Investigation on the Backlash of Roller Enveloping Hourglass Worm Gear: Theoretical Analysis and Experiment

2019 ◽  
Vol 141 (5) ◽  
Author(s):  
Xingqiao Deng ◽  
Jie Wang ◽  
Shike Wang ◽  
Shisong Wang ◽  
Jinge Wang ◽  
...  
Keyword(s):  
Mathematical Model ◽  
Model Comparison ◽  
Gear Tooth ◽  
Worm Gear ◽  
Gear System ◽  
Design Parameters ◽  
Comparison Results ◽  
Worm Gears ◽  
Base Circle ◽  
Roller Radius

This paper proposes a single-roller enveloping hourglass worm gear design and verifies its advantages compared to the existing double-roller worm gear system and the conventional worm gear set. Our hypothesis is that the single-roller worm gear with appropriate configurations and parametric values can eliminate the backlash in mating gear transmission while maintaining advantages of the double-roller worm gears. Also, the self-rotation of the rollers when they are in the worm tooth space (TS) will help the gear system to avoid jamming and gear tooth scuffing/seizing problems caused by zero backlash and thermal expansion. In order to test that hypothesis, a mathematical model for the single-roller enveloping hourglass worm gear is developed, which includes a gear engagement equation and a tooth profile equation. Using that model, a parametric study is conducted to inspect the influences of center distance, roller radius, transmission ratio, and the radius of base circle on the worm gear meshing characteristics. It is found that the most effective way in eliminating the backlash is to adjust the roller radius and the radius of base circle. Finally, a single-roller enveloping hourglass worm gear set is manufactured and scanned to generate a 3D computer model. That model is compared with a theoretical model calculated from the developed mathematical model. Comparison results show that both models match very well, which verifies the accuracy of the developed mathematical model and our initial hypothesis that it is possible to achieve transmissions with zero backlash by adjusting the design parameters.

Sensitivity Analysis and Surface-Deviation Minimization of ZK-Type Dual-Lead Worm Gear Drives

1999 ◽  
Vol 121 (3) ◽  
pp. 409-415 ◽  
Author(s):  
Biing-Wen Bair ◽  
Chung-Biau Tsay
Keyword(s):  
Mathematical Model ◽  
Sensitivity Analysis ◽  
Machine Tool ◽  
Gear Tooth ◽  
Data File ◽  
Worm Gear ◽  
Tooth Surface ◽  
Tool Profile ◽  
Surface Deviation ◽  
Dual Lead

This work uses the mathematical model of ZK-type dual-lead worm gear drive proposed in our recent work (1998). Based on the proposed mathematical model, coordinates and unit normals of the worm gear surface grid points can be determined and a data file subsequently formed. The data file is considered as the theoretical tooth surface data and then input into the computer of a three-dimensional coordinate measurement machine (3-D CMM) to numerically calculate the surface deviations of a real-cut worm gear. In addition, a computerized tooth surface measurement model compatible with the 3-D CMM is developed. Sensitivity analysis is also performed on machine-tool settings and tool-profile errors to the generated gear tooth surface variations. Minimization on gear tooth surface variations can be determined by applying the proposed measurement and calculation methods. In addition, optimum machine tool settings and tool-profile modifications are obtained by applying the developed computer simulation softwares. Moreover, the singular value decomposition (SVD) and sequential quadratic programming (SQP) methods are compared to establish the optimum machine-tool settings and resolve the minimum surface deviation problems.

Computerized Tooth Profile Generation and Undercut Analysis of Gears Manufactured With Pre-Shaving Hobs

2009 ◽  
Vol 16-19 ◽  
pp. 1278-1282
Author(s):  
Xiang Wei Kong ◽  
Jing Zhang ◽  
Meng Hua Niu
Keyword(s):  
Mathematical Model ◽  
Computer Program ◽  
Gear Tooth ◽  
Tooth Profile ◽  
Design Parameters ◽  
Gear Teeth ◽  
The Mathematical Model

This paper investigated the feature of pre-shaving hob contour and the generated gear tooth profile. By tooth generation method, a complete geometry of the gear tooth can be mathematically derived in terms of the design parameters of the pre-shaving hob cutter. The mathematical model consisted of equations describing the generated fillet and involute profiles. The degree of undercutting and the radii of curvatures of a fillet were investigated by considering the model. Finally, a computer program for generating the profile of the gear teeth was developed by simulating the cutting methods. The methods proposed in this study were expected to be a valuable guidance for pre-shaving hob designers and manufacturers.

