1、ANSI/AGMA 6035-A02Reaffirmed August 2013American National StandardDesign, Rating and Applicationof Industrial GloboidalWormgearingANSI/AGMA6035-A02iiDesign, Rating and Application of Industrial Globoidal WormgearingANSI/AGMA 6035-A02Approval of an American National Standard requires verification by
2、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 agreement has been reached by directly and materially affected interests.Subs
3、tantialagreementmeansmuchmorethanasimplemajority,butnotnecessarilyuna-nimity. Consensus requires that all views and objections be considered, and that aconcerted effort be made toward their resolution.TheuseofAmericanNationalStandards is completely voluntary; theirexistence does notin any respect pr
4、eclude 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 develop standards and will in nocircumstances give an interpretation of
5、 any American National Standard. Moreover, noperson shall have the right or authority to issue an interpretation of an American NationalStandardinthenameoftheAmericanNationalStandardsInstitute. Requestsforinterpre-tation of this standard should be addressed to the American Gear ManufacturersAssociat
6、ion.CAUTION NOTICE: AGMA technical publications are subject to constant improvement,revision, or withdrawal as dictated by experience. Any person who refers to any AGMAtechnicalpublicationshouldbesurethatthepublicationis thelatestavailablefromtheAs-sociation on the subject matter.Tables or other sel
7、f-supporting sections may be quoted or extracted. Credit lines shouldread: ExtractedfromANSI/AGMA6035-A02,Design,RatingandApplicationofIndustrialGloboidal Wormgearing, with the permission of the publisher, the American GearManufacturers Association, 500 Montgomery Street, Suite 350, Alexandria, Virg
8、inia22314.Approved March 20, 2003ABSTRACTThisstandardprovidesguidelinesforthedesign,ratingandapplicationofgloboidalwormgearingmountedwithaxes at a 90 degree angle. Specific definitions for globoidal wormgearing terms are presented, along with for-mulas for determining the geometric sizes of the majo
9、r features for the worm and gear. Design considerations,designprocedures,gearblanks andself-lockingconditions arealsodiscussed. Procedures forrating theloadcapacity of globoidal wormgearing are included.Published byAmerican Gear Manufacturers Association500 Montgomery Street, Suite 350, Alexandria,
10、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 written permission of the publisher.Printed in the United States of AmericaISBN: 1-55589-
11、792-4AmericanNationalStandardANSI/AGMA 6035-A02AMERICAN NATIONAL STANDARDiiiContentsPageForeword iv.1 Scope 1.2 Symbols, terms and definitions 23 General design considerations 94 Gearset design 135 Self-locking 16.6 Adjustments and contact patterns of globoidal wormgearing 167 Run-in procedures 16.8
12、 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 factors 39E Overhung load factors 41F Reducer efficiency 43.G Formulas for rating factor
13、s 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 angles 7.7 Contact lines - Hindley design 10.8 Contact lines - Full contact design 10
14、.9 Hindley design, 4” C.D., 10:1 ratio, 3 threads, 30 teeth 1710 Hindley design, 4” C.D., 30:1 ratio, 1 thread, 30 teeth 18.11 Full contact design, 4” C.D., 30:1 ratio, 1 thread, 30 teeth 1912 Gear blank types 27.13 Typical gear blank configuration minimum rim thickness 28.Tables1 Symbols used in de
15、sign of industrial globoidal wormgears 22 Recommended number of gear teeth 13.3 Basic pressure factor, Cs204 Ratio correction factor, Cm21.5 Face width and materials factor, Ca21.6 Velocity factor, Cv22ANSI/AGMA 6035-A02 AMERICAN NATIONAL STANDARDivForewordThe foreword, footnotes and annexes, if any
16、, in this document are provided forinformational purposes only and are not to be construed asa partof ANSI/AGMAStandard6035-A02, Design, Rating and Application of Industrial Globoidal Wormgearing.This standard revises, combines and supersedes two previous independent standards:ANSI/AGMA 6030-C87, De
17、sign of Industrial Double-Enveloping Wormgears, andANSI/AGMA 6017-E86, Rating and Application of Single and Multiple ReductionDouble-Enveloping Worm and Helical-Worm Speed Reducers. It presents guidelines andpractices for the design, rating and application for industrial globoidal wormgearing.The fi
18、rst draft of ANSI/AGMA 6035-A02 was made in December 2000. It was approved bythe 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 theAmericanGearManufacturersAssoci
19、ation,500MontgomeryStreet,Suite350,Alexandria,Virginia 22314.ANSI/AGMA 6035-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
20、. Chen Peerless-Winsmith, 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
21、. Sawchak Rexnord CorporationASSOCIATE 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
22、. Faure Compagnie Engrenages 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. Roc
23、kwell Automation/DodgeJ.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 g
24、loboidal wormgearing withother types of gearing.1.2 Speed limitationThe velocity factor table in this standard providesdata for sliding velocities up to 6000 feet per minute.For velocities in excess of 6000 feet per minute, themanufacturer should be consulted.Where the sliding velocity of the worm t
25、hreadexceeds 2000 feet per minute, additional 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. Engineeri
26、ngpractice dictates that ratios in excess 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 manufactur
27、er should be consulted.1.5 Intended useThe 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 d
