GT 0115

Hi,Robot
JAN/FEB
2015
Meet the automated

machines changing
the game in the
gear industry
Cimcool,
Oelheld
and Blaser
Swisslube
work on the
cutting edge
Gleason
celebrates
150 years of
success
www.geartechnology.com
THE JOURNAL OF GEAR MANUFACTURING
Samputensili G 250
generating and profile
grinding machine
The Samputensili G 250 gear grinding machine has been especially developed for very
low cycle times and for top-quality and efcient mass production of gears with outside
diameters up to 250 mm and shafts with lengths up to 550 mm.
The machine is based on the dual work spindle concept, which eliminates non-productive
times almost completely. By means of this feature, the loading/unloading process of a
workpiece is carried out in masked time, while simultaneously the manufacturing process
proceeds on another workpiece. Simple design concepts in terms of tooling and dressing
technology, fast automation and amazing user friendliness are the strengths behind this
innovative machine.
Phone: 847-649-1450 sales@star-su.com

5200 Prairie Stone Pkwy. Ste. 100 Hoffman Estates IL 60192
The G 250 / G 450 can be easily equipped with

various automation solutions
www.star-su.com
contents
JAN/FEB
2015
32
22
features
22 Robots are a Mans Best Friend
Bots in the gear industry: No frills, bells or

whistles; ditto beep boop.
28 On the Cutting Edge
How the latest technology in coolants

makes you more productive.
32 Hub of the Gear Industry
Gleason celebrates 150 years of gears.
36 Getting in Gear
Conception to productionhigh-tech job

shop impresses.
technical
42 Non-Involute Gearing, Function and
Manufacturing Compared to Established Gear
Designs
Advantages and disadvantages of non-involute-related
gearing are discussed.
52 Correlation of Specific Film Thickness and Gear

Pitting Life
Gear surface fatigue lives for a wide range of specific
film values are studied.
64 On the Quality and Surface of Gears

Manufactured by Free-Form Milling with
Standard Tools
On the manufacturing and quality of gears made via
free-form milling, and the specific process properties of
the parts.
Vol.32, No.1 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 2015 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 Publishers approval. Canadian Agreement No. 40038760.
GEAR TECHNOLOGY|January/February 2015
[www.geartechnology.com]
Generating Grinding 8mm to 1,250mm
Profile Grinding 8mm to 8,000mm
Handling all your grinding needs...

the Smallest and the Largest.
KAPP
NILES
ZP 80
A machine so small you can almost

put it in your pocket. (not really)
A machine so large you can almost

live in it. (really)
KX 100 DYNAMIC
KAPP Technologies
2870 Wilderness Place Boulder, CO 80301
Phone: (303) 447-1130 Fax: (303) 447-1131
www.kapp-niles.com info-usa@kapp-niles.com
contents
Vol.32, No.1
departments
06 GT Extras
Our latest online video offerings, e-mail, newsletters
and social media.
09 Publishers Page
Coffeegate.
10 Product News
The newest hardware and software.
70 Industry News
Whats news; whos new; comings and goings.
76 Calendar of Events
Happenings of note.
78 Advertiser Index
How to reach every advertiser in this issue.
79 Classifieds
Our products and services marketplace.
80 Addendum
www.suhner.com
Little gears, big picture.
Flexible Shafts &

Spiral Bevel Gears
Two different ways to transmit rotary motion.
Hi, Robot
JAN/FEB
2015
Meet the automated

machines changing
the game in the
gear industry
Cimcool,
Oelheld
and Blaser
Swisslube
work on the
cutting edge
Gleason
celebrates
150 years of
success
SUHNER Manufacturing Inc. Rome, GA 30161

Phone: 706-235-8046 info.usa@suhner.com
THE JOURNAL OF GEAR MANUFACTURING
Intelligent Production.
Gear cutting machines and automation systems
from a single source.
With a comprehensive program of machines, gear cutting tools and automation
systems Liebherr can offer the right solution for the economical manufacturing of
cylindrical gears, tailored to individual requirements.
Liebherr gear cutting machines for green and hard machining are well-known for
their precision and reliability. In addition Liebherr also produces high quality gear
manufacturing tools.
In the field of automation systems Liebherr offers products for automating machine
tools as well as innovative solutions for manufacturing and factory automation.
Lowering of production cost while increasing flexibility and operator friendliness
are some of the numerous advantages.
Liebherr Gear Technology, Inc.

1465 Woodland Drive
Saline, Michigan 48176-1259
Phone.: +1 734 429 72 25
E-mail: info.lgt@liebherr.com
www.liebherr.com
Gear hobbing machines

Gear shaping machines
Gear grinding machines
Gantry robots
Transport systems
Storage systems
Pallet handling systems
Rotary-pallet handling systems
Robot integration
Gear cutting tools
The Group
GT extras
THE GEAR INDUSTRYS INFORMATION SOURCE
DETECT GRINDING BURN
RANDALL PUBLICATIONS LLC

1840 JARVIS AVENUE
ELK GROVE VILLAGE, IL 60007
Learn how to detect grinding burn and other metallurgical

defects in this video from Stresstech, which demonstrates
the use of the GearScan 500 for inspecting gears. Visit
www.geartechnology.com to watch the video.
(847) 437-6604
FAX: (847) 437-6618
EDITORIAL
Publisher & Editor-in-Chief

Michael Goldstein
publisher@geartechnology.com
Associate Publisher & Managing Editor
Randy Stott
wrs@geartechnology.com
Senior Editor
Jack McGuinn
Microgeometry
Much of my design work involves math modeling gearsets
to determine the lowest-cost components which will meet
the requirements. Over the years, a designer develops his or
her own set of guidelines for what geometry is acceptable
and what is objectionable. A group of gear experts may agree on eighty
percent of a design and argue for hours over the remaining twenty percent. This is particularly so in the area of microgeometrylead and
involute modifications that help improve performance at the extremes
of loading.
Read more of Chuck Schultzs blog at www.geartechnology.com/blog
jmcguinn@geartechnology.com
Assistant Editor
Erik Schmidt
erik@geartechnology.com
Editorial Consultant
Paul R. Goldstein
Technical Editors
William (Bill) Bradley, Robert Errichello,
Octave Labath, P.E., Joseph Mihelick,
Charles D. Schultz, P.E., Robert E. Smith,
Frank Uherek
DESIGN
Art Director
David Ropinski
dropinski@geartechnology.com
ADVERTISING
Buyers Guide: Recently Added

The following companies have recently upgraded to premium listings on
geartechnology.com. Now you can find out more about their products, and you
can contact them quickly and easily, through the Gear Technology buyers guide:
Associate Publisher
& Advertising Sales Manager
Dave Friedman
dave@geartechnology.com
Materials Coordinator
Dorothy Fiandaca
dee@randallpublications.com
China Sales Agent
Eric Wu
Eastco Industry Co., Ltd.
Tel: (86)(21) 52305107
Fax: (86)(21) 52305106
Cell: (86) 13817160576
eric.wu@eastcotec.com
ON-LINE
Stay Connected
Follow us on Twitter
twitter.com/#!/Gear_Technology
Digital Content Manager

Kirk Sturgulewski
kirk@geartechnology.com
CIRCULATION
Circulation Manager
Carol Tratar
subscribe@geartechnology.com
RANDALLSTAFF
Connect with us on LinkedIn
www.linkedin.com/groups/GearTechnology-Magazine-3893880
President
Michael Goldstein
Accounting
Luann Harrold
Subscribe Online
www.geartechnology.com/
subscribe.htm
A Great Gear Company

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publisher's page
Coffeegate
The other day I went to Starbucks and ordered
my usual four shots of espresso, straight up. I know
what youre thinking: thats a lot of caffeine, especially for someone as naturally energetic as I am. But after years and years, I
may have built up a tolerance to the caffeine. I picked up the
espresso habit as a much younger man, when I worked for
Daldi & Matteucci (DEMM) in Italy back in the 70s. And Ive
stuck with it ever since.
Anyway, when I received my cup from the barista, it felt a little bit light. I held it up and swished it around, asking, Are you
sure this is a quad? The barista confirmed that it was, indeed,
four shots, but told me that the company had recently recalibrated its machines to use less water.
I asked if I was going to be charged less because I was getting
less coffee. The answer was no: the price remained unchanged.
The barista explained that most people wouldnt notice, because
they order espresso as part of a much larger drink. When youre
ordering a 16-ounce caramel brulee latte, topped with whipped
cream and caramelized sugar, a minor change in the amount of
espresso probably doesnt affect the taste much. And youre still
getting a 16-ounce drink. For me, though, the difference was
obvious.
Initially, I felt cheated. I was paying the same price, but getting less. I thought it was a little underhanded what Starbucks
was doing. If they had just raised the price, the change would
have been obvious. In effect, they were raising the price, but in
a way that seemed sneaky to me.
So I started thinking about ethics, competition and how you
treat your customers.
Of course, this was just prior to the Super Bowl, and the
sports news of the day revolved around deflated footballs and
whether the New England Patriots cheated by deliberately
deflating the game balls used in the AFC championship game
against the Indianapolis Colts. Now Im not saying whether
they cheated or didnt. The NFL investigation is still ongoing
at the time of this writing, but theyve been caught before. And
whether their infractions have had a direct result on games or
not, the Patriots are Super Bowl Champions. Again. The consensus among most fans Ive talked to is that they probably
stretched the rules a little bit.
Does this mean thatin the NFL, at leastbending the
rules is OK? Is cheating the new best practice? More importantly, do Americans believe cheating is an acceptable means of
achieving competitive advantage? In the case of the Patriots, the
reward seems to outweigh the risk.
Perhaps the same is true in the case of Starbucks. After all,
most people wouldnt notice the change in formula. Maybe sav-
Publisher & Editor-in-Chief

Michael Goldstein
ing a little money where most people wont notice is just good
business.
But swallowing that pill leaves a bitter taste in my mouth.
Here at Gear Technology we believe in giving our customers
more, not less. For our advertisers, that means weve worked
hard to increase the reach of our magazine by adding circulation, expanding our online offerings and tapping into new and
better ways of putting Gear Technology into the hands of more
and more readers in more and more places. This year weve
increased our electronic distribution by 5,000 recipients, thanks
to our expansion of Gear Technology India. And yet, we havent
raised our ad rates in more than five years.
For you, our readers, it means continuing to give you as
much content as possible, every issue, and ensuring that it is as
useful as possible. Our technical articles are still reviewed by
industry experts to ensure their technical accuracy, relevance
and significance. We write as many feature articles as possible,
interviewing industry experts to bring you the insights you
need to understand the trends and technologies in gear manufacturing.
Here at Gear Technology, youll never get deflated balls, and
well always give you the full cup of coffee.
January/February 2015|GEAR TECHNOLOGY
product news
Gleason
ANNOUNCES 175GMS ANALYTICAL GEAR

INSPECTION SYSTEM
Gleason Corporation recently announced the introduction
of the 175GMS Analytical Gear
Inspection System, with faster complete inspection of automotive,
aerospace and other
smaller gears, as well
as gear cutting tools
and non-gear parts.
The l atest add i tion to the GMS Series
(with models available for gears up to
3,000mm in diameter), the 175GMS completes the development
of the GMS series and
replaces the 175GMM.
The 175GMS includes
features such as surface finish measurement
and prismatic feature
measurement, an intuitive user interface and
input screen for programming of work pieces and cutting tool data,
built-in tutorial information for gear features with
text, pictures and videos that
are user editable, and an easy
setup, remote I/O controls system
and improved movement optimization to reduce the cycle times
required for the complete inspection of almost any gear or gear tool.
The 175GMS Analytical Gear
Inspection System is the first GMS
system to feature the new Windows
7-based Gleason GAMA 3.0 applications software suite. It features a
new-generation Renishaw 3D scanning probe head to provide accuracy and flexibility for the inspection of gears and gear-cutting tools
and, in particular, finer pitch gears,
and a new mounted operator workstation and an Advanced Operator
10
Interface (optional)both
designed to improve the operators
effectiveness at every stage of the
inspection process.
KISSsoft
ADDS KISSSYS THERMAL

MODELING
KISSsys is a system add-on to
KISSsoft, where complete transmissions and drive trains can be modeled (SYS module). The gearbox package GPK Calculation, which is based
on KISSsys, provides the user with
17 basic models of gearboxes as templates (GPK module).
With the Efficiency Template
available for KISSsys, the efficiency
calculation and thermal analysis in
accordance with ISO/TR 14179 are
carried out for all types of transmissions and drive trains. In addition, the
template now includes a large number
of new functionalities, which meet the
requirements of the industry.
With the integrated programming
language in KISSsys, a users own
modifications of the calculation code
can be made. Improvements of the
gear design and the required cooler
power are therefore more purposefully and easily definable by the user.
For more information:

KISSsoft AG
Phone: +41 55 254 20 50
www.KISSsoft.AG
The Advanced Op erator

Interface puts a number of tools
right at the operators fingertips,
including an environmental monitoring station to record temperature and humidity as well as video
telephony, note pad and voice mail
messaging capability, Gleason
Connect for remote diagnostic support, creation of standard work
instructions, online training tools,
multi-lingual communication and
more.

Gleason Corporation
Phone: (585) 473-1000
www.gleason.com
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product news
EMCO Maier
INTRODUCES HYPERTURN 65 POWERMILL

The Hyperturn 65 Powermill offers a
large spindle clearance of 1,300mm, a
powerful counter spindle which also
allows 4axis machining, a Baxis with a
direct drive for 5-axis simultaneous milling operations, and an additional Yaxis
for the lower turret.
Turning, drilling, milling and gear
cutting operations can be completed
in one setup. Additional handling and
part storage is eliminated and workpiece
precision is improved. Total production time, fixture and personnel costs, as
well as floor space requirements, can be
reduced with the Hyperturn.
With 29kW and 250Nm, the counter
spindle has enough power to machine
the workpiece simultaneously with two
tools, enabling 4-axis machining.
The milling spindle, with 29kW,
79Nm torque and speeds to
12,000rpm, promotes
productivity
in the complete machining of complex
workpieces. The Baxis direct drive gives
the Hyperturn 65 PM good dynamics and contour capabilities with 5axis
simultaneous machining, along with
shorter tool change times. The additional Y-axis on the lower turret makes milling work possible at the same time as
machining with the milling spindle.
The milling spindle with HSKT63
tool interface can be used for both turning and drilling/milling work. It can be
continuously swiveled within a range
of 120 and clamped at any point.
With a Ytravel of +120/100mm, most
12
machining work can be carried out. This

includes gear-cutting operations, turning/milling work for crankpins, 5axis
machining, and more. The tools can be
prepared according to the customers
requirements with a 20piece pickup
magazine, or a 40 or 80piece chain
magazine.
The Y-axis is accomplished by two
interpolating axes, resulting in a distribution of the cutting force in two levels
and adds stability to heavyduty turning
and milling. This means the lower turret
with integrated milling drive can also be
used for complex milling operations at
all 12 positions, combined with a Y-axis
with 50mm travel.
Twenty, 40 or 80piece tool magazines
with HSKT63 give the user more possibilities for complete machining operations of workpieces, with simultaneously
low set-up times for individual parts
manufacturing and high-stability for
turning and milling works.
As an alternative to the
VDI30 or VDI40 12position tool turret, EMCO
offers a new generation turret with a
BMT interface and
direct drive. Higher
stability and precision, and
performance data similar to
a milling machine, enable
the complete machining of
turning/milling workpieces.
The machine versions with a milling spindle and turret including milling
drive (SMBY/SMBY2) have a cross slide
underneath with a 12position radial
turret for 12 driven tools working up to
speeds of 5,000rpm.
The automatic bar machining and/or
delivery of unit loads via a robot solution or the EMCO gantry loader offer
increased efficiency in automation.

EMCO Maier Corporation
Phone: (248) 313-2700
www.emco-world.us
Jergens
EXPANDS RANGE OF
PALLET SOLUTIONS
Jergens, Inc.s range of pallet solutions
has been expanded to include two more
styles, a 4-Pin pallet and a manual version of the companys ZPS (Zero Point
System). Announced in September at
IMTS 2014, the new pallet solutions
offer users several key features.
The new 4-Pin pallet mounts directly
to the machine table and uses a single
hex actuator for quick fixture exchanges with precise, secure location for
reduced setup time. Locating studs can
be mounted directly to existing fixtures
to convert them for quick change-overs.
A machinable blank fixture plate is also
available as an option.
The new ZPS features a manual, single-hex actuator to release and secure
fixtures for a range of applications large
and small. The manual actuation eliminates the need for air or hydraulic connections required with current ZPS systems. The new manual ZPS modules
are available in two sizes, K10 and K20
and offer timing slots for 90-degree part
indexing.
The two additions complement our
range of pallets that includes the Drop &
Lock pallet changers that integrate with
our Fixture-Pro line of multi-axis tooling
and our QCB series allowing customers
to choose the system that matches their
specific need, said Paul Kieta, national
sales manager for Jergens Workholding
Solutions.
The Drop & Lock range of pallet changers is available in round and
square configurations, two platform
sizes, 130mm and 250mm, and in inch
or metric mounting patterns. The QCB
pallet series is available in two sizes, can
interface with the Fixture-Pro mounting
system, and provides for direct mounting of Jergens 5-axis (multi-axis) vises
for raising parts above the machine table
for 5 axis machining access.

Jergens, Inc.
Phone: (877) 486-1454
www.jergensinc.com
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13
product news
SKF
INTRODUCES NEW MACHINE TOOL OBSERVER

The new SKF Machine Tool Observer
MTx serves as a single device connecting all operating-parameter sensors to
actively monitor, observe and log the
performance history of machine tool
spindles, grinding machines, or other
rotating equipment.
This solution collects information
about the accumulated condition levels
of a machine tool via the connected sensors to monitor with continuous

recording and long-term storage of critical operating data. The MTx can be used
as a stand-alone unit or integrated into
a control system, whether for OEM or
end-user applications. The technology
ultimately supports preventive maintenance objectives by helping to detect
Choose from one of our portable or

laboratory systems, or utilize our ISO 17025
laboratories for accurate and efcient
contract measurement services.
For more information contact us at

info@protoxrd.com or 1-313-965-2900
LXRD
STANDARD
14
LXRD
WIDEBODY
LXRD
MODULAR MAPPING
iXRD
STANDARD
op erating abnormalities before they can

escalate.
The system consists of a microcontroller-based electronics assembly with
internal memory for data storage in real
time. The electronics assembly can be
connected to up to six different sensor
types for monitoring vibration, speed,
temperature, humidity, eddy probes, and
oil streak, among other parameters. It
supports a wide range of different types
of sensors, where a maximum of 14
of these sensor types can be connected at the same time. The system compiles detailed documentation of machine
tool history and working conditions and
enables traceability of incidents by accurately logging their duration, date and
time.
For parameterization and data presentation, a server/client software package has been developed for standard
Ethernet (LAN) interface with DHCP/
IP protocol. The software package allows
users to manage and run multiple units
installed on a PC, network or over the
Internet. Each connected sensor can be
monitored online for ongoing accessibility and shared evaluation.
The MTx requires minimal wiring. In
addition, two relay outputs can be configured for alarm or emergency stops
and email alerts can be generated, based
on predetermined sensor limits.

SKF United States
(847) 742-7841
www.skf.com
mXRD
ULTRA PORTABLE
Seco Tools
ADDS NEW HELICAL TOOL TO SQUARE T4-08 LINE

Seco Tools, LLC recently added a new
helical tool to its Square T4-08 line of
square shoulder mills that feature four
cutting edges and a tangential cutter
design. Designed for slotting and contouring/shouldering applications, the
Square T4-08 Helical excels in machining challenging materials such as cast
iron, steel and stainless steels.
Like other products within the line,
the Square T4-08 Helicals pocket seats
combined with multi-edge inserts
improve cutting stability and allow for
clean 90 walls. The inserts mount tangentially in the cutter so that the cutting forces impact the thickest parts of
the inserts, allowing manufacturers to
achieve the required levels of strength
for increased depths of cut with small
diameters.
The tool has cutting diameters that

range from 0.98" (25mm) to 2.13"
(54mm) and depths of cut between 0.87"
(22mm) and 2.52" (64mm). Corner
radii range from 0.02" (0.4mm) to
0.063" (1.6mm). Furthermore, the entire
Square T4-08 Helical range has integrated through-coolant channels to provide
extended tool life.

Seco Tools, LLC
Phone: (248) 528-5200
www.secotools.com/us
PRECISION CO., LTD.
MEMBER
9001:2008
CERTIFIED
LFG-3540 Horizontal Gear Grinder
Luren LFG-3540 CNC Prole Grinding Machine for Gear Class AGMA 14
Luren LFG-3540 applies the most advanced technologies available around
the globe, such as Fanuc CNC controller 32i, direct drive motor, linear
motor, Windows 7-based operating system, Heidenhain linear optical scale,
automatic stock dividing, on-board inspection, and rotary diamond dresser
to easily achieve AGMA 14 with the touch of your ngertips.
Our Gear Cutting Tools

Hobs
Shaper Cutters
Master Gears
Corporate Headquarters
Luren Precision Co., Ltd.
No.1-1, Li-Hsin 1st Road,

Hsinchu City, Taiwan, 30078
Phone : +886-3-578-6767
Email : sales@luren.com.tw
Website : www.luren.com.tw
North American Headquarters

Luren Precision Chicago Co., Ltd.
707 Remington Road, Suite 1,
Schaumburg, IL 60173, U.S.A.
Phone : 1-847-882-1388
Email : sales@lurenusa.com
Website : lurenusa.com
15
product news
Spectroline
INTRODUCES OL-444 INDUSTRIAL LEAK DETECTION KIT

The Spectroline OLK-444 Industrial
Leak Detection Kit is a kit that pinpoints leaks in any size oil-based fluid
system. It locates leaks in hydraulic systems, compressors, engines, gearboxes
and fuel systems, preventing equipment
breakdowns and potential environmental problems.
The kit features the Opti-Lux 400 violet light LED leak detection flashlight.
It has power comparable to a 150-watt
lamp. The unit is compact, lightweight
and rechargeable. Its violet light enables
dyes to fluoresce brighter and with greater contrast than with standard blue light
inspection lamps.
Also included in the kit is a 473 ml

twin-neck bottle of patented Oil-Glo 44
concentrated oil dye, which is compatible with all synthetic and petroleumbased fluids. When a leaking industrial
system is scanned with the Opti-Lux
400, the dye glows a bright yellow/green
color to reveal the location of all leaks.
Rounding out the kit is a 237 ml spray
bottle of Glo-Away dye cleaner, a charging cradle with AC and DC cord sets,
dye treatment tags and fluorescenceenhancing glasses.

Spectronics Corporation
Phone: (800) 274-8888
www.spectroline.com
Rego-Fix
INTRODUCES HI-Q/ERMX MINI-NUT

Rego-Fix, a manufacturer of Swiss precision tooling, recently introduced the
Hi-Q/ERMX Mini-Nut for Swiss automatic machine tool applications. The
nut has an anti-slip locking design that
is engineered to prevent the locking
wrench from slipping off the nut during
assembly and disassembly.
Milled slots on the outside diameter of
the nut mate with corresponding features
of the wrench to prevent slippage during
16
the tightening and loosening processes.

Benefits include operator safety as well as
prevention of damage to other tools. The
Hi-Q design includes a special surface
treatment to enhance clamping forces
and extend the life of the nut by protecting against corrosion.

