1、ANSI/AGMA 6135-A02Metric Edition of ANSI/AGMA 6035-A02Reaffirmed August 2013American National StandardDesign, Rating and Applicationof Industrial GloboidalWormgearing (Metric Edition)ANSI/AGMA6135-A02iiDesign, Rating and Application of Industrial Globoidal Wormgearing(Metric Edition)ANSI/AGMA 6135-A
2、02Approval of an American National Standard requires verification by ANSIthat therequire-ments for due process, consensus, and other criteria for approval have been met by thestandards developer.Consensus is established when, in the judgment of the ANSI Board of Standards Review,substantial agreemen
3、t has been reached by directly and materially affected interests.Substantialagreementmeansmuchmorethanasimplemajority,butnotnecessarilyuna-nimity. Consensus requires that all views and objections be considered, and that aconcerted effort be made toward their resolution.TheuseofAmericanNationalStanda
4、rds is completely voluntary; theirexistence does notin any respect preclude anyone, whether he has approved the standards or not, frommanufacturing, marketing, purchasing, or using products, processes, or procedures notconforming to the standards.The American National Standards Institute does not de
5、velop standards and will in nocircumstances give an interpretation of any American National Standard. Moreover, noperson shall have the right or authority to issue an interpretation of an American NationalStandardinthenameoftheAmericanNationalStandardsInstitute. Requestsforinterpre-tation of this st
6、andard should be addressed to the American Gear ManufacturersAssociation.CAUTION NOTICE: AGMA technical publications are subject to constant improvement,revision, or withdrawal as dictated by experience. Any person who refers to any AGMAtechnicalpublicationshouldbesurethatthepublicationis thelatesta
7、vailablefromtheAs-sociation on the subject matter.Tables or other self-supporting sections may be quoted or extracted. Credit lines shouldread: ExtractedfromANSI/AGMA6135-A02,Design,RatingandApplicationofIndustrialGloboidal Wormgearing (Metric Edition), with the permission of the publisher, the Amer
8、i-can Gear Manufacturers Association,500 MontgomeryStreet, Suite350, Alexandria,Vir-ginia 22314.Approved March 20, 2003ABSTRACTThisstandardprovidesguidelinesforthedesign,ratingandapplicationofgloboidalwormgearingmountedwithaxes at a 90 degree angle. Specific definitions for globoidal wormgearing ter
9、ms are presented, along with for-mulas for determining the geometric sizes of the major features for the worm and gear. Design considerations,designprocedures,gearblanks andself-lockingconditions arealsodiscussed. Procedures forrating theloadcapacity of globoidal wormgearing are included.Published b
10、yAmerican Gear Manufacturers Association500 Montgomery Street, Suite 350, Alexandria, Virginia 22314Copyright 2002 by American Gear Manufacturers AssociationAll rights reserved.No part of this publication may be reproduced in any form, in an electronicretrieval system or otherwise, without prior wri
11、tten permission of the publisher.Printed in the United States of AmericaISBN: 1-55589-793-2AmericanNationalStandardANSI/AGMA 6135-A02AMERICAN NATIONAL STANDARDiiiContentsPageForeword iv.1 Scope 1.2 Symbols, terms and definitions 23 General design considerations 94 Gearset design 135 Self-locking 16.
