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Worm gear drive numerical

Short answer

Lead L=56.55 mm, lead angle λ=16.70°, worm pitch diameter dw=60 mm, wheel dg=270 mm, centre distance C=165.0 mm, velocity ratio=15, efficiency η≈83.6%. Advantages: high reduction in single stage, smooth quiet operation, self-locking possible. Disadvantages: low efficiency due to sliding, heat generation, needs bronze wheel and good lubrication, large axial thrust.

A triple-start worm of axial module 6 mm and diametral quotient (q = d/m) of 10 drives a worm wheel of 45 teeth. Find the lead, the lead angle, the pitch circle diameter of the worm and wheel, the centre distance and the velocity ratio. Estimate the efficiency of the drive for a coefficient of friction of 0.05 and a normal pressure angle of 20 degrees. Also state two advantages and two disadvantages of worm gearing.

Worm drive relations

For a worm with z1z_1 starts (threads), axial pitch px=πmp_x = \pi m, and diameter dw=qmd_w = qm:

  • Lead L=z1pxL = z_1p_x.
  • Lead angle tan⁡λ=Lπdw=z1q\tan\lambda = \dfrac{L}{\pi d_w} = \dfrac{z_1}{q}.
  • Wheel pitch diameter dg=mz2d_g = mz_2; the wheel helix angle equals λ\lambda (for 90 degree shafts, with the same hand).
  • Centre distance C=dw+dg2C = \dfrac{d_w + d_g}{2}; velocity ratio =z2/z1= z_2/z_1.

Calculation

Axial pitch: px=π×6=18.850p_x = \pi \times 6 = 18.850 mm.

Lead: L=3×18.850=56.55L = 3 \times 18.850 = 56.55 mm.

λ=tan⁡−1z1q=tan⁡−1310=16.70∘\lambda = \tan^{-1}\frac{z_1}{q} = \tan^{-1}\frac{3}{10} = 16.70^\circ

Worm diameter: dw=qm=10×6=60d_w = qm = 10 \times 6 = 60 mm. Wheel diameter: dg=6×45=270d_g = 6 \times 45 = 270 mm.

C=60+2702=165.0 mmC = \frac{60 + 270}{2} = 165.0\ \text{mm} Velocity ratio=z2z1=453=15\text{Velocity ratio} = \frac{z_2}{z_1} = \frac{45}{3} = 15

Efficiency

η=cos⁡ϕn−μtan⁡λcos⁡ϕn+μcot⁡λ=cos⁡20∘−0.05×0.3000cos⁡20∘+0.05/0.3000=0.92471.1064\eta = \frac{\cos\phi_n - \mu\tan\lambda}{\cos\phi_n + \mu\cot\lambda} = \frac{\cos 20^\circ - 0.05 \times 0.3000}{\cos 20^\circ + 0.05/0.3000} = \frac{0.9247}{1.1064} η=83.6 %\eta = 83.6\ \%

Advantages and disadvantages

AdvantagesDisadvantages
Very high speed reduction in one stageLow efficiency (sliding contact), heat generation
Smooth and quiet operationNeeds bronze wheel and good lubrication, costly
Can be self-locking (small lead angle)Large axial thrust on the worm

Answer: L=56.55L = 56.55 mm, λ=16.70∘\lambda = 16.70^\circ, dw=60d_w = 60 mm, dg=270d_g = 270 mm, C=165.0C = 165.0 mm, VR =15= 15, η≈83.6 %\eta \approx 83.6\ \%.

✓ Answer checked by Claude Opus 5.5 (high effort)

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