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ANSI/AGMA 2001-D04 (R2016)

Fundamental Rating Factors and Calculation Methods for Involute Spur and Helical Gear Teeth

This standard presents general formulas for rating the pitting resistance and bending strength of spur and helical involute gear teeth, and supersedes ANSI/AGMA 2001-C95.  The purpose of this standard is to establish a common base for rating various types of gears for differing applications, and to encourage the maximum practical degree of uniformity and consistency between rating practices within the gear industry. It provides the basis from which more detailed AGMA application standards are developed, and provides a basis for calculation of approximate ratings in the absence of such standards.  The formulas presented in this standard contain factors whose values vary significantly depending on application, system effects, gear accuracy, manufacturing practice, and definition of gear failure. Proper evaluation of these factors is essential for realistic ratings. This standard is intended for use by the experienced gear designer capable of selecting reasonable values for rating factors and aware of the performance of similar designs through test results or operating experience.  In AGMA 218.01 the values for Life Factor, CL and KL, Dynamic Factor, Cv and Kv, and Load Distribution Factor, Cm and Km, were revised. Values for factors assigned in standards prior to that were not applicable to 218.01 nor were the values assigned in 218.01 applicable to previous standards.  The detailed information on the Geometry Factors, I and J, were removed from ANSI/AGMA 2001-B88, the revision of AGMA 218.01. This material was amplified and moved to AGMA 908-B89, Geometry Factors for Determining the Pitting Resistance and Bending Strength for Spur, Helical and Herringbone Gear Teeth. The values of I and J have not been changed from previous Standards.  In ANSI/AGMA 2001-B88 the Allowable Stress Number section was expanded. Metallurgical quality factors for steel materials were defined, establishing minimum quality control requirements and allowable stress numbers for various steel quality grades. Additional higher allowable stress numbers for carburized gears were added when made with high quality steel. A new rim thickness factor, KB, was introduced to reduce allowable bending loads on gears with thin rims. Material on scuffing (scoring) resistance was added as an annex. ANSI/AGMA 2001-B88 was first drafted in January, 1986, approved by the AGMA Membership in May 1988, and approved as an American National Standard on September 30, 1988.  ANSI/AGMA 2001-C95 was a revision of the rating method described in its superseded publications. The changes included: the Miner’s rule annex was removed; the analytical method for load distribution factors, Cm and Km, was revised and placed in an annex; nitrided allowable stress numbers were expanded to cover three grades; nitrided stress cycle factors were introduced; through hardened allowable stresses were revised; application factor was replaced by overload factor; safety factors SH and SF were introduced; life factor was replaced by stress cycle factor and its use with service factor redefined; and, the dynamic factor was redefined as the reciprocal of that used in previous AGMA standards and was relocated to the denominator of the power equation.  This standard, ANSI/AGMA 2001-D04, is a revision of its superseded version. Clause 8 was changed to incorporate ANSI/AGMA 2015-1-A01 and the Kv method using AGMA 2000-A88 was moved to Annex A. References to old Annex A, "Method for Evaluating the Risk of Scuffing and Wear” were changed to AGMA 925-A03. It also reflects a change to clause 10, dealing with the relationship between service factor and stress cycle factor. Editorial corrections were implemented to table 8, figure 14 and table E-1, and style was updated to latest standards.  This AGMA Standard and related publications are based on typical or average data, conditions, or applications. The Association intends to continue working to update this Standard and to incorporate in future revisions the latest acceptable technology from domestic and international sources.  The first draft of ANSI/AGMA 2001-D04 was completed in February 2002. It was approved by the AGMA membership on October 23, 2004. It was approved as an American National Standard on December 28, 2004.

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American Gear Manufacturers Association [agma]

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