12、6 Adjustments and contact patterns of globoidal wormgearing 167 Run-in procedures 16.8 Rating and efficiency 17.9 Gear blank design 27.AnnexesA Basic assembly procedure 29B Analysis of gearing forces, worm bending stress and deflection ofgloboidal wormgearing 32C Backlash measurement 37.D Service fa
13、ctors 39E Overhung load factors 41F Reducer efficiency 43.G Formulas for rating factors 45Figures1 Worm and gear mesh in central plane 32 Gearset central plane 43 Relationship of central plane and transverse plane 5.4 Gearset transverse plane 65 Pitch circles 76 Lead angle, normal and axial pressure
14、 angles 7.7 Contact lines - Hindley design 10.8 Contact lines - Full contact design 10.9 Hindley design, 101.60 mm C.D., 10:1 ratio, 3 threads, 30 teeth 1710 Hindley design, 101.60 mm C.D., 30:1 ratio, 1 thread, 30 teeth 18.11 Full contact design, 101.60 mm C.D., 30:1 ratio, 1 thread, 30 teeth 1912
15、Gear blank types 27.13 Typical gear blank configuration minimum rim thickness 28.Tables1 Symbols used in design of industrial globoidal wormgears 22 Recommended number of gear teeth 13.3 Basic pressure factor, Zw204 Ratio correction factor, Zu21.5 Face width and materials factor, Zm21.6 Velocity fac
16、tor, Zv22ANSI/AGMA 6135-A02 AMERICAN NATIONAL STANDARDivForewordThe foreword, footnotes and annexes, if any, in this document are provided forinformational purposes only and are not to be construed asa partof ANSI/AGMAStandard6135-A02, Design, Rating and Application of Industrial Globoidal Wormgeari
17、ng (MetricEdition).This standard revises, combines and supersedes two previous independent standards:ANSI/AGMA 6030-C87, Design of Industrial Double-Enveloping Wormgears, andANSI/AGMA 6017-E86, Rating and Application of Single and Multiple ReductionDouble-Enveloping Worm and Helical-Worm Speed Reduc
18、ers. It presents guidelines andpractices for the design, rating and application for industrial globoidal wormgearing.This Standard has been revised to conform with the ANSI (American National StandardInstitute) style manual, to add metric dimensions and expand the definitions section.Thefirstdraftof
19、ANSI/AGMA6135-A02wasmadeinDecember,2000. Itwasapprovedbythe AGMA membership in October 2001. It was approved as an American NationalStandard on March 20, 2003.Suggestions for improvement of this standard will be welcome. They should be sent to theAmericanGearManufacturersAssociation,500MontgomeryStr
20、eet,Suite350,Alexandria,Virginia 22314.ANSI/AGMA 6135-A02AMERICAN NATIONAL STANDARDvPERSONNEL of the AGMA Wormgearing CommitteeChairman: R. Gregory Estell Accurate Specialties, Inc.Vice Chairman: James A. Bentley Peerless-Winsmith, IncACTIVE MEMBERSH.M. Ball Gear Products, IncN. Chen Peerless-Winsmi
21、th, Inc.R.J. Dickhaus Colfax PT Group/Delroyd Worm Gear Operation.J.H. Forberg Baldor Motors and DrivesJ.E. Hardy Textron Power TransmissionJ.B. Hagaman Textron Power Transmission.S. Moulis EPT Gearing.G.E. Olson Olson Engineering Service.P.C. Patel Rockwell Automation/DodgeG.M. Sawchak Rexnord Corp
22、orationASSOCIATE MEMBERSK.E. Acheson The Gear Works - Seattle, IncD. Brick Leeson Electric CorporationA.S. Cohen Engranes y Maquinaria Arco, S.AW.P. Crosher Flender CorporationP. DeRegt PDR Enterprises, Inc.F. Eberle Rockwell Automation/Dodge.R.J. Ericson Otis Elevator CompanyL. Faure Compagnie Engr
23、enages et ReducteursR.K. Glatt Flender CorporationG.G. Rey Instituto Superior Politcnico.G. Henriot Ingenieur ConseilT. Keenan EPT GearingC.R. Mason Franke Gear Works, IncM. Octrue Centre Technique des Industries MecaniqueM. Peculis Cleveland Gear CompanyW.P. Pizzichil, Jr. Rockwell Automation/Dodge
24、J.T. Rawlinson Renold, Inc.P.N. Salvucci Boston GearH.O. Schlenker Hub City, Inc.L.J. Smith ConsultantR.E. Smith R.E. Smith - multiplereductionreducersincorporatingglo-boidal wormgearing in each stage of reduction;- thewormgearportionofmultiplereductionre-ducers incorporating globoidal wormgearing w
