Professional Documents
Culture Documents
[Metric Edition of
ANSI/AGMA 6014--A06]
ii
AMERICAN NATIONAL STANDARD ANSI/AGMA 6114--A06
Contents
Page
Foreword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
1 Scope . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2 Normative references . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Definitions and symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
4 Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
5 Criteria for tooth capacity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
6 Rating formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
7 Geometry factors, ZI and YJ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
8 Dynamic factor, Kvm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
9 Elastic coefficient, ZE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
10 Service factor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
11 Hardness ratio factor, ZW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
12 Load distribution factor, KH . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
13 Allowable stress numbers, σHP and σFP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
14 Momentary overloads . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
15 Stress cycle factors, ZN and YN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Bibliography . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Annexes
A New equipment installation and alignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
B Drive characteristics -- Multiple pinion drives . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
C Rim thickness/deflection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
D Open gearing lubrication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
E Sample problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
F Material mechanical properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
G Operation and maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
H Ausferritic ductile iron (ADI) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
I Service factors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
J Method for determination of dynamic factor with AGMA 2000--A88 . . . . . . . . 69
Figures
1 Rim thickness factor, KBm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
2 Dynamic factor, Kvm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
3 Hardness ratio factor, ZW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
4 Pinion proportion factor, KHpf . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
5 Mesh alignment factor, KHma . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
6 Allowable contact stress number for through hardened steel gears, σHP . . . 18
7 Allowable bending stress number for through hardened steel gears, σFP . . . 18
8 Allowable contact stress number for spheroidal graphitic iron gears, σHP . . 19
9 Allowable bending stress number for spheroidal graphitic iron gears, σFP . . 19
10 Hardening pattern obtainable on pinion teeth with induction hardening . . . . 30
11 Minimum effective case depth for carburized and induction hardened
pinions, he min . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
12 Steel and spheroidal graphitic iron pitting resistance stress cycle
factor, ZN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
13 Steel and spheroidal graphitic iron bending strength stress cycle
factor, YN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Tables
1 Symbols and definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2 Empirical constants: A, B, and C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
3 Allowable contact stress number, σHP, for steel and spheroidal graphitic
iron gears . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
4 Allowable bending stress number, σFP, for steel and spheroidal graphitic
iron gears . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
5 Metallurgical characteristics for steel pinions and gears . . . . . . . . . . . . . . . . . 20
6 Metallurgical characteristics for spheroidal graphitic iron gears . . . . . . . . . . . 23
7 Metallurgical characteristics for wrought carburized and hardened pinions . 24
8 Metallurgical characteristics for wrought induction hardened pinions . . . . . . 27
Foreword
[The foreword, footnotes and annexes, if any, in this document are provided for
informational purposes only and are not to be construed as a part of AGMA Standard
6114--A06, Gear Power Rating for Cylindrical Shell and Trunnion Supported Equipment
(Metric Edition).]
This standard presents formulas and information using ISO symbology and SI units.
AGMA 321.01 was originally developed to cover gears used primarily for ball and rod mills,
and for kilns and dryers. It was approved in October 1943, and later modified in June 1946.
In June 1951, AGMA 321.03 was approved as a standard. Further changes and additions
were approved in June 1959, and AGMA 321.04 was issued in March 1960. AGMA 321.05
was approved in March 1968 and issued in March 1970.
In February 1979, the mill gearing committee was reorganized to review AGMA 321.05 and
revise it in accordance with AGMA 218.01, Rating the Pitting Resistance and Bending
Strength of Spur and Helical Involute Gear Teeth. With AGMA 218.01 as a guide, the
committee submitted the first draft of ANSI/AGMA 6004--F88 in March 1984.
ANSI/AGMA 6004--F88 superseded AGMA 321.05, Design Practice for Helical and
Herringbone Gears for Cylindrical Grinding Mills, Kilns, Coolers, and Dryers. It was
approved by the AGMA membership in January 1988 and approved as an American
National Standard on May 31, 1988.
ANSI/AGMA 6004 was not widely accepted by the industry and many continued to use
AGMA 321.05. As such, the AGMA Mill Gearing began work on ANSI/AGMA 6114--A06 in
November 2001. Changes to the standard include a new dynamic factor analysis as a
function of transmission accuracy number, revised allowable stress numbers, the use of the
stress cycle factor in the rating practice, and ratings for gears made from spheroidal
graphitic iron. Extensive discussions on new equipment installation and alignment,
lubrication, and use of ausferritic ductile iron were added to the annex.
Values for factors assigned in previous standards are not applicable to this Standard, nor
are the values assigned in this Standard applicable to previous standards. The ability to
design gears, and the knowledge and judgment required to properly evaluate the various
rating factors comes primarily from years of accumulated experience in gearing. The
detailed treatment of the general rating formulas for specific applications is best
accomplished by those experienced in the field.
ANSI/AGMA 6114--A06 supersedes ANSI/AGMA 6004--F88, Gear Power Rating for
Cylindrical Grinding Mills, Kilns, Coolers and Dryers. The first draft of ANSI/AGMA
6114--A06 was made in November, 2001. It was approved by the AGMA membership in
July 2006 and approved as an American National Standard on September 29, 2006.
Suggestions for improvement of this standard will be welcome. They should be sent to the
American Gear Manufacturers Association, 500 Montgomery Street, Suite 350, Alexandria,
Virginia 22314.
ACTIVE MEMBERS
American National Standard -- Values for factors assigned in other standards are
not applicable to this standard nor are the values
assigned in this standard applicable to other stan-
Gear Power Rating for dards. Mixing values from other standards with
those from this standard could lead to erroneous
this standard. When not provided by the -- The root profiles are stepped or irregular, or devi-
purchaser, motor service factor equal to 1.0 shall ate from the generated form. The YJ factor cal-
be used. culation uses the stress concentration factors
developed by Dolan and Broghamer [1]. These
5) This standard does not include gearing which
factors may not be valid for root forms which are
has been surface hardened by nitriding or flame
not smooth curves. For root profiles which are
hardening. This gear rating practice is limited to
stepped or irregular, other stress correction
through hardened steel and spheroidal graphitic
factors may be more appropriate;
iron gears operating with through hardened,
carburized, or induction hardened steel pinions. -- The helix angle at the standard (reference) pitch
diameter is greater than 20 degrees for single he-
6) Axial contact ratio of helical gear sets, εβ, shall be lical and 35 degrees for double helical.
equal to or greater than 1.0.
Fractures emanating from stress risers on the tooth
7) Information on alignment and drive characteris- profile, tip chipping, and failures of the gear blank
tics is given in annexes A and B. through the web or rim should be analyzed by
8) Formulas do not apply to external loads such as general machine design methods.
dropped charges, electrical short circuits and
earthquakes.
2 Normative references
9) Spheroidal graphitic iron data presented in the
body of the standard does not apply to austemp- The following standards contain provisions which,
ered spheroidal graphitic iron (ADI). Rating of through reference in this text, constitute provisions of
ADI gearing is not covered by this standard. ADI this American National Standard. At the time of
is discussed further in annex J. publication, the editions indicated were valid. All
10)This gear rating practice is limited to maximum standards are subject to revision, and parties to
operating speeds of 10.2 meters per second gear agreements based on this American National Stan-
pitch line velocity. dard are encouraged to investigate the possibility of
applying the most recent editions of the standards
11) This gear rating practice is limited to gears with indicated below.
module of 8.0 or coarser.
AGMA 908--B89, Geometry Factors for Determin-
1.4 Exceptions ing the Pitting Resistance and Bending Strength of
Spur, Helical and Herringbone Gear Teeth
The formulas of this standard are not applicable to
other types of gear tooth deterioration such as plastic AGMA 923--A00, Metallurgical Specifications for
yielding, wear, case crushing and welding. They are Steel Gearing
also not applicable when vibratory conditions ex- ANSI/AGMA 1010--E95, Appearance of Gear Teeth
ceed the limits specified for the normal operation of – Terminology of Wear and Failure
the gears, see ANSI/AGMA 6000--B96. ANSI/AGMA 1012--G05, Gear Nomenclature, Defi-
The formulas of this standard are not applicable nitions of Terms with Symbols
when any of the following conditions exist: ANSI/AGMA 2101--D04, Fundamental Rating Fac-
tors and Calculation Methods for Involute Spur and
-- Damaged gear teeth; Helical Gear Teeth
-- Spur gears with transverse contact ratio, εα, less ANSI/AGMA 2004--B89, Gear Materials and Heat
than 1.0; Treatment Manual
-- Spur or helical gears with transverse contact ANSI/AGMA 2007--C00, Gears -- Surface Temper
ratio, εα, greater than 2.0; Etch Inspection After Grinding
-- Interference exists between tips of teeth and root ANSI/AGMA 2015--1--A01, Accuracy Classification
fillets; System -- Tangential Measurements for Cylindrical
Gears
-- Teeth are pointed as defined by this standard,
see clause 7; ANSI/AGMA 6000--B96, Specification for
Measurement of Lateral Vibration on Gear Units
-- Backlash is zero;
ASTM A29--99, Standard Specification for Steel
-- Undercut exists in an area above the theoretical Bars, Carbon and Alloy, Hot--Wrought and Cold--
start of active profile; Finished, General Requirements for
ASTM A148--03, Specification for Steel Castings, Superficial Hardness, Knoop Hardness and Sclero-
High Strength, for Structural Purposes scope Hardness
ASTM A247--67(1998), Standard Test Method for ASTM E351--93(2000), Standard Test Methods for
Evaluating the Microstructure of Graphite in Iron Chemical Analysis of Cast Iron -- All Types
Castings ASTM E1019--02, Standard Test Methods for
ASTM A255--02, Standard Test Method for Deter- Determination of Carbon, Sulfur, Nitrogen, and
mining Hardenability of Steel Oxygen in Steel and in Iron, Nickel, and Cobalt
Alloys
ASTM A290--02, Standard Specification for Carbon
and Alloy Steel Forgings for Rings for Reduction ASTM E1444--01, Standard Practice for Magnetic
Gears Particle Examination
ASTM A291--03, Standard Specification for Steel AWS D1.1, Structural Welding Code as Applicable
Forgings, Carbon and Alloy, for Pinions, Gears and to Cyclically Loaded Non Tubular Connections
Shafts for Reduction Gears ISO 642:1999, Steel -- Hardenability test by end
ASTM A304--02, Standard Specification for Carbon quenching (Jominy test)
and Alloy Steel Bars Subject to End--Quench ISO 643:2003, Steels -- Micrographic determination
Hardenability Requirements of the apparent grain size
ASTM A370--03a, Standard Test Methods and ISO 683--1:1987, Heat treatable steels, alloy steels
Definitions for Mechanical Testing of Steel Products and free cutting steels -- Part 1: Direct hardening
and low--alloyed wrought steel in form of different
ASTM A388--01, Practice for Ultrasonic Examina-
black products
tion of Heavy Steel Forgings
ISO 683--11--11:1987, Heat treatable steels, alloy
ASTM A488--04, Standard Practice for Steel Cast- steels and free--cutting steels -- Part 11: Wrought
ings, Welding, Qualifications of Procedures and case--hardening steels
Personnel
ISO 945:1975, Cast iron -- Designation of micro-
ASTM A534--01, Standard Specification for Carbu- structure of graphite
rizing Steels for Anti--Friction Bearings
ISO 1083:1987, Spheroidal graphite cast iron --
ASTM A536--84(1999), Standard Specification for Classification
Ductile Iron Castings
ISO 4967:1998, Steel -- Determination of content of
ASTM A578--96, Specification for Straight--Beam nonmetallic inclusions -- Micrographic method us-
Ultrasonic Examination of Plain and Clad Steel ing standard diagrams
Plates for Special Applications
ISO 6336--5:2003, Calculation of load capacity of
ASTM A609--91, Practice for Castings, Carbon, spur and helical gears -- Part 5: Strength and quality
Low Alloy and Martensitic Stainless Steel, of materials
Ultrasonic Examination Thereof
ISO/FDIS 6336--6, Calculation of load capacity of
ASTM A751--01, Standard Test Methods, Practic- spur and helical gears -- Part 6: Calculation of
es, and Terminology for Chemical Analysis of Steel service life under variable load
Products SAE/AMS 2301, Steel Cleanliness, Aircraft Quality
ASTM A866--01, Standard Specification for Magnetic Particle Inspection Procedure
Medium Carbon Anti--Friction Bearing Steel SAE/AMS--S--13165, Shot Peening of Metal Parts
ASTM E8--01, Test Methods for Tension Testing of SAE J422, Microscopic Determination of Inclusions
Metallic Materials. in Steels
ASTM E45--97(2002), Standard Test Methods for
Determining the Inclusion Content of Steel
3 Definitions and symbols
ASTM E112--96, Test Methods for Determining
Average Grain Size
3.1 Definitions
ASTM E140--02, Standard Hardness Conversion
Tables for Metals -- Relationship Among Brinell The symbols, terms and definitions, when applica-
Hardness, Vickers Hardness, Rockwell Hardness, ble, conform to ANSI/AGMA 1012--G05, Gear No-
Table 1 (concluded)
Where first
Symbol Description Units used
mn Normal module mm Eq 4
mT Transverse module mm Eq 3
nL Number of stress cycles -- -- Eq 29
P Maximum peak power kW Eq 26
Pa Allowable transmitted power for gear set kw Eq 14
Paym Allowable transmitted power for bending strength at unity kw Eq 3
service factor
Pazm Allowable transmitted power for pitting resistance at unity kw Eq 1
service factor
px Axial pitch mm Eq 4
Qv Transmission accuracy level number -- -- 8.2
q Number of contacts per revolution -- -- 1.3
san Normal tooth thickness at the top land of gear mm Eq 23
T Maximum transmitted pinion torque Nm Eq 26
tR Gear rim thickness mm Eq 5
u Gear ratio (never less than 1.0) -- -- Eq 2
vt Pitchline velocity at operating pitch diameter m/s Eq 9
ω Speed rpm Eq 29
ω1 Pinion speed rpm Eq 1
YJ Geometry factor for bending strength -- -- Eq 3
YN Stress cycle factor for bending strength -- -- Eq 3
ZE Elastic coefficient [N/mm2]0.5 Eq 1
ZI Geometry factor for pitting resistance -- -- Eq 1
ZN Stress cycle factor for pitting resistance -- -- Eq 1
Zw Hardness ratio factor for pitting resistance -- -- Eq 15
β Helix angle at standard pitch diameter degree Eq 4
εβ Axial contact ratio -- -- 1.3
ν2 Poisson’s ratio for gear -- -- Eq 13
ν1 Poisson’s ratio for pinion -- -- Eq 13
σHP Allowable contact stress number N/mm2 Eq 1
σFP Allowable bending stress number N/mm2 Eq 3
σs Allowable yield stress number N/mm2 Eq 25
gears. That gear rim end face should be clearly 4.2 Lubrication
identified for alignment.