Rego-Fix
www.rego-fix.com
SMT
RELEASES MASTA 6
Smart Manufacturing Technology (SMT) recently announced the release of
its CAE software, Masta 6.
Masta is for transmission and driveline design, analysis, simulation and
manufacture. Its modular structure makes it tailored to the responsibilities of
its user and is applicable to the entire development cycle for the automotive,
energy, aerospace, marine and rail industries. Masta integrates and interfaces
with a multitude of other platforms including Gleasons Cage software for
manufacture and CAD modelling software for design and analysis.
A user interface overhaul allows the user to make faster accurate results in
an ergonomic workflow allowing engineers to achieve higher levels of quality. Improvements include advanced customizable reporting features as well as
importing and exporting CAD model
enhancements.
New modules for fluid film bearings,
plunge shaving micro geometry and
shaving cutter dynamics have also added
to Mastas repertoire.
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17
product news
GWJ Technology
UPGRADES EASSISTANT SOFTWARE

GWJ Technology GmbH, headquartered
in Braunschweig, Germany, has upgraded its web-based calculation software
eAssistant with three new modules for
the calculation of rack/pinion gear pairs
as well as single external and internal
cylindrical gears.
In addition to various calculation
modules for many different machine ele-
ments (e.g., shafts, rolling bearings,

shaft-hub connections, bolts, cylindrical gears, planetary gear trains,
bevel gears), GWJ has released
three new modules. Two modules
can be used for the determination
of single cylindrical gears. One
module allows the calculation of
single external cylindrical gears, the
WWW.SECOTOOLS.COM/STEADYLINE
Secos successful range of

Steadyline toolholders has
now been extended to turning
applications. Featuring a builtin vibration damper, the bars
are available in 6xD, 8xD and
10xD to machine long reaches
with the best stability, while a
unique GL connection ensures
fast and accurate tool changes.
18
EXTEND YOUR REACH &

SIMPLIFY COMPLEX PART
MACHINING
other supports the calculation of single

internal gears. Both modules enable eAssistant users to determine the gear geometry, test dimensions and allowances
including the accurate gear tooth form.
The user can export the tooth form as
DXF.
The third new module makes it easier to calculate rack/pinion gear pairs.
Spur and helical gears are possible to
calculate. Profile shift on the pinion will
be taken into consideration. The number of teeth or the length of the gear
can be specified for the gear rack. The
user can decide between rectangular or
round gear racks. In addition to geometry, allowances and gear tooth form, the
load capacity according to DIN 3990 and
ISO 6336 Method B can be calculated.
Herewith the safeties for fatigue or limited life strength and static strength can
be determined. The calculation of surface durability (pitting), tooth bending
strength and scuffing according the flash
and integral temperature method is carried out.
There is also a calculation of load
spectra. For 2-D CAD systems, the standard format DXF is available. The eAssistant 3-D CAD plugins support the
creation of 3-D models. With one click,
the design table with all manufacturing
details can be placed on the manufacturing drawing.
GWJ Technology GmbH

Phone: +49 (0) 531129 399-0
www.gwj.de
Walter
INTRODUCES TWO
INDEXABLE INSERT
CARTRIDGES
Walter, a producer of precision cutting tools for milling, drilling, turning, boring and specialized tools,
recently introduced two new indexable insert cartridges for the Walter
F2010 face mill. These new cartridges,
the FR751M and FR752M, bring the
flexibility and performance of Walter
BLAXX tangential indexable inserts to
the Walter F2010 face mill. The family of indexable milling tools includes
shoulder, helical and slitting mills.
Oelheld
RELEASES THREE MAGIC HELPERS

Oelheld U.S. Inc. recently released
three new products to aid with nagging shop problems: Oelheld LubTool
2000, Oelheld LubTool 4000 and
Oelheld LubTool 6000.
Oelheld LubTool 2000 is a fully
synthetic, PAO based lubricating oil
that lubricates, cleans, protects and
removes corrosion, even in extreme-
ly low temperatures. LubTool 2000 is

NSF H1 approved, so it can be used
around food stuff and it is neutral to
all common plastic-and elastomeric
materials. LubTool 2000 is free of silicon, acids and resins.
Oelheld LubTool 4000 is a universal
cleaner that can remove multiple contaminations. LubTool 4000 is designed
Products for the
Aircraft
Manufacturing
Industry
The Walter BLAXX shoulder mill

produces precise 90 shoulders. That
system is only available for tool diameters up to 160 mm. The F2010 face
mill, equipped with the FR751M or
FR752M cartridge, can bring this technology up to a diameter of 315 mm. In
addition, the F2010 can now be used
for fine finishing because the indexable inserts can be adjusted axially with
micrometer precision.
These inserts come in two geometry
variants: the L55T, a universal geometry that can be used on most materials,
and the L85T, which has a particularly
sharp cutting edge for machining aluminum.

Walter USA, LLC
Phone: (800) 945-5554
www.walter-tools.com/us
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19
product news
for the removal of
resin, oil and grease,
most coatings, paints
and crayon marks,
as well as cleaning
of soiled machinery
components. LubTool
4000 is also suited for
surface prep, prior to
bonding and painting.
The product is free
from hydrocarbon
and evaporates residue free.
Oelheld Tool 6000
is a corrosion protection for precisiontools which forms a
thin, grease-like protective film. It offers
corrosion-protection on metal parts
for long-term indoor and outdoor
storage.
LubTool 6000 does not form any
resins and can be removed after
long-term storage. Treated parts can
20
Taylor
Hobson
INTRODUCES HI-RES
INSTRUMENTS FOR
SURFACE AND CONTOUR
INSPECTION
be EDM wire-cut without removing

the coating first. LubTool 6000 is free
from FHC, CHC and FCHC.

Phone: (847) 531-8501
www.oelheld.com
A new series of high resolution instruments offering automated simultaneous

surface and contour inspection has been
introduced by Taylor Hobson, a unit of
AMETEK Ultra Precision Technologies.
Precision machining and an FEA
(Finite Element Analysis) optimized
design combine to provide a low noise
and high accuracy mechanical execution
of the measuring axes. Balanced beam
design allows the instruments to be used
in any orientation. Traceable standards
and algorithms eliminate instrument
influence from the measurement results.
The instruments are available in 1mm,
2mm and 5mm gauge ranges with an
18 bit gauge for improved resolution in
surface detail, contour and 3D measurement. Software for analysis of surface
finish and form is included.
Schunk
INTRODUCES WSG SERIES SERVO-ELECTRIC 2-FINGER

PARALLEL GRIPPERS
A unique temperature compensation

system monitors and feeds back changes
in ambient temperature, ensuring consistent system performance and high
measurement integrity, regardless of
environmental effects.
Phone: (630) 621-3099

www.taylor-hobson.usa@ametek.com
Schunk recently introduced the WSG series of servo-electric 2-Finger Parallel

Grippers. They are designed for parts handling and assembly processes where flexibility and sensitivity is required. Schunk has now expanded the series with a longstroke version and a compact small parts version.
The WSG has a long stroke which allows reliable handling of different components and grip force can be controlled internally. These grippers have part detection
and integrated grip force control system.
Through standard sensor interfaces in the base jaws, sensors are directly integrated into the gripping process without any additional cabling or interfering contours.
By using the optionally available force-measuring fingers, forces which occur at
the gripped component
can be recorded and
allow reliable handling
of fragile components.
A belt drive ensures
high jaw speeds and
short cycle times
achieving speeds of 400
mm/s.
For more
information:
Phone: (919) 572-2705

www.schunk.com
21
feature
Robots
are a
Mans
Best
Friend
Erik Schmidt,
Assistant Editor
Pretty much everyone

old enough to utter the
familiar, dual syllabic
refrain of beep boop in
the electro-mechanical,
monotone pitch from every
sci-fi movie ever made has
the same idea of what a
robot looks likes.
And, coincidentally,
everyone is dead wrong.
22
It turns out that modern day

robotsat least the ones that are
functioning parts of everyday industrial lifearent all metallic chrome
finishes and stiff, rudimentary movements straight from an early 80s
music video. No, these robots are far
less about following a futuristic color
scheme and more about getting the
job done, often with their one long,
dexterous arm painted the vibrant
shade of citrus fruits.
No frills, no bells and whistles, and
certainly no beep boop.
Which is good, because
the gear industry is a no
frills kind of place. In
fact, its the kind of place
that typically aligns itself
with blue collar, bygone
c l i c h s l i k e e l b o w
grease and sweat of his
brow over the flashy
gizmos of tomorrow.
Then again, why
would any sane person
do a job with ten people
when they can do it with
two?
Scott Yoders, thankfully, is not one

of these people.
As the sales manager for Liebherr
Gear Technology Co. (Saline, MI),
one of Yoders main missions is to
make life easier. It is within this
most vital of pursuits that Yoders has
learned a valuable lesson: dogs are not
mans best friend.
Robots are.
And of all the robots at Liebherr,
the Fanuc R-2000iB-driven random
bin picking robot might be the friend-
Picking a Winner
Machines are becoming

Yaskawa Motoman DX1350 deburring robot.
more human.
This is an inarguable
liest.
truth, one that the gear industry can
You got parts in a tub, and with
confirm with the utmost authority by
robots
and lasers and vision, I can
merely taking a stroll down to their
factories for a quick once-over. Robots
empty that tub to load the machine or
arent infallible, but with recent
do whatever you need to do, Yoders
advancements in vision and sensor
said.
technology, they can increasingly perAt Caterpillar, for example, to load
form tasks just as efficiently as their
the furnaces it probably took eight to
10 people, Yoders said. They had a
fleshy counterpartsand oftentimes
whole process of loading these fureven more so.
naces. Dont forget, theyre working
Now some people will take that
in this extreme heat by the furnaces
information, fret wildly over an
eight hours a day, two to three shifts.
already diminished ration of availRight now, the line runs two operators
able jobs (even though the old song
who just maintain the system.
and dance in manufacturing is the
So this system is saving massive
scarcity of skilled labor workers) and
man
power.
then retreat to a place of fear and
The
random bin picking softparanoiathink Will Smiths pie-eating, gun-slinging character in iRoware is the most recent advancement in robotics made by Liebherr.
bot, a movie one would hope proves
It was de velop ed in-hous e by
to be a woefully inaccurate represenLiebherrs research and development
tation of the future.
department, in collaboration with the

Fraunhofer Institute in Germany.
The software has been operational
since January of 2013 but remains one
of the best on the market, according to
Yoders.
Were the integrators, Yoders said.
We buy the robot, whether from Fanuc
or Kuka, and then our main thing is
we developed the software to do this.
We basically used three standard components: a Schunk standard gripper, a
Sick 3D laser scanner, and then a Fanuc
robot.
What Liebherr developedmost
robots are six-axiswe have developed
the seventh and eighth axis and the software to tie them all together.
We actually have our own 3D scanning software that were very high on,
added Geoff Dawson, account manager
of Fanucs North American distribution
group. Sometimes companies will buy
our robots but are more comfortable
designing their own software.
The idea for the random bin picking software began in a fleeting conversation between executives from
Caterpillar and Liebherr at a random tool show about three years ago
and then blossomed into a full-systems-go robotic broad jump in just
over a year.
Dawson and Andy Glaser, vice
president of sales at Yaskawa
America Motoman Robotics (West
Carollton, OH), both agreed that bin
picking has been the major development in gear robotics in the past
couple years.
Caterpillar was saying, Boy, if there
was a way we could pick these track links
out of a bin, Yoders said. They weigh
anywhere from 20 to 90 pounds and we
have such problems with our people. We
said, Well, we think we can do it.
We took an idea, basically an R&D
project, and built a functional system in
18 months.
And just like that, the future was now.
Fanuc America Robodrill

-D21MiA5 four-axis top loader.
Arrow Pointing Up
Robots are synonymous with the future,

really. Blame the futurist helmsman of
yesteryear like Fritz Lang and Stanley
Kubrick all you want for etching the
symbiotic bond into humanitys subconscious decades ago. The fact remains that
theyll forever be linked like nuts and
bolts, as inseparable as the two sides of a
shiny red penny.
But even in a field as forward-thinking and rapidly changing as robotics,
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23
feature
ROBOTS ARE A MANS BEST FRIEND
sometimes it can
be of great use to stop
the upward trajectory for
a moment and simply linger on the
present for a pause or two or, in Arrow
Gears (Downers Grove, IL) case, the past.
Roughly eight years ago, Arrow President
Joseph Arvin invented an apparatus and
method for chamfering and deburring in
which gears are mounted to an indexable
chuck, which is then used to position the
gears for various machining operations.
Object identification technology from

Liebherrs random bin picking robot.
Well, the calendar is freshly flipped to 2015

and Arrows latest robotic advancement is still
Arvins from the George W. Bush administration. As the famed saying goesif it aint
broke, why build an entirely new
robotic interface to replace it?
I cant say that we really have anything new,
said Kerry Klein, Arrows
vice president of sales and
marketing. We have been
using robotics in deburring. Arrow Gear actually developed a machine
used for deburring, but that
was many years ago. We havent
really updated that at all and were
not really looking at any additional
robotics at this time.
Were looking to increase our
deburring capacity, but were actually looking at five-axis technology
for that.
Klein said that while Arrow
hasnt made any significant
changesor slight chang-
24
es, eitherin terms of robotic

machinery, theyll be on the lookout
to potentially make some improvements in
2015. It all comes down to sense and sensibility.
We manufacture gears, so if it makes
sense to buy robotics to improve our processes and improve our efficiencies or something like that, certainly we could [add more
robotic technology], Klein said. Sometimes
it makes sense in medium to high volume
manufacturing is auto load and auto unload,
where the robot is actually loading the part
instead of a person.
We dont do a large enough batch volume
to justify doing that. Ive seen it at other gear
facilities but not here.
So for Arrowand for the majority of
gear manufacturers, to be fairthe main
need for robotic technology is with deburring. Arrow currently has two deburring
robots at their facility.
Every time you hob a gear or grind a gear,
you create sharp edges, Klein said. The
sharp edges have to be taken out for safety
reasons and also for mechanical reasons. You
can do that with a grinding wheel on a drill,
basically. You have air and you hook it up to
an air gun and then the wheel spins and you
just do it by hand, which we do quite a bit of
that as well. Of course, by doing it by hand
youre risking that the hand operator is going
to make a mistake and do it too deep or too
shallow, touch something other than the tip
of the tooth, whatever.
One other way of doing it is with a robotic arm, because once youve programmed
that arm to do it, it should do it repetitively.
If youve got 60 teeth its going to do it exactly the same on all 60 teeth. Its going to be
repetitive and its not going to care. Its going
to do it over and over and over. Its not going
to get tired. Its not going to vary.
Of course, you have to program that into
the machine. You have to develop that for
each and every part. The tradeoff is that
if youre running a batch every hour, then
youre programming every hour, which
becomes ridiculously time consuming,
whereas if Im doing it by hand the operator can adjust to every part no problem. So
its a mix.
Staring across the way at the other end
of the plane is sales manager Alex Miller of
ABB Robotics (Auburn Hills, MI), who reaffirmed Kleins position that deburring robots
are still the cherry on top of the robotic/

gear sundae, but first mentioned ABBs
latest innovation released in the past
yeara system that places and removes
gears from heat treating furnaces.
It has vision and it handles the gears
very gently, he said. You know how
theyre kind of malleable when they
come out and its a system thats foolproof to make sure the gears are treated correctly. Thats probably the newest
thing we have.
Of course, we also have deburring
robots, but thats nothing new.
Domo Arigato
OK, thats all well and good. Retro is en

vogue right now, anyway. But what of the
future?
If you ask Glaser, vice president of
sales at Yaskawa America Motoman
Robotics (West Carollton, OH) the
future looks strangely similar to the
presentjust with a few nuanced
tweaks and improvements.
The robotand I hate to say it,
because Im a robot guybut its really a
dumb device [in the case of gear manufacturing], Glaser said. But what we
do is equip it with some very smart sensor technology. Thats really what has
changed the landscape of robots in the
gear industry.
A six-axis robot today is not a whole
lot different than the six-axis robot of 10
years ago. Whats changed is vision technology; whats changed is force-sensing technology and calibration tools to
achieve very high-tolerance deburring.
The robots are the same but their
capabilities are improving drastically.
I would have to agree with that statement, said Dawson. Were the largest
robotics supplier in North America, so
were constantly looking to advance our
product and stay ahead of the competition. We pride ourselves on being a
robot companywe use our robots to
build robots. So we really stay true to
ourselves and always want to be the one
with the latest advancement.
The most recent of these advancements, according to Glaser and Dawson,
is random bin picking
Over the last two years, bin picking technology with vision has really
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25
feature
ROBOTS ARE A MANS BEST FRIEND
A
six-axis robot today is not a

whole lot different than the sixaxis robot of 10 years ago. Whats
changed is vision technology; whats
changed is force-sensing technology
and calibration tools to achieve very
high-tolerance deburring.
For Related Articles Search
automation
at www.geartechnology.com
Yaskawa Motoman DX1350 deburring robot.
come on strong, Glaser said. We use

a company called Universal Robotics
in Tennessee, and they make what is
what I think is the worlds leading 3D
vision packages. Where others fail, they
succeed. Their sensors overcome heat,
theyre much more industrial and theyre
much more cost-effective sensors.
The bin picking is more of new
advent where you can just directly grab
these forgings or machine pieces right
out of a bin that are loosely located.
While Glaser noted that gear robots
have seen significant improvements
in the areas of vision, heat resistance
and overall durability in the last several
years, there remains one hindrance to
the machines advancement.
I will say the gripper is still an issue
in this particular market, he said. The
gripper technology still has not changed
that much. If youre going to do bin picking, a lot of times what you have to do
is roughly grab the piece out of the bin,
and then youll have to qualify it and
then regrip it.
Youre not going to simply just go and
grab a part out of a bin like a human, ori-
26
entate it automatically while youre picking it up and place it like a human would.
It would seem that, despite the
advanced state of robotics in the gear
industry at present, humans are in no
danger of being completely replaced by
robot overlordsat least not anytime
soon.
All of data collected equates to a winwin. Robots are here to help and here to
stay, but their station as underlings and
minions is well-secured. Detective Del
Spooner can put down his sweet potato
pie, holster his hand cannon and sleep
soundly for the time being.
Fanuc Robotics America

Phone: (888) FANUC-US
www.fanucrobotics.com
ABB Robotics
Phone: (248) 391-9000
www.abb.com
Yaskawa America Motoman Robotics
Phone: (937) 847-3384
www.motoman.com
Arrow Gear, Co.
Phone: (630) 969-7640
www.arrowgear.com
Liebherr Gear Technology, Co.
Phone: (734) 429-7225
www.liebherr.usa
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feature
On the Cutting Edge

Erik Schmidt, Assistant Editor
Sentences that start off with
some variance of I dont want
to brag, but are generally a
good indicator that its precisely what the speaker intends to
do and typically end with bold
proclamations that are immediately and eminently quotablethe kind of quotes perfect for beginning a feature
story with an eye-catching
artistic flourish.
And, true to form, Stephan Hecht
didnt disappoint.
I dont want to sound stuck-up,
but began Hecht, the senior executive
vice president for Oelheld U.S., we are
a business out of Germany and we are
really rapidly growing here in the U.S.
The reason for it is, you know, a lot of
operations in Europe are using our product. Based on higher wages and social
benefits, they have to operate on the cutting edge.
Thats whats happening to us here in
the U.S. Word is spreading and companies are finding that our products are
definitely worth the extra money. They
increase productivity by up to 30 percent.
OK, so may be its not exactly
Muhammad Ali and Joe Frazier trading
barbs in Manila, but as far as smack talk
in the cutting fluids community goes,
this was off the charts.
Thirty percent.
Thats a significant number, one that
Hecht delivered with the ease and confidence of a man who fully believes it to
be true. And if it is true, those in the gear
28
industry utilizing cutting fluids are going

to be pretty happy.
A Different Animal
Oelheld fancies itself an innovate fluid

technology, which, according to Hecht,
isnt a far cry from the truth. But if its
not exactly that, then its at least a different one. Go ahead and Google it.
On the front page of its website there
is a picture of a tiny chameleon, striped
with all the colors of the rainbow, postured peacefully atop a beaker of green
mystery fluid. Directly to its rightand
no less out of place on a site for a lubrication companyis a photo of a shirtless man brandishing a katana.
Behold: This is how Oelheld does the
Internet.
So it really shouldnt come as a surprise that different is also how Oelheld
does cutting fluids.
Our latest product is our DiaMill
HEF 1100, which is a high-performance
cutting fluid, Hecht said. It uses a
whole high-performance additive package for extremely high pressures. It
makes this product very popular with
high-speed operations.
Since we are a European-based company, we are a little more careful with
what we put in our additive packages. We have no chlorine in any of our
products or any heavy metal additives.
Nevertheless, we managed to reach or
have better performance even without
those harmful substances.
The DiaMill HEF 1100 was released
by Oelheld roughly three years ago but
remains the companys top cutting fluid

product. Its based on hydrocrack oils,
has nearly no odor and is resistant to
aging.
According to Hecht, DiaMill is also
more physiologically safe than most
other cutting fluids on the market
because of its lack of damaging ingredients, which is the positive result of
essentially being backed into a corner by
stricter European guidelines, Hecht said.
Basically, some of the environment
and work safety specifications are a little tighter in Europe than here, he said.
Thats basically the main reason. We
were forced into itbut it does work
very well. If you put your mind to it you
can find solutions that work even better.
A lot of gear hobbing places use us in
the United States. Its also a tremendous
product for cutting. Its good for steel,
aluminum and all non-ferrous materials,
which are all the important materials.
Then, for good measure, Hecht delivered his knockout punch, not with the
sting of a bee, but with sophisticated
German eloquence:
Its like pure gold.
Trail Blasers
Just a southbound doggy paddle from

Hechts home country of Germany
across Lake Constance, tucked neatly
in the frosted forests of Hasle-Regsau,
Switzerland, is Blaser Swisslube, another
European-based lubrications company
with an aversion to the status quo.
Randy Templin, vice president of
product line management and custom-
cutting fluids
er service at Blaser Swisslube America

(Goshen, NY), spoke about his companys latest cutting fluid advances while
openly defying Hechts comments on
forceful compliance to European specifications.
Its a bit of misunderstanding about
Europe, Templin said. Blasers headquarters are in Europe and we still sell
a tremendous amount of chlorinated
products. It depends where. For example, Italy and the United Kingdom have
no issues with it. Some parts of Germany
use chlorine quite a bit, its just more
expensive to transport it.
Still, that doesnt mean Blaser is
dumping chlorine in its products by
the gallon all willy-nilly. On the contraryits latest product, Vascomill CSF
35, which was first made widely available
in the United States about a year ago, is
as environmentally friendly and work-
safe as anything else on the marketplace,

according to Templin.
Our Vascomill cutting oil has an
ester-based stock, he said. The ester is
derived from vegetable sources and its
completely chlorine free.
We found it really works well in gear
manufacturing, especially with gear hobbing. Customers were having smoke
problems and burnt chips. We go in
there and eliminate the smoke and it

really improved the tool life, as well. Or
we were able to speed the machine up
and get the production rate accelerated.
Its really a special oil with a very,
very high flashpoint and very high
lubricity.
Whereas Hecht was confident enough
in Oelhelds product to declare a 30
percent production increase, Templins
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29
feature
ON THE CUTTING EDGE
statements on the matter were a bit more

reserved and temperednonetheless,
he was confident about an ability to
make a significant improvement.
It really depends on the customers
application, Templin said. What kind
of tooling they have, the way they run
the tooling, the coating, the kind of oil
they had in there before and how it was
maintained. So its difficult to say every
time you go in there youre going to
guarantee a certain percentage of productivity gain. Every customer will be
different.
At the same time, weve seen tremendous cases of success from tripling tool
life to increasing the productivity on the
throughput side by 5 to 10 percent.
Not Cooling Off
As several European-based upstarts

continue to leak gradually into the
American market, Cimcoolwho likens itself as the leader in fluid technology worldwidehas had to swing
back strategically in order to maintain
its global positioning as cutting fluid
champ.
30
Its latest haymaker is its InSol lubrication, released in the fall of 2014.
InSol technology puts lubricant at
the cut zone-tooling interface so the
lubricant and cooling are optimized,
said Bruce Koehler, product manager of
Cimcool. Since InSol technology works
through controlled water solubility, this
great performance lasts longer due to
low depletion rates. Best of all, InSol
technology can help out on tough-toprocess alloys without using materials
that can drive waste hauling costs up.
When you couple that with process savings, lower tooling usage
and more productivity output, this
is what manufacturers need to help
control costs and improve efficiency.
In S ol i s , l i ke D i a Mi l l an d
Vascomill, a chlorine-free lubricant.
Its composed of a blend of raw materials that have solubility ranges from
limited to complete and, because the
material is mostly water soluble, it
virtually never depletes when regular
makeup concentrate is added.
The reason these new products
are so special is that we have seen
grinding ratios increase by 50 percent and cutting forces decrease by
30 percent or more, both of which
drive productivity and cost savings
for our customers, Koehler said.
Imagine using a fluid that virtually looks like water that can increase
your productivity so significantly.
The InSol technology is available in

the Cimtech 300 and Cimtech 600 series,
which also contain Cimcools Milacron
synthetic lubricants.
Fluids containing the InSol lubricant
boast excellent multi-metal performance without the use of extreme pressure additives and can increase productivity by up to 20 percent when compared to chlorinated lubricants, according to Koehler.
When looking at DiaMill, Vascomill
and Cimcools cutting fluids containing
InSolthree elite products from three
of the industrys leadersthere would
seem to be no shortage of available lubrications to enhance and ease the gear
manufacturing process.
The best part? Theyre all different.
Chameleons.
Katanas.
Cutting fluids.
Take your pick. You simply cant go
wrong.

