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AGMA 925-A03 (R2013)

Effect of Lubrication on Gear Surface Distress

The purpose of this information sheet is to provide the user with information pertinent to the lubrication of industrial metal gears for power transmission applications. It is intended that this document serve as a general guideline and source of information about conventional lubricants, their properties, and their general tribological behavior in gear contacts. This information sheet was developed to supplement ANSI/AGMA Standards 2101-C95 and 2001-C95. It has been introduced as an aid to the gear manufacturing and user community. Accumulation of feedback data will serve to enhance future developments and improved methods to evaluate lubricant related wear risks.  It was clear from the work initiated on the revision of AGMA Standards 2001-C95 and 2101-C95 (metric version) that supporting information regarding lubricant properties and general tribological knowledge of contacting surfaces would aid in the understanding of these standards. The information would also provide the user with more tools to help make a more informed decision about the performance of a geared system. This information sheet provides sufficient information about the key lubricant parameters to enable the user to generate reasonable estimates about scuffing and wear based on the collective knowledge of theory available for these modes at this time.  In 1937 Harmon Blok published his theory about the relationship between contact temperature and scuffing. This went largely unnoticed in the U.S. until the early 1950’s when Bruce Kelley showed that Blok’s method and theories correlated well with experimental data he had generated on scuffing of gear teeth. The Blok flash temperature theory began to receive serious consideration as a predictor of scuffing in gears. The methodology and theories continued to evolve through the 1950’s with notable contributions from Dudley, Kelley and Benedict in the areas of application rating factors, surface roughness effects and coefficient of friction. The 1960’s saw the evolution of gear calculations and understanding continue with computer analysis and factors addressing load sharing and tip relief issues. The AGMA Aerospace Committee began using all the available information to produce high quality products and help meet its long-term goal of manned space flight. R. Errichello introduced the SCORING+ computer program in 1985, which included all of the advancements made by Blok, Kelley, Dudley and the Aerospace Committee to that time. It became the basis for annex A of ANSI/AGMA 2101-C95 and 2001-C95 which helped predict the risk of scuffing and wear. In the 1990s, this annex formed the basis for AGMA’s contribution to ISO 13989-1.  Just as many others took the original Blok theories and expanded them, the Tribology Subcommittee of the Helical Gear Rating Committee has attempted to expand the original annex A of ANSI/AGMA 2001-C95 and 2101-C95. Specifically, the subcommittee targeted the effect lubrication may have on gear surface distress. As discussions evolved, it became clear that this should be a standalone document which will hopefully serve many other gear types. This should be considered a work in progress as more is learned about the theories and understanding of the various parameters and how they affect the life of the gear. Some of these principles are also mentioned in ISO/TR 13989-1.  AGMA 925-A03 was approved by the AGMA Technical Division Executive Committee on March 13, 2003.


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American Gear Manufacturers Association [agma]


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