Research on curvature interference characteristics of offset enveloping cylindrical worm drive.

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Title: Research on curvature interference characteristics of offset enveloping cylindrical worm drive.
Authors: Zhu, Xinyue1,2 (AUTHOR), Liu, Hongwei1 (AUTHOR), Liu, Li2 (AUTHOR), Hu, Luoke2 (AUTHOR) huluoke@gmail.com
Source: International Journal of Advanced Manufacturing Technology. Jun2025, Vol. 138 Issue 11, p5575-5590. 16p.
Subjects: Concave surfaces, Parametric equations, Nonlinear equations, Convex surfaces, Grinding wheels
Abstract: Curvature interference is a common phenomenon encountered during the machining of gear tooth surfaces. The occurrence of interference can deteriorate the machined quality of the tooth surfaces and reduce transmission performance. To determine and avoid tooth surface interference, a calculation method for the curvature interference limit function, which is based on principal frame projection, Rodriguez's rotation formula, and Lagrange's identity, is proposed in this paper. By the gear meshing theory, a univariate nonlinear equation and two parametric calculation formulas for determining these interference boundary points are derived. Via a numerical case, the curvature interference characteristic of the offset worm pair is studied, and it is proved that the convex surface of the worm gear hardly interferes and its concave surface has a high risk of interference. Given this, the influence of three main process parameters of the grinding wheel on the interference of the concave surface is investigated. The results show that all three process parameters can reduce the risk of interference, among which the influence of the process crossing angle is the most notable. [ABSTRACT FROM AUTHOR]
Copyright of International Journal of Advanced Manufacturing Technology is the property of Springer Nature and its content may not be copied or emailed to multiple sites without the copyright holder's express written permission. Additionally, content may not be used with any artificial intelligence tools or machine learning technologies. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract. (Copyright applies to all Abstracts.)
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  Data: Research on curvature interference characteristics of offset enveloping cylindrical worm drive.
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  Data: <searchLink fieldCode="AR" term="%22Zhu%2C+Xinyue%22">Zhu, Xinyue</searchLink><relatesTo>1,2</relatesTo> (AUTHOR)<br /><searchLink fieldCode="AR" term="%22Liu%2C+Hongwei%22">Liu, Hongwei</searchLink><relatesTo>1</relatesTo> (AUTHOR)<br /><searchLink fieldCode="AR" term="%22Liu%2C+Li%22">Liu, Li</searchLink><relatesTo>2</relatesTo> (AUTHOR)<br /><searchLink fieldCode="AR" term="%22Hu%2C+Luoke%22">Hu, Luoke</searchLink><relatesTo>2</relatesTo> (AUTHOR)<i> huluoke@gmail.com</i>
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  Data: <searchLink fieldCode="JN" term="%22International+Journal+of+Advanced+Manufacturing+Technology%22">International Journal of Advanced Manufacturing Technology</searchLink>. Jun2025, Vol. 138 Issue 11, p5575-5590. 16p.
– Name: Subject
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  Data: <searchLink fieldCode="DE" term="%22Concave+surfaces%22">Concave surfaces</searchLink><br /><searchLink fieldCode="DE" term="%22Parametric+equations%22">Parametric equations</searchLink><br /><searchLink fieldCode="DE" term="%22Nonlinear+equations%22">Nonlinear equations</searchLink><br /><searchLink fieldCode="DE" term="%22Convex+surfaces%22">Convex surfaces</searchLink><br /><searchLink fieldCode="DE" term="%22Grinding+wheels%22">Grinding wheels</searchLink>
– Name: Abstract
  Label: Abstract
  Group: Ab
  Data: Curvature interference is a common phenomenon encountered during the machining of gear tooth surfaces. The occurrence of interference can deteriorate the machined quality of the tooth surfaces and reduce transmission performance. To determine and avoid tooth surface interference, a calculation method for the curvature interference limit function, which is based on principal frame projection, Rodriguez's rotation formula, and Lagrange's identity, is proposed in this paper. By the gear meshing theory, a univariate nonlinear equation and two parametric calculation formulas for determining these interference boundary points are derived. Via a numerical case, the curvature interference characteristic of the offset worm pair is studied, and it is proved that the convex surface of the worm gear hardly interferes and its concave surface has a high risk of interference. Given this, the influence of three main process parameters of the grinding wheel on the interference of the concave surface is investigated. The results show that all three process parameters can reduce the risk of interference, among which the influence of the process crossing angle is the most notable. [ABSTRACT FROM AUTHOR]
– Name: AbstractSuppliedCopyright
  Label:
  Group: Ab
  Data: <i>Copyright of International Journal of Advanced Manufacturing Technology is the property of Springer Nature and its content may not be copied or emailed to multiple sites without the copyright holder's express written permission. Additionally, content may not be used with any artificial intelligence tools or machine learning technologies. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract.</i> (Copyright applies to all Abstracts.)
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RecordInfo BibRecord:
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    Identifiers:
      – Type: doi
        Value: 10.1007/s00170-025-15769-4
    Languages:
      – Code: eng
        Text: English
    PhysicalDescription:
      Pagination:
        PageCount: 16
        StartPage: 5575
    Subjects:
      – SubjectFull: Concave surfaces
        Type: general
      – SubjectFull: Parametric equations
        Type: general
      – SubjectFull: Nonlinear equations
        Type: general
      – SubjectFull: Convex surfaces
        Type: general
      – SubjectFull: Grinding wheels
        Type: general
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      – TitleFull: Research on curvature interference characteristics of offset enveloping cylindrical worm drive.
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            NameFull: Zhu, Xinyue
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            NameFull: Liu, Hongwei
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            NameFull: Liu, Li
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          Name:
            NameFull: Hu, Luoke
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          Dates:
            – D: 27
              M: 06
              Text: Jun2025
              Type: published
              Y: 2025
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              Value: 02683768
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              Value: 138
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              Value: 11
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            – TitleFull: International Journal of Advanced Manufacturing Technology
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