{"title":"On the lumped parameter modeling of worm gear mechanisms: Experimental validation and insights","authors":"Giulia Cristofori, Mattia Battarra, Emiliano Mucchi","doi":"10.1016/j.mechmachtheory.2025.106266","DOIUrl":null,"url":null,"abstract":"<div><div>A non-linear 8-DOF model capable of capturing the fundamentals of the worm gear dynamics has been developed. The model incorporates external excitations, non-linear time-varying meshing stiffness, and components related to friction phenomena. This study is dedicated to a thorough exposition of the lumped parameter model, accompanied by a comprehensive examination of its equations and an analysis of the impact of diverse contributions. The procedure employed to determine the meshing stiffness is further investigated using a finite element methodology, as it is a crucial input for the dynamic model. Furthermore, a comprehensive description of the experimental campaign conducted to validate the model is presented, enabling an in-depth analysis of the impact of speed and torque on the overall dynamics of worm gear mechanisms. In order to assess the capability of the model to accurately capture the effects of these two parameters, a comparison is made between the numerical results, specifically the bearing forces and transmission errors, and the experimental data. These comparisons facilitate the validation of the model.</div></div>","PeriodicalId":49845,"journal":{"name":"Mechanism and Machine Theory","volume":"217 ","pages":"Article 106266"},"PeriodicalIF":5.9000,"publicationDate":"2025-12-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":"0","resultStr":null,"platform":"Semanticscholar","paperid":null,"PeriodicalName":"Mechanism and Machine Theory","FirstCategoryId":"5","ListUrlMain":"https://www.sciencedirect.com/science/article/pii/S0094114X25003556","RegionNum":1,"RegionCategory":"工程技术","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":null,"EPubDate":"2025/10/22 0:00:00","PubModel":"Epub","JCR":"Q1","JCRName":"ENGINEERING, MECHANICAL","Score":null,"Total":0}
引用次数: 0
Abstract
A non-linear 8-DOF model capable of capturing the fundamentals of the worm gear dynamics has been developed. The model incorporates external excitations, non-linear time-varying meshing stiffness, and components related to friction phenomena. This study is dedicated to a thorough exposition of the lumped parameter model, accompanied by a comprehensive examination of its equations and an analysis of the impact of diverse contributions. The procedure employed to determine the meshing stiffness is further investigated using a finite element methodology, as it is a crucial input for the dynamic model. Furthermore, a comprehensive description of the experimental campaign conducted to validate the model is presented, enabling an in-depth analysis of the impact of speed and torque on the overall dynamics of worm gear mechanisms. In order to assess the capability of the model to accurately capture the effects of these two parameters, a comparison is made between the numerical results, specifically the bearing forces and transmission errors, and the experimental data. These comparisons facilitate the validation of the model.
期刊介绍:
Mechanism and Machine Theory provides a medium of communication between engineers and scientists engaged in research and development within the fields of knowledge embraced by IFToMM, the International Federation for the Promotion of Mechanism and Machine Science, therefore affiliated with IFToMM as its official research journal.
The main topics are:
Design Theory and Methodology;
Haptics and Human-Machine-Interfaces;
Robotics, Mechatronics and Micro-Machines;
Mechanisms, Mechanical Transmissions and Machines;
Kinematics, Dynamics, and Control of Mechanical Systems;
Applications to Bioengineering and Molecular Chemistry