Gear Grinding: Software
Gear Grinding: Software
Gear Grinding: Software
2018
GEAR GRINDING
• Optimize your Setup Time
• How to Check Your Nital
Etch ProcesS
SOFTWARE
• Systems for Battling
Gear Noise
The new Samputensili SG 160 SKY GRIND is based The innovative machine structure with two spindles
on a ground-breaking concept that totally eliminates the actuated by linear motors and the use of more channels
need for cutting oils during the grinding of gears. simultaneously ensure a chip-to-chip time of less than
2 seconds.
By means of a skive hobbing tool, the machine
removes 90% of the stock allowance with the first This revolutionary, compact and eco-friendly machine
pass. Subsequently a worm grinding wheel removes will let your production soar and improve your workers’
the remaining stock without causing problems of wellbeing.
overheating the workpiece, therefore resulting in a
completely dry process. Contact us today for more information!
Phone: 847-649-1450
5200 Prairie Stone Pkwy. | Ste. 100 | Hoffman Estates | IL 60192
Visit Us at IMTS at North Hall 236909 and West Hall 432258
www.star-su.com
contents
JUN
®
2018
64
20
features
technical
20 Cutting Down on Setup Time
With increasingly smaller returns from 34 Selecting the Right Tooth Thickness
improving the speed of the actual gear This issue’s Ask the Expert column focuses on AGMA
grinding process, improving your setup time 2002-C16 and explains some of the nuances of the
standard.
has become a primary way to keep improving
efficiency. Here’s the latest on how you can do 36 Predicting Life on Through-Hardened Steel
that today. Rack-and-Pinion for Jacking Applications in the
Offshore Industry
26 Shake, Rattle and Roll Designing and sizing a rack-and-pinion system, per
AGMA and ISO gear calculation.
Software providers examine the dynamic
behavior of gear noise 44 Human Machine Interface (HMI) in Gear
Manufacturing
“Documentation is not a Substitute for an Intuitive
Interface.”
Vol. 35, No. 4 GEAR TECHNOLOGY, The Journal of Gear Manufacturing (ISSN 0743-6858) is published monthly, except in February, April, October and December by Randall Publications LLC, 1840 Jarvis Avenue, Elk Grove
Village, IL 60007, (847) 437-6604. Cover price $7.00 U.S. Periodical postage paid at Arlington Heights, IL, and at additional mailing office (USPS No. 749-290). Randall Publications makes every effort to ensure that the processes
described in GEAR TECHNOLOGY conform to sound engineering practice. Neither the authors nor the publisher can be held responsible for injuries sustained while following the procedures described. Postmaster: Send
address changes to GEAR TECHNOLOGY, The Journal of Gear Manufacturing, 1840 Jarvis Avenue, Elk Grove Village, IL, 60007. Contents copyrighted ©2017 by RANDALL PUBLICATIONS LLC. No part of this publication may
be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage and retrieval system, without permission in writing from the publisher.
Contents of ads are subject to Publisher’s approval. Canadian Agreement No. 40038760.
www.bourn-koch.com
machinesales@bourn-koch.com
815-713-2367
contents
UNITE-A-MATIC™
SHOP HARDENED GEAR INSPECTION
WITH DATA COLLECTION ® Vol. 35, No. 4
departments
SOFTWARE HIGHLIGHTS
• Real Time Data Collection
• Gauge R&R Studies 06 GT Extras
• Gauge Database Management Gear Technology TV, Our Recap of the CTI
Transmission Symposium USA, and the GT Library:
You can only find them online.
REPORTING HIGHLIGHTS
• Analyze Inspection Data 09 Publisher’s Page
• Compare Data and Process Behavior Response Required.
• Customized Reporting
• Real-Time Reporting
10 Product News
New products and technologies from Erwin Junker,
Doosan, GWJ Technology and more
Available up to 15”
Larger custom 57 Subscriptions
builds available
Fill out the form to continue receiving Gear
Technology.
62 Advertiser Index
www.unite-a-matic.com Contact information for companies in this issue.
63 Calendar of Events
June 17–20: PowderMet 2018. San Antonio, TX
June 27–28: DRITEV. Bonn, Germany.
July 30–August 2: CAR Management Briefing
August 7–9: Ipsen
64 Addendum
Setting a Hundred-Year Standard.
NEW
Release
03/2018
KISSsoft Highlights
▪ Strength calculation of asymmetrical gears
▪ Displacement for bevel and hypoid gears
▪ Interface to GEMS® with data exchange JUN
2018
▪ Shaft editor with background drawing
GEAR GRINDING
▪ Calculation of conical compression springs • Optimize your Setup Time
• How to Check Your Nital
KISSsoft AG/Gleason Sales
▪ And many more ... Etch ProcesS
info@KISSsoft.com www.KISSsoft.com
The machine with a new hob head and perfected chip removal is ideal for the supplier business,
especially because of the fast delivery time of approx. three months and high productivity.
Machining workpieces with max. 280 mm diameter and shafts with a length of up to 500 mm
Wet and dry machining possible
Dry machining with stainless steel housing available
Newly developed and optimized hob head for larger tools in diameter and length
Klingelnberg
The Höfler cylindrical gear grinding RANDALL PUBLICATIONS LLC
machine Speed Viper focuses on 1840 JARVIS AVENUE
high-productivity generating ELK GROVE VILLAGE, IL 60007
grinding in large-series manufac- (847) 437-6604
turing. Check out a video on its FAX: (847) 437-6618
features and capabilities here:
EDITORIAL
www.geartechnology.com/videos/ Publisher & Editor-in-Chief
Michael Goldstein
Cylindrical-Gear-Technology-/ publisher@geartechnology.com
Associate Publisher & Managing Editor
Randy Stott
Gear Technology TV wrs@geartechnology.com
Browse our webpage dedicated Senior Editor
Jack McGuinn
to original content prepared by jmcguinn@geartechnology.com
our editors, along with the help of Senior Editor
gear industry experts from around Matthew Jaster
the world. (www.geartechnology.com/tv/) mjaster@geartechnology.com
Associate Editor
Alex Cannella
alex@geartechnology.com
Editor’s Choice: Editorial Consultant
CTI Symposium 2018 Recap Paul R. Goldstein
Technical Editors
Read all about the presentations and William (Bill) Bradley, Robert Errichello,
discussions on the future of the auto- Octave Labath, P.E., John Lange, Joseph
motive industry as well as the latest Mihelick, Charles D. Schultz, P.E., Robert
E. Smith, Mike Tennutti, Frank Uherek
transmission and mobility technology
that took place at the CTI Symposium in DESIGN
Art Director
Novi, Michigan: David Ropinski
dropinski@geartechnology.com
www.powertransmission.com/blog/on-the-road-to-disruptive-technology/
ADVERTISING
Associate Publisher
& Advertising Sales Manager
GT Library: Heat Treating Dave Friedman
dave@geartechnology.com
Browse the GT Library for all the technical, feature, product and industry Materials Coordinator
news articles related to heat treating in the gear industry: Dorothy Fiandaca
dee@randallpublications.com
www.geartechnology.com/subjects/heat+treating/ e-Marketing Specialist
Matthew Stott
matthewstott@geartechnology.com
China Sales Agent
Eric Wu, Eastco Industry Co., Ltd.
Tel: (86)(21) 52305107
Fax: (86)(21) 52305106
Stay Connected Cell: (86) 13817160576
eric.wu@eastcotec.com
Join the Gear Technology
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RANDALL STAFF
President
Michael Goldstein
Connect with us on LinkedIn Accounting
www.linkedin.com/groups/Gear- Luann Harrold
Technology-Magazine-3893880
Subscribe Online
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subscribe.htm
BZ130
Grinding speeds: 80m/sec
Chip to chip time: 2 sec
Double spindle patented design
Integrated loading system
designed for mass production
Compact Footprint (2.4 x 1.9m)
[
HERA ]
The world's only threaded wheel
ZI20A
grinder for internal gears is a
technical triumph: the ZI20A.
Designed for quieter automobiles -
EV, HEV and conventional planetary
Internal Gear
transmissions , it allows customers to
accurately and quickly hard finish
internally toothed ring gears — at
Grinding Machine
significantly lower production costs.
