<p>The purpose of this thesis was to study the influence of manufacturing variations on gear performance. The manufacturing variations inherent in different manufacturing methods were studied to include the effect of real surfaces. Real surfaces have surface irregularities at least on some scale, which can significantly influence how loads are transmitted at the gear contact. To some extent, the lubricant design can help to prevent contact that could lead to tooth failures by forming a protective surface boundary layer. An experimental study was used to consider the compositions of these layers with a surface analysis method.</p><p>In Paper <strong>A</strong> a robust design approach was used to find out to what extent the current standard for calculation of surface durability treats manufacturing variations and the choice of lubricant. The results show that the simplest calculation method used is not enough to predict the effect of these on surface durability. Additionally, the standard quality levels are poorly incorporated in the standard calculating procedures for surface durability, and the quality of the gear tooth is restricted to include only a few parameters.</p><p>In Paper <strong>B</strong> a pin-on-disc machine was used to evaluate the tribofilm formation by the additives and the corresponding wear occurring in the boundary lubrication regime in environmentally adapted lubricants. Studies of the additive and base fluid interaction were carried out using glow discharge-optical emission spectroscopy. It was found that the chemically reacted surface boundary layers played an important role in terms of wear. More specifically, the oxide layer thickness had significant influence on wear. The findings also demonstrate the complexity of lubrication design formulations coupled to these layers. For example, it was found that the pre-existing surface boundary layer (before any lubricant had been added) played an important role in allowing the lubricant to react properly with the surfaces.</p><p>The aim of Paper <strong>C</strong> was to contribute to the knowledge of how different surface topographies, tied to manufacturing methods, influence the early life contact conditions in gears. Topographical measurements of differently manufactured tooth flanks were used as data input to a contact analysis program. The variation in surface topography inherent in the manufacturing method was found to have a strong influence on the contact area ratio.</p>

The purpose of this thesis was to study the influence of manufacturing variations on gear performance. The manufacturing variations inherent in different manufacturing methods were studied to include the effect of real surfaces. Real surfaces have surface irregularities at least on some scale, which can significantly influence how loads are transmitted at the gear contact. To some extent, the lubricant design can help to prevent contact that could lead to tooth failures by forming a protective surface boundary layer. An experimental study was used to consider the compositions of these layers with a surface analysis method. In Paper A a robust design approach was used to find out to what extent the current standard for calculation of surface durability treats manufacturing variations and the choice of lubricant. The results show that the simplest calculation method used is not enough to predict the effect of these on surface durability. Additionally, the standard quality levels are poorly incorporated in the standard calculating procedures for surface durability, and the quality of the gear tooth is restricted to include only a few parameters. In Paper B a pin-on-disc machine was used to evaluate the tribofilm formation by the additives and the corresponding wear occurring in the boundary lubrication regime in environmentally adapted lubricants. Studies of the additive and base fluid interaction were carried out using glow discharge-optical emission spectroscopy. It was found that the chemically reacted surface boundary layers played an important role in terms of wear. More specifically, the oxide layer thickness had significant influence on wear. The findings also demonstrate the complexity of lubrication design formulations coupled to these layers. For example, it was found that the pre-existing surface boundary layer (before any lubricant had been added) played an important role in allowing the lubricant to react properly with the surfaces. The aim of Paper C was to contribute to the knowledge of how different surface topographies, tied to manufacturing methods, influence the early life contact conditions in gears. Topographical measurements of differently manufactured tooth flanks were used as data input to a contact analysis program. The variation in surface topography inherent in the manufacturing method was found to have a strong influence on the contact area ratio.

The correct tribological design will have a considerable effect on a gear’s service life and efficiency. The purpose of this thesis is to clarify the impact of variation in the gear tooth flank tribological system on the gear contact load capacity – to increase the understanding of how surface topography and lubricant interact. In this thesis the variation in surface topography inherent in the manufacturing method has been shown, by experimental work and computer simulations, to be an important factor for the contact condition in the early life of gears. Surface analysis revealed that the formation and composition of surface boundary layers depends strongly on the chemical composition of the lubricant, but also on pre-existing surface boundary layers. Additionally, surface boundary layers play a major role in frictional behaviour, wear and in allowing the lubricant to react properly with the surfaces. Paper A presents the current ISO 6336 calculation of surface durability. A robust design approach was used to investigate the extent to which the current standard for calculation of surface durability allows for manufacturing variations and the choice of lubricant. Paper B investigates the extent to which a logarithmical profile modification can increase gear contact pressure robustness compared to traditional lead profiles for gears. Paper C compares different gear manufacturing methods and their as-manufactured (fresh unworn) surface topographies, using measured surface topographies as input to a contact simulation program. Paper D examines surface boundary layer formation and the corresponding wear in relation to different anti-wear additives in an environmentally adapted base oil. Papers E and F make use of specimens with surface topographies imitating two gear manufacturing methods (grinding and superfinishing) to be used in a twin-disc and barrel-on-disc machine respectively. The contacts are analysed by friction measurements and simulations combined with methods for surface analysis. / <p>QC 20120925</p>

