Worm Gear Sizing Calculations

(Equations below from Norton, similar set up as Case Study 8B pp.784-787)

Application Information
Input Speed of Worm (n) 1725 rpm

Gear Geometry
Center Distance (C) 5.5 inches
Pressure Angle (f) 20 degrees
No. of Teeth Worm (Nw) 1 teeth
No. of Teeth Worm-gear (Ng) 75 teeth
Gear Ratio (mG) 75
Worm Pitch Diameter (d) 2.02 inches
Worm-gear Pitch Diameter (dG) 8.98 inches
Lead (L) 0.376 inches
Lead Angle (l ) 3.39 degrees
Max Req Face Width (Fmax) 1.354 inches
Sliding/Tangential Velocity (Vs) 913.9 ft/min

Use Charts to Input Values for Factors Below

Materials Factor (Cs) 977
Ratio Correction Factor (Cm) 0.653
Velocity Factor (Cv) 0.271
Coefficient of Friction (f) 0.0217

*Design Specifications
**Worm-gear Tangential Load (Wt) 1355 lb
Friction Force (Wf) 31 lb
Rated Output Power (Fo) 2.221 hp
Power Lost in Mesh (Fl) 0.868 hp
Rated Input Power (F) 3.089 hp
Efficiency of Gearset (e) 71.9 %
Rated Output Torque (Tg) 6083 lb-in
*Compare power ratings and torque output with your requirements.
If redesign is needed, adjust design parameters (typically C).

Compare with Buckingham's Wear Equation

(Buckingham's Equation is from Shigley and Mischke pp. 985-86)
Worm-gear Load Factor (Kw) 125 (from chart)
Worm-gear Pitch Diameter (dG) 8.98 inches
Max Req Face Width (Fmax) 1.35 inches
**Worm-gear Tangential Load (Wt) 1519 lb-in

**Buckingham's Wt lacks refinement of AGMA's Wt

Legend
Input Your Information
Excel Calculated Output
Worm Gear Nomenclature

References
Norton, Robert. Machine Design an Integrated Approach. 2nd Ed.
(pp. 778-787)

Shigley and Mischke. Mechanical Engineering Design. 6th Ed.

(pp. 836, 855-56, 869-74, 974-86, 988-90)
Choose factors that fit your application from below and enter into the main spreadsheet
(Equations below from Shigley and Mischke pp. 871, 976)

Materials Factor (Cs)

C <= 3 in Cs= 1995

sand-cast
dG <= 2.5 in Cs= 1000
dG > 2.5 in Cs= 735
chilled-cast
dG <= 2.5 in Cs= 1000
dG > 2.5 in Cs= 977

centrifugally cast
dG <= 2.5 in Cs= 1000
dG > 2.5 in Cs= 1079

Ratio Correction Factor (Cm)

3< mG <=20 Cm= Err:502 if mG is >20 then this cell

20< mG <=76 Cm= 0.653
mG > 76 Cm= 0.655

Velocity Factor (Cv)

Vs < 700 ft/min Cv= 0.241
700<=Vs<3000 ft/min Cv= 0.271
Vs > 3000 ft/min Cv= 0.335

Coefficient of Friction (f)

Vs = 0 f= 0.15
0 < Vs <= 10 ft/min f= 0.000304
Vs > 10 ft/min f= 0.021678
if mG is >20 then this cell will say #NUM!