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Gearbox CSI: Forensic Analysis of Gear & Bearing Failures — Useful T ools For Optimizing Gearbox Design Presented by: AGMA, AGMA Foundation, Raymond Drago, P.E. & Joseph W. Lenski, Jr., Drive Systems Technology, Inc. November 7-9, 2007 • Cl earwater , Florida G earbox ailures are not always related to predicted B-10 bearing lie and gear service actor calculations. Forensic analyses o gear and bearing ailures show that only a ew o these ailures are the result o true atigue (B-10 or basic gear rating). Many ailures, a lthough atigue in b asic origin, are the result o other contributing actors, oten o such magnitude that they overshadow the basic gear and be aring rating considerations. Tereore, careul e valuation o the results o orensic analysis must be given in the design o gearboxes to achieve the best gear and bearing perormance possible. F orensic analysis has become an important gearbox designer’s tool.  Te objective o this seminar is to pr ovide a better understanding o various types o gears and bearings and educate the designer  with the limitat ion and capabilities o rolling element bearings and the gears that they support, so that the designer can properly apply the best gear - bearing combination to any gearbox,  whether simple or complex. Bearings come in various types, sizes and congurations. Selecting the best bearing to optimize the overall gearbox design may not be possible unless we know how to take advantage o each conguration and apply the results o orensic analysis o past ailures. Understanding gearbox bearing ailures is critical in eliminating them in uture designs. Forensic analysis will determine the root cause and then the designer must determine what has to be done to eliminate this root c ause in uture designs. Some o the cures are very basic, while others require extensive eorts to incorporate the corrective measures into gearbox design. Tis approach is very important in optimizing the gearbox to achieve the best perormance o both gear and bearings. Actual data based upon the presenter ’s own gear design or the application and rolling element bearing experience will be presented. Te presentation is illustrated with numerous photographs and many case study synopses are discussed to provide real world examples o both ailures and preventative measures based on an understanding o the ailures. In addition to being colleagues or more than 40 years, the seminar leaders have had the great privilege o working directly together as an integrated “bearing/gear team.” Tis experience ranges rom aircrat and space vehicles (including a wide variety o helicopters, xed wing aircrat and space vehicles including the Space Shuttle and Atlas Rocket) to automotive and consumer products (such as mixers, electric tooth brushes, etc.), through heavy industrial equipment (steel and aluminum mill drive systems, mining applications, printing presses, etc.). Learn rom this experience to minimize your problems and maximize  your successes in uture gearbox bearing designs. It is our belie that a good gearbox designer is only as good as his or her “bag o tricks!” Join us and ll your personal bag o tricks. See the seminar outline on the back o this page ... Where: Sheraton Sand Key Resort 1160 Gul Blvd. Clearwater, Florida 33767 USA Phone: 727-595-1611 Room Rate: $160 single/double Hotel Cut-Off Date: October 5, 20 07 Cost: AGMA members: $1,895 1st Registrant $1,695 Additional Registrant Nonmembers: $2,395 1st Registrant $2,195 Additional Registrant Included in the fees for this seminar: Fees include all educational materials, scheduled meal unctions and an opening evening networking reception. A certifcate will be awarded upon completion o the seminar.
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Gearbox CSI: Forensic Analysis of Gear & Bearing Failures —

Useful Tools For Optimizing Gearbox DesignPresented by: AGMA, AGMA Foundation, Raymond Drago, P.E. & Joseph W. Lenski, Jr., Drive Systems Technology, Inc.

November 7-9, 2007 • Clearwater, Florida

Gearbox ailures are not always related to predictedB-10 bearing lie and gear service actor calculations.Forensic analyses o gear and bearing ailures show that

only a ew o these ailures are the result o true atigue (B-10or basic gear rating). Many ailures, although atigue in basicorigin, are the result o other contributing actors, oten o suchmagnitude that they overshadow the basic gear and bearingrating considerations. Tereore, careul evaluation o the resultso orensic analysis must be given in the design o gearboxes toachieve the best gear and bearing perormance possible. Forensicanalysis has become an important gearbox designer’s tool.

 Te objective o this seminar is to provide a better understandingo various types o gears and bearings and educate the designer

 with the limitation and capabilities o rolling element bearingsand the gears that they support, so that the designer can properly 

apply the best gear - bearing combination to any gearbox, whether simple or complex. Bearings come in various types, sizesand congurations. Selecting the best bearing to optimize theoverall gearbox design may not be possible unless we know how to take advantage o each conguration and apply the results o orensic analysis o past ailures.

Understanding gearbox bearing ailures is critical in eliminatingthem in uture designs. Forensic analysis will determine theroot cause and then the designer must determine what has tobe done to eliminate this root cause in uture designs. Some o the cures are very basic, while others require extensive eorts toincorporate the corrective measures into gearbox design. Tis

approach is very important in optimizing the gearbox to achievethe best perormance o both gear and bearings.

Actual data based upon the presenter’s own gear design orthe application and rolling element bearing experience willbe presented. Te presentation is illustrated with numerousphotographs and many case study synopses are discussed toprovide real world examples o both ailures and preventativemeasures based on an understanding o the ailures.

In addition to being colleagues or more than 40 years, theseminar leaders have had the great privilege o working directly together as an integrated “bearing/gear team.” Tis experienceranges rom aircrat and space vehicles (including a wide variety o helicopters, xed wing aircrat and space vehicles includingthe Space Shuttle and Atlas Rocket) to automotive andconsumer products (such as mixers, electric tooth brushes, etc.),through heavy industrial equipment (steel and aluminum milldrive systems, mining applications, printing presses, etc.). Learnrom this experience to minimize your problems and maximize

 your successes in uture gearbox bearing designs. It is our belie that a good gearbox designer is only as good as his or her “bag otricks!” Join us and ll your personal bag o tricks.