Oelheld U.S.A., Inc.
Phone: (847) 531-8501
www.oelheld.com
Cimcool
Phone: (888) 246-2665
www.cimcool.com
Blaser Swisslube
Phone: (845) 294-3200
www.blaser.com
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feature
Hub of the Gear Industry

Gleason Celebrates 150 Years
By Randy Stott, Managing Editor
The name Gleason is practically synonymous
with gear manufacturing. Since the company was
ably more important that you learn from the mistakes than
it is to celebrate the triumphs.
For James S. Gleason, that means sticking to what you
founded in 1865, the technology of gear manufacturing has
know.
He points to the companys time as a publicly traded
been its focus, its core and its competitive advantage.
company
as one period when their focus was allowed to
Staying true to that focus has been one of the keys to
drift.
the companys longevity, according to Chairman James S.
That was not a very good fit for our business, he says.
Gleason. And he should know. Aside from the fact that his
family name is still on the door, James S. Gleason has been
It tends to focus your attention on each quarter, and the
cycle time of a lot of the events that are important to us
with the company since 1959. I was a so-called college
dont function very well on a quarterly basis.
trainee, he says. I started out in the foundry, doing pretty
In the 60s and 70s, the company also made a number
simple, fundamental, physical things. I systematically went
of
acquisitions in an attempt to grow the business. Those
through training with almost every part of
acquisitions
included a company that produced telephonthe company.
ic
exchange
equipment
and a number of parts producing
And through the years, hes seen both the
companies,
Gleason
says.
Fundamentally, these were not
ups and the downs.
businesses that we knew much about.
But embracing those failures was an important
Were almost unique in terms of machine tool
turning
point in the companys history, Gleason says.
companies in the sense that we know more
It
forced
the companys executives to reevaluate their
about the end product that our customers produce,
strengths
and refocus on what had made them sucin general, than they do. JAMES S. GLEASON
cessful for so many years.
That meant staying true to and recommitting to
their focus on gears.
When most history is told, there is almost always some
Were almost unique in terms of machine tool compasort of editing that goes on, Gleason says. Clearly there is
nies in the sense that we know more about the end proda tendency to emphasize all the wonderful things that have
uct that our customers produce, in general, than they do,
happened and not put too much light on those things that
Gleason says.
werent. I think for any company, particularly ours, its prob-
Above: Chairman James S. Gleason in front of a

modern Phoenix gear cutting machine. Right: The
interior of the Gleason factory around 1891.
32
Gleason employees outside the company's

original factory, located at Brown's Race,
overlooking the Genesee River (circa 1889).
In fact, in order to stay atop their niche,

the company has not only strived to understand the current state of the art, but theyve
also continuously sought ways to advance
it. Part of their mission is to find better and
more productive ways to manufacture gears,
inventing new technologies, processes and
tools along the way.
We have never been known as a hightech companyexcept that we really are,
Gleason says. We have almost always had at the head of
think first and foremost because of its integrity and its fairour R&D department and gear technology core the top
nessits fairness to its customers and its fairness to its
people in the world. That has always been a hugely imporemployees. Thats a value we insist on.
tant part of our leadership.
The companys management continues to put a high
That thought is echoed by John J. Perrotti, president and
value on its employees. And the employeesboth current
CEO.
and formerseem to have a high level of loyalty towards
Technology is the engine that drives our company,
Gleason as a result. This was clearly in evidence at the
Perrotti says, adding that Gleason continues by far to issue
WZL Gear Conference USA, which was held at the Gleason
the most patents of anyone related to gear production.
Works in November.
Of course, the focus on R&D and invention is nothing
A lot of the people who are here today as visitors are fornew. In fact, the companys founder, William E. Gleason,
mer Gleason employees, said Perrotti at the
was a well-known inventor and craftsman who had apprenevent. I think they all, for the most part,
ticed in the Rochester, NY machine shops of Asa R. Swift
have favorable memories.
and I. Angell & Sons, and who also worked during
the Civil War at Colts Armory in Hartford, CT. In
Weve coined the expression Gleason 4.0,
1865, he returned to Rochester and took over the
which is really our vision for the smart factory,
Kidd Iron Works, which eventually evolved into
digital manufacturing and the connection
the Gleason Works. In 1874, William E. Gleason
between the theoretical and mathematically
invented the bevel gear planer, and the rest is gear
proven way of optimizing both the design and the
history.
manufacturing. JOHN J. PERROTTI
Through the years, many inventions have followed, including highly specialized machines for
manufacturing all types of bevel gears. But in addition to
But keeping employees happy is only part of the battle.
his knack for invention, the companys founder also passed
Keeping customers happy is the bigger part, says Perrotti,
on an attitude and a way of doing business that still resoand Gleason focuses heavily on service as a significant part
nates today.
of what it offers.
In the lobby of the Gleason Works facility in Rochester, a
We have always tried to change and adapt as weve seen
large bronze tablet commemorates William E. Gleason. The
the markets evolving and as we see our customers needs,
inscription reads:
Perrotti says. Weve tried to sharpen our focus on customer
A MASTER CRAFTSMAN
service, so weve invested more and more in developing betENDOWED WITH AN INDOMITABLE WILL
ter information systems, training programs, and part stockA SPIRIT OF INDEPENDENCE AND BROAD VISION
ing strategies to support our customers.
WHO CREATED A NEW TYPE OF MACHINE TOOL
One of the keys to providing better and better service
AND FOUNDED THIS BUSINESS ON
is creating the technology that allows for it, Perrotti says.
IDEALS OF SERVICE AND FAIR DEALING
More and more of our industry will be pointed toward serThat last part about service and fair dealing are imporvice, but not in the classic way of a guy carrying a toolbox.
tant parts of the Gleason culture.
Instead, the company is working hard to develop increI often describe Gleason as a company with the valmental ways where it can provide value to its customers.
ues and culture of a small, family-owned business, but
For Gleason, that means smart systems that gather informawith the sophistication of a very large, multinational comtion, encapsulate gear manufacturing knowledge and allow
pany, Perrotti says. Gleason has survived for 150 years I
customers to make quick decisions.
33
feature
HUB OF THE GEAR INDUSTRY
The pattern shop inside The Gleason Works, 1954.
Kate Gleason, daughter of the companys founder, began working with her father at age 11, helping with the bookkeeping. After attending Cornell
University and studying engineering (the first
woman ever enrolled there to do so), she returned
to the Gleason Works, serving as secretary-treasurer
and becoming the companys chief salesperson at age
25. She traveled unaccompanied to Europe and sold
Gleason machines in England, Scotland, France and
Germany. In 1917 she was the first woman elected to
membership in the American Society of Mechanical
Weve coined the expression Gleason 4.0, which is really
Engineers.
our vision for the smart factory, digital manufacturing and
The global focus of the company has continued throughthe connection between the theoretical and mathematiout its history. Today, Gleason says, the company does
cally proven way of optimizing both the design and the
roughly a third of its business in the United States, a third
manufacturing, Perrotti says. Gleason 4.0 is
in Europe and a third in the Far East.
everything from machine monitoring to creatOf course, the global nature of the company has expanding expert systems that gathed dramatically over the past couple of decades. In 1995,
er data, do sophisticated data
Gleason Works (India) was established, and the company
analytics and feed that knowlalso acquired Carl Hurth Maschinen und Zahnradfabrik.
edge back to the design and
In 1997, they acquired the assets of the Pfauter group of
manufacturing process.
companies. In 2007, a factory was established in Suzhou,
China, for the manufacturing of Genesis
Were proud of our past but even more excited
hobbers. In 2009, they added cutting tool
about our future. JOHN J. PERROTTI
manufacturing at Suzhou, and in 2012, a
new 156,000 square foot facility was built
in Suzhou to combine the machinery and
Even though Gleason 4.0 seems to be focused on techcutting tool manufacturing under one roof. In 2013, they
nology, its really more about service, Perrotti says. Building
acquired Saikuni of Japan and IMS Koepfer Cutting Tools
these systems is how the company can best help customof Germany. These acquisitions greatly expanded Gleasons
ers take advantage of Gleasons 150 years of gear processing
global footprint in terms of manufacturing locations. Today,
knowledge.
new Gleason machines and cutting tools are manufactured
One of the key things every customer
will tell you is that we dont have enough
skilled people, Perrotti says. Thats why
Gleason Cutting Tools facility in Loves Park, IL.
we need to continue to create expert systems and tools that help provide some
of that process knowledge, so it doesnt
require having somebody with 30 years
of experience to make those judgments.
Clearly, innovation in products and
a focus on service have been hallmarks
of the company from the beginning.
But perhaps just as important has been
Gleasons focus on global markets.
At a very early stage, we said the
world is our market, James S. Gleason
says. As a matter of fact, my great aunt
Kate was at the forefront of pushing the
company, certainly into the European
market, but ultimately, the world.
34
gleason
in the USA, Germany, Switzerland, China, Japan and India.

In addition, of course, there are numerous technical centers
and sales offices around the world.
We have 13 manufacturing plants around the world, and
we have Gleason people in more than 25 countries, Perrotti
says.
Gleasons recent acquisitions have also significantly
expanded its product offerings. Whereas once the company
was known mostly for its strength in bevel gear technology,
now it aims to be the Total Gear Solutions Provider. Apart
from significantly expanding its cylindrical gear technology through the acquisitions mentioned above, Gleason has
also added significant other gear manufacturing and related technology, including gear inspection (M&M Precision
Systems acquired in 2005); expanding mandrels (Lecount
acquired in 2007); plastic gears (K2 Plastics acquired in
2011); and automation (Distech Systems acquired in 2014).
In effect, weve taken little pieces of expertise and technology and systematically added those, with an eye to also
making sure that our geographic strategy of world markets
was an inherent part of that, says James S. Gleason.
We are always looking at opportunities which are
aligned with supporting our customers and that we think
are not too far from our core competencies, and that main
competency is gear process knowledge, Perrotti adds.
Officially, Gleasons 150th anniversary doesnt take place
until June. Were going to have a large gala celebration
here in Rochester, says Perrotti, with a lot of our local
employees, our leadership and our sales representatives
from around the world.
But clearly the celebration has already begun.
We thank all of our employees, literally the tens of thousands of employees who have worked for Gleason over the
years, Perrotti says, and
we thank our customers, many of which with
whom weve had relationships that go back more
The machine assembly bays at the
Gleason Works in Rochester, 2014.
than a centur y. Were
proud of our past but
even more excited about
our future.
Gleasons bevel gear turning department, circa 1911.

Gleason Corporation
1000 University Ave.
P.O. Box 22970
Rochester, NY 14692-2970
(585) 473-1000
Fax: (585) 461-4348
www.gleason.com
35
feature
Getting in Gearwith the

Chain of Innovations
Frank Burke
At the dawn of the Industrial
Revolution, so-called mechanics were tasked with devising
the precise methods that would
make mass production possible.
The result was the first generation of

machine tools, which in turn required
improved tooling and production methods. The demand/response dialecticknown as the chain of innovationremains operative in the present
day and has in fact been especially energized by new technologieseven in traditional, mature industries.
In the gear making industry, the leading edge is represented by those shops
involved in prototype development. One
example is Delta Research Corporation
of Livonia, Michigan, active since 1952
in the manufacture of prototype transmissions and gear components for the
automotive, aerospace, defense, mining, and other industries. And with the
acquisition of its sister company, Delta
Gear, the company has combined prototyping with production capabilities and
Ring gear hobbing set-up.
today produces over 1.5 million gears

per year.
According to Tony Werschky, director
of sales and partner at Delta Research,
Our primary production includes parallel access gears, including spur and
helical configurations up to 30 inches;
most are actually less than 20 inches.
We also make spiral bevel gears up to
20 inches. We now have three facilities
totaling 132,000 sq. ft.,
and as weve grown,
weve realized that in
Tony Werschky, director of sales and partner
at Delta Research (left), and Pete diMascio,
order to achieve the
director of Gear Technology.
highest quality standards for our customers, we would have to
embrace high-precision,
automated methods and
develop a workforce of
highly trained professionals. The fact that
we can offer the services and achieve the production we do indicates
that it was the right formula.
Because of the companys longstanding
relationships and experience in the automotive industr y, Delta
Research recently experienced a chain of
36
innovation moment. As Pete DiMascio,

director of gear technology at Delta
Research, explains:
The increased interest in both hybrid
and all-electric cars has resulted in an
urgent demand for a silent transmission.
Transmissions have come a long way in
terms of noise reduction, but the whole
or partial elimination of the sounds produced by an internal combustion engine
demand even quieter operation. This
translates to higher precision in the gear
design in order to reduce noise.
Also, in an effort to conform to CAFE
(mileage) standards set by the government, virtually every component is being
reviewed in terms of weight and performance. As a result of the new requirements and technology that is available
to the industry, were currently producing gears previously undreamed of in the
automobile industry.
The development process includes the
processing of different grades of steel as
they are tested for durability and wear.
Steels include case hardened or carburized 5120, 4320, and 8620, as well as
induction hardened and nitride 4140.
DiMascio comments, When we deal
with automotive prototypes, we have to
be aware that we are not just manufacturing the prototype. We offer manufacturing feasibility to our customers,
keeping in mind that these gears, shafts
workholding
or assemblies will eventually be produced in high volume, once the optimum design is selected. Even though we
typically produce only 20 to 50 to 100
pieces in prototype runs, our production
experience has helped us and our customers develop the future manufacturing model.
Key to the process is precision workholding, and Delta has standardized on
Hainbuch precision chucks and arbors
in the gear making process. Werschky
recalls, When making larger volumes
of prototype gears, we could no longer indicate every piece prior to finish machining. We needed precise yet
flexible part-holding. Custom tooling
required us to finish the part-holding
diameters and faces to highly precise
and consistent tolerances; this was not
optimal for us. Using the Hainbuch
expandable arbors allowed us to continually produce consistent, high-precision
parts without having to indicate or overmachine the finished part-holding tolerances. DiMascio adds, The Hainbuch
chucks give us expansion capabilities up
to 0.010 inch, depending on the diameter of the collet.
The Hainbuch chucks Quick Change
capabilities also offer significant advantages in that it is possible to change the
collet size within minuteswithout
having to change the base chuck (which
can take hours).
Typically, teeth are roughed out with
lower-cost tooling but finished with high
precision grinding up to, in some cases,
.00004 inch. Hard-finished teeth at that
degree of precision havent previously
been used in automotive transmissions,
Werschky says, but the combination of
hardened materials, precision, and fine
surface finish not only reduces noise but
results in longer gear life. The change to
precision workholding has resulted in
other improvements as well, DiMascio
explains.
We have developed a tooling library
to optimize the Hainbuch advantage.
Ring gears before and after machining.
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37
feature
GETTING IN GEARWITH THE CHAIN OF INNOVATIONS
Gear blank positioned for hobbing.
These chucks work extremely well with

robot and/or gantry load/unload systems, and have proven invaluable to our
automated processes. Also, weve saved
tens of thousands of dollars in tooling
costs since weve equipped all of our
gear making machines with Hainbuch
chucks.
For Hainbuchs Larry McMillan,
Precision machining, especially in automated systems, begins with workholding, and the Hainbuch expanding arbor
design offers several significant advantages. It expands to plus or minus 250
microns (.010 inch); its available in dif-
ferent sizes, so its both easy and economical for shops to standardize; and it eliminates additional support operations.
If there is such a thing, I would consider Delta Research a gear boutique.
Theyre defining the solutions that will
ultimately become standards for the
automotive industry.
Werschky agrees. Today, everyone
is operating smarter. For test purposes,
the automotive industry will ask us to do
100 samplesrather than 20and finish them at different stagesproviding
them with a library of samples in which
to test. As Deltas DiMascio observes,
When changes have to be made, we

can do it in real time. And the ability to
meet that demand is what makes Delta
Research an excellent partner for our
customersand the latest link in the
chain of innovation.
Delta Research Corp.

32971 Capitol St.
Livonia, Mi 48150
734 261-6400
www.delrecorp.com
Hainbuch America Corp.
W129N10980 Washington Dr.
Germantown, Wi 53022
414 358-9550
www.hainbuchamerica.com
Frank Burke has over
35 years of experience
in the machine tool and
allied industries. He
started his career with
Cincinnati Milacron and
subsequently worked
with White-Sundstrand
Machine Tool Corp. Burke has twice presented
to Canadas Advanced Technology Think Tank
and has written extensively on technology
and communications. He holds an MBA from
The Wharton School of the University of
Pennsylvania.
Hainbuch system showing collet prior to part loading.
38
Make Your Atmosphere Furnace Work for You:
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for Carburizing and

Quenching
Throughout the manufacturing process, heat

treatment is consistently viewed as a critical step
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teeth cutting and grinding is essentially useless
and of little to no value without heat
treatment. In addition, without reliable and
repeatable heat treatment, it is impossible to
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technical
Non-Involute Gearing, Function

and Manufacturing Compared to
Established Gear Designs
Dr. Hermann J. Stadtfeld and Jasmin K. Saewe
Introduction
The standard profile form in cylindrical gears is an involute. Involutes are

generated with a trapezoidal rackthe
basis for easy and production-stable
manufacturing (Fig.1). However, the
resulting involute shape not only fulfills
the law of gearing for a smooth transmission of rotation and torque; it also
presents the most robust mathematical
profile function regarding center distance changes and other misalignments.
Involutes can be modified with a profile
shift in order to avoid undercut and to
provide a strength balance between pinion and gear. The profile shift can also
be used to accommodate certain center distances that are considerably afar
from the theoretical center distance for
a standard gearset. Involute gearing has
line contact between the two mating
members. Under load, the contact lines
change to elliptical contact areas.
The elasto-hydrodynamic of involute gears is well known and easily optimized. The pitch line (pitch point in
Fig.2) separates the addendum and the
dedendum of the tooth profiles. The
sliding and rolling velocities move the
profile contact from the top of the gear
tooth to the pitch point. The direction of
the sliding velocity changes at the pitch
point but the rolling velocity direction
remains constant. The sliding velocity
directional change at the pitch point
causes a zero sliding velocity condition
in an infinitesimally small area around
the pitch point. In other words, only a
relative rolling without any sliding exists
between the two mating profiles.
The absence of sliding presents a critical caused by the deteriorating hydrodynamic conditions around the pitch
point, or pitch line. High load and low
speed reduce the ability of the lubricant
Positive Profile Shift
Zero Profile Shift
Work Roll
Work Roll
x .m
Line
x .m
Pitch
Circles
Line
of E
Work
nga
gem
ent
Pitch Line
of E
Generating Rack
Datum Line
Generating Shift
Work
nga
gem
ent
x. m = 0
Pitch Line
Figure 1Generating principle of involute gearing.
Figure 2Profile sliding and rolling of involute profiles.
tooth shapes
This paper was first presented at the Gleason Corp-hosted 5th (2014) U.S./ WZL Gear Conference.
42
to maintain a surface separating film.

