A worm drive is a gear arrangement in which a worm (which is a gear in the form of a screw) meshes with a worm wheel (which is similar in appearance to a spur gear). Its main purpose is to translate the motion of two perpendicular axes or to translate circular motion to linear motion (example: band type hose clamp).The two elements are also called the worm screw and worm gear. The terminology is often confused by imprecise use of the term worm gear to refer to the worm, the worm wheel, or the worm drive as a unit.
The worm drive or "endless screw" was invented by either Archytas of Tarentum, Apollonius of Perga, or Archimedes, the last one being the most probable author. [1] The worm drive later appeared in the Indian subcontinent, for use in roller cotton gins, during the Delhi Sultanate in the thirteenth or fourteenth centuries. [2]
A gearbox designed using a worm and worm wheel is considerably smaller than one made from plain spur gears, and has its drive axes at 90° to each other. With a single-start worm, for each 360° turn of the worm, the worm wheel advances by only one tooth. Therefore, regardless of the worm's size (sensible engineering limits notwithstanding), the gear ratio is the "size of the worm wheel - to - 1". Given a single-start worm, a 20-tooth worm wheel reduces the speed by the ratio of 20:1. With spur gears, a gear of 12 teeth must match with a 240-tooth gear to achieve the same 20:1 ratio. Therefore, if the diametrical pitch (DP) of each gear is the same, then, in terms of the physical size of the 240 tooth gear to that of the 20 tooth gear, the worm arrangement is considerably smaller in volume.
The entire drive (both worm and wheel) can be classified as follows:
These classifications refer to the worm itself:
Unlike with ordinary gear trains, the direction of transmission (input shaft vs output shaft) is not reversible when using large reduction ratios. This is due to the greater friction involved between the worm and worm wheel, and is especially prevalent when a single-start (one spiral) worm is used. This can be an advantage when it is desired to eliminate any possibility of the output driving the input. If a multi-start worm (multiple spirals) is used, then the ratio reduces accordingly, and the braking effect of a worm and worm wheel may need to be discounted, as the wheel may be able to drive the worm.
Worm drive configurations in which the wheel cannot drive the worm are called self-locking. Whether a worm drive is self-locking depends on the lead angle, the pressure angle, and the coefficient of friction.
The invention of the worm drive is attributed by some to Archimedes during the First Punic War, [1] wherein the size of the ships being built necessitated a much larger crane than was available at the time. [5] : 7 The crane developed for this purpose utilised a worm drive and several magnifying gears and was named the barulkon. The description of this crane was recorded in the Library of Alexandria, and subsequent engineers would draw upon Archimedes' ideas until the first technical drawings of a worm drive were developed by Leonardo da Vinci; [6] the design was limited by the fact that metallic gears had not been invented by the advent of the 15th century, and the drive was never built in his lifetime. [7]
It was recognized since the invention of the worm drive that it was most effective when a large gear ratio was to be used; up until the 1900s, it continued to be used for this purpose, though it found limited applications in the early development of electric motors as the drives would overheat at high shaft speeds. [5] : 10 The modern applications of the worm drive began shortly after the introduction of more effective lubrication methods through closed gear housings. [5] : 11
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In early 20th century automobiles prior to the introduction of power steering, the effect of a flat or blowout on one of the front wheels tended to pull the steering mechanism toward the side with the flat tire. The use of a worm drive reduced this effect. Further worm drive development led to recirculating ball bearings to reduce frictional forces, which transmitted some steering force to the wheel. This aids vehicle control, and reduces wear that could cause difficulties in steering precisely.
Worm drives are a compact means of substantially decreasing speed and increasing torque. Small electric motors are generally high-speed and low-torque; the addition of a worm drive increases the range of applications that it may be suitable for, especially when the worm drive's compactness is considered.
Worm drives are used in presses, rolling mills, conveying engineering, mining industry machines, on rudders, and circular saws. In addition, milling heads and rotary tables are positioned using high-precision duplex worm drives with adjustable backlash. Worm drives are used on many lift/elevator and escalator drive applications, due to their compact size and their non-reversibility.
In the era of sailing ships, the introduction of a worm drive to control the rudder was a significant advance. Prior to its introduction, a rope drum drive controlled the rudder. Rough seas could apply substantial force to the rudder, often requiring several men to steer the vessel—some drives had two large-diameter wheels so that up to four crewmen could operate the rudder.
