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1 AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 1 How To Read and Interpret A Gear Inspection Report AGMA Webinar Copyrighted 2016 William M. McVea, Ph.D., P.E. President and Principal Engineer KBE + , Inc. AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 2 The Three Parts of Gears The Form The Tooth The Teeth AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 3 The Three Parts of Gears The Form

The Three Parts of Gears - Cloud Object Storage | … · –Profile (tooth form tip to root) –Lead ... • Measure of Gear Tooth Profile ... is the angular error or the deviation

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AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 1

How To Read and InterpretA Gear Inspection Report

AGMA WebinarCopyrighted 2016

William M. McVea, Ph.D., P.E.President and Principal Engineer

KBE+, Inc.

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 2

The Three Parts of Gears

• The Form

• The Tooth

• The Teeth

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 3

The Three Parts of Gears

• The Form

2

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 4

The Three Parts of Gears

• The Form

• The Tooth

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 5

The Three Parts of Gears

• The Form

• The Tooth

• The Teeth

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 6

Definition of an Involute

3

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 7

Base Circle

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 8

Involute Helicoid

• Paper Cut as Parallelogram Shape

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 9

Involute Helicoid

2pr

H

Cylinder

Axis

4

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 10

Involute Helicoid

• Paper Cut as Parallelogram Shape

• Wrapped Around Base Cylinder

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 11

Involute

Helicoid

H

r

l

Helix

Helix

Tangent

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 12

Involute Helicoid

• Paper Cut as Parallelogram Shape

• Wrapped Around Base Cylinder

• Unwrapped as to Generate Involute

• Paper Edge Defines Involute Helicoid

5

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 13

Involute Helicoid

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 14

Involute

Helicoid Involute

Curves

rb

r

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 15

So What Are We Trying To Do Here

• Determine the amount of deviation from

a perfect gear tooth form, both;

– Profile (tooth form tip to root)

– Lead (tooth face one end to the other)

• Compare ‘actual’ form to required form

as defined by standard;

– AGMA

– ISO

– Etc.

6

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 16

Line of Action and Transmission Error

Point of Contact Between Driver and Driven As They Roll Through Mesh

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 17

Issues Caused By TE

• This ‘off-axis’ motion causes vibration

as it tries to accelerate / decelerate the load

• This manifests itself as;

– Vibration, which becomes ‘noise’

– Parasitic losses / inefficiencies

– This ‘lost energy’ goes into the lubricant and structure as heat

– And finally it is one of the main sources of wear

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 18

Polling Question #1

• What causes transmission error?

– A. Tooth form (profile) deviations

– B. Lead variations

– C. Surface finish (worse than required by quality standards)

– D. Lubricant failure (oxidation, debris entrainment, etc.)

– E. All of the above

7

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 19

Involute Measurement

• Measure of Gear Tooth Profile

• Rolling Gear on Base Circle

• Produces Contact Traces of Profile

• Relation Between Roll Angle / Profile

• Variations in Tooth Geometry

– Deviations from Straight Line on Chart

• Run Out / Gear Wobble Effect Trace

• Measure at Several Axial Positions

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 20

Involute Chart

0o 6

o 12o

18o

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 21

Involute

Chart

8

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 22

Red Liner

• Double Flank Tester

• Master Gear

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 23

Red LinerSchematic of Gear Rolling Device

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 24

Red Liner

• Double Flank Tester

• Master Gear

• Motion of Center of Test Gear

– Recorded (Trace)

– During Roll with Master

9

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 25

Red LinerTypical Chart

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 26

Red Liner

• Double Flank Tester

• Master Gear

• Motion of Center of Test Gear

– Recorded (Trace)