See the seminar outline on the back o this page ...

Where:

Sheraton Sand Key Resort 1160 Gul Blvd.Clearwater, Florida 33767 USAPhone: 727-595-1611Room Rate: $160 single/double

Hotel Cut-Off Date: October 5, 2007

Cost:

AGMA members: $1,895 1st Registrant$1,695 Additional Registrant

Nonmembers: $2,395 1st Registrant

$2,195 Additional Registrant

Included in the fees for this seminar:

Fees include all educational materials, scheduled mealunctions and an opening evening networking reception. Acertifcate will be awarded upon completion o the seminar.

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I. Introduction

Recognize, analyze and correct ailures; correlate problems and solutions

Understand applications; realizing gears, bearings, housing and lubrication interact

Study ailures; “We learn more rom ailures than successes”

Diagnosis; recognize the thing that broke may not be thing that caused the ailure

More than one thing can go wrong

Beware o laboratory analysis

II. Gear design and ailure analysis

Appropriate application o technology 

Failure types; wear, scoring, intererence, surace durability and racture

Lubrication ailureResonance

Processes and related damage; handling, marking, electric arc, magnetic particle inspection, etc.

Compound eects; misalignment with spacing errors, poor lubrication distribution

III. Material and manuacturing related efects

Inclusions

Hydrogen embrittlement

Residual tensile stresses

Voids and porosity 

Forging problems

Heat treatment and processing controls

Grinding burns and cracks

IV. Preventive measures

Detailed gear design, manuacture and quality control specications

Advanced technology application

 V. Bearing design and ailure analysis

Proper understanding and selection o bearing types and congurations – bearing selection as infuenced by gear type andloading

Design and abrication controls; how to select a bearing supplier

Basic bearing B-10 lie calculations; standard catalog rating methods and modied load actors

Methods to reduce manuacturing deects

Understanding operating conditions as infuenced by defection and load

Conducting a bearing orensic ailure investigation

Denition o true bearing atigue ailures

Assembly induced ailures

Operational induced ailures; loads, misalignment, lubrication, improper settings and clearance, contamination, dynamics

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SEMINAR OUTLINE

Gearbox CSI: Forensic Analysis of Gear & Bearing Failures —

Useful Tools For Optimizing Gearbox DesignPresented by: AGMA, AGMA Foundation, Raymond Drago, P.E. & Joseph W. Lenski, Jr., Drive Systems Technology, Inc.

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Gearbox CSI: Forensic Analysis of Gear

& Bearing Failures — Useful Tools for

Optimizing Gearbox Design

When:

 Wednesday, Nov. 7 8 a.m. – 4:30 p.m. Thursday, Nov. 8 8 a.m. – 4:30 p.m.Friday, Nov. 9 8 a.m. – 4:30 p.m.

Cost:

AGMA members:$1,8951st Registrant$1,695Additional Registrant

Nonmembers:$2,3951st Registrant$2,195Additional Registrant

Included in the fees for this seminar:

Fees include all educational materials,scheduled meal unctions and an openingevening networking reception. A certifcate

 will be awarded upon completion o theseminar.

Where:

Sheraton Sand Key Resort 1160 Gul Blvd.

Clearwater, Florida 33767 USAPhone: 727-595-1611Room Rate: $160 single/doubleHotel Cut-Off Date: October 5, 2007

 To obtain the preerred rate, be sure tomention AGMA when making yourreservations. The hotel will sell out so book early, directly with the hotel by October 5.

Online:

 www.agma.org

Phone:

(703) 684-0211

Fax:

(703) 684-0242

Mail:

500 Montgomery Street, Suite 350 Alexandria, VA 22314-1581

Guarantee your place by registering 

online or faxing this form today!

TO REGISTER: Please fll out the inormation below and ax this orm toAGMA, or register online at www.agma.org .

Name: ___________________________________________________________

First Name or Badge:_______________________________________________

 Title: ____________________________________________________________

Company: ________________________________________________________

Division/Dept.: ____________________________________________________

Address: _________________________________________________________

City: ____________________________________________________________

State: __________ ZIP: ______________ Country: _____________________

Phone: __________________________________________________________

Fax: _____________________________________________________________

E-mail: __________________________________________________________

rI want to join AGMA by October 5, 2007 to attend at the member discoun*Oer is available to new corporate members only.

r1st Registrant AGMA member $1,895

rAdditional Member Registrant rom Same Company $1,695

r1st Registrant Non-Member $2,395rAdditional Registrant rom Same Company $2,195

 Total $__________

Payment Method:

r Check  r Visa r Mastercard

r American Express r Discover

*For bank transer inormation, contact AGMA.Remit in U.S. Funds Only.

Card Number: _____________________________________________________Expiration Date: ___________________________________________________

Name on Card: ____________________________________________________

Signature: ________________________________________________________

Space is limited. Registration or this seminar is on a frst come, frst served basis.

Conditions o sale: Payment must accompany this orm by pre-registration dAll cancellations must be in writing and received by AGMA prior to Friday, October 5, 2007. A U.S. processing ee will be assessed or each cancelled registration that results in a reund. Reu

 will not be issued i cancellation occurs on or ater Friday, October 5, 2007.

Gearbox CSI: Forensic Analysis of Gear & Bearing Failures – Useful Tools for Optimizing Gearbox Desi

Presented by: Raymond Drago, P.E. & Joseph W. Lenski, Jr., Drive Systems Technology, I

1 Program Schedule

2 4 Ways to Register