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Hypoid gears have been used extensively in automobiles, aerospace, marine and other applications for decades. The special advantages of hypoid gears come with inherent contact complexities of varying curvature and sliding in both profile and lengthwise direction. Spalling failure is catastrophic and needs to be addressed with deeper roots in gear design. Analytical methods present several limitations. Iterative development from experimentation is expensive and time consuming with different nonlinear parameters difficult to interpret. This thesis aims to develop a method to calculate contact fatigue life for initiation of spalling using finite element methods. Experiments have played a major role in understanding the causal factors for failure, determining the fatigue life and to study the major system design parameters. A failure analysis of the fractured flank is performed. It clarified the design causal factors for failure and the mechanism of failure. Pinion being the vulnerable part is the focus of this thesis, a finite element model was developed on ANSOL HFM and the residual stresses were superposed on MSC Marc. A finite element fatigue analysis is performed on FEMFAT and the component fatigue life is determined. The calculated fatigue life is compared with physical testing results using Weibull statistical analysis in combination with probabilistic bearing life models to formulate emphatical correlation methods. The goal of this thesis is to establish a method to estimate fatigue life by taking up example of computing subsurface fatigue life of a hypoid pinion. The influence factors like the method of contact analysis, different types of residual stresses due to case hardening and shot peening, fatigue criteria, friction, material properties are studied in this thesis to develop a conscience for the methodology to computing contact fatigue life. The bulk material properties based on hardness represented fatigue properties more accurately. Scaled normal stress in critical plane fatigue criteria was found more suitable for contact analysis with pre-stresses and multi-axial non-proportional contact stress state on FEMFAT. Finite element based contact analysis method was found to be more suitable for subsurface fatigue life estimation despite the inherent advantages of the hybrid surface integral method and its accurate representation of friction. It was found that inclusion of friction in model did not change the fatigue life significantly, showing that the influence of hardness, surface topographies lubrication and contact temperature on shear stresses are too large to be neglected. Contact fatigue life increased by a factor of 4.4 times due to shot peening of gears in comparison with case hardening indicating the influence of residual stresses. For the estimation of fatigue life at the initiation of failure, a complete correlation with the fatigue test results could not be achieved and reasons for deviations were clearly identified. The area of damage indicated by this computation method correlated with the damage observed during tests. The observations and calculations indicated premature failure of pinion with explanation of mechanism of failure of pinion flank using contact conditions. / Hypoidväxlar har använts i stor utsträckning i bilar, flyg-, marin- och andra applikationer under årtionden. De speciella fördelarna med hypoidväxlar kommer med inneboende kontaktkomplexitet med varierande krökning och glidning i både profil och längdriktning. Spallingfel är katastrofala och måste hanteras med grundlig redskapsdesign. Analytiska metoder har flera begränsningar. Iterativ utveckling baserad på experiment är dyrt och tidskrävande med olika icke-linjära parametrar som är svåra att tolka. Denna avhandling syftar till att utveckla en metod för att beräkna kontaktutmattningslivslängden för initiering av spalling med finitaelementmetoden. Experiment har spelat en viktig roll för att förstå orsaksfaktorerna för fel, bestämma utmattningslivslängden och för att studera de viktigaste systemdesignparametrarna. En felanalys av den skadade kuggflanken utfördes, vilket förtydligade felens orsaksfaktorer och den underliggande felmekanismerna. Driften är fokus för denna avhandling, en finitaelementmodell utvecklades med ANSOL-HFM och restspänningarna överlagrades med FEM-verktyget MSC-Marc. En slutlig elementutmattningsanalys utfördes med FEMFAT och komponentens utmattningstid bestämdes. Den beräknade utmattningslivslängden korrelerades med fysiska provningsresultat genom att tillämpa statistisk Weibullanalys i kombination med probabilistiska livslängdsmodeller. Målet med denna avhandling är att utveckla en metod för att uppskatta utmattningslivslängden och att tillämpa metoden för att beräkna bulkmaterialets utmattningslivslängd för ett hypoidrev. Påverkningsfaktorer som metoden för kontaktanalys, olika typer av restspänningar på grund av ythärdning och kulblästring, utmattningskriterier, friktion, materialegenskaper studeras i denna avhandling för att utveckla denna metod för att prediktera kontaktutmattningslivslängden. Bulkmaterialegenskaperna för hårdhet representerade utmattningsegenskaperna mera exakt. Skalad normalspänning i kritiska planutmattningskriterier befanns vara mer lämplig för kontaktanalys med förspänningar och multi-axiell icke-proportionell kontaktspänningsstatu än andra egenskaper med FEMFAT. Metodbaserad kontaktanalysmetod visade sig vara mer lämplig för uppskattning av ytutmattningslivslängd trots de inneboende fördelarna med hybridytaintegralmetoden och dess mera exakta friktionsrepresentation. Det visade sig att inkludering av friktion i modellen inte markant förändrade livslängden, vilket visade att påverkan av hårdhet, smörjning av ytorna och kontakttemperatur på skjuvspänningarna är för stor för att försummas. Kontaktutmattningslivslängden ökade med en faktor 4,4 gånger på grund av kugghjulning jämfört med ythärdning, vilket indikerar restspänningspåverkan. För att uppskatta utmattningslivslängden vid inledningen av ytfel kunde en fullständig korrelation med utmattningstestresultaten inte uppnås och orsakerna till avvikelser identifierades tydligt. Det skadade område som indikeras av denna beräkningsmetod korrelerade väl med den skada som observerades under testerna. Observationerna och beräkningarna indikerade tidigt fel i kuggen med förklaring av mekanismen för fel hos kuggflanken med hjälp av aktuellt kontaktförhållande.