25、ithother types of gearing.1.2 Speed limitationThe velocity factor table in this standard providesdataforslidingvelocitiesupto30meterspersecond.Forvelocitiesinexcess of30meterspersecond,themanufacturer should be consulted.Where the sliding velocity of the worm threadexceeds 10 meters per second, addi
26、tional consider-ation must be given to the lubrication of gears andbearings. Special lubricants and a pressurizedlubrication system may be required.1.3 Included ratiosThe input power formulasfor globoidalwormgearingapply for ratios of 3:1 and greater. Engineeringpractice dictates that ratios in exce
27、ss of 74:1 shouldbe discussed with the manufacturer.1.4 ExceptionsWildhaber plane enveloping globoidal gearing is notcovered in this standard.This standard does not pertain to globoidal worm-gearing used as speed increasers. For suchapplications, the manufacturer should be consulted.1.5 Intended use
28、The equations and values presented provide ageneral approach to design and rating. Deviationsfrom the methods and values stated in this manualmay be made when justified by experience, testingor more specific analysis. It is intended for use byexperienced gear designers capable of selectingreasonable
29、 values based on their knowledge of theANSI/AGMA 6135-A02 AMERICAN NATIONAL STANDARD2performanceofsimilardesignsandtheeffectofsuchitems as lubrication, deflection, manufacturing toler-ances, metallurgy, residual stresses and systemdynamics. It is not intended for use by theengineering public at larg
30、e.1.6 ReferencesThe following standards contain provisions which,throughreferenceinthistext,constituteprovisionsofthis American National Standard. At the time ofpublication, the editions indicated were valid. Allstandards are subject to revision, and parties toagreements based on this American Natio
31、nal Stan-dard are encouraged to investigate the possibility ofapplying the most recent editions of the standardsindicated below.ANSI/AGMA 2004-B89, Gear Materials and HeatTreatment ManualANSI/AGMA 6001-D97, Design and Selection ofComponents for Enclosed Gear DrivesANSI/AGMA 6110-F97, Standard for Sp
32、ur, Helical,Herringbone and Bevel Enclosed DrivesANSI/AGMA 9005-D94, Industrial GearLubrication2 Symbols, terms and definitions2.1 SymbolsThe symbols, terms and definitions, when applica-ble, conform to ANSI/AGMA 1012-F90, Gear No-menclature, Definitions Of Terms With Symbols.Seetable1.NOTE: Thesymb
33、olsandterminologyusedinthisstan-dard may differfromotherAGMA standards. The usershould not assume that familiar symbols can be usedwithout careful study of table 1.Table 1 - Symbols used in design of industrial globoidal wormgearsISOSymbols Description Units First usedRef.para.a Center distance mm E
34、q. 2 2.2bf1Length of flat on outside diameter of worm mm Eq. 22 2.2b1Worm face width mm - - 2.2b2Gear face width mm - - 2.2b1effEffective worm thread length mm Eq. 21 2.2c1Clearance in the worm mm Eq. 13 2.2c2Clearance in the gear mm Eq. 14 2.2da1Worm throat diameter in transverse plane mm Eq. 17 2.
35、2da2Gear throat diameter in central plane mm - - 2.2dbBase diameter (Hindley design) mm Eq. 20 2.2de1Worm outside diameter mm - - 2.2de2Gear outside diameter mm - - 2.2df1Worm root diameter in transverse plane mm Eq. 3 2.2df2Gear root diameter in central plane mm - - 2.2dw1Worm pitch diameter in tra
36、nsverse plane mm Eq. 2 2.2dw2Gear pitch diameter in central plane mm Eq. 4 2.2ham1Addendum of worm thread mm Eq. 12 2.2ham2Addendum of gear tooth mm Eq. 12 2.2hfm1Dedendum of worm thread mm Eq. 15 2.2hfm2Dedendum of gear tooth mm Eq. 16 2.2hwWorking depth of tooth mm Eq. 11 2.2h1Whole depth of worm
37、thread mm Eq. 10 2.2h2Whole depth of gear tooth mm Eq. 10 2.2jxBacklash mm - - 2.2maAxial module mm Eq. 6 4.7(continued)ANSI/AGMA 6135-A02AMERICAN NATIONAL STANDARD3Table 1 (concluded)ISOSymbols Description Units First usedRef.para.mnNormal module mm Eq 9 4.9n1Rotational speed of worm rpm Eq. 27 - -