Response
Required
SAY `YES' TO GETTING THE BEST AND LATEST IN GEAR
INDUSTRY TECHNICAL INFORMATION & NEWS
Wenzel America Ltd. | 28700 Beck Rd. | Wixom, MI 48393 | Phone 248-295-8700 | www.wenzelamerica.com
product news
among the same-class machines, they lower turret with 12 tool stations allows 80 tool ATC. Then they added a lower
come standard with Doosan’s famous operators to be even more productive 12 station turret that can offer turning or
ergonomic features that enhance on a single mill turn CNC machine. A milling capability while still utilizing the
operator convenience and efficient static turret is standard, and turret for upper milling head to truly multi task.
maintenance. driven tools is optional, but this lower For more information:
The ST versions include the addition turret isn’t just for tools. Operators can Doosan Machine Tools America
of a lower turret turning/milling func- also drop in workholding equipment like Phone: (973) 618-2500
www.doosanmachinetools.com
tion to the existing left and right spindles steady rests, follow rests, tail stock center
and B-axis milling function. The tur- and two jaw vises.
ret comes on both of the new SMX ST
models: the 10" chuck version (PUMA
The SMX ST series comes with many
features. It starts with a full 5-axis multi- GWJ
SMX2600ST) and 12" chuck version
(PUMA SMX3100ST). The addition of a
tasking turning and milling machine
with a 12,000 rpm milling spindle and Technology
GmbH
INTRODUCES
NEW VERSION OF
SYSTEMMANAGER
SystemManager is an extension to the
web-based calculation software eAs-
sistant (web solution) and TBK.
SystemManager is a true software appli-
cation for complete systems of machine
elements, i.e., the software is a coupled
FE calculation of multishaft systems with
gears as non-linear coupling elements.
The new version provides an alternative
method of importing and automatically
meshing housings and planet carriers.
This offers an even better mesh quality
and allows a meshing of very complex
geometries, for example the geometries
of gearbox housings in automotive appli-
cations are known to be very complex.
The system calculation considers now
rotating 3D elastic parts for the calcula-
tion of eigenfrequencies (e.g., of planet
carriers) using modal reduction.
Coupling connections were added
in addition to the previous connection
types cylindrical gears, planetary gear
trains, bevel gears, worm gears and belts.
It easily allows to consider hydraulic or
electric connections between subsys-
tems. Many small extensions had been
added like splitting or merging shafts in
addition to copy, shift or mirror options.
All bearings types are now drawn with
separated inner and outer rings in 2D
and 3D views.The animations for 3D
mode shapes therefore allow a better
understanding of the movement in the
bearings. Graphics can be frozen inside
the program to allow comparisons and a
copy option using the system clipboard
was added for graphics for quicker trans-
fer into other documents. The default
Internal gear
cutting
External gear
cutting
Deburring
PITTLER PV315
Power Skiving for inner and outer gearings
Integrated tool magazine for complete machining
Single clamping operation for highest precision
CONTACT US:
DVS Technology America Inc.
734-656-2080 sales.america@dvs-technology.com
www.pittler.de l www.dvs-technology.com
product news
Emuge
INTRODUCES SELF-LOCK SYSTEM FOR THREADING TOOLS
Emuge Corp., a manufacturer of high Compared with standard threads, the forgetting the locking device. To gage
performance taps, drills, end mills and Emuge Self-Lock internal thread shows Self-Lock threads, Emuge recommends
other rotary tools, has announced its constant, maximum holding power using its two-piece gage system which
thread making tool quality is available under dynamic stress. Functions remain corresponds to the usual combination of
in a Self-Lock integrated locking system. in good operation even with repeated a go/ no-go gage.
Emuge Self-Lock threading tools offer a loosening and re-tightening of the Emuge Self-Lock Threading Tools work
high quality alternative in thread locking thread connection. This locking effect is with standard external threads (screws)
for vital safety applications in aerospace, caused by the ramp-shaped surface inte- with tolerance class “medium”. Internal
medical, communications, transporta- grated into the thread profile. threads can be produced with Emuge taps,
tion industries and more. Self-Lock technolog y results in cold forming taps or thread mills.
The Emuge thread locking feature is increased threading tool life for For more information:
integrated in the internal thread, and larger thread hole diameters and pro- Emuge Corp.
has a modified profile with a 30 degree vides larger tolerances for thread hole Phone: (800) 323-3013
www.emuge.com
ramp surface in the direction of stress diameters. Also, assembly is easy with
which provides the self-locking effect. In no assembly errors possible such as
an ideal screw connection for high-stress
situations, where there is a standard
external thread in an Emuge Self-Lock
internal thread, the internal thread yields
a self-locking screw connection that can
be used repeatedly.
“The special profile of the Self-Lock
thread allows an even distribution of
stress over the entire thread length and
therefore eliminates slippage,” said Mark
Hatch, product director at Emuge Corp.
“We are pleased to offer such a safety
critical threading solution which results
in no stripping of threads and is cost-
effective because no additional compo-
nents are necessary.”
www.gleason.com/design
N-237000
© Gleason Corporation. All rights reserved.
product news
Mahr
OFFERS OPTIMAR 100 WITH IMAGE PROCESSING
Mahr Inc. recently expanded its Optimar The upgrade kit incorporates a USB makes it possible to create and store test
100, a proven solution for testing dial 3.0 camera for fast image processing, certificates.
and digital indicators, test indicators and and stable daylight-independent LED The easy operation of the Optimar
dial comparators, with image process- illumination along with secure digital 100 with image processing speeds up
ing for the automated testing of mea- identification and reading of digits. The and facilitates the monitoring of the
suring equipment. A new upgrade kit QMSOFT software controls the measur- indicators under test. With the auto-rec-
now makes working with the measuring ing device, evaluates the camera image ognition of the vision system, more test
instrument safer and faster: a camera of the scale or number display of the items and data points can be recorded
automatically records the indicated val- test object, compares the values with the faster than with conventional manual
ues of the test indicators and forwards high accuracy internal reference scale methods. Since this is a completely auto-
them to a software for processing. The and automatically completes the process mated inspection system, the operator
automated procedure saves time and of calibrating the product under test. can be more productive in other opera-
replaces the exhausting and error- The software also tions while the Optimar 100 automati-
prone reading by the operator. cally completes the calibra-
The hardware and software tion process. This makes
add-on package provides a cost- indicator inspection much
efficient way to equip existing more economical.
measuring stations with Optimar For more information:
100 for automated testing. The Mahr Inc.
measuring system, including Phone: (401) 784-3100
www.mahr.com
image processing, is also available
as a complete package under the
name “Precimar Optimar 100 BV.”
All
All The
the Gear Cutting Tools You Will Ever Need are
Are Right Here
DTR is one of the world’s largest producers.
DTR. Your best choice for high quality gear cutting tools.
DTR is a world class supplier of the finest high performance long-life gear
manufacturing tools, for small and large gear cutting applications.
Established in 1976, we are one of the world’s largest producers of cutting
tools, shipping to over 20 countries.
DTR offers a full line of gear cutting tools including:
• Hobs • Chamfering and Deburring Tools
• Carbide Hobs • Broaches
• Shaper Cutters • Master Gears
• Milling Cutters
We can produce virtually any tool you need for auto, aerospace, wind,
mining, construction and other industrial gears.
Best price performance and accuracy with well-known KAPP NILES quality.