Mathematical Model of a CNC Rotary Table Driven by a Worm Gear

2012 ◽  
Vol 2 (4) ◽  
pp. 27-40 ◽  
Author(s):  
Ryuta Sato
Keyword(s):  
Mathematical Model ◽  
Axial Displacement ◽  
Worm Gear ◽  
Step Response ◽  
Rotary Table ◽  
Unbalanced Mass ◽  
Rotary Axes ◽  
Proposed Model ◽  
Worm Gears

This paper proposes a mathematical model of a CNC rotary table driven by a worm gear. The CNC rotary tables are generally utilized as rotary axes of 5-axis machining centres. In this study, a mathematical model which can simulate dynamic behaviours of rotary table is proposed. The model consists of inertia of motor, spur and worm gears, and table. Axial displacement of the worm is also considered into the model. Various motions are measured and simulated to confirm effectiveness of the model. As the results show, the proposed model can simulate step response, rotational fluctuations, and influence of unbalanced mass.

The Influence of Gear Hobbing on Worm Gear Characteristics

2005 ◽  
Author(s):  
V. Simon
Keyword(s):  
Computer Program ◽  
Machine Tool ◽  
Finite Number ◽  
Gear Tooth ◽  
Worm Gear ◽  
Tooth Surface ◽  
Design Parameters ◽  
Tooth Contact ◽  
Gear Hobbing

A method is presented for the determination of the influence of gear hobbing on the precision and loaded tooth contact of worm gears. In order to get a worm gear set with fully conjugated teeth surfaces the gear teeth should be processed by a hob whose generator surface is identical to the worm surface. This requirement can be achieved by the use of a hob whose diameter is equal to the worm diameter and with infinite number of cutting edges. But because of the teeth in the hob are relieved, the diameter of the new hob should be slightly larger than the worm diameter to provide tool life. On the other hand, because of the finite number of hob teeth, the gear tooth surface, manufactured by such a hob, is not a smooth surface; it consists of a relatively big number of small parts of helical surfaces formed by the cutting edges of the hob. In this paper a method is presented for the determination of differences between the gear tooth surface processed by an oversized hob of finite number of teeth or by a flying tool, and the theoretically required gear tooth surface. Also the influence of hob oversize and machine tool settings on tooth contact pressure and transmission errors is determined. The full geometry and kinematics of gear tooth processing by an oversized hob or by flying tool is included. The theoretical background is implemented by a computer program. By using this program, the influence of relevant design parameters of worm gear set and hob and of machine tool settings on processed gear tooth errors and on loaded tooth contact of the worm gear pair is investigated and discussed. By another computer program the influence of cutter diameter and machine tool settings for pinion teeth processing on tooth contact pattern in spiral bevel gears is investigated and presented.

Load Distribution in Cylindrical Worm Gears

2000 ◽  
Author(s):  
Vilmos V. Simon
Keyword(s):  
Load Distribution ◽  
Gear Tooth ◽  
Point Contact ◽  
Transmission Error ◽  
Worm Gear ◽  
Gear Teeth ◽  
Total Transmission ◽  
Transmission Errors ◽  
Gear Drive ◽  
Worm Gears

Abstract A method for the determination of load sharing between the instantaneously engaged worm threads and gear teeth, for the calculation of load distribution along the teeth and transmission errors in different types of cylindrical worm gears is presented. The method covers both cases — that of the theoretical line and point contact. The bending and shearing deflections of worm thread and gear tooth, the local contact deformations of the mating surfaces, the axial deformations of worm body, gear body bending and torsion, deflections of the supporting shafts, and the manufacturing and alignment errors of worm and gear are included. Based on the real load distribution the tooth contact pressure is calculated, in the case of point contact in two different ways, and the obtained results are compared. Also, the total transmission error, consisting of the kinematical transmission error due to the mismatch of the worm gear drive and of the transmission error caused by the deflections of worm thread and gear teeth, is calculated. The method is implemented by a computer program. By using this program the influence of the type of worm gear drive and of design and manufacturing parameters on load distribution and transmission errors is investigated and discussed.

