How to Spec a Gear

January 1, 1970

This course will outline the data necessary to specify a gear set covering the key answers that the gear manufacturer needs to know prior to design and manufacturing.


  • Engineers and Designers, who utilize gears in their products
  • Procurement agents who need to buy gears
  • Quotation staff to get the right list of questions to ask clients about a gear quote request.


Buying a gear set is usually not as simple as going online and ordering the one in blue, size medium. If poor communication occurs during the quote phase, the gear manufacturer will build what you ordered but not what you needed. This course explains what information a purchaser will need to provide to a manufacturer to ensure you get the best part for your project. It also covers general considerations for making sure you get all the information along with gear set such as documentation and shipping requirements. 


Following this seminar, participants will be able to:

  • Describe the considerations to consider prior to sending out requests for quote  
  • Explain how the installation affects the gear design
  • Demonstrate how specification, quantity, and delivery requirements affect cost
  • Discuss questions the gear manufacturer is going to ask


  1. Introduction
  2. Gearing without Drawings
    1. Application Data
      1. Loading
      2. Speeds
      3. Operating Cycles
      4. Failure Limits
    2. Environmental Data
      1. Ambient Temperatures and Humidity
      2. Air Flow
      3. Noise and Vibration
      4. Maintenance abilities
      5. Installation site
    3. Dimensional Constraints
      1. Input  to output orientation
      2. Maximum envelope size
      3. Mounting interface
    4. Specification Options
      1. AGMA
      2. ISO
      3. Other agencies
    5. Inspection and certification requirements
      1.  Client requirements
      2. Testing
      3. Drawings and documentation
      4. Warranty and Performance
      5. Intellectual property
  3. Gearing with Drawings
    1. Dimensional Data
      1. Key interface dimensions
      2. Surface finish requirements
    2. Tooling specifications
      1. Client or manufacturer supplied
      2. Interface dimensions
    3. Accuracy specifications
      1. What standard
      2. How often measured
    4. Material and heat treatment specifications
      1. Commercially available or Proprietary
      2. Hardness
    5. Surface treatments
    6. Documentation requirements
      1.  Inspections
      2. Dimensions needed
      3. Laboratory tests
      4. General Considerations
    7. Standard or Custom
    8. Lead time
    9. Revision control / In process changes
    10. Problem resolution
    11. Documentation requirements
      1. Information desired
      2.  Witness points
    12. Packaging and Shipment
    13. Storage prior to use
  4. Conclusions

You will have 30 days to view the archived webinar.