Evolution of Worm Gear Standards and their Consequences on Load Capacity Calculation Approach

Beginning with a brief summary and update of the latest advances in the calculation methods for worm gears, the author then presents the detailed approach to worm gear geometry found in the revised ISO TR 10828. With that information, and by presenting examples, these new methods are explained, as are their possibilities for addressing the geometrical particularities of worm gears and their impact upon the behavior and load capacity of a gearset under working conditions based on ISO TR 14521 — Methods B and C. The author also highlights the new possibilities offered on that basis for the further evolution of load capacity calculation of a worm gearset based on load and contact pressure distribution.