of direct approach amI conjugaleappr:oach.<br />

.,<br />

..<br />

..<br />

..<br />

..<br />

Contac! Pattern & Plm 01ColIIId<br />

., ; II<br />

J J<br />

/"<br />

r /<br />

of F F<br />

... ..<br />

"<br />

fI Trusm'ission' Enor<br />

(Too.h Harmonics)<br />

u<br />

IJ<br />

u<br />

u<br />

u<br />

1-'<br />

.....-<br />

OJ •<br />

Figure "" Simuiatio.n! for pillio/l CUttilig ehang«<br />

(conjugate approacll).<br />

I<br />

gear development,<br />

mach<strong>in</strong>es for p<strong>in</strong>ion teeth are adjusted to<br />

get <strong>the</strong> optimum tooth contact pattern as seen <strong>in</strong><br />

Figure 6(b). Figure 7 shows <strong>the</strong> simulated effect<br />

of a change <strong>in</strong> p<strong>in</strong>ion cutt<strong>in</strong>g conditions. In this<br />

case, a 60' bias-<strong>in</strong> change is given accord<strong>in</strong>g to'<br />

<strong>the</strong> Gleason cutt<strong>in</strong>g sheet (Summary).<br />

By this change, <strong>the</strong> path of contact (<strong>the</strong> trace<br />

of dots <strong>in</strong> <strong>the</strong> figure) is <strong>in</strong>cl<strong>in</strong>ed and <strong>the</strong> contact<br />

pattern becomes longer, but <strong>the</strong> contact position<br />

is shifted <strong>in</strong> <strong>the</strong> toe direction .. In this case, <strong>the</strong><br />

mount<strong>in</strong>g position should <strong>the</strong>refore be adjusted to<br />

get <strong>the</strong> contact. pattern. <strong>in</strong> <strong>the</strong> middle<br />

of <strong>the</strong> moth<br />

Hank.<br />

Tooth Contact Analysis of Actual <strong>Gear</strong><br />

Us<strong>in</strong>g <strong>the</strong> conjugate approach, tooth contact<br />

analysis of actual hypcid gears based on <strong>the</strong><br />

measured tooth flank form data becomes easy.<br />

An example of analysis of acrualgears that had<br />

tooth wear problems <strong>in</strong> <strong>the</strong> field is discussed <strong>in</strong><br />

<strong>the</strong> fol1ow<strong>in</strong>g sections.<br />

No load analysis. The sample<br />

gear set used<strong>in</strong><br />

Figures 8-10 is gear set 2 il] Table 1. Figure 8(a)<br />

shows <strong>the</strong> composite error surface for <strong>the</strong> <strong>the</strong>oretical<br />

tooth flank form calculated<br />

from. <strong>the</strong> mach<strong>in</strong>e<br />

sett<strong>in</strong>g parameters for r<strong>in</strong>g gear and p<strong>in</strong>ion. That<br />

surface is expressed by <strong>the</strong> form deviation curve<br />

on each contact l<strong>in</strong>e, neglect<strong>in</strong>g its actual length.<br />

The contact l<strong>in</strong>es are set <strong>in</strong> <strong>the</strong> direction of <strong>the</strong><br />

progress of gear mesh and <strong>the</strong> composite error<br />

values are plotted on <strong>the</strong>se contact l<strong>in</strong>es. The<br />

length of contact l<strong>in</strong>e near toe and heel of a tooth<br />

is stretched, which differs from <strong>the</strong> actual state ..<br />

But by this expression, <strong>the</strong> contact po<strong>in</strong>t of tooth<br />

flanks can be more vividly recognized. The effect<br />

of toprem® is well recognized from <strong>the</strong> figure ..<br />

Toprem® is a protuberance on <strong>the</strong> hypoid cutt<strong>in</strong>g<br />

blade that produces an undercut on <strong>the</strong> gear be<strong>in</strong>g<br />

cut.<br />

FCQm Figure 8(a), we can directlypredict <strong>the</strong><br />

contact pattern under no-load conditions to some<br />

extent, Figures 8(b) and 8(c) show <strong>the</strong> path-ofcontactpe<strong>in</strong>t<br />

and contact pattem expressed on <strong>the</strong><br />

r<strong>in</strong>g gear tooth flank under no load. Figure 8Cd)<br />

shows <strong>the</strong> motion curve (transmission error) for<br />

this case,<br />

This gear set has experienced trouble with<br />

tooth flank wear. Figure '9 shows <strong>the</strong> state of <strong>the</strong><br />

<strong>in</strong>itial tooth flank, l.e. of fresh gears just produced,<br />

<strong>in</strong> terms of measured composite error surface,<br />

observed no-load contact pattern obta<strong>in</strong>ed<br />

on <strong>the</strong> mesh<strong>in</strong>g frame (roll<strong>in</strong>g tester) and<strong>the</strong> noload<br />

contact pa:ttern calculated by us<strong>in</strong>g <strong>the</strong> measured<br />

tooth flank form data (Ref. 4). The transmission<br />

error calculated for no-load conditions by


us<strong>in</strong>g measured tooth flank: form is also hown.<br />

Figure ]0 shows those aspects for <strong>the</strong> worn tooth<br />

Han~ of <strong>the</strong>troubled gear . U ually <strong>the</strong> mount<strong>in</strong>g<br />

po ition of hypoid gears, normally expressed by<br />

(V, H) value, is different at lapp<strong>in</strong>g, at <strong>the</strong> loath<br />

contact pattern check<strong>in</strong>g on a roll<strong>in</strong>g tester. and <strong>in</strong><br />

an actual gearbox's assembled! condition. This difference<br />

leads to <strong>the</strong> same k<strong>in</strong>d of difficulty <strong>in</strong> carry<strong>in</strong>g<br />

out <strong>the</strong> simulation us<strong>in</strong>g <strong>the</strong> measured data<br />

of tooth flank form deviation of hypoid gears. In<br />

<strong>the</strong> simulation. some adjustm.ent of (V, H} values<br />

from 'those nom<strong>in</strong>al mount<strong>in</strong>g di Lances (V n' "0)<br />

at design<strong>in</strong>g or 011 <strong>the</strong> roll<strong>in</strong>g tester is usually necessary<br />

to obta<strong>in</strong> <strong>the</strong> nearest contact pattern<br />

between observed and imnlated figures.<br />

On loa.d an.alysis. Figure 11 shows <strong>the</strong> comparison<br />

between <strong>the</strong> mea ured and simulated contact<br />

patternunder load, and<strong>the</strong> transmission error<br />

for that case. Figure l 2 shows <strong>the</strong> distribution of<br />

normal load. flash temperature {a), and Hertzian<br />

stress on <strong>the</strong> tooth flank,<br />

Flash temperature T f (<strong>in</strong> degree ) is obta<strong>in</strong>ed as<br />

a function of <strong>the</strong> flash temperature <strong>in</strong>dex Tr* by<br />

<strong>the</strong> follow,jng equation:<br />

T, = Til' (U 1~ ..J1t .. rpm/30) /..J A . P . c,<br />

where ~. = functional coefficient of tooth flank;<br />

rpm"" rotational speed of p<strong>in</strong>ion; A = normal conductivity;<br />

p = specific weight; and c = specific<br />

heat.<br />

The sample gear set \I ed <strong>in</strong> Figures 11 and ] 2<br />

i gear et 3 <strong>in</strong> Table 1. Figure 13 compare <strong>the</strong><br />

. imulated, FEA calculated and measured tooth fillet<br />

stre s (Ref. 6) for gear et 4 from Table 1.<br />

FigureI3(a) hows <strong>the</strong> chang<strong>in</strong>g stale of tooth fillet<br />

stress with <strong>the</strong> progress of mesh<strong>in</strong>g at three<br />

longitud<strong>in</strong>al fillet positions along <strong>the</strong> tooth width,<br />

i.e. at 116 from toe, 1/2 from toe and 5/6 from 'toe.<br />

Figure l3(b) arranges <strong>the</strong> same resultsm <strong>the</strong><br />

form of fillet stress distributionalong looth widlh.<br />

These figures for tooth fillet stress showa good<br />

agreement among<strong>the</strong><br />

FHA., mea ured and simulated<br />

results. Figure 14 shows a simulated frequency<br />

component of vibrational excitation for<br />

gear set 2 <strong>in</strong> Table 1. us<strong>in</strong>g measured tooth flank<br />

form deviation of <strong>the</strong> <strong>in</strong>itial gear flanks shown <strong>in</strong><br />

Figure 8. The vtbrational excitation is calculated<br />

<strong>in</strong> terms of <strong>the</strong> tooth mesh<strong>in</strong>g frequency components.<br />

The actual frequency component <strong>in</strong> Hem<br />

(lIs) of <strong>the</strong> vibrational excitation caused by <strong>the</strong><br />

tooth me h<strong>in</strong>g of <strong>the</strong>se hypoid gears can be well<br />

predicted from <strong>the</strong>se results and <strong>the</strong> driv<strong>in</strong>g speed<br />

of this gear set <strong>in</strong> operation, AIl of <strong>the</strong>se quantities.<br />

concern<strong>in</strong>g <strong>the</strong> performance of gears aresimulated-calculatedat<br />

tile same time. This is an extraor-<br />

F.igul'e tJ-Composite e17'Orsurj'ace, path: o/,contaci po<strong>in</strong>t and red COl/tad paltem<br />

,expressed ,011 <strong>the</strong> r<strong>in</strong>g gear tootll.JlaJlk (JOT geaTS cut by standard mach<strong>in</strong>e<br />

settiJlg summary data, and V=O.OO mm, H=O.OO rnm).<br />

.Figur-e 9-Composite<br />

jlrmk,<br />

-<br />

..'~""'---<br />

Figure UJ-Composite<br />

e",or<br />

.,-' -".....<br />

(V!I! N~, '.. I<br />

!V--'....""I<br />

troubled gears ..<br />

.,....,-".....--<br />

.....----<br />

....<br />

Uh A A I<br />

lit~~~<br />

---<br />

, , .<br />

.,-.. ..... _ .. I00


_I·Simul"t.dl<br />

•• llt1l., 'potlom<br />

I<br />

I . 1<br />

i t.-------+--'t---I---''r-+----'<br />

~<br />

I<br />

:L:'---------<br />

PROURE$$ OF M~SHING<br />

d Simul.ted IrlIn.miui .... "'"<br />

..,de, 10 d<br />

Figure.11 LJaded contact pattern OIl r<strong>in</strong>g gear flank and tile transmission<br />

error (<strong>in</strong>pllt torque » 30 N-m).<br />

gears that can accept measured form deviation of<br />

real tooth flank form is developed. The gear performance-such<br />

as transmission error, contact<br />

pattern under load and no load, normal loa.d<br />

distribution on tooth flank, contact stre ,tooth<br />

fillet stress, flash temperature and vibrational<br />

excitation for actual production gears-can now<br />

be analyzed. Some simulated results are compared<br />

with actual results <strong>in</strong> <strong>the</strong> field and from<br />

experience. Also, <strong>the</strong> effectiveness of <strong>the</strong> measurement<br />

of tooth flank form accuracy of hypoid<br />

gears is discussed. 0<br />

Figure l2-Simulaled<br />

l60<br />

stress stale on tooti:flank of lJypoid gears.<br />

-.-FU<br />

---+---- A.ppnmmlloa<br />

- ..........<br />

It 116<br />

(I) Compoo:i... am""l FEA. M ....... d ..,d ,oI',ulll,d<br />

fiUet strcs! distributiQf1 with 'tJ:K prog.tcu of mesh<strong>in</strong>g<br />

Figure 13 R<strong>in</strong>g gear .tooth fillet stress (torque s» 777 Nvm).<br />

e<br />

~ 6<br />

e<br />

.g<br />

,l!<br />

'u<br />

11&1 'I<<br />

c<br />

Abscissa is <strong>the</strong> order<br />

tOI Imesh<strong>in</strong>g freq,uency<br />

Figure U-Remlt ,of<strong>the</strong> vibrational ,excitation.<br />

e<br />

~<br />

Ie<br />

<br />

".c:<br />

.~ u<br />

~<br />

e<br />

Q<br />

'1i<br />

.0<br />

:> WEAR SiAGE<br />

o 0..2 0.4 0.6 0,8 1<br />

Toe:<br />

Becl<br />

(b) Coolp.ri..,.. __ !'EA. M.U1Dd oM 'oimuI.lt.,d<br />

maximum, fillet WCI.I distribution at ODJ toodl width<br />

Figure 15-Cllallge of <strong>the</strong> mesh iug frequellcy COlllpO'l.lelltof Jlibratiollal excitation<br />

willi:progress of tootiJ flank wear.<br />

References<br />

I. Saito, Y. er al. "Check of 3D Fonn Aocuracy of<br />

Hypoid & Bevel <strong>Gear</strong> Teeth for <strong>the</strong> New Generation of<br />