Good gear design and modern, high-performance oils can eliminate this pitch line
phenomenon (Ref.1).
Scientists and inventors frequently
introduce new, non-involute gear profiles.
The major target of those profile or tooth
forms is the reduction of the relative curvature between the two contacting flanks
in every roll position. Many of the proposed systems seem to have a close relationship to the cycloidal tooth profile as it
is used in clocks and watchesor to the
Wildhaber-Novikov design, first introduced by Ernest Wildhaber in 1910.
The main argumentoften quoted
as explanationas to why those gear
types have not been discussed and examined much earlier is the fact that current
computation technology and mechanical
machine tools of the past were incapable
of utilizing both the complex tools as
well as the complicated machine motions
needed in order to create the non-involute profiles.
This paper discusses the proposed
non-involute and involute-related profiles
with their advantages and disadvantages.
The criteria of the discussion are:
Design calculation
Analysis and optimization possibility
Ease of tool manufacturing
Accuracy of tool geometry
Production-stable manufacturing
Robust operating performance
After an analysis of alternative cylindrical gear tooth profiles, some new bevel
and hypoid gear geometries that have
been proposed during the past decade are
discussed as possible replacements for the
traditional face hobbing and face milling
systems.
Involute-based cylindrical gearsas
well as bevel and hypoid gearswent
through a multiplication of their power
density during the past 20 years. In order
to create a fair discussion with objective
comparisons, the last part of this paper
is devoted to present the latest advancements of traditional involute gearing
using the example of asymmetric cylindrical gear designs.
Cycloidal gears. Cycloidal gearing has
been described as center distance maintaining. The S-shaped profile of the generating rack teeth will form S-shaped
teeth and generate a force in the center
distance direction in order to move the
Figure 3Cycloidal generating rack profile development.
meshing gears to the correct center distance location (utilizing the axes play of
the gears in watches).
A development of a cycloidal generating rack tooth profile is shown in Figure
3. The reference line or pitch line separates the addendum and dedendum of
the tooth. One roll circle, that is located
above the pitch line, rolls to the left and
generateswith one fixed pointthe
addendum of the right flank. A second
roll circle rolls on the pitch line from
below and generates the dedendum of the
right flank (Fig.3). The two profile sections meet at the pitch line, where both
cycloids have an infinitely high curvature.
The cycloidal tooth profile is S-shaped,
which achieves in the rolling interaction
between mating flanks a large contact
area on the flank surfaces. The convex
addendum has constant rolling contact
with the concave dedendum. Surface
stress is greatly reduced compared to
involute gears due to this arrangement,
while the root bending stress can potentially be somewhat lower because of the
concave dedendum profile, which blends
without curvature reversal into the root
fillet radius.
Cycloidal gear profiles can be generated with generating rack tooth profiles,
like the one shown in Figure 3.Those profiles must be calculated and manufactured dependent upon the individual gear
pair. Standard generating profileslike
the straight line in involute gearingare
not possible. Another possible process
to manufacture cycloidal tooth profiles

uses a pointed tool, which follows the
cycloidal profile, guided either by cams or
interpolating axes motions.
The tools to manufacture cycloidal
gears are either special and, therefore,
expensive, or the manufacturing process
is very slow. The center distance-maintaining feature is only of interest if the
axes position can float. In regular power
transmissions, where the center distance
is rigid, but might vary from the theoretical center distance, motion error and
vibration are generated.
Wildhaber-Novikov gears. The Swissborn Ernest Wildhaber invented in
1926, shortly after his immigration to
the United States and his employment as
Gleason scientist, a helical gear profile
which was cut with a circular arc profile rack cutter (Ref.2). Thirty years later,
Mikhail Novikov invented in Russia a
similar system which featured tooth profiles that are circular in the transverse
plane (Ref.3). Because of the similarity
of the two independent developments,
cylindrical gears with circular tooth profile have been called Wildhaber-Novikov
gears. Not only are the tooth profiles circular, but the slots of the gear have the
appearance of half-circles and remind in
its shape of a sprocket. Figure 4 reveals
that the gear slots have profiles with
two equal radii, connected with a smaller radius in the root, which blends with
the flank radii. The pinion profile radii
are smaller than the profile radii of the
43
technical
gear, and are connected at the top with a
straight line.
In order to transmit a constant ratio,
the contacting point between the two circular flank surfaces must be kept at the
same profile location, which is preferably
a point at mid-profile height with a desirable pressure angle. This point is called
the profile reference point (Fig.4). The
different radii of pinion and gear flanks
(p1 and p2) have to be oriented normal
to the profile reference point, but with
a larger gear radius value and a smaller
pinion radius value (Fig.4, left). Keeping
the contacting point in the same initial
profile location (Fig.4, left) during an
incremental pinion (and gear) rotation
can only be realized with the introduction of a helix angle; the helix angle must
be defined such that for a certain pinion
rotation the profile rotates back to the
initial position. Subsequently, the gear
profile also has to rotate back into the initial position by an angular amount equal
to the angle of the pinion rotation, divided by the ratio between the two members.
The method of corrective rotation of
the tooth profile in order to transmit a
constant ratio is visualized (Fig.5). The
first point of contact between the meshing teeth is shown in the upper graphic
as the connecting point of R1 and R2. As
the gears rotate to an advanced angular position, the radii R3 and R4 would
transmit a different ratio because the vector lengthas well as the normal vector directionchanged. The cylinder in
the lower graphic demonstrates that if a
flank line with a particular helix angle is
used that rotates the contacting point for
incremental rotations into the horizontal axis connecting plane, then contact
movement (Fig.6) can be expected. The
ratio will remain constant in this case
because the radiiand the normal vectors in the horizontal plane along the reference cylindersremain constant.
A simple example: A pitch angle of 24
and a contact ratio of 1.0. If the pinion
is rotated by 24 and the initial contact
at the profile reference point is located at
the front face of the teeth, then the back
rotation of the profile has to occur as the
contact moves along the face width to the
back face of the teeth.
44
Figure 4Wildhaber-Novikov tooth profile design.
Figure 5Line of engagement is kept at centerline connecting plane.
The helix angle at the reference radius

is calculated: R=arctan (RRP/F)
Example:
Given:
Ratio
i=2
Face width
F=50mm
Pinion pitch radius RP1=38mm
Pinion reference radius
RR1=41mm
Pinion angular pitch P1=24
Gear pitch radius RP2=76mm
Gear reference radius
RR2=73mm
Gear angular pitch P1=12
Wanted helix angle along pitch line in case of
face contact ratio=1.0:
Pinion helix angle at Ref.rad.: R1=arctan
(4124/180/50)=18.95
Pinion helix angle at pitch rad.: 1=arctan (tan
(18.95)/4138)=17.66
Gear helix angle at Ref.radius: R2=arctan
(7312/180/50)=17.00
Gear helix angle at pitch radius:
2=arctan (tan (17.00)/7376)=17.66
The example shows that a particular

Wildhaber-Novikov gear design requires
a particular helix angle that depends on
the desired contact ratio and the face
width. The explanation and the calculation also show that the transverse contact
ratio of Wildhaber-Novikov gears is zero
and the modified contact ratio is equal to
the face contact ratio.
The advantages of circular tooth profile
are the large contact area. Russian studies
from the 1950s and 1960s report about
three-to-five times the load-carrying
capacity, without detrimental pitting or
wear. The reports also state that the circular wedge geometry between the contacting circles that moves along the face
width, pumps the lubricant into the contact area and generates oil film thicknesses up to 10 times that of involute gearing, which should also improve efficiency
(Chironis). Disadvantages include the
more complicated rack tool geometry, the
high influence of the helix angle to the
smoothness of transmission, as well as
the sensitivity of center distance changes.
The helix angle in Wildhaber-Novikov
gears is not a design freedom like in involute gearing, but is exactly given for each
particular design. The operating vibration and noise of Wildhaber-Novikov
gears has been reported to be higher than
that of comparable involute gears.
The original Wildhaber-Novikov tooth
profiles are basically half-circles, which
call for a certain pressure angle change
between top and root. The end of the
internal circle towards the top and the
external circle towards the root are given
by a pressure angle that drops below 5.
Figure 6Contact movement maintains constant ratio.
Figure 7Extended version of Wildhaber-Novikov gears.
Because of this constraint, WilhaberNovikov teeth consist of less than a halfcircle, which results in tooth depths that
are about 1.2 times the module, compared to 2.2 times the module for standard involute gears. The pressure angle
change along the profile-per-unit-length
in case of less than a half-circle is a multiple of the involute curvature change. This
is an additional reason to the non-involute profile function for the high sensitivity to center distance changes of pure circular profile forms. The low-profile teeth
show a very high stiffness, which often
is falsely judged as an advantage and a
contributor to high power density. More
optimal is high stiffness at the root of the

teeth and elasticity from mid-dedendum
to the tip. The elasticity contributes to a
reduced entrance impact during meshing at different loads and improves the
load sharing between consecutive tooth
pairs. In order to account for those facts,
Wildhaber, as well as Novikov, mentioned
in their teachings the possibility to extend
their ideas to double-circular profiles that
consist of a convex circle at the addendum and a concave circle at the dedendum (Fig.7).
All variations of Wildhaber-Novikov
gears can be manufactured by the hobbing and shaping processes. Depending
45
technical
upon whether the tooth normal profile
or the tooth transverse profile should be
of circular shape, the cutter rack profile
must consist of modified curves (no circles) to accommodate for the generating
motion between cutter and work. Also,
the use of circular-shaped rack cutters is
mentioned in the literature, which would
of course generate complex non-circular
profile curves.
Profile development. Shigeyoshi
Nagata, a professor at the University of
Tokyo published a paper in 1981 where
he discusses a proposed improvement of
the extended Wildhaber-Novikov profile

design (Ref.4). Nagata bases the profile
definitions not on the gear teeth, but on
the rack cutter or reference profile. The
basic construction of this profile is represented in Figure8. The new profile has
a circular addendum and a dedendum
that consists of two involutes that blend
at mid-dedendum. The upper dedendum
is developed with a cordunrolled from
the upper base circlewhere the lower
dedendum is developed with a cord that
unrolls from the lower base circle. The
addendum is circular (Fig.8) and has a
Figure 8Wildhaber-Novikov-Nagata profile construction.
Figure 9Convoloid tooth profile.
46
nominal pressure angle at mid-addendum.

Nagata shows in a theoretical evaluation a significant reduction in center distance sensitivity of the improved profile
combination of circular and involute elements. In a following study, Nagata tested
a variety of Wildhaber-Novikov-Nagata
gears and published the results with recommendations for optimal parameters
in 1985 (Nagata 85). The manufacture of
Wildhaber-Novikov-Nagata gears is possible by hobbing and shaping. All common hard-finishing methods can also
be applied if the tool profile is formed
accordingly. Like in standard WildhaberNovikov gears, the helix angle is required
and differs depending on the individual
gear design.
Convoloid gearing. Bernard Berlinger
and John Colbourne introduced in a
paper, published in 2011, a tooth form
called Convoloid (Ref.5). The new tooth
form appears optically very similar to the
Wilhaber-Novikov-Nagata development
(Fig.9). The addendum has a convex
shape, while the dedendum is concave.
The transition zone at the pitch point
seems to be S-shaped rather than the
straight section of Nagatas development.
The authors report that the tooth profiles
are computer calculated as a point cloud
for each application case individually.
O n e i nte re st i ng c on clu s i on of
Berlingers and Colbournes findings is
the fact that while involute gearing fit
well with traditional, mechanical gear
manufacturing machines, it is outdated
for todays engineering and manufacturing environment. Test rig investigations
of Convoloid gears resulted in 20%-35%
increased torque levels vs. involute gearing. The center distance insensitivity of
involute gears seems not to be given, but
the inventors state that the Convoloid
gears can withstand the customary
deflections given in modern gearboxes.
An interesting aspect of Convoloid
gears is that the tooth contact can move
from root to top while maintaining the
correct ratio. This makes Convoloid gears
independent from the helix angle and
allows a choice of suitable helix angles,
depending on gearbox application
requirements. The Convoloid profile of
Figure 9 refers to the final teeth, not to
the rack profile. In order to establish the
rack cutter profile, the kinematic rela[www.geartechnology.com]
tionships, e.g., of a hobbing process, have

to be employed to calculate a point-based
cutting edge definition.
S-shaped tool profile for spiral bevel
gear cutting. Stepan Lunin discussed a
Wildhaber-Novikov-style profile for a
bevel gear cutting tool in a paper published in 2001 (Ref.6). The profile consists of radii and straight lines (Fig.10).
The pitch line of spiral bevel gears is in all
cases of non-miter gears located towards
the pinion root (positive profile shift)
which will create profile sliding at the
location of the transition wave. Profile
sliding during the generating process will
eliminate or mutilate the transition wave,
which makes the intention of the midsection of the proposed profile questionable.
The goal of using such a profile might
be the reduction of unit surface pressure
with an increase of power density. This
could be accomplished with the extended
Wildhaber-Novikov profile that would
also eliminate the complicated tool midsection, which is not believed to serve
any practical purpose. The paper doesnt
mention the relationship between profile
and spiral angle. Because of the circular
profile sections, it is assumed that the
tool profile in Figure 10 requiresjust
as with the Wildhaber-Novikov gearsa
particular spiral angle in order to maintain the correct transmission ratio during
the meshing of the mating members. This
will make the gearsets generated by the
tool profile in Figure10 sensitive to housing tolerances and deflections.
Toroidal drive. The inventor M.R.
Kuehnle developed the idea of a compact
and high-power- density, high-reduction
planetary unit. The heart of the unit
is a toroid which consists of a mounted
upper and a lower half-toroid (Figure
11 shows the upper-half of the toroid ring
gear). The toroid has internal spherical
threads that are the grooves for balls that
connect the toroid with a sun gear via
planets and planet carrier. The arrangement between center unit (sun gear
worm), planets and planet carrier motion
is shown in Figure 12. The sun gear unit
is a multi-start, spherical worm (similar
to a throated worm)(Ref.7).
The toroid-shaped unit is normally
used as the transmission housing. If the
sun unit is used as an input shaft, then
the planets will rotate along the grooves
Figure 10S-shaped cutting blade profile for spiral bevel gears.
Figure 11Upper-half of the toroidal ring gear.
of the internal toroidal threads that initiate a slow cage rotation (cage as output shaft). The principle of planet and
cage rotation is shown in Figure 13. The
inventive properties of the toroidal gearbox are high reduction with compact
gearbox (high power density) and low
wear.
In order to streamline the design of
the toroidal gearbox and verify the attributes of its functionality with scientific
data, the inventor consulted the Institute
of Machine Elements of the Technical
University of Aachen. The scientists and
engineers at the institute brought all com-
ponents to a high level of mechanical

design and manufacturability.
Kuehnle stated his toroidal transmission will out-perform worm gear, planetary and cycloidal transmissions for
medium to high ratios. Center worm
and planet units seem straightforward in
manufacturing and assembly. However,
the spiral grooves in the split, internal
toroidal gear components are difficult
to manufacture and will, post-assembly,
present a disturbance in the smooth rolling of the balls at the fitting seam.
Globoidal gearing. Yakov Fleytman in
1999 invented a tooth form that mostly applies to hypoid gears. Fleytman
47
technical
claims the strength of his new hypoid
gear design is three times that of traditional hypoid gears (Ref.8). It seems that
the creation of the gear tooth was done
by using simple straight or twisted surfaces. The pinion flank surfaces might
have been generated with simulation software, similar to Vericut. The gear can be
defined as a tool and the axis positions
of pinion and gear in a given hypoid gear
box can be used as tool and work position in order to simulate the generating process of the pinion flank surfaces.
Fleytman uses the kinematic coupling
condition to generate the pinion teeth
where the gear is used as a generating ele-
ment. Flank profile and tooth lead form

seem different to common bevel and
hypoid gears because no customary profile requirements are mentioned and the
equivalent pitch elements are not related
to the transmission ratio (Fig.14).
Globoidal gears cannot be manufactured using traditional manufacturing
methods. Prototypes have been manufactured with 5-axis machines, but no
reports of evaluation results have become
public.
Cosine gears. HPG in the Netherlands,
a company that developed 5-axis machining technologies for the soft and hard
manufacture of bevel gears, introduced
Figure 12Worm (sun gear), planets and planet carrier cage motion.
Figure 13Toroidal, spiral motion and cage rotation.
48
in 2007 a bevel gear with a sinusoidally

formed flank line with the claim of 40%
increased load-carrying capacity (Ref.9).
The teeth of that system have some similarity with the herringbone teeth in
cylindrical gearing. The observer of the
photographs in Figure 15 notices large
variations of the tooth thickness and a
curvature inflection point at each side
of the center. It appears that the reason
why the inventor anticipates a higher
strength could be given by the curved
profile in the center of the face width.
The reversal with a lowering of the spiral
angle towards the ends of the teeth seems
unjustified and results basically in teeth
with no spiral anglewhich gives them
similar properties to ZEROL bevel gears.
Real herringbone gears are two connected helical gears with opposite helix angle
directions. The advantage is a complete
cancellation of all axial forces, combined
with a very smooth mesh characteristic
in their operation. The two opposing sections of herringbone gears are separated
by a groove in order to eliminate the singularity at the point of helix angle change.
This common herringbone gear design
takes advantage of the smooth meshing and the high strength of helical gears
without the disadvantage of rolling disturbance in the transition area between
right- and left-hand sections.
It appears that the developers of the
gear in Figure 15 supposed that the separation groove of herringbone gears is
strictly the result of a manufacturing limitation of the traditional manufacturing
methods and believed that the curved
flank line at the center of the face width
would increase the strength. The additional reversal of the flank line curvature
Figure 14Globoidal, angular gear pair.

towards the end of the teeth is probably

also only done because it wouldnt be
possible in traditional manufacturing.
Meshing conditions of bevel gears
without a spiral angle are best with
straight bevel gears and deteriorate with
ZEROL bevel gears. The smooth screwing into mesh like in spiral bevel gearing
is not possible with the cosine teeth in
Figure 15. The face contact ratio is slightly above zero and will not contribute to
improved strength. The cosine-shaped
tooth form prevents elastic deformation
under load, which in spiral bevel gears is
used to achieve a smooth meshing and to
increase the load-sharing between consecutive tooth pairs. Hartmuth Mller
published theoretical investigation results
of bevel gears with sinusoidally shaped
flank lines and concluded that their
rolling performanceas well as their
strength propertiesis far below any
average spiral bevel gear set (Ref.10).
Asymmetric tooth gears. The two flank
profiles of involute gearing are generally
developed from a common base circle.
In this case both flank profiles have the
same pressure angle and are mirror images from each other. With the development of hypoid gears, Ernest Wildhaber
in 1930 developed the asymmetric tooth
profile (Ref.11). Wildhabers development eliminated the conflict that the path
of engagement of the drive-side flanks
and the coast-side flanks was not equal
if hypoid gears were manufactured with
equal pressure angles.
Today, asymmetric spur gear profiles
that have been proposed for more than
20 years are discussed and applied to
practical applications. The goal is not to
extend the angle of engagement, as it was
for Wildhaber, on the drive-side of hypoid gears. Extending the active line of
engagement would require a reduction of
the pressure angle. Alfonso Fuentes et al.
(Ref.11) proved in an analytic comparison that especially flank surface stress is
reduced on the driving side by increasing the pressure angle. A tooth mesh with
asymmetric pressure angles is shown in
Figure16. Alexander Kapelevich promoted asymmetric cylindrical gears for many
years (Ref.12) and wrote calculation software that allows design calculations for
optimized geometries.
The problem is not only the manufacturing of asymmetric spur gears. It

seems to be the fact that additional optimizationslike circular top reliefhave
to be applied in order to make the
improvement visible. Fuentes developed
first an optimal top relief for a baseline
design and then converted the gearset
to asymmetric profile. However, he created comparable gearsets with symmetric
and asymmetric profile and was able to
achieve contact stress reductions in the
vicinity of 10%.
Several bevel gear manufacturers
accepted the publications findings and
research in asymmetric spur gears and
applied moderate amounts (up to 4) of
asymmetric pressure angles to their traditionally symmetric spiral bevel gears
in order to improve the load-carrying capacity of mostly unidirectionalused angular transmissions. The positive experiences with spiral bevel gears
allow the conclusion that, not only spur
gears, but also helical gears would benefit
from asymmetric profiles. Because of the
individually ground cutting blade profiles, this technology seems to gain more
acceptance in bevel gearing. For cylindrical gears the introduction of asymmetric
profiles would require a departure from
standard hobs and may require additional
profile corrections in order to work out
the full advantages of asymmetric gearing, which seems to be a large step and
thus precludes ready acceptance in the
industry.
Figure 15Ring gear and pinion with cosine

teeth (Source: hpg-nl.com).
Figure 16Asymmetric tooth engagement.

49
technical
Summary
The tooth shapes discussed here can be

sorted into those with interesting physical
properties and those without sufficiently proven functionality. It is quite true
that validating a new system is difficult
if the technical community rejects the
idea based on solely subjective reasons.
This would prevent any private or public
research funding. However, many of the
new tooth profile solutions discussed in
this paper are based on brilliant ideas that
failed to have a breakthrough for similar
reasons, as why, for example, the Wankel
engine never replaced the stroking piston
engine.
Cycloidal gears have been used for
watches and clocks. Even though they
are center distance-sensitive, the watch
designer allows rather large center tolerances in connection with axle bearing
play. The S-shaped profiles of the mating cycloidal gears develop a self-centering force that forces the gears to roll with
correct center distance. The advantage of
this design was the manufacturing cost
reduction due to large bearing position
tolerances and large axle play. The large
bearing play in turn would guarantee
low friction in the sleeve bearings, which
achieves one important objective of chronometers. Manufacturing of the cycloidal
requires specially formed tool profiles, or
pointed tools, that move along a cycloidal
path. The advantages cycloidal gears have
in watches cannot be duplicated in industrial power transmissions.
Wildhaber-Novikov gears have proven
their increased load-carrying capacity, yet
show significant center distance sensitivity, are difficult to manufacture, require
non-standard tools and depend on a specific, pre-determined helix angle in order
to transmit a constant ratio. Changes in
center distance and axes inclinations due
to tolerances and deflections will introduce significant motion errors and transmission vibrations, which would increase
the cost for shafts, bearings and/or housing in order to reduce tolerances and
deflections. Even then, the robustness
and mechanical intelligence of involute
gearing that provides them with smooth
rolling through many million cycles
could not be achieved. The extended version of the Wildhaber-Novikov profile
has an S-shapejust like the Cycloidal
profile that adds the self-centering ability
50
to the properties of the half-round profile of Figure4.

The Nagata development is very similar to the extended Wildhaber-Novikov,
but requires rather more complicated tool
geometry. The S-shaped profile makes
it an additional version of the Cycloidal
gear type with similar physical properties. Center distance sensibility and difficult manufacturability also prevented the
introduction of this gear type in power
transmissions.
Convoloid gears, with their dedendum
transition point, which is a flat spot
in a finite profile section, cannot accept
significant center distance changes. The
flat section of the two mating profiles
must be located precisely during the rolling process to separate addendum and
dedendum rolling. The separation may
interrupt the hydrodynamic lubrication,
and misalignments may cause rolling
of the transition flat into addendum or
dedendum, which will create roll interference. The transition flat prevents or
complicates the profile generation with
a reference profile on a tool like a hob.
Convoloid profiles seem to present the
disadvantages of cycloidal profiles, with
increased vulnerability around the pitch
line.
The S-shaped bevel gear profile is
very similar to the Convoloid profile.
However, where the Convoloid profile
is the result of an analytical mesh and
contact area optimization, the singularity of the S-shaped bevel gear profile in
mid-profile will not permit relative profile sliding in this section; this makes this
proposed profile unusable in practical
applications.
Globoidal gears use the kinematic coupling conditions of formate gears. The
profile of the gear member is basically chosen to be straight and the pinion
member is generated with respect to the
desired ratio, shaft angle and center distance. The principle of interacting pitch
elements is not applied, which leads to
high relative sliding and can cause partial
mutilation to the flank surface.
Cosine gears have been discussed to
also elaborate on flank line ideas which
do not conform to the common mathematical flank line functions. Cosine gears
might have the ability to hold higher
torques in a non-rotating, static condition. The attempt to design a gearset with
performance advantages resulted in this

case in load-carrying capacity similar to
straight bevel gears, and a rolling performance that cannot compare to standard
spiral bevel gears.
Asymmetric gears build upon the
strength of involute gearing, with the
acknowledgement that in case of a preferred driving direction, the properties
of the driving flanks can be improved
by taking away from the non-driving,
or coasting, flanks. The practical results
of transmissions with asymmetric gears
show a significant increase of power density due to an improvement of root bending strength and higher surface durability. Investigations showed that the full
advantage of asymmetric gearing vs.
gears with symmetric involutes can only
be realized if sensible tip relief modifications are applied. This in turn creates a
problem for many manufacturerseven
those that mass-produce, say, automotive
transmissions. The wealth of experience
that has been compiled over decades that
found its way into the international standards, as well as the material application
tables, has no or only limited use for the
dimensioning and design of asymmetric
gears. Also, the cutting tools are now not
standard tools anymore. Different pressure angle offsets for different applications and gear design parameters in connection with circular tip relieves of different amounts will not only make existing
tooling obsolete but also eliminate todays
standards in hobs and even shaper cutters which will result in increased cutting
tool cost and contribute to longer tooling lead times. The fact that asymmetric
gears have not had a breakthrough yet is
the result of those obstacles. However, the
symmetry offset, as well as tip reliefs or
other corrections, could be standardized,
depending on module and application,
which would remove the major obstacle
for the broad application of asymmetric
involute gears.
Conclusions
The motivation to change from involute

profiles and proven straight or curved
flank lines to alternative shapes is fueled
by the logic that, in todays time and age,
more than just incremental improvements should be possible, applying new
theories and sophisticated computation
technology. Those dramatic improve[www.geartechnology.com]
ments would consequently lead to

geometries that would appear exotic if
observed with the traditional viewpoint.
The objective of this paper was to observe
the published alternative tooth forms
with an open mind in order to find objective answers to the question of why the
interesting and sophisticated tooth form
proposals havent had a breakthrough in
the gear manufacturing industry.
In angular gear drives, the absence of
tight standards, as they exist for cylindrical gears, led to many gear types with different profile and lead functions. The fact
that bevel gear cutting tools have never
been standardized opened the door for
this variety of different processes and
tooth forms. The downside is that bevel
gear design and manufacturing is perceived as complicated, not straightforwardand expensive. The standards
in cylindrical gears, which are based on
standard reference profiles and involutes,
make design and manufacturing transparent and keep the cost of cylindrical
gear manufacturing relatively low.
The center distance insensitivity of
involute gears also applies in the relationship between generating rack and
work gear and therefore makes hobbing a very robust process. The fact that
every point along the involute has a normal direction that is tangent to the base
circle gives the involute its robustness
during manufacturing and in operation
(Fig.17) (Ref.13). All of the discussed
non-involute gears are sensitive to center distance changes and require individual tool designs. Standardization is
not possible or difficult, which presents
an additional risk in design and manufacturing. If higher load-carrying capacity, lower noise and increased efficiency
are goals of new gear geometries, then the
absence of standards and higher design
and manufacturing cost might be acceptable in some cases. However, the physical
properties of involute gearing are superior to most of the discussed non-involute
gears. The potential of asymmetric, involute tooth profile will allow significantly
improved cylindrical gears by maintaining the advantages of involutes. A broader interest on asymmetric gears could initiate the development of new standards
and wouldover timeallow the gear
community to gain sufficient experience
in this advanced system.
Nevertheless, it seems fair to say: The

involute is here to stay.
References
1. Stadtfeld, H.J. Gleason Bevel Gear Technology

