The Lundberg–Palmgren (L–P) fatigue life formula, as a statistical fatigue theory, has been widely used in the industry. However, its direct applicability is limited to the components treated by surface strengthening technologies. Rolling contact fatigue tests and surface integrity measurements of American Iron and Steel Institute (AISI) 9310 rollers with several surface treatments were performed to address this issue. Based on these results, a modified L–P fatigue model was proposed, enabling the consideration of surface modification including surface roughness, residual stress, and hardening introduced by different surface treatments. Compared with the original L–P fatigue formula, its results are more accurate for surface strengthened specimens. Furthermore, this method can assess the contact fatigue life of gears treated by surface strengthening techniques.

The contact fatigue of aviation gears has become more prominent with greater demands for heavy-duty and high-power density gears. Meanwhile, the coexistence of tooth contact fatigue damage and tooth profile wear leads to a complicated competitive mechanism between surface-initiated failure and subsurface-initiated contact fatigue failures. To address this issue, a fatigue-wear coupling model of an aviation gear pair was developed based on the elastic-plastic finite element method. The tooth profile surface roughness was considered, and its evolution during repeated meshing was simulated using the Archard wear formula. The fatigue damage accumulation of material points on and underneath the contact surface was captured using the Brown-Miller-Morrow multiaxial fatigue criterion. The elastic-plastic constitutive behavior of damaged material points was updated by incorporating the damage variable. Variations in the wear depth and fatigue damage around the pitch point are described, and the effect of surface roughness on the fatigue life is addressed. The results reveal that whether fatigue failure occurs initially on the surface or sub-surface depends on the level of surface roughness. Mild wear on the asperity level alleviates the local stress concentration and leads to a longer surface fatigue life compared with the result without wear.

This study presents the results of detailed wear process examination on polyformaldehyde gears under both dry and lubricated conditions. A multi-purpose durability test rig was employed to study the wear performance of polyformaldehyde gear pairs. The wear behaviors of polyformaldehyde gears under dry and oil-lubricated operating conditions were characterized via measurements of gear tooth surface micro-topography and tooth profile deviation. Under the dry running condition, a hump and a gully appear on the tooth surface in the pitch line area of the driving gear and the driven wheel, respectively. The largest amount of wear was observed around the tooth root of the driving gear. However, the gear tooth wear pattern with lubrication is different from that under the dry running condition.

Carburized gears are widely used in geared machines such as wind turbines. Contact fatigue problems occur in engineering practice, reducing reliabilities of machines. Contact fatigue failures are related to many factors, such as gradients of mechanical properties of the hardening layer. In this work, an elastic-plastic contact model of a carburized gear is developed based on the finite element method to evaluate contact fatigue failure risk, considering variations in hardness and strength. The Dang Van multiaxial equivalent stress is calculated via Python coding within the Abaqus framework. The gradient of yield strength along the depth from case to core is considered. The concept of local material fatigue failure risk is defined to evaluate the probability of pitting failure. The effects of design factors, such as the case hardening depth (CHD), surface hardness, and contact pressure on fatigue failure risk, are studied. As the CHD increases or the surface hardness decreases, the risk of deep spalling failure reduces. The increase in surface hardness leads to a decreased risk of pitting failure, while the variation in CHD hardly affects the pitting failure risk.

Contact fatigue issues become more and more crucial in gear industry as they significantly affect the reliability and service life of associated mechanical systems such as wind turbine gearboxes. The contact fatigue behavior is mostly determined by the mechanical properties of materials and stress fields near the contact area, which is further influenced by the lubrication and surface roughness due to pressure fluctuations. In this study, a numerical model incorporating the lubrication state, tooth surface roughness, residual stress, and mechanical properties of the material is developed to determine the contact fatigue behavior of a megawatt level wind turbine carburized gear. The variations of the hardness and residual stress along the depth were characterized by the Vickers hardness measurement and X-ray diffraction test, respectively. The elastohydrodynamic lubrication theory was applied to predict the contact pressure distribution, highlighting the influence of the surface roughness that stemed from the original measurement through an optical profiler. The stress histories of the studied material points during a complete contact loading cycle were fast calculated using the discrete- concrete fast Fourier transformation (DC-FFT) method. Modified Dang Van diagrams under different working conditions were determined to estimate the contact fatigue failure risk. The effect of the root mean square (RMS) value of the surface roughness on the failure risk at critical material points were discussed in detail. Results revealed that the surface roughness significantly increases the contact fatigue failure risk within a shallow area, and the maximum risk appears near the surface.