KAPP Technologies
2870 Wilderness Place Boulder, CO 80301
kapp-niles.com info@kapp-niles.com (303) 447-1130
product news
Kitagawa NorthTech
ANNOUNCES SUITE OF AUTOMOTIVE WORKHOLDING
SOLUTIONS
Kitagawa NorthTech, Inc., recently NorthTech advanced chucks and custom
announced their suite of automotive fixtures that have been engineered, mod-
industry workholding solutions, which ified and/or customized to solve part
bundles together advanced and cus- specific machining for a myriad of auto-
tom engineered workholding products motive industry applications, includ-
ideally suited for automotive industry ing: camshafts, valves, cylinder pumps
machining applications. The advanced and heads, differential cases, brackets,
workholding series are Kitagawa clutches, covers, holders, gears, hubs,
http://nortonsga.us/xtrimiumgt
feature
modifications. Most notably, the fixtures calls a “one piece oil ring,” which is switch from generating grinding to
can be mounted entirely outside the designed for reducing the time required internal profile-grinding in less than 30
machine, meaning that the tools for the to set up oil pipes and nozzles for your minutes.
next job on the machine can be prepped coolant. The idea is for each nozzle to How does Liebherr accomplish this?
while another job is already running. be mounted on a single ring that can For one, they make sure the process is
Once it’s time for the next job, it only be quickly exchanged during setup. simple and easy. The machines’ internal
takes a handful of unscrewed bolts and a Instead of taking time adjusting your grinding arms can be mounted directly
few quick steps and the next tool’s ready nozzles for a new job while the machine onto the external grinding heads. Like
to go. The way Klingelnberg handles its is forced to stand idle, you can just with some earlier machines we’ve high-
fixtures is just one example of a com- swap out pre-adjusted sets of nozzles on lighted, no hand tools are required
pany-wide focus on another way you can each ring and go. to change out parts like inserts or the
cut down on setup time. Namely... Customers have a few options on how clamping fixture. Dressing tools are
they want to take advantage of the oil easy to switch out thanks to a hydraulic
Do More Outside the Machine rings. Mass manufacturers that only have expanding arbor. A machine mounted
While other companies focus on applica- a machine work on a few different parts jib-crane automatically mounts the
tion-driven solutions or individual steps can have multiple oil rings that they can internal grinding arms and changes
of the process, Klingelnberg has a taken slot in and out as each one is needed. For over grinding wheels. And then there’s
a unique approach to improving setup batch manufacturers working on many Liebherr’s LHGeartec software, which
time. Schalaster categorizes each element small projects, however, Klingelnberg allows the engineer to load any nec-
of the setup process as either external also offers a tool trolley that allows you essary programs for a given project
setup, which can be done outside the to pre-set an oil ring for the next job either at the machine or from an exter-
machine while it’s working on a previ- while the previous one is still running nal server and can lead the technician
ous job, or internal setup, which requires that can then be slotted in when it’s time through the setup process with its HMI.
the machine to stop. It’s not much of for the next workpiece. Samputensili’s SG 160 Sky Grind simi-
a surprise that many of Klingelnberg’s larly utilizes both hobbing tools and a
efforts focus on reducing internal setup Get Multitool Machines grinding wheel in a single machine. The
as much as possible, and they’ve opted Shifting as many steps as possible to be hobbing tool quickly removes most of a
to do so by shifting as much of that labor done outside a machine isn’t the only workpiece’s stock allowance in one pass,
into external setup processes as possible. way you can physically cut down on then a second pass with the grinding
“A decisive issue is to shift as many your setup time. You can always get a wheel finishes the job. In addition, it can
steps as possible from internal setup time machine that combines both external also change workpieces in the same lot
to external setup time,” Schalaster said. and internal grinding, such as Liebherr’s in under two seconds, further reducing
One such solution is what Schalaster LGG 180/280/400 M series, which can downtime by shaving off the margins
of time between each individual work- few other solutions tackling setup time Gleason has developed software that
piece’s manufacture. that we’ve described, these quick change takes the machine through each of these
“The part changing time on the devices are run without requiring any steps on its own in 10 minutes, prepping
Samputensili SG 160 Sky Grind dry hand tools or specialized labor. They’ve it right up until it’s time to start machin-
grinding machine, and its wet grinding also begun to implement those same ing parts.
equivalent G-160, have a very quick part quick change components in grippers. “We have taken all these sub-cycles
change,” David Goodfellow, president of and created a complete new one we call
Star SU, said. “It is important to change Up Your Software the First Part Cycle,” Türich said. “And
the workpiece in the same lot in product Improving and iterating upon a what this First Part Cycle is doing is
in less than two seconds. This requires machine’s software is a pretty com- going through all the steps which are
high speed machine movements and mon method for reducing setup time. necessary after the mechanical work
design changes to realize this important Gleason’s Genesis GX series, for exam- until the first workpiece is being ground
cycle time reduction.” ple, also features software guidance on on the machine. So the machine does
In general, Star SU and its affiliated its screen that will take even unskilled everything automatically.”
companies have specialized in improv- operators through every step of the Similarly, you can opt to have your
ing setup time with servo and hydrau- setup process, telling them exactly what machine remember a job so you don’t
lic quick change actuating devices for they need to do. It reduces mistakes and have to teach it twice in the first place.
hobbing, grinding, shaping, shaving and allows less skilled operators to work Gleason offers software for CNC con-
CNC tool and cutter machines. Like a more quickly, both of which translate to trols that allows their machine to save
less downtime. and remember past settings.
Türich related a common occurrence “You can ask after an hour, after a day,
from when Gleason was showing off after a year,” Gaiser said. “If the customer
their Genesis GX line at open houses comes back to a specific ratio, it’s really
where, after demonstrating the feature, just the push of a button to activate that
visitors would volunteer to try and set data, activate that machine summary,
the machine up following its instructions and you have the same data like you
and, on the spot, were able to do so. used to have whenever you had the job
“They were really impressed with how the last time on the machine.”
easy it was and how fast they could learn The benefit of a repeatable setup is
it by using the software-guided instruc- self-evident: manufacturers can maintain
tions right on the machine,” Türich said. accuracy and, more importantly, repeat-
ability while greatly reducing setup time
Teach Your Machine by skipping any required calibration.
Software can also help improve your “If you don’t have a repeatable setup,
setup time by enabling your machine you will have to redevelop the job
to learn how to do new jobs faster than again…” Gaiser said. “The most prefer-
ever before. able way would be to be as close as pos-
According to Türich, one primary sible to the part geometry where you had
holdup in the setup process is the left off the cutting or grinding process
need to teach a machine new motions. whatever time ago.”
Meshing cycles, initial dressing, adjust-
ing coolant nozzles, calculating the tool Streamline Inspection
position; all of these steps take time Unlike with Gleason’s other solu-
and expertise to properly execute, and tions, Türich stressed that much of the
Class I accuracy
Granite column PGM 165
Thermally compensated
High capacity table bearing
Linear drives
Motorized tailstock
Universal analysis software
Free unlimited software support
“Closed loop” corrections to production machines
Probe changer
Quick change of tooling
PGM 400
Made in USA
Simulation & Testing A Systematic Approach and efficiently while reducing costs and
Testing and simulation play an impor- Beerman said that during the design energy consumption. You can’t focus on
tant part of the process even though phase, a systematic approach asks for one single area to get the best results.
many interviewed believe that this data a definition of macro parameters first The vibration of the entire system comes
is highly subjective and not always (for gears that would be parameters such into play when evaluating noise and per-
guaranteed. as module, number of teeth, pressure formance, according to Schweiger.
“With simulations the number of angle) and then a refinement by applying So how can you best identify and ana-
prototype tests is reduced. So, there is a micro modifications, like lead and pro- lyze noise issues when you may be utiliz-
huge gain in speed and cost reduction, if file modifications for gears. ing different people in different depart-
the number of tests can be minimized,” “Going to the second step too early ments that are responsible for NVH and
Beermann said. “Still, noise is a compli- means blanking out a large field of durability?
cated enough issue, that no simulation potentially much better solutions,” “Those people need to be educated in
can give a 100% guarantee that the pre- Beerman said. “For strength, this is each other’s areas and be provided with
dicted noise behavior is true. This means often not so critical, but for the higher the tools that help them to make sure
that the final step in the development demands on low noise gears this might they do no harm to each other’s aspects
must be a prototype test.” cause insurmountable issues.” of the design,” Platten added. “We must
Simulation is critical to ensure the best At Romax, Platten mentioned the ensure that the processes for model-
noise quality from the start. For too long “Right First Time” as a philosophy for ling and analysis are fast and robustly
noise and vibration has been considered CAE-led design. repeatable.”
as “something you do at the end to make “Nowhere is this more important than
it quiet”. Continuous simulation during in the consideration of noise and vibra- Selecting the Right Tools
all stages of the design allows engineers tion. Design decisions made right at the So, the take away here is that it helps if
to iron out problems before they become start — like tooth numbers and contact the software toolbox is diverse and the
problems. ratios - have the most impact on noise in staff is properly trained to utilize it to
“It is also the main driver in reducing the end while details like micro-geome- examine potential noise issues.