The Science of Gear Engineering and modern Manufacturing Methods for Angular
Transmissions, Gleason Publication, ISBN 978-0615-96492-8, 2014.
2. Wildhaber, E. Gears with Circular Tooth Profile
Similar to the Novikov System, VDI Berichte,
No. 47, 1961, Germany.
3. Novikov, M.L. USSR Patent No. 109,750, 1956.
4. Nagata, S. And Y Ariga. Development of a New
Wildhaber-Novikov Gear with a Basic Rack
of Combined Circular and Involute Profile,
International Symposium on Gearing & Power
Transmission, Tokyo, 1981.
5. Berlinger, B.E. and J.R. Colbourne. Convoloid
Gearing Technology, Gear Solutions, Media
Solutions, INC Publishing, February 2012.
6. Lunin, S. New Methods of Gear Geometry
Calculation, the JSME International Conference
on Motion and Power Transmission, The Japan
Society of Mechanical Engineering, Fukuoka,
Nov. 15, 2001.
7. Troeder, C. Toroid-Getriebe
Forschungsvereinigung Antriebstechnik, FVA
Information Congress, Karlsruhe, November
1975.
8. Fleytman, Y. Worm Gear Transmission United
States Patent No. 6,148,683, November 2000.
9. Schlossig H.P. Auf einfachem Weg zu guten
Zhnen Werkstatt und Betrieb, Carl Hanser
Publishing, Munich, April 2007.
10. Mueller H. Function Oriented 5-Axes
Machining of Bevel Gears Seminar
Innovations in Bevel Gear Technology, WZL,
Technical University Aachen, March 2012.
11. Fuentes, A. On the Behaviour of Asymmetric
Cylindrical Gears in Gear Transmissions SAEChina and FISITA (eds., Proceedings of the
FISTA 2012 World Automotive Congress, DOI:
10.1007/978-3-642-33744-4_13, SpringerVerlag, Berlin, Heidelberg 2013.
12. Kappelevich, A. Asymmetric Gears:Parameter
Selection Approach, Gear Technology, June/July
2012, Pages 48-51, Randall Publishing Inc., Elk
Grove Village, Illinois.
13. Stadtfeld, H.J. Operating Pressure Angle, Gear
Technology, May 2013, Pages 5758, Randall
Publishing Inc., Elk Grove Village, Illinois.
Dr. Hermann J. Stadtfeld in 1978
received his B.S. and in 1982 his M.S. in

mechanical engineering at the Technical
University in Aachen, Germany; upon receiving
his Doctorate, he remained as a research
scientist at the Universitys Machine Tool
Laboratory. In 1987, he accepted the position
of head of engineering and R&D of the Bevel
Gear Machine Tool Division of Oerlikon Buehrle
AG in Zurich and, in 1992, returned to academia
as visiting professor at the Rochester Institute
of Technology. Dr. Stadtfeld returned to the
commercial workplace in 1994joining The
Gleason Worksalso in Rochesterfirst
as director of R&D, and, in 1996, as vice
president R&D. During a three-year hiatus
(2002-2005) from Gleason, he established a
gear research company in Germany while
simultaneously accepting a professorship
to teach gear technology courses at the
University of Ilmenau. Stadtfeld subsequently
returned to the Gleason Corporation in 2005,
where he currently holds the position of vice
president, bevel gear technology and R&D. A
prolific author (and frequent contributor to Gear
Technology), Dr. Stadtfeld has published more
than 200 technical papers and 10 books on
bevel gear technology; he also controls more
than 50 international patents on gear design,
gear process, tools and machinery.
Upon high school graduation Jasmin K.

Saewe, from April to June 2011, completed
basic training in metalworking during
her internships with German-based TRW
Automotive and Aleris Rolled Products.
In October 2011 she enrolled as a student
of mechanical engineering at the RWTH
Aachen University. At the Aachen University
Jasmin became a student research assistant
at the WZL, where she was involved with
practical gear cutting trials and tool life
investigations;this spurred her interest in an
internship with Gleason. Saewe in April 2014
began an internship in the R&D department at
The Gleason Works in Rochester, New York. As
of January 2015, Jasmin continues her studies
at the RWTH-Aachen University in order to
finish her Bachelors degree, while continuing
her employment as student research assistant
at the WZL.
51
technical
On the Correlation of Specific Film

Thickness and Gear Pitting Life
Timothy L. Krantz
The effect of the lubrication regime on gear performance has been recognized, qualitatively, for decades.
Often the lubrication regime is characterized by the specific film thickness defined as the ratio of lubricant
film thickness to the composite surface roughness. It can be difficult to combine results of studies to create a
cohesive and comprehensive data set. In this work gear surface fatigue lives for a wide range of specific film
values were studied using tests done with common rigs, speeds, lubricant temperatures, and test procedures.
This study includes previously reported data, results of an additional 50 tests, and detailed information from
lab notes and tested gears. The data set comprised 258 tests covering specific film values (0.47-5.2). The
experimentally determined surface fatigue lives, quantified as 10-percent life estimates, ranged from 8.7-86.8
million cycles. The trend is one of increasing life for increasing specific film. The trend is nonlinear. The observed
trends were found to be in good agreement with data and recommended practice for gears and bearings.
The results obtained will perhaps allow for the specific film parameter to be used with more confidence and
precision to assess gear surface fatigue for purpose of design, rating, and technology development.
Introduction
The power density of a gearbox is an

important consideration for many applications and is especially important for
gearboxes used on aircraft. One factor
that limits gearbox power density is the
ability of the gear teeth to transmit power
for the required number of cycles without
pitting or spalling. Methods for improving surface fatigue lives of gears are therefore highly desirable.
Gear and bearing performance is
strongly influenced by the lubrication
condition and the topography of the contacting surfaces. Research to understand
and optimize the performance of systems using gears and bearings has a long
history, and studies continue today to
refine the qualitative understanding and
quantitative relationships. The lubrication condition and surface topography
have a strong influence on all of friction,
scoring and scuffing, wear, micropitting,
and surface fatigue of gears and bearings.
The effect of oil viscosity and surface finish on the scoring load capacity
of gears was investigated experimentally
more than 50 years ago (Ref.1). Patching
(Ref.2) evaluated the scuffing properties of ground and superfinished surfaces
using turbine engine oil as the lubricant.
The evaluation was performed using
case-carburized steel discs. The discs
were finish ground in the axial direc-
tion to orient the lay perpendicular to the

direction of rolling and sliding, thereby
simulating the conditions normally found
in gears. Some of the discs were superfinished to provide smoother surfaces. The
Ra of the ground discs was about 0.4m
(16in), and the Ra of the superfinished
discs was less than 0.1m (4in). They
found that compared with the ground
discs, the superfinished discs had a significantly higher scuffing load capacity
when lubricated with turbine engine oil
and subjected to high rolling and sliding
speeds. They also noted that under these
operating conditions, the sliding friction of the superfinished surfaces was the
order of half that for the ground surfaces.
Others have reported similar trends while
producing more refined understanding
of the relationships of surface texture and
operating conditions to gear scoring and
scuffing (Refs. 3-6).
The influences of lubricant viscosity
and additives on gear wear were evaluated by Krantz and Kahraman (Ref.7).
Gears tested to study surface fatigue were
evaluated to quantify gear wear rates as
influenced by lubricant viscosity and
additives. The gears of that study were
case-carburized and ground finished. The
wear rates when gears were lubricated by
a nine-centistoke oil were about 10 times
lower than the wear rates when lubricated
by a three-centistoke oil. The measured
gear tooth wear rates strongly correlated

to the lubricant viscosity.
Studies of rolling element bearings
have shown that the bearing surface
fatigue life is influenced by the lubricant
viscosity and the surface roughness (Refs.
8-11). The influences have been condensed using the concept of specific film
thickness, also often termed the lambda ratio. The specific film thickness is
a ratio of the lubricating oil film thickness to the composite surface roughness
of the two contacting surfaces. When the
specific film thickness is less than unity,
the service life of the bearing is considerably reduced. The Society of Tribologists
and Lubrication Engineers (STLE) has
published a recommended life factor for
bearings that is a function of specific film
thickness (Ref.12). Some investigators
have speculated that the effect of specific film thickness on gear life could be
even more pronounced than is the effect
on bearing life (Ref.13). To improve the
surface fatigue lives of gears, the film
thickness may be increased, the composite surface roughness reducedor both
approaches may be adopted. These two
effects have been studied separately for
gears.
Townsend and Shimski (Ref.14) studied the influence of viscosity on gear
fatigue lives using seven different lubricants of varying viscosity. Tests were con-
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.
52
ducted on a set of case-carburized and

ground gears, all manufactured from the
same melt of consumable-electrode vacuum-melted (CVM) AISI 9310 steel. At
least 17 gears were tested with each lubricant. They noted a strong positive correlation of the gear surface fatigue lives
with the calculated film thickness and
demonstrated that increasing the film
thickness does indeed improve gear surface fatigue life.
Several investigations have been carried out to demonstrate the relation
between gear surface fatigue and surface
roughness. One investigation by Tanka
(Ref.15) involved a series of tests conducted on steels of various chemistry,
hardness, and states of surface finish.
Some gears were provided with a nearmirror finish by using a special grinding wheel and machine (Ref.16). The
grinding procedure was a generating
process that provided teeth with surface
roughness quantified as Rmax of about
0.1m (4in). A series of pitting durability tests were conducted and included tests of case-carburized pinions mating with both plain carbon steel gears
and through-hardened steel gears. They
concluded that the gear surface durability was improved in all cases because of
the near-mirror finish. They noted that
when a casehardened, mirror-finish pinion was mated with a relatively soft gear,
the gear became polished with running.
They concluded that this polishing during running improved the surface durability of the gear.
Nakasuji (Refs. 17-18) studied the possibility of improving gear fatigue lives by
electrolytic polishing. They conducted
their tests using medium carbon steel
gears and noted that the electro polishing process altered the gear profile and
the surface hardness as well as the surface roughness. The polishing reduced
the surface hardness and changed the
tooth profiles to the extent that the measured dynamic tooth stresses were significantly larger relative to the ground gears.
Even though the loss of hardness and
increased dynamic stresses would tend
to reduce stress limits for pitting durability, the electrolytic polishing was shown
to improve the stress limit for which the
gears were free of pitting by about 50 percent.
Hoyashita (Refs. 19-20) completed a third investigation of the relation

between surface durability and roughness. They conducted a set of tests to
investigate the effects of shot peening
and polishing on the fatigue strength of
case-hardened rollers. Some of the shot
peened rollers were reground and some
were polished by a process called barreling. The reground rollers had a roughness average (Ra) of 0.78m (31in).
The polished rollers had a Ra of 0.05m
(2.0in). Pitting tests were conducted
using a slide-roll ratio of 20 percent
on the follower with mineral oil as the
lubricant. The lubricant film thickness was estimated to be 0.15~0.25m

(5.9~9.8in). The surface durability of
the rollers that had been shot peened
and polished by barreling was significantly improved compared with rollers
that were shot peened only or that were
shot peened and reground. They found
that the pitting limits (maximum Hertz
stress with no pitting after 107 cycles)
of the shot peened/reground rollers and
the shot peened/polished rollers were
2.15GPa (312ksi) and 2.45GPa (355ksi),
respectively.
Figure 1NASA Glenn Research Center gear fatigue test apparatus:

(a) cutaway view; (b) schematic view.
53
technical
Table 1Spur test gear design parameters
ating conditions such
Number of teeth
28
as speed and load, it
Module,mm
3.175
is challenging to comDiametral pitch (1/in)
8
bine results. The presCircular pitch,mm (in)
9.975 (0.3927)
ent study was thereWhole depth,mm (in)
7.62 (0.300)
Addendum,mm (in)
3.18 (0.125)
fore carried out to
Chordal
tooth
thickness
ref.mm
(in)
4.85 (0.191)
quantify the correPressure
angle,
deg.
20
lation of the surface
Pitch diameter,mm (in)
88.90 (3.500)
fatigue lives of gears to
Outside diameter,mm (in)
95.25 (3.750)
specific film thickness.
Root fillet,mm (in)
1.02 to 1.52 (0.04 to 0.06)
In this work, experiMeasurement over pins,mm (in)
96.03 to 96.30 (3.7807 to 3.7915)
mental data from four
Pin diameter,mm (in)
5.49 (0.216)
Backlash reference,mm (in)
0.254 (0.010)
studies are combined
Tip relief,mm (in)
0.010 to 0.015 (0.0004 to 0.0006)
into one data set. All
experiments were conducted on the NASA Spur Gear Test Rigs 12, 21 and 23), many of the tested gears
using consistent test procedures and test and laboratory records were still availconditions (identical speed, torque, tem- able, and access to this information properature, oil jetting and filtration, test vided a unique opportunity to compile
gear geometry, and test gear manufactur- sufficient detail of information to coring quality). This study comprises 258 relate the experimentally measured gear
gear surface fatigue tests. The fatigue surface fatigue lives to a wide range of
data for the majority of the data set have specific film thickness.
been published previously (Refs, 14, 21
and 23). Townsend and Shimski (Ref.14) Test Facility and Testing
reported results of gear tests using seven Procedure
lubricants. Later, using gears made from The gear fatigue tests were performed in
the same melt of steel as used in (Ref.14), the NASA Glenn Research Centers gear
Townsend completed an additional 50 test apparatus. The test rig is shown in
tests using three more lubricants, but Figure 1(a) and described in Reference
he did not widely disseminate the data. 24. The rig uses the four-square principle
Those 50 fatigue tests are included into of applying test loads, and thus the input
the data set for this study. Along with drive only needs to overcome the fricpreviously reported information in (Refs. tional losses in the system. The test rig is
belt driven and operated at a fixed speed
for the duration of a particular test.
A schematic of the apparatus is shown
in Figure 1(b). Oil pressure and leakage replacement flow is supplied to the
load vanes through a shaft seal. As the oil
pressure is increased on the load vanes
located inside one of the slave gears,
torque is applied to its shaft. This torque
is transmitted through the test gears and
back to the slave gears. In this way power
is circulated, and the desired load and
corresponding stress level on the test gear
teeth may be obtained by adjusting the
hydraulic pressure.
The two identical test gears may be
started under no load, and the load can
then be applied gradually. To enable
testing at the desired contact stress, the
gears are tested with the faces offset as
shown in Figure 1. By utilizing the offset
arrangement for both faces of the gear
Figure 2Measured dynamic tooth force at nominal test conditions (Ref.22). The solid line is the
teeth, a total of four surface fatigue tests
measured data, and the dashed lines are replicates of the measured data spaced along
the ordinate at the equivalent of one tooth pitch. The zones of double tooth contact (DTC)
can be run for each pair of gears. The test
Krantz (Refs. 21-22) studied the surface fatigue of gears with an improved
surface finish using case-carburized
gears made from AISI 9310 steel. Testing
was done on the same high-speed
power recirculating gear tester used by
Townsend and Shimski (Ref.14). The
AISI 9310 gears with improved surface
finish had longer lives as compared to
standard ground gears by a factor of
about four times. Motivated by these
results, similar testing was later done
using the same test rigs and test methods
using gears made from aerospace quality,
case- carburized AMS 6308B alloy steel
(Ref.23), and the relative life improvement was a factor of about three.
All of these previous works (Refs. 1-23)
provide strong evidence that the specific film thickness parameter is an effective engineering concept for assessing the
surface fatigue lives of gears. The review
of previous works just presented is not
exhaustive; other work has been published offering results that, from a qualitative view, are consistent with the preceding discussion. However, it has been
difficult to combine the results of these
studies of the surface fatigue lives of gears
to provide a comprehensive quantitative
correlation of the lubrication conditions
and surface fatigue lives. Because of differing test rigs, specimen geometry, gear
alloys and processing, and ranges of oper-
and single tooth contact (STC) are illustrated.
54
gears were run with the tooth faces offset

by a nominal 3.3mm (0.130 in) to give a
nominal surface load width on the gear
face of 3.0mm (0.120 in). The precise
width of the running track will be influenced by gear tooth facewidth tolerances
and by the shape and radius of the edge
breaks. In this work, post-test inspections
were used to determine the running track
widths, as will be discussed later in this
report.
All tests were run-in at a torque load of
14Nm (130 in-lb) for at least one hour.
The torque was then increased to the
test torque of 72Nm (640 in-lb). For this
test torque, the peak of the Hertz pressure distribution for line contact condition at the pitch-line and static torque
equilibrium is 1.7GPa (250-ksi). Typical
dynamic tooth forces have been measured using strain gages located in tooth
fillets. Using calibration coefficients
determined by specialized calibration
experiments (Ref.25) typical gear tooth
forces were calculated from measured
tooth fillet strains (Fig.2). The resulting peak dynamic tooth force is about
1.3 times greater than the force for static
equilibrium, and the resulting peak of the
Hertz pressure distribution for this peak
dynamic force is 1.9GPa (285ksi). The
Hertz pressure values stated herein are
idealized stress indices assuming perfectly smooth surfaces and an even pressure
distribution across a 2.79mm (0.110 in)
line contact (the line length is less than
the face width allowing for the face offset
and the edge break radius).
The gears were tested at 10,000rpm,
which gave a pitch-line velocity of 46.5
m/s (9,154 ft/min). Inlet and outlet oil
temperatures were continuously monitored. Cooled lubricant was supplied to
the inlet of the gear mesh at 0.8 liter/min
(49 in/min) and 3207K (11613F).
The lubricant outlet temperature was
recorded and observed to have been
maintained at 3484.5K (1668F). The
lubricant was circulated through a 5m
(200in)-rated fiberglass filter to remove
wear particles. For each test, 3.8 liters (1
gal) of lubricant were used.
The tests ran continuously (24 hr/day)
until a vibration detection transducer
automatically stopped the rig. The transducer is located on the gearbox, adjacent
to the test gears. For purposes of this
work, surface fatigue failure was defined
as one or more spalls, or pits, covering at

least 50 percent of the width of the line
contact on any one tooth. If the gear pairs
operated for more than 500 hours (corresponding to 300 million stress cycles)
without failure, the test at the test engineers discretion was usually suspended.
Some superfinished gears were operated
for longer than 300 million cycles. The
longest test exceeded 1,000 hours (600
million cycles) without surface fatigue
occurring.
Test Gears
The dimensions for the test gears are

given in Table 1. The gear pitch diameter was 89mm (3.5 in) and the tooth
form was a 20 involute profile modified
to provide linear tip relief of 0.013mm
(0.0005 in) starting at the highest point
of single tooth contact. The gears have

no lead crowning, but do have a nominal
0.13mm (0.005in) radius edge break at
the tips and sides of the teeth. The gear
tooth surface finish after final grinding
was specified as a maximum of 0.406m
(16in) rms. Tolerances for the gear
geometries were specified to meet AGMA
2000-A88 quality level class 12 (Ref.26).
Typical data from gear coordinate measurement machine inspections to verify
the gear involute and lead form quality
are provided in Figure 3.
All gears included in this study were
made from forged bars; the gears were
made from two alloys. One alloy was per
specification AISI 9310, the other per
specification AMS 6308B. The chemical
compositions of the two alloys are given
in Table 2. All of the gears made from
Figure 3Involute and lead inspection charts of a typical 28-tooth test gear. Two lead and
involute traces for both sides of teeth 1, 8, 15 and 22 are shown (NOTE: Aspect ratio of
plot is scaled as X:Y=100:1.)
55
technical
AMS 6308B were made from a single
melt of vacuum-induction melt vacuum arc re-melt (VIM-VAR) processed
steel, and were manufactured as a single
lot; i.e.all rough machining, hobbing,
heat treatment, and final grinding were
accomplished together as a single lot of
gears. The gears made from AISI 9310
steel were from two melts of steel; one
melt made via air-melt vacuum-arc-remelt (VAR) process and the other melt
made using a consumable electrode vacuum melt process (CVM). One can expect
that the CVM-processed steels had fewer
impurities than did the VAR steel. The
gears made from the VAR 9310 were
manufactured in one lot; those made
from the CVM 9310 steel were made in
three lots. Gears were case-carburized
and tempered following aerospace practice to achieve a surface hardness of minimum Rc 58with a typical surface hardness of Rc 60 and case depth of 1.0mm
(0.040inch). Additional details concerning the heat treatment process, typical
microstructure of case and core, hardness
profiles, residual stress profiles and surface metrology are available in (Refs. 13,
14, 21-22, 23 and 27).
To correlate the specific film thickness
to gear fatigue lives, the surface roughness of the test gears is needed. As just
mentioned, gears were made from three
melts of steel. Furthermore, for one
of the melts, gears were made in three
lotsfor a total of five manufacturing
runs of gears with ground teeth. For two
studies of superfinishing a lot of ground
gears was divided into two groupsone
group remaining in the as-ground condition and the other subjected to superfinishing. Therefore, in total there were
seven groups of gearsfive groups with
ground surfaces and two groups with
superfinished surfaces.
Superfinishing was done using one
of two processes described in (Refs. 3
and 7). The surface roughness for each
of the seven gear groupings was re-measured and quantified using the rootmean-squared roughness parameter (Rq).
Measuring was done using a 2-m radius, conisphere-tipped stylus profilometer, and the data were digitally processed
using an ISO-conforming Gaussian
roughness filter having a 0.8mm cutoff.
The 0.8mm cutoff is a value typically available for many surface rough-
56
Table 2Spur test gear steel chemical compositions

ness measuring instruments and
AISI 93101)
AMS 6308B2)
software. In this work the conElement
Weight %
cept of functional filtering was
Carbon
0.10
0.11
employed. The concept is that
Nickel
3.22
1.84
the concentrated contact acts as
Chromium
1.21
1.07
Molybdenum
0.12
3.32
a mechanical filter, and therefore
Copper
0.13
2.06
the wavelengths of surface roughManganese
0.63
0.38
ness that influence the machine
Silicon
0.27
0.77
element performance depend on
Sulfur
0.005
< 0.005
the breadth of the contact. Using
Phosphorous
0.005
< 0.010
a line-contact assumption, the
Vanadium
N/A
0.08
gear geometry, operating torque
Iron
Balance
Balance
and classical Hertz contact theory, NOTES:
Nominal composition per specification
the breadth of the Hertz contact at 1)
2) Verified composition and within specification
the pitch point was calculated as
ground gears tested by Townsend and
0.47mma smaller length than
the 0.8mm value of the cutoff for the Shimski (Ref.14), are provided (Fig.4).
digital filter. The roughness values were Note that each set has a differing surface
therefore adjusted by the method pro- texture and roughness value.
Although not directly stated by
posed by Moyer and Bahney (Ref.28),
Townsend
and Shimski (Ref.14), when
and also recommended by the AGMA
they
presented
a correlation of fatigue
(Ref.29) as:
(1)
data to specific film thickness, they used
A
the maximum Rq roughness value perRqeff=Rq0.8mm 0.8
mitted by their test gear specification to
where
estimate the specific film thickness. So,
Rqeff is effective roughness parameter
while the correlation they provided is
Rq0.8mm is roughness parameter
qualitatively consistent with the corredetermined using a 0.8mm filter
lation to be derived herein, their corcut-off value
relation is quantitatively different from
A
is contact breadth in direction of
the present work because they did not
rolling, millimeters
account for differing actual roughness of
Typical plots of surface topography of test gears in their correlation, and they
gear teeth, as measured by profilometer did not employ the concept of functional
tracing after application of the rough- filtering.
ness filter to the data, for three lots of the
Figure 4Examples of surface roughness data after application of roughness filter with a 0.8mm
cutoff. The three sets are ground gears manufactured from the same melt and to same
specification, but from three different manufacturing lots.
Figure 5 provides a pair of typical surface roughness data sets for the ground
and superfinished gears included in this
study. The measurements were made
with aid of a fixture and a precisionrelocation technique (Ref.27) such that
the roughness was measured at the same
position on the toothboth before and
after superfinishing. The superfinish processes removed asperity features and, as
a result, only valley features of relatively
small depths remained. The superfinishing resulted in a near-mirror surface
quality (Fig.6).
The Rqeff effective roughness parameter
for each of the seven groups of gears in
this study ranged from 0.07-0.45m (2.717.9in). The full set of data is provided
in Table 3. For sets denoted as set IDs 4-7
in Table 3, the Rq parameters were calculated from previously published Ra values
using the following relationship (Ref.27)
to estimate Rq from Ra (Ref.30):
Rq=
( )
(2)
Lubricants and Specific Film

