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Martin Worm & Worm Gears
Originally, worm gearing was used to secure, by compact means, a large reduction of speed between driving and driven shafts with a proportionate increase (except for frictional loss) in the torque of the driven shaft. Worm gearing is still used for this purpose, and frequently the wheel is driven by a single-thread worm of such low helix angle that the drive cannot be reversed; that is the wheel cannot drive the worm as the gearing automatically locks itself against backward rotation. (*See note below.)
Although a multiple-threaded worm when applied under like conditions is much more efficient than a single-threaded worm, it does not follow that the multiple-threaded worm should always be used.
A single-threaded worm might be preferable when the most important requirement is to obtain a high ratio and especially if the worm must be self-locking.
When power is the primary factor, the multiple-threaded worms should be used.
LUBRICATION is an important factor when using worm gearing. An increase in heat generated means a decrease in efficiency. The amount of power which can be transmitted at a given temperature increases as the efficiency of the gearing increases.
Materials for worm and worm gears are generally confined to steel for worms and bronze or cast iron for gears. When steel worms are run with bronze gears at high speeds, the worm is usually hardened with ground threads.
NOTE: SELF-LOCKING ABILITY There is often some confusion as to the self-locking ability of a worm and gear set. Martin worm gear sets, under no condition should be considered to hold a load when at rest. The statement is made to cover the broad spectrum of variables affecting self-locking characteristics of a particular gear set in a specific application. Theoretically, a worm gear will not back drive if the friction angle is greater than the worm lead angle. However, the actual surface finish and lubrication may reduce this significantly. More important, vibration may cause motion at the point of mesh with further reduction in the friction angle. Generally speaking, if the worm lead angle is less than 5°, there is reasonable expectation of self-locking. Again, no guarantee should be made and customer should be advised. If safety is involved, a positive brake should be used.
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