Ratings determined by these formulas are only valid
Gear tooth accuracy considerations include: invo- when the gear teeth are operated with a lubricant of
lute profile, tooth alignment (lead), tooth spacing, proper viscosity for the load, gear tooth surface
pitchline runout, and tooth finish. finish, temperature, and pitchline velocity, see
annex D.
Gear element support considerations include: as- 4.3 Temperature extremes
sembled gear mesh alignment, mounted gear flange
and rim face axial runouts, shaft pinion axial and 4.3.1 Cold temperature operation
radial runouts, and either gear flange mount or When ambient temperatures are below 0°C, special
spring mount pin circle radial runouts, see annex A. care must be given to select materials which will
have adequate impact properties at the operating
4.1.2 Metallurgy temperature. Consideration should be given to the
following:
Allowable stress numbers, σHP and σFP, included
herein are a function of melting, casting, forging and -- low temperature Charpy specification for either
heat treating practice. Allowable stress numbers in steel or spheroidal graphitic iron;
this standard are based on 107 cycles, 99 percent -- nil ductility temperature specification;
reliability, and unidirectional loading. -- reduce carbon content of steel to less than 0.4
percent;
Allowable stress numbers are only valid for materials
and conditions listed in this standard. -- use of nickel alloy or vanadium modified steels;
-- using heating elements to increase lubricant and
4.1.3 Residual stress gear temperatures.
Residual stress in gear segments is an important 4.3.2 Temperature gradient
consideration. Presence of residual stress may be The gear design should consider the effects of
checked by inspecting the gear joint assembly. operating temperature difference between the
Typically this is done before finish gear cutting while mounting flange and the gear rim.
there is stock present to re--machine if the gear has
4.4 Other considerations
distorted, or as a minimum, after finished machining.
For acceptance, the joint should reassemble without In addition to the factors considered in this standard
excessive force or misalignment. If the gear joint which influence pitting resistance and bending
cannot be satisfactorily reassembled, the gear strength, other interrelated factors can affect overall
segments should be disassembled and transmission performance. The following factors are
re--machined. particularly significant.
4.4.1 Service damaged teeth
Any material having a case--core relationship is likely
to have residual stresses. If properly managed, Formulas of this standard are only valid for undam-
these stresses should be compressive at the surface aged gear teeth. Deterioration such as cracking,
and should enhance bending strength performance plastic deformation, pitting, micropitting, wear, or
of the gear teeth. Shot peening, case carburizing, scuffing invalidate calculations of pitting resistance
and induction hardening are common methods of and bending strength.
inducing compressive pre--stress in the surface of 4.4.2 Misalignment and deflection of
gear teeth. foundations
Grinding the tooth surface after heat treatment may Many gear systems depend on external supports
reduce residual compressive stresses. Incorrect such as equipment foundations to maintain align-
grinding of the tooth surface and root fillet area may ment of the gear mesh. If these supports are initially
introduce tensile stresses or cracks in these areas. misaligned, or are allowed to become misaligned
Care must be taken to avoid excessive reduction in during operation through elastic or thermal
hardness and changes in microstructure during the deflection, overall gear system performance will be
grinding process. adversely affected.
4.4.3 Deflection due to external loads strength is measured in terms of the bending
(tensile) stress in a cantilever plate and is directly
Deflection of gear supporting housings, shafts, and
proportional to this same load. The difference in
bearings due to external overhung, transverse, and
nature of the stresses induced in the tooth surface
thrust loads affects tooth contact across the mesh.
areas and at the tooth root is reflected in a
Since deflection varies with load, it is difficult to
corresponding difference in allowable limits of con-
obtain good tooth contact at different loads.
tact and bending stress numbers for identical
4.4.4 System dynamics materials and load intensities.
The dynamic response of the system results in Analysis of the load and stress modifying factors is
additional gear tooth loads due to the relative similar in each case, so many of these factors have
accelerations of the connected masses of the driving identical numerical values.
and driven equipment. Overloads are a part of the 5.2 Pitting resistance
service factor which is intended to account for the
operating characteristics of the driving and driven Pitting of gear teeth is considered to be a fatigue
equipment. phenomenon. Initial pitting and progressive pitting
are illustrated and discussed in ANSI/AGMA
However, it must be recognized that if the operating 1010--E95.
roughness of the driving or driven equipment causes
The aim of the pitting resistance formula is to
an excitation with a frequency that is near to one of
determine a load rating at which progressive pitting
the system’s major natural frequencies, resonant
of the teeth does not occur during their design life.
vibrations may cause severe overloads which may
Ratings for pitting resistance are based on the
be several times higher than the nominal load. It is
formulas developed by Hertz for contact pressure
recommended that a vibration analysis be per-
between two curved surfaces, modified for the effect
formed. This analysis must include the total system
of load sharing between adjacent teeth.
of driver, driven equipment, couplings, mounting
conditions, and sources of excitation. Natural In most industrial applications non--progressive
frequencies, mode shapes, and dynamic response initial pitting is not deemed serious on through
amplitudes should be calculated. Responsibility for hardened elements. Initial pitting is characterized by
the vibration analysis of the system rests with the small pits which do not extend over the entire face
purchaser of the gearing, unless otherwise specified width or profile height of the effected teeth. The
by contractual agreements. definition of acceptable initial pitting varies widely
with gear application. Initial pitting occurs in
4.4.5 Corrosion
localized, overstressed areas. It tends to redistribute
Corrosion of the gear tooth surface can have a the load by progressively removing high contact
significant detrimental effect on the bending strength spots. Generally, when the load has been reduced
and pitting resistance of the teeth. Quantification of or redistributed, the pitting stops.
the effect of corrosion on gear teeth is beyond the 5.3 Surface conditions not covered by pitting
scope of this standard. Efforts should be made to resistance formula
minimize corrosion and its effects.
Conditions such as micropitting, electric discharge
pitting, wear and scuffing are not covered by this
standard. See ANSI/AGMA 1010--E95 for more
5 Criteria for tooth capacity information.
5.3.1 Micropitting
5.1 Relationship of pitting resistance and
Micropitting is one type of gear tooth surface fatigue.
bending strength ratings
It is characterized by very small pits on the surface of
There are major differences between the pitting the material, usually less than 20 micrometers deep,
resistance and bending strength ratings. Pitting is a that give the gear tooth the appearance of being
function of the Hertzian contact (compressive) frosted or grey in color. This deterioration of the
stresses between two cylinders and is proportional surface of the material is generally thought to occur
to the square root of the applied tooth load. Bending because of influences from gear loading, material
and its heat treatment, type of lubricant, and degree The bending strength ratings determined by this
of lubrication. standard are based on plate theory modified to
consider:
5.3.2 Electric discharge pitting
-- compressive stress at tooth roots caused by the
radial component of tooth loading;
Electric discharge pitting is not a gear tooth rating
problem; however, it is a distressed condition of the -- non--uniform moment distribution resulting from
tooth surface. To the naked eye, the tooth surface the inclined angle of the load lines on the teeth;
may not be distinguishable from micropitting as the
gear teeth exhibit a similar so--called “frosted” -- stress concentrations at the tooth root fillets;
appearance. It is caused by either static or stray
-- load sharing between adjacent teeth in contact.
electricity conducted through the gear mesh due to
inappropriate electrical grounding or inappropriate The intent of the AGMA strength rating formula is to
gear motor isolation. If neglected, gear failure can determine the load which can be transmitted for the
occur. design life of the gearing without causing root fillet
cracking.
5.3.3 Wear capacity of gears
The basic theory employed in this analysis assumes
Wear resistance of mating gears can be a dictating the gear tooth to be rigidly fixed at its base. If the rim
performance limitation, particularly in these low supporting the gear tooth is thin relative to the size of
speed, heavily loaded gears. Gear wear is a difficult the tooth and the gear pitch diameter, another critical
phenomenon to predict analytically, however stress may occur, not at the fillet, but in the root area.
consideration should be given to the following: In such cases, the rim thickness factor, KB, adjusts
the calculated bending stress number.
-- operation in a contaminated environment;
-- sealing and design of the gear guard; 5.5 Conditions not covered by the bending
strength formula
-- lubrication, see annex D.
The gear designer should ensure that the gear blank
5.3.4 Scuffing construction is representative of the basic theory
embodied in this standard. Gear blank design is
Scuffing is severe adhesive wear on the flanks of beyond the scope of this standard, see annex C.
gear teeth. Adhesive wear is a welding and tearing
of the metal surface by the flank of the mating gear. It Occasionally, wear, surface fatigue, or plastic flow
occurs when the lubricant film thickness is small may limit bending strength due to stress concentra-
enough to allow the flanks of the gear teeth to contact tions around large, sharp cornered pits, or wear
and slide against each other, see annex D. steps on the tooth surface. However, these consid-
erations are outside the scope of this standard.
Scuffing is not a fatigue phenomenon and it may
occur instantaneously. This phenomenon is a 5.6 Non--uniform load
function of lubricant viscosity and additives, operat-
ing bulk temperature of gear blanks, sliding velocity, When the transmitted load is not uniform, consider-
surface roughness of teeth, gear materials, heat ation should be given not only to the peak load and its
treatments, and surface pressure. anticipated number of cycles, but also to intermedi-
ate loads and their numbers of cycles. This type of
5.4 Bending strength load is often considered a duty cycle and may be
represented by a load spectrum. In such cases, the
Bending strength of gear teeth is a fatigue phenome- cumulative fatigue effect of the duty cycle is consid-
non related to the resistance to cracking at the tooth ered in rating the gear set. A method of calculating
root fillet in external gears. Typical cracks and the effect of the loads under these conditions, such
fractures are illustrated in ANSI/AGMA 1010--E95. as Miner’s Rule, is given in ISO 6336--6.