The Influence of Gear Hobbing on Worm Gear Characteristics

2007 ◽  
Vol 129 (5) ◽  
pp. 919-925 ◽  
Author(s):  
Vilmos Simon
Keyword(s):  
Machine Tool ◽  
Gear Tooth ◽  
Theoretical Background ◽  
Worm Gear ◽  
Tooth Surface ◽  
Design Parameters ◽  
Tooth Contact ◽  
Transmission Errors ◽  
Gear Hobbing

In this paper, a method is presented for the determination of the differences between the worm gear tooth surface processed by an oversized hob of finite number of teeth or by a flying tool, and the theoretically required gear tooth surface. The influence of hob oversize and machine tool settings on tooth contact pressure and transmission errors is determined. The full geometry and kinematics of gear tooth processing by an oversized hob or by a flying tool is included. The theoretical background is implemented by a computer program. By using this program, the influence of relevant design parameters of the worm gear set and the hob and of machine tool settings on processed gear tooth errors and on loaded tooth contact of the worm gear pair is investigated and discussed.

Load Distribution in Cylindrical Worm Gears

2003 ◽  
Vol 125 (2) ◽  
pp. 356-364 ◽  
Author(s):  
Vilmos Simon
Keyword(s):  
Load Distribution ◽  
Gear Tooth ◽  
Point Contact ◽  
Transmission Error ◽  
Worm Gear ◽  
Gear Teeth ◽  
Total Transmission ◽  
Transmission Errors ◽  
Gear Drive ◽  
Worm Gears

A method for the determination of load sharing between the instantaneously engaged worm threads and gear teeth, for the calculation of load distribution along the teeth and transmission errors in different types of cylindrical worm gears is presented. The method covers both cases—that of the theoretical line and point contact. The bending and shearing deflections of worm thread and gear tooth, the local contact deformations of the mating surfaces, the axial deformations of worm body, gear body bending and torsion, deflections of the supporting shafts, and the manufacturing and alignment errors of worm and gear are included. Based on the real load distribution the tooth contact pressure is calculated, in the case of point contact in two different ways, and the obtained results are compared. Also, the total transmission error, consisting of the kinematical transmission error due to the mismatch of the worm gear drive and of the transmission error caused by the deflections of worm thread and gear teeth, is calculated. The method is implemented by a computer program. By using this program the influence of the type of worm gear drive and of design and manufacturing parameters on load distribution and transmission errors is investigated and discussed.

Stress Analysis in Double Enveloping Worm Gears by Finite Element Method

1993 ◽  
Vol 115 (1) ◽  
pp. 179-185 ◽  
Author(s):  
V. Simon
Keyword(s):  
Finite Element Method ◽  
Finite Element ◽  
Regression Analysis ◽  
Finite Elements ◽  
Stress Analysis ◽  
Gear Tooth ◽  
Design Parameters ◽  
Stress Distributions ◽  
Worm Gears ◽  
Interpolation Functions

A method and a corresponding computer program are developed for stress analysis in the worm and the gear of double enveloping worm gears by finite elements. By using this program stress distributions in the worm thread and the gear tooth are calculated, and the influence of the design parameters and of the load position on deflections and stresses is investigated. On the basis of the obtained results, by using regression analysis and interpolation functions, equations are derived for the calculation of deflections and stresses in the worm thread and in the gear tooth of double enveloping worm gears.

Load Distribution in Double Enveloping Worm Gears

1993 ◽  
Vol 115 (3) ◽  
pp. 496-501 ◽  
Author(s):  
V. Simon
Keyword(s):  
Load Distribution ◽  
Gear Tooth ◽  
Design Parameters ◽  
Distribution Factor ◽  
Axial Deformation ◽  
Gear Teeth ◽  
Worm Gears ◽  
New Type ◽  
Alignment Errors ◽  
Gear Drives

A method for the determination of load sharing among the instantaneously engaged worm threads and gear teeth of double enveloping worm gears and for the calculation of load distribution along their instantaneous contact lines is presented. The bending and shearing deflection of worm thread and gear tooth, the contact deformation, the axial deformation of worm body, and the manufacturing and alignment errors of worm and gear are included. The obtained system of integral equations is solved by using approximations and an iterative technique. The corresponding computer program is developed. By using this program, the load distribution in the classical and in a new type of double enveloping worm gear drives is calculated. The influence of design parameters on load distribution factor and on maximum tooth pressure is investigated and discussed.

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