A review on gear scuffing studies: theories, experiments and design

Under high-temperature, high-speed, heavy-duty, and extreme lubrication operating conditions, such as those found in gearboxes of aviation engines and electric vehicles, gear scuffing failure has emerged as a critical issue and a primary technical challenge in the mechanical transmission field. As test methodologies, evaluation criteria, and load-carrying capacities related to gear scuffing are yet to reach full maturity in response to these demanding operating environments, this article examines existing literature on gear scuffing failure and its control, incorporating insights from industry practices and academic studies. The discussion encompasses the development of gear scuffing theories, experimental investigations, and practical applications, ultimately providing an overview of the most recent developments in gear anti-scuffing technologies. The ultimate goal of this work is to elucidate failure mechanisms of gear scuffing and establish effective design approaches for gear anti-scuffing.