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AGMA 2101-D04 Document Information:
Title
Fundamental Rating Factors and Calculation Methods for Involute Spur and Helical Gear Teeth
American Gear Manufacturers Association
Publication Date:
Dec 28, 2004
Scope:
Rating formulas
This standard provides a method by which different gear designs can be
theoretically rated and
compared. It is not intended to assure the performance of assembled
gear drive systems.
These fundamental rating formulas are applicable for rating the
pitting resistance and bending
strength of internal and external spur and helical involute gear teeth
operating on parallel axes.
The formulas evaluate gear tooth capacity as influenced by the major
factors which affect gear
tooth pitting and gear tooth fracture at the fillet radius.
The knowledge and judgment required to evaluate the various rating
factors come from years of
accumulated experience in designing, manufacturing, and operating gear
units. Empirical factors
given in this standard are general in nature. AGMA application
standards may use other empirical
factors that are more closely suited to the particular field of
application. This standard is
intended for use by the experienced gear designer, capable of
selecting reasonable values for the
factors. It is not intended for use by the engineering public at
large.
Exceptions
The formulas of this standard are not applicable to other types of
gear tooth deterioration such as
plastic yielding, wear, case crushing and welding. They are also not
applicable when vibratory
conditions exceed the limits specified for the normal operation of the
gears (see ANSI/AGMA
6000-A88, Specification for Measurement of Lateral Vibration on Gear
Units).
The formulas of this standard are not applicable when any of the
following conditions exist:
- Damaged gear teeth.
- Spur gears with transverse contact ratio, εa, less than 1.0.
- Spur or helical gears with transverse contact ratio, εa, greater
than 2.0.
- Interference exists between tips of teeth and root fillets.
- Teeth are pointed.
- Backlash is zero.
- Undercut exists in an area above the theoretical start of active
profile. The effect of this
undercut is to move the highest point of single tooth contact,
negating the assumption of this
calculation method. However, the reduction in tooth root thickness due
to protuberance below the
active profile is handled correctly by this method.
- The root profiles are stepped or irregular. The YJ factor
calculation uses the stress correction
factors developed by Dolan and Broghamer. These factors may not be
valid for root forms which are
not smooth curves. For root profiles which are stepped or irregular,
other stress correction
factors may be more appropriate.
- Where root fillets of the gear teeth are produced by a process other
than generating.
- The helix angle at the standard (reference) diameter(Footnote *) is
greater than 50 degrees.
Scuffing criteria are not included in this standard. A method to
evaluate scuffing risk can be
found in AGMA 925-A03. This information is provided for evaluation by
users of this standard, with
the intent to include a scuffing evaluation method in a future version
of this standard.
Design considerations to prevent fractures emanating from stress
risers on the tooth profile, tip
chipping, and failures of the gear blank through the web or hub should
be analyzed by general
machine design methods.
Footnote * - Refer to ANSI/AGMA 1012-F90 for further discussion of
standard (reference) diameters.
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