1.8
For mB< 1.0
KBm = --1.788 mB + 2.7636
Rim thickness factor, KBm
1.6
1.4
1.2
0.8
0.25 0.50 0.75 1.00 1.25 1.50 1.75 2.00 2.25 2.50
Backup ratio, mB
Figure 1 – Rim thickness factor, KBm
uniform velocity ratio between the input and output as a representative value to determine the dynamic
rotation. Transmission error is defined as the factor. Av is related to the transmission accuracy
departure from uniform relative angular motion of the grade number.
pair of meshing gears. It is influenced by all the
8.2.1 Curves labeled Av = 7 through Av = 11
deviations from the ideal gear tooth form and ideal
spacing. The dynamic factor relates the total tooth The empirical curves of figure 2 are generated by the
load including internal dynamic effects to the trans- following equations for integer values of Av, such that
mitted tangential tooth load. 7 ≤ Av ≤ 11.
8.2 Approximate dynamic factor, Kvm The dynamic factor can be expressed as a function
Figure 2 shows dynamic factors that shall be used. of Av. Av can be approximated using the pitch
The curves of figure 2 and the equations given are variation of the pinion and gear with the following
based on empirical data, and do not account for formula, rounded to the next higher integer. Values
resonance. of Av should be calculated for both gear and pinion,
and the higher value should be used for calculating
CAUTION: Dynamic factor has been redefined to use
Kv.
Av as defined in ANSI/AGMA 2015--1--A01. In previous
AGMA standards Kvm was based on Qv as defined in For dT ≤ 400 mm
AGMA 2000--A88. See annex J for a method to calcu-
late Kvm using Qv values.
ln f pt − ln 0.3 m n + 0.003 d T + 5.2
Choices of curves Av = 7 through Av = 11 should be Av = +5
0.3466
based on transmission error. When transmission
(6)
error is not available, it is reasonable to refer to the
pitch accuracy, and to some extent profile accuracy, (rounded to the next highest integer)
1.6
Av = 11
1.5
Av = 10
1.4 Av = 9
Av = 8
Dynamic factor, Kvm
1.3 Av = 7
1.2
1.1
1
0 2.5 5.0 7.5 10.0
Pitchline velocity, vt, m/s
Figure 2 -- Dynamic factor, Kvm
ln f pt − ln 0.3m n + 0.12 d 0.5 + 4
T
The elastic coefficient, ZE, is defined by the following
Av = +5
0.3466 equation:
(7)
(rounded to the next highest integer)
where
Av is transmission accuracy number per ANSI/
AGMA 2015--1--A01;
ZE =
π
1−ν 21
E1
1
+
1−ν 22
E2
(13)
where
ln is natural log, loge;
fpt is single pitch deviation, mm; ZE is elastic coefficient, (N/mm2)0.5;
ν1, ν2 is Poisson’s ratio for pinion and gear,
mn is normal module, where
1.25 ≤ mn ≤ 50; respectively;
E1, E2 is modulus of elasticity for pinion and gear,
dT is tolerance diameter, mm;
respectively, N/mm2.
d T = d e − 2m n (8)
For example, ZE equals 190 [N/mm2]0.5 for a steel
de is outside diameter of pinion or gear, mm. pinion and gear with ν = 0.3 and E = 2.05 × 105
N/mm2 for both elements.
Av can also be estimated as the appropriate accura-
cy grade for the expected pitch and profile deviations When using an spheroidal graphitic (SG) iron gear
in accordance with ANSI/AGMA 2015--1--A01. meshing with a steel pinion, ZE equals 184 [N/
mm2]0.5 for a steel pinion with ν = 0.3 and E = 2.05 ×
B
K vm = C mill + 196.85 v t
C mill
mill
(9)
105 N/mm2 and for the SG iron gear, ν = 0.27 and E =
1.850 × 105 N/mm2.
where
10 Service factor
C mill = 50 + 56 1 − B mill (10)
0.667
2
(11−A v) these gear applications depends on experience
12 − 17 − A v −
10 acquired in each specific application.
B mill = Service factor includes the combined effects of
4
(11) overload, reliability, and other application related
factors. See annex I for additional information.
π ω 1 d w1
vt = (12)
60 000 The allowable transmitted power for the gear set, Pa,
where is determined:
11 Hardness ratio factor, ZW For through hardened pinions meshing with through
hardened gears for the range:
H B1
The hardness ratio factor, ZW, depends upon: 1.2 ≤ ≤ 1.7
H B2
-- gear ratio; and for surface hardened pinions with a surface
-- hardness of pinion and gear; finish less than 3.2 Ra meshing with through
hardened gears for the range:
-- surface finish of surface hardened pinions.
H B1
When the pinion is substantially harder than the 1.2 ≤ ≤ 2.0
H B2
gear, the work hardening effect increases the gear
capacity. Typical values of ZW are shown in figure 3.
These values are applied to the gear only. For the
A = 0.00898 HH − 0.00829
B1
B2
(16)
1.20
2.0
1.18
1.9
1.16
Surface hardened 1.8
pinions only
1.14
1.7
Hardness ratio factor, ZW
1.12 1.6
Through hardened & surface
hardened pinions with less H B1
1.10 than 3.2 Ra finish 1.5
H B2
1.4
1.08
1.3
1.06
1.2
1.04
1.02 ZW = 1.0
1
1 5 10 15 20
Gear ratio
For surface hardened pinions with a surface finish distribution factor is defined as peak load intensity
less than 3.2 Ra, meshing with through hardened divided by average load intensity across the face
gears, and width.
H B1 This factor can be determined empirically or analyti-
> 2.0, A = 0.00967 cally. This standard provides an empirical method
H B2
only.
For surface hardened pinions with a surface finish
greater than or equal to 3.2 Ra, meshing with The empirical method requires a minimum amount
through hardened gears of information. This method is recommended for
relatively stiff gear designs which meet the following
Z W = 1.0
requirements:
HB1 may be determined for surface hardened
-- net face width to pinion pitch diameter ratio, b/dw1
pinions measured with Rockwell C scale hardness ≤ 2.0 (for double helical gears the gap is not in-
values between 45 Rc and 62 Rc by equation 17 cluded in the face width);
H B1 = 6.96608 10 −2 -- face width up to 1270 mm;
-- contact across full face width of narrowest mem-
⎡ ⎤ ber when loaded.
+⎪ 1.0
⎪
⎣− 9.6806310
−5 − 1.6255210 −9 H 3
R1
+ 0.117524
H ⎦ CAUTION: If b/dw1 > 2.4 -- 0.029 (Ft (u + 1)/(dw1 b u)) the
R1 value of KH determined by the empirical method may
(17) not be sufficiently conservative. In this case, it may be
necessary to modify the lead or profile of the gears to
where arrive at a satisfactory result.
HR1 is Rockwell C hardness of the pinion, HRC. When gear elements are overhung, consideration
must be given to shaft deflections and bearing
clearances. Shafts and bearings must be stiff
enough to support the bending moments caused by
12 Load distribution factor, KH the gear forces to the extent that resultant deflec-
tions do not adversely affect gear contact. Bearing
The load distribution factor modifies the rating clearances affect gear contact in the same way as
equations to reflect the non--uniform distribution of offset straddle mounted pinions. However, gear
load along the lines of contact. The amount of elements with their overhang to the same support
non--uniformity of the load distribution is caused by side can compound the effect. This effect is
many influences. See AGMA 927--A01 and ANSI/ addressed by the pinion proportion modifying factor,
AGMA 2101--D04 for additional information on this KHpm. When the gap in a double helical gear set is
topic. other than the gap required for tooth manufacture,
for example in a nested design, each helix should be
12.1 Values for load distribution factor, KH
treated as a single helical set.
Load distribution factor is defined as: peak load
The following method will be used:
intensity divided by the average, or uniformly distrib-
uted, load intensity; i.e., ratio of peak to mean K Hβ = 1.0 + K HmcK HpfK Hpm + K Hma K He
loading. (19)
K H = K Hβ (18) where
KHmc is 1.0 for gear with unmodified leads; Mesh alignment factor, KHma, accounts for misalign-
ment of the axes of rotation of the pitch cylinders of
KHmc is 0.95 for gearing with leads properly modi-
fied by crowning or lead correction. the mating gear elements from all causes other than
elastic deformations. The value for mesh alignment
Pinion proportion factor, KHpf, accounts for deflec- factor can be obtained from figure 5. When the
tions due to load. These deflections are normally driven gear is mounted to equipment that is sup-
higher for wide face widths or higher b/dw1 ratios. ported by rollers and tires, use the roller supported
The pinion proportion factor can be obtained from curve. When the driven gear is mounted to
figure 4. equipment that is supported by bearings, use the
For double helical gearing, pinion proportion factor bearing supported curve.
should be evaluated by considering b to be net face
For double helical gearing, mesh alignment factor
width.
should be evaluated by considering b to be one half
Values for KHpf as shown in figure 4 can be of the net face width.
determined by the following equations:
Values for the two curves of figure 5 are defined as
when 25 < b ≤ 432 follows:
Pinion proportion modifier, KHpm, is 1.0 due to KHe is 0.80 because the gearing is adjusted at
alignment correction at assembly. assembly.
b/dw1
ratio
0.60 2.00
1.50
0.50 1.00
0.50
Pinion proportion factor, KHpf
0.40
0.30
For b/dw1 < 0.5 use
curve for b/dw1 = 0.5
0.20
0.10
0 125 250 375 500 625 750 875 1000 1125 1250
Face width, b, mm
0.90
Roller supported
Mesh alignment factor, KHma 0.80
0.70
0.50
0.40
0.30
0.20
0.10
For determination of KHma, see equation 22
0.0
0 125 250 375 500 625 750 875 1000 1125 1250
Face width, b, mm
Curve A B C
Roller supported 2.47 x 10 --1 0.657 x 10 --3 --1.186 x 10 --7
Bearing supported 1.27 x 10 --1 0.622 x 10 --3 --1.69 x 10 --7
13 Allowable stress numbers, σHP and σFP tests and accumulated field experiences. They are
based on 10 million stress cycles, unidirectional
Allowable stress numbers for gear materials vary loading and 99 percent reliability. Allowable stress
with items such as material composition, cleanli- numbers are designated as σHP and σFP, for pitting
ness, residual stress, microstructure, quality, heat resistance and bending strength respectively. For
treatment, and processing practices. service life other than 10 million cycles, allowable
Allowable stress numbers in this standard (tables 3 stress numbers are adjusted by the use of stress
and 4) are determined or estimated from laboratory cycle factors, see clause 15.
Table 3 -- Allowable contact stress number, σHP, for steel and spheroidal graphitic iron gears
Minimum Allowable contact stress number2),
Material Heat σHP, N/mm2
designation treatment surface
hardness Grade M1 Grade M2
Steel3) Through hardened1), 4) see figure 6 See figure 6 See figure 6
Induction hardened5) see table 8 1170 1345
Carburized & hardened5) 55 HRC 1240 1450
Spheroidal Spheroidal graphitic iron See figure 8
graphitic iron through hardened1)
NOTES:
1) Hardness to be equivalent to that at the start of active profile in the center of the face width.
2) See tables 5, 7, and 8 for major metallurgical factors for each stress grade of steel gears and table 6 for spheroidal
graphitic iron.
3) Steel selected must be compatible with the heat treatment process selected and hardness required.
4) These materials must be annealed or normalized as a minimum.
5) Allowable stress numbers indicated may be used with the minimum case depths prescribed in 13.1.
Table 4 -- Allowable bending stress number, σFP, for steel and spheroidal graphitic iron gears
The effective case depth for induction hardened surface at which the Rockwell ‘C’ hardness, HRC,
pinions is defined as the depth below the surface at has dropped to 50 HRC or equivalent.
which the hardness is equivalent to 10 Rockwell ‘C’
points below the specified minimum surface A minimum effective case depth, he min, at the pitch
hardness. line for carburized and induction hardened pinion
teeth as a function of pitch is shown in figure 11.