development time and costs by speed- try design that are considered later can KISSsoft, for example, offers public and
ing up design time and reducing pro- only really fine-tune what is already set in individual training about methods on
totyping cycles. It avoids the need for stone. It is therefore critical that consider- how to tackle noise problems with gears.
major remedial noise treatment late in ation of gear noise is considered system- “And we do noise optimizations for
the design when the opportunities for atically from beginning to end,” he said. gears ourselves, using these methods.
significant design changes are limited,” When dealing with gear noise in However, it is important to understand,
Platten said. transmissions, Schweiger believes there that there is not one optimal way to low
Platten continues, “Of course, testing are always tradeoffs. “Areas such as per- noise gears that always works. It is more
still plays a role — we can never elimi- formance, fuel consumption and emis- like an optimization process that might
nate prototyping completely — and in sions, temperature and thermal manage- go through several loops. The important
the electric vehicle world, we need to be ment, packaging, durability and costs part is to understand the mechanisms
sure that the simulations we are doing can be affected.” that generate noise and to know the
actually work by comparing them with It’s essentially a balancing act to get influence of the parameters controlled
real-world noise and vibration tests. the gearbox to run smoothly, quietly by the engineer,” Beermann said.
Once engineers have the confidence pro-
vided by correlation test, then simula-
tion-led design becomes the norm.”
Ultimately the “digital twin” concept is
what Romax is aiming for, where almost
all of the engineering design process
for transmissions and drivelines is test-
free and the prototyping phase becomes
merely a verification exercise. To achieve
this, you need to have engineering
design processes — not just for noise and
vibration — that work across CAE tools,
across departments and even between
different organizations (OEMs and sup-
pliers, for example).
“Our strategy is to concentrate our
efforts as much on streamlining and auto-
mating the process as we do on providing
simulation technology,” Platten added.
Romax follows a "Right First Time" philosophy for CAE-led design, according to Dr. Michael Platten.
LIFT
which support our own contact simula-
tions: OSU Gearlab LDP for helical gears.
Ansol, Gleason CAGE and Klinelnberg
KIMoS for bevel and hypoid gears.
Interfaces to FE tools like MSC Nastran,
Altair Optistruct, Ansys and NX Nastran
for pre- and post-processing of compo-
nents like housings and complex shafts for
dynamic simulation of gear noise
Interfaces to acoustic radiation tools
like LMS Virtual.Lab Acoustics, MSC
Actran and Ansol Coustyx
AVL offers software suites such as AVL
Excite, software for the simulation of
rigid and flexible multi-body dynamics
of powertrains. It is a specialized tool
that calculates the dynamics, strength,
vibration and acoustics of combustion
engines, transmissions and conventional
or electrified powertrains.
AVL Fire is a CFD simulation tool in
the field of combustion analysis. It spe-
cializes in the accurate prediction of all
IC Engine relevant processes includ-
ing injection nozzle flow, fuel injection,
combustion, emission and exhaust gas
aftertreatment. The software also sup- Aerospace is striving to reach new heights. We’re a power
ports the development of electrified in aerospace gear production, with an unparalleled precision
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and find out more about the latest and upcoming technology
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Selecting the Right Tooth Email your question — along with your name,
QUESTION
We are currently revising our gear standards and tolerances, and a few problems
with the new standard AGMA 2002-C16 have arisen. Firstly, the way to calculate
the tooth thickness tolerance seems to need a “manufacturing profile shift
coefficient” that isn’t specified in the standard; neither is another standard
referred to for this coefficient. This tolerance on tooth thickness is needed later
to calculate the span width as well as the pin diameter. Furthermore, there
seems to be no tolerancing on the major and minor diameters of a gear.
www.geartechnology.com/tv/
FORGING
need to be carefully chosen, since the
method selected can affect both the abil-
ity to tightly control the tooth thickness
and manufacturing cost. For example,
for a large gear a chordal tooth thickness
AHEAD
measurement can provide a quick and
inexpensive measurement, but unless the
radius to the outside diameter has been
accurately determined from the datum
surfaces, there will be a considerable
uncertainty in the calculation of func-
tional tooth thickness. Measurement of
pitch on a gear measurement machine
OF THE PACK
will give a direct measurement of func-
tional tooth thickness, but at a high cost.
Double flank measurement can be used
to quickly measure the functional tooth
thickness of all the teeth on a gear, but
generally is only applicable to small gears
produced in high volumes.
The selection of the appropriate range
of tooth thickness is no easier than the
selection of any of the myriad other
choices the designer faces, such as select-
ing the appropriate numbers of teeth, the
module, the helix angle, the face width,
the material and heat treatment and the
elemental or composite tolerances.
Fast.
No Fine Print.
John M. Rinaldo is a retired senior
development engineer (Atlas Copco Comptec), No Premium.
a current member of the AGMA Accuracy
Committee, and U.S. delegate to the ISO At McInnes Rolled Rings, we provide quality
Accuracy Committee. products, shipped fast. And we partner that with
exceptional customer service to forge the perfect
partnership with our customers.
For Related Articles Search
inspection
at www.geartechnology.com
1.877.695.0280 www.McInnesRolledRings.com
Printed with permission of the copyright holder, the American Gear Manufacturers Association, 1001 N. Fairfax Street, Fifth Floor, Alexandria, VA 22314-1587. Statements
presented in this paper are those of the author(s) and may not represent the position or opinion of the American Gear Manufacturers Association.
In comparison, it is significant how is the most important step in the design ISO 6336-2. Comparing the permissible
much higher the permissible root bend- process. It is necessary to be aware of contact stress with the results in Table 5,
ing stress is between pinion and rack. required safety factors from certification we see approximately 1.5 to 3.45 higher
In the previous material section of this bodies as published (Ref. 4) or through contact stress throughout the load spec-
paper, it was pointed out that the rack personal experience. trum. Figure 3 is showing the appropriate
material is almost 30% less durable than ISO 6336 vs. AGMA 2001-D04 contact S-N curve with the load spectrum. Here
the pinion. The higher root bending stress assessment. The calculation was we see the challenge for the gear designer,
strength can be explained with the cal- done similar to the root bending stress i.e. — to find appropriate acceptance cri-
culated notch sensitivity factor YdrelT assessment using (Ref. 5) and (Ref. 3) teria for the high contact stress. Based on
that with 1.6 is adding significantly to the standards. The permissible contact stress the results, this design would fail due to
permissible root bending strength of the for leg operation is specified with σHP_ high contact stress. There are factors in
rack. It should be pointed out that pay- Pinion
= 209.14 ksi (1,442 N/mm2) and σHP_ the ISO standard accounting for a work
ing attention to safety on root bending Rack
= 166.79 ksi (1,150 N/mm2) based on hardening factor Zw that can increase the
permissible contact stress σHP of an appli-
Table 4 Permissible root tooth stress per ISO 6336 cable range of 2% to 16%. If taking best-
Pinion Rack case work hardening factors into account,
Permissible root stress, σFP
[ksi] [N/mm2] [ksi] [N/mm2] it will not meet life acceptance criteria
Static loads 79.77 550 178.97 1234
per gear calculation standard. However,
Combined loads 170.27 1174 230.46 1589
in this application the work hardening
Table 5 — Contact stress results factor will be taken into account with
ISO 6336:2006 Method B AGMA 2001-D04 1.0. If this design has to be submitted to a
σH Sc certification body, how can be these high
[ksi] [N/mm2] [ksi] [N/mm2] contact stresses deemed as acceptable for
Leg operation 280.23 1,932 292.54 2,017 service?
Hull operation 364.08 2,510 380.08 2,621
The contact analyses shown in Figures
Preload operation 414.39 2,857 432.59 2,983
Preload holding 450.70 3,107 470.50 3,244 4 and 5 assume ideal alignment and sur-
Storm holding 509.57 3,513 531.96 3,668 face contact condition. As mentioned in
Test load 551.99 3,806 576.24 3,973 the introduction according to the gear
calculation standards of ISO and AGMA,
this gear set has a limited life prediction
due to high contact stress.