Quality Contra]," AGMA Fall Technical Meet<strong>in</strong>g, 1.998.<br />

2. Kubo, A. et al, "A Computer Based Approach for<br />

Evaluation of Operat<strong>in</strong>g Performance of Bevel and<br />

Hypoid <strong>Gear</strong>s," lSME International Journal (Series<br />

C), Vol.40, No.4, 199'7,pp. 749-758.<br />

3.. Kagimoto, H.et al, "Development of Tooth<br />

Surface Measur<strong>in</strong>g Mach<strong>in</strong>e for Hypoid <strong>Gear</strong>s,"<br />

Toyota Motor Co. Technical. Review, Vol. 43, No. L<br />

May 1993,pp. 112-1l7.<br />

4. Wang, Zhonghou, A. Kubo.et aI. "Simulation of<br />

Deterioration of Hypoid <strong>Gear</strong> Performance due to<br />

Tooth Flank Wear (I st Report, Data Process<strong>in</strong>g of<br />

Measured Tooth Flank Wear)," Transactions of <strong>the</strong><br />

Japan Society of Mechallical Eng<strong>in</strong>eers, Vol.66. No.<br />

647, 2000, pp. 2354-2362.<br />

5, Wallg, Zhonghou, A. Kubo et al, "Simulation of<br />

Deterioration of Hypoid <strong>Gear</strong> Performance due 10<br />

Tooth flank Wear (2nd Report. Model for Tooth flank<br />

Wear and <strong>the</strong> Change ofGerur Performance Resulted},"<br />

Transactions of <strong>the</strong> Japan Society of Mechanical<br />

Eng<strong>in</strong>eers, Vol.66, No. 647. 2000, pp. 2363-2370,<br />

6. Wang. Zhonghou, A. Kubo et al. "Tooth Root<br />

Stress Analysis of Hypoid <strong>Gear</strong>s (2nd Report,<br />

Introduction of Predict<strong>in</strong>g Method. for <strong>the</strong> Tooth<br />

Root)," Transactions of <strong>the</strong> Japan Society of<br />

Mechanical Eng<strong>in</strong>eers, Vol. 66, o. 652, December<br />

2000, pp. 221-227.<br />

7, Wang, Zhonghou, A. Kubo et al. "Measurement of<br />

3D Tooth flank Form of Hypoid <strong>Gear</strong>s and its Usage<br />

for High Quality Production and Performance<br />

Prediction," International Conference on Mechanical<br />

Transmissions, Chongq<strong>in</strong>g, Ch<strong>in</strong>a, April 200 1.<br />

Figures <strong>in</strong> Fig. 6,Fig. 7<br />

Which <strong>Gear</strong><br />

I Set Was Used<br />

I<br />

Fig. 8, Fig. 9,<br />

Fig. 10, Fig. 14<br />

Fig. 15<br />

Fig. II, Fig. 12 Fig. 13<br />

Tell Us What You Th<strong>in</strong>k ...<br />

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30 JULV/AUGUST <strong>2002</strong> ., GEAR TECHNOLOGY' www.gearrechnology.com ., www.oowertrensmtsston.com


Sponsored by <strong>the</strong><br />

American <strong>Gear</strong> Manfacturers Association<br />

Greater Columbus Convention. Center<br />

Columbus, Ohio<br />

October 26 - 29,2003,


_-------------'INDUSTRYNIEWS-------------.<br />

Gleason Corp', Appo<strong>in</strong>ts Vi,ce<br />

President and CFO<br />

John 1. Perrotti was named executive<br />

vice president and CFO of Rochester,<br />

Nr-based Gleason Corp.<br />

He has been with Gleason s<strong>in</strong>ce 1986<br />

<strong>in</strong> a variety of positions and has served<br />

on <strong>the</strong> board of directors s<strong>in</strong>ce 2000.<br />

Perrotti holds memberships <strong>in</strong> several<br />

professional organizations, <strong>in</strong>clud<strong>in</strong>g <strong>the</strong><br />

Association for Manufactur<strong>in</strong>g Technology<br />

and <strong>the</strong> F<strong>in</strong>ancial Executives<br />

Institute. A CPA. he has degrees from <strong>the</strong><br />

University of Rochester and Rochester<br />

Institute of Technology.<br />

!Mahr Federal Appo<strong>in</strong>ts New VP<br />

Mahr Federal Inc., of Providence,<br />

RI, appo<strong>in</strong>ted. Patrick Nugent as vice<br />

president of metrology systems ..<br />

Precision Made - Cost Effective<br />

One Statement with Two Objectives<br />

Dragon Precision Tools from Korea.<br />

Noticeable Different. Clearly Superior.<br />

DRAGON PRECISION<br />

TOOLS CO., LTD.<br />

Represented Exclusively <strong>in</strong> <strong>the</strong> USA by:<br />

440.331.0038<br />

21135 Lora<strong>in</strong> Road<br />

Fairview Park t OH 44126<br />

Fax: 440.331.0516<br />

http://www.gallenco.com<br />

http://www.dragon.co.kr<br />

32 JULY/AUGUST <strong>2002</strong> • GEAR TECHNOLOGY' www.geart·echITology.com' www.powerlraITsmisslon.com<br />

Nugent most recently worked <strong>in</strong> <strong>the</strong><br />

metrology systems customer solutions<br />

group for Mahr's parent company, Mahr<br />

GmbH of Gott<strong>in</strong>gen, Germany .. Prior to<br />

that, he served <strong>in</strong> numerous eng<strong>in</strong>eer<strong>in</strong>g<br />

capacities for Cumm<strong>in</strong>s Eng<strong>in</strong>e Co.<br />

Among his new responsibilities<br />

a. manufacturer of aero-<br />

Paul D, Lefitf space gearbox assemblies,<br />

mechanical actuators, detail gear<strong>in</strong>g<br />

and complex precision mach<strong>in</strong>ed<br />

components for commercial and military<br />

aircraft systems.<br />

Lefief has held numerous senior<br />

management positions [or defense and<br />

commercial manufactur<strong>in</strong>g companies,<br />

<strong>in</strong>clud<strong>in</strong>g Daiml.erCb1Ysler,<br />

One of Lefler's goals will be to ga<strong>in</strong><br />

additional market share <strong>in</strong> <strong>the</strong> United<br />

States, Europe and Asia.<br />

Caratron Industries Inc. has been a<br />

wholly-owned subsidiary of Belgiumbased<br />

BMT nv. s<strong>in</strong>ce 2000.<br />

are<br />

lead<strong>in</strong>g <strong>the</strong> systems' bus<strong>in</strong>ess development<br />

and fur<strong>the</strong>r<strong>in</strong>g profitable growth <strong>in</strong><br />

<strong>the</strong> North American marketplace.<br />

Philadelphia<br />

<strong>Gear</strong> !Hires New CFO<br />

Philadelphia <strong>Gear</strong><br />

Corp .., of Norristown, PA,<br />

hired Stephen<br />

Verger as<br />

CFO.<br />

Among his responsi-<br />

Step/len Vergel bilities will be lead<strong>in</strong>g an<br />

account<strong>in</strong>g, f<strong>in</strong>ancial analysis and treasury<br />

functions for <strong>the</strong> company. He also<br />

will design Philadelphia <strong>Gear</strong>'s evolv<strong>in</strong>g<br />

bus<strong>in</strong>ess model, which is focused on<br />

speciali zed gear aftermarket service and<br />

mar<strong>in</strong>e propulsion drives.<br />

For <strong>the</strong> past 23 years, Verget has<br />

worked as a f<strong>in</strong>ance leader at EJ.<br />

DuPont de Nemours of Wilm<strong>in</strong>gton. DE,<br />

<strong>in</strong> a number of roles, <strong>in</strong>clud<strong>in</strong>g CFO<br />

positions <strong>in</strong> agricultural biotechnology<br />

and advanced materials.<br />

New Presid'ent and 'CEON!amed at<br />

Caratron In.d'Ustr:ies<br />

Paul D. Lefief was<br />

named president and<br />

CEO of Caratron Industries<br />

Inc., of Warren, MI,


• INDUSTIRVNEWS _<br />

Bodycote,~sIlans<strong>in</strong>g Pilant Receives<br />

BorgWarner Certification<br />

80rgWamer Automotive of Chicago,<br />

a, selected Bodyeote of Lans<strong>in</strong>g, MI,<br />

for <strong>the</strong> Zero Defect Supplier Award for<br />

<strong>the</strong> second eonsecutive year. The award<br />

was presented at a recent ceremony <strong>in</strong><br />

Chicago. Bodycote Lans<strong>in</strong>g is an ISO<br />

9000-. 'OS 9000- and Ford Ql-appreved<br />

facility.<br />

Bodycote Lans<strong>in</strong>g specializes <strong>in</strong><br />

balch atmospheric heat. treat<strong>in</strong>g and salt<br />

pot processes. The facility also has an<br />

extensive vibratory eleen<strong>in</strong>g capability.<br />

A focus at <strong>the</strong> plant is Bodycote' proprietary<br />

ferritic nitrocarburiz<strong>in</strong>g proee ,<br />

called L<strong>in</strong>dure.<br />

The Lans<strong>in</strong>g plant is part of a fiveplant<br />

network <strong>in</strong> Michigan. Bodycote<br />

North America Inc. is a subsidiary of<br />

Bodycote International plc, located ill<br />

Macclesfield,<br />

England.<br />

INew Sales Manager for IGreg<br />

Allen Co.<br />

Janice Thoma was<br />

appo<strong>in</strong>ted ales and ourci:ng<br />

manager for <strong>the</strong> gear<br />

cutt<strong>in</strong>g tools product l<strong>in</strong>e<br />

of Greg Allen Co., located<br />

JQnic~ TlIol1llD <strong>in</strong> Fairview Park, OH.<br />

Her new re pon ibibties <strong>in</strong>clude manag<strong>in</strong>g<br />

and direct<strong>in</strong>g a nationwide network<br />

of sales representatives, and coord<strong>in</strong>at<strong>in</strong>g<br />

with global suppliers.<br />

For <strong>the</strong> past 22 years" Thomashas<br />

worked ia<strong>the</strong>gjebal gear tool <strong>in</strong>dustry ..<br />

S<strong>in</strong>ce 1994. she has been <strong>the</strong> U.S. sales<br />

eng<strong>in</strong>eer for David Brown <strong>Gear</strong> Tools of<br />

Huddersfield, U.K.<br />

Birchmer'e Capital and Wild'eir-<br />

Deem Buy M<strong>in</strong>er ,Centrifugal<br />

Cast<strong>in</strong>g Co.<br />

Miller Centrifugal Cast<strong>in</strong>g Co.<br />

(MCC), a foundry <strong>in</strong> Cecil, PAt was<br />

bought by Birehmere Capital L.P. of<br />

Pittsburgh, PAt and Wilder-Deem of<br />

New York, NY.<br />

MCC manufactures f<strong>in</strong>ish-mach<strong>in</strong>ed<br />

ferrous and non-ferrous centrifugal cast<strong>in</strong>gs<br />

for equipment manufacturers and<br />

throughoul North America. Additionally.<br />

it. is a supplier of copper-based centrifugal<br />

cast<strong>in</strong>gs, hav<strong>in</strong>g patented <strong>the</strong><br />

bimetallic cast<strong>in</strong>g process used <strong>in</strong> <strong>the</strong><br />

wonn gear bus<strong>in</strong>ess.<br />

Tile Birehmere fund targets acquisitionsm<br />

middle market manufactur<strong>in</strong>g,<br />

distribution, service and f<strong>in</strong>ancial companies.<br />

Wilder-Deem. is a f<strong>in</strong>ancial consult<strong>in</strong>g<br />

and <strong>in</strong>vestment firm whose o<strong>the</strong>r<br />

steel-related hold<strong>in</strong>g is Damascus Steel<br />

Cast<strong>in</strong>gs of New Brighton, PA.O<br />

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..........po ...~rtr!!n.'mll$$IOIl.com •.......... g!l!!rI!lchnoloQy.com • GEAR TECHNOLOGY. JULYIAUG,US.T <strong>2002</strong> 33