Allowable stress numbers for gears are established
by specific quality control requirements for each Care should be exercised when choosing case
material type and grade. All requirements for the depth, such that adequate case depths prevail at the
quality grade must be met in order to use the stress tooth and root fillet, and that tooth tips are not over
values for that grade. This can be accomplished by hardened and brittle. The actual case depth toler-
specifically certifying each requirement when speci- ance is determined by the manufacturer or by
fied. It is not the intent of this standard that all contractual agreement. It is recommended that the
requirements for quality grades be certified, but that case depth does not exceed he max.
practices and procedures be established for their
he max = the lesser of 0.4 m n or 0.56 s an (23)
compliance on a production basis. Intermediate
values shall not be used since the effect of where
deviations from the quality standards cannot be
evaluated easily. When justified by testing or he max is suggested maximum effective case
experience, higher stress levels for any given grade depth at the pitch line, mm;
may be used. Allowable stress numbers are shown san is normal tooth thickness at the top land of
in tables 3 and 4, and figures 6 through 9. the pinion in question, mm.
13.1 Guide for case depth of surface hardened If he min from figure 11 (with case depth tolerance
pinions considered) exceeds he max, a careful review of the
Surface hardened pinion teeth require adequate proposed design is required. Changing the profile
case depth to resist the subsurface shear stresses shift, lowering the operating pressure angle, or using
developed by tooth contact loads and the tooth root a coarser pitch will increase he max.
fillet tensile stresses, but depths must not be so great
For induction hardened teeth using a single tooth
as to result in brittle tooth tips and high residual
hardening method, it is critical that the hardened
tensile stress in the core.
areas from each tooth flank do not cross at the tip of
The effective case depth for carburized and hard- the tooth. This prevents tempering back of a
ened pinions is defined as the depth below the previously hardened tooth surface.
N/mm2
Metallurgical and quality control procedures required
Allowable contact stress number, σHP
1207 Grade M2
σHP = 2.407 HB + 236
1034
862
Grade M1
σHP = 2.061 HB + 270
690
517
276
Grade M1
207
σFP = 0.49 HB + 115
138
69
100 150 200 250 300 350 400 450
Brinell hardness, HB
Figure 7 -- Allowable bending stress number for through hardened steel gears, σFP
N/mm2
Metallurgical and quality control procedures required
1207
Allowable contact stress number, σHP
1034
Grade M2
σHP = 2.26 HB + 222.1
862
690
Grade M1
517 σHP = 2.086 HB + 188.4
Figure 8 -- Allowable contact stress number for spheroidal graphitic iron gears, σHP
N/mm2
345
Allowable bending stress number, σFP
Grade M2
276 σFP = 0.542 HB + 87.1
207
Grade M1
σFP = 0.507 HB + 81.4
138
69
100 150 200 250 300 350
Brinell hardness, HB
Figure 9 -- Allowable bending stress number for spheroidal graphitic iron gears, σFP
2 Grain size Certification not required. Predominantly 5 or finer. Test report only per ASTM E112 or ISO
643.
3 Hardenability Certification not required. A minimum hardenability, which is appropriate for part size and
cooling rate, should be specified per ASTM A255 or ISO 642, or
by hardenability calculation per ASTM A255.
4 Non--metallic inclusions (clean- Certification not required. Wrought gearing: Capable of meeting (certification not required)
liness, steelmaking)2) SAE/AMS 2301, ASTM A866 or SAE J422 S2--O2.
Cast gears: Only permissible if primarily round (Type 1) sulfide
inclusions.
5.1 Material form3) Forgings per either ASTM A290 or ASTM A291.
Bar stock per ASTM A29, ASTM A304 or ISO 683--1.
Castings per ASTM A148.
6 In process welding5), 13) Welding in zone 14) is acceptable only if done using heat treatable welding rod, is followed by
a full heat treatment as defined in item 7 Grade M2, and a hardness traverse is performed. No
heat affected zone is allowed and the hardness of the weld must meet the requirements of
item 8.
It is recommended that welds outside of zone 1 use compatible heat treatable welding rod and
be followed by a full heat treatment as defined in item 7 below.
Welds outside of zone 1 using non--heat treatable welding rod and without a full heat treat-
ment, are acceptable only after an engineering evaluation.
In addition, for fabricated gearing all welding shall be in accordance with the requirements of
AWS D1.1. Complete welding procedure specifications (WPS) in accordance with Section 4
of AWS D1.1 and a weld map correlating all welds with the applicable WPS are required.
WPS shall include procedure qualification records (PQR) unless a WPS is exempt from quali-
fication per Section 3 of AWS D1.1. All welding shall be performed by welders or welding oper-
ators qualified in accordance with ASME Boiler and Pressure Vessel Code Section IX or
ASTM A488.
7 Heat treatment Certification not required. Normalize and temper, 538°C min. temper or quench and
temper, 482°C min. temper. Certified heat treatment record is
required. All fabricated gear weldments are to be thermally
stress relieved in accordance with AWS D1.1 guidelines, fol-
lowed by a slow cool prior to machining.
8 Hardness testing4), 6) Certification not required. Hardness testing is required on semi--finished blanks with 3 mm
maximum stock. The minimum measured hardness value shall
meet the specified design requirement. A maximum 40 HB range
in measured hardness values is recommended.
For pinions, using only Brinell hardness testers, hardness mea-
surements shall be on the outside diameter in four places located
approximately 90 degrees apart around the circumference of the
pinion.
For gears, using only Brinell or Equotip hardness testers, a mini-
mum of twelve measurements shall be taken, four equally
spaced on each rim edge at the tooth root diameter. If individual
risers are used for casting, the hardness measurements shall
also be taken around the circumference on the outside diameter
at mid--face. If in--process welding has been performed in zone
1, then traverse hardness testing is also required across each
weld.
(continued)
Table 5 (continued)
(continued)
Table 5 (concluded)
Item Characteristic1) Grade M1 Grade M2
13 Magnetic particle inspection of Certification not required. 100% magnetic particle inspection required per ASTM E1444 for
gear blank (zone 2)4), 5), 7), 8), 9), wrought or cast gear blanks. Any indication greater than 6 mm
10), 11), 13) shall be reported. No cracks, seams, laps or tears are allowed.
-- Fabricated Certification not required. 100% magnetic particle inspection is required for plate edges per
section 6 of AWS D1.1 just prior to welding, and acceptance is per
paragraph 5.15 of AWS D1.1. 100% magnetic particle examina-
tion of weld backgouging is required to be performed per section
6 of AWS D1.1, and acceptance is per paragraph 6.10 and table
6.1 of AWS D1.1.
-- Cast Certification not required. 100% wet magnetic particle inspection is required per ASTM
E1444 for cast gear blanks. Any indication greater than 6 mm
shall be reported.
14 Magnetic particle inspection of Certification not required. Inspection to the following limits:
finished teeth and roots (zone -- Magnetic particle technique per ASTM E1444 should use the
1). 4), 9) true continuous method, wet fluorescent or wet visible, with di-
rect or indirect magnetization, in two directions.
For gears, acceptance criteria per tooth flank
-- Sum of the lengths must not exceed 10% of face width.
-- Any indication greater than 5 mm shall be reported.
-- Any single linear indication located below the operating pitch
diameter, and which lies parallel to the teeth, shall be reported.
-- No cracks, seams, laps or tears are allowed.
For pinions acceptance criteria per tooth flank are no linear indi-
cations, cracks, seams, laps or tears.
15 100% visual inspection of the Inspection to the following limits: No linear indications, cracks, seams, laps or tears.
finished gearing10), 11)
16 Shot peening12) Shot peening per SAE/AMS--S--13165 may be used to increase surface residual compres-
sive stress.
NOTES:
1) Metallurgical requirements assume homogeneous composition. In practice, microsegregation and/or banding occurs in steels.
This microsegregation can produce variations in microstructure and properties that need to be assessed.
2) Grade requirements for non--metallic inclusions, and microstructure characteristics apply only to those portions of the gearing mate-
rial where the teeth will be located in zone 1, see note 4.
3) See annex H for mechanical properties.
4) Zone 1 is defined as the volume within the gear blank outside diameter extending to a minimum depth of 25 mm below the roots of
the finished gear teeth including the segment joint flanges from the outside diameter to 25 mm below the roots of the finished gear teeth.
Zone 2 is defined as the gear rim and segment joint flange volumes not included in Zone 1 and any other parts of the gear structure that
the purchaser and seller consider necessary to examine.
5) All references to AWS D1.1 mean the requirements of AWS D1.1 structural welding code as applicable to cyclically loaded non--
tubular connections.
6) See ASTM A370, ASTM E140 or ISO 6336--5, annex C for hardness conversion tables.
7) Mechanical properties are defined to mean tensile, yield, elongation and reduction of area.
8) In--process ultrasonic and/or magnetic particle inspection of gearing blanks is recommended for large diameter parts to detect flaws
before incurring the expense of further machining.
9) Linear is defined as any indication with length greater than 3 times its width.
10) Removal of defects that exceed the stated limits is acceptable, provided integrity of the gear is not compromised.
11) Defects in non--functional areas require engineering disposition.
12) It is recommended that ANSI/AGMA 2004--B89 be reviewed to determine if the benefits of surface residual compressive stress
achieved by shot peening may be beneficial to the particular application. Shot peening of the flanks of gear teeth should be reviewed to
ensure that no detrimental effects are caused to the gear set.
13) Not applicable for pinions.
(continued)
Table 6 (concluded)
Item Characteristic1) Grade M1 Grade M2
14 Shot peening 10) Shot peening per SAE/AMS--S--13165 may be used to increase surface residual compres-
sive stress.
NOTES:
1) Metallurgical requirements assume homogeneous composition. In practice, microsegregation occurs in nodular cast irons. This
microsegregation can produce variations in microstructure and properties that need to be assessed.
2) See ASTM A370, ASTM E140 or ISO 6336--5, annex C for hardness conversion tables.
3) Mechanical properties are defined to mean tensile, yield, elongation and reduction of area.
4) Zone 1 is defined as the volume within the gear blank outside diameter extending to a minimum depth of 25 mm below the roots of the
finished gear teeth including the segment joint flanges from the outside diameter to 25 mm below the roots of the finished gear teeth.
Zone 2 is defined as the gear rim and segment joint flange volumes not included in Zone 1 and any other parts of the gear structure that
the purchaser and seller consider necessary to examine.
5) Dross is not acceptable unless there is an engineering evaluation performed.
6) In--process ultrasonic and/or magnetic particle inspection of gearing blanks is recommended for large diameter parts to detect flaws
before incurring the expense of further machining.
7) Removal of defects that exceed the stated limits is acceptable, provided integrity of the gear is not compromised.
8) Defects in non--functional areas require engineering disposition.
9) Linear is defined as any indication with length greater than 3 times its width.
10) It is recommended that ANSI/AGMA 2004--B89 be reviewed to determine if the benefits of surface residual compressive stress
achieved by shot peening may be beneficial to the particular application. Shot peening of the flanks of gear teeth should be reviewed to
ensure that no detrimental effects are caused to the gear set.
Table 7 (continued)
Item Characteristic1) Grade M1 Grade M2
6 Ultrasonic inspection3) 100% ultrasonic inspection in two (2) perpendicular directions, per ASTM A388 is required,
and the following limits apply:
-- No indications larger than 50% of the reference back reflection.
-- No continuous indications over an area larger than twice the diameter of the search unit,
regardless of amplitude.
-- No reflections that produce indications accompanied by a 50% loss of back reflection, not
attributable to the geometric configuration.
Above UT applies in radial direction, 360 degrees around, and axially from both ends.
All test surfaces to be machined to a maximum of 6.2 mm surface finish.
UT is to be redone after carburization, in areas where possible, and compared with forging
blank UT. Any changes not associated with method accuracy shall be evaluated as to
acceptability.
7 Tempering after case Required. Required.
hardening
8 Surface hardness in tooth area. Should meet the following characteristics when using only Rockwell mobile or Equotip hard-
Method of inspection is ness testers:
case hardness of a test coupon
4), 5), 6) 55 minimum HRC or equivalent.
9 Case depth considering subse- Should meet the characteristics of 9.1 and 9.2.
quent stock removal
9.1 Effective case depth in finished Minimum effective case depth per figure 11.
condition 6), 7)
9.2 Effective case depth minimum Not specified. Verification not required. Capable of meeting 50% of minimum
at root radius 6), 7) specified effective case at one--half tooth height recommended.
10 Core hardness after case hard- Verification not required. Verification not required. Capable of meeting 25 HRC minimum.
ening of test coupon 7) Capable of meeting 21
HRC minimum.