Brinell theory. In 2010 a differ-
ent approach was published by A.N.
Montestruc to evaluate high-contact
stress on rack-and-pinion systems in the
offshore industry (Ref. 6). This theory
is based on the Brinell hardness mate-
rial test method founded by the Swedish
engineer Johan August Brinell in 1900
(Refs. 9–10). The hardness of a given
material is evaluated with a spherical test
object made out of sinter hard metal and
Figure 3 Contact stress for rack-and-pinion. forced into the test material. The plastic
deformation in the test material can be
evaluated while measuring the plastic-
deformed diameter in the test material.
Either the indentation or a table (Ref. 7)
can be used to build the relationship
between impression diameter caused by
the test force to calculate the theoretical
contact stress that is described as “Brinell
stress” by Montestruc and defined in
Equation 1:
F (1)
σBR =
π 2
D
4 i
Brinell stress represents the stress when
the material will start to flow. This theory
Figure 4 Contact stress for pinion. Figure 5 Contact stress for rack.
Numerical Evaluation
FEA will be performed to see how high
the von Mises stress is, and how deep
the von Mises stress penetrates into the
material, as well as whether there is any
other stress factor like shear stress that
contributes significantly to van Mises
stress. Oerlikon Fairfield can perform a
linear FEA analysis using ANSYS R18.1
to evaluate this rack and pinion design.
It is preferred to carry out in the future a
non-linear FEA analysis since experience
is showing that this application operates
in the stress level of plastic deformation.
Root bending stress validation.
To validate the FEA model (Fig. 7) the Figure 7 Root stress at the pinion at severe storm load.
root bending stress on the pinion will
be calculated at severe storm holding.
The result of the root bending stress is
showing a good correlation. The spread
is 5–10% between FEA simulation and
standard calculation.
For Related Articles Search
gear life
at www.geartechnology.com
Figure 8 FEA model principal stress. Figure 9 Storm holding shear stress.
Figure 10 Storm holding contact stress. Figure 11 Storm holding von Mises stress.
Figure 12 Preload operation principal stress. Figure 13 Preload operation shear stress.
Figure 14 Preload operation contact stress. Figure 15 Preload operation von Mises stress.
For this FEA, more attention is payed parallel cylinders (Fig. 16) for materials Conclusion
to the details of stress directions and with a Poisson’s ratio ν = 0.3 (Ref. 14). As pointed out earlier in this presenta-
depth to the surface to get a better feel In Figure 16 we can see a fairly good tion, there is a good correlation between
for what is happening within the mate- correlation between the FEA princi- FEA results and the contact stress theory
rial. For the load cases, storm holding, pal stresses in the x, y, and z direction, for two cylinders for materials with a
and maximum preload operation, the as well as the shear stress. The results Poisson’s ratio of ν = 0.3. The use of the
results are shown of the FEA calculation of the FEA for the von Mises stress are Brinell theory (Ref. 6) is suitable and
in Figures 8–15. And the following details below the theoretical values, but follow appropriate to evaluate rack-and-pinion
are looked into: the same pattern. As expected, the prin- designs. It is the author’s understanding
• Figures 8, 12 — principal stress cipal stresses are high compared to the and supposition that the high-contact
• Figures 9, 13 — shear stress allowable contact stress defined by gear stresses are starting to deform the rack-
• Figures 10, 14 — contact stress standards. and-pinion right away. After a few “run-
• Figures 11, 15 — von Mises stress in” cycles, cold work hardening (Ref. 8) as
Figure 8 illustrates the rack-and-pinion Validation and Testing well as the rack deformation in width and
model, sectioned in the middle of the Since 2003 Oerlikon Fairfield has shipped concave shape will retard wear and defor-
rack to grasp the centered point of con- more than 750 certified gearboxes that are mation significantly. After a few runs
tact. In the FEA model a small crowning equipped with this particular rack-and- the rack-and-pinion contact is no longer
was applied to avoid stress peaks on the pinion. Together this jacking system is on a line of action; it will become more a
end of the rack. It can be assumed that more than 17 lift boats in service. Up to “moving contact area” and a “mesh bal-
this is the highest stressed area that the this writing the rack-and-pinion are work- ance” will take place. It is not unusual
rack will experience through operation ing properly and without any known fail- to see deformation in depth of more
and according to the FEA. ure due to fatigue or high-contact stresses. than 5 mm (0.2 in.) and width of 15 mm
The contact stress calculated with The certification body ABS (American (0.65 in.) on both sides of the rack after
the FEA doesn’t correlate as accurately Bureau of Shipping) has statically tested test load is applied to rack-and-pinion.
with the analytical calculation as with the system gearbox and rack-and-pinion Figures 17–18 show the rack before
root bending stress. However, the lower before issuing product design approval. and after the test load for the ABS certi-
stresses can be reasoned with the area The static test is typically defined by ABS fication process. The deformation is so
of contact in the FEA model compared and performed under the supervision of high that it is visible and could be mea-
to the theoretical line of contact at gear surveying engineers. After this test all sured with a tape measurement.
standard calculation. Furthermore, the parts are subjected to non-destructive Figure 19 (Ref. 11) is showing a rack
FEA calculation has not used any applica- crack detection to verify the soundness from a lift-boat removed due to manda-
tions factors as typically assumed in the of the system. The acceptance criteria are tory leg inspection after more than 10
gear calculation algorithm. simple, i.e. — no cracks are allowed after years of service, according to govern-
In fact, the results are giving a good the test is completed. It can therefore be ment requirements (Ref. 12). Figure 20
scope to explain what is going on in the concluded that the rack-and-pinion sys- (Ref. 11) is showing a rack with proper
rack material and match the Hertzian tem has a substantial service experience lubrication for service. As we can see, the
contact stress distribution theory for two and is well designed for service. rack teeth are visually deformed and far
Figure 17 Test rack prior to test load. Figure 18 Test rack post-test load.
Figure 19 Rack removed from hull. Figure 20 Greased rack for operation.
from an ideal gear mesh — but accept- and loss of vessel could mean on such 7. “Steel Hardness vs. Strength.” www.engineer-
ingtoolbox.com/bhn-brinell-hardness- number-
able for the intended use of lifting and platforms is described (Ref 13). This gives d_1365.html
lowering legs and hull. It can be con- the engineer and certifying bodies a huge 8. Octrue, Dr. Michel, 2016 “Contact Fatigue
cluded that contact stress per gear calcu- responsibility to carefully review their Characterization of Through-Hardened
Steel for Low- Speed Applications — Like
lation up to 456.87 ksi 3150 N/mm2) are work and ensure the design is properly Hoisting” AGMA FTM16, Technical Centre for
still within the range of a good working working in service. Mechanical Industries, p. 12, 2016.
rack for low life cycles 400 ≤ N ≤ 10,000 9. ASTM E10–14. Standard Test Method for Brinell
Hardness of Metallic Materials.
cycles. Simulation technology becomes a References 10. ISO 6506-1:2014. Metallic Materials, Brinell
sophisticated tool to predict material and 1. Miller, Rick. “Designing Very Strong Gear Teeth Hardness Test — Part 1: Test Method.
by Means of High Pressure Angles,” AGMA 11. Pictures courtesy of SEMCO LLC. Marine
mechanical behavior of rack-and-pinion. FTM16, Innovative Drive Solutions LLC, p. 2 2016. Engineering and Construction
In particular, the linear and non-linear 2. ISO 6336-3:2006. Calculation of Load Capacity 12. “United States Coast Guard — Guidance on
FEA can help to understand the con- of Spur and Helical Gears — Part 3: Calculation the Inspection, Repair and Maintenance of
of Tooth Bending Strength. Liftboats/
tact stress and deformation much better. 3. ANSI/AGMA 2101-D04. Fundamental Rating 13. CG – 543 Policy Letter.” www.uscg.mil/hq/cgcvc/
Engineering judgement and experience Factors and Calculation Methods for Involute cvc/policy/policy_letters/543/CG-543_pol07-02.pdf.