A Defi<strong>in</strong>itive Snurcebuek<br />

f'o:rTransmission Engi<strong>in</strong>e,e:rs:<br />

PROCEEDINGS<br />

International Conferen,ce ,on G,ears<br />

Mun.ich, March 13-115,201)2. Two volumes. VDI-Berichte<br />

No. 1665, edited by VOIi Association of German Eng<strong>in</strong>eers,<br />

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SP'IRAL IBEVEIL GEARS'<br />

(Transmissi,ons ),<br />

••• _TECHIN!I,CAL CAIl:ENIDAR ••• _<br />

<strong>July</strong> 15-17-Powder MetaUurgy Basic Shert Cour e. Penn<br />

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tests for powders and <strong>the</strong> latest high-tech PIM technologies.<br />

$1.,125 lor APMI members and MP]F member company<br />

employees. $1,325 for nonmembers ..For more ia<strong>format</strong>ion, contact<br />

<strong>the</strong> Metal Powder Industries Federation by telephoneat<br />

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<strong>July</strong> lS-1'9-8asic <strong>Gear</strong> Manufactur<strong>in</strong>g Course. Daley<br />

College, Chicago, IL. Offer<strong>in</strong>g hands-on tra<strong>in</strong><strong>in</strong>g <strong>in</strong> gear<strong>in</strong>g and<br />

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methods, and hobblog and shap<strong>in</strong>g. Open to sales reps, technidans,<br />

executives, managers, mach<strong>in</strong>ists. quality managers and<br />

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For more <strong>in</strong><strong>format</strong>ion, contact AGMA by telephone at (703)<br />

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September 4--11-futernational Manufactur<strong>in</strong>g Technology<br />

Show. McConnick Place. Chicago, IL Spon ored by AM'T- The<br />

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September 11-l3-Basic <strong>Gear</strong> Noise Short Coull'Se. Ohio<br />

State University. Columbus. OH. Attendees willlearn to design<br />

gears to m<strong>in</strong>imize <strong>the</strong> major excitations of gear noise, transmission<br />

error, dynamic friction forces and shuttl<strong>in</strong>g forces.<br />

Extensive demonstrations of special gear analysis software will<br />

take place, <strong>in</strong> addition to showcas<strong>in</strong>g of OSU gear test rigs.<br />

Participants are <strong>in</strong>vited to discuss <strong>the</strong>ir specific gear and transmission<br />

noise concerns, $1.2501. For moremforrnation, contact<br />

OSU by telephone at (614) 292-5860 or on <strong>the</strong> Internet at<br />

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September 11-I3-Fundamentals of <strong>Gear</strong> Design. University<br />

Center for Cont<strong>in</strong>u<strong>in</strong>g Education, University of Wiscons<strong>in</strong>-<br />

Milwaukee. Milwaukee. WI. This course will provide attendees<br />

with a beg<strong>in</strong>n<strong>in</strong>g knowledge of modem gear system design and<br />

analysis. A knowledge of geometry, trigonometry and elementary<br />

algebra is required. $1.0195. For more <strong>in</strong><strong>format</strong>ion, contact<br />

<strong>the</strong> University Center for Cont<strong>in</strong>u<strong>in</strong>g Education by telephone at<br />

(414) 227-3100 or visit <strong>the</strong> center's web pages via<br />

www.uwm.edu.<br />

Tell Us What YouTh<strong>in</strong>k ...<br />

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1<br />

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1<br />

"<br />

• 1 TECHNOLOGY FOCUS<br />

M'i<strong>in</strong>'imizatioln of <strong>in</strong>-Process<br />

Corrosion of Aerospace <strong>Gear</strong>s<br />

Son 'Ng!uyen, .AI:i Manesh. Jim~ Reeves and Danny Mahan<br />

I<br />

Factors Level = "+"<br />

U<br />

Level =<br />

I<br />

A Condition Virg<strong>in</strong> Heclaimed<br />

I B Alloy Pyrowear 53 9310<br />

C HT Condition Carburized Core Materia.1<br />

I<br />

o Exposure Time 90 M<strong>in</strong>utes 30 M<strong>in</strong>utes<br />

I<br />

E Coolant Concentration 8% 1%<br />

F Coolant Temperature 150°F iO°F<br />

I G Coolant Type Syn<strong>the</strong>tic Soluble Oil<br />

A B C 0 E F<br />

1<br />

,<br />

·1 1 1 1 1<br />

·1 ·1 ·1 1 , ,<br />

,<br />

E"G I Hours to Initiation i<br />

., ., 1848 II<br />

., ., 1848<br />

! I<br />

I -1 1 I 1 I -1 -, -,<br />

! '847<br />

I<br />

I<br />

I ·1 -1 I 1 I ·1 -t .,<br />

'841<br />

., I<br />

1 --:;-1 ·1 , -, -, '841<br />

·1 ., -, ., ,<br />

I 1 -1 ., 1847<br />

-, ,<br />

,<br />

I -I 1 ., -1 -, 1843<br />

.,<br />

!<br />

-, 1 -t 1 -, -1 -, 1843<br />

-1<br />

I<br />

I<br />

I ' -,<br />

1-<br />

-, I<br />

1 -1 -1 -, 1843<br />

·1 ·1 -1 -r 1 ., -, -I '843<br />

I-<br />

-t -I 1<br />

,<br />

1 -1 .,<br />

i<br />

I<br />

-t 1842<br />

-1 I ., 1 1 ·1 -1 I -1 1842<br />

:<br />

·1 1 I 1 1 ·1 ·1 ·1 'BOI<br />

·1 -, ·1 1 1 ·1 -1 ·1 18nt<br />

1 -1 ·1 ., 1 ·1 ·1 ., 1395 ,I I<br />

1 ·1 1 1 , -, ., ·1 1394 I<br />

I 1 1 1<br />

,<br />

1 I 1 ·1 .,<br />

I<br />

I<br />

1392<br />

I-<br />

1 1 ·1 1 1<br />

, I -, ·1 1392<br />

i I ., ·1<br />

, , 1 1 -, ., 1392<br />

I<br />

I I-<br />

I I 1 1 -1 ,<br />

1 -, ., 1392 I<br />

I<br />

I<br />

I<br />

1 1 1 -1 1 1 -, -1 1392<br />

I--~' !<br />

1 1 -t -1 ,<br />

1 -t ·1 1392<br />

I 1 -1 -t -1 1 1 -I -1 1392<br />

I<br />

I<br />

I<br />

I<br />

1 -I 1 1 1 1 ·1 -, 1338<br />

I<br />

-1 -1 1 1 , -1 1 -1 I 1 1319 I<br />

I<br />

I<br />

·1 ·1 ·1 1 ·1 1 ., 1 1319<br />

I<br />

I<br />

1 1 1 ·1 1 .,<br />

I ·1 -1 1224 : Treatment Run Example I<br />

.,<br />

,<br />

·1 1 1 1 1 I ·1 -1 1220 I<br />

I<br />

., ·1 1 ·1 ·1 1 I ·1 1 1204 ;<br />

i<br />

Figure i-Partial Experimental Matrix With Screen <strong>in</strong>g<br />

Analy<br />

sis.<br />

36 JULY/AUGUST <strong>2002</strong> .' GEAR TECHNOLOGY" www.qe srtecnnotoqv.com » www.powerrransmission ..ccm<br />

,<br />

I<br />

i<br />

I<br />

1<br />

Intrnduction<br />

Carbon steels have primarily been used<br />

to manufacture aerospace gears due to <strong>the</strong><br />

steels' mechanical characteristics. An<br />

alloyed low carbon steel is easily casehardened<br />

to obta<strong>in</strong> a hard wear surface<br />

while ma<strong>in</strong>ta<strong>in</strong><strong>in</strong>g <strong>the</strong> ductile core characteristics.<br />

The microstructure achieved will<br />

accept <strong>the</strong> heavy load<strong>in</strong>g. shocks, and elevated<br />

temperatures that gears typically<br />

experience <strong>in</strong> applications. The carbon<br />

steel mach<strong>in</strong>ability allows for general<br />

mach<strong>in</strong><strong>in</strong>g practices to be employed when<br />

produc<strong>in</strong>g aerospace gears versus <strong>the</strong> more<br />

advanced metal removal processes<br />

required by sta<strong>in</strong>less and nickel-based<br />

alloys.<br />

As a consequence<br />

of us<strong>in</strong>g non-sta<strong>in</strong>less<br />

steel for gears, <strong>in</strong>-process corrosion<br />

(rust and chemical attack) of gears is possible<br />

dur<strong>in</strong>g <strong>the</strong> manufactur<strong>in</strong>g process.<br />

Surface corrosion of carbon steel gears and<br />

shafts can lead to unacceptable stress risers<br />

<strong>in</strong> <strong>the</strong> material if action is not taken to<br />

remove <strong>the</strong> surface pitt<strong>in</strong>g and neutralize<br />

<strong>the</strong> cause. Once <strong>the</strong> corrosion effect beg<strong>in</strong>s,<br />

it wilLI cont<strong>in</strong>ue to attack <strong>the</strong> gra<strong>in</strong> boundaries<br />

of <strong>the</strong> material. The result is reduced<br />

mechanical properties of <strong>the</strong> alloy that can<br />

lead to component failure at performance<br />

levels wel.lbelow typical operat<strong>in</strong>g conditions.<br />

Prior to this project. <strong>the</strong> corrosion problem<br />

was m<strong>in</strong>imized by <strong>the</strong> use of oil-based<br />

preservatives and rust-<strong>in</strong>hibit<strong>in</strong>g mach<strong>in</strong><strong>in</strong>g<br />

coolants. However, as <strong>the</strong> negative<br />

effect on exposed production workers and<br />

<strong>the</strong> environment was better understood,<br />

and with disposal costs escalat<strong>in</strong>g, <strong>the</strong> gear<br />

manufactur<strong>in</strong>g <strong>in</strong>dustry changed to waterbased<br />

coolants and degreas<strong>in</strong>gagents. This


lion<br />

shift was i.mmediately followed by an<br />

<strong>in</strong>crease i.nrust. The result was more eostly<br />

gears from <strong>in</strong>creased rework, scrapped<br />

gears. <strong>in</strong>creased preventative activities and<br />

manufactur<strong>in</strong>g How <strong>in</strong>efficiencies due to<br />

out-or-sequence proces <strong>in</strong>g. The replacement<br />

of corroded gears created additional<br />

delays. Corrosion of gears <strong>in</strong> <strong>the</strong> manufaenir<strong>in</strong>g<br />

environmem cont<strong>in</strong>ued to plague <strong>the</strong><br />

entire gear <strong>in</strong>dustry; '<strong>the</strong>refore an <strong>in</strong>vestigation<br />

to m<strong>in</strong>imize !he corrosive effect was<br />

warranted.<br />

Olljootives<br />

The objective ' of !hi project were to<br />

identify <strong>the</strong> root causes of <strong>the</strong> observed <strong>in</strong>process<br />

corrosion<br />

of gears and to develop<br />

preventative practices to mitigate its occurrenee<br />

dur<strong>in</strong>g <strong>the</strong> manufactur<strong>in</strong>g of gears.<br />

