scholarly journals Worm Gear Drives with Improved Kinematic Accuracy

Materials ◽  
2021 ◽  
Vol 14 (24) ◽  
pp. 7825
Author(s):  
Wojciech Kacalak ◽  
Maciej Majewski ◽  
Zbigniew Budniak ◽  
Jacek Ponomarenkow

This paper presents the fundamentals of the design and applications of new worm gear drive solutions, which enable the minimisation of backlash and are characterised by higher kinematic accuracy. Different types of worm surfaces are briefly outlined. Technological problems concerning the principles of achieving a high degree of precision in machining are also described. Special attention is paid to the shaping of conical helical surfaces. Increasing the manufacturing precision of drive components allows one to achieve both lower backlash values and lower levels of its dispersion. However, this does not ensure that backlash can be eliminated, with its value being kept low during longer periods of operation. This is important in positioning systems and during recurrent operations. Various design solutions for drives in which it is possible to reduce backlash are presented. Results of experiments of a worm gear drive with a worm axially adaptive only locally, in its central section, are presented. In this solution, it is possible to reduce backlash by introducing adjustment settings without disassembling the drive. An important scientific problem concerned defining the principles of achieving a compromise between the effectiveness of reducing backlash and the required load capacity of the drive. In this paper it has been shown that in worm gear drives with a locally axially adaptive worm, as well as with a worm wheel with a deformable rim, it is possible to achieve significant reduction of backlash. In high precision drives—for example, those with an average backlash value of <15 micrometers—this can enable more than a two-fold reduction of the average backlash value and more than a three-fold decrease of the standard deviation of local backlash values.

1981 ◽  
Vol 103 (1) ◽  
pp. 73-82 ◽  
Author(s):  
H. Winter ◽  
H. Wilkesmann

The formulae of classical hydrodynamics are not suitable for the calculation of load capacity and power loss of worm gear drives. Thus a theoretical basis had to be developed for the comparison of different tooth profiles, materials of worm and worm wheel and lubricants. The data obtained were compared with test results. It proved that the coefficient of friction is an important influence factor.


Author(s):  
I. H. Seol ◽  
Faydor L. Litvin

Abstract The worm and worm-gear tooth surfaces of existing design of Flender gear drive are in line contact at every instant and the gear drive is very sensitive to misalignment. Errors of alignment cause the shift of the bearing contact and transmission errors. The authors propose : (1) Methods for computerized simulation of meshing and contact of misaligned worm-gear drives of existing design (2) Methods of modification of geometry of worm-gear drives that enable to localize and stabilize the bearing contact and reduce the sensitivity of drives to misalignment (3) Methods for computerized simulation of meshing and contact of worm-gear drives with modified geometry The proposed approach was applied as well for the involute (David Brown) and Klingelnberg type of worm-gear drives. Numerical examples that illustrate the developed theory are provided.


2011 ◽  
Vol 133 (11) ◽  
Author(s):  
Wei-Liang Chen ◽  
Chung-Biau Tsay

Based on the previously developed mathematical model of a series of recess action (RA) worm gear drive (i.e., semi RA, full RA, and standard proportional tooth types) with double-depth teeth, the tooth contact analysis (TCA) technique is utilized to investigate the kinematic error (KE), contact ratio (CR), average contact ratio (ACR), instantaneous contact teeth (ICT) under different assembly conditions. Besides, the bearing contact and contact ellipse are studied by applying the surface topology method. Three numerical examples are presented to demonstrate the influence of the assembly errors and design parameters of the RA worm gear drive on the KE, CR, ACR, ICT, and contact patterns.


Author(s):  
F Yang ◽  
D Su ◽  
C. R. Gentle

A new approach has been developed by the authors to estimate the load share of worm gear drives, and to calculate the instantaneous tooth meshing stiffness and loaded transmission errors. In the approach, the finite element (FE) modelling is based on the modified tooth geometry, which ensures that the worm gear teeth are in localized contact. The geometric modelling method for involute worm gears allows the tooth elastic deformation and tooth root stresses of worm gear drives under different load conditions to be investigated. On the basis of finite element analysis, the instantaneous meshing stiffness and loaded transmission errors are obtained and the load share is predicted. In comparison with existing methods, this approach applies loaded tooth contact analysis and provides more accurate load capacity rating of worm gear drives.


