This book describes the design of the worm gear set(enveloping worm gear set). We used international standards that apply to different industries to address the design methodology and the calculation of units and figures for design variables.

In addition, the design of the gear teeth was described, which covered only the ZK teeth.

Readers were given access to this book to design industrial worm gear sets, and to refer to different standards for other incidental design options, so that they could be applied to the design of other mechanical systems as well as the worm gear set.

Using a basic engineering design program, we presented examples and practice questions to design the worm gear set so that the reader can learn by himself.

PREFACE 9

1. INTRODUCTION TO WORM GEAR SET 10

1.1 Definition 10
1.2 Properties 11
1.3 Types 12
1.4 Advantages and weaknesses 12
1.5 Instruction and application 13

2. DESIGN METHOD OF WORM GEAR SET 14

2.1 Specification of example 14
2.2 International standards and theory explanations 17
2.2.1 Related international standards list 18
2.2.2 Theory explanations 22
2.2.2.1 ISO 14521 (2010) : Gear - Calculation of load capacity of wormgears 23
2.2.2.2 ISO 10828 (2015) : Worm Gears - Worm Profiles and Gear Mesh Geometry 76
2.3 Design with using software 110
2.3.1 Excel 2013 112
2.3.2 KISSsys / KISSsoft Release 03/2017A 123
2.3.3 Matlab R2019a 179
2.3.4 AutoCAD 2022 / Inventor 2021 239
2.4 Design Examination 253
2.4.1 Excel 2013 253
2.4.2* KISSsys / KISSsoft Release 03/2017A with calculation reports and GPK module 260
2.5 Expectable Problem of Field Application 271
2.5.1 Lubrication 271
2.5.2 Heat 274
2.5.3 Direction 274
2.5.4 Vibration and acoustic 275
2.5.5 Self-locking 276

3. PRACTICE PROBLEM AND SOLUTION 277

3.1 Problem specification 277
3.2 Excel 2013 solution 280
3.3* KISSsys / KISSsoft Release 03/2017A with calculation reports and GPK module 289
3.4 AutoCAD 2022 / Inventor 2021 Solution 297

4. APPENDIX 299
4.1 A : Lubricant properties 299
4.2 B : Guideline for lubricant viscosity grade selection 307
4.3 C : Guideline for determining lubricant type based on application 309
4.4 D : Detailed data of used material in example worm gear set 310
4.5 E : Calculation of minimum cylinder diameter considering moment, torque
4.5 and center diameter 314
4.6 F : Rough and fine sizing of worm gear set 316

5. REFERENCE 321