11 Surface carbon (typical)8)
For up to 2.5% total nominal 0.60 -- 1.10%C 0.60 -- 1.10%C
alloy content
2.5% to 3.5% total nominal alloy 0.60 -- 1.10%C 0.60 -- 1.00%C
content
Over 3.5% total nominal alloy 0.60 -- 1.10%C 0.65 -- 0.95%C
content
12 Surface microstructure consid- The first 50 -- 75 mm of case microstructure should meet the surface hardness requirement of
ering subsequent stock remov- the specific grade and also meet the following surface related characteristics and the
al 7), 9) requirements of Item 13:
12.1 Intergranular oxidation (IGO) Not specified.
(see figure 9, AGMA 923--A00)
Minimum specified effective
case depth, mm Maximum allowable depth, mm
at less
least than
1.5 2.3 38
2.3 3.0 50
3.0 ---- 63
(continued)
Table 7 (continued)
Item Characteristic1) Grade M1 Grade M2
12.2 Non--martensitic transforma- Not specified.
tion products (see figure 11,
AGMA 923--A00)10)
Minimum specified effective
case depth, mm Maximum allowable depth, mm
at less
least than
1.5 2.3 38
2.3 3.0 50
3.0 ---- 63
12.3 Decarburization. Any of the Not specified.
following methods are accept-
able:
-- Method 1. Reduction of sur- Maximum 3 HRC points or equivalent below maximum measured
face hardness by two load hardness by conversion but measuring at least 55 HRC or equiv-
method or reduction of case alent by conversion in the finished state.
hardness.6)
-- Method 2. Metallographic No ferrite (total decarburization) is permissible in the case micro-
evaluation. structure of the pinion tooth. No partial decarburization apparent
on active tooth profile.
Minimum specified effective Maximum allowable depth in root, mm
case depth, mm
at less
least than
1.5 2.3 38
2.3 3.0 50
3.0 ---- 63
13 Case microstructure consider- Microstructure of the first 20% of the minimum specified effective case depth should be pre-
ing subsequent stock removal dominantly tempered martensite. Additional requirements for the case microstructure are
disregarding corner effects 7) given in item 14.
14.1 Carbide precipitation in the Continuous carbide net- Semi--continuous carbide network per AGMA 923--A00, figure 2
case work per AGMA 923--A00 is not acceptable, but discontinuous carbides per AGMA
figure 1 is not acceptable, 923--A00, figure 3 are acceptable. Maximum acceptable length
but semi--continuous car- of any carbide is 20 mm.
bide network per AGMA
923--A00, figure 2 is ac-
ceptable.
14.2 Retained austenite in the Not specified. Retained austenite 25% maximum determined metallographical-
case5) ly by comparison with AGMA 923--A00 figure 13. Rejection of
piece parts shall only be based on case hardness. The minimum
microhardness at 100 mm or through the area of highest retained
austenite shall be 55 HRC. 6), 9)
14.3 Microstructure of the case to a Not specified. Primarily tempered martensite with 5% maximum non--marten-
depth of 0.25 mm or the first Untempered martensite sitic structures, carbide precipitation per item 14.1, retained aus-
20% of the minimum specified is acceptable. tenite per item 14.2, and other surface microstructures as defined
effective case depth, whichever under items 12.1 through 12.3.
is smaller, along the flank (for
pitting resistance rating)
14.4 Microstructure of the case to a Not specified. Primarily tempered martensite with 10% maximum non--marten-
depth of 0.25 mm or the first Untempered martensite sitic structures, carbide precipitation per item 14.1, retained aus-
20% of the minimum specified is acceptable. tenite per item 14.2, and other surface microstructures as defined
effective case depth, whichever under items 12.1 through 12.3.
is smaller, at the root fillet (for
bending strength rating)
(continued)
Table 7 (concluded)
Item Characteristic1) Grade M1 Grade M2
15 Core microstructure 7), 11) Not specified. Sound metallurgical practice dictates that the core microstruc-
ture requirements are maintained in the tooth area to a depth of
twice the minimum specified effective case depth or 2.5 mm,
whichever is less, below the minimum specified effective case
depth. Microstructure in this zone should be predominantly tem-
pered martensite. This microstructure zone should be free of
blocky ferrite, pearlite, and measurable bainite. Below this zone
the core microstructure should be free of blocky ferrite and be pri-
marily tempered martensite with some acicular ferrite and bainite
permissible.
16 Surface temper etch inspection Not specified. Verification not required. Capable of meeting FB2 as defined in
of ground teeth ANSI/AGMA 2007--C00 is recommended.
17 100% magnetic particle inspec- Inspection to the following limits:
tion of finished teeth, roots and The magnetic particle technique per ASTM E1444 should use the true continuous method,
other machined surfaces 3), 12) wet fluorescent or wet visible, with direct or indirect magnetization, in two directions.
No indications are permitted.
18 100% visual inspection of the Inspection to the following limits:
finished pinion No linear indications, cracks, seams, laps or tears allowed.
19 Shot peening 13) Shot peening per SAE/AMS--S--13165 may be used to increase surface residual compres-
sive stress.
NOTES:
1) Metallurgical requirements assume homogeneous composition. In practice microsegregation and banding occurs in steels. This
microsegregation can produce variations in microstructure and properties that need to be assessed.
2) Intentional additions of calcium or calcium alloys for deoxidation or inclusion and shape control are not permitted unless specifically
approved by the purchaser. The use of lime or fluorspar, or both, in the steelmaking slag is acceptable.
3) In--process ultrasonic and/or magnetic particle inspection of gearing blanks is recommended for large diameter parts to detect flaws
before incurring the expense of further machining.
4) Root hardness may be less than flank hardness, depending on the size of the gear and the quench process.
5) If cold treatment is performed, it is recommended that it be preceded by tempering at 150°C minimum in order to minimize formation
of microcracks. Retempering is required after cold treatment. Cold treatment should not be used to transform large amounts of retained
austenite (e.g., 50%) to gain excessive improvements in hardness, even with prior tempering.
6) See ASTM A370, ASTM E140 or ISO 6336--5, annex C for hardness conversion tables.
7) See AGMA 923--A00, clauses 3 and 4 for discussion of test coupons.
8) Optimum pitting resistance is best achieved at surface carbon levels above the eutectoid carbon for a given alloy chemistry.
9) If excessive, salvage may be possible by processes such as shot peening per item 19 or by grinding, provided the integrity of the
gearing is not compromised.
10) At maximum allowable depths the surface may not be file hard and may not have the expected residual stress profile.
11) Grade requirements for non--metallic inclusions and microstructure characteristics apply only to those portions of the gear material
where the teeth will be located to a depth below the finished tooth tip of at least 1.5 times the tooth height.
12) Indications less than 0.4 mm are not considered.
13) It is recommended that ANSI/AGMA 2004--B89 be reviewed to determine if the benefits of surface residual compressive stress
achieved by shot peening may be beneficial to the particular application. Shot peening of the flanks of gear teeth should be reviewed to
ensure that no detrimental effects are caused to the gearset.
(continued)
Table 8 (continued)
Type A (flank and root hardening) only
Item Characteristic1)
Grade M1 Grade M2
5.1 Material form Forgings per either ASTM A290 or ASTM A291.
Bar stock per ASTM A29, ASTM A304 or ISO 683--1.
5.2 Material reduction ratio At least 3 to 1 for ingot cast.
(wrought only) Continuous cast not applicable.
6 Heat treatment prior to surface Quench and temper.
hardening 480°C minimum temper.
7 Mechanical properties prior to 28 HRC minimum. Other mechanical testing is required only if specified.
surface hardening. See also
item 144), 5)
8 Microstructure prior to surface Not specified. Sound metallurgical practice dictates that the core microstruc-
hardening2) ture requirements are maintained in the tooth area to a depth
twice the minimum specified effective case depth or 2.5 mm,
whichever is less, below the minimum specified effective case
depth. The microstructure in this zone should be predominantly
tempered martensite that is free of blocky ferrite, pearlite, and
measurable bainite observable at 400--600X. Below this zone the
core microstructure should be primarily tempered martensite and
free of blocky ferrite with the following limits:
Controlling section size, mm Non--martensitic
at least less than structures maximum
---- 127 10%
127 ---- Hardness must be obtained
at roots with 482° minimum
temper
9 Ultrasonic inspection3) Certification not required. 100% ultrasonic inspection in two (2) perpendicular directions,
per ASTM A388 is required, and the following limits apply:
-- No indications larger than 50% of the reference back reflec-
tion.
-- No continuous indications over an area larger than twice the
diameter of the search unit, regardless of amplitude.
-- No reflections that produce indications accompanied by a
50% loss of back reflection, not attributable to the geometric
configuration.
For pinions, above UT applies in radial direction, 360 degrees
around, and axially from both ends.
All test surfaces to be machined to a maximum of 6.2 mm surface
finish.
10 Overheating, especially at the Avoid surface temperatures that result in grain growth, incipient melting, or unfavorable resid-
tooth tips and end faces ual stresses. Larger chamfers minimize this problem.
11 Tempering after surface 1 hour minimum at temperature. Furnace temper is required.
hardening
12 Surface hardness in tooth Should meet the following characteristics when using only Rockwell mobile or Equotip hard-
area5) ness testers:
50 HRC minimum 54 HRC minimum
Measurements are to be made on both flanks of a minimum of four teeth located approximate-
ly 90 degrees apart and shall spiral across the pinion face width.
13 Case depth considering subse- Should meet the characteristics of 13.1 and 13.2.
quent stock removal. See also
item 19 5) 6) 7)
13.1 Effective case depth in finished Minimum effective case depth per figure 11.
condition 6) 7)
(continued)
Table 8 (concluded)
Item Characteristic1) Grade M1 Grade M2
Type A (flank and root Type A (flank and root hardening) only
hardening) only
13.2 Minimum effective case depth Not specified. Verification not required. 50% of minimum specified effective
minimum at root radius, or on case at 1/2 tooth height above the root recommended.
representative sample with
same geometry and material as
work piece6)
14 Base hardness after surface 28 HRC minimum.
hardening. See also item 7 4), 5),
6), 7)
15 Case microstructure consider- The first 20% of the case microstructure should be predominantly tempered martensite. The
ing subsequent stock removal microstructure should be free of undissolved pearlite observable at 100X and measurable
disregarding corner effects 6), bainite observable at 400 -- 600X.
7), 8)
The following case microstructure characteristics for each grade must be met.
15.1 Microstructure of case along Primarily fine acicular Primarily fine acicular tempered martensite. Non--martensitic
flank martensite. structures anywhere in the case should not exceed 5%.
15.2 Microstructure at root Primarily fine acicular Primarily fine acicular tempered martensite. Non--martensitic
martensite. structures anywhere in the case should not exceed 10%.
16 Heat affected zone. See also Induction hardening heat treatments have a characteristic heat affected zone that is caused
item 13 6), 7) by the surface heating process. This zone can have lower hardness and different microstruc-
ture than the base material. The case depth specification should be established to avoid gear
failure which might initiate in this zone.
17 Surface temper etch inspection Not specified. Verification not required. Capable of meeting FB2 as defined in
of ground teeth ANSI/AGMA 2007--C00 is recommended.
18 100% magnetic particle inspec- Inspection to the following limits:
tion of finished teeth, roots and The magnetic particle technique per ASTM E1444 should use the true continuous method,
other machined surfaces 3), 9) wet fluorescent or wet visible, with direct or indirect magnetization, in two directions.
No indications are permitted.
19 Visual inspection of the finished Inspection to the following limits:
pinion No linear indications, cracks, seams, laps or tears allowed.
20 Shot peening 10) Shot peening per SAE/AMS--S--13165 may be used to increase surface residual compres-
sive stress.
NOTES:
1) Metallurgical requirements assume homogeneous composition. In practice microsegregation and banding occurs in steels. This
microsegregation can produce variations in microstructure and properties that need to be assessed.
2) Grade requirements for non--metallic inclusion, and microstructure characteristics apply only to those portions of the gear material
where the teeth will be located to a depth below the finished tooth tip of at least 1.5 times the tooth height.
3) In--process ultrasonic and/or magnetic particle inspection of gearing blanks is recommended for large diameter parts to detect flaws
before incurring the expense of further machining.
4) Mechanical properties including core hardness may not be the same after induction as they were before induction.
5) See ASTM A370, ASTM E140 or ISO 6336--5, annex C for hardness conversion tables.