Specifically. me objectives were:<br />

• Utilize advanced manufactur<strong>in</strong>g tools,<br />

uch as tati tically designed experiments,<br />

process How charts. and failure modes and<br />

effect analysi (FMEA) to systematically<br />

md'y <strong>the</strong> potential causes of <strong>the</strong> <strong>in</strong>-process<br />

cerro ion ..<br />

• Evaluate <strong>the</strong> impacts of chemical attack<br />

and residual coolant on corro ion. <strong>in</strong>clud<strong>in</strong>g<br />

<strong>the</strong> <strong>in</strong>vestigation of an adapted on-l<strong>in</strong>e<br />

Digi-Galv probe as a predictive tool.<br />

TECHINIOLOGY FOCUS<br />

'Normal Pr,obability 'Plot ot <strong>the</strong>Standardizedl Effacts<br />

(Response' 's Tim to' Alpha .. QI.10)<br />

• Identify and implement preventive practices<br />

to reduce <strong>in</strong>-proces corrosion.<br />

p<strong>in</strong>g. shot peen<strong>in</strong>g and <strong>in</strong>spection. Three<br />

(Cu plati:ng,carburiz<strong>in</strong>g. tripp<strong>in</strong>g). lap-<br />

Approacb. Scope, and Methodology gear parts (spur.helical, and planetary p<strong>in</strong>-<br />

This project was conducted <strong>in</strong> two ph as- lion) were selected from two separate gear<br />

IF""-~----------------'"'I,A: A Condition<br />

B: BAlloy<br />

C: C HT Conditio"<br />

0: D M<strong>in</strong>ute<br />

E E COnCentl'8\lon,<br />

F F Temperature<br />

G G Coolant Type<br />

es: Phase [ was to identify root causes of <strong>in</strong>- manufacturers as aresult of <strong>the</strong> process<br />

Sewage AI/lhorit)'. He is work<strong>in</strong>g on a $200 mil·<br />

process eorrosion by conduct<strong>in</strong>g a compre- mapp<strong>in</strong>g described above. These parts prohensive<br />

study. us<strong>in</strong>g manufactur<strong>in</strong>g process vided !he basi for detailed evaluations of eng<strong>in</strong>eer al <strong>the</strong> liT R~learch huri/wle (lrml)<br />

lion plant expansion project. He was a enior<br />

from 1999-2001.<br />

bench mark<strong>in</strong>g. at two gear production <strong>the</strong> signil'i.cant manufactur<strong>in</strong>g steps that<br />

facilities. The Phase ~ ludy was augment- were likely to <strong>in</strong>itiale <strong>in</strong>-process corrosion. Jim Reeves<br />

ed by controlled hlbomtory eX-PeriIllents. [II addition, parts selected were made cut is manager of proce s eng<strong>in</strong>eer<strong>in</strong>g QI Hont!ywell<br />

The desired end product of Phase I was ta of common base materials mat are widely Eng<strong>in</strong>e, Systems and Services' <strong>Gear</strong><br />

understand <strong>the</strong> sources .10:[ corrosion an ' used <strong>in</strong> <strong>the</strong> aerospace <strong>in</strong>dustry te manufac- Mamljacluri'lg Center of Excellence j'l Phoenix.<br />

! AZ He lias worked for HOl1eywell s<strong>in</strong>ce /980.<br />

gears dur<strong>in</strong>g <strong>the</strong> manufactur<strong>in</strong>g proces and ~ (Ore gears. The materials selected were wilen he starred as a grilldillg operator, Reeves<br />

10 identify solution to m<strong>in</strong>imize <strong>the</strong> corm- : 9310 (AMS6260, AMS6265) and Pyre- is a ctmifitd six sigma black.belt.<br />

sian problem. Phase D was to implement i wear X-53 (AMS6308) steels.<br />

<strong>the</strong> identified solutions to a restricted area l When <strong>the</strong> part selection and verifica- ~~ic~:~::~r for lhl! manufactur<strong>in</strong>g<br />

of <strong>the</strong> maaufacnmng floor to test <strong>the</strong>m <strong>in</strong> a !'",' of me manufactur<strong>in</strong>g steps were com- nologydivision of .lrrRl . .He holds a doctorare<br />

production environment. pleted.<strong>the</strong> FMEA was used to evaluate <strong>the</strong> <strong>in</strong> engif!eer<strong>in</strong>g'from Michigan' Stale Ulliversity.<br />

Phase [ <strong>in</strong>volved def<strong>in</strong><strong>in</strong>g <strong>the</strong> bound- process <strong>in</strong>puts. The F1vfEAs,allowed <strong>the</strong> His work <strong>in</strong>cludes projects for INFAC, flIt!<br />

aries of <strong>the</strong> gear mak<strong>in</strong>g process, develop-I. teamto prioritize processillputs that could <strong>in</strong>strumented factoryfor gears.<br />

<strong>in</strong>g detailedprocess Imps that describe all contribute to COIro ion <strong>in</strong>i~iation. Proces D'aony IMahan<br />

2<br />

01<br />

-11<br />

"EG<br />

of me steps required to produce <strong>the</strong> gears, I" connol charts and <strong>the</strong> f1vfEA were used to worked at lite U.S. .Army .Aviatioll GIld Missile<br />

verify<strong>in</strong>g <strong>the</strong> acmal <strong>in</strong>puts at each process identify and rank: <strong>the</strong> suspect <strong>in</strong>puts lobe Command ill Reds/one Arsenal, AL. as a supertep,<br />

and perfomt<strong>in</strong>g !he fmure mode and I tested. visor 0/ manufactur<strong>in</strong>g Scit!11C1! and tt!Chnolog),.<br />

01<br />

Standardized<br />

Figur:t 2 Normal ProbabililJ Pl{)t;<br />

effects analysis (FMEA) to assess priority<br />

of <strong>the</strong> process parameters. After <strong>the</strong><br />

process conditions that could potentially<br />

be contribut<strong>in</strong>g to corrosion <strong>in</strong>itiation were<br />

identilied and prioritized <strong>the</strong> design of<br />

experiments were planned and performed,<br />

For <strong>the</strong> proce s mapp<strong>in</strong>g. <strong>the</strong> boundary<br />

of <strong>the</strong> rudy was established from raw<br />

material handl<strong>in</strong>g through fmal <strong>in</strong>spection<br />

of <strong>the</strong> part. Typical eianutacturiag process<br />

step for gears <strong>in</strong>cluded turn<strong>in</strong>g, cutnng,<br />

hobb<strong>in</strong>g. deburr<strong>in</strong>g.<br />

gr<strong>in</strong>d<strong>in</strong>g •.heat treat<strong>in</strong>g<br />

Effect<br />

SooT. Nguvenl<br />

is a system control eng<strong>in</strong>eer<br />

at Upper Occoquan<br />

Itch.<br />

Iil'Ww.powBrlransmlssiM.com" ...",w.r/e.Jrtecftnology.com· OEAR lECHINOLOGY • JULY/AUGUST <strong>2002</strong> 31'


. -<br />

1 ;-\<br />

f<br />

E.G<br />

D<br />

• C<br />

ACE<br />

AD<br />

DD<br />

f<br />

AE<br />

DE<br />

~D<br />

o\Bf<br />

I!.f<br />

H<br />

BD<br />

BC<br />

B<br />

Fa<br />

AD<br />

AB<br />

C<br />

CD<br />

BD<br />

Sf<br />

8E<br />

~c-<br />

CG --<br />

CE<br />

Of<br />

TECHNOLOGY IFOCUS,<br />

Normal Probability Plot of <strong>the</strong> Standardized Effects<br />

(Response is Time to .Alpha = 0.10,. Only 30 Largest 'Eflieets Shownl<br />

o 2 4<br />

Figure 3-Pal'eto<br />

A CQ"d~i.n<br />

.1<br />

-A-'<br />

_ ..<br />

of Effects.<br />

Interaction<br />

6 12<br />

Plot ~Data Means) for Time to I;nitiation<br />

-1 1 ·1 , -1 r -1 1 ·1 I -1<br />

B Allcy -I 9'<br />

• 1<br />

,1111-1<br />

Figure 4-1llteractioll<br />

.~ "'"<br />

:e<br />

.E<br />

B<br />

~<br />

Figure 3-Ma<strong>in</strong><br />

Plot..<br />

Effects Plot.<br />

C HT Condo ·1<br />

•I<br />

1!!!·'1<br />

, 0 M<strong>in</strong>utes Ex I.<br />

.··1 " : _-<br />

IIIE Concentration<br />

Ma<strong>in</strong> iEff,eets Plot ([lata Means) for<br />

lime to Initiation<br />

.A: .ACondition<br />

B:BAlloy<br />

C : C HI Condition<br />

D: 0 M<strong>in</strong>ute<br />

E : E Concentration<br />

F : Flemperatllre<br />

G: G Coolant Type<br />

~_;JI<br />

~<br />

1500<br />

1000<br />

500<br />

1500<br />

38 JULY/AUGUST <strong>2002</strong>' GEAR TECHNOLOGY' www.geartechnoJogy.com· www.powertransmJss on.com<br />

~<br />

~ ~<br />

--<br />

.---1<br />

FTemperitllre<br />

1<br />

.........---.<br />

~<br />

,<br />


Acreen<strong>in</strong>g analy is was performed by<br />

'olti'ng <strong>the</strong> hours 10 <strong>in</strong>itiation <strong>in</strong> ascend<strong>in</strong>g<br />

order and evaluat<strong>in</strong>g tile experiment<br />

matrix for any pattern. The visual pattern<br />

shown <strong>in</strong> Figure I that appeared 10 be . igniflcam<br />

i : coelam type. coolant condjtion,<br />

and an <strong>in</strong>teraction between eoolaru<br />

concentration<br />

and coolant type. A taJislical<br />

aaalysis was next performed, The normal<br />

probability plot and <strong>the</strong> Pareto of<br />

effects shown <strong>in</strong> Figure 2 and Figure 3<br />

respectively, identified '<strong>the</strong> same facto as<br />

be<strong>in</strong>g significant. Figure 4, <strong>the</strong> <strong>in</strong>teraction<br />

plot, 'howed <strong>the</strong> coolant type by coolant<br />

concentration as <strong>the</strong> mo t significant<br />

<strong>in</strong>teraction <strong>in</strong> <strong>the</strong> model. The ma<strong>in</strong> effects<br />

pI. t. Figure 5, <strong>in</strong>dicated that coolant concentration<br />

and coolant type had <strong>the</strong> greatest<br />

effect. An analysis of variance<br />

(ANOVA) confirmed <strong>the</strong> re uljs reported<br />

above as statistical I.)' ignificam, Based on<br />

tile data. virg<strong>in</strong> and low concentration<br />

coolants are predicted to <strong>in</strong>itiate corrosion<br />

more quickly than reclaimed and higher<br />

coacentration<br />

coolants.<br />

Heal treat condition alsoaffected <strong>the</strong><br />

<strong>in</strong>itiation<br />

of corm. ion <strong>in</strong> that rugh carbon<br />

(carburizeCl) urface were more resi tanl<br />

110 <strong>in</strong>itiation as compared '10 core (unearburized)<br />

wfaces. It was also, yn<strong>the</strong>sized<br />

from. <strong>the</strong> data set '!hat u ed/reclaimed<br />

cool ants offered better corrosion resi tance<br />

IhI: !'I.I_~11OI\I<br />

WW... pOWllr,,"n,mluUM.com •.......... g .. "·.chnology.com • GEAR TECHNOLOGY" JUl Y/AUGUST <strong>2002</strong> 39