28、esigners capable of selectingreasonable values based on their knowledge of theANSI/AGMA 6035-A02 AMERICAN NATIONAL STANDARD2performanceofsimilardesignsandtheeffectofsuchitems as lubrication, deflection, manufacturing toler-ances, metallurgy, residual stresses and systemdynamics. It is not intended f
29、or use by theengineering public at large.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 to
30、agreements based on this American National 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 Dr
31、ivesANSI/AGMA 6010-F97, Standard for Spur, 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, GearNomenclature, Definitions Of Terms
32、 With Symbols.Seetable1.NOTE: Thesymbolsandterminologyusedinthisstan-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 wormgearsSymbols Description Units First u
33、sedRef.para.aGAddendum of gear tooth in Eq. 10 2.2aWAddendum of worm thread in Eq. 10 2.2B Backlash in - - 2.2bGDedendum of gear tooth in Eq. 14 2.2bWDedendum of worm thread in Eq. 13 2.2C Center distance in Eq. 2 2.2CaFace width and material factor - - Eq. 24 8.1.4CmRatiocorrectionfactor - - Eq. 24
34、 8.1.4CsBasic pressure factor - - Eq. 24 8.1.4CvVelocity factor - - Eq. 24 8.1.4cGClearance in the gear in Eq. 12 2.2cWClearance in the worm in Eq. 11 2.2DGGear pitch diameter in central plane in Eq. 4 2.2DbBase diameter (Hindley design) in Eq. 18 2.2DoGGear outside diameter in - - 2.2DRGGear root d
35、iameter in central plane in - - 2.2DtGGear throat diameter in central plane in - - 2.2DWWorm pitch diameter in transverse plane in Eq. 2 2.2DoWWorm outside diameter in - - 2.2DRWWorm root diameter in transverse plane in Eq. 3 2.2DtWWorm throat diameter in transverse plane in Eq. 15 2.2erGGear root f
36、orm radius in Eq. 21 2.2etGGear throat form radius in Eq. 23 2.2etWWorm throat form radius in Eq. 22 2.2FGGear face width in - - 2.2(continued)ANSI/AGMA 6035-A02AMERICAN NATIONAL STANDARD3Table 1 (concluded)Symbols Description Units First usedRef.para.FWWorm face width in - - 2.2fWLength of flat on
37、outside diameter of worm in Eq. 20 2.2hkWorking depth of tooth in Eq. 9 2.2htGWhole depth of gear tooth in Eq. 8 2.2htWWhole depth of worm thread in Eq. 8 2.2mbMinimum amount of gear bronze below tooth root in - - 9.3mGGear ratio - - Eq. 1 2.2NGNumber of teeth in gear - - Eq. 1 4.1NWNumber of thread
38、s in worm - - Eq. 1 4.2n Rotational speed of worm rpm Eq. 24 - -PWInput power rating hp Eq. 24 8.1.3p Circular pitch in Eq. 5 2.2pnNormal circular pitch in Eq. 7 2.2txGAxial gear tooth thickness in Eq. 18 2.2tnGNormal gear tooth thickness in - - 2.2txWAxial worm thread thickness in - - 2.2tnWNormal
39、worm thread thickness in - - 2.2v Sliding velocity fpm Eq. 25 8.1.4Z Effective worm thread length in Eq. 19 2.2pLead angle at pitch point degrees Eq. 6 2.2xAxial pressure angle degrees Eq. 17 2.2nNormal pressure angle degrees Eq. 17 2.22.2 Terms and definitionsaddendum, aW,aG: The addendum of the wo
40、rmthread 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 central plane. See figures 1 and 2.addendum c
41、ircle, worm: The worm addendumcirclecoincideswiththetopofthewormthreadandisdefined in the transverse plane. See figure 4.Line ofcentersAddendum,wormDedendum,wormClearanceThreadthickness,axialCircularpitchTooththickness,axialWholedepth,gearAddendumcircle, gearAddendum,gearDedendum,gearRoot circle,gea
42、rClearanceBacklashWormGearWorkingdepth,gearWhole depth,wormPitch circle,gearWorkingdepth,wormFigure 1 - Worm and gear mesh in central planeANSI/AGMA 6035-A02 AMERICAN NATIONAL STANDARD4BasediameterFlat,wormFace angle,wormBasecircleWorm shankdiameterFace width,wormOutsidediameter,wormThroat formradiu
43、s, wormAddendumcircle, gearRoot circle,gearLine ofcentersWormaxisCenterdistanceRootdia.wormThroatdia.wormPitchdia.worm1/2 effectiveworm threadlengthPitch circle,gearFigure 2 - Gearset central planebacklash, B: The backlash is the amount by whichthe circular pitch exceeds the worm thread and geartoot
44、h 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 edges of the worm cutter. See figure 2.For
45、 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, C: The center distance of thegearset is the shortest distance from the axis of theworm to the axis
46、of the gear. See figure 2.ANSI/AGMA 6035-A02AMERICAN NATIONAL STANDARD5central plane: The central plane is the planeperpendiculartothegearaxisandcontainsthewormaxis and the line of centers. See figures 1, 2 and 3.circular pitch, p: The circular pitch is the length ofthe arc along the gear pitch circ
47、le between twocorresponding successive gear tooth flanks mea-sured in the central plane. See figure 1.circular pitch, normal, pn: The normal circularpitch is a theoretical value and is defined as thecircularpitchtimesthecosineoftheleadangleatthepitch point.clearance, cW,cG: The clearance is the amou
48、nt bywhich the whole depth of the wormthreads andgearteeth exceeds the working depth. The clearance ismeasured in the central plane. See figure 1.dedendum, bW,bG: The dedendum of the wormthread and gear tooth is the radial distance from theroot circle to the pitch circle on the worm and gearrespecti
49、vely. See figure 1.effective worm thread length, Z: The effectiveworm thread length is two times the distance fromthetransverseplanetothepointonthethreadwheretheoretical contact with agear toothfirst occurs. Itismeasured parallel to the worm axis. See figure 2.faceangle,gear: Thegearfaceangleistheangleofthe beveled surface between the gear face and thegear outside diameter. See figure 4.face angle, worm: The worm face angle is theangle of the beveled surface between the wormshankdiameterandthewormoutsidediameter. Seefi