6) See AGMA 923--A00, clauses 3 and 4 for a discussion on test coupons.
7) The hardness pattern, depth, facilities and process method must be established, documented and verified to be repeatable. Pro-
cess equipment and methods must be sufficiently accurate to reproduce the specified results. Excessive case depth can generate
unfavorable residual stress conditions.
8) Microstructure analysis of induction hardened test specimens have shown indications of undissolved pearlite or “ghost pearlite”.
This is especially true with rapid (short) heating cycles. This “ghost pearlite” should not be present.
9) Indications less than 0.4 mm are not considered.
10) It is recommended that ANSI/AGMA 2004--B89 be reviewed to determine if the benefits of surface residual compressive stress
achieved by shot peening may be beneficial to the particular application. Shot peening of the flanks of gear teeth should be reviewed to
ensure that no detrimental effects are caused to the gear set.
Type A
Figure 10 -- Hardening pattern obtainable on pinion teeth with induction hardening
Induction hardened
8.5 −0.86105
12.7
h e = 0.1469 25.4
mn
25.4
Normal module, mn
36.3
50.8
Carburized
−0.86105
84.7
h e = 0.101 25.4
mn
127.0
254.0
0.25 0.51 0.76 1.27 1.78 2.5 5.1 7.6 12.7 17.8 25
Figure 11 -- Minimum effective case depth for carburized and induction hardened pinions, he min
When the gear set is subjected to infrequent (less In these cases of overload, the design should be
than 100 cycles during the design life) momentary checked to make certain that the teeth are not
high overloads approaching yield, the maximum permanently deformed. When yield is the governing
allowable stress is determined by the allowable yield stress, the stress correction factor is considered
properties rather than the bending fatigue strength of ineffective for ductile materials and its effect should
the material. This stress is designated as σs . be removed from the YJ factor calculation. This is
Equation 24 calculates allowable yield strength for illustrated in equation 25.
through hardened steel. A momentary overload can cause an unusual face
σ s = 3.14 H B − 214 (24) load distribution factor that will be influenced by the
gear blank configuration and its bearing support. A
where review of the load distribution factor may be required
in this case.
HB is Brinell hardness of member (pinion or
gear), HB. 14.1 Yield strength for steel pinions and gears
For a case hardened gear, the analysis of allowable The calculation of yield strength must be applied at
yield properties should include a stress calculation the maximum peak load to which the gears are
through a cross section of the material. In lieu of a subjected. Equation 25 uses a limit of 75% of the
allowable yield stress conforming to industry operation. For the purpose of this standard the
practice. number of stress cycles, nL, is defined as the number
of mesh contacts, under load, of the gear tooth being
KH analyzed. AGMA allowable stress numbers are
0.75 σ s ≥ F max (25)
b mt YJ Kf established for 107 unidirectional tooth load cycles at
where 99 percent reliability. The stress cycle factor adjusts
the allowable stress numbers for design lives other
σs is allowable yield strength number, N/mm2; than 107 cycles.
Fmax is maximum peak tangential load, N;
The stress cycle factor accounts for the S--N
mt is transverse metric module, mm; characteristics of the gear material as well as for the
b is net face width of narrowest member, mm; gradual increased tooth stress which may occur from
tooth wear, resulting in increased dynamic effects
KH is load distribution factor; and from shifting load distributions which may occur
YJ is geometry factor for bending strength; during the design life of the gearing.
The calculation of yield strength must be applied at nL is the number of stress cycles;
the maximum peak load to which the gear is
subjected. Equation 27 uses a limit of 75% of the L is life (hours);
allowable yield stress conforming to industry ω is speed (rpm);
practice.
q is number of contacts per revolution. (i.e.,
KH q = number of pinions per gear)
0.75 σ s ≥ F max (27)
b mt YJ
The design life should be set at 219,000 hours (25
The allowable yield stress number for SG iron is
years). This life will provide consistency with
defined as:
previous standards. Other values of design life can
σ s = 1.71 H B − 67.6 (28) be used based on equipment type or contractual
agreement.
5.0
4.0
3.0
Stress cycle factor, ZN
2.0
ZN = 2.466 nL --0.056
Surface hardened
1.1 ZN = 1.8902 nL --0.0395
1.0
0.9
0.8
0.7 Through hardened
ZN = 2.2496 nL --0.0503
0.6
0.5
102 103 104 105 106 107 108 109 1010
Number of load cycles, nL
Figure 12 -- Steel and spheroidal graphitic iron pitting resistance stress cycle factor, ZN
5.0
4.0
3.0
Stress cycle factor, YN
2.0
YN = 2.3194 nL --0.0538
1.0 1.0
0.9 0.9
0.8 0.8
0.7 YN = 1.6831 nL --0.0323 0.7
0.6 0.6
0.5 0.5
102 103 104 105 106 107 108 109 1010
Number of load cycles, nL
Figure 13 -- Steel and spheroidal graphitic iron bending strength stress cycle factor, YN
Annex A
(informative)
New equipment installation and alignment
[The foreword, footnotes and annexes, if any, are provided for informational purposes only and should not be
construed as a part of ANSI/AGMA 6114--A06, Gear Power Rating for Cylindrical Shell and Trunnion Supported
Equipment (Metric Edition).]
may have developed at the root of the gear tooth based on the difference between the operating
profiles. If only backlash readings are used, due to temperatures measured at both ends of the pinion
the wear of the prior installation, the pinion will be set face. The pinion temperature can be measured in
too deep. For this reason, root clearances should operation using an infrared thermometer. Experi-
always be measured prior to removing an old pinion. ence has shown that, on unidirectional equipment, a
The root clearances should be measured at the root temperature differential of 8°C or less between both
of the gear rather than at the root of the pinion, as ends of the pinion teeth is satisfactory for long term
root diameters can vary significantly from one pinion operation. Higher temperature differentials require
to another depending on the tooth manufacturing realignment. Consult manufacturer for additional
method. guidance.
A.4 Alignment For double helical gears, the pinion temperature
Alignment is the adjustment made to the position of differential must be measured and evaluated inde-
the pinion (or the gear or both on single pinion pendently for each helix. If both helixes have
machines) in order to get equal tooth load at both dissimilar temperature differential, the best align-
ends of the tooth face. ment will be a compromise between both helixes.
A.4.2 Dynamic alignment Note that when the initial static alignment is con-
ducted accurately, subsequent adjustments re-
Most pinions have to be realigned after start--up to quired at the pinion are generally small enough for
correct for dynamic effects such as pinion deflection the drive train couplings to stay within their angular
(torsional and bending -- see annex C), deflection of and offset alignment limits. Nevertheless, these
the gear body under radial and thrust load, deflection should always be taken into consideration when
of the mill or kiln, pinion movement due to bearing making corrections to mesh alignment. After final
clearances, thermal deformations, and other dy- adjustment, backlash and tip--to--root clearance of
namic factors having an effect on the alignment. the pinion must be reviewed and recorded.
For equipment of slower speed, such as kilns or
dryers, where the mesh does not generate sufficient A.4.3 Maintaining alignment
heat to obtain a significant temperature differential, Pinion alignment will change with time due to several
the need for realignment is based on visual observa- factors such as bearing wear, tooth wear, significant
tion of the pinion flanks. The use of a marking dye to changes in loading, and foundation movements. It is
paint some teeth before operation can be used as an imperative that pinion alignment be maintained with
aid to evaluate the alignment. time and it should be monitored on a regular basis as
On faster rotating equipment, such as grinding mills, a part of a regular maintenance program. See annex
the need for pinion realignment after start--up is G.
Annex B
(informative)
Drive characteristics -- Multiple pinion drives
[The foreword, footnotes and annexes, if any, are provided for informational purposes only and should not be
construed as a part of ANSI/AGMA 6114--A06, Gear Power Rating for Cylindrical Shell and Trunnion Supported
Equipment (Metric Edition).]
-- in the event of DC motor flash over, the risk of It should be noted that proper pinion to gear
gear and pinion damage exists, which can be alignment is important in all cases. However, it
prevented by addition of clutches set to slip at becomes critical for multiple pinion drives on bi--
150% of motor torque. directional driven equipment.
Annex C
(informative)
Rim thickness/deflection
[The foreword, footnotes and annexes, if any, are provided for informational purposes only and should not be
construed as a part of ANSI/AGMA 6114--A06, Gear Power Rating for Cylindrical Shell and Trunnion Supported
Equipment (Metric Edition).]
Overhang
deflection
Factors to be considered
include:
-- load
-- face width
-- rim thickness
-- stiffener spacing
-- window size
-- number of windows
-- support web thickness
-- material
Deflection Overhang
center deflection
Box width
Factors to be considered
include:
-- load
-- face width
-- rim thickness
-- stiffener spacing
-- window size
-- number of windows
-- box width
-- material
Bending
X1
L1 X2
L2 X3
L3 X4
L4 X5
Torque
Torsional din L5 input
deflection L6
d
Torque Li Load on teeth
input
Annex D
(informative)
Open gearing lubrication
[The foreword, footnotes and annexes, if any, are provided for informational purposes only and should not be
construed as a part of ANSI/AGMA 6114--A06, Gear Power Rating for Cylindrical Shell and Trunnion Supported
Equipment (Metric Edition).]
drives into operation (during the run--in period) there Consult the gear manufacturer before using run--in
is the danger of partially overloading the tooth compounds regarding the impact on any tooth
flanks, which could result in damage (initial pitting, modifications.
local scuffing) that might develop into major damage
D.4 Application methods
during operation. Run--in compounds are intended
to improve surface finish only and not overall quality D.4.1 Intermittent spray
of the gear set.
An intermittent spray system delivers new lubricant
Typically, for gear drives utilizing grease lubrication, at programmed intervals, 1.5 to 25 minutes, depend-
to avoid “initial damage” it is necessary to start out ing on the lubricant. This system can deliver all types
with a running--in lubricant prior to operation under of lubricant. Generally, greases should be applied to
full load. This is essentially a mild chemical etchant, the pinion at intervals from 1.5 to 5 minutes. All other
activated by pressure and temperature, which lubricants should be applied to the gear in intervals
removes asperities. Running--in refers to intention- from 10 to 25 minutes. No interval should exceed 25
ally producing very limited wear at the tooth flanks, minutes. Using an intermediate interval (e.g., 15
and at the same time protects them against adhesion minutes) as a starting point, temperature profiles,
and scuffing to avoid initial damage. Surface contacts, and surface conditions are used as infor-
roughness may be reduced within a short period of mation to adjust future lubricant application. As time
time, and waviness or form errors may be compen- passes, temperature profiles are monitored, the
sated for to achieve better load distribution. tooth surfaces are observed using a strobe light,
and, during shutdowns, the teeth are cleaned and
Consult the gear manufacturer before using run--in
any surface discontinuities on the teeth are evaluat-
compounds regarding the impact on any tooth
ed. All of these are used to evaluate how well the
modifications.
lubricant is working and how its application might be
D.3.1 Worn gear sets adjusted. The gear guard, feed lines and lubricant
may have to be heated to be able to deliver the
In cases where the operational surfaces of a gear set
lubricant.
are damaged regardless of cause, a different
procedure is used. A more aggressive running--in D.4.2 Idler immersion (oiling pinion)
compound can smooth the mating surfaces to
This technique is commonly used on slow speed
increase mating surface area. Given that the
applications such as kilns and dryers. Oils and
operational loads are now borne over a greater area,
compounds are the typical lubricants used in this
stresses are reduced, buying time to learn the cause
technique. The lubricant must be maintained at a
of the damage and then prevent it from recurring.
minimum temperature to avoid channeling of the
This procedure can be used for a short--term
lubricant. One of the advantages of this technique is
extension of gear component life, and to reduce
low system maintenance. The lubricant must be
significant vibrations emanating from the gear mesh.
monitored for debris and water. Debris can cause
High surface variations in the areas of spalls and
damage to the surfaces of the driving and driven
wear steps may need to be reduced by additional
gear, and water can reduce the viscosity in the
mechanical dressing prior to the application of the
lubricant reservoir, rendering the lubricant
run--in compound. It should be noted that this
ineffective.
procedure precludes the future replacement of
individual gear elements. A complete gear set D.4.3 Continuous lubrication
reversal or replacement will eventually have to be
In this case, the lubricant is sprayed or dripped into
installed.
the mesh. It is collected in the bottom of the gear
In the event a new pinion (especially if surface guard, conditioned (filtered), and recirculated to be
hardened) is to be fitted to an old or damaged gear, a used again. The gear guard must have an effective
more aggressive run--in compound may also be seal to keep contamination from the lubricant and to
used. In some cases the damaged gear areas may prevent leakage. Because the flow of the lubricant is
have to be hand dressed. Again, eventually the crucial to the effectiveness of a continuous system,
complete gear set would have to be reversed or the lubricant may have to be heated to ensure
replaced. fluidity.