TECHNOLOGY<br />

FOCUS<br />

Factors<br />

pH<br />

Copper ozJgaL<br />

Exposure time Im<strong>in</strong>.l<br />

I i<br />

I<br />

, .,'<br />

.l I I<br />

., .,<br />

I ., .,<br />

-i I \<br />

Attack<br />

·1 2<br />

., 2<br />

I, Lllvel " "+• Level" ••<br />

10.3<br />

9.9<br />

90<br />

8.6<br />

'6.3<br />

45<br />

F.igure6-Alkalille Strip Experiment<br />

Matrix.<br />

Figu.re 7-PCI- W<strong>in</strong> Probe System..<br />

Figure 8-PCl·<br />

Will Sweep Output.<br />

application method. Based on this resun,.<br />

<strong>the</strong> manufactur<strong>in</strong>g specification was modified<br />

to only require a quick immersion <strong>in</strong><br />

lieu of a four-m<strong>in</strong>ute soak. The practice<br />

was quickly implemented <strong>in</strong> Phase U.<br />

Chemical Attack<br />

Dur<strong>in</strong>g <strong>the</strong> project, a large quantity of<br />

gears were exhibit<strong>in</strong>g a pitted condition at<br />

<strong>the</strong> mach<strong>in</strong><strong>in</strong>g operations <strong>in</strong> various areas.<br />

After metallurgical exam<strong>in</strong>ation, it was<br />

determ<strong>in</strong>ed that <strong>the</strong> pits were a result of<br />

chemical attack/corrosion. S<strong>in</strong>ce <strong>the</strong><br />

machiae cutt<strong>in</strong>g fluids, clean<strong>in</strong>g and<br />

preservation factors had been previously<br />

tested <strong>in</strong> Phase I, <strong>the</strong>y were quickly dismissed<br />

as <strong>the</strong> root cause. This allowed <strong>the</strong><br />

team to focus <strong>the</strong> <strong>in</strong>vestigation <strong>in</strong> <strong>the</strong> plat<strong>in</strong>g<br />

facility. The key factors were identified<br />

through a thought process mapp<strong>in</strong>g exercise.<br />

Possible <strong>in</strong>itiators of <strong>the</strong> attack were<br />

alkal<strong>in</strong>e pH,expos1IIfe time, and <strong>the</strong> ounces<br />

of copper <strong>in</strong> <strong>the</strong> alkal<strong>in</strong>e strip solution. An<br />

experiment was designed. to test <strong>the</strong>se factors<br />

an 9310 steel specimens as shown <strong>in</strong><br />

Figure 6..Analysis of <strong>the</strong> experiment. identified<br />

pH as <strong>the</strong> factor with <strong>the</strong> highest significance.<br />

Data also <strong>in</strong>dicated when <strong>the</strong> pH<br />

level was greater than W, chemical attack<br />

did not occur.<br />

For phase II implementation, <strong>the</strong> team<br />

<strong>in</strong>stalled a controller on <strong>the</strong> alkal<strong>in</strong>e strip<br />

tanks to ma<strong>in</strong>ta<strong>in</strong> <strong>the</strong> tank pH levels above<br />

lO.3, by automatically add<strong>in</strong>g anhydrous<br />

ammonia when <strong>the</strong> pH level dropped<br />

below 10.3, It was noted !hat dur<strong>in</strong>g <strong>the</strong><br />

anhydrous ammonia addition, an. exo<strong>the</strong>rmic<br />

reaction occurred,heat<strong>in</strong>g <strong>the</strong> solution<br />

to temperatures above HJO"F.The problem<br />

identified with <strong>the</strong> elevated temperature<br />

was that when <strong>the</strong> alkal<strong>in</strong>e stripp<strong>in</strong>g SOJIItionreached<br />

temperatures above 77°P, it<br />

became corrosive to carbon steels. The<br />

team <strong>in</strong>stalled a chill<strong>in</strong>g unit <strong>in</strong> <strong>the</strong> stripp<strong>in</strong>g<br />

tanks to stabilize <strong>the</strong> solution temperature<br />

at 60"E After <strong>in</strong>stall<strong>in</strong>g <strong>the</strong> chiller and<br />

ma<strong>in</strong>ta<strong>in</strong><strong>in</strong>g stable pH levels at 10.3-10,7,<br />

no chemical attack on an entire lot of gears<br />

has occurred due to pH imbalance as a root<br />

cause.<br />

Residual Coolant<br />

Early <strong>in</strong>. <strong>the</strong> project, it was determ<strong>in</strong>ed<br />

by extensive laboratory test<strong>in</strong>g that waterbased<br />

mach<strong>in</strong><strong>in</strong>g coolant was an effective<br />

corrosion. <strong>in</strong>hibitor. Low carbon alloy gears<br />

coated with a film of <strong>in</strong>-process coolant did<br />

not corrode after two months <strong>in</strong> <strong>the</strong> high<br />

heat and humidity test chamber.<br />

The results of this test<strong>in</strong>g were:<br />

• Used coolant is not a corrosion enabler,<br />

• The coolant solution's ability to form a<br />

protective film barrier on <strong>the</strong> surface of <strong>the</strong><br />

part determ<strong>in</strong>ed its ability to <strong>in</strong>hibit corrosion.<br />

Whe<strong>the</strong>r this film came (rom virg<strong>in</strong><br />

or <strong>in</strong>-process coolant was irrelevant.<br />

.•If a film was not left on <strong>the</strong> part by <strong>the</strong><br />

coolant after <strong>the</strong> mach<strong>in</strong><strong>in</strong>g operation and<br />

it was not properly treated with a preservative<br />

oil, <strong>the</strong>n corrosion was enabled. Such<br />

corrosion resulted <strong>in</strong> <strong>in</strong>creased manufactur<strong>in</strong>g<br />

costs andlead times.<br />

·401 JULY/AUGUST <strong>2002</strong>' GEAR TECHNOLOGY· www.geartechno/Qgy.com' www.powertransm;ss on. com<br />

• A corrosion-protective film could be<br />

formed after process<strong>in</strong>g through ei<strong>the</strong>r <strong>the</strong><br />

coolam or preservative solution typically<br />

applied dur<strong>in</strong>g <strong>the</strong> msnufacnmng process.<br />

Test results <strong>in</strong>dicated that residua]<br />

coolant would leave a short-term COITOsian<br />

<strong>in</strong>hibit<strong>in</strong>g film an <strong>the</strong> gears similar<br />

to <strong>the</strong> ones result<strong>in</strong>g from immersion ill<br />

an oil bath. This residual film could<br />

reduce <strong>the</strong> <strong>in</strong>cidence of corrosion even if<br />

<strong>the</strong> preservative oil was not applied. If<br />

<strong>the</strong> proper flu.id attributes could be measured<br />

and ma<strong>in</strong>ta<strong>in</strong>ed, not only would<br />

costly corrosion <strong>in</strong>itiation be greatly<br />

reduced, but <strong>the</strong> corrosion prevention<br />

steps (preservative baths) could also be<br />

decreased or elim<strong>in</strong>ated.<br />

On-l<strong>in</strong>e PCI-W<strong>in</strong> Probe<br />

A significant barrier to. rely<strong>in</strong>g on residual<br />

coolant as rut effective short-term COfrosion<br />

:<strong>in</strong>hilbitor is determ<strong>in</strong><strong>in</strong>g if <strong>the</strong><br />

coolant has !he proper attributes. Standard<br />

corrosion test<strong>in</strong>g takes too long to give<br />

usable <strong>in</strong><strong>format</strong>ion ill an Oil-go<strong>in</strong>g production<br />

environment. For example, this test<strong>in</strong>g<br />

procedure would take approximately 48<br />

hours to complete at added cost for coolant<br />

analysis. The team's goal was to f<strong>in</strong>d a tool<br />

to provide real time sump-site test<strong>in</strong>g to'<br />

predict <strong>the</strong> coolant's corrosion <strong>in</strong>hibit<strong>in</strong>g<br />

properties.<br />

After fur<strong>the</strong>r research.<br />

<strong>the</strong> team decided<br />

on !he use of an adapted Digi-Galv prob<strong>in</strong>g<br />

system, PCl-W<strong>in</strong> Probe, similar <strong>in</strong> operat<strong>in</strong>g<br />

pr<strong>in</strong>ciple to <strong>the</strong> one: u ed <strong>in</strong> <strong>the</strong> oil<br />

pipel<strong>in</strong>e monitor<strong>in</strong>g <strong>in</strong>dustry. The probe<br />

has<strong>the</strong> potential to provide quick <strong>in</strong>dicationsof<br />

a coolant's corrosion-<strong>in</strong>hibit<strong>in</strong>g<br />

capabidties.<br />

The PCl-Wm Probe system shown <strong>in</strong><br />

Figure 7, consists of a small test. cell (specimen<br />

hous<strong>in</strong>g and electrode), a digitally<br />

controlled dual range precision <strong>in</strong>strument<br />

unit, and a standard Pentium desktop PC<br />

with <strong>the</strong> AMPLICON PC30AT crud and<br />

associated software <strong>in</strong>stalled. In addition,<br />

three accessories are added: a glass sleeve<br />

sample vessel, a constant temperature<br />

water bath with tub<strong>in</strong>g to allow flow<br />

through <strong>the</strong> glass sleeve, and a pump to<br />

provide circulation of <strong>the</strong> sample. The<br />

accessories create a test<strong>in</strong>g environment<br />

that simulates <strong>the</strong> actual conditions under


which '!.he coolantsperform <strong>in</strong> <strong>the</strong> metalwork<strong>in</strong>g<br />

mach<strong>in</strong>es,<br />

The PO-W<strong>in</strong> Probe effectively measures<br />

<strong>the</strong> electrical resi lance between <strong>the</strong><br />

probe and metal specimen while both are<br />

submerged LI1 <strong>the</strong> coolant be<strong>in</strong>g analyzed.<br />

The resi tance represents <strong>the</strong> film formed<br />

by <strong>the</strong> coolant on <strong>the</strong> specimen. The higher<br />

<strong>the</strong> resistance, <strong>the</strong> more complete <strong>the</strong> coverage<br />

and !.he thicker !.he film. This resistance<br />

is measured and graphed by <strong>the</strong> PCI-<br />

W<strong>in</strong> Probe system, <strong>in</strong> <strong>the</strong> form of a<br />

"sweep" shown <strong>in</strong> Figure 8. 1be sweep<br />

consists of two parts, cathodic and anodic.<br />

The anodic portion (above <strong>the</strong> X-axis, or<br />

po itive voltage values) of <strong>the</strong> sweep <strong>in</strong>dicates<br />

<strong>the</strong> rust preventative (RP) packages<br />

of <strong>the</strong> fluid. The longer <strong>the</strong> curve rema<strong>in</strong>s<br />

<strong>in</strong> <strong>the</strong> vertical. upsw<strong>in</strong>g. <strong>the</strong> better RP packages<br />

<strong>in</strong> <strong>the</strong> fluid. Also, !.he fur<strong>the</strong>r ,to <strong>the</strong> left<br />

thai. !he <strong>in</strong>flection po<strong>in</strong>t occurs, <strong>the</strong> better<br />