– During Roll with Master

• Measures Variation of Test Gear

– Composite Test & Master Gear Error

– Master Variation Assumed to be Negligible

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 27

Red Liner Data

• Total Composite Error

10

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 28

Red LinerTypical Chart

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 29

Red Liner Data

• Total Composite Error

• Tooth to Tooth Composite Error

• Tooth to Tooth Error

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 30

Red LinerTypical Chart

11

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 31

Red Liner Data

• Total Composite Error

• Tooth to Tooth Composite Error

• Tooth to Tooth Error

• Run-out

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 32

Red LinerTypical Chart

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 33

Red Liner Limitations

• Test Run with Zero Backlash

– Not at Operating Pitch Diameter

• Test Run with No-Load

• Both Flanks are Engaged

• Can Not Differentiate Between

– Involute Errors

– Lead Errors

– Profile Modification Errors

– Combination of Errors

12

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 34

Single Flank Gear Tester

• Measures Similar Parameters

– With Backlash

– On Operating Pitch Diameters

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 35

Single Flank Gear Tester

Schematic

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 36

Single Flank Gear Tester

• Measures Similar Parameters

– With Backlash

– On Operating Pitch Diameters

• Measures Transmission Error

• More Accurate Representation of Error

13

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 37

Polling Question #2

• Which measurement system predicts a more

accurate representation of ‘real-world’ operation?

– A. Red-liner (Double flank tester)

– B. Single flank

– C. No difference between the two

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 38

CMM: Coordinate Measurement Machine

GMM: Gear Measurement Machine

• Index Variation

• Lead Variation

• Involute Variation

• Topological Plots

• Generates Surface of Actual Tooth Form

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 39

Charts: Profile Inspection

14

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 40

Charts: Profile Inspection

• Profile inspection is a view of the tooth from root to tip

(or tip to root)

• A straight vertical line indicates a prefect involute

– As defined and ‘old school’ measure by the profile check

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 41

Profile Chart: General Information

Which part of the chart you are reviewing

Client data

Remarks specific to the job (i.e. orientation)

Inspection machine / system used

Inspection operator

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 42

Profile Chart: General Information

Job specific data (i.e. gear tooth profile, etc.)

15

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 43

Profile Chart: General Information

Type of measure profile (i.e. external or internal)

Units of measure

Type and size of probe used

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 44

Profile Chart: General Information

Diametral position of probe (referenced to tooth diameter)

Ratio between horizontal and vertical measurements

Axial grid measure (linear / chordal measure across tooth)

Chart magnification factor

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 45

Profile Chart: General Information

Side of tooth being inspected

16

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 46

Profile Chart: Tooth Height

Root to Tip

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 47

Profile Chart: Active Profile

Start of Active Profile (SAP) to

End of Active Profile (EAP)

OR;

Length / Area of Tooth of Interest

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 48

Profile Chart: Measured / Inspected Teeth

Specific teeth designated for identification purposes

Either specifically designated by the client

Or selected equally spaced (typically) around the shaft

17

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 49

Profile Chart: Measured / Inspected Quantities

Measurement Results:

Fa is the composite error of both angular and form deviations

ffa is the form error or essentially the waviness of the line

fHa is the angular error or the deviation of the assumed straight line from vertical

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 50

Profile Chart: Deviation from True Involute

Measurement Results:

ffa is the form error or essentially the waviness of the line

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 51

Profile Chart: Deviation from True Involute

Measurement Results:

ffa is the form error or essentially the waviness of the line

18

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 52

Profile Chart: Deviation from True Involute

Measurement Results:

ffa is the form error or essentially the waviness of the line

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 53

Profile Chart: Deviation from Tooth Form Position

Measurement Results:

fHa is the angular error or the deviation of the assumed straight line from vertical

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 54

Profile Chart: Deviation from Tooth Form Position

Measurement Results:

fHa is the angular error or the deviation of the assumed straight line from vertical

19

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 55

Profile Chart: Composite View of Total Error

Measurement Results:

Fa is the composite error of both angular and form deviations

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 56

Profile Chart: Composite View of Total Error

Measurement Results:

Fa is the composite error of both angular and form deviations

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 57

Profile Chart: Results Relative to Quality Number

20

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 58

Polling Question #3

• This is an extension question; meaning, we did not

specifically cover it in the preceding material, but let’s

expand our thinking a bit . . .

• What is the ‘non-measured’ attribute that also must

be taken into consideration and can be seen on the

previous charts?