Worm drives have been used in a few automotive rear-axle final drives (though not the differential itself). They took advantage of the location of the worm being at either the very top or very bottom of the differential crown wheel. In the 1910s, they were common on trucks; to gain the most clearance on muddy roads, the worm was placed on top. In the 1920s, the Stutz firm used them on its cars; to have a lower floor than its competitors, the worm was located on the bottom. An example circa 1960 was the Peugeot 404. The worm drive protects the vehicle against rollback. This ability has largely fallen from favour, due to the higher-than-necessary reduction ratios. [8]
A more recent exception to this is the Torsen differential, which uses worm wheels and planetary worms, in place of the bevel gearing of conventional open differentials. Torsen differentials are most prominently featured in the Humvee and some commercial Hummer vehicles, and as a centre differential in some all-wheel drive systems, such as Audi's quattro. Very heavy trucks, such as those used to carry aggregates, often use a worm drive differential for strength. The worm drive is not as efficient as a hypoid gear, and such trucks invariably have a very large differential housing, with a correspondingly large volume of gear oil, to absorb and dissipate the heat created.
Worm drives are used as the tuning mechanism for many musical instruments, including guitars, double basses, mandolins, bouzoukis, and many banjos (although most high-end banjos use planetary gears or friction pegs). A worm drive tuning device is called a machine head.
Plastic worm drives are often used on small battery-operated electric motors, to provide an output with a lower angular velocity (fewer revolutions per minute) than that of the motor, which operates best at a fairly high speed, in addition to being quieter than a drive with metal gears. [8] This motor-worm-drive system is often used in toys and other small electrical devices.
A worm drive is used on Jubilee-type hose clamps or Jubilee clamps. The tightening screw's worm thread engages with the slots on the clamp band.
Occasionally a worm drive is designed to run in reverse, resulting in the worm shaft turning much faster than the input. Examples of this may be seen in some hand-cranked centrifuges, blacksmithing forge blower, or the wind governor in a musical box.
A right-hand helical gear or right-hand worm is one in which the teeth twist clockwise as they recede from an observer looking along the axis. The designations, right-hand and left-hand, are the same as in the long-established practice for screw threads, both external and internal. Two external helical gears operating on parallel axes must be of opposite hand. An internal helical gear and its pinion must be of the same hand.
A left-hand helical gear or left-hand worm is one in which the teeth twist anticlockwise as they recede from an observer looking along the axis. [4] : 72
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Worm wheels are first gashed to rough out the teeth then further refined closer to the final shape of the gear often within .5 millimetres (0.020 in). If the gashing is done accurately enough special tools will not be required for the hobbing process. After a few passes of gashing, they are hobbed to their final shape [9]
A propeller is a device with a rotating hub and radiating blades that are set at a pitch to form a helical spiral which, when rotated, exerts linear thrust upon a working fluid such as water or air. Propellers are used to pump fluid through a pipe or duct, or to create thrust to propel a boat through water or an aircraft through air. The blades are shaped so that their rotational motion through the fluid causes a pressure difference between the two surfaces of the blade by Bernoulli's principle which exerts force on the fluid. Most marine propellers are screw propellers with helical blades rotating on a propeller shaft with an approximately horizontal axis.
A machine is a physical system that uses power to apply forces and control movement to perform an action. The term is commonly applied to artificial devices, such as those employing engines or motors, but also to natural biological macromolecules, such as molecular machines. Machines can be driven by animals and people, by natural forces such as wind and water, and by chemical, thermal, or electrical power, and include a system of mechanisms that shape the actuator input to achieve a specific application of output forces and movement. They can also include computers and sensors that monitor performance and plan movement, often called mechanical systems.
A gear or gearwheel is a rotating machine part typically used to transmit rotational motion and/or torque by means of a series of teeth that engage with compatible teeth of another gear or other part. The teeth can be integral saliences or cavities machined on the part, or separate pegs inserted into it. In the latter case, the gear is usually called a cogwheel. A cog may be one of those pegs or the whole gear. Two or more meshing gears are called a gear train.
A differential is a gear train with three drive shafts that has the property that the rotational speed of one shaft is the average of the speeds of the others. A common use of differentials is in motor vehicles, to allow the wheels at each end of a drive axle to rotate at different speeds while cornering. Other uses include clocks and analogue computers. Differentials can also provide a gear ratio between the input and output shafts. For example, many differentials in motor vehicles provide a gearing reduction by having fewer teeth on the pinion than the ring gear.
