Part two of a discussion on the different types of worm gears and the wide variety of applications in which they are used

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This month we will discuss threads, effective length, and tooth thickness: The worm may be designed with any number of threads, or as they are also called, starts. When the worm is viewed from the end of the worm, the number of threads can be easily seen and counted. The reduction ratio is determined by the number of teeth in the gear divided by the number of threads. Normal practice is to use from one to 12 threads. The number of threads is usually limited by the available tooling. For example, one major manufacturer advertises their thread grinding capacity up to 21 threads. Each thread takes a share in driving the wheel. The general rule is to have the sum of the number of threads and worm gear teeth to be 40 or more. Regardless of the odd number stated previously, an even number of threads should be selected when the total number of threads exceeds five. As the wheel diameter increases with the center distance, the number of threads selected increase. Using a nominal ratio of 15:1 as an example, the practical selection would be:

• 3″ centers, two threads, 31 teeth
• 28″ centers, five threads, 76 teeth

The common practice with globoidal worm gears is to proportion the gear tooth and worm thread thickness as follows: axial gear tooth thickness equivalent to 55 percent of the circular pitch; axial worm thread thickness equivalent to 45 percent of the circular pitch.

The backlash is subtracted from the axial worm thread thickness. The face width of the gear is generally equal to or slightly less than the worm’s root diameter. Additional face width is a waste of material and does not add a proportional capacity. Globoidal worm thread length cannot extend beyond the base circle. When the worm thread extends beyond the effective length, it must be relieved to avoid interference. The effective length should be the base circle diameter, minus approximately 0.10 times the center distance. When the actual length is less than the effective length, the rating must be reduced accordingly. In cylindrical worms several different methods can be used to determine the normal chordal thread thickness. The tooth thickness and the worm’s space width are usually defined with reference to the normal section. The calculation is necessary to ensure that the worm thread or worm gear tooth tip thicknesses do not come to a point and are suitable for the loads imposed. The cylindrical worm thread length is calculated based on the worm gear pitch diameter. The minimum length must be such that the face width is equal to five times the worm’s axial pitch so that there are three contacting threads and an extra thread at each end.

Ratios: Worm gears are frequently produced to a series of standard center distances. At each center distance a wide range of standard ratios is available, in some instances ranging from 5:1 to 100:1. For a given center distance the pitch circle diameters are fixed, as more teeth are designed into the fixed diameter worm wheel the teeth will become smaller, reducing their rating. By increasing the number of threads the wheel teeth can be maintained at an optimum number for that diameter of wheel. The diameter of the worm has no influence upon the ratio of the gearing, but the root diameter must be large enough to prevent any excessive deflection. When the centers are fixed the desired ratio is obtained from the worm thread lead and the number of threads. As the lead is increased, the thickness and height of the wheel teeth must be increased accordingly. The lead is the distance, measured parallel to the axis that the worm thread would advance in one complete revolution.

The usual standard range of worm gear ratios are between 5:1 and 60:1, lower efficiencies are to be expected with the higher ratios. When two or three sets of worm gears are used within a single housing their combined ratios provide the highest overall ratio that can be obtained in a single housing, with the possible exception of epicylic gear units. Single reduction worm gears have been built with ratios that range from 1:1 to 300:1. Worm gears with a ratio approaching unity have a load capacity several times higher than standard straight-faced spiral gears. They are difficult to produce and require special machines but have many uses because of their high efficiencies and load capacity. The sets used in the Sunbeam shaft driven motorcycle of the 1950s were an interesting example of low ratio worm gears. The six-thread worm and gear had a ratio of 3.833:1 and were designed on centers of 2.25″.

We will continue our discussion of worm gears in the February issue. To read the first installment in this series go to the December issue at www.gearsolutions.com.

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is former director of the National Conference on Power Transmission, as well as former chairman of the AGMA's Marketing Council and Enclosed Drive Committee. He was resident engineer-North America for Thyssen Gear Works, and later at Flender Graffenstaden. He is author of the book Design and Application of the Worm Gear.