D.5 Summary and further reading thickness determines the operating regime of the
gear set and has been found to be a useful index of
The quantity of the different types of lubricant to limit
the probability of wear is beyond the scope of this the wear related distress probability. Wellauer and
introductory Annex. Dowson and Toyoda [3] devel- Holloway [4] also found that the specific film
oped an equation for the central EHD film thickness thickness could be correlated with the probability of
that accounts for the exponential increase of the tooth surface distress. Readers are directed to these
lubricant viscosity with pressure, tooth geometry, references. Other data may be found in AGMA
velocity of the gear teeth, elastic properties of the 925--A03 and AGMA 9005--E02, clause 6 and Annex
materials and the transmitted load. The film D.
Annex E
(informative)
Sample problems
[The foreword, footnotes and annexes, if any, are provided for informational purposes only and should not be
construed as a part of ANSI/AGMA 6114--A06, Gear Power Rating for Cylindrical Shell and Trunnion Supported
Equipment (Metric Edition).]
E.1 Purpose
This annex provides several example power rating calculations, using the methods described in ANSI/AGMA
6114--A06.
E.2 Application ball mill single pinion
P = 2800 kw
CSF = 1.500
KSF = 2.25
ω1 = 200 rpm
b = 710 mm
Np = 21
Ng = 295
tR = 68.5 mm
ht = 57.1 mm
HR1 = 55 HRC
HB2 = 245 HBN
Av = 9
βs = 6.800 deg
φn = 25 deg
L = 219000 hours
q = 1
mn = 25.4 mm
x1 = 0
x2 = 0
dO1 = 587.98 mm
dO2 = 7596.9 mm
Modified leads
Bearing supported mill
Steel material grade M2
a = 4041.635 mm
ZE = 190 (N/mm2)0.5
E.2.1 Calculations
Ng
u=
Np
= 14.0476
d w1 = 2 a
u+1
= 537.179 mm
mn
mt =
π
cos 180 β s
= 25.5799 mm
t
mB = R
ht
= 1.2
K Bm = − 1.788 m B + 2.7636 if m B < 1.0
1.0 otherwise
=1
ZI = 0.2683
YJ1 = 0.6058
YJ2 = 0.7044
0.667
12 − 17 − A v −
(11−A v)
10
2
B mill =
4
= 0.6716
C mill = 50 + 56 1 − B mill
= 68.3893
π ω 1 d w1
vt =
60000
= 5.6253 m∕sec
B
mill
C mill + 196.85 v t
K vm =
C mill
= 1.3051
⎡ 1.0
⎤
H B1 = 6.96608 10 −2 + ⎪− 9.6806310−5 − 1.6255210−9H3 + 0.117524⎪
⎣ R1 H R1 ⎦
= 565.1858
H B1
= 2.3069
H B2
H B1
A = 0 if < 1.2
H B2
0.00898 HH B1
B2
− 0.00829 if 1.2 ≤ HH B1
B2
≤ 2.0
0.00967 otherwise
= 0.0097
ZW = 1 + A (u − 1 )
= 1.1262
KHmc = 0.95
KHpm = 1.0
KHe = 0.8
= 825.715 N∕mm 2
σ FP2 = 0.703 HB 2 + 113
= 285.235 N∕mm 2
n L = 60 L ω 1
= 2.628 × 10 9
Z N1 = 1.2942 if n L < 10 4
2.466 n−0.056
L
if 10 4 ≤ n L ≤ 10 7
1.8902 n−0.0395
L
otherwise
= 0.8025
Y N1 = 1.5995 if n L < 10 3
2.3194 n−0.0538
L
if 10 3 ≤ n L ≤ 3 × 10 6
1.6831 n−0.0323
L
otherwise
= 0.8353
ω
n L = 60 L u1 q
= 1.8708 × 10 8
Z N2 = 1.2942 if n L < 10 4
2.466 n−0.056
L
if 10 4 ≤ n L ≤ 10 7
2.2496 n−0.0503
L
otherwise
= 0.863
Y N2 = 1.5995 if n L < 10 3
2.3194 n−0.0538
L
if 10 3 ≤ n L ≤ 3 × 10 6
1.6831 n−0.0323
L
otherwise
= 0.9098
2
P azm1 =
π ω1 b ZI
6 × 10 7 K vm K H
d w1 σ HP1 Z N1
ZE
= 9335
2
P azm2 =
π ω1 b ZI
6 × 10 7 K vm K H
d w1 σ HP2 Z N2 Z W
ZE
= 4450
π ω1 d1 b m t Y J1 σ FP1 Y N1
P aym1 =
6 × 10 7 K vm K H K Bm
= 9521
π ω 1 d w1 b m t Y J2 σ FP2 Y N2
P aym2 =
6 × 10 7 K vm K H K Bm
= 8092
x2 = -- 0.50
dO1 = 508 mm
dO2 = 4902.2 mm
Unmodified leads
Roller supported mill
Steel material grade M2
a = 2654.3 mm
ZE = 190 (N/mm2)0.5
E.3.1 Calculations
Ng
u=
Np
= 11.2941
d w1 = 2 a
u+1
= 431.8 mm
mn
mt =
cos180
π
β s
= 25.4 mm
t
mB = R
ht
= 1.2
K Bm = − 1.788 m B + 2.7636 if m B < 1.0
1.0 otherwise
=1
ZI = 0.1549
YJ1 = 0.4688
YJ2 = 0.3751
0.667
12 − 17 − A v −
(11−A v)
10
2
B mill =
4
= 0.6716
C mill = 50 + 56 1 − B mill
= 68.3893
π ω 1 d w1
vt =
60 000
= 0.407 m∕s
B
mill
C mill + 196.85 v t
K vm =
C mill
= 1.0861
H B1
= 1.3494
H B2
H B1
A = 0 if < 1.2
H B2
0.00898 HH B1
B2
− 0.00829 if 1.2 ≤ HH B1
B2
≤ 1.7
0.00698 otherwise
= 0.0038
ZW = 1 + A (u − 1 )
= 1.0394
KHmc = 1
KHpm = 1.0
KHe = 0.8
= 1.5622
K H = K Hβ
σ HP1 = 2.407 H B1 + 236
= 1109.741 N∕mm 2
σ FP1 = 0.703 H B1 + 113
= 368.189 N∕mm 2
σ HP2 = 2.407 H B2 + 236
= 883.483 N∕mm 2
σ FP2 = 0.703 H B2 + 113
= 302.107 N∕mm 2
n L = 60 L ω 1
= 2.3652 × 10 8
Z Np = 1.2942 if n L < 10 4
2.466 n−0.056
L
if 10 4 ≤ n L ≤ 10 7
2.2496 n−0.0503
L
otherwise
= 0.8529
Y Np = 1.5995 if n L < 10 3
2.3194 n−0.0538
L
if 10 3 ≤ n L ≤ 3 × 10 6
1.6831 n−0.0323
L
otherwise
= 0.9029
ω
n L = 60 L u1 q
= 2.0942 × 10 7
Z Ng = 1.2942 if n L < 10 4
2.466 n−0.056
L
if 10 4 ≤ n L ≤ 10 7
2.2496 n−0.0503
L
otherwise
= 0.9635
Y Ng = 1.5995 if n L < 10 3
2.3194 n−0.0538
L
if 10 3 ≤ n L ≤ 3 × 10 6
1.6831 n−0.0323
L
otherwise
= 0.9764
2
P azm1 =
π ω1 b ZI
6 × 10 K vm K H
7
d w1 σ HP1 Z N1
ZE
= 131
2
P azm2 =
π ω1 b ZI
6 × 10 K vm K H
7
d w1 σ HP2 Z N2 Z W
ZE
= 115
π ω 1 d w1 b m t Y J1 σ FP1 Y N1
P aym1 =
6 × 10 7 K vm K H K Bm
= 313
π ω 1 d w1 b m t Y J2 σ FP2 Y N2
P aym2 =
6 × 10 7 K vm K H K Bm
= 223
P a = min
P azm1 P azm2 P aym1 P aym2
C SF
,
C SF
,
K SF
,
K SF
= 112 kw
E.4 Application ball mill single pinion
P = 2575 kw
CSF = 1.50
KSF = 2.5
ω1 = 153.6 rpm
b = 760 mm
Np = 25
Ng = 234
tR = 68.6 mm
ht = 57.2 mm
HB1 = 350 HB
HB2 = 285 HB
Qv = 10
ψs = 7.5 deg
φn = 25 deg
L = 219000 hours
q = 1
Pnd = 25.4 mm
x1 = 0.2418
x2 = --0.2418
dO1 = 703.565 mm
dO2 = 6033.402 mm
Modified leads
Bearing supported mill
Pinion steel material grade M2
Gear spheroidal graphitic material grade M2
a = 3317.6845 mm
ZE = 184 (N/mm2)0.5
E.4.1 Calculations
Ng
u=
Np
= 9.36
d w1 = 2C
mG + 1
= 640.4796 mm
mn
mt =
cos180
π
β s
= 25.6192 mm
tR
mB =
ht
= 1.2
K Bm = − 1.788 m B + 2.7636 if m B < 1.0
1.0 otherwise
=1
ZI = 0.2646
YJ1 = 0.6362
YJ2 = 0.6513
0.667
12 − Qv −
( Q v−6 )
10
2
B mill =
4
= 0.5875
C mill = 50 + 56 1 − B mill
= 73.1011
π ω 1 d w1
vt =
60000
= 5.1051 m∕s
B
mill
C mill + 196.85 v t
K vm =
C mill
= 1.2367
H B1
= 1.2281
H B2
H B1
A = 0 if < 1.2
H B2
0.00898 HH B1
B2
− 0.00829 if 1.2 ≤ HH B1
B2
≤ 1.7
0.00698 otherwise
= 0.0027
ZW = 1 + A (u − 1 )
= 1.0229
KHmc = 0.95
KHpm = 1.0
KHe = 0.8
K Hma = A + B b + C b 2
= 0.5019
K Hβ = 1.0 + K Hmc K Hpf K Hpm + K Hma K He
= 1.7837
K H = K Hβ
= 1078.45 N∕mm 2
σ FP1 = 0.703 H B1 + 113
= 359.05 N∕mm 2
σ HP2 = 2.26 H B2 + 222.1
= 866 N∕mm 2
σ HP2 = 0.542 H B2 + 87.1
= 241.47 N∕mm 2
n L = 60 L w 1
= 2.0183 × 10 9
Z Np = 1.2942 if n L < 10 4
2.466 n−0.056
L
if 10 4 ≤ n L ≤ 10 7
2.2496 n−0.0503
L
otherwise
= 0.7657
Y Np = 1.5995 if n L < 10 3
2.3194 n−0.0538
L
if 10 3 ≤ n L ≤ 3 × 10 6
1.6831 n−0.0323
L
otherwise
= 0.8425
ω
n L = 60 L u1 q
= 2.1563 × 10 7
Z Ng = 1.2942 if n L < 10 4
2.466 n−0.056
L
if 10 4 ≤ n L ≤ 10 7
2.2496 n−0.0503
L
otherwise
= 0.8569
Y Ng = 1.5995 if n L < 10 3
2.3194 n−0.0538
L
if 10 3 ≤ n L ≤ 3 × 10 6
1.6831 n−0.0323
L
otherwise
= 0.9056
2
P azm1 =
π ω1 b ZI
6 × 10 7 K vm K H
d w1 σ HP1 Z N1
ZE
= 6058
2
P azm2 =
π ω1 b
6 × 10 7 K
ZI
vm K H
d w1 σ HP2 Z N2 Z W
ZE
= 5121
π ω 1 d w1 b m t Y J1 σ FP1 Y N1
P aym1 =
6 × 10 7 K vm K H K Bm
= 8750
π ω 1 d w1 b m t Y J2 σ FP2 Y N2
P aym2 =
6 × 10 7 K vm K H K Bm
= 6478
m t = m n cos 180
π β
s
= 34.2083 mm
t
mB = R
ht
= 1.1172
K Bm = − 1.788 m B + 2.7636 if m B < 1.0
1.0 otherwise
=1
ZI = 0.2742
YJ1 = 0.6132
YJ2 = 0.6863
0.667
12 − Qv −
( Q v−6 )
10
2
B mill =
4
= 0.5875
C mill = 50 + 56 1 − B mill
= 73.1011
π ω 1 d w1
vt =
60000
= 6.1256 m∕s
B
mill
C mill + 196.85 v t
K vm =
C mill
= 1.2565
⎧ 1.0
⎫
H B1 = 6.96608 × 10 −2 + ⎪− 9.68063 × 10−5 − 1.62552 × 10−9 H3 + 0.117524⎪
⎩ R1 H R1 ⎭
= 565.1858
H B1
= 1.7390
H B2
H B1
A = 0 if < 1.2
H B2
0.00898 HH B1
B2
− 0.00829 if 1.2 ≤ HH B1
B2
≤ 2.0
0.00967 otherwise
= 0.0073
ZW = 1 + A (u − 1 )
= 1.1021
KHmc = 0.95
KHpm = 1.0
KHe = 0.8
= 1.8329
K H = K Hβ
= 1018.275 N∕mm 2
σ FP2 = 0.703 H B2 + 113
= 341.475 N∕mm 2
n L = 60 L ω 1
= 2.3652 × 10 9
Z N1 = 1.2942 if n L < 10 4
2.466 n−0.056
L
if 10 4 ≤ n L ≤ 10 7
1.8902 n−0.0395
L
otherwise
= 0.8058
Y N1 = 1.5995 if n L < 10 3
2.3194 n−0.0538
L
if 10 3 ≤ n L ≤ 3 × 10 6
1.6831 n−0.0323
L
otherwise
= 0.8382
ω
n L = 60 L u1 q
= 3.1647 × 10 8
Z N2 = 1.2942 if n L < 10 4
2.466 n−0.056
L
if 10 4 ≤ n L ≤ 10 7
2.2496 n−0.0503
L
otherwise
= 0.8405
Y N2 = 1.5995 if n L < 10 3
2.3194 n−0.0538
L
if 10 3 ≤ n L ≤ 3 × 10 6
1.6831 n−0.0323
L
otherwise
= 0.8944
2
P azm1 =
π ω1 b ZI
6 × 10 7 K vm K H
d w1 σ HP1 Z N1
ZE
= 15022
2
P azm2 =
π ω1 b ZI
6 × 10 7 K vm K H
d w1 σ HP2 Z N2 Z W
ZE
= 9791
π ω 1 d w1 b m t Y J1 σ FP1 Y N1
P aym1 =
6 × 10 7 K vm K H K Bm
= 16655
π ω 1 d w1 b m t Y J2 σ FP2 Y N2
P aym2 =
6 × 10 7 K vm K H K Bm
= 15982
P a = min
P azm1 P azm2 P aym1 P aym2
C SF
,
C SF
,
K SF
,
K SF
= 5595 kw
Annex F
(informative)
Material mechanical properties
[The foreword, footnotes and annexes, if any, are provided for informational purposes only and should not be
construed as a part of ANSI/AGMA 6114--A06, Gear Power Rating for Cylindrical Shell and Trunnion Supported
Equipment (Metric Edition).]
