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<p>In this paper, a generalized model of enveloping hourglass worm drive with local conjugate meshing characteristic based on medium gear is presented. A local conjugate principle is proposed, the conformation method, the mathematical model, and the unit normal vector of modified involute gear surface are determined. The tooth surface equations of the worm pair are derived, and the generalized model of the worm drive is established. Three theoretical simulation analysis, the numerical contact analysis, the 3D model contact analysis, and the finite element simulation contact analysis, are performed. The prototypes of the transmission pair are manufactured, and the meshing contact area is tested to verify the theoretical results. The results conclusively demonstrate that the proposed conformation methodology achieves localized conjugate short-line or point meshing. This study establishes a comprehensive theoretical framework for designing enveloping hourglass worm drives with localized conjugate meshing behavior, providing foundational insights for high-precision power transmission applications.</p>

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Generalized model of a local conjugate meshing hourglass worm drive based on medium gear

  • 期刊论文

  • 发表日期：

    2025年10月8日

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  • Zhongtao Li,
  • Yonghong Chen,
  • Zhenglin Yang,
  • Fei Liu,
  • Chenyang Dou,
  • Wenjun Luo,
  • Bingkui Chen

摘要

In this paper, a generalized model of enveloping hourglass worm drive with local conjugate meshing characteristic based on medium gear is presented. A local conjugate principle is proposed, the conformation method, the mathematical model, and the unit normal vector of modified involute gear surface are determined. The tooth surface equations of the worm pair are derived, and the generalized model of the worm drive is established. Three theoretical simulation analysis, the numerical contact analysis, the 3D model contact analysis, and the finite element simulation contact analysis, are performed. The prototypes of the transmission pair are manufactured, and the meshing contact area is tested to verify the theoretical results. The results conclusively demonstrate that the proposed conformation methodology achieves localized conjugate short-line or point meshing. This study establishes a comprehensive theoretical framework for designing enveloping hourglass worm drives with localized conjugate meshing behavior, providing foundational insights for high-precision power transmission applications.