are required to determine what can be Spur and Helical Gear Teeth (Metric Edition). 14. Marine Accident Report: NTSB/ MAR — 13/01
4. ABS Mobile Offshore Drilling Units. Part 6, PB2013-106633
acceptable and what’s not. However, to Chapter 1, Section 9 — “Jacking and Associated 15. www.ntsb.gov/investigations/AccidentReports/
this day there exist a lot of jacking vessels Systems” p. 80, 2016. Reports/MAR1301.pdf, p.14.
in the fleet, but there is not the complete 5. ISO 6336-2:2006. Calculation of Load Capacity 16. Ugural, A.C. and S. K. Fenster. Advanced
of Spur and Helical Gears — Part 2: Calculation Mechanics of Materials and Applied Elasticity,
understanding of all factors and behav- of Surface Durability (Pitting) + Corrigendum Fifth Edition, p.163.
ior of the system. It needs more research ISO 6336-2/AC1:2008.
of these particular applications to gain 6. Montestruc, A.N. “Allowable Contact Stresses
in Jacking Gear Units Used in the Offshore
a better understanding as to why con- Industry,” Gear Technology, 2010.
tact stresses of 450 ksi (3102 N/mm2) for
preload operation and 550 ksi (3792 N/
mm2) for test load is working properly in Adrian Nowoisky is currently a senior product engineer at Oerlikon
the industry. For the design engineer the Fairfield, specializing in designing custom gearboxes for various industrial
applications. He also is assigned to analyze and optimize detail gear geometry
main focus should be to satisfy safety on for spur and helical gear sets. He earned his Dipl. Ing. (FH) degree from the
root bending strength for the system. It is Anhalt University of Applied Sciences in Koethen, Germany in 2005. In his
preferred to have a jammed system due to professional experience of more than 12 years, he took part in developing
deformation, rather than an uncontrolled a dual-clutch transmission at ZF Getriebe GmbH;accessory gearboxes for
jet engines with Rolls-Royce Deutschland; and currently jack-up industrial
descent of a lifted hull in open waters. gearboxes. Nowoisky also gained experience in the naval industry as design engineer for
Based on actual events, what a fracture submarine outfitting at the ThyssenKrupp Marine Systems shipyard in Kiel, Germany.
Integrated - Skiving
Drilling
Turning
• High Efficiency Gear Skiving Reduces Work Time up to 1/5 (compared to gear shaping)
• Proprietary Technologies Used
• High Precision Machining of Hardened Gears
• Easy to Control Tooth Profile
• Compact, yet can Machine up to 450mm Diameter Part
Introduction and Cursory Historical Overview there are still some mechanical gear cutting machines in the
(Giving credit where credit is due, the quote contained in this field, they are increasingly being phased out, as very few (if any)
paper’s title is attributed to Kenneth Corless.) mechanical machines are being produced today anywhere in the
Human machine interfaces (HMI) in the gear industry are world. As compared to turning and milling, it did take a bit lon-
continuously influenced by the advances of user interfaces ger for the gear manufacturing industry to fully embrace com-
elsewhere in computing. The ever-friendlier and more intui- puterization, but once it did, it never looked back.
tive interfaces being perpetually enhanced by Google, Microsoft, During most of the 20th century, improvements of gear
Apple, Facebook, and all other technology leaders are influenc- manufacturing machinery were centered on perfecting the art
ing and changing the expectations of the machine users. The of the machine’s mechanical foundation, i.e. — increased rigid-
machine tools makers are becoming more cognizant of this ity; improved accuracy of the axes alignments; introduction of
trend and are making strides to improve their HMIs to meet the mechanisms for reduction — and even elimination of backlash;
changing expectations. introduction of the differential mechanism for cutting heli-
These days gear manufacturing is mostly computerized. While cal gears; and introduction of the rolling bands for precision
gear grinding (Fig. 1) are just some examples. Also, the use of
hydraulics and pneumatics was expanded to support various
machine functionalities.
Machine computerization at the end of 20th century brought
a new wave of profound and non-stop innovations into the
world of gear manufacturing. At the beginning of this com-
puterization process in 1980s and 90s, most of the innovations
were driven by computer hardware, i.e. — more powerful, faster
controls. But eventually, as Microsoft co-founder Paul Allen
said — “Software trumps hardware” — software development
has been playing an increasingly greater role in generating new
advancements.
The 21st century innovations, whether the expansion of
machine functionalities or the elevation of friendliness mak-
ing the machines easier and therefore faster to set up/operate,
are only limited by the imagination of machine users and mak-
ers. Thankfully, many users are not shy about verbalizing their
imagination and are dispensing new challenges to the machine
makers that add fuel to their creative process.
Today, almost anything one can imagine can be mathemati-
cally and logically modeled. If an idea can be modeled, it can be
turned into a computer code to run the machine.
One side of this unrelenting expansion of machine features,
options, and new capabilities is the inevitable expansion of
HMI. However, despite the proliferation of features and options,
the machine should not be more difficult to operate. Users’ high
expectations for an intuitive and friendly HMI are cultivated by
the likes of, as mentioned, Google, Microsoft, Apple, Facebook
and many others, i.e. — the expanded possibilities of an app
should not necessitate a greater difficulty of use.
Figure 6 Typical geometry definition of purchased grinding wheel — the third set of information needed for
wheel dressing process.
How to Design an Intuitive HMI/UI indicate an action is taking place, and whether it was either
Everett McKay, the author of “UI is Communication: How to successful or unsuccessful.
• Forgiveness. If users make a mistake, they need the ability to
Design Intuitive, User-Centered Interfaces by Focusing on Effective
fix or undo the action with ease.
Communication,” says that an intuitive interface should include • Explorability. Users can navigate throughout the UI without fear
an appropriate combination of the following: of penalty or unintended consequences, without getting lost.
• Affordance. The UI provides visual clues that indicate what it
is going to do. Users don’t have to experiment or deduce the Data Entry
interaction. Affordances are based on real-world experiences Data entry is one of the first things the operator needs to do
or standard UI conventions. when starting a new grinding project. A gear grinding machine
• Expectation. The UI delivers expected and predictable results with on-board dressing, on-board inspection, and built-in intel-
with no surprises. User expectations are based on labels, real-
ligence for setup corrections requires a cornucopia of data,
world experiences, or standard UI conventions.
• Efficiency. The UI enables users to perform actions with mini- e.g. — basic gear data; modification data; dressing data; inspec-
mal effort. If the intention is clear, the UI delivers the expected tion data; grinding data; and so on. Below are some of the data
results the first time so that users don’t have to repeat the entry principles that would make it easier and more intuitive for
action (perhaps with variations) to get what they want. the operator.
• Responsiveness. The UI gives clear, immediate feedback to • Minimum data entry. While every grinding project requires
Figure 7 Dressing conditions are the fourth set of information needed for
wheel dressing process. Figure 8 Visual verification of an optimized, initial dressing pass.
Figure 9 Gear teeth with profile modifications. Figure 3 shows an example of the minimum basic gear data
entry; there are only seven data entry fields. All other gear geom-
etry characteristics — with the exception of modifications and
root radius — can be derived from the basic gear data. An operator
should not have to update additional data entry fields, unless the
profile (Fig. 4) or lead modifications (Figs. 11–12) are required.
Figure 15 Profile slope setup adjustment in two steps: symmetric and asymmetric.
On-board gear inspection and evaluation features: One of the most helpful outcomes of the on-board gear
• Profile: total/slope/form/modifications inspection and evaluation is that the system can use the inspec-
• Lead: total/slope/form/modifications tion results to determine all the necessary setup adjustments.
• Index: pitch/spacing/runout This opens up a possibility for either automated or manual setup
• Tooth thickness/DOP/span adjustments of profile, lead, and tooth thickness features.
• Tip and root diameters • One way to make profile slope setup adjustments is to break it
• AGMA/DIN/ISO down into two steps: symmetric and asymmetric adjustments
• Tolerance band/K-chart (Fig. 15). The asymmetric adjustment is achieved by shifting
Additional on-board inspection and evaluation features: the tangential axis (Y-axis) and the symmetric by adjusting
• Auto average stock divisions the center distance (X-axis) between the gear and the dress-
• Axes alignment mapping ing wheel. This can be accomplished in an automatic mode or
• Automated setup adjustments — MTB setup assistant semi-automatic mode when the operator would be selecting
(Yes/No) for including the adjustments.
