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Worm gears are often used when large swiftness reductions are needed. The decrease ratio depends upon the number of begins of the worm and number of tooth on the worm gear. But worm gears have sliding get in touch with which is noiseless but tends to produce heat and also have relatively low transmitting efficiency.
As for the materials for production, in general, worm is constructed of hard metal as the worm gear is manufactured out of relatively soft metallic such as for example aluminum bronze. This is because the number of the teeth on the worm gear is relatively high in comparison to worm with its number of begins being usually 1 to 4, by reducing the worm equipment hardness, the friction on the worm the teeth is reduced. Another feature of worm manufacturing is the need of specific machine for gear trimming and tooth grinding of worms. The worm equipment, on the other hand, may be made with the hobbing machine used for spur gears. But because of the various tooth shape, it is not possible to cut several gears at once by stacking the gear blanks as can be carried out with spur gears.
The applications for worm gears include equipment boxes, fishing pole reels, guitar string tuning pegs, and where a delicate quickness adjustment by utilizing a large speed reduction is needed. When you can rotate the worm gear by worm, it is usually extremely hard to rotate worm utilizing the worm gear. That is called the self locking feature. The self locking feature cannot continually be assured and another method is recommended for true positive reverse prevention.
Also there is duplex worm gear type. When working with these, it is possible to adapt backlash, as when one’s teeth use necessitates backlash adjustment, without requiring a alter in the center distance. There are not too many manufacturers who can generate this type of worm.
The worm gear is additionally called worm wheel in China.
A worm gear is a gear consisting of a shaft with a spiral thread that engages with and drives a toothed wheel. Worm gears are an old style of gear, and a edition of 1 of the six simple machines. Essentially, a worm equipment is usually a screw butted against what looks like a typical spur gear with slightly angled and curved teeth.
It changes the rotational motion by 90 degrees, and the plane of motion also changes due to the position of the worm upon the worm wheel (or simply “the wheel”). They are typically comprised of a metal worm and a brass wheel.
Worm Gear
Figure 1. Worm equipment. Most worms (however, not all) are at the bottom.
How Worm Gears Work
An electric motor or engine applies rotational power via to the worm. The worm rotates against the wheel, and the screw encounter pushes on one’s teeth of the wheel. The wheel can be pushed against the load.
Worm Gear Uses
There are some reasons why one would select a worm gear over a standard gear.
The first one is the high reduction ratio. A worm equipment can have an enormous reduction ratio with small effort – all one must do is usually add circumference to the wheel. Thus you can use it to either greatly increase torque or greatly reduce speed. It’ll typically take multiple reductions of a typical gearset to achieve the same reduction degree of a single worm gear – meaning users of worm gears have fewer moving parts and fewer locations for failure.
A second reason to use a worm gear may be the inability to reverse the direction of power. Because of the friction between the worm and the wheel, it really is virtually difficult for a wheel with pressure applied to it to begin the worm moving.
On a standard gear, the input and output can be turned independently once enough force is used. This necessitates adding a backstop to a standard gearbox, further raising the complication of the gear set.
Why Not to Use Worm Gears
There is one especially glaring reason why one would not choose a worm gear over a typical gear: lubrication. The movement between the worm and the wheel gear faces is completely sliding. There is no rolling element of the tooth contact or conversation. This makes them fairly difficult to lubricate.
The lubricants required are often very high viscosity (ISO 320 and greater) and thus are tough to filter, and the lubricants required are usually specialized in what they do, requiring a product to be on-site specifically for that kind of equipment.
Worm Gear Lubrication
The main problem with a worm gear is how it transfers power. It is a boon and a curse simultaneously. The spiral motion allows huge amounts of decrease in a comparatively small amount of space for what’s required if a typical helical equipment were used.
This spiral motion also causes a remarkably problematic condition to be the primary mode of power transfer. This is commonly known as sliding friction or sliding use.
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With a typical gear set the power is transferred at the peak load stage on the tooth (referred to as the apex or pitchline), at least in a rolling wear condition. Sliding happens on either part of the apex, however the velocity is relatively low.
With a worm gear, sliding motion is the only transfer of power. As the worm slides over the tooth of the wheel, it slowly rubs off the lubricant film, until there is no lubricant film still left, and as a result, the worm rubs at the metallic of the wheel in a boundary lubrication regime. When the worm surface area leaves the wheel surface area, it picks up more lubricant, and begins the process over again on the next revolution.