Thickness
The tests considered in this study made

use of twelve different lubricants. The
lubricant viscosity at (95-100C) ranged
from 3.2-9.1 cSt. Most of the lubricants
were fully formulated lubricants, including proprietary additive mixtures. Nine
of the 12 lubricants were polyolesters;
the other three lubricants were a polyalkylene-glycol, a naphthenic mineral oil,
and a synthetic paraffinic. The synthetic paraffinic is termed herein as NASA
standard-lubricant, as this lubricant has
Table 3Test gear surface roughness

Reference
Material
[14]
CVM AISI 9310
[21]
AM-VAR AISI 9310
[23]
VIM-VAR AMS 6308B
Roughness,
Rq, m (in)
Ground
0.42 (16.7)
Ground
0.24 (9.4)
Ground
0.45 (17.9)
Ground
0.37 (14.6)1)
Superfinished 0.07 (2.7)1)
Ground
0.32 (12.7)1)
Superfinished 0.08 (3.3)1)
Set ID Finish method

1
2
3
4
5
6
7
NOTE:
1) Denotes Rq calculated from published Ra values.
been used in the manner of a reference

lubricant for many gear fatigue studies,
including more than 140 tests of AISI
9310 steel gears (Ref.22). The NASA
standard lubricant includes 5% additive
by volume; the additive content includes
phosphorous and sulphur. For all tests the
lubricants were filtered using a 5-micronrated fiberglass filter element.
The operating film thickness for each
lubricant was calculated using the minimum-film-thickness equation (Ref.31).
The dimensionless (normalized) formula
used was:
Hmin, r=2.65U0.70 G0.54 W -0.13
(3)
where
U
is speed parameter, proportional
to the absolute viscosity of the
lubricant
G
is material parameter, proportional
to the pressure-viscosity
coefficient of the lubricant
W
is load parameter, independent of
the lubricant
The needed lubricant physical parameters were obtained from referenced works
(Refs. 14, 22 and 23), in most cases. Some
of the needed lubricant physical param-
eters had not been published, but were

determined from laboratory records and
notes of Townsend (Refs. 13-14). The
lubricant physical properties are functions of temperature. For purposes of
calculating film thickness, the lubricant
properties used were those for the mean
of the oil jet and oil outlet (drain) temperatures, i.e.330K (57C, 134F). The
minimum film thicknesses as calculated from Equation 3 ranged from 0.280.75m (11-30in).
Combining the results of surface
roughness evaluations (Table 3) and the
minimum film thickness calculations, the
specific film thickness ratio was determined for each of the 14 groups of gears
that were subjected to fatigue tests. Note
that the roughness value to be used for
the specific film thickness calculation is
the composite roughness for both gears,
while the table lists the roughness for one
surface. The lubricants tested and the
combinations of roughness, film thickness, and resulting specific film thickness
values are listed in Table 4. The range of
specific film thickness for this study is
(0.47-5.23).
Figure 5Examples of surface roughness features for a gear tooth prior to and after
superfinishing, (Ref.27): (a) ground surface; (b) same surface (relocated profile trace)
after superfinishing.
Figure 6Near-mirror quality of a
superfinished test gear.
57
technical
Fatigue Test Results, Statistics,
and Method for Normalizing
Results
Table 4Lubricant details, calculated film thickness, roughness of the test gears, and resulting
specific film thickness
Viscoscity
Film
Roughness, Specific film
Dataset Lubricant description Specification at 95-100 thickness,
thickness
Rqeff
C, cSt
m
1
Polyolester
MIL-L-7808
3.2
0.28
0.42
0.472)
1)
2
Polyolester
None
4.3
0.40
0.42
0.672)
3
Polyolester
MIL-L-23699
5.2
0.48
0.45
0.752)
4
Polyolester
DOD-L-85734
5.2
0.51
0.42
0.862)
5
Polyolester
DOD-L-85734
5.4
0.51
0.42
0.862)
6
Polyolester
MIL-L-23699
5.4
0.52
0.42
0.872)
7
Polyalkylene-glycol
DERD 2487
7.4
0.65
0.42
1.092)
8
Polyolester
None1)
8.8
0.72
0.24
2.142)
9
Polyolester
None
9.0
0.73
0.24
2.172)
10
Polyolester
None
9.1
0.75
0.24
2.232)
11
Polyolester
DOD-L-85734
5.4
0.51
0.07
5.233)
12
Naphthenic mineral oil
None
7.1
0.60
0.37
1.153)
13
Synthetic paraffinic NASA Stnd
5.7
0.50
0.32
1.104)
14
Synthetic paraffinic NASA Stnd
5.7
0.50
0.08
4.204)
NOTES:
1) Base stock lubricants, no additives.
2) Study #1, refers to referenced works [14, 21, 23].
5) Datasets 3, 5 and 10 were part of study #1, but the data had not been previously published.
Figure 7Typical distribution of gear fatigue test data plotted using Weibull coordinates and
showing median-rank regression solution (solid line) and 90% confidence interval
(dashed lines).
58
Gear fatigue tests were completed for

14 groups of gearseach group being a
unique combination of alloy, surface finish roughness, and lubricant. All gears
were tested on the NASA Spur Gear
Test Rigs using the same torque, speed,
lubricant temperatures, and test procedures. Some tests were suspended with
no fatigue and no indications of pending
fatigue, and so such results were treated as suspended fatigue tests. Tests that
were suspended completed at least 500
test hours (300 million shaft revolutions).
The longest test, one using superfinished
surfaces, was suspended after 1,000 hours
(600 million cycles).
All of the gear failures were surface
fatigue failures. This term is used to
include what is sometimes considered
two separate failure modessub-surface spalling and near-surface, or surfaceoriginating pitting. In this work there
was no attempt to determine or differentiate test results as spalling or pitting.
Rather, all failures are grouped together
and termed as surface fatigue. None of
the failures were of the micropitting failure mode. A surface-fatigue life evaluation for a particular group of gears comprised multiple tests, as the scatter for
such fatigue tests is significant. The number of tests completed for each group
ranged from 10 to 30. The average number of tests per groupaverage statistical sample sizewas 18. The fatigue test
results for each of the 14 groups of gears
were modeled as best-fit, two-parameter Weibull distributions. The parameters for the best-fit Weibull distributions
were determined by median-rank regression (Ref.32). The Weibull shape parameters (slopes) for the regression solutions
ranged from 1.0-2.6. A typical Weibull
plot of the gear fatigue data is provided
in Figure 7. From the Weibull regression
solutions, the 10 percent lives (L10) were
determined for each gear group. The
determined (best-fit) L10 lives ranged
from 5.1-100 million cycles. The total
number of tests included in this study is
258 tests.
During careful inspections of the tested gears, one notes slight differences in
the widths of the running tracks. Further
study would reveal that the running track
widths are very consistent for all gears

of a particular manufacturing lot, but
the running track widths varied somewhat from lot-to-lot because of two primary factors. One factor is that the gear
face widths were specified with a tolerance of0.13mm (0.005 inch). The
second factor influencing the running
track width is that the edge breaks vary
in details from lot-to-loteven though
all are within specification. As the test
torque was the same, but the running
track widths varied, the load intensity for
all tests was not identical. To best correlate fatigue test results to specific film
thickness, the fatigue lives at common
load intensity was desired.
Therefore, the fatigue lives were adjusted to account for the varying load intensity. All tests were normalized to a linecontact load intensity (load divided by
Hertz line-contact width) of 580 N/mm
at the pitch line. This was done with the
aid of digital photographs of the tested gears recorded using a low-objectivepower microscope and small aperture
setting to obtain needed resolution and
depth-of-field.
The wear tracks were measured with
the aid of image-processing software. The
L10 fatigue lives were adjusted to estimate the results as if all tests had been
operated at the same load intensity using
the following relation (Ref.33):
L10 load intensity-4.3
Table 5Fatigue lives from tests quantified as 10 percent life (L10),

adjusted L10 lives based on actual test load intensity, and
specific film thickness
Load
Relative Adjusted Specific
Weibull Contact
film
width, intensity,
load
L10 lives,
Dataset L10, 106
cycles
mm
N/mm intensity1) 106 cycles thickness
1
5.7
2.65
657
1.132
9.72
0.472)
2
5.1
2.65
657
1.132
8.69
0.672)
3
11
3.02
576
0.993
10.7
0.752)
4
12
2.95
590
1.017
12.9
0.862)
5
35
2.95
590
1.017
37.6
0.862)
6
12
2.65
657
1.132
20.5
0.872)
7
47
2.95
590
1.017
50.5
1.092)
8
45
3.10
561
0.968
39.1
2.142)
9
100
3.10
561
0.968
86.8
2.172)
10
84
3.10
561
0.968
73.0
2.232)
11
46
2.80
621
1.071
85.7
5.233)
12
11
3.05
570
0.984
29.6
1.153)
13
37
3.00
580
1.000
37.0
1.104)
14
75
3.00
580
1.000
75.0
4.204)
NOTES:
1) Normalized to a running load intensity of 580 N/mm.
(4)
The load-life exponent of Equation 4

is one that was determined by tests of
9310-steel gears using the same rigs and
test procedures as for the present study.
One additional normalizing factor was
applied to the two groups of gears made
from AM-VAR melted materials, made in
the 1970s era, to be directly compared on
an absolute basis to VIM-VAR processed
material made approximately 30 years
later. A life adjustment factor of 2.0 was
applied to the L10 lives of the AM-VAR
gears to estimate the experiment results
if such experiments were to be repeated using VIM-VAR material (Ref.12).
With these adjustments, a set of adjusted
L10 lives was determined that could, as a
cohesive set, be correlated to specific film
thickness. The resulting data are provided
in Table 5; included in Table 5, for ease of
study, are the specific film thickness data
from Table 4.
Figure 8Trend of adjusted L10 lives as a function of specific film thickness displayed using log-log
scaling; test results using base stock oils (without additives) are noted by arrows.
Results, Correlations and

Comparisons
The correlation of the gear surface fatigue

lives to the specific film thicknesses were
studied by a variety of plots and comparisons to other work and data presentations. Presented first is the data of the
present study, plotted using log-log scales
(Fig.8). From this plot one observes features that are qualitatively consistent with
the literature, namely:
There is a strong correlation of surface
fatigue life to the specific film thickness.
Over the range of specific film thickness of this study, the correlation is nonlinear. Even with the use of log-log scales
there is evidence of curvature to the correlation trend.
Gears operating near or above a specific film thickness of about two can operate
for significantly longer time without surface fatigue (by a life-multiplying factor
of approximately 8~10), as compared to
gears operating at a specific film thickness of less than 0.8.
59
technical
Figure 9Comparison of the data of the present work using gears (data points) to life adjustment
factor correlation recommended for life ratings of bearings (Ref.12) (solid line).
Figure 10Compilation of the bearing life data of Skurka (Refs. 34-35) for
cylindrical and tapered roller bearings (open symbols) and the gear
life data of this study (solid symbols).
60
Also noted in Figure 8 are the two

surface fatigue L10 life estimates for the
gears tested using base stock oils without additives. It is interesting to note
that these two data points tend toward
lower bounds of the visual trend of life
with specific film thickness. This perhaps
points out the importance of not only the
specific film thickness but also lubricant
chemistry. This importance of additives is
not surprising for the mixed-lubrication
regime (specific film thickness~0.7), but
perhaps the additives and chemistry also
play important roles even for lubrication
regimes approaching full lubrication.
One should keep in mind that the specific film thickness is a separation of the
mean levels of surfaces, and a specific
film of one or even two does not guarantee separations of all asperity features.
The relationship of L10 surface fatigue
lives to specific film thickness can be displayed by plotting the data of Table 5 in
the manner of the life factor relationship
for rolling-element bearings, as recommended by STLE (Ref.12). The resulting
plot of the present studywith comparison to the practice for bearingsis
provided in Figure 9. This plot uses semilog scales, matching the method of display of (Ref.12). The gear data of this
study is presented using symbols, while
the STLE bearing rating life factor is presented by a line. The STLE life factor was
scaled by a multiplier of 37106 to provide this comparison. This scaling factor was selected to provide a good fit by
eye. We note that the gear data largely
matches the trends of the bearing life factor curve. One can judge that the speculation that the influence of specific film
thickness may be greater for gear life than
for bearing life (Ref.13) is not supported
by the data of this study (Fig.9).
Another bearing data set that provides
an interesting comparison is the data of
Skurka (Ref.34) discussed by Anderson
(Ref.35). The data are for cylindrical and
tapered rolling-element bearings. These
bearings have rectangular-shaped contacts like the spur gears of this study. The
data plot from (Ref.25) was scanned and
the data of this study were normalized to
provide the same relative life range as for
the bearings, and the gear data was overlaid. The resulting plot of the combined
data set (Fig.10) has open symbols for
the bearing data, closed symbols for the
gear L10 data, and a trend line suggested

by Skurka. The bearing and gear data are
quite similarsuggesting three regimes.
There is a low-specific film thickness
regime with relative life near 0.3, and a
high-specific film thickness regime with
relative life near three. The third regime
is the transition regime for specific film
of about 0.8 to about 2.5.
Some guidance for estimating gear life
with respect to surface durability is given
in AGMA 925-A03 (Ref.29).
In this approach, a rating factor of the
allowable stress is given as a function of
the lubrication regime.
Three equations are stated, each one
a straight line on log-log scales but having different slopes for each of three
lubrication regimes. Boundary lubrication, or Regime I, is defined as a specific
film thickness less than 0.4. The mixed
lubrication, or Regime II, is for specific
films in the range 0.4-1.0. The full-EHL
Regime III is slated to begin for specific
films greater than 1.0. The calculations
to follow allow for a comparison of the
AGMA 925-A03 method to the data of
this study. From Figure 8, for the largest specific film thicknesses tested (fullEHL or Regime III) the L10 lives were
about 80 million. Substituting this value
for cycles into the AGMA equation for
Regime III, the stress factor Zn is 0.89.
Now using this value for the Zn stress factor and using the equation for Regime II
(mixed lubrication), one can solve for the
expected lifeyielding 5.6 million. From
Figure 8, the experimental data for the
smallest specific film value (0.47) was a
life of about 9 million. Expressing life for
the beginning of the mixed-lubrication
regime as a percentage of the life in the
full lubrication regime, the AGMA method and the data of this study yield similar
percentagesseven percent and 11 percent, respectively. The present study complements the AGMA method in helping
establish the quantitative relationship in
the transition between the mixed- and
full-lubrication regimes.
Gear surface fatigue lives are directly correlated to the specific film thickness. The trend of the gear lives as a function of specific film is nonlinear, with a
dramatic increase on the order of 8~10
times longer lives for gears operating with
full film lubrication, as compared to gears
operating with mixed lubrication.
Summary
In this work, gear fatigue test results from

previous studies were collected, studied, and assessed so as to create a single,
cohesive set of 258 gear fatigue tests that
together enable a quantitative correlation of specific film values to gear surface fatigue lives. The gear tests made use
of 12 lubricants with viscosities ranging
from 3.2-9.1 cSt. The majority of gears in
this study had ground surfaces. Two gear
groups tested had superfinished surfaces. All gears were made from aerospacegrade gear steels and were case-carburized. All 258 tests were completed using
the same rigs, torque, speed, lubricant
temperatures, and by following the same
test procedures.
This study comprised 14 groups of
gears that were tested for surface fatigue,
each group being a unique combination
of alloy, surface finish roughness, and test
lubricant. For each gear group, the surface fatigue test results were used to estimate the 10 percent lives (L10 lives) by
modeling the fatigue life dispersions as
two-parameter Weibull distributions and
fitting the data using the least-squares
median rank method. The average statistical sample size was 18.
The estimated L10 lives were adjusted
to account for slight differences in load
intensity due to lot-to-lot variations of
gear tooth face width and edge breaks.
The actual load intensities were determined by measuring the running track
widths from microscope photos of tested
gears, and then L10 lives normalized to
common load intensity. The adjusted L10
lives of the 14 test gear groups ranged
from 8.7-86.8 million cycles.
Specific film values were determined using film thickness calculated
by Dowsons formula for line contacts,
applying the formula to the pitch-line
operating conditions. The surface roughness values used for the specific film
thickness calculation were ones measured
by stylus profilometer, digitally filtered
using a 0.8mm cutoff, and further adjusted using the concept of functional filtering. The specific film values for this study
ranged from 0.47-5.2.
The adjusted L10 lives have a strong
correlation to specific film values. The
trend is one of increasing life for increasing specific film. The trend is nonlinear.
The observed trends were found to be in
good agreement with data and recommended practice for bearings. The L10
lives of this study in the mixed-lubrication regime were about 11 percent of the
lives in the full-film-lubrication regime.
This quantitative result is consistent with
the relative values, as calculated by the
methods of AGMA 925-A03. The specific film parameter concept has certainly
been influencing the gearing practice for
some time. The results obtained in this
study will perhaps allow for the specific
film parameter to be used with more confidence and precision to assess gear surface fatigue for purposes of design, rating,
and technology development.
References
1. Borsoff, V., On the Mechanism of Gear

Lubrication, Journal of Basic Engineering, 1959.
2. Patching, M., C. Kweh, H. Evans and R. W.
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4. Liou, J.J. A Theoretical and Experimental
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Investigation of the Influence of the Lubricant
Viscosity and Additives on Gear Wear, Tribology
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8. Anderson, W., R. Parker and E. Zaretsky. Effect
of Nine Lubricants on Rolling-Contact Fatigue
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Role of Elastohydrodynamic Lubrication in
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10. Liu, J., T. Tallian and J. McCool. Dependence
of Bearing Fatigue Life on Film Thickness to
Surface Roughness Ratio, ASLE Trans., 18 (2),
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11. Skurka, J., Elastohydrodynamic Lubrication of
Roller Bearings, Trans. of the ASME, Journal of
Lubrication Technology, 1970.
12. Zaretsky, E.V., STLE Life Factors for Rolling
Bearings, Society of Tribologists and Lubrication
Engineers, Park Ridge, IL, 1992.
13. Townsend, D. and J. Shimski. Evaluation of
Advanced Lubricants for Aircraft Applications
Using Gear Surface Fatigue Tests, NASA
TM-104336, 1991.
61
technical
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62
14. Townsend, D. and J. Shimski. Evaluation of

the EHL Film Thickness and Extreme Pressure
Additives on Gear Surface Fatigue Life, NASA
TM-106663, 1994.
15. Tanaka, S., A. Ishibashi and S. Ezoe. Appreciable
Increases in Surface Durability of Gear Pairs
with Mirror-Like Finish, ASME Pub. 84-DET223, ASME, New York, NY, 1984.
16. Ishibashi, A., S. Ezoe and S. Tanaka. Mirror
Finishing of Tooth Surfaces Using a Trial Gear
Grinder with Cubic-Born-Nitride Wheel,
ASME Pub. 84-DET-153, ASME, New York, NY,
1984.
17. Nakatsuji, T., A. Mori and Y. Shimotsuma.
Pitting Durability of Electrolytically Polished
Medium Carbon Steel Gears, Tribology Trans.,
38 (2), 223-232, 1995.
18. Nakatsuji, T. and A. Mori. Pitting Durability of
Electrolytically Polished Medium Carbon Steel
Gears: Succeeding Report, Tribology Trans., 42
(2), pp. 393-400, 1999.
19. Hoyashita, S., M. Hashimoto and K. Seto. Basic
Studies on Fatigue Strength of Case-Hardened
Gear Steel - Effects of Shot Peening and/or
Barreling Processes, AGMA 98FTM3.
20. Hashimoto, M., S. Hoyashita and J. Iwata.
Studies on Improvement of Surface Durability
of Case-Carburized Steel Gears: Effects of
Surface Finish Processes Upon Oil Film
Formation, AGMA 98FTM9.
21. Krantz, T.L., M.P. Alanou, H.P. Evans and
R.W. Snidle. Surface Fatigue Lives of CaseCarburized Gears with an Improved Surface
Finish, Journal of Tribology 123, No. 4, 2001.
22. Krantz, T. The Influence of Roughness on Gear
Surface Fatigue, Ph.D. Thesis, Case Western
Reserve University, Cleveland, Ohio, USA, 2002.
23. Niskanen, P.W., A. Manesh and R. Morgan.
Reducing Wear with Superfinish Technology,
AMPTIAC Quarterly, Vol. 7, No. 1, 2003.
24. Townsend, D.P., J.L. Chevalier and E. V.
Zaretsky. Pitting Fatigue Characteristics of AISI
M-50 and Super Nitralloy Spur Gears, NASA
TN D-7261, 1973.
25. Rebbechi, B., F. Oswald and D. Townsend.
Dynamic Measurements of Gear Tooth Friction
and Load, NASA-TM-103281, AVSCOM-TR90-C-023, 1990.
26. AGMA 2000-A88. Gear Classification and
Inspection Handbook: Tolerances and Measuring
Methods for Unassembled Spur and Helical Gears
(Including Metric Equivalents), AGMA, 1988.
27. Snidle, R., H. Evans and M. Alanou. The
Effect of Superfinishing on Gear Tooth Profile,
AD-A327916, Defense Technical Information
Center, Ft. Belvoir, VA, 1997.
28. Moyer, C.A. and L.L Bahney. Modifying the
Lambda Ratio to Functional Line Contacts,
STLE Trib. Trans. Vol. 33 (No. 4), pp. 535-542,
1990.
29. AGMA 925-A03. Effect of Lubrication on Gear
Surface Distress, AGMA, 2003.
30. Thomas, T.R. Characterization of Surface
Roughness, Precision Engineering, No. 3, Vol.
2, 1981.
31. Hamrock, B. and D. Dowson. Ball Bearing
Lubrication, John Wiley and Sons, New York,
1981.
32. Johnson, L. The Statistical Treatment of Fatigue
Experiments, Elsevier, New York, 1964.
33. Townsend, D.P., J.J. Coy and E.V. Zaretsky.