A modern on-board inspection feature includes most, if not • Lead setup adjustments are conceptually similar to the pro-
all, the inspection and evaluation capabilities of a traditional file (Fig. 16); it is typically broken down into two steps: sym-
gear measuring center. An example of the profile inspection and metric and asymmetric. The asymmetric adjustment (helix)
evaluation is depicted in Figure 14. is achieved by refining the synchronization of table rotation
(C-axis) and axial travel (Z-axis). The symmetric adjustment
Setup Adjustments (taper) is achieved by refining the synchronization of X and
One particularly exciting HMI feature is built-in intelligence for Z axes. The lead crown correction can be combined with
setup corrections. symmetric and asymmetric corrections. Based on the crown
Situational Awareness or
Navigating the Gear Grinding Project explicable and intuitive. With friendlier and more intuitive
An intuitive navigation through the gear grinding project is a HMIs that have default features, minimum data entry require-
very important facet of the HMI. A familiar project tree struc- ment, visual verification, and easier navigation, users are now
ture (used in a wide variety of computer applications) enables empowered with both a more pleasant experience and a setup
the user to easily move through many data screens. A project time reduction.
tree structure also provides consistent means for viewing and The author would like to express his gratitude to John Waxler
editing every single detail on the right pane of the project while for his assistance in preparing the supporting graphics and for con-
seeing the “big picture” of the entire project on the left pane. verting the math models into computer codes.
Grinding project comprises:
• Grinding wheel References:
• Diamond/dressing wheel 1. Gruhn, P., P.E. “Human Machine Interface (HMI),” 2011. www.kirp.chtf.stuba.
• Gear sk/moodle/pluginfile.php/61474/mod_resource/content/2/hmi_rules.pdf.
2. Levey, S. GUI (Graphical User Interface). www.britannica.com/technology/
• Grinding process graphical-user-interface.
• Dressing process 3. McKay, E. “UI is Communication: How to Design Intuitive, User-Centered
• Selected cycles (orientation — aligning of the grinding wheel Interfaces by Focusing on Effective Communication,” Everett McKay. www.
with gear tooth, grinding, inspection, adjustments) uxdesignedge.com/2010/06/intuitive-ui-what-the-heck-is-it.
4. Isaacson, W. “The Innovators: How a Group of Hackers, Geniuses, and Geeks
• Results of inspection Created the Digital Revolution,” 2014.
• Setup adjustments recommendations 5. MAMBU: www.mambu.com/en/intuitive-interface-28. “It is better to adapt
the technology to the user than force the user to adapt to the technol-
Grinding project tree can include familiar navigational fea- ogy.” — Larry Marine.
tures such as: 6. UXDesignEdge Blog, Everet McKay. “(An HMI) is intuitive when users under-
stand its behavior and effect without use of reason, experimentation.” Wiki.
• Collapsing/expanding nodes in the project tree
• Adding/removing/sequencing grinding process items (orien-
tation, dressing, grinding, inspection)
A tree project structure (without the right pane) with some
expanded notes is shown (Fig. 17). The operator may collapse Yefim Kotlyar is the application engineering
or expand each node at will. Figure 18 depicts an example of the manager at Machine Tool Builders (MTB),
responsible for the development of new gear
profile inspection details as viewed by clicking on the project manufacturing and gear metrology technologies. His
tree “profile inspection” node. broad experience in the art of gearing includes the
development of various gear cutting technologies,
Conclusion analytical inspection and evaluation technologies
for gears and hobs, as well as gear system design
Once again, HMI bears the prime responsibility for the opera- and validation. Kotlyar has served on a number of AGMA technical
tor experience and for making the functionality of the machine committees, and he has authored numerous articles on gearing.
Introduction
Surface temper etch inspection (“acid etch” testing) for thermal
damage as a result of hard finishing (typically, grinding) opera-
tions is the most prevalent inspection method in gear manufac-
turing. The acid etch method relies on contrast in color, result-
ing from nitric acid severity of attack on thermally affected areas
vs. those areas that are not thermally affected. There are known
issues with maintaining proper nitric acid baths, HCl baths,
wash baths, and rinse baths. Assurance that an acid etch system
and method is working correctly requires a standard sample.
This paper discusses a unique method of producing a sample
that has a very consistent amount of thermal damage. Multiple
degrees of burn are applied to the sample to ensure that the etch
inspection can detect all levels of potential burn on the piece
parts. The sample can then be reliably used to test an acid etch
system and method to ensure the proper amount of contrast for
threshold levels of thermal damage. The developed sample, with Figure 1 Series of tanks for acid etching in a gear manufacturing
facility.
standardized burns, may be processed through the etch tanks
at frequent intervals (or even simultaneously with piece parts)
to ensure the etch system is able to detect any burn that may be
present on the actual piece parts. The method of producing the
sample is described here, as are methods of quality control using
the standard.
Hardened gears — subsequently hard finished (typically via
hard grinding) — can be subjected to thermal damage known
as “grinder burn.” This undesirable thermal damage occurs if
hard grinding variables are not carefully controlled. The thermal
damage resulting from grinder burn affects near-surface metal-
lurgical properties and can result in reduced gear life or even
premature failures. The harmful effects depend on the degree
of thermal damage present and can include reduced hardness,
increased hardness, harmful change in residual stress state, and
even cracking in more severe cases. Detection of this burn is
critical in any quality control plan for hard ground gears.
Although various methods are utilized to detect grinding burn,
many gear manufacturers continue to utilize one of several variet-
ies of surface temper etch inspection methods (herein called “acid
etching”). Acid etching has been utilized for many years with suc-
cessful implementation in many industries that utilize hard grind-
ing. Other NDE methods are also utilized, such as Barkhausen
noise, which have been beneficial but also difficult to implement
economically and without confident correlation of results. For
this reason acid etching is the most common method.
Several international standards exist for grind burn acid etch-
ing (Refs. 1–2). Exact processes vary, but all generally use some
combination of pre-cleaners, etching acids, rinses, and rust pre- Figure 2 Example of burned gear after going through the acid etch series
ventive steps (Fig. 1) to create a detectable visual contrast on any of tanks; dark areas show “temper-back,” with some visible
cracking.
Printed with permission of the copyright holder, the American Gear Manufacturers Association, 1001 N. Fairfax Street, Fifth Floor, Alexandria, VA 22314-1587. Statements
presented in this paper are those of the author(s) and may not represent the position or opinion of the American Gear Manufacturers Association.
are different ways to make the samples, in terms of the laser heat
treat pattern. The samples may be sectioned into smaller pieces
as desired. Various lasers and settings could be utilized to pro-
duce the sample. For this work, a 4,000W direct diode laser was
utilized (880 nm wavelength, continuous wave).
Once a consistent set of samples has been created, it is ready
to be utilized as a part of the quality control around the acid
etch process. A sample can be processed in a given acid tank as
an audit of etching performance. The sample may be run peri-
odically (i.e., 1×/shift, 1×/4 hours, etc.) or even run side-by-side
with especially critical piece parts. Samples may also be cleaned
and re-used multiple times. Re-use frequency is dependent on
Figure 3 Drawing showing dimensions of the round plate that is
carburized, hardened, and lightly ground and then laser heat etch cycle specifics (concentration, immersion time), but re-use
treated. of samples up to 20 times has been observed. While cleaning via
abrasive pad between etching runs was used for these studies,
any cleaning method that minimizes stock removal and returns
the part to a shiny, pre-etching appearance is acceptable. After
too many etching cycles, the more aggressive acid attack in the
burned areas eventually creates observable pitting on the sur-
face of the sample, at which point it should be discarded and
replaced. Pictures may also be kept of etching performance of
the test sample from each etching cycle as an additional record
of process performance.