RP' <strong>in</strong> <strong>the</strong> fluid. In general, an <strong>in</strong>flection<br />

po<strong>in</strong>t. at 01" to' <strong>the</strong> left of 10 !lA <strong>in</strong>dicates<br />

fluid that is considered to be a good<br />

<strong>in</strong>hibitor of rust As. <strong>the</strong> RP package weakens,<br />

<strong>the</strong> sweep tends to trail off toward <strong>the</strong><br />

right If no <strong>in</strong>flection po<strong>in</strong>t oecursat all,<br />

and <strong>the</strong> sweep cont<strong>in</strong>ues flatly toward <strong>the</strong><br />

right, it demonstrates that <strong>the</strong> fluid's RP<br />

properties have depleted and are provid<strong>in</strong>g<br />

very little, if any, rust protecl.ion.<br />

Us<strong>in</strong>g two common gear materials, laboratory<br />

test<strong>in</strong>g of five' water-based metalwork<strong>in</strong>g<br />

coolants and validation test<strong>in</strong>g of<br />

two coolants were completed. Sample test<strong>in</strong>g<br />

was done at Honeywell Eng<strong>in</strong>es and<br />

Systems. Ten mach<strong>in</strong>es were strategically<br />

selected to provide a broad range of<br />

mach<strong>in</strong><strong>in</strong>g processes and coolant conditions,<br />

l<strong>in</strong> total, 10 weeks oftests were run<br />

with !.he two conditions for 9310 alloy and<br />

three weeks of tests were run with <strong>the</strong> two<br />

conditions for Pyrowear X-53 alloy. The<br />

purpose ofihe test was to validate previous<br />

results and to directly oorrelate<strong>the</strong> data<br />

ga<strong>the</strong>red <strong>in</strong> <strong>the</strong> sweep (location, <strong>in</strong>itiation<br />

of <strong>in</strong>hibition) to !he daily concentration,<br />

pH, bacteria, and total dissolved solids<br />

(TDS) levels.<br />

The results obta<strong>in</strong>ed <strong>in</strong> <strong>the</strong> lab did agree<br />

with <strong>the</strong> Phase I results. In compar<strong>in</strong>g <strong>the</strong><br />

Pel-W<strong>in</strong> sweeps, it was evident that <strong>the</strong><br />

a<br />

TECH:NIOLOGY<br />

FOCUS<br />

betteroorrosion <strong>in</strong>hibitor than <strong>the</strong><br />

ChemTool Cf-757 syn<strong>the</strong>tic coolant, Not<br />

only did <strong>the</strong> coolant type make a difference<br />

<strong>in</strong> sweep location and shape, <strong>the</strong> type of<br />

alloy was also, a factor; For <strong>the</strong> Pyrowear X-<br />

53 alloy. <strong>the</strong> sweeps were shifted far to <strong>the</strong><br />

rigilt In <strong>the</strong> DOE phase of this project,<br />

AMI Systems Co ..announce:s tllat II. 'Is now a<br />

manufactur<strong>in</strong>g: source of spiral gear rough<strong>in</strong>g<br />

and f<strong>in</strong>ish<strong>in</strong>g cutlers and bodies.<br />

We also can rnanutaeture new spiral<br />

cuner bodies In diameters 01 S" through 1'2"<br />

at present.<br />

AMI can also supply rough<strong>in</strong>giand f<strong>in</strong>ish<strong>in</strong>g'<br />

cunsrs for moslS'-12' dlameler bodies.<br />

Whelher it's service or manllla.clllr<strong>in</strong>g, consider<br />

us as an alternative source for cutters<br />

and bodies.<br />

You'll be <strong>in</strong> for a pleasant surprise.<br />

metal coupons made of PyrowearX-53 and<br />

9 1 310 were placed <strong>in</strong> a humidity chamber<br />

and monitored for <strong>the</strong> <strong>in</strong>itiation of corteion,<br />

The Pyrowear X-53 coupons exhibited<br />

corrosion <strong>in</strong>itiation before <strong>the</strong> 9310,<br />

which correlated to <strong>the</strong> 1PC1-W<strong>in</strong>f<strong>in</strong>d<strong>in</strong>gs.<br />

Additionally, it was dear that rout<strong>in</strong>e concentration,<br />

pH, bacteria, and IDS test<strong>in</strong>g<br />

did not predict pertonoance of rust <strong>in</strong>hibit<strong>in</strong>g<br />

packages <strong>in</strong> coolants.<br />

The PCI-W<strong>in</strong> Probe system did show<br />

an ability to differentiate between <strong>the</strong> two<br />

fluids' corrosion <strong>in</strong>hibit<strong>in</strong>g pertormance,<br />

However, <strong>in</strong> its current<br />

form, <strong>the</strong> PCI- W<strong>in</strong><br />

system is best suited for a laboratory<br />

NEW! Ho'b and Sbal/er c-uner Res'llarpen<strong>in</strong>g,<br />

is Inow IIvailabh" at A/W Sifs1ems, Companv Royal Oak, Michigan 48067<br />

Tel: (248) 544·3852- Fax: :(248) 544·3922<br />

FUCHS PT-97 soluble oil coolant was a SEE US AT IIIMTS <strong>2002</strong>-80'0'TH 8-71'30<br />

www.powerrransm/ss/on.com ....... w.gearI8chn0/ogy.com • GEAR TECHNOLOGY" JULY/AUGUST <strong>2002</strong> 41<br />

envi-


TECHNOLOGY<br />

FOCUS<br />

ronment, Additionally, because of several<br />

equipment stability issues, <strong>the</strong> team decided<br />

that it was not robust and precise enough<br />

to implement for production floor use.<br />

More test<strong>in</strong>g and evaluation were required.<br />

As fur<strong>the</strong>r research and development is<br />

conducted, it is expected that this technology<br />

could become a useful predictive tool<br />

for both lab and production environments<br />

Conclusions<br />

When corrosion occurs dur<strong>in</strong>g <strong>the</strong> manufactur<strong>in</strong>g<br />

of gears, production costs associated<br />

with scrapp<strong>in</strong>g or rework escalate,<br />

and product delivery delays are likely due<br />

to <strong>the</strong> disruption of work now with<strong>in</strong> <strong>the</strong><br />

product l<strong>in</strong>es. Based on this project, <strong>the</strong> key<br />

parameters and preventative practices to<br />

m<strong>in</strong>imize corrosion dur<strong>in</strong>g <strong>the</strong> manufactur<strong>in</strong>g<br />

of aerospace gears have been identified<br />

as follows:<br />

• Coolant condition, type, and coolant concentration<br />

are <strong>the</strong> major factors effect<strong>in</strong>g<br />

<strong>the</strong> <strong>in</strong>itiation of <strong>in</strong>-process corrosion ..In this<br />

project, low concentration and virg<strong>in</strong><br />

coolants will <strong>in</strong>itiate <strong>in</strong>-process corrosion<br />

more rapidly than higher concentration<br />

and<br />

reclaimed coolants,<br />

• With respect to <strong>in</strong>hibit<strong>in</strong>g <strong>in</strong>-process corrosion,<br />

soluble oil coolant performed<br />

than syn<strong>the</strong>tic coolant.<br />

• Carburized<br />

better<br />

surfaces are more resistant to<br />

corrosion <strong>in</strong>itiation than uncarburized surfaces,<br />

• Corrosion protection results are similar,<br />

regardless of <strong>the</strong> preservative oil application<br />

method, quick immersion or several<br />

m<strong>in</strong>utes' soak,<br />

• The alkal<strong>in</strong>e strip step <strong>in</strong> <strong>the</strong> plat<strong>in</strong>g<br />

process is a major source of chemical<br />

attack. Ma<strong>in</strong>ta<strong>in</strong><strong>in</strong>g pH levels between<br />

10.3-10.7 and fluid temperature at 6O"F<br />

maximum <strong>in</strong> <strong>the</strong> alkal<strong>in</strong>e strip tank will<br />

m<strong>in</strong>imize <strong>the</strong> potential for chemical attack<br />

on gears,<br />

• Residual coolant can be an effective<br />

short-term corrosion <strong>in</strong>hibitor, <strong>the</strong>reby<br />

elim<strong>in</strong>at<strong>in</strong>g <strong>the</strong> tirne-consum<strong>in</strong>g and costly<br />

oil preservative steps dur<strong>in</strong>g <strong>the</strong> manufactur<strong>in</strong>g<br />

of gears. The key to implement<strong>in</strong>g<br />

this practice is to have a reliable method of<br />

monitor<strong>in</strong>g<br />

<strong>the</strong> coolant conditions,<br />

• The PCI- W<strong>in</strong> Probe system has <strong>the</strong><br />

potential of characteriz<strong>in</strong>g <strong>the</strong> corrosion<br />

<strong>in</strong>hibitor characteristics of a coolant.<br />

Recommendations for Future Work<br />

Additional work On develop<strong>in</strong>g <strong>the</strong> PO-<br />

Will Probe system as an onl<strong>in</strong>e coolant<br />

tester is recommended, Once <strong>the</strong> coolant's<br />

corrosion <strong>in</strong>hibitor property is ascerta<strong>in</strong>ed<br />

through onl<strong>in</strong>e test<strong>in</strong>g,<strong>the</strong> possibility exists<br />

to elim<strong>in</strong>ate <strong>the</strong> preservative oil. altoge<strong>the</strong>r<br />

and rely solely on <strong>the</strong> residual coolant as an<br />

effective short-term corrosion <strong>in</strong>hibitor,<br />

Suggestions for improvements to <strong>the</strong> PC]-<br />

W<strong>in</strong> Probe system <strong>in</strong>clude <strong>the</strong> follow<strong>in</strong>g:<br />

• The calomel electrode should be manufactured.<br />

to a tighter tolerance,<br />

• A calibration method must be developed<br />

for <strong>the</strong> PCI-WilrProbe system to improve,<br />

accuracy.<br />

• The probe assembly should be repackaged<br />

to be mor-e rugged and portable.<br />

Acknowledgment.<br />

This project was conducted by<br />

Honeywell Eng<strong>in</strong>es & Systems and adm<strong>in</strong>istered<br />

by lIT Research Institute {IlTRfj<br />

through <strong>the</strong> INFAC (Instrumented Factory<br />

for<strong>Gear</strong>s)<br />

Program, which is funded by <strong>the</strong><br />

U.S, Army Aviation and Missile Command<br />

(AMCOM). Process mapp<strong>in</strong>g was done<br />

both at Honeywell Eng<strong>in</strong>es & Systems and<br />

Bell Helicopter Textron Inc, Humidity<br />

chamber and coolant test<strong>in</strong>g were conducted<br />

at Honeywell. Castrol Industrial developed<br />

<strong>the</strong> methodology for <strong>the</strong> PCl- Willl<br />

Probe test<strong>in</strong>g of <strong>the</strong> coolants, The authors<br />

would like to thank <strong>the</strong> staffs of AMCOM,<br />

lIT Research Institute, Honeywell. Eng<strong>in</strong>es<br />

& Systems, Bell Helicopter Textron Inc,<br />

and Castrol Industrial for <strong>the</strong>ir help and<br />

support all this project 0<br />

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t- iPRODUCTNEWS _<br />

Products for <strong>the</strong> <strong>Gear</strong> Industry<br />

INew Polvm.er for Brake Ac1uator<br />

From Victrex USA<br />

'TIlePeek polymer was chosen as <strong>the</strong><br />

material for <strong>the</strong> actuator unit of an electronically<br />

controlled park<strong>in</strong>g brake because<br />

it allowed TRW of Koblenz, Germany. to<br />

develop a high efficiency gear<strong>in</strong>g concept<br />

with a transmission ratio of .50:] with<strong>in</strong> a<br />

limited space.<br />

Accord<strong>in</strong>g to Victrex's press release.<br />

<strong>the</strong> polymer provided. lighter. quieter runn<strong>in</strong>g<br />