Experimental and Analytical Load-Life
Relation for AISI 9310 Steel Spur Gears, Journal
of Mechanical Design, Vol. 100, No.1, 1978.
34. Skurka, J.C. Elastohydrodynamic Lubrication
of Roller Bearings: Effects of Endurance Life
on Film Thickness and Surface Finish, ASME
69-LUB-18, 1969.
35. Anderson, W.J. Elastohydrodynamic
Lubrication Theory as a Design Parameter for
Rolling Element Bearings, ASME 70-DE-19,
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1970.
pitting
Tim Krantz has since
1987 worked as a research

engineer at the NASA Glenn
Research Centerfirst
as an employee of the U.S.
Army and presently as an
employee of NASA. He has
researched many topics
to improve power transmission components
and systems, with an emphasis on helicopter
gearbox technologies. He has also helped
investigate several issues for the NASA
Engineering Safety Centerincluding the
space shuttle rudder speed brake actuator,
space shuttle body flap actuator and the
International Space Station solar alpha rotary
joint mechanisms. Krantz is the current vicechair of the ASME Power Transmission and
Gearing Committee.
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technical
Quality and Surface of Gears

Manufactured by Free-Form
Milling with Standard Tools
Dr. Fritz. Klocke, Dr. Markus Brumm and Julian Staudt
The recently available capability for the free-form milling of gears of various gear
types and sizesall within one manufacturing systemis becoming increasingly
recognized as a flexible machining process for gears. This paper addresses the
manufacturing and quality of gears made by free-form milling, with an added focus on
the specific process properties of the parts. Finally, the potential for free-form milling
is investigated in cutting tests of a common standard gear.
Introduction
The free-form milling of gears recently

becomes more and more important as
a flexible machining process for gears.
Due to use of standard milling tools and
universal machine tools, free-form milling of gears does not depend on special
tool geometries for each gear type. This
makes the technology relevant for manufacturing of gears on universal cutting
machines in various applications (Refs.
13); (Fig.1).
With the use of standard milling
tools the application area of gear types
and sizes is theoretically unrestricted;
accordingly, all conventional gear types
and tooth geometries can be realized.
Furthermore, the technology is flexible
concerning new gear types.
Figure 1Motivation and area of application.
Study Aim and Approach
Although the technology for the process design and manufacture is readily
available (Refs. 49), there is nothing yet
published concerning the potential of
free-form gear milling pertaining to gear
quality.
Gear manufacture via free-form milling with standard milling tools on universal machine tools is a combination of
conventional gear manufacturing technology with special machines and integrated NC machining of complex geometries on universal cutting machines. Both
domains are characterized by specific
terminologies and technical terms. The
fusion of both domains requires an agreement of technical terms in a disciplinary matrix for free-form milling of gears
(Ref.10).
Process capability will be analyzed in
milling trials. Therefore hard-machining
of a standard gear will be done with different machining strategies.
Terminology of Free-Form Milling
According to DIN 8589-3, manufacturing of gears on universal machine tools

is located in the area of NC form milling (Ref.11). The manufacturing process regarding machine tool and control
unit is comparable to the manufacture of
molds and dies (because of similar materials, hardness and accuracies), and to
the manufacture of impellers (because of
similar geometries). The process description includes the definition of process
parameters, tool selection and the generation of input data (Fig.2).
A full description of process characteristics of free-form milling of gears contains: tool selection, generation of input
data and machining strategy; these three
mentioned aspects will be discussed in
the following sections. Characteristics
beyond that are defined by terminology
of gear manufacturing and NC free-form
milling, and will be adapted.
Selection of milling tools. The selection of milling tools is divided into softand hard-machining. Between rough and
fine cutting steps, a change of tools must
be done because of different requirements. For the machining of tooth root,
a tool change can be necessary, too.
Standard milling tools are characterized
by the parameters shown in the middle of
Figure 2.
For stability reasons the tool diameter
is chosen as large as possible. Tool length
is chosen as short as possible. Tool size
This paper was originally presented at the 2014 International Gear Conference, Lyon Villeurbanne, France and is republished here with the authors permission.
64
as well as the blade radius is restricted by

the gear geometry.
Different types of milling tools are
divided into groups by their blade geometry. Possible tool geometries are full
radius, torus and shaft cutter (Fig.2, middle). Depending on the type of tool, there
is a point or line contact between tool
and gear flank. The chosen machining
strategy is essential for this contact condition and for restrictions of tool selection.
Generation of machine input data.
In contrast to the manufacture of gears
on conventional gear manufacturing
machines, free-form milling of gears
requires a defined geometry in the form
of coordinates. Figure 3 shows the CAx
process chain that is necessary for the
generation of the NC code.
After gear design, the gear data is the
input for the CAx process chain. In the
first step, the gear data is transferred to
the gear geometry. The creation of gear
geometry can be done analytically or by
a manufacturing simulation that includes
a defined geometry off both flanks and
tooth root. In the following step the gear
geometry is converted into NC code. Any
deviation of geometry resulting from the
manufacturing process can be negated
by closed-loop between manufacturing,
gear measurement and generation of NC
code. Depending on the correction method, different steps of the CAx process
chain are necessary for this compensation
(Fig.3, right).
Machining strategy. The machining
strategy includes three major aspects
of the definition of the manufacturing
process: 1) lineness; 2) trajectory; and 3)
indexing procedure (see Fig.4).
The trajectory defines the path of the
tool in machining relative to the tooth
flank. The lineness is the term for the
quantity of tool paths required for the
machining of one tooth flank and the
space between the lines. The indexing
procedure describes the systematics of
machining all gaps successively. This
includes the manufacturing order and
movement of all axes during indexing
between two teeth. All three components
of the machining strategy are defined and
described in detail in the following sections.
Trajectory. The definition of the trajectory is based on technological requirements for the running behavior of the
Figure 2Process characterization of free form milling for gears.
Figure 3CAx process chain of generation of NC code.
Figure 4Machining strategy of free form milling of gears.
65
technical
gears. Furthermore, the trajectory has a
significant influence on processing effort
and process kinematics (Fig.4, left). The
trajectory can be defined in direction of
tooth width, profile direction or diagonal
on tooth flank. Furthermore, common
structures can be imitated (gear honing
or gear finish hobbing) and new structures realized. From the manufacturing
perspective, there are no technological
restrictions. In terms of economical process design, the complexity of trajectories has to be taken into account, because
complex trajectories require additional
axes and tool movements.
Lineness. One, lineness defines the
number of tool paths, which significantly
influence machining time; two, lineness
defines the schema, i.e.how tool paths
are located on the tooth flank. There are
three possibilities that can be seen in the
middle of Figure 4:
Tool feed can be equidistant for each
tool path. That leads to a changing structure all over the tooth flank.
Define tool feed depending on gear
geometry in order to keep the space
between two paths on the gear flank constant. Surface structures at tip and tooth
root are the same.
An independent definition of line spaces in tool feed and tooth profile direction. Here the structure can be defined
freely and the flank surface can be realized basing on stress deviation for the
whole flank. According to this, the effort
for process configuration is very high in
this case.
The space between tooth paths defines
kinematic surface roughness (Refs.
1213). The kinematic surface roughness
can be described geometrically, so that
the surface requirements can be taken
into account during configuration of the
milling process.
Indexing strategy. Centering of the gap
for hard-machining can be realized by
measuring equipment on the machine
tool. The indexing strategy can be steady
or unsteady.
During steady indexing the proximate
gap is located next to the current one.
The advantages are short movements of
tool and part during machining. As a
result, short machining times are attainable. Errors in part rotation and thermic influences are accumulated during
66
Figure 5Influence of process parameters on kinematic surface roughness.
Figure 6Machining time based on different milling strategies.
machining, so that the pitch deviation

between first and last tooth are high.
During unsteady indexing, the gaps are
machined in even distribution around
the gear; errors are not accumulated in
this case. The peak of pitch deviation can
be avoided in this case. Machining time
will be higher than with steady indexing,
because more movements are necessary.
Process-specific surface structure.
Lineness and trajectory directly influence
the process-specific surface structure; the
trajectory defines the orientation and the
amount of lineness.
The free-form milling of gears has a
high degree of freedom concerning different machinable surfaces, in comparison to conventional gear manufacturing. Similar to gear hobbing, the surface
structure can be divided into feed marks
(form tool blades) and generated cut
marks (lineness). The theoretical roughness can be calculatedas well as determinedbased on tool movement (Refs.
1213). Dimensions of both deviations

for one example gear are shown in Figure
5.
Profile deviation is increasing exponentially, with decreasing number of
lines. Fifty lines lead to profile form deviation ff << 2m, which is quality class
one. In this example, the trajectory is oriented in gear width direction so that feed
marks should be visible as tooth flank
form deviation ff. The diagram on the
right-hand side shows the roughness Rth
that occurred because of tool feed. For
this purpose the flight path of the cutting blade is sketched in the diagram.
Tool feed during one rotation of the tool
is f=0.09mm, so that for this example
theoretical roughness is Rth=0.50m as a
result of radial run-out of the tool.
In comparison to gear hobbing, the
machining time for rough machining
is much higher. This is related to two
main aspects: the required surface roughness and the defined machining strategy.
dated by hard-machining of parts after

heat treatment. Hard-machining includes
aspects of CAx process chain, as well as
quality requirements of finished gears.
Gear geometry and machine tool. In
order to analyze the process capability
of the free-form milling of gears, a trial
series with standard spur gears was carried out. Due to the smaller amount of
influences, this simplification offers the
opportunity for the basic research of fundamental process phenomena; the principles of process correction can be comprehended directly. Also, this gear type can
be compared to various research projects
with the same gear type.
For the milling trials the parts were
soft-machined conventionally. Hardmachining tests were done after heat
treatment (hardness 62 HRC). Thus the
focus is on tooth flank quality. The tooth
root was not hard-machined. Allowance
for hard-machining was 140m to
150m. Radial and axial run-out were
checked manually and less than 2m.
Figure 7Gear case and machine tool.
Experimental Set-Up and

Overview
Figure 8Analysis of process specific surface structure.
Figure 6 gives an overview of the influence of both aspects on machining time

T per part.
The initial machining strategy on the
left-hand side was arrived at with a radius cutter (Fig.5); the tool is positioned
perpendicularly to the tooth flank. The
machined quality is directly related to
deviations of tooth diameter and length.
Surface roughness is directly defined by
the penetration of tool radius. Quality
class one (Rth<2m) requires a machining time of T=160 min. The advantage of
this strategy is that fewer axes are necessary for machining.
The second strategy in the middle of
Figure 5 is using a shaft cutter. The tool is
positioned tangential to the tooth flank.
Note that deviation of tooth diameter is
influencing tooth widthbut not profile
quality. The tool is cutting with the outer
diameter so that a deviation of tool length
has no influence on part quality. What is
more, the tool can be shifted so that tool
wear can be distributed equally over the

entire length of the cutting blade. This
strategy is much more efficient than the
first one because fewer lines are necessary. Hence the machining time for Rth <
2m is T=70 min.
The third machining strategy on the
right-hand side of Figure 5 is using a trajectory in profile direction; tool and cutting parameters are equal to the second
strategy. The tool is also positioned tangential to the tooth flank and is cutting
with the outer diameter. In comparison
to the other strategies, a high number of
lines is required. In addition, complex
movements of tool and part are necessary, which leads to a machining time of
T=200 min for Rth < 2m.
Analyisis of Process Capability in

Milling Trials
Process capability of free-form milling

of gears with standard milling tools on
universal cutting machines can be vali-
Cutting parameters were adopted from

tool manufacturer data. Cutting velocity
and tool feed were constant for all tests.
Machining was done dry without cutting
fluid.
The influence of lineness was analyzed;
therefore two different feeds were compared. The first process had a feed of
zI=0.2mm (42 lines). The second process had a feed of zII=0.1mm (84 lines).
The trajectory was defined in tooth width
direction. Tool feed was constant between
two paths, so that tool positions were
equidistant.
In the beginning of machining, the part
was centered by measuring equipment of
the machine. During indexing no additional centering step was applied. The
indexing strategy was varied. Three different strategies were tested. Focus of the
analysis was the process-specific surface
structure of the flank and pitch deviation,
as well as the tooth profile quality of the
machined gears.
Sur face analysis of gear f lanks.
Gear surface analysis was done by digital microscope as well as tactile measurement of 3D surface topolog y
(4.8mm4.8mm); (Fig.8).
67
technical
Based on these measurements the
influence of lineness on surface structure can be described. Therefore gears
were manufactured with two different line spaces, i.e.zI=0.2mm and
zII =0.1mm. It can clearly be seen
that the surface structure significantly
depends on the defined lineness. The line
space is clearly visible in the measured
topologies. The line space also changes over the tooth profilewhich was
expectedbecause of the equidistant
tool feed (z=const). So the line space
increases at the tip of the tooth.
Pitch deviation. Since free-form milling of gears is a discontinuous indexing
process, every gap is machined separately
and the focus must be on pitch deviation
of the manufactured gear. Therefore different trials with three indexing strategies
were compared. For every trial a whole
gear was machined using one single strategy. Individual and total pitch variation
(fp and Fp) as well as pitch error fu were
compared (Fig.9).
The first trial on the left-hand side
was carried out with steady indexing and
without new positioning of machine axes
(NNP). Most gaps show a small, single
pitch deviation. Only between the last
and the first tooth is there a high single
pitch deviation of fp=7.0m (quality class
6); the total pitch deviation Fp has quality
class 2.
The second trial, shown in the middle,
was also carried out with steady indexing
but with new positioning of all machine
axes for each gap (NP). The total pitch
deviation is similar to the trial on the
left-hand side (quality class 2). The single
pitch deviation was reduced to fp=4.8m
(quality class 5)within the quality
requirements for this gear.
The third trial (on the right-hand side)
shows mainly higher individual pitch
deviations. Nevertheless the highest pitch
error (fumax=6.6m) leads to quality class
4. Also, the maximum individual pitch
deviation is fpmax=3.9m (quality class 4),
which is an additional improvement in
quality in comparison to the other indexing strategies. And, the total deviation Fp
has a better quality.
Form deviation of gear tooth. The
tooth flank form deviation ff has quality class 1 for all parts. The deviation of
tooth flank angle fH has quality class 2.
This can be caused by deviation of the
68
Figure 9Pitch deviation depending on machining strategy.
Figure 10Profile deviation depending on lineness.
fixture of the part. In total, the results are

very sufficient.
The main focus is on the analysis of
profile deviations fH and ff. Lineness was
varied from zI=0.2mm to zI=0.1mm;
line space was equidistant. The results are
shown in Figure 10.
The comparison of both results shows
significant influence of lineness on profile form deviation ff. For tool feed of
zI=0.2mm, maximum profile deviation
is ff=2.1 to 2.6m. These values are very
similar to the calculated values for kinematic surface roughness Rth=2.5m.
For tool feed of zI=0.1mm, the profile form is much smoother. Nevertheless
the profile deviation is in the same
rangeff=1.2 to 2.7m. This error cannot be based in kinematic surface roughness, which is Rth=0.63m.
Summary and Outlook
Gear manufacturing with free-form milling has recently become more relevant
for industrial use. The key reasons for

that are high degrees of freedom, as usage
of universal tool geometry and machine
tool allows for the flexible machining
of various gear types and sizes with one
manufacturing system.
As state-of-the-art provides no sufficient description of this manufacturing process in any literature, terminology
has been developed concerning the process characteristics of the free-form milling of gears. As such, machining strategy was fully defined in this paper. This
definition includes the trajectory (path
of tool movement during cutting process); lineness (number and distribution
of trajectories); and the indexing strategy
(machining order of gaps), as they are the
three main components of the machining strategy. Additionally, process-specific surface characteristics were described
and calculated, enabling immediate consideration of surface structure during
process design for different machining

strategies and tools.
Machining tests were conducted.
Results show a direct link between process parameters (feed and lineness) and
gear surface. Also, they validate the consideration of surface structure, as the correlation between test and calculation is
sufficient. Gear geometry shows good
results concerning pitch (quality 4) and
tooth flank form deviation (quality 2).
Furthermore, profile form variation is
directly influenced by lineness.
References
1. Schlossig, H. Auf Einfachem Weg zu Guten

Zhnen, Werkstatt und Betrieb, Nr. 24/8,
Mnchen, 2007, S. 28-32.
2. Baxmann, M. Innovative Komplettbearbeitung
von Innenverzahnungen, Aktuelle
Entwicklungen beim Vorverzahnen, WZL der
RWTH Aachen, 2012.
3. Lohmann, J. Einzelprozesse,
Verfahrensintegration oder Hochautomatisierte
Fertigungslinien in der Zahnradbearbeitung,
Aktuelle Entwicklungen beim Vorverzahnen,
WZL der RWTH Aachen, 2012.
4. Klein, A. Integrierte Kegelradbearbeitung
auf Drehfrs- Frs und Frsdrehmaschinen,
Tagungsunterlagen zum Seminar, Innovationen
rund ums Kegelrad, Aachen, 12-13, Mrz 2008.
5. Moser, S. Der Name Hermle Zieht Auch in
Harten Zeiten, Produktion, Mai 2009.
6. Leonie, P. Erfahrungen mit dem Freiformfrsen
von Kegelradverzahnungen, Tagungsunterlagen
zum Seminar, Innovationen rund ums Kegelrad,
Aachen, 13-14, April 2010.
7. Weser, G. Freiformfrsen Erobert die
Zahnradindustrie, Werkstatt und Betrieb,
06/2011.
8. Jaster, M. Multifunctional Advancements,
Gear Technology 01/02.2012.
9. Weser, G. Zahnradherstellung Mittels
Freiformfrsen: Mglichkeiten, Lsungen und
Erfahrungen, Tagungsunterlagen zum Seminar
Innovationen rund ums Kegelrad, Aachen,
14-15, Mrz 2012.
10. Kuhn, T. The Structure of Scientific Revolutions,
University of Chicago Press, 4th Ed., Chicago
2012.
11. Norm DIN 8589-3: Fertigungsverfahren Spanen,
Beuth-Verlag, Berlin, 2003.
12. Klocke, F. and W. Knig. Fertigungsverfahren
1. Drehen, Frsen, Bohren.8. Auflage, Springer,
Berlin, 2008.
13. Pfeifer, T. and R. Schmitt. Autonome
Produktionszellen, Komplexe
Produktionsprozesse Flexibel Automatisieren,
Springer, 2006.
milling
Prof. Dr.-Ing. Dr.-Ing.

E.h. Dr. h.c. Dr. h.c.
Fritz Klocke studied
manufacturing engineering
at the TU Berlin, was a
research fellow there at
the Institute for Machine
Tools and Manufacturing
Technology until 1981, and then as head
engineer until 1984, receiving his engineering
doctorate in 1982. Klocke worked in industry
from 1984 until 1994 at Ernst Winter & Sohn
in Hamburg. On January 1, 1995 he was
called to the RWTH Aachen as Professor of
Manufacturing Engineering Technology and
has since then been Chair of Manufacturing
Technology, co-director of the WZL Laboratory
for Machine Tools & Production Engineering at
the RWTH Aachen and head of the Fraunhofer
Institute for Production Technology IPT in
Aachen. Klocke was awarded the Otto-Kienzle
Memorial Coinin 1985 by the Manufacturing
Engineering University Group. The title,Dr.Ing. E.h, was bestowed upon Klocke by
the University of Hannover in 2006 for his
outstanding achievements in science, his
efforts in the industrial implementation of a
broad range of manufacturing techniques,
and for his commitment to numerous scientific
committees. The title Dr. h.c. was awarded
him in 2009 by the University of Thessaloniki
and in 2010 by Keio University in Tokio for
his achivements in production science, his
engagement in international cooperation, and
his benefits as a teacher and supervising tutor
of student engineers.
Markus Brumm, a RWTH
graduate with a degree in

mechanical engineering,
began his career in 2005
as a research assistant in
gear investigation at the
Laboratory for Machine Tools
and Production Engineering
(WZL) of the RWTH Aachen. He subsequently
became that groups team leader in 2010.
Julian Staudt has for the
past 12 years worked as a

research assistant (Gear
Department) at the chair of
Manufacturing Technologies/
Laboratory for Machine Tools
(WZL) at RWTH Aachen
University. After one year
(2004-2005) of military service
in the German Air Force, Staudt began an
internship at Siemens (Turbo Compressors),
while also beginning his university studies
(2005-2012) in Mechanical Engineering at
RWTH Aachen University, with related pursuits
along the way, including: Formula Student
Team of RWTH Aachen University, group
leaderengine development and operation;
student worker at Laboratory of Machine
Tools (WZL); internship at AMES at Barcelona/
Spain; and finishing with his study of Master
of Business and Engineering at RWTH Aachen
University.
Archeology
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(1984 to present)
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69
industry news
Regal Beloit
ACQUIRES POWER TRANSMISSION

SOLUTIONS OF EMERSON
ELECTRIC
Regal Beloit Corporation recently announced it
entered into a definitive agreement to acquire the
Power Transmission Solutions business (PTS) of
Emerson Electric Co. for approximately $1.4 billion
in cash plus $40 million of assumed liabilities.
This acquisition will be transformational for
Regal, said Regal Beloit Chairman and CEO Mark
Gliebe. PTS will broaden our portfolio, diversify our end market exposure and strengthen our
global footprint. PTS
brings complementary products and wellknown brands, but
more importantly a very
talented team who are
experts in their markets as
well as very strong operators. We are excited to have
PTS as part of the Regal family and we look forward to growing with them in our future.
PTS is a manufacturer of highly engineered
power transmission products and solutions. The
business manufactures, sells and services bearings,
couplings, gearing, drive components, and conveyer systems under brands including Browning,
Jaure, Kop-Flex, McGill, Morse, Rollway,
Sealmaster and System Plast. With annual revenues
of approximately $600 million, PTS has over 3,000
employees around the world. PTS will become part
of Regals newly-defined Power Transmission segment.
PTS is a strong business with an outstanding
management team and excellent brand recognition, said Emerson Chairman and Chief Executive
Officer David N. Farr. The business will benefit
by joining Regal, who has a proven track record of
success in building and growing businesses. Regal
management estimates 2015 accretion between
$0.40 and $0.60 per share including purchase
accounting adjustments and closing costs, and
2016 accretion between $0.95 and $1.15 per share.
Transaction synergies are estimated to be $30 million within a four year period.
The transaction, which is subject to customary closing conditions, is expected to close in the
first quarter of 2015. Shareholder approvals are not
required to complete the transaction. Robert W.
Baird & Co. served as the exclusive financial advisor to Regal. White & Case LLP served as the legal
advisor to Regal.
70
Star SU
FORMS ALLIANCE WITH PROFILATOR

Star SU LLC recently formed an alliance with Profilator to
manufacture Scudding tools for the global market and in North
America, in cooperation with GMTA in Ann Arbor, MI.
Scudding is an improvement on traditional power skiving
technology for gear production. Often thought to be limited
to internals only, Scudding is beginning to compete in shaping, broaching and other gear cutting applications for gears and
splines.
Star SU is using its vast experience of gear cutting tool technology for new tool development, as well as its tool service centers to support Profilator on this new technology process, said
David Goodfellow, president of Star SU LLC. We are looking
forward to working with Profilator and GMTA and see this as
mutually beneficial for each company.
H-D Advanced
Manufacturing
ACQUIRES INTELLIFUSE TECHNOLOGIES

LLC
H-D Advanced Manufacturing recently announced that it
acquired Intellifuse Technologies LLC, the sixth acquisition
completed by H-D in the two years since it was formed in
December of 2012.
Intellifuse joins Overton Chicago Gear Corporation, a manufacturer of large, heavy duty gears and gearboxes; Innovative
Mechanical Solutions (iMECH), a manufacturer of custom
bearings for the downhole mud motor industry; Leading Edge
Heat Treating Services Ltd., a provider of heat treating solutions; Sungear, a manufacturer of high precision gears and
assemblies for the aerospace industry; and Crown, a manufacturer of specialty components used in hydraulic actuation systems for commercial aircraft.
Located in Houston, TX, Intellifuse manufactures radial
bearings, pads and other wear products. The addition of radial
bearings to the H-D product portfolio is expected to comple[www.geartechnology.com]
ment the existing thrust bearings currently offered by iMECH.