38、P1Input power rating kW Eq. 27 8.1.3pn1Normal circular pitch mm Eq. 8 2.2pt2Circular pitch mm Eq. 5 2.2rf2Gear root form radius mm Eq. 24 2.2rg1Worm throat form radius mm Eq. 25 2.2rg2Gear throat form radius mm Eq. 26 2.2sn2Normal gear tooth thickness mm - - 2.2skMinimum amount of gear bronze below
39、tooth root mm - - 9.3smx1Axial worm thread thickness mm - - 2.2smx2Axial gear tooth thickness mm Eq. 20 2.2sn1Normal worm thread thickness mm - - 2.2u Gear ratio - - Eq. 1 2.2VgSliding velocity mps Eq. 28 8.1.4ZmFace width and material factor - - Eq. 27 8.1.3ZuRatiocorrectionfactor - - Eq. 27 8.1.3Z
40、vVelocity factor - - Eq. 27 8.1.3ZwBasic pressure factor - - Eq. 27 8.1.3z2Number of teeth in gear - - Eq. 1 4.1z1Number of threads in worm - - Eq. 1 4.2nNormal pressure angle degrees Eq. 19 2.2xAxial pressure angle degrees Eq. 19 2.2m1Lead angle at pitch point degrees Eq. 7 2.22.2 Terms and definit
41、ionsaddendum,ham1,ham2: Theaddendumofthewormthread and gear tooth is the radial distance from thepitch circle to the addendum circle on the worm andgear, respectively. See figures 1, 2 and 4.addendumcircle,gear: Thegear addendumcirclecoincides with the tops of the gear teeth and isdefined in the cen
42、tral plane. See figures 1 and 2.addendum circle, worm: The worm addendumcirclecoincideswiththetopofthewormthreadandisdefined in the transverse plane. See figure 4.Line ofcentersAddendum,wormDedendum,wormClearanceThreadthickness,axialCircularpitchTooththickness,axialWholedepth,gearAddendumcircle, gea
43、rAddendum,gearDedendum,gearRoot circle,gearClearanceBacklashWormGearWorkingdepth,gearWhole depth,wormPitch circle,gearWorkingdepth,wormFigure 1 - Worm and gear mesh in central planeANSI/AGMA 6135-A02 AMERICAN NATIONAL STANDARD4BasediameterFlat,wormFace angle,wormBasecircleWorm shankdiameterFace widt
44、h,wormOutsidediameter,wormThroat formradius, wormAddendumcircle, gearRoot circle,gearLine ofcentersWormaxisCenterdistanceRootdia.wormThroatdia.wormPitchdia.worm1/2 effectiveworm threadlengthPitch circle,gearFigure 2 - Gearset central planebacklash, jx: The backlash is the amount by whichthe circular
45、 pitch exceeds the worm thread and geartooth thickness. See figure 1 and annex C.base circle: The base circle is the tangent circle oftwo generating lines of the tooth of the worm cutter.For the Hindley design, the generating lines arecutting lines which lie in the central plane. They arethe cutting
46、 edges of the worm cutter. See figure 2.For full contact designs, the generating lines are thegeneratrices of cutting planes or cutting cones.base diameter, db: The base diameter is thediameter of the base circle. See figure 2.center distance, a: The center distance of thegearset is the shortest dis
47、tance from the axis of theworm to the axis of the gear. See figure 2.ANSI/AGMA 6135-A02AMERICAN NATIONAL STANDARD5central plane: The central plane is the planeperpendiculartothegearaxisandcontainsthewormaxis and the line of centers. See figures 1, 2 and 3.circularpitch,pt2: The circularpitch is the
48、lengthofthe arc along the gear pitch circle between twocorresponding successive gear tooth flanks mea-sured in the central plane. See figure 1.circular pitch, normal, pn1: The normal circularpitch is a theoretical value and is defined as thecircularpitchtimesthecosineoftheleadangleatthepitch point.c
49、learance, c1,c2: The clearance is the amount bywhich the whole depth of the wormthreads andgearteeth exceeds the working depth. The clearance ismeasured in the central plane. See figure 1.dedendum,hfm1,hfm2: Thededendumofthewormthread and gear tooth is the radial distance from theroot circle to the pitch circle on the worm and gearrespectively. See figure 1.effective worm thread length, b1eff: The effectiveworm thread length is two times the distance fromthetransverseplanetothepointonthethreadwheretheoretical contact
