Worm Gear Drives with Improved Kinematic Accuracy

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.