A rack and pinion is a type of linear actuator that comprises a circular gear engaging a linear gear. Together, they convert between rotational motion and linear motion: rotating the pinion causes the rack to be driven in a line. Conversely, moving the rack linearly will cause the pinion to rotate.
Steering is the control of the direction of motion or the components that enable its control. Steering is achieved through various arrangements, among them ailerons for airplanes, rudders for boats, cylic tilting of rotors for helicopters, and many more.
Hobbing is a machining process for gear cutting, cutting splines, and cutting sprockets using a hobbing machine, a specialized milling machine. The teeth or splines of the gear are progressively cut into the material by a series of cuts made by a cutting tool called a hob.
A four-wheel drive, also called 4×4 or 4WD, is a two-axled vehicle drivetrain capable of providing torque to all of its wheels simultaneously. It may be full-time or on-demand, and is typically linked via a transfer case providing an additional output drive shaft and, in many instances, additional gear ranges.
A manual transmission (MT), also known as manual gearbox, standard transmission, or stick shift, is a multi-speed motor vehicle transmission system where gear changes require the driver to manually select the gears by operating a gear stick and clutch.
A limited-slip differential (LSD) is a type of differential gear train that allows its two output shafts to rotate at different speeds but limits the maximum difference between the two shafts. Limited-slip differentials are often known by the generic trademark Positraction, a brand name owned by General Motors and originally used for its Chevrolet branded vehicles.
Recirculating ball, also known as recirculating ball and nut or worm and sector, is a steering mechanism commonly found in older automobiles, off-road vehicles, and some trucks. Most newer cars use the more economical rack and pinion steering instead, but some upmarket manufacturers held on to the design until well into the 1990s for the durability and strength inherent in the design. A few, including Chrysler, General Motors, Lada and Ineos, still use this technology in certain models including the Jeep Wrangler, the Ineos Grenadier Quartermaster and the Lada Niva.
A sprocket, sprocket-wheel or chainwheel is a profiled wheel with teeth that mesh with a chain, rack or other perforated or indented material. The name 'sprocket' applies generally to any wheel upon which radial projections engage a chain passing over it. It is distinguished from a gear in that sprockets are never meshed together directly, and differs from a pulley in that sprockets have teeth and pulleys are smooth except for timing pulleys used with toothed belts.
Torsen Torque-Sensing is a type of limited-slip differential used in automobiles.
Bevel gears are gears where the axes of the two shafts intersect and the tooth-bearing faces of the gears themselves are conically shaped. Bevel gears are most often mounted on shafts that are 90 degrees apart, but can be designed to work at other angles as well. The pitch surface of bevel gears is a cone, known as a pitch cone. Bevel gears change the axis of rotation of rotational power delivery and are widely used in mechanical settings.
The screw is a mechanism that converts rotational motion to linear motion, and a torque to a linear force. It is one of the six classical simple machines. The most common form consists of a cylindrical shaft with helical grooves or ridges called threads around the outside. The screw passes through a hole in another object or medium, with threads on the inside of the hole that mesh with the screw's threads. When the shaft of the screw is rotated relative to the stationary threads, the screw moves along its axis relative to the medium surrounding it; for example rotating a wood screw forces it into wood. In screw mechanisms, either the screw shaft can rotate through a threaded hole in a stationary object, or a threaded collar such as a nut can rotate around a stationary screw shaft. Geometrically, a screw can be viewed as a narrow inclined plane wrapped around a cylinder.
An idler-wheel is a wheel which serves only to transmit rotation from one shaft to another, in applications where it is undesirable to connect them directly. For example, connecting a motor to the platter of a phonograph, or the crankshaft-to-camshaft gear train of an automobile.
A spiral bevel gear is a bevel gear with helical teeth. The main application of this is in a vehicle differential, where the direction of drive from the drive shaft must be turned 90 degrees to drive the wheels. The helical design produces less vibration and noise than conventional straight-cut or spur-cut gear with straight teeth.
In horology, a wheel train is the gear train of a mechanical watch or clock. Although the term is used for other types of gear trains, the long history of mechanical timepieces has created a traditional terminology for their gear trains which is not used in other applications of gears.
Gashing is a machining process used to rough out coarse pitched gears and sprockets. It is commonly used on worm wheels before hobbing, but also used on internal and external spur gears, bevel gears, helical gears, and gear racks. The process is performed on gashers or universal milling machines, especially in the case of worm wheels. After gashing the gear or sprocket is finished via hobbing, shaping, or shaving.