Annex G
(informative)
Operation and maintenance
[The foreword, footnotes and annexes, if any, are provided for informational purposes only and should not be
construed as a part of ANSI/AGMA 6114--A06, Gear Power Rating for Cylindrical Shell and Trunnion Supported
Equipment (Metric Edition).]
If using a bath or reservoir of oil, check the lubricant suppliers. Important issues include: point of applica-
for abrasive dust, water and foreign particles, and tion (prior to mesh or after mesh, and whether to
replace if it is contaminated. It is important to note apply the lubricant on the gear or the pinion), quantity
that all formulas in this standard are based on clean of lubricant, and the frequency of its application.
operating conditions. Always consult with the gear
designer when changing lubricants or lubricant See Annex D for additional lubrication discussions.
Annex H
(informative)
Ausferritic ductile iron (ADI)
[The foreword, footnotes and annexes, if any, are provided for informational purposes only and should not be
construed as a part of ANSI/AGMA 6114--A06, Gear Power Rating for Cylindrical Shell and Trunnion Supported
Equipment (Metric Edition).]
use the stress values for that grade. This shall be their compliance on a production basis. Intermedi-
accomplished by specifically certifying each require- ate values shall not be used since the effect of
ment when specified. It is not the intent of this annex deviations from the quality standards cannot be
that all requirements for quality grades be certified, evaluated easily. Allowable stress numbers are
but that practices and procedures are established for shown in figures H.1 and H.2.
200000
1380
Allowable contact stress number, σHP (N/mm2)
1205
175000 Grade M2
σHP = 2.68 HB + 264
1030
150000 Grade M1
σHP = 2.55 HB + 251
860
125000
275 300 325 350 375
Brinell hardness, HB
Figure H.1 -- Allowable contact stress number for ADI gears, σHP
345
(N/mm2)
Grade M2
σFP = --0.8 HB + 264
Allowable bending stress number, σFP
276
Grade M1
σFP = --0.762 HB + 503
206
138
275 300 325 350 375
Brinell hardness, HB
Figure H.2 -- Allowable bending stress number for ADI gears, σFP
5.0
4.0
3.0
Stress cycle factor, ZN
2.0
ZN = 3.8221 nL --0.0756
ZN = 2.6182 nL --0.0543
1.0
0.9
0.8
0.7
0.6
0.5
102 103 104 105 106 107 108 109 1010
Number of load cycles, nL
5.0
4.0
3.0
YN = 10.9749 nL --0.1606
Stress cycle factor, YN
2.0
YN = 1.0780 nL --0.005
1.0
0.9
0.8
0.7
0.6
0.5
102 103 104 105 106 107 108 109 1010
Number of load cycles, nL
14 Shot peening 10) Shot peening may be used to increase surface residual compressive stres-
ses. See SAE/AMS--S--13165.
NOTES:
1) Metallurgical requirements assume homogenous composition. In practice, microsegregation, graphite deformity and
carbide formation may occur. These variations in microstructure and resulting mechanical properties must be assessed.
2) See ASTM A370, ASTM E140 or ISO 6336--5 annex C for hardness conversion tables.
3) Mechanical properties are defined to mean tensile, yield, elongation and reduction of area.
4) Zone 1 is defined as the volume within the gear blank outside diameter extending to a minimum depth of 25 mm below
the roots of finished gear teeth including the segment joint flanges from the outside diameter to 25 mm below the roots
of the finished gear teeth. Zone 2 is defined as the gear rim and segment joint flange volumes not included in Zone 1
and any other parts of the gear structure that the purchaser and seller consider necessary to examine.
5) Dross is not acceptable unless there is an engineering evaluation performed.
6) In--process ultrasonic and/or magnetic particle inspection of gearing blanks is recommended for large diameter parts
to detect flaws before including the expense of further machining.
7) Removal of defects that exceed the stated limits is acceptable, provided integrity of gear is not compromised.
8) Defects in non--functional areas require engineering disposition.
9) Linear is defined as any indication with length greater than 3 times width.
10) It is recommended that ANSI/AGMA 2004--B89 be reviewed to determine if the benefits of root surface residual com-
pressive stress achieved by shot peening may be beneficial to the particular application. Work hardening is significant
for ADI materials. Machining may cause similar effects to shot peening. Shot peening should be considered for roots
only, since the flanks will obtain some effect just from contact operation.
11) There is typical reduction of 300 ft/sec in sound velocity when measured after ausferritizing.
Annex I
(informative)
Service factors
[The foreword, footnotes and annexes, if any, are provided for informational purposes only and should not be
construed as a part of ANSI/AGMA 6114--A06, Gear Power Rating for Cylindrical Shell and Trunnion Supported
Equipment (Metric Edition).]
I.3.3 Driven equipment and duration of all loads that the gear set will
Service factors are based on the experience of the experience are considered. In dual drive applica-
application. Unbalanced loads, starting require- tions, the inching or maintenance drive is required to
ments, changes of alignment during operation, and produce the same output torque as in main drive
long term reliability all play a role in determining the operation. Since this load is transmitted through one
service factor. side of the gear train, analysis is required to ensure
It is critical to ensure that during the design process, that all components are not stressed beyond design
an understanding of the type, magnitude, direction, limits.
Annex J
(informative)
Method for determination of dynamic factor with AGMA 2000--A88
[The foreword, footnotes and annexes, if any, are provided for informational purposes only and should not be
construed as a part of ANSI/AGMA 6114--A06, Gear Power Rating for Cylindrical Shell and Trunnion Supported
Equipment (Metric Edition).]
1.6
Qv = 6
1.5
Qv = 7
1.4 Qv = 8
Qv = 9
Dynamic factor, Kvm
1.3
Qv = 10
1.2
1.1
1
0 2.5 5.0 7.5 10.0
Pitchline velocity, vt, m/s
The empirical curves of figure J.1 are generated by C mill = 50 + 56 1 − B mill (J.2)
0.667
the following equations for integer values of Qv, such
2
that 6 ≤ Qv ≤ 10. Qv is related to the transmission ( Q v−6 )
12 − Qv −
accuracy grade number. 10
B mill = (J.3)
Qv can be estimated as the appropriate quality 4
number for the expected pitch and profile variations where
in accordance with AGMA 2000--A88. Bmill is exponential accuracy adjustment to Kvm
for open gearing;
The lowest value for Qv based on pitch and profile
should be used for calculating Kvm. Cmill is linear adjustment to Kvm for open gearing.
Values less than Qv = 6 are not allowed. When Qv >
−B
mill 10, use Qv = 10.
C mill
K vm = (J.1) The minimum value of Kvm when using this standard
C mill + 196.85 v t
is 1.02.
Bibliography
The following documents are either referenced in the text of ANSI/AGMA 6114--A06, Gear Power Rating for
Cylindrical Shell and Trunnion Supported Equipment (Metric Edition) or indicated for additional information.
[1] Dolan T.J. and Broghamer E.L., A Photoelastic ANSI/AGMA 2101--D04, Fundamental Rating Fac-
Study of the Stresses in Gear Tooth Fillets, Univer- tors and Calculation Methods for Involute Spur and
sity of Illinois, Engineering Experiment Station, Helical Gear Teeth
Bulletin No. 335, 1942.
ANSI/AGMA 1010--E95, Appearance of Gear Teeth
-- Terminology of Wear and Failure
[2] Drago, R. J., AGMA P229.24, An Improvement
in the Conventional Analysis of Gear Tooth Bending ANSI/AGMA 9005--E02, Industrial Gear Lubrica-
Fatigue Strength, October 1982. tion.
AGMA 2000--A88, Gear Classification and Inspec-
[3] Dowson, D., Toyoda, S., ”A Central Film
tion Handbook -- Tolerances and Measuring Meth-
Thickness Formula for Elastohydrodynamic Line
ods for Unassembled Spur and Helical Gears
Contacts,” 5th Leeds--Lyon Sumposium Proceed-
(Including Metric Equivalents)
ings, paper 11, VII, 1978, pp. 60--65.
ASTM A897, Standard Specification For Austemp-
[4] Wellauer, E., and Holloway, G., ”Application of ered Ductile Iron Castings
EHD Oil Film Theory to Industrial Gear Drives,”
ISO 17804, Founding -- Ausferritic Spheroidal
Trans. ASME, J. Eng. Ind., Vol. 98, Series B, No. 2,
Graphite Cast Irons -- Classification
May 1976, pp. 626--634.
JIS G5503:1995, Austempered Spheroidal Graph-
AGMA 925--A03, Effect of Lubrication on Gear ite Iron Castings.
Surface Distress. Moyer, C., and Bahney, L., “Modifying the Lambda
Ratio to Functional Line Contacts”, STLE Preprint
AGMA 927--A01, Load Distribution Factors – Ana-
No. 89--TC--5A--1, pp. 1--7.
lytical Methods for Cylindrical Gears.
SAE J2477:2004, Automotive Austempered Ductile
(Nodular) Iron Castings (ADI).