With the mounting application of carburized or case-hardening gears and higher requirements of heavy-load, high-speed in mechanical systems such as wind turbines, helicopters, ships, etc., contact fatigue issues of gears are becoming more preponderant. Recently, significant improvements have been made on the gear manufacturing process to control subsurface-initiated failures, hence, gear surface-initiated damages, such as micropitting, should be given more attention. The diversity of the influence factors, including gear materials, surface topographies, lubrication properties, working conditions, etc., are necessary to be taken into account when analyzing gear micropitting behaviors. Although remarkable developments in micropitting studies have been achieved recently by many researchers and engineers on both theoretical and experimental fields, large amounts of investigations are yet to be further launched to thoroughly understand the micropitting mechanism. This work reviews recent relevant studies on the micropitting of steel gears, especially the competitive phenomenon that occurs among several contact fatigue failure modes when considering gear tooth surface wear evolution. Meanwhile, the corresponding recent research results about gear micropitting issues obtained by the authors are also displayed for more detailed explanations.

Contact fatigue is a main fatigue mode of gears such as those used in wind turbines, due to heavy duties occurring in engineering practice. The understanding of the gear contact fatigue should be based on the interaction between the local material strength and the stress state. Under the rolling–sliding motion, the multi-axial stress state makes the gear contact fatigue problem more complicated. A numerical contact model is proposed to evaluate the contact fatigue life of an intermediate parallel gear stage of a megawatt level wind turbine gearbox. The gear meshing theory is applied to calculate the geometry kinematics parameters of the gear pair. The gear contact is assumed as a plane strain contact problem without the consideration of the influence of the helical angle. The quasi-static tooth surface load distribution is assumed along the line of action. The elastic mechanics theory is used to calculate the elastic stress field generated by surface tractions. The discrete convolute, fast Fourier transformation method is applied to estimate the subsurface stresses distributions. In order to describe the time-varying multi-axial stress states during contact, the Matake, Findley, and Dang Van multi-axial fatigue criteria are used to calculate the critical planes and equivalent stresses. Both the statistic and the deterministic fatigue life models are applied by choosing the Lundberg–Palmgren (LP), Zaretsky models, respectively. The effect of the residual stress distribution on the contact fatigue initiation lives is discussed. In addition, the crack propagation lives are estimated by using the Paris theory.

A thermal elastohydrodynamic lubrication (TEHL) finite line contact model is developed for a helical gear pair lubricated with an Eyring fluid or a power-law fluid in order to investigate the effects of the working conditions. A lubrication analysis within a meshing period shows that the differences between the Eyring and Newtonian solutions mainly lie in the film temperature and the shear stress. For the power-law fluid, the power index n has a significant effect on the film thickness. The effects of load and speed on lubrication performance along the line of action are discussed.