parts than could be achieved with<br />

metal.<br />

On this gear as embly, high torque was<br />

to be transmitted <strong>in</strong> a chemically aggressive<br />

environment with<strong>in</strong> a limited space. The<br />

subassembly sits 011 <strong>the</strong> caliper <strong>in</strong> <strong>the</strong> rim. a<br />

result of which was that <strong>the</strong> construction<br />

space available for <strong>the</strong> gear<strong>in</strong>g was only<br />

2.08" <strong>in</strong> diameter and 1.2" <strong>in</strong> height,<br />

Victrex USA is a manufacturer of high<br />

performance polyketones.<br />

For more <strong>in</strong><strong>format</strong>ion, contact Victrex ,<br />

USA Inc. of Greenville, SC, by telephone j<br />

at (864) 672-7335 or on <strong>the</strong> Internet at I<br />

WWl1l.victreX.CGrlL j<br />

!<br />

New G:earml from Dow Com<strong>in</strong>g<br />

Molykote syn<strong>the</strong>tic gear o:ils from<br />

Dow Corn<strong>in</strong>g Corp. can las! three times<br />

longer than conventional :m<strong>in</strong>eral oils<br />

while reduc<strong>in</strong>g power consumption by as<br />

much as 17% <strong>in</strong> worm gearboxes, accord<strong>in</strong>g<br />

to Dow Com<strong>in</strong>g.<br />

In its pre release, <strong>the</strong> company said<br />

<strong>the</strong> oils' longer life is po sible due to proprietary<br />

anti-oxidant additives and a manufactur<strong>in</strong>g<br />

proce s that elim<strong>in</strong>ate impurities<br />

which lead 10 oil degradation.<br />

The e gear oils are designed for use <strong>in</strong><br />

worm, helical, spur, bevel, hypoid, and<br />

rack and p<strong>in</strong>ion applications and meet<br />

most equipment OEM lubrication requirements.<br />

For more <strong>in</strong><strong>format</strong>ion, contact Dow<br />

Corn<strong>in</strong>g of Midland. MI. by telephone at<br />

(800) 637-5377 or on <strong>the</strong> Internet at<br />

www.molykote.com.<br />

Flaw iDe1.ec1orsfrom Agfa, NOT<br />

The USM 25 Serle of portable flaw<br />

detector from Agfa NDT weigh .3.5 lbs,<br />

and has a range of 0.020" <strong>in</strong> steel for<br />

optimum th<strong>in</strong>-range u e.<br />

Accord<strong>in</strong>g 10 <strong>the</strong> company's press<br />

release, curvature correction has been<br />

added to compensate<br />

for trigonometric<br />

flaw location calculations when perform<strong>in</strong>g<br />

angle beam <strong>in</strong>spection on pip<strong>in</strong>g and<br />

tubular goods. Two <strong>in</strong>dependent monitor<br />

gate, along with automatic A-Scan<br />

freeze for both gates, provides versatility<br />

and simplifies thickness measurements.<br />

Multiple-curve DAC with two<br />

curves above and below <strong>the</strong> orig<strong>in</strong>al<br />

recorded DAC curve enhances critical<br />

flaw siz<strong>in</strong>g capabilities. An alphanumeric<br />

data logger option provides storage<br />

for 5,000 thickness read<strong>in</strong>gs and<br />

<strong>the</strong> ability to attach 500 A-Scans to<br />

thickness<br />

read<strong>in</strong>gs,<br />

For more <strong>in</strong><strong>format</strong>ion.<br />

contact Agfa<br />

NDT of Lewistown. PA. by telephone<br />

at (717) 242-0327 or bye-mail at<br />

<strong>in</strong>/ol<strong>in</strong>k@agfandrillc.com<br />

New <strong>Gear</strong> F,actory Software from<br />

IChr;isWatts IDesign<br />

Chris Walts Design is offer<strong>in</strong>g a new<br />

software system for AutoCAD 2000,<br />

20001, <strong>2002</strong> and MDT u ers, The software,<br />

called <strong>Gear</strong> Factory. <strong>in</strong>cludes a<br />

dialog box. that allows users to create<br />

standard or custom 3-D solid models, 2-<br />

D entities or 2-D isometric entities of<br />

standard <strong>in</strong>volute gears.<br />

Accord<strong>in</strong>g to <strong>the</strong> company's website.<br />

users can specify <strong>the</strong> pitch, pressure<br />

angle, number of teeth, width and <strong>in</strong>sertion<br />

po<strong>in</strong>t of gears. The soflware is available<br />

for $79.95 per unit,<br />

For more <strong>in</strong>forraation, contact Chris<br />

Watts Design of Ojai, CA, by telephone<br />

at (80S) 649-8038 or on <strong>the</strong> Internet at<br />

www.cwattsdesign.com.<br />

INew Slizesfor G,e.arheadl Serlies<br />

hom Thomson Industries<br />

Thomson Micron L.L.c. added 90<br />

and US mm sizes of planetary gearheads.<br />

Available <strong>in</strong> both <strong>in</strong>-l<strong>in</strong>e and right<br />

angle models, <strong>the</strong>se gearheads are suitable<br />

for applications like material handl<strong>in</strong>g.<br />

packag<strong>in</strong>g, coil w<strong>in</strong>d<strong>in</strong>g, pipe<br />

44 JULY/AUGUST <strong>2002</strong>' GEAR TECHNOLOGY· www.gurrechnofogy.com. www.powor/ransmission.com


Rev<br />

I<br />

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Website: hUpi/www.lecount ..com.(<strong>in</strong>cludes pn)dlJct specifications)<br />

46 JULY/AUGUST <strong>2002</strong> • GE.AA TECHNOLOGY' w.. w.gesrrechnc;logy.com •.. ww.powe'/fsnsm/ulon.com<br />

__ P,RODUC·T NEWS _<br />

bend<strong>in</strong>g, mach<strong>in</strong>e tools. overhead gantry<br />

systems and <strong>in</strong>jection meld<strong>in</strong>g mach<strong>in</strong>es.<br />

With a standard four ar ·m<strong>in</strong>ute backlash<br />

and crowned helical carburized steel<br />

gears that are hardened to HRC 60 m<strong>in</strong>imum<br />

and flank-f<strong>in</strong>] hed after heat treat<strong>in</strong>g,<br />

<strong>the</strong> gearhead are made to operate<br />

quietly. Accord<strong>in</strong>g 10 Them on' press<br />

release. <strong>the</strong> gearheads' strength and torsional.<br />

rigidity result from mach<strong>in</strong><strong>in</strong>g<br />

both <strong>the</strong> 'Output hous<strong>in</strong>g and <strong>the</strong> helical<br />

<strong>in</strong>ternal gear from a s<strong>in</strong>gle piece 'Of high<br />

trength steel.<br />

For more <strong>in</strong><strong>format</strong>ion, contact<br />

Thomson Industrie Inc. of Port<br />

Wash<strong>in</strong>gton, NY, by telephone al. (516)<br />

883-8000 or by fax at. (516) 883-9039.<br />

New Helica~ Shaft !Mount Reducer<br />

Emerson Power Transmission <strong>in</strong>troduced<br />

a newly redesigned Brown<strong>in</strong>g<br />

New Generation<br />

of CNC Gr<strong>in</strong>ders<br />

helical<br />

shaft mount reducer.<br />

The new haft mount l<strong>in</strong>e <strong>in</strong>corporate<br />

a <strong>in</strong>gjetapered bush<strong>in</strong>g mount<strong>in</strong>g<br />

system and a barrier steel system.<br />

The s<strong>in</strong>gle tapered bush<strong>in</strong>g mount<strong>in</strong>g<br />

system is reversible and allows <strong>the</strong> bush<strong>in</strong>g<br />

to mount from ei<strong>the</strong>r side. Wt <strong>in</strong>cludes<br />

a tapered stabilizer r<strong>in</strong>g that m<strong>in</strong>imizes<br />

wobble and resists frett<strong>in</strong>g corrosion.<br />

Accord<strong>in</strong>g to EPT's press release. this<br />

y tern reduces shaft b<strong>in</strong>d<strong>in</strong>g found <strong>in</strong><br />

two-bush<strong>in</strong>g systems and can replace<br />

any competitive s<strong>in</strong>gle- or double-bush<strong>in</strong>g<br />

shaft mounts.<br />

The barrier seal system comb<strong>in</strong>es a v-<br />

r<strong>in</strong>g face eal, grea e-fitled labyr<strong>in</strong>th and<br />

rotat<strong>in</strong>g outer flnger to provide triple<br />

protection aga<strong>in</strong>st contam<strong>in</strong>ation and oil<br />

seal. damage.<br />

For more <strong>in</strong><strong>format</strong>ion. contact<br />

Emerson Power Transmission of Jlbaca,<br />

NY. by telephone at (606) 564-2.084 'Or<br />

onl<strong>in</strong>e at www.emerson-ept.com.<br />

The Parker Majestic Division of Penn<br />

United Technology announced <strong>the</strong> development<br />

of a new generation of CNC<br />

cyl<strong>in</strong>drical. rotary and profile shift<br />

gr<strong>in</strong>ders.<br />

The Liberty Series are Siemens 810-<br />

powered mach<strong>in</strong>es with a 12" x 10" or a 14"


--- ------<br />

PR.DiDUCT INIEWSI<br />

_<br />

x 30" capacity, De igned to simplifylile<br />

management and programm<strong>in</strong>g. <strong>the</strong> series<br />

can be configured as an m. 00 or comb i-<br />

nationgr<strong>in</strong>der. Additionally, it features a 5<br />

hp 00 motor and [.5 hp ID motor.<br />

The Revolution Serie conta<strong>in</strong>s CNC<br />

rotary gr<strong>in</strong>ders with II 14" maximum<br />

diameter capacity chuck. These gr<strong>in</strong>ders<br />

can be configured with .3 vertical or horizontal<br />

gr<strong>in</strong>d<strong>in</strong>g sp<strong>in</strong>dle and are switchable<br />

from aile to <strong>the</strong> o<strong>the</strong>r, Grmders<br />

have <strong>the</strong> capacity to gr<strong>in</strong>d r<strong>in</strong>g and<br />

spacers flat with<strong>in</strong> 0,0000 1" and are<br />

menu driven.<br />

The Freedom Series of CNC profile<br />

urface gr<strong>in</strong>ders is comprised of 3-axls<br />

Siemens 810- and 840D-powered<br />

mach<strong>in</strong>e with an 8" x 18" table capacity<br />

and an optional C C over-<strong>the</strong>-wheel<br />

form dire er. These gr<strong>in</strong>ders can also be<br />

configured with a CNC rotat<strong>in</strong>g or<br />

<strong>in</strong>dex<strong>in</strong>g fixture,<br />

For more <strong>in</strong><strong>format</strong>ion, contact Penn<br />

United Technology of Saxonburg. PA. by<br />

telephone at (866) 572-7537 or on <strong>the</strong><br />

Internet at www.parkermajestic ..com.<br />

<strong>in</strong>g tower applications by adjust<strong>in</strong>glbe<br />

height ofjhe output Shaft. Also, <strong>the</strong> location<br />

of <strong>the</strong> change gears was designed .0 that<br />

spiral bevel gears with<strong>in</strong> <strong>the</strong> rna<strong>in</strong> hous<strong>in</strong>g<br />

do not have to be modified 10 cbange ratios,<br />

Numerous gear ratios call be achieved<br />

by us<strong>in</strong>g different sets of change gears<br />

extemalto <strong>the</strong> ma<strong>in</strong> hous<strong>in</strong>g. Therefore,<br />