– A. Waviness

– B. Tooth spacing (relative position of one tooth to the next)

– C. Consistency (or lack thereof) in error / deviation

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 59

Lead on a Helical Gear

Note: Spur gear is the degenerate

form of a helical gear, with a

helix angle of: 0.00°

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 60

Charts: Lead Check

21

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 61

Lead Chart: General Information

Diametral position of probe (referenced to top of tooth)

Ratio between horizontal and vertical measurements

Axial grid measure (linear / chordal measure across tooth)

Chart magnification factor

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 62

Lead Chart: General Information

Side of tooth being inspected

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 63

Lead Chart: Tooth Height

Root to Tip

22

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 64

Lead Chart: Active Profile

Length of tooth face to be inspected

Or of interest

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 65

Lead Chart: Measured / Inspected Quantities

Measurement Results:

FB is the composite error of both lead curvature and form deviations

ffB is the form error or essentially the waviness of the line

fHB is the lead curvature error or the deviation of the assumed straight line from vertical

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 66

Lead Chart: Deviation from True Lead

Measurement Results:

ffB is the form error or essentially the waviness of the line

23

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 67

Lead Chart: Deviation from True Lead

Measurement Results:

ffB is the form error or essentially the waviness of the line

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 68

Lead Chart: Deviation from True Lead

Measurement Results:

ffB is the form error or essentially the waviness of the line

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 69

Lead Chart: Deviation or Curvature of Lead

Measurement Results:

fHB is the lead curvature error or the deviation of the assumed straight line from vertical

24

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 70

Lead Chart: Deviation or Curvature of Lead

Measurement Results:

fHB is the lead curvature error or the deviation of the assumed straight line from vertical

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 71

Lead Chart: Composite View of Total Error

Measurement Results:

FB is the composite error of both lead curvature and form deviations

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 72

Lead Chart: Composite View of Total Error

Measurement Results:

FB is the composite error of both lead curvature and form deviations

25

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 73

Lead Chart: Results Relative to Quality Number

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 74

Charts: Pitch Inspection

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 75

Pitch Chart: General Information

Scale used on chart

26

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 76

Pitch Chart: General Information

Side of tooth being inspected

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 77

Pitch Chart: Measured / Inspected Quantities

Measurement Results:

fp is the composite tooth to tooth spacing error

fu is the single highest deviation of pitch spacing

fup is the individual tooth to tooth spacing error

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 78

Charts: Run-Out Inspection

27

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 79

Run-Out Chart: General Information

Scale and side of tooth being measured (right)

Scale and side of tooth being measured (left)

Scale and composite measurement of tooth

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 80

Charts: Run-Out Inspection

Perfect Circles

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 81

Charts: Run-Out Inspection

Representation of Composite

28

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 82

Reference List

1. “Gear Handbook” by Darle W. Dudley. First Edition, McGraw-Hill, Inc. 1962.

2. “Dudley’s Gear Handbook, Second Edition” by Dennis P. Townsend. McGraw-Hill, Inc. 1992. (ISBN: 0-07-017903-4)

3. “Spur Gears” by Earle Buckingham. First Edition, McGraw-Hill, Inc. 1928.

4. “Handbook of Practical Gear Design” by Darle W. Dudley. First Edition, Technomic Publication,

Inc. 1994. (ISBN: 1-56676-218-9)

5. “A Treatise of Gear Wheels” by George B. Grant. Twenty-First Edition, Philadelphia GEAR

Works Inc. 1899. Reprinted 1980.

6. “Gear Geometry and Applied Theory” by Faydor Litvin. First Ed, Prentice-Hall, Inc. 1994.(ISBN: 0-13-211095-4)

7. “The Internal Gear”, by The Fellows Corporation. Seventh Ed, Fellows Corporation. 1978.

8. “Encyclopedic Dictionary of Gears and Gearing” by D.W. South and R.H. Ewert. McGraw-Hill,

Inc., New York, New York. 1994. (ISBN: 0-07-059795-0)

9. “MAAG Gear Book” by MAAG Gear Company Ltd. 1990.

10. “Gleason Fachworter” by The Gleason Works. Alfred Wentzky & Co. 1967.

