AGMA Fundamental Rating Factors and Calculation Methods for Revision D04, December 28, Revisions reflected in this version include incorporating the latest AGMA accuracy standard (ANSI/AGMA A01) into the. edition of ANSI/AGMA D04), Fundamental Rating Factors and Calculation Methods for Involute. Spur and Helical Gear Teeth, are used in this chapter. Citations should read: See ANSI/AGMA D04, Fundamental Rating Factors and Calculation Methods for Invo- lute Spur and Helical Gear Teeth, published.

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Editorial corrections were implemented to table 8, figure 14 and table E-1, and style was updated to latest standards.

A new rim thickness factor, K Bwas introduced to reduce allowable bending loads on gears with thin rims. SCOPE Rating formulas This standard provides a method by which different gear designs can be theoretically rated and compared.

Spur gears with transverse contact ratio, m pless than 1. However, the reduction in tooth root thickness due to protuberance below the active profile is handled correctly by this method. This AGMA Standard and related publications are based on typical or average data, conditions, or applications. Material on scuffing scoring resistance was added as an annex.

Proper evaluation of these factors is essential for realistic ratings. Undercut exists in an area above the theoretical start of active profile. 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.

Exceptions The formulas of this standard ans/agma not applicable to other types of gear tooth deterioration such as plastic yielding, wear, case crushing and welding.

All publications are subject to revision, and the users of this standard are encouraged to investigate the possibility of applying the most recent editions of the publications listed. The knowledge and judgment required to evaluate the various rating factors come from years of accumulated experience in designing, manufacturing, and operating gear units.


AGMA application standards may use other empirical factors that are more closely suited to the particular field of application. The formulas evaluate gear tooth capacity as influenced by the major factors which affect gear tooth pitting and gear tooth fracture at the fillet radius. This standard is intended for use by the experienced gear designer, capable of selecting reasonable values for the factors. This information is provided for evaluation by users of this standard, with the intent to include a scuffing evaluation method in a future version of this standard.

Empirical factors given in this standard are general in nature. The J factor calculation uses the stress correction factors developed by Dolan and Broghamer [19].

Values for factors assigned in standards prior to that were not applicable to For root profiles which are stepped or irregular, other stress correction factors may be more appropriate.

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.

Design considerations to prevent fractures emanating from stress risers on the tooth profile, tip chipping, and failures of the gear blank through the web or hub should be analyzed by general machine design methods. The values of I and J have not been changed from previous Standards. 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.

Scuffing criteria are not included in this standard. Where root fillets of the gear teeth are produced by a process other than generating. It was approved as an American National Standard on December 28, These factors may not be valid for root forms which are not smooth curves. The effect of this undercut is to move the highest point of single tooth contact, negating the assumption of this calculation method.


Metallurgical quality factors for steel materials were defined, establishing minimum quality control requirements and allowable stress numbers for various steel quality grades.

Suggestions for improvement of this standard will be welcome. 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.

Item Detail – ANSI/AGMA D04 (reaffirmed March )

Interference exists between tips of teeth and root fillets. The purpose of this standard is to establish a common base ansj/agma 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.

These fundamental rating formulas are applicable for rating the pitting resistance and amsi/agma strength of internal and external spur and helical involute gear teeth operating on parallel axes. It also reflects a change to clause 10, dealing with the relationship between service factor and stress cycle factor.

Additional higher allowable stress numbers for carburized gears were added when made with high quality steel. The root profiles are stepped or irregular. 2001-04 must be a positive whole number. At the time of development, the editions were valid.

It is not intended for use by the engineering public at large.