The rolling friction on an average gear tooth requires little in the way of lubricant film to complete the spaces and separate the two components. Because sliding happens on either side of the gear tooth apex, a somewhat higher viscosity of lubricant than is definitely strictly necessary for rolling wear must overcome that load. The sliding takes place at a comparatively low velocity.
The worm on a worm set gear turns, and while turning, it crushes against the strain that is imposed on the wheel. The only method to avoid the worm from touching the wheel is to have a film thickness huge enough to not have the whole tooth surface wiped off before that area of the worm is out of the load zone.
This scenario requires a special sort of lubricant. Not only will it will have to be a relatively high viscosity lubricant (and the higher the strain or temperature, the bigger the viscosity should be), it will need to have some way to greatly help conquer the sliding condition present.
Read The Right Method to Lubricate Worm Gears for more information on this topic.
Viscosity is the major element in avoiding the worm from touching the wheel in a worm equipment set. As the load and size of gearing determines the mandatory lubricant, an ISO 460 or ISO 680 is rather common, and an ISO 1000 is not unheard of. If you have ever tried to filter this range of viscosity, you understand it is problematic since it is likely that non-e of the filters or pumps you have got on-site will be the proper size or ranking to function properly.
Therefore, you’ll likely need to get a specific pump and filter for this kind of unit. A lubricant that viscous requires a sluggish operating pump to avoid the lubricant from activating the filter bypass. It will also require a huge surface area filter to allow the lubricant to movement through.
Lubricant Types to Look For
One lubricant type commonly used in mixture with worm gears is mineral-based, compounded equipment oils. There are no additives which can be put into a lubricant that may make it overcome sliding wear indefinitely, however the natural or synthetic fatty additive combination in compounded gear oils results in good lubricity, providing a supplementary measure of protection from metal-to-metal contact.
Another lubricant type commonly used with worm gears is mineral-based, industrial extreme pressure (EP) equipment oils. There are several problems with this type of lubricant if you are using a worm equipment with a yellow metal (brass) component. However, for those who have fairly low operating temps or no yellow metal present on the apparatus tooth areas, this lubricant is effective.
Polyalphaolefin (PAO) gear lubricants work very well in worm equipment applications because they naturally have good lubricity properties. With a PAO equipment oil, it’s important to watch the additive bundle, because these can possess EP additives. A standard-duty antiwear (AW) fortified gear essential oil will typically be acceptable, but be sure the properties are compatible with most metals.
The author recommends to closely watch the use metals in oil analysis testing to make sure that the AW bundle isn’t so reactive as to cause significant leaching from the brass. The effect should be far less than what will be noticed with EP even in a worst-case scenario for AW reactivity, nonetheless it can show up in metals assessment. If you need a lubricant that may handle higher- or lower-than-typical temperatures, a suitable PAO-based product is probable available.
Polyalkylene glycols (PAG), a fourth kind of lubricant, are becoming more common. These lubricants have superb lubricity properties, and do not contain the waxes that trigger low-temperature issues with many mineral lubricants, producing them an excellent low-temperature choice. Caution must be taken when working with PAG oils because they’re not appropriate for mineral oils, and some seals and paints.
Metallurgy of Worm Gears
The most typical worm gears are made with a brass wheel and a steel worm. That is because the brass wheel is typically easier to replace compared to the worm itself. The wheel is manufactured out of brass since it is designed to be sacrificial.
In the event that the two surfaces come into contact, the worm is marginally safe from wear because the wheel is softer, and therefore, the majority of the wear occurs on the wheel. Oil analysis reports on this kind of unit almost always show some degree of copper and low levels of iron – as a result of the sacrificial wheel.
This brass wheel throws another problem into the lubrication equation for worm gears. If a sulfur-phosphorous EP gear oil is placed into the sump of a worm gear with a brass wheel, and the temperature can be high enough, the EP additive will activate. In normal steel gears, this activation produces a thin coating of oxidation on the surface that helps to protect the gear tooth from shock loads and various other extreme mechanical conditions.
On the brass surface however, the activation of the EP additive results in significant corrosion from the sulfur. In a short timeframe, you can shed a substantial portion of the load surface of the wheel and trigger major damage.
Other Materials
Some of the less common materials found in worm gear sets include:
Steel worm and metal worm wheel – This software does not have the EP complications of brass gearing, but there is absolutely no room for error included in a gearbox like this. Repairs on worm equipment sets with this mixture of metal are usually more costly and more time consuming than with a brass/steel worm gear set. This is since the material transfer connected with failure makes both the worm and the wheel unusable in the rebuild.