Both Type I errors (α-Risk, Producer Risk) and Type II errors
(β-risk, Consumer Risk) can occur with grind burn etching
processes if variables are not closely controlled. The test sam-
ples can help to avoid either type of error but are particularly
effective in avoiding Type II errors. In a scenario without use
of the sample, the etch tank could be completely ineffective in
detecting burn, and be unknown to the inspector. In this case,
the inspector could unknowingly release burned parts to a cus-
Figure 4 Non-martensitic transformation products at the surface of tomer. Using the described ‘standard’ samples now allows the
the plate after carburize and harden. Removal by grinding
is necessary to keep steady temper-back color effects. inspector to be sure that the tank performance is adequate to
The grinding must be done carefully so there is no thermal detect the necessary ranges of burn severity.
damage. The samples are also particularly useful to assess potential
changes to the acid etch procedure. Changes to chemical types,
suppliers, or concentrations are sometimes necessary or desired,
and there may be questions about the process remaining effec-
tive or equivalent to the previous procedure. These samples pro-
vide a method for judging the effectiveness and equivalence of
these changes.
Conclusions / Summary
• A standard sample was created to standardize and “master”
the performance of a given etch tank and process.
• The sample ensures that differing levels of thermal damage
can be detected by using laser heat treatment to create areas of
re-hardening, heavy tempering, and light tempering — all on
the same sample piece.
• A single standard sample piece can be reused multiple times.
Figure 5 The standard sample as it appears after a good acid etch. • The sample is effective for use in daily quality control or in
evaluating potential acid etch procedure changes.
References
For Related Articles Search 1. ISO 14014. , 2009, “Acid Etch Testing,” ISO Std. 1596–992, 2009.
2. AMS 2649. “Acid Etch Testing,” AMS Std., 2010.
nital etch
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AGMA/ABMA
ANNUAL MEETING HIGHLIGHTS
More than 300 executives gathered in late April to connect and engineer, gear engineer-
network with peers at the 2018 AGMA/ABMA Annual Meeting in ing and development.
Naples, Florida. Here are some of the highlights during the event: From there he moved
to American Axle and
Lifetime Achievement Award Manufacturing and then
The American Gear Manufacturers Association (AGMA) pre- to his current position at
sented David Goodfellow, president of Star SU, with the Meritor.
AGMA Lifetime Achievement award. This award is presented “Jack is a great example
to someone who has of what this award repre-
demonstrated dedication sents,” said James Bregi,
and leadership for the chairman of the AGMA
advancement of the gear Board of Directors. “His
industr y and AGMA, dedication to the gear
exemplif ied sup erior industry and leadership
vision and exceptional throughout the years to
knowledge that has been AGMA is something we
shared with colleagues all hope to strive for.”
and achieved admiration Masseth is an active member on the Vehicle Gearing
and respect of peers. Committee, Gear Efficiency Committee, the Gear Accuracy
“David has gone above Committee and the Emerging Technology Committee. Jack
and beyond for the gear was also instrumental in helping AGMA begin the Strategic
industry and has been a Resource Network or SRN. This group has played an important
true leader to all of us in manufacturing,” said James Bregi, part in attracting new leaders to AGMA.
chairman of the AGMA Board of Directors. “He has generously
given his time and resources to help in the advancement of Next Generation Award
AGMA and its members.” The American Gear Manufacturers Association (AGMA) pre-
Goodfellow began his career in gears after serving in the U.S. sented Maeve McGoff, sales and marketing coordinator at
Army and attending Syracuse University. He was eventually Cincinnati Gearing Systems, with the AGMA Next Generation
named president of American Pfauter in 1981. Most notably, award. This award is
Goodfelllow was instrumental in the introduction of the wafer presented to some-
hob concept and the advancement of high-speed gear hobbing one who, while early
while with American Pfauter and Pfauter Maag Cutting Tools. in their career, is an
“David’s name is synonymous with expertise and leader- emerging contributor,
ship in our industry worldwide,” Jeff Lawton of Star Cutter innovator and leader
Company noted in his nomination. “For nearly 50 years, David in the gear industry.
has impacted those around him as a colleague and mentor and A Next Generation
most importantly, as a leader.” award recipient dem-
Goodfellow was part of the visionary leaders in the cre- onstrates hard work
ation of the Gear Expo tradeshow. Additionally, he has been and acts as a role
an ambassador to the international companies assisting in model for others while
the transition of AGMA to becoming a global leader for gear h av i ng a p o s it ive
manufacturers. impact on AGMA.
McGoff has seven
Chairman’s Award ye ars in t he ge ar
The American Gear Manufacturers Association (AGMA) pre- industry and has excelled in bringing a strong online presence
sented Jack Masseth of Meritor, Inc., with the AGMA to her company through re-branding, graphic design and video.
Chairman’s award. This award is presented to a recipient that Her energy and determination to bring innovation to manufac-
has contributed greatly to the gear industry and has gone above turing has been demonstrated through her active role in attend-
and beyond the call of duty to support innovation and advance- ing AGMA events and working to deliver value in modern plat-
ment through AGMA. forms through social media and digital marketing.
Masseth graduated from Rochester Institute of Technology in “Her advertising and promotional methods not only informs
Mechanical Engineering and began his career at The Gleason and delivers value in a factual sense, they are also creative and
Works. After 13 years of applications engineering he moved appealing for a common consumer,” explained Patrick Potter,
to Dana in Fort Wayne, Indiana and work for 14 years as chief director of sales with Cincinnati Gearing Systems. “Maeve has
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20th century French automobile to Bordeaux and back, before the hobby
company Panhard and Levassor ultimately claimed his life in 1897 in a fatal
were always unconventional. racing accident. Panhard, the other mind
Sometimes, their deviations from the norm of the pair, would pass on, as well, a decade
didn’t quite pan out. For example, one car, later.
the Panhard and Levassor Dynamic, fea- The company’s innovations didn’t stop
tured the driver seat in the middle of the car, after its two founders had passed, however.
with passengers on either side, for a few years Most notably, they eventually developed the
before the design was scrapped as awkward and “Panhard rod,” an early suspension rod that you
impractical. can still find on some cars today.
But while Panhard and Levassor’s innovations But here again, Panhard and Levassor the com-
sometimes ended in a few evolutionary dead ends, pany continued to put out less well-known innova-
some also resulted in a lot of the automotive industry’s first big tions for transmission systems. It was never anything huge or
steps that are still standard practice today. flashy, but fundamental steps forward towards what we com-
They were the first to start mounting the engine on the front monly recognize today as a modern transmission. Enclosed
of the car. Before the turn of the 20th century, when automo- gearboxes in 1895. Quadrant changing four-speed transmis-
biles were more still mostly motor buggies, the engine was often sions in 1903. Gated manual shifts in 1910. The list goes on,
mounted behind the driver’s seat. Levassor, the designer of the and certainly isn’t limited to just transmission technology.
duo the company was named after, had been frustrated by previ- After WWII, Levassor’s name was eventually dropped from
ous, unsuccessful automotive designs that followed in the com- the company title, and Panhard continued making cars until
mon rear-engine tradition of the day. So instead, he mounted a 1967. The company’s glory days as a trendsetter well behind
Daimler-patented 1.2 liter V-twin engine to the front of the car it, it was absorbed by Citroën and has been bouncing around
and connected it to a rear-wheel drive to work, a setup known as since until it most recently ended up in the hands of Renault
the Système Panhard. Even if you don’t know it by name, you’re Trucks Defense, part of the Volvo Group.
no doubt familiar with it. After all, a lot of modern cars have Ironically, the trends the company set have outlasted the
been built on its basic principles. company itself, and will continue to do so long into the future.
Panhard and Levassor’s Système Panhard might be the com- But that’s no reason to forget the names of both the company
pany’s most well-known concept, remembered for the many and the inventors that created the foundation for the modern
firsts it brought to automobile design that have become ubiq- automobile: Panhard and Levassor.
uitous today. But the Système Panhard also contained a world
first that is of particular interest to us gear folk.
Levassor replaced the then-traditional belt drives
with the world’s first ever manual transmission
and clutch on an automobile.
It was just a simple three-speed sliding gear trans-
mission that could never hold a candle to anything
on the market today. But the Système Panhard’s
transmission was the dominant design up until
1928, when Cadillac innovated upon it with the
synchromesh transmission, and conceptually, it
remains the embryonic foundation for many of the
basic principles for most transmissions we build
today.
Within a decade, the Système Panhard had been
adopted by most major car manufacturers, includ-
ing Daimler themselves, as well as their main
competitor at the time, Benz. Levassor himself
went on to popularize his system’s design by driv-
ing his own cars on several cross country races,
most notably winning a 730-mile race from Paris
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