Both of these products are incorporated into the downhole
drilling motors used by oil and gas companies and will operate
out of a new facility in Houston.
Intellifuses cofounders, Mike Speckert and Majid
Delpassand, will remain with the business. Speckert will be
the manager of U.S. operations for the combined iMECH and
Intellifuse business, while Delpassand will serve as an advisor to
the company.
Intellifuses coated radial bearings are proven in the market and represent an outstanding, complementary line extension for iMECH, said H-D CEO Chris DiSantis. Intellifuse
and iMECH are both experts in the manufacture of downhole
mud motor components. We will now be able to provide our
customers with another durable solution that enhances drilling efficiency, reduces cost per circulating hour, and allows for
higher asset utilization.
H-D shares our vision for growth and can provide the
resources required to invest in facilities, equipment and product development, added Speckert. Were excited to partner
with H-D and look forward to expanding our relationships with
both new and existing customers.
H-D was formed in December 2012 by a partnership among
Hicks Equity Partners, The Riverside Company and Weinberg
Capital Group to acquire and develop manufacturers of mission-critical, precision engineered components.
GEAR CUTTING SOLUTIONS
Sylvia Wetzel
SPEAKS AT ANNUAL REGIONAL MEETING

On Monday Dec. 8, Bison Gear &
Engineering Chief Learning Officer
Sylvia Wetzel spoke at the National
Fluid Power Associations (NFPA)
annual regional meeting at Harper
College (Palatine, IL). The meeting,
which focused around workforce
development, was geared toward
helping a company address the
challenge of finding and maintaining a skilled manufacturing workforce.
In addition to Wetzel, the meeting featured Dr. Maria H.
Coons, vice president of Workforce and Strategic Alliances,
who also spoke on the need for developing a maintainable
skilled workforce.
Wetzel has implemented the National Association of
Manufacturers (NAM) stackable credentials at Bison for all
production personnel, improving productivity within the organization by 32%. She was also a leader on the state-wide STEM
manufacturing program study in Illinois, and continues to
lead the Skilled Workforce Initiative to create and implement
solutions that can remedy the shortage of qualified entry level
workers.
71
industry news
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While employers invest in equipment, tooling and materials,
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they often neglect to make similar investments in their employees, said Jeannine Kunz, managing director of workforce and
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9/24/2013 11:25 AM
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72
Dr. Sebastian Idler
WINS CTI YOUNG DRIVE EXPERTS AWARD

On December 10, the 6th Annual CTI Young Drive Experts
Award Ceremony was held at the 13th International CTI
Sy mp o s iu m f or Aut om ot i v e
Transmissions, HEV and EV
Drives. The runner-up was Dr.
Felix Tpler, while first place
went to Dr. Sebastian Idler .
The honorary speech was held
by Prof. Dr. Ferit Kkay of TU
Braunschweig, who is a jury member and the chair of the Berlin
Transmission Symposium.
15_01_28_Advert_Gear_Technology_89x120_fmi.indd 1
29.01.2015 14:26:36
Tpler won the award for his PhD thesis on Predictive

Energy Management for Plug-in Hybrid Vehicles. In its statement, the jury explained that Dr. Tpler added a prediction
function to existing operating strategies of plug-in hybrid
vehicles. In a realistic driving cycle, the parallel plug-in hybrid
vehicle assessed consumed 5 percent less energy than a hybrid
vehicle without the prediction function. Dr. Tpler wrote his
paper as a student at the RWTH Aachen. He currently works
as a senior engineer in the field of drive systems at FKA:
Forschungsgesellschaft Kraftfahrwesen mbh Aachen.
The title of Idlers winning PhD thesis was Scuffing Load
Capacity of Continuously Variable Transmissions.
In his honorary speech, Kkay said [Using Idlers applied
procedure] it is possible to optimize the pressure strategy in
relation to temperature, and hence to prevent scuffing reliably
during operation.
Idler currently heads the E-Mobility Team at the Gear
Research Centre (FZG) at Munich Technical University.
NEW RELEASE 03/2014
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Strength calculation and 3D models of
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Simulation of flank wear based on
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Enhanced sizing for gear modifications
3D display of shafts and bearings
Efficiency and thermal rating in KISSsys
And many more ...
Koepfer America
SPONSORS ITALIAN GEAR TECH TOUR

Koepfer America sponsored a group of North American gear
manufacturers on a technology-focused Italian Gear Tech
Tour. The trip started Nov. 16 and ended Nov. 22, 2014, and
covered the latest Italian gear products to be introduced to the
North American market.
KISSsoft USA, LLC

3719 N. Spring Grove Road
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Phone (815) 363 8823
dan.kondritz@KISSsoft.com
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GearTech_KISSsoft_Rel_03_2014_Highlights_89x120_5mm.indd 1
5/5/2014 10:50:19 AM
PUTTING
A LIFETIME
OF
GEAR
DESIGN
The group consisted of select representatives from the industrys leading gear manufacturers who received a personal look
into these companies as well as tours of several gear manufacturers, such as Corradini Giacomo Gears and OMIG
Ingranaggi.
The tour took place in the northern region of Italy where the
countrys heart of manufacturing is concentrated. A key stop
was to CLC, one of Italys fastest growing gear machine tool
manufacturers.
It was a pleasure to host such a great group of gear manufacturers, said Roberto Cervi, president of CLC. We truly
welcome the opportunity to share the latest technology being
developed and implemented in our factory.
Of particular interest to the group were CLCs horizontal
hobbing machines, which provide new options for the U.S.
market. The tour highlighted these machines flexible custom-
EXPERIENCE
TO WORK FOR YOU
Reverse engineering
Gearbox upgrades
Custom gearbox design
Specification development
Project management
Vendor qualification
Design reviews
Bid evaluations
Tooling design
Customized gear training
Equipment evaluation
Custom machine design
Charles D. Schultz
chuck@beytagear.com
[630] 209-1652
www.beytagear.com
73
industry news
ization that allows for the hobbing of long shaft-type parts up
to 3 meters in length. CLCs gear shaping machines also presented a high-quality gear cutting solution that the group found
intriguing.
Another featured stop on the Italian Gear Tour was to Fubri,
one of Europes premier gear cutting tool manufacturers. The
tour included a close-up look at the many operations involved
in manufacturing a gear cutting tool, such as relief grinding,
gash milling, and final inspection and certification. The tour
group learned about Europes new high-speed steel, MC90,
which features a specialized, high-quality heat treatment process that provides a material competitive with carbide.
I enjoyed the opportunity to participate in the tour, said
Simone Guarna, head of sales and marketing for Fubri. I think
the group valued the demonstration of our factorys wide range
of capabilities in manufacturing high-quality, medium- and
coarse-pitch gear cutting tools.
Artur Pajak
NAMED VICE PRESIDENT OF OPERATIONS

FOR EFD INDUCTION GROUP
EFD Induction Group, a maker of
induction-based industrial heating
solutions, recently announced the
appointment of Artur Pajk as
vice president of operations.
Im of course excited to be joining EFD Induction said Pajk.
The company has an enviable customer base and a global presence.
That, plus the fact that we have
superior applications knowledge
and equipment technology means
we are well positioned to become even more successful.
A Polish national, Pajk holds a Master and Engineering
Degree from Radom University of Technology, as well as
an Executive MBA from Warsaw University of Technology
Business School. Pajk joins EFD Induction from Kongsberg
Automotive, where he served as director of business line interior.
Id like to welcome Artur Pajk aboard, said CEO Bjrn
Eldar Petersen. He brings significant experience from the
global automotive industry to EFD Induction, and he has keen
insight and leadership that will prove invaluable to us as we
work to safely and reliably deliver induction heating solutions
to the worlds leading manufacturing companies.
74
EOS and MTU
FORM JOINT STRATEGIC DEVELOPMENT

OF THEIR TECHNOLOGIES
EOS, the global technology and quality leader for high-end
additive manufacturing (AM) solutions, and MTU Aero
Engines, Germanys leading engine manufacturer, are closely
cooperating to develop quality assurance measures for metal
engine components using additive manufacturing. The two
companies have now signed a framework agreement for the
joint strategic development of their technologies.
The first result of these joint endeavors is the optical tomography (OT) developed by MTU, a complement to the modular
EOS monitoring portfolio. In addition to several sensors that
monitor the general system status, the camera-based OT technology controls the exposure process and melting characteristics of the material at all times, to ensure optimum coating and
exposure quality.
MTU and EOS have been working intensively for several
years, and this collaboration is now about to develop into an
even closer, partner-based technological cooperation, centered on their quality assurance tool, said Dr. Adrian Keppler,
head of sales and marketing (CMO) at EOS. The OT solution
enables us to perform an even more holistic quality control of
the metal additive manufacturing processlayer by layer and
part by part. A very large proportion of the quality control process that previously took place downstream can now be performed during the manufacturing process, with a considerable
saving in quality assurance costs. This also allows us to satisfy a
central customer requirement in the area of serial production.
Quality assurance is important in the field of serial production because it is vital both for ensuring repeatable high component quality and for continually reducing the quality control costs of components made using the technology, which
ultimately serves to reduce unit costs. The system settings and
process parameters are constantly monitored in the ongoing
manufacturing process on EOS systems, to ensure that system
and manufacturing process conditions are ideal for maximum
component quality.
FEELING SOCIAL?
Interact with your Gear Industry peers
at www.geartechnology.com.
Gear Technology blog
Ask the Expert
Join the Gear
Technology group
on LinkedIn (1,100
members and
growing!)
twitter.com/#!/Gear_Technology
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calendar
February 23-25 MIM 2015 Sheraton Tampa
April 20-23 AeroDef Manufacturing Hilton Anatole,
February 24-26 Houstex 2015 George R. Brown

Convention Center, Houston. Everything about Houstex 2015
is big, from the venue to the location to the opportunity.
Exhibitors at Houstex 2015 can solidify their place in one of
the nations leading manufacturing regions, expand into new
markets and industries, connect with decision-makers from
diverse companies, demonstrate their products in a meaningful way, and network with the biggest thinkers and doers in
Southern Manufacturing. Houstex 2015 is an immersive experience, featuring hundreds of exhibitors highlighting the latest
manufacturing technologies and new interactive opportunities.
Attendees will enjoy scores of new product demonstrations, hear
experts share insights on industry trends and make connections
that can take their company to the next level. For more information, visit www.houstexonline.com.
May 12-14 - EASTEC Eastern States Exposition, West

Springfield, MA. With more than 500 exhibitors, complimentary
conference sessions, industry keynotes and much more, EASTEC
is an event dedicated to keeping northeast manufacturers competitive. Its where manufacturing ideas, processes and products
that make an impact in the northeast region are highlighted
through exhibits, education and networking events. The event
offers a unique chance to connect with resources that can solve
any companys most pressing problems, improve productivity
and increase profits. Its clear why so many business owners,
engineers, designers, production managers and purchasing executives attend EASTEC to keep their operations current. EASTEC
brings human ingenuity and manufacturing brilliance together.
For more information, visit www.easteconline.com.
March 3-8 TIMTOS 2015 Taipei City, Taiwan. It is

estimated that over 1,000 exhibitors from 17 nations will be in
attendance. The exhibits 5,400 booths will make maximum use
of the available 100,000 square meters of space spread out over
the four venues. At the press conference held in November 2014,
industrial journalists from Taiwan and abroad were present,
paying close attention to the latest news on TIMTOS, Taiwans
machine tool exports and the domestic trade fair development.
Officials answered any concerns and provided an abundance of
information and analysis. In the end, people in the industry were
invited to participate in the most concentrated machine tool
show in Asia, TIMTOS 2015. For more information, visit www.
timtos.com.tw.
June 9-11 Parts2Clean Stuttgart/Hannover, Germany.

Cleaning parts and surfaces costs money just how much
money depends on the required result. Whether the job is simple
degreasing or cleaning to meet strict technical requirements,
achieving the necessary quality quickly, reliably and economically involves factors that go beyond the cleaning method used and
include the selection of the proper cleaning medium and containers and subjects like bath maintenance and packaging of the
cleaned parts. You can explore all these aspects at Parts2Clean,
the only trade fair in the world focusing exclusively on industrial
parts and surface cleaning. Parts2Clean not only reflects todays
market in its entirety, but also offers lots of added value in terms
of its unparalleled three-day forum. For more information, visit
www.parts2clean.com.
Riverwalk, Tampa, FL. Metal injection molding, ceramic injection

molding and cemented carbide injection molding have estimated
sales of nearly $1.5 billion and could possibly double in a span of
five years. With this continued growth and interest, the industry
has realized major technological advances and overcome numerous business challenges. The objective of the conference is to
explore these advances, assist in the transfer of technology, and
investigate new developments in the field of injection molding
of metals, ceramics, and carbides. The conference is targeted
at product designers, engineers, consumers, manufacturers,
researchers, educators, and students. All individuals with an
interest in the application of powder injection molding will be
encouraged to attend. For more information, visit http://mpif.org/
MIM/MIM2015/index.html.
March 4-7 The MFG Meeting Orlando World Center

Marriott, Orlando, FL. The MFG Meeting brings together the
manufacturing industry for a conference experience that provides educational and networking opportunities. Engage with
the industrys thought leaders and discuss business solutions
with peers all in one place. One of the highlights of this years
conference will be a training session with Michael Hoffman,
president of Igniting Performance, a company that specializes in
sales, leadership and building customer loyalty. His innovative
program, Secrets of the 1%ers, taps into the methods and the
motivations of the best of the best showing how they became
influential and how to replicate their success. For more information, visit www.themfgmeeting.com.
76
Dallas, TX. New in 2015, AeroDef Manufacturing will take place

in Texas, one of the top manufacturing states in the country.
The new location offers opportunities to reach a promising new
audience for any company. The leading aerospace and defense
OEMs have come together to provide direction for AeroDef have
and lend insight on what they need from suppliers, discuss their
current and future technology investments and plan for developing a skilled workforce. AeroDef attracts high-level attendees
with exclusive content developed and presented by the leading aerospace and defense OEMs. Speakers, panel discussions
and the technical conference are carefully selected to address
issues and technologies of strategic importance to the industry.
Networking events are held on the floor to encourage meaningful collaboration among presenters, attendees and exhibitors.
For more information, visit www.aerodefevent.com.
June 17 Western Manufacturing Technology

Show Edmonton EXPO Centre, Edmonton, Alberta. True to
its name, WMTS targets the specific needs of manufacturers in

Western Canada. Ever-evolving technology, unique economic
challenges, and the heavy influence of the oil and gas industry
present a diverse mix of circumstances and WMTS is up to
the task of meeting them. A showcase of top solution providers,
the WMTS has the answers attendees are searching for. Walk
the show floor and meet face-to-face with the experts who can
explain how applying new methods and advanced technology
can improve operations and margins. Leading-edge machine
tools, tooling and accessories, fabrication, design, automation,
process control, and plant maintenance equipment its everything businesses need all under one-roof. For more information,
visit www.wmts.ca.
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ad index
Accu-Drive Inc.page 72
www.accudrv.com
Ipsen International page 39

www.ipsenusa.com
AGMA (Gear Expo)page 27

www.gearexpo.com
Kapp Technologiespage 3
www.kapp-usa.com
All Metals & Forge Group, LLCpage 12

www.steelforge.com
KissSoftpage 73
www.kisssoft.com
B&R Machine & Gear Corp.Inside Back Cover

www.brgear.com
KlingelnbergOutside Back Cover

www.klingelnberg.com
Beyta Gear Servicepage 73

www.beytagear.com
Koro Sharpening Servicepage 79

www.koroind.com
Brevini Gearpage 16
brevinigear.com
Liebherrpage 5
www.liebherr.com
The Broach Masters & Universal Gearpage 17

www.broachmasters.com
Luren Precision Co., Ltd.page 15

www.lurenchicago.com
Circle Gearpage 79
www.circlegear.com
McInnes Rolled Ringspage 13

www.mcinnesrolledrings.com
Donner + Pfisterpage 4
www.dpag.ch
Midwest Gear & Tool Inc.page 71

midwestgear@sbcglobal.net
DTR Corp.page 29
www.dragon.co.kr
Mitsubishi Heavy Industriespage 8

www.mitsubishigearcenter.com
Excel Gearpage 23
www.excelgear.com
Nachi Americapage 19
www.nachiamerica.com
Forest City Gearpage 7

www.forestcitygear.com
Pentagear Productspage 20
pentagear.com
Framo-Moratpage 72
www.framo-morat.com
Phoenix Tool & Thread Grindingpage 79

www.phoenixthreadgrinding.com
Gear Expo (AGMA)page 27

www.gearexpo.com
Presrite Corp.page 37
www.presrite.com
The Gear Machinery Exchangepages 78, 79

www.gearmachineryexchange.com
Proto Manufacturingpage 14
www.protoxrd.com
German Machine Tools of America page 31

www.gmtamerica.com
Radiac Abrasivespage 25
www.radiac.com
Gleason Corp.pages 40-41

www.gleason.com
Rave Gears & Machiningpage 11

www.ravegears.com
Goldstein Gear Machinery LLCpages 78, 79

www.goldsteingearmachinery.com
Schnyder S.A.page 71
www.hanikcorp.com
Hans-Jrgen Geiger Maschinen-Vertrieb GmbHpage 21

www.geiger-germany.com
Seco Toolspage 18
www.secotools.com/steadyline
Hilco Industrial Limitedpage 25

www.hilcoind.com
Star SU LLCpages IFC1,79

www.star-su.com
Index Technologiespage 79
www.gallenco.com
Suhner Manufacturingpage 4
www.suhner.com
GLEASON
GEAR EQUIPMENT
GENERATORS
Model 642 G-Plete, Hypoid
13" (330mm), Helical Motion,
FORMATE, Excellent, 1982
Model 601 G-Plete Hypoid

Rough & Finish Ring Gears,
10.5" (275mm), 1982
(2) Model 116 Hypoid
Finishers, 1960
Model 14 Coniflex Straight
Rough & Finish, Complete
TESTERS
Model 504 Hypoid
36"/24" (914mm/609mm)
#80/#60 Tapers,
80 to 60, 60 to 39, and
39 to 14 adaptors, 1960
Model 27M Hypoid
30.5" (925mm), #60/#39
Tapers, From Aircraft, 1961
Model 515 Hypoid
24"/12" (609mm/304mm),
#39/#39 Tapers, 1976,
rebuilt by Gleason 2004
Model 502 Hypoid
10.5"/6" (270mm/155mm)
#39/#14 Tapers
From Aircraft, 1964
78
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Model 519M Universal

36"/24" (914mm/609mm)
#60/#39 Tapers, 1966 & 1976
Model 519 Universal,
36"/24" (914mm/609mm)
#39/#14 Tapers, 1961
Model 13 Universal,
13" (335mm), #39/#14 Tapers
From Aircraft
Model 6 Split Head Universal,
7.5" (190mm)
From Aircraft, 1958 & 1966
Model 6 Solid Head Universal,
7.5" (190mm), From Aircraft
Documented
Quality Control Program
TESTERS
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79
addendum
Little Gears, Big Picture
Georgia Tech professor discovers gear-like

structures in superlattices
Erik Schmidt, Assistant Editor
If there wasnt such a thing as air (seriously, who even needs
it?), gears might stand alone as the most ever-present entities on
earth.
They are literally everywhere you turna universal, inescapable part of the world we live in, sort of like Justin Bieber but
with less hair gel and electronic synthesizers.
Unlike the Biebs, however, gears hardly ever wind up in the
tabloids, so they tend to exist in invisible space despite being
right in front of your eyes.
Still, whether you acknowledge their handiwork or not, the
fact remains that gears are what keep the world churning forward. Cars, bicycles, motors, clocksyou see, without gears
we would literally become unstuck in time. And those are
just the obvious apparatuses that contain them. Look closer,
like through a microscope for instance, and you might find a
Lilliputian landscape powered by teeny, tiny cogwheels.
Thats what computational scientist Uzi Landman did, anyway.
The Fuller E. Callaway Professor of Computational Materials
Science at the Georgia Institute of Technology, Landman
recently conducted an experimental study of self-assembled, silver-based, crystallite structures known as superlattices.
Andsurprise, surprisedeep down in even these smallest
of forms, there were gears running the show.
Landman, an award-winner in the realm of physics
whodespite sharing his name with a death-wreaking Israeli
submachine gunspeaks with the kind of soothing, exotic
voice that conjures up images of fuzzy woodland critters and
religious figures draped in elegant white robes, was ecstatic with
the fascinating discovery:
We started to ask the question of what would happen if you
actually take the solids that you can form from these little crystallites when you compress them, Landman said. To our tremendous surprise, the process that accompanies the compression of these solids is very, very peculiar and unusual.
In other words, the more you compress them, the easier it
becomes to press on. Normally when you compress something
there becomes a limit where you cannot compress any further.
Think about a springyou start and its easy, but the more you
compress, the more it resists the compression. These solids have
something that is called negative pressure derivative; in other
words, the more you press on it, the easier it becomes, which is
very anomalous.
What we found was that the individual crystallites that are
neighboring each other, in response to applied pressure, instead
of just moving and crowding together, they at some point start
to rotate. They rotate in respect to each other very much like
gears. The rotation is like the sawtooth of one gear moving the
sawtooth of a corresponding gear.
80
There is something very cooperative about this motion. Its

like a huge array of thousandsof millionsof gears.
These gear-like structures, according to Landman, help to
create a molecular machine with some of the smallest moving
elements ever observed.
The smallest machine ever? Now thats bigfiguratively
speaking, of course.
The movement of these silver nanocrystallites could allow the
superlattice material studied by Landman to serve as an energyabsorbing structure, converting force to mechanical motion.
Think Kevlar on steroids after downing a crate of Mountain
Dew.
Im not sure if it would be used for bulletproof vests, but it
could be a material that will serve like a shield, Landman said.
It could also be used for the landing of a spacecraft, as it can
absorb a tremendous amount of impact. If you have this material lined in certain areas of the craft it could be a way to protect
from damage.
So yes, gears shoulder some massive responsibilities in our
robust, metallic utopia in the sky. They are, in effect, the lifeblood of a sprawling civilization dependent on giant machines
to keep pace with our oversized lives.
And yet it seems so fitting that, on a microscopic level, we
have these quaint little gears churning and rotating like their
bigger cousinswith the added benefit of absorbing damage
done by bullets and other deadly impacts.
Big, small, it hardly matters. Gears will just keeping on quietly moving us forward, whether we notice or not.
Justin Bieber, eat your heart out.
TEAMPLAYER.
TEAMPLAYER.
GEAR MANUFACTURING SOLUTIONS
GEAR MANUFACTURING SOLUTIONS
FOR MAXIMUM PERFORMANCE
FOR MAXIMUM PERFORMANCE
BY KLINGELNBERG
BY KLINGELNBERG
OERLIKON
OERLIKON
HFLER
HFLER
MEASURING TECHNOLOGY
BEVEL GEAR TECHNOLOGY

CYLINDRICAL GEAR TECHNOLOGY

A winning team has a system. It is perfectly tuned and balanced.

A winning team has a system. It is perfectly tuned and balanced.
It acts with the utmost precision. The strengths of each individual
It acts with the utmost precision. The strengths of each individual
work together like perfect gears.
work together like perfect gears.
Klingelnbergs divisions are true team players:
Klingelnbergs divisions are true team players:
Ground breaking solutions for an optimal production process
Ground breaking solutions for an optimal production process
of Bevel and Cylindrical Gears give manufacturers worldwide
of Bevel and Cylindrical Gears give manufacturers worldwide
a leading edge in gear manufacturing.
a leading edge in gear manufacturing.
Win the match:
Win the match:
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www.hofler.com
SUBJECT
SUBJECT
TO CHANGES.
TO CHANGES.
KLINGELNBERG
KLINGELNBERG
NEXT FAIRS:
NEXT FAIRS:
CIMT Apr 20-Apr 25, 2015
StandApr
W1-152
CIMT
20-Apr 25, 2015
Beijing,
China
Stand
W1-152
Beijing, China
KLINGELNBERG America, Inc.

KLINGELNBERG America, Inc.
p.
p.
e.
e.
+1 734 470 6278

+1 734 470 6278
usa.sales@klingelnberg.com
usa.sales@klingelnberg.com



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Hi,Robot

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GEAR TECHNOLOGY|January/February 2015

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THE JOURNAL OF GEAR MANUFACTURING

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Seamless rolled Rings 4-144OD CARBON ALLOY STAINLESS