<strong>the</strong> company says, <strong>the</strong> drive can be<br />

<strong>in</strong>stalled<br />

ill 24 hours with only <strong>the</strong> smaller<br />

change gears need<strong>in</strong>g<br />

when <strong>the</strong> unit is ordered.<br />

to be <strong>in</strong>stalled<br />

For more <strong>in</strong><strong>format</strong>ion. contact<br />

Philadelphia <strong>Gear</strong> Corp. of Nord town,<br />

PA, by telephone al (800) 766-51.20 or on<br />

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Ten Us Whit You Th<strong>in</strong>k ...<br />

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• RIa. this col_<br />

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ReishauerRZ362,<br />

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A new universal cool<strong>in</strong>g rower drive<br />

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Available <strong>in</strong> two sires. !he universal cool<strong>in</strong>g<br />

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drive model • with m<strong>in</strong>imal modiJication. It<br />

conta<strong>in</strong>s spacer plates and change gears,<br />

Accord<strong>in</strong>g to <strong>the</strong> company's pre s<br />

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Call N'ow!<br />

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Telephone (765) 772·4000<br />

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\IIIWW.fairfleldmfg.com<br />

.--..--~ -<br />

IIfWW.powertransm/SSlon,com • www ..g.eartachnology.com • GEAR TECHNOLOGY' JULY/A.UGUST 2'002 47


~,.,.. - SEE US AT IMTS BOOTHI #18-'6781 ~ I<br />

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48 JULY/AUGUST <strong>2002</strong>" GEAR TECHNOLOGY' www.geartechnotogy.com· www.powertransmlsslon.com


- - -<br />

Ajax Magnethcrmic Corp.<br />

American MeLal Trt~'.at<strong>in</strong>g Co.<br />

Arro» <strong>Gear</strong> Co.<br />

AIW ysrems Co.<br />

Baril International Corp.<br />

Bourn & Koch Mach<strong>in</strong>e Tool Co.<br />

The Broach Masters loc.l<br />

Universal <strong>Gear</strong> Co.<br />

Chamfermatic Inc.<br />

Colonial Tool Group Inc.<br />

The D.C. Morrison Co.<br />

Dr. Kaiser (S.L. Munson)<br />

Dragon Precision<br />

(Greg Allen Co.)<br />

Dura-Bar<br />

Tool Co. LId.<br />

Fairfield Manufactur<strong>in</strong>g Co. Inc.<br />

F;is~ler' orp.<br />

<strong>Gear</strong> MOlions Inc.<br />

G~ar Tec~nology ~Center. .<br />

01 v. of MII~ubl ..hi International Corp.<br />

Gleason Corp.<br />

Glea!>on CUll<strong>in</strong>g Tooh Corp.<br />

The Gleason Work~<br />

rMTS <strong>2002</strong><br />

Index Teehnologie Inc.<br />

Insco Corp,<br />

I later tal" Tool Corp.<br />

rrw Heartland<br />

Kl<strong>in</strong>gelnberg-Oerlikon<br />

Koepfer America .l.L.c.<br />

Kreiter <strong>Gear</strong>teeh<br />

LeCoumlnc.<br />

Liebherr <strong>Gear</strong> Technolo y Co,<br />

LMT·Fette<br />

M&M Precision Systems Corp.<br />

\idy,e\l <strong>Gear</strong> & ioollnc.<br />

MidWe51 <strong>Gear</strong> Corp.<br />

Newage Te~L<strong>in</strong>g Instruments Inc.<br />

Niagara<br />

<strong>Gear</strong> Corp.<br />

PcIt} Technology Corp.<br />

po ....enrunsmission.com 1loI<br />

The Purdy Corp.<br />

Reishauer Corp.<br />

Russell. Holbrook & Henderson Inc.<br />

Sun-SU Inc.<br />

Star-S Inc. (Wesl Branch Indu tries)<br />

SU America Inc.<br />

United Tool Supply<br />

VOl Veri,,!.!<br />

AD'VE'RTISIER INDEX<br />

--- -<br />

USE RAPID! IREADERIRESPONSEto centaet any advertiser <strong>in</strong> this, issue<br />

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Pagel<br />

16,31<br />

50<br />

51<br />

4<br />

41<br />

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48<br />

33<br />

32<br />

5<br />

47<br />

15<br />

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13<br />

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(703) 684-02 II<br />

(800) 547-1527<br />

(;.! 16) 431-4:191<br />

(630) 969-7640<br />

(248) 544-3852<br />

(s·m 272-8128<br />

(815) 965-4013<br />

(530) 885·1939<br />

(815} 636-.5082.<br />

(5191.:!53-2461<br />

(888) 246-6]65<br />

(859) 581-7511<br />

(800) 775·1390<br />

(440) 331-0038<br />

(800) 2270.6455<br />

(815) 338-7800<br />

(765) 772-4000<br />

(414) 769-0072.<br />

(315) 488-0100<br />

(248) 669-6136<br />

(585) 473·1000<br />

(8151 877-8900<br />

(585) .1.73-1000<br />

(800) 3224687<br />

(703) 893-2900<br />

(440) 895-t627<br />

r978) 448-6368<br />

(216) 671-1077<br />

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(1147) 93141111<br />

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(734) 0129-2095<br />

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(586) i);l.·89~J<br />

(330) 425-W19<br />

(800) 806·3924<br />

(215) 526-2200<br />

(800) 447-2392<br />

(7161874·3131<br />

( oo) 738-2525<br />

(8-17) 437-6604<br />

(8OO)649-0000<br />

(847) 8 -3828<br />

(20 I) 796-5445<br />

(847) 649-1450<br />

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chamfe/%@aol.com<br />

bmfroal @"mn,i.nel<br />

rvbbj@jUl1u.com<br />

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gallenco@msn.com<br />

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usu@fae"ler-ag.ch<br />

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dmetlon@ leason.com<br />

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a<br />

me. ar. n~anufacturer • typically u e<br />

plastic, steel or o<strong>the</strong>r metals 1.0.<br />

make <strong>the</strong>ir gears. but Andrew<br />

Shotts made his fir 1. gears aut<br />

of sugar and chocolate.<br />

These materials are more familiar 10<br />

Shotts. A a pastry chef. he has worked<br />

<strong>in</strong> <strong>the</strong> kitchen. of <strong>the</strong> Russian Tea<br />

Room .. La Cote<br />

Ba que and <strong>the</strong> ocean<br />

l<strong>in</strong>er Queen Elizabeth 2. III 2001. he<br />

worked with twa colleagues to. create<br />

sugar and chocolate geaJ"s <strong>in</strong> that year's<br />

National Pastry Team Championship,<br />

Considered <strong>the</strong> premier event of <strong>the</strong><br />

pastry world, <strong>the</strong> annual pastry champion<br />

hip requires contestants to. create a<br />

chocolate showpiece, a sugar showpiece,<br />

cakes, plated desserts. frozen<br />

dessert and pelit fours urroundiag a<br />

<strong>the</strong>me. Intemational feam vie for a<br />

grand prize of 50,000.<br />

While rackjng <strong>the</strong>ir bra<strong>in</strong>s for 8.<br />

vision of how to best illustrate <strong>the</strong> 2001<br />

competition's Hollywood <strong>the</strong>me. Ihe<br />

chefs an Team Shotts were <strong>in</strong>spired by<br />

1930s actor Charlie Chapl<strong>in</strong> and decided<br />

to. design an entry to. honor his performance<br />

<strong>in</strong> Ihe movie Modem TImes.<br />

Noth<strong>in</strong>g symbolized <strong>the</strong> message of<br />

Modem Times better than a gear, says<br />

Shotts.<br />

"II had to be a gear because,<br />

dur<strong>in</strong>g<br />

(<strong>the</strong>) Depression, <strong>the</strong>re was so much<br />

more an emphasi on <strong>the</strong> mechanical,<br />

ra<strong>the</strong>r than On humans," he say .<br />

Shotts and hi colleague. Patrice<br />

Caillot and Remy Fi.<strong>in</strong>frock. constructed<br />

two. gears.<br />

One gear was <strong>the</strong>team's<br />

sugar howpiece, '<strong>the</strong> o<strong>the</strong>r was it.<br />

chocolate<br />

showpiece.<br />

"We were depict<strong>in</strong>g<br />

an old movie reel<br />

with tile sugar howplece," say Shotts.<br />

"II' <strong>the</strong> same ize film, 16 mm. that was<br />

1I<br />

ed when <strong>the</strong> movie was shot The white<br />

parts are upposed Ie be film wheels and<br />

<strong>the</strong> entire (annal<br />

of lhal. gear is representative<br />

of that old over-and-under<br />

of !he 1936 movie camera."<br />

<strong>format</strong><br />

The chocolate showpiece looks<br />

much like <strong>the</strong> ugar one, but. <strong>the</strong>re are<br />

some subtle differences between <strong>the</strong>m.<br />

At <strong>the</strong> bottom of <strong>the</strong> chocolate howpiece,<br />

for example. are fanlike cutout<br />

resembl<strong>in</strong>g a shutter. Both creations<br />

show gear curv<strong>in</strong>g on ei<strong>the</strong>r side to<br />

illustrate <strong>the</strong> mechanical nature of factory<br />

work dur<strong>in</strong>g<br />

<strong>the</strong> Depression.<br />

S<strong>in</strong>ce <strong>the</strong> creators were tra<strong>in</strong>ed <strong>in</strong><br />

cul<strong>in</strong>ary arts ra<strong>the</strong>r than <strong>in</strong> manufactur<strong>in</strong>g,<br />

<strong>the</strong>ir plann<strong>in</strong>g for <strong>the</strong> contest was<br />

extensive. They spent three months<br />

learn<strong>in</strong>g about mach<strong>in</strong>ery, design<strong>in</strong>g a<br />

template and mix<strong>in</strong>g <strong>the</strong> <strong>in</strong>gredients.<br />

Shotts. Fi<strong>in</strong>frock and Caillol began <strong>the</strong>ir<br />

creative process at <strong>the</strong> library, research<strong>in</strong>g<br />

gears <strong>in</strong> periodicals and trade journals.<br />

Once <strong>the</strong>y became comfortable with<br />

<strong>the</strong> construction of a gear. <strong>the</strong>y tried to<br />

devise <strong>the</strong> howpieces out of cardboard.<br />

They aved <strong>the</strong> cardboard template to a<br />

disk and sent it to an eng<strong>in</strong>eer <strong>in</strong><br />

Atlanta. who <strong>the</strong>n cut a mold to tbe<br />

exact specifications . Once <strong>the</strong>y had this<br />

mold 'back from <strong>the</strong> eng<strong>in</strong>eer,<br />

able 10. pour <strong>the</strong> chocolate<br />

bake.<br />

<strong>in</strong>to it<br />

<strong>the</strong>y were<br />

Each showpiece took eight hours to<br />

This year, Shotts and his partners are<br />

100 bu y with <strong>the</strong>ir day jobs to participate<br />

<strong>in</strong> <strong>the</strong> National Pastry Team<br />

Championship <strong>2002</strong> Contest. ShOHS<br />

works <strong>in</strong> ew York as a corporate pastry<br />

chef for Guiuard Chocolate CD. and<br />

launches a new l<strong>in</strong>e of seasonal! bonbons<br />

every<br />

three months,<br />

Caillot works as executive pastry<br />

chef at New York's St. Regis Hotel, pecializ<strong>in</strong>g<br />

<strong>in</strong> desserts, and Funfrock<br />

explores new desserts <strong>in</strong> his role as<br />

executive pastry chef at Cafe Boulud <strong>in</strong><br />

New York.<br />

Though <strong>the</strong>ir gears were probably<br />

better ta t<strong>in</strong>g than tho e made <strong>in</strong> factorie<br />

. <strong>the</strong> creators. opted to throw<br />

showpieces after<strong>the</strong> compctition.O<br />

out <strong>the</strong><br />

52. JUl Y/AUGUST <strong>2002</strong> • GEAR TECHNOLOGY' ,,,,,",w.gur,echflology. com' wWw.powlrlrlflsmlssloll.c·Qm<br />

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