2000 ◽  
Vol 122 (2) ◽  
pp. 201-206 ◽  
Author(s):  
I. H. Seol

The design and simulation of meshing of a single enveloping worm-gear drive with a localized bearing contact is considered. The bearing contact has a longitudinal direction and two branches of contact path. The purpose of localization is to reduce the sensitivity of the worm-gear drive to misalignment. The author’s approach for localization of bearing contact is based on the proper mismatch of the surfaces of the hob and drive worm. The developed computer program allows the investigation of the influence of misalignment on the shift of the bearing contact and the determination of the transmission errors and the contact ratio. The developed approach has been applied for K type of single-enveloping worm-gear drives and the developed theory is illustrated with a numerical example. [S1050-0472(00)00502-X]


1999 ◽  
Vol 121 (4) ◽  
pp. 573-578 ◽  
Author(s):  
M. De Donno ◽  
F. L. Litvin

The authors propose a new approach for design and generation of low-noise, stable bearing contact gear drive with cylindrical worm. The approach is based on application of an oversized hob and varied plunging of worm generating tool. It is discovered that without plunging positive transmission errors occur (that are unacceptable for favorable conditions of force transmission). A predesigned parabolic function is provided that is able to absorb transmission errors caused by misalignment and reduce the level of vibrations, especially in the case of application of multi-thread worms. The developed approach is tested by computerized simulation of meshing and contact by the developed computer program. The investigation is accomplished for a worm-gear drive with the Klingelnberg type of the worm that is ground by a circular cone, but the proposed approach may be applied for other types of worm gear drives with cylindrical worms.


2020 ◽  
Vol 21 (4) ◽  
pp. 405
Author(s):  
Sándor Bodzás

The cylindrical worm gear drives are widely used in different mechanical construction such as in the vehicle industry, the robotics, the medical appliances etc. The main property of them is the perpendicular and space bypass axes arrangement. Quite high transmission ratio could be achieved because of the high number of teeth of the worm-wheel and a little number of threads of the worm. More teeth are connected on the worm-wheel at the same time that is why higher loads and power could be transferred. In this research an Archimedean type cylindrical worm gear drive was designed. After the determination of the geometric parameters the computer-aided models were created for the LTCA analysis. Knowing of the kinematic motions of the elements the contact points of the wrapping surfaces could be determined by mathematical way. The necessary coordinate system's arrangements and matrixes were also determined. Different torques were applied during the LTCA. The changing of the distribution of the normal stress and normal deformation into different directions was followed on each connecting tooth of the worm-wheel by the torques. Based on the results consequences were determined by the created diagrams which contain the torques and the analysed mechanical parameter for each tooth.


Author(s):  
Takashi Matsuda ◽  
Motohiro Sato ◽  
Satoshi Matsui

Gear drives, which have larger misalignment than the maximum tolerance of misalignment for gear drives with parallel axes in the Standard of Japanese Gear Manufacture’s Association (JGMA Standard 114-02), are designated as axis-displaced gear drives in this study. So, axis-displacement is used in place of the misalignment. In this study, design system of optimum tooth-surface modification is developed for axis-displaced worm-gear drives with cylindrical ZA worm, which is sensitive to gear misalignments, to reduce the sensitivity to misalignment and to provide the high productivity and reliability. The system is composed by; (1) Axis-displaced wheel tooth-surface is defined as the envelope of worm tooth-surface family in their regular motion transmission (zero transmission error) under an axis-displacement. (2) Basic wheel tooth-surface is built by combining the axis-displaced tooth-surfaces under various axis-displacements. (3) Rack, whose pitch plane rolls on pitch cylinder of wheel, is introduced and then basic rack tooth-surface is obtained as the envelope of the basic wheel tooth-surface family in their regular relative motion. (4) It is illustrated how to get optimum rack tooth-surface from the basic rack tooth-surface. (5) Optimum wheel tooth-surface is generated as the envelope of the optimum rack tooth-surface family in their regular relative motion. (6) The performances of the axis-displaced worm-gear drive having the optimum wheel tooth-surface are analyzed by TCA (Tooth Contact Analysis) program which is developed for analysis of meshing and tooth bearing contact. The above-mentioned system is illustrated with its application for testing worm-gear drive. As a result, it is presented that the system can provide the testing worm-gear drive favorable tooth bearing contact and motion transmission, even in the maximum tolerance of misalignment in JGMA Standard 114-02.


Author(s):  
Ignacio Gonzalez-Perez ◽  
Alfonso Fuentes ◽  
Faydor L. Litvin ◽  
Kenichi Hayasaka ◽  
Kenji Yukishima

A new geometry of a cylindrical worm gear drive is proposed for: (i) reduction of sensitivity of the drive to errors of alignment, and (ii) observation of a favorable bearing contact. The basic ideas of new geometry are as follows: (i) the worm-gear is generated by a hob that is oversized in comparison with the worm of the drive and has a parabolic profile in normal section; (ii) the tooth surface of the worm of the drive is a conventional one. Due to deviation of the hob thread surface, the bearing contact of the worm and the worm-gear is localized. Reduction of sensitivity to misalignment and improved conditions of meshing are confirmed by application of TCA (Tooth Contact Analysis). Formation of bearing contact has been investigated by finite element method applied in 3D for more than one pair of contacting teeth. Developed ideas may be applied for various types of cylindrical worm gear drives.


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