• Tribology and Lubricants
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• v.34 no.6
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• pp.325-331
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• 2018

Automobiles and systems requiring high gear ratios and high power densities generally use worm gears. In particular, as worm gears have a small volume and self-locking function, home appliances such as refrigerators and washers consist of worm gears. We can classify worm gears into cylindrical worms and rectangular worms. According to the AGMA standard, there are four types of cylindrical worms, ZA, ZN, ZK and ZI, depending on the machining of the worm shaft. It is preferable to use a ZI-type worm shaft, which is a combination of a worm wheel having an involute helical tooth surface and a conjugate tooth surface. However, in many cases, industries mostly use ZK, ZN, and ZA worm shafts because of the ease of processing. This paper presents numerical approaches to produce ZI and ZA worm surfaces and worm wheel. For the analysis of the transmission error of a worm gear system, this study (1) generates surface profile functions of ZI profile worm gear and worm shaft based on the common rack theory, (2) adopts the Newton-Raphson method for the analysis of the gear surface contact condition, and (3) presents and compares the corresponding transmission errors of ZI and ZA worm gears.

• Transactions of Materials Processing
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• v.21 no.1
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• pp.67-74
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• 2012

Although high productivity is possible, cold forged helical gears have not been widely used due to difficulty in achieving mechanical properties as well as dimensional accuracy of the product. Confidence in the gear characteristics also is very important in heavy-duty gear applications. Therefore, the properties of forged gears must be compared to the properties of conventional machined gears. The properties might be different due to the different fabrication processes. In this study, machined and forged products both before and after heat-treated have been compared by measuring the residual stress and involute curve of the tooth. Characteristics of hardness and microstructure were also compared. Additionally, tooth fracture strength was compared for the heat-treated products. Moreover, the tooth strength and the fracture pattern were compared between the machined and forged gears. The forged gear showed decreased changes in residual stress and decreased changes in dimensions when compared to the machined gear before and after heat treatment. The forged gear was over 10% better than the machined gear in tooth strength.

• Transactions of Materials Processing
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• v.5 no.2
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• pp.115-121
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• 1996

Recently it is attempted to manufacture gears by various cold forging methods to meet requirements of mass production and uniform qualities. Compared to machined gears cold forged ears reveal higher tooth strength and better surface roughness but they reveal lower geometrical accuracies. Therefore in the present study a series of experiments are performed to investigate relations between geometrical accuracies of dies and billet and those of the final product. The geometrical accuracies of forged gears are considered through functional gear-element tolerances by measuring pitch error profile error lead error radial error tooth thickness and rolling test. Results of the experiments can be summarized as follows: (1) involute spur gears of KS 5(or AGMA7) accuracies can be made,(2) concentricity of die set should be maintained within 0.01mm (3) clearance between the billet and die set should be less than 0.1mm (4) con-centricity and radial runout should be less than 0.08mm and 0.1mm respectively. However it is thought that FEM analysis of elastic/thermal deformations of dies and the billet is necessary for a better understanding of the findings obtained through the present study.

• Transactions of the Korean Society of Mechanical Engineers A
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• v.21 no.9
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• pp.1364-1372
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• 1997

In this paper, the forging of helical gears has been investigated. Punch is tooth-shaped as is the die insert. The punch compresses a cylindrical billet placed in a die insert. As a consequence the material of billet flows into the tooth region. The forging has been analysed by using the upper-bound method. A kinematically admissible velocity field has been developed, wherein, an involute curve has been introduced to represent tooth profile of the gear. Numerical calculations have been carried out to investigate the effects of various parameters, such as module, number of teeth, helix angle and friction factor on the forging of helical gears. Some forging experimentswere carried out with aluminum alloy to show the validity of the analysis. Good agreement was found between the predicted values of the forging load and obtained from the experimental results.

