Lubricant selection for gear designers

Guide for gear designers, consisting of theory, calculations, charts, curves and references, explains lubrication requirements for gears to insure maximum performance. Mechanical and service variables are considered in order to obtain optimum gear performance under severe operating conditions

Lubrication and cooling for high speed gears

The problems and failures occurring with the operation of high speed gears are discussed. The gearing losses associated with high speed gearing such as tooth mesh friction, bearing friction, churning, and windage are discussed with various ways shown to help reduce these losses and thereby improve efficiency. Several different methods of oil jet lubrication for high speed gearing are given such as into mesh, out of mesh, and radial jet lubrication. The experiments and analytical results for the various methods of oil jet lubrication are shown with the strengths and weaknesses of each method discussed. The analytical and experimental results of gear lubrication and cooling at various test conditions are presented. These results show the very definite need of improved methods of gear cooling at high speed and high load conditions

Surface fatigue life and failure characteristics of EX-53, CBS 1000M, and AISI 9310 gear materials

Spur gear endurance tests and rolling-element surface fatigue tests are conducted to investigate EX-53 and CBS 1000M steels for use as advanced application gear materials, to determine their endurance characteristics, and to compare the results with the standard AISI 9310 gear material. The gear pitch diameter is 8.89 cm (3.50 in). Gear test conditions are an oil inlet temperature of 320 K (116 F), an oil outlet temperature of 350 K (170 F), a maximum Hertz stress of 1.71 GPa (248 ksi), and a speed of 10,000 rpm. Bench-type rolling-element fatigue tests are conducted at ambient temperature with a bar specimen speed of 12,500 rpm and a maximum Hertz stress of 4.83 GPa (700 ksi). The EX-53 test gears have a surface fatigue life of twice that of the AISI 9310 spur gears. The CBS 1000M test gears have a surface fatigue life of more than twice that of the AISI 9310 spur gears. However, the CBS 1000M gears experience a 30-percent tooth fracture failure which limits its use as a gear material. The rolling-contact fatigue lines of RC bar specimens of EX-53 and ASISI 9310 are approximately equal. However, the CBS 1000M RC specimens have a surface fatigue life of about 50 percent that of the AISI 9310

Elastohydrodynamic principles applied to the design of helicopter components

Elastohydrodynamic principles affecting the lubrication of transmission components are presented and discussed. Surface temperature of the transmission bearings and gears affect elastohydrodynamic film thickness. Traction forces and sliding as well as the inlet temperature determine surface temperatures. High contact ratio gears cause increased sliding and may run at higher surface temperatures. Component life is a function of the ratio of elastohydrodynamic film thickness to composite surface roughness. Lubricant starvation reduces elastrohydrodynamic film thickness and increases surface temperatures. Methods are presented which allow for the application of elastohydrodynamic principles to transmission design in order to increase system life and reliability

Study of lubricant jet flow phenomena in spur gears: Out of mesh condition

The penetration depth onto the tooth flank of a jet of oil at different velocities pointed at the pitch line on the outgoing side of mesh was determined. The analysis determines the impingement depth for both the gear and the pinion. It includes the cases for speed increasers and decreasers as well as for one to one gear ratio. In some cases the jet will strike the loaded side of the teeth, and in others it will strike the unloaded side of the teeth. In nearly all cases the top land will be cooled regardless of the penetration depth, and postimpingement oil spray will usually provide adequate amounts of oil for lubrication but is marginal or inadequate for cooling

Endurance and failure characteristics of modified Vasco X-2, CBS 600 and AISI 9310 spur gears

Gear endurance tests and rolling-element fatigue tests were conducted to compare the performance of spur gears made from AISI 9310, CBS 600 and modified Vasco X-2 and to compare the pitting fatigue lives of these three materials. Gears manufactured from CBS 600 exhibited lives longer than those manufactured from AISI 9310. However, rolling-element fatigue tests resulted in statistically equivalent lives. Modified Vasco X-2 exhibited statistically equivalent lives to AISI 9310. CBS 600 and modified Vasco X-2 gears exhibited the potential of tooth fracture occurring at a tooth surface fatigue pit. Case carburization of all gear surfaces for the modified Vasco X-2 gears results in fracture at the tips of the gears

Study of Lubricant Jet Flow Phenomena in Spur Gears: Out of Mesh Condition

Oil jet lubrication on the disengaging side of a gear mesh was analyzed. Results of the analysis were computerized and used to determine the oil jet impingement depth for several gear ratios and oil jet to pitch line velocity ratios. A gear test rig using high speed photography was used to experimentally determine the oil jet impingement depth on the disengaging side of mesh. Impingement depth reached a maximum at gear ratio near 1.5 where chopping by the leading gear tooth limited impingement depth. The pinion impingement depth is zero above a gear ratio of 1.172 for a jet velocity to pitch time velocity ration of 1.0 and is similar for other velocity ratios. The impingement depth for gear and pinion are equal and approximately one half the maximum at a gear ration of 7.0

Into Mesh Lubrication of Spur Gears with Arbitrary Offset Oil Jet. 2: for Jet Velocities Equal to or Greater than Great Velocity

An analysis was conducted for into mesh oil jet lubrication with an arbitrary offset and inclination angle from the pitch point for the case where the oil jet velocity is equal to or greater than gear pitch line velocity. Equations were developed for minimum and maximum oil jet impingement depth. The analysis also included the minimum oil jet velocity required to impinge on the gear or pinion and the optimum oil jet velocity required to obtain the best lubrication condition of maximum impingement depth and gear cooling. It was shown that the optimum oil jet velocity for best lubrication and cooling is when the oil jet velocity equals the gear pitch line velocity. When the oil jet velocity is slightly greater than the pitch line velocity the loaded side of the driven gear and the unloaded side of the pinion receive the best lubrication and cooling with slightly less impingement depth. As the jet velocity becomes much greater than the pitch line velocity the impingement depth is considerably reduced and may completely miss the pinion

Into Mesh Lubrication of Spur Gears with Arbitrary Offset Oil Jet. I: For Jet Velocity Less than or Equal to Gear Velocity

An analysis was conducted for into mesh oil jet lubrication with an arbitrary offset and inclination angle from the pitch point for the case where the oil jet velocity is equal to or less than pitch line velocity. The analysis includes the case for the oil jet offset from the pitch point in the direction of the pinion and where the oil jet is inclined to intersect the common pitch point. Equations were developed for the minimum oil jet velocity required to impinge on the pinion or gear and the optimum oil jet velocity to obtain the maximum impingement depth

Comparisons of modified Vasco X-2 and AISI 9310 gear steels

Endurance tests were conducted with four groups of spur gears manufactured from three heats of consumable electrode vacuum melted (CVM) modified Vasco X-2. Endurance tests were also conducted with gears manufactured from CVM AISI 9310. Bench type rolling element fatigue tests were conducted with both materials. Hardness measurements were made to 811 K. There was no statistically significant life difference between the two materials. Life differences between the different heats of modified Vasco X-2 can be attributed to heat treat variation and resultant hardness. Carburization of gear flanks only can eliminate tooth fracture as a primary failure mode for modified Vasco X-2. However, a tooth surface fatigue spall can act as a nucleus of a tooth fracture failure for the modified Vasco X-2