Brass worm and brass worm wheel – This application is most likely found in moderate to light load circumstances because the brass can only hold up to a lesser amount of load. Lubricant selection on this metal mixture is flexible because of the lighter load, but one must still consider the additive limitations regarding EP due to the yellow metal.
Plastic on metal, upon plastic, and other comparable combinations – This is typically found in relatively light load applications, such as robotics and auto components. The lubricant selection depends on the plastic in use, because many plastic types respond to the hydrocarbons in regular lubricant, and therefore will require silicon-based or other non-reactive lubricants.
Although a worm gear will always have a few complications compared to a typical gear set, it can simply be an effective and reliable device. With a little attention to set up and lubricant selection, worm gears can offer reliable service in addition to any other type of gear set.
A worm drive is one particular worm gear set mechanism in which a worm meshes with a worm equipment. Even it is simple, there are two important components: worm and worm gear. (Also, they are called the worm and worm wheel) The worm and worm wheel is important motion control element providing large rate reductions. It can decrease the rotational acceleration or raise the torque result. The worm drive motion advantage is they can transfer motion in right angle. In addition, it comes with an interesting property: the worm or worm shaft can simply turn the gear, however the gear can not convert the worm. This worm drive self-locking feature let the worm gear includes a brake function in conveyor systems or lifting systems.
An Intro to Worm Gearbox
The most important applications of worm gears is used in worm gear box. A worm gearbox is named a worm reduction gearbox, worm gear reducer or a worm drive gearbox. It consists of worm gears, shafts, bearings, and box frames.
The worm gear, shafts, bearings load are supported by the container shell. Therefore, the gearbox housing will need to have sufficient hardness. Or else, it’ll result in lower tranny quality. As the worm gearbox has a durable, transmitting ratio, small size, self-locking ability, and simple framework, it is used across a wide selection of industries: Rotary desk or turntable, materials dosing systems, auto feed machinery, stacking machine, belt conveyors, farm selecting lorries and more automation market.
How to Select High Efficient Worm Gearbox?
The worm gear production process is also not at all hard. However, there is a low transmission performance problem if you don’t know the how to select the worm gearbox. 3 basic indicate choose high worm equipment efficiency that you need to know:
1) Helix angle. The worm equipment drive efficiency mostly depend on the helix angle of the worm. Generally, multiple thread worms and gears is usually more efficient than one thread worms. Proper thread worms can increase effectiveness.
2) Lubrication. To select a brand lubricating oil can be an essential factor to boost worm gearbox performance. As the proper lubrication can decrease worm gear action friction and high temperature.
3) Material selection and Gear Manufacturing Technology. For worm shaft, the material should be hardened steel. The worm gear materials should be aluminium bronze. By reducing the worm gear hardness, the friction on the worm teeth is reduced. In worm production, to use the specific machine for gear trimming and tooth grinding of worms also can increase worm gearbox performance.
From a large transmission gearbox power to a straight small worm gearbox load, you can choose one from an array of worm reducer that precisely fits your application requirements.
Worm Gear Container Assembly:
1) You may complete the set up in six different ways.
2) The installation should be solid and reliable.
3) Ensure that you check the connection between the electric motor and the worm equipment reducer.
4) You must use flexible cables and wiring for a manual set up.
By using the innovative science and drive technology, we have developed several unique “square container” designed from high-quality aluminium die casting with a beautiful appearance. The modular worm gearbox design series: worm drive gearbox, parallel shaft gearbox, bevel helical gearbox, spiral bevel gearbox, coaxial gearbox, right angle gearbox. An NMRV series gearbox is certainly a standard worm gearbox with a bronze worm gear and a worm. Our Helical gearbox products comprises of four universal series (R/S/K/F) and a step-less rate variation UDL series. Their structure and function are similar to an NMRV worm gearbox.
Worm gears are made of a worm and a equipment (sometimes referred to as a worm wheel), with non-parallel, nonintersecting shafts oriented 90 degrees to each other. The worm can be analogous to a screw with a V-type thread, and the gear can be analogous to a spur gear. The worm is typically the driving component, with the worm’s thread advancing one’s teeth of the gear.
Such as a ball screw, the worm in a worm gear may have a single start or multiple starts – and therefore there are multiple threads, or helicies, on the worm. For a single-start worm, each full change (360 degrees) of the worm increases the equipment by one tooth. Therefore a gear with 24 teeth will provide a gear reduction of 24:1. For a multi-begin worm, the apparatus reduction equals the amount of teeth on the gear, divided by the amount of starts on the worm. (That is different from most other types of gears, where in fact the gear reduction is certainly a function of the diameters of both components.)
