Manual and automatic integrated worm and gear mechanism
By introducing a crank-connecting rod mechanism and a manual handwheel into the worm gear mechanism, the problem of difficult operation when the motor loses power is solved, enabling normal drive and manual recovery in the event of motor power failure, thus improving operational convenience and safety.
Patent Information
- Application Number
- CN202420554726.9