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Back-to-Back Gear Testing
Jishan Zhang
Design Unit, Newcastle University
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Typical Gear Failure Modes
• Pitting (macropitting)
• Micropitting
• Case crushing
• Bending
• Scuffing
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Typical Failure Modes
Macropitting & micropitting
Micropitting
Macropits
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Typical Failure Modes
Micropitting • Grey or glitter in
appearance by naked
eyes
• Small in size (5 ~ 10 µm
in length)
• Shallow, the depth is
between 5 µm - 20 µm
• Orienting against the
direction of tractive
force
• occurs in the dedendum, or addendum, or
both but seldom at the pitch line
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Typical Failure Modes
Macropitting
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Typical Failure Modes
Case Crushing
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Typical Failure Modes
Bending
Fatigue
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Typical Failure Modes
Scuffing
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Capacity of DU Gear Test Rig
Gear test rig is capable of generating all typical gear
failure modes and showing gear general
performance:
• Contact fatigue
(macropitting, micropitting and case crushing)
• Bending fatigue
• Scuffing
• Noise and vibration
• Contact pattern
• Efficiency
• Others
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Purpose of Gear Testing
Gear test rig is mainly used for:
1. Contact fatigue S-N
curve determination
2. Gear performance
verification and
comparison
Variables
• macro-geometry
• micro-geometry
• material
• heat treatment
• surface treatment
• manufacturing process
• surface engineering
• lubrication oil
• oil temperature
• nozzle position
•…
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Generating Gear S-N Curve
How to set load levels
• Maximum Packing (5 load levels, at least 5 data points each load level)
• Standard Packing (12 – 16 data points)
• Minimum Packing (7 – 10 data points)
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Gear Performance Verification and
Comparison
1. Accelerated test
Higher than designed load is usually used in order to
generate results in a reasonable time, 20% increase in
contact stress is common. However, be aware that the failure
mode may change if the load is too high.
2. Refer to the widely recognised test
procedures or standards:
• Micropitting test
FVA information sheet, July 1993
• Scuffing test
Chinese national standard GB/T13672-1992
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Back-to-back Gear Test Rig
75mm CENTRE DISTANCE TEST RIG
• 4 test rigs installed
• Centre Distance: 75mm Speed : 0 - 6000rpm
• Gear Ratio : 1.5:1 Max. Torque : 400N
• Facewidth : 10 & 15mm Max. Power at 6000rpm: 250kW
• Module : 1 to 4mm Drive Motor : 5.5kW
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Back-to-back Gear Test Rig
91.5mm CENTRE DISTANCE TEST RIG
2 test rigs installed, one being manufactured
• Centre Distance: 91.5mm Speed: 0 to 6000rpm
• Gear Ratio : 1:1 to1.5:1 Max. Torque: 1400N
• Facewidth : 25mm Max. Power: 880kW
• Module : 2 to 6mm Drive Motor: 30kW
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Back-to-back Gear Test Rig
160mm CENTRE DISTANCE
TEST RIG
3 Spur/Helical and 1 Spur
Gear test rig installed.
• Centre Distance: 160mm
• Gear Ratio: 1:1
• Facewidth: 38mm
• Module: 4 to 10mm
• Speed: 0 - 4500rpm
• Max. Torque: 6000N
• Max. Power : 2800kW
• Drive Motor : 75kW
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Test Methodology
Back-to-back gear test rig:
• Configuration 1: One slave gearbox + one test gearbox
• Configuration 2: Two test gearboxes
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Test Methodology
How to set motor rotation speed?
• Higher than designed gear speed (accelerated test); or
• Close to real application, equal pitch line speed
• Avoid the resonance zone of the rig
• To be economic, around 50 Hz motor speed
• Be aware of the different rotation speed between
pinion and wheel
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Test Methodology
• Torque direction determines which gear flank is to be
loaded. For example, A direction: left flank; B direction:
right flank
• The combination of motor rotation and torque direction
determines which gear is driving which gear is driven
How to set motor rotation direction and torque
direction?
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Test Methodology
How to set oil temperature?
• Set to higher than designed oil temperature to
accelerate the test, or
• Set it close to real application
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Test Methodology
How to set oil flow rate?
• 12 litter/minute/MW by default
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Test Methodology
Differences Between Two test gearboxes:
• Driving or Driven
• Speed increasing or speed reducing
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Test Methodology
How many data points can be obtained in
one test?
• One test gearbox: one data
• Two test gearboxes: two data
Note:
• Normally testing one gear set (pinion and wheel) in one flank
generates one data point
• Slave gears are needed if one set of gear fails first
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Test Methodology
How many data points can be obtained in
one pair of gear?
• Maximum 2 (1 for left flank; 1 for right flank)
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Inspection Techniques
Before Test
• Metrology (profile, lead and pitch), 4 teeth, 3 locations
• Surface roughness, 4 teeth, 3 locations
• Gear tapered bore dimensional measurement
• Hardness profile
• Residual stress profile
• Micro-structure
• Grinding burn/defects
Before mounting gears on the rig, the following
items should be checked:
• Backlash
• Contact pattern
After mounting gears on the rig, the following items
should be checked:
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Inspection Techniques
During Test
Test rig needs to be stopped at regular intervals in order to
carry out the following inspections:
• Taking photos
• Taking replicas
• Microscopic check on replicas
• On-site surface roughness measurement
• Profile check by taking gears off
• Gear flank temperature measurement
• Sketching gear surface condition
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Inspection Techniques
Example - Sketching gear surface condition
775Nm
(925MPa)
1100Nm
(1097MPa)
2275Nm
(1473MPa)
4400Nm
(1924MPa)
Pinion Wheel
Progression of micropitting
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Inspection Techniques
After Test
• Sectioning and sampling
• Microscopic studies
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Inspection Techniques
Example – sectioning and sampling
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Inspection Techniques
Example – microscopic studies
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Failure Criteria
Macropitting
Case hardened gears:
• 4 % in one flank or 1% in all flanks
• run out: 1×108 at pinion
Through-hardened gears:
• 2 % in all flanks
• run out: 5×107 at pinion
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Failure Criteria
Micropitting
Micropitting is found to be progressive and profile
deviation is more than 20μm in either pinion or wheel
Run out cycles: ≥ 5×107 at pinion
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Failure Criteria
Scuffing
Moderate scuffing, total width of scuffing is more than
one tooth width of the pinion
Initial scuffing Severe scuffingModerate scuffing
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Back-to-Back Gear Testing
Any Questions ?
Jishan Zhang
Design Unit, Newcastle University
Typical Gear Failure Modes
Typical Failure Modes
Typical Failure Modes
Typical Failure Modes
Typical Failure Modes
Typical Failure Modes
Typical Failure Modes
Capacity of DU Gear Test Rig
Purpose of Gear Testing
Generating Gear S-N Curve
Gear Performance Verification and Comparison
Test Methodology
Test Methodology
Test Methodology
Test Methodology
Test Methodology
Test Methodology
Test Methodology
Test Methodology
Inspection Techniques
Inspection Techniques
Inspection Techniques
Inspection Techniques
Inspection Techniques
Inspection Techniques
Failure Criteria
Failure Criteria
Failure Criteria
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