The worm in a worm gear assembly can have one start (thread) or multiple starts.
Image credit: Kohara Gear Industry Company, Ltd.
The meshing of the worm and the gear is a mixture of sliding and rolling actions, but sliding contact dominates at high reduction ratios. This sliding action causes friction and heat, which limits the performance of worm gears to 30 to 50 percent. In order to minimize friction (and for that reason, heat), the worm and equipment are made of dissimilar metals – for example, the worm may be made of hardened metal and the gear manufactured from bronze or aluminum.
Although the sliding contact reduces efficiency, it provides very quiet operation. (The use of dissimilar metals for the worm and equipment also contributes to quiet operation.) This makes worm gears suitable for use where sound should be minimized, such as in elevators. In addition, the use of a softer materials for the gear means that it could absorb shock loads, like those experienced in heavy equipment or crushing devices.
The primary benefit of worm gears is their ability to provide high reduction ratios and correspondingly high torque multiplication. They can also be utilized as rate reducers in low- to medium-velocity applications. And, because their decrease ratio is based on the amount of gear teeth only, they are smaller sized than other styles of gears. Like fine-pitch business lead screws, worm gears are typically self-locking, which makes them perfect for hoisting and lifting applications.
A worm equipment reducer is one kind of reduction gear box which consists of a worm pinion input, an output worm equipment, and features a right angle output orientation. This kind of reduction gear box is generally used to have a rated motor rate and create a low speed result with higher torque worth based on the decrease ratio. They often can solve space-saving problems because the worm equipment reducer is one of the sleekest reduction gearboxes available because of the little diameter of its result gear.
worm gear reducerWorm gear reducers are also a favorite type of velocity reducer because they offer the greatest speed decrease in the smallest package. With a high ratio of speed decrease and high torque output multiplier, it’s unsurprising that lots of power transmission systems utilize a worm equipment reducer. Some of the most common applications for worm gears are available in tuning instruments, medical tests equipment, elevators, security gates, and conveyor belts.
Torque Transmission provides two sizes of worm gear reducer, the SW-1 and the SW-5 and both are available in a variety of ratios. The SW-1 ratios include 3.5:1 to 60:1 and the SW-5 ratios include 5:1 to 100:1. Both of these options are produced with rugged compression-molded glass-fill polyester housings for a long lasting, long lasting, light weight speed reducer that’s also compact, noncorrosive, and nonmetallic.
Features
Our worm equipment reducers offer a choice of a solid or hollow result shaft and feature an adjustable mounting placement. Both SW-1 and the SW-5, however, can withstand shock loading much better than other reduction gearbox styles, making them ideal for demanding applications.
Rugged compression-molded glass-fill up polyester housing
Light weight and compact
Non corrosive
Non metallic
Range of ratios
SW-1, 3.5:1 to 60:1
SW-5, 5:1 to 100:1
Grease Lubrication
Solid or Hollow output shaft
Adjustable mounting position
Overview
Technical Info
Low friction coefficient on the gearing for high efficiency.
Powered by long-long lasting worm gears.
Minimal speed fluctuation with low noise and low vibration.
Lightweight and compact relative to its high load capacity.
Compact design
Compact design is one of the key words of the standard gearboxes of the BJ-Series. Further optimisation may be accomplished through the use of adapted gearboxes or particular gearboxes.
Low noise
Our worm gearboxes and actuators are really quiet. This is because of the very smooth operating of the worm equipment combined with the use of cast iron and high precision on component manufacturing and assembly. Regarding the our precision gearboxes, we consider extra treatment of any sound which can be interpreted as a murmur from the apparatus. Therefore the general noise level of our gearbox is definitely reduced to an absolute minimum.
Angle gearboxes
On the worm gearbox the input shaft and output shaft are perpendicular to each other. This frequently proves to become a decisive advantage making the incorporation of the gearbox significantly simpler and smaller sized.The worm gearbox is an angle gear. This is often an edge for incorporation into constructions.
Solid bearings in solid housing
The output shaft of the BJ worm gearbox is very firmly embedded in the gear house and is well suited for direct suspension for wheels, movable arms and other parts rather than needing to build a separate suspension.
Self locking
For larger equipment ratios, BJ-Gear’s worm gearboxes will provide a self-locking impact, which in many situations can be utilized as brake or as extra protection. Also spindle gearboxes with a trapezoidal spindle are self-locking, making them well suited for a wide range of solutions.

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