• Proceedings of the Korean Society for Technology of Plasticity Conference
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• 1994.03a
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• pp.55-62
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• 1994

For theoretical estimate of closed-die forging pressure, upper-bound method is applied to the involute tooth profile. In the analysis, the deformation regions have been divided into several zones. A constant frictional stress has been assumed on the contacting surfaces. Utilizing the formulated velocity fields, numerical calculations have been carried out to investigate the effects of various parameters, such as module, number of teeth and friction factor, on the forging of spur gears. Very close agreement was found between the predicted values of forging load and those obtained from experimental results.

• Proceedings of the Korean Society of Precision Engineering Conference
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• 1996.11a
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• pp.144-149
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• 1996

In this paper, the clamping type forging of helical gears has been investigated. Clamping type forging is an operation in which the product is constrained to extrude sideways through an orifice in the container wall. Punch is cylindrical shaped. The punch compresses a cylindrical billet placed in a die insert. As a consequence the material flows in a direction perpendicular to that of punch movement. The forging has been analysed by using the upper-bound method. A kinematically admissible velocity field has been developed, wherein, an involute curve has been introduced to represent tooth profile of the gear. Numerical calculations have been carried out to investigate the effects of various parameters, such as module, number of teeth, helix angle, friction factor and initial height of billet on the forging of helical gears.

• Transactions of Materials Processing
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• v.5 no.2
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• pp.105-114
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• 1996

Recently, precision forging techniques are applied to manufacture spur gears. Compared to conventional machining, they produce parts of better mechanical properties and less residual stresses with a much higher production rate. In the present investigation a rigid-plastic three dimensional finite element method was applied to analyze hot forging and cold sizing of a spur gear by closed dies. The involute curve of a tooth profile was approximated by a circle close to the curve. Results of the analyses make it possible to predict local strengths of the gear die failure and an appropriate preform for cold sizing. It was found that the preform for cold sizing. It was found that the preform for the cold sizing is the most important because it determines whether the gears especially teeth can be successfully formed.

• Transactions of the Korean Society of Mechanical Engineers A
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• v.21 no.11
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• pp.1827-1836
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• 1997

In this paper, the clamping type forging of helical gears has been investigated. Clamping type forging is an operation in which the product is constrained to extrude sideways through an orifice in the container wall. Punch is cylindrical shaped. The punch compresses a cylindrical bilet placed in a die insetr. As a consequence the material flows in a direction perpendicular to that of punch movement. The forging has been analysed by using the upper-bound method. A kinematically admissible velocity field has been developed, wherein, an involute curve has been introduce to re4present tooth profile of the gear. Numerical calculations have been carried out to investigate the effects of various parameters, such as module, number of teeth, helix angle, friction factor and initial height of billet on the forging of helical gears. Some firgiing experiments were catrried out with aluminium alloy to show the validity of the analysis. Good agreement was found between the predicted values of the forging load and obtained from the experimental results.

• Transactions of the Korean Society of Mechanical Engineers A
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• v.40 no.12
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• pp.1005-1011
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• 2016

The fundamental reason for gear noise is transmission error. Transmission error occurs because of STE (static transmission error) and DTE (dynamic transmission error), while a pair of gears is meshing. These errors are generated by the deflection of the teeth and the friction on the surface of the teeth. In addition, the vibration generated by transmission error leads to excited bearings. The bearings support the shafts, and the noise is radiated after exciting the gear casing. The analysis of the contact stress in helical gear tooth flanks indicates that it is due to impact loading, such as the sudden engagement and disengagement of a gear. Stress analysis is performed for different roll positions, in order to determine the most critical roll angle. Dynamic analysis is performed on this critical roll position, in order to evaluate variation in stresses and tooth contact force, with respect to time. In this study, transmission error analysis was implemented on a spur and helical gear with involute geometry and a modified geometry profile. In addition, in order to evaluate the intensity of impact due to sudden engagement and significant backlash, the impact factor was calculated using the finite element analysis results of static and dynamic maximum bending stresses.