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 83

Reference List

11. “Mechanical Engineers Reference Handbook” by Edward H. Smith. Twelfth Edition, Society of

Automotive Engineers, Inc. 1994. (ISBN: 1-56091-450-5)

12. “Machinery’s Handbook” by Erik Oberg, Franklin Jones, and Holbrook Horton. Twenty-third

Edition, Industrial Press, Inc. 1914. Revised 1989. (ISBN: 0-8311-1200-X)

13. “Engineering Unit Conversions” by Micheal Lindeburg. Professional Publications, Inc. 1988.

(ISBN: 0-932276-89-X)

14. “Mechanics of Materials” by E. P. Popov. Second Edition, Prentice-Hall, Inc. 1976.

15. “Formulas for Stress and Strain” by Raymond Roark and Warren Young. Fifth Edition,

McGraw-Hill, Inc. 1975. (ISBN: 0-07-053031-9)

16. “Mechanical Engineering Design” by Joseph Shigley. Third Edition, McGraw-Hill, Inc. 1977.(ISBN: 0-07-056881-2)

17. “Mechanical Designs and Systems Handbook”, by Harold Rothbart. Second Edition, McGraw-

Hill Inc. 1985. (ISBN: 0-07-054020-9)

18. “Mark’s Standard Handbook for Mechanical Engineers ” by Eugene Avallone and Theodore

Baumeister. McGraw-Hill Inc. 1978. (ISBN:0-07-004127-X)

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 84

Reference List

19. “Rules of Thumb for Mechanical Engineers” by J. Edward Pope. Gulf Publishing Company.

1997.

20. “Mechanisms and Mechanical Devices Sourcebook” by Nicholas Chironis and Neil Sclater.

Second Edition, McGraw-Hill, Inc. 1996. (ISBN: 0-07-011256-4)

21. “Stress Concentration Factors” by R. E. Peterson. John Wiley and Sons, Inc. 1974.

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AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 85

Reference List – URL Information 1. http://www.flying-pig.co.uk/mechanisms/pages/crank.htm

2. http://www.arrowgear.com/products/zerol_bevel_gears.htm

3. http://en.wikipedia.org/wiki/Spiral_bevel_gear

4. http://materialhandling.globalspec.com/LearnMore/Motion_Controls/Power_Transmission/Gears/

Worms_Worm_Gears

5. http://www.mekanizmalar.com/worm_gear.shtml

6. http://www.flying-pig.co.uk/mechanisms/pages/worm.html

7. http://en.wikipedia.org/wiki/Hypoid_Gear

8. http://en.wikipedia.org/wiki/Involute_gear

9. http://upload.wikimedia.org/wikipedia/commons/c/c2/Involute_wheel.gif

10. http://www.qtcgears.com/Q410/QTC/Q410P342.htm

11. http://www.gears-manufacturers.com/cycloidal-gears.html

12. http://www.csparks.com/watchmaking/CycloidalGears/index.jhtml

13. http://www.youtube.com/watch?v=UayBAHJQE_k

14. http://upload.wikimedia.org/wikipedia/commons/a/a0/CycloidAnim04.gif

AGMA Webinar: How To Read and Interpret A Gear Inspection Report: Slide 86

Reference List – URL Information 15. http://www.engineeringletters.com/issues_v15/issue_1/EL_15_1_4.pdf

16. http://www.zakgear.com/WN.html

17. http://www.gearsolutionsonline.com/article/detail/5393/title/william-crosher-tooth-tips

18. http://gltrs.grc.nasa.gov/reports/2007/TM-2007-215032.pdf

19. http://upload.wikimedia.org/wikipedia/commons/c/c2/Involute_wheel.gif

20. http://upload.wikimedia.org/wikipedia/commons/4/4e/Hertz_contact_animated.gif

21. http://www.toolingu.com/definition-560100-25038-helical-gear.html

22. http://www.rushgears.com/Gear_Types/helicalGears.php

23. http://en.wikipedia.org/wiki/Face_gear

24. http://www.gears-manufacturers.com/face-gear.html