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.
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Investigation on the Backlash of Roller Enveloping Hourglass Worm Gear: Theoretical Analysis and Experiment
Xingqiao Deng,
Xingqiao Deng
School of Mechanical Engineering,
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: dxq_zyc@hotmail.com
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: dxq_zyc@hotmail.com
Search for other works by this author on:
Jie Wang,
Jie Wang
School of Mechanical Engineering,
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: 1291039637@qq.com
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: 1291039637@qq.com
Search for other works by this author on:
Shike Wang,
Shike Wang
School of Mechanical Engineering,
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: 1558796839@qq.com
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: 1558796839@qq.com
Search for other works by this author on:
Shisong Wang,
Shisong Wang
School of Mechanical Engineering,
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: 935589973@qq.com
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: 935589973@qq.com
Search for other works by this author on:
Jinge Wang,
Jinge Wang
School of Mechanical Engineering,
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: 13708066974@163.com
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: 13708066974@163.com
Search for other works by this author on:
Shuangcen Li,
Shuangcen Li
School of Mechanical Engineering,
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: 576801973@qq.com
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: 576801973@qq.com
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Yucheng Liu,
Yucheng Liu
Fellow ASME
Center of Advanced Vehicular Systems,
Department of Mechanical Engineering,
Mississippi State University,
P. O. Box 9552,
Starkville, MS 39762
e-mail: liu@me.msstate.edu
Center of Advanced Vehicular Systems,
Department of Mechanical Engineering,
Mississippi State University,
P. O. Box 9552,
Starkville, MS 39762
e-mail: liu@me.msstate.edu
Search for other works by this author on:
Ge He
Ge He
Mem. ASME
Center of Advanced Vehicular Systems,
Department of Mechanical Engineering,
Mississippi State University,
P. O. Box 9552,
Starkville, MS 39762
e-mail: gh663@msstate.edu
Center of Advanced Vehicular Systems,
Department of Mechanical Engineering,
Mississippi State University,
P. O. Box 9552,
Starkville, MS 39762
e-mail: gh663@msstate.edu
Search for other works by this author on:
Xingqiao Deng
School of Mechanical Engineering,
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: dxq_zyc@hotmail.com
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: dxq_zyc@hotmail.com
Jie Wang
School of Mechanical Engineering,
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: 1291039637@qq.com
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: 1291039637@qq.com
Shike Wang
School of Mechanical Engineering,
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: 1558796839@qq.com
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: 1558796839@qq.com
Shisong Wang
School of Mechanical Engineering,
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: 935589973@qq.com
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: 935589973@qq.com
Jinge Wang
School of Mechanical Engineering,
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: 13708066974@163.com
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: 13708066974@163.com
Shuangcen Li
School of Mechanical Engineering,
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: 576801973@qq.com
Xihua University,
999 Jinzhou Road,
Chengdu 610039, Sichuan, China
e-mail: 576801973@qq.com
Yucheng Liu
Fellow ASME
Center of Advanced Vehicular Systems,
Department of Mechanical Engineering,
Mississippi State University,
P. O. Box 9552,
Starkville, MS 39762
e-mail: liu@me.msstate.edu
Center of Advanced Vehicular Systems,
Department of Mechanical Engineering,
Mississippi State University,
P. O. Box 9552,
Starkville, MS 39762
e-mail: liu@me.msstate.edu
Ge He
Mem. ASME
Center of Advanced Vehicular Systems,
Department of Mechanical Engineering,
Mississippi State University,
P. O. Box 9552,
Starkville, MS 39762
e-mail: gh663@msstate.edu
Center of Advanced Vehicular Systems,
Department of Mechanical Engineering,
Mississippi State University,
P. O. Box 9552,
Starkville, MS 39762
e-mail: gh663@msstate.edu
1Corresponding author.
Contributed by the Power Transmission and Gearing Committee of ASME for publication in the JOURNAL OF MECHANICAL DESIGN. Manuscript received September 15, 2018; final manuscript received November 16, 2018; published online January 11, 2019. Assoc. Editor: Mohsen Kolivand.
J. Mech. Des. May 2019, 141(5): 053302 (11 pages)
Published Online: January 11, 2019
Article history
Received:
September 15, 2018
Revised:
November 16, 2018
Citation
Deng, X., Wang, J., Wang, S., Wang, S., Wang, J., Li, S., Liu, Y., and He, G. (January 11, 2019). "Investigation on the Backlash of Roller Enveloping Hourglass Worm Gear: Theoretical Analysis and Experiment." ASME. J. Mech. Des. May 2019; 141(5): 053302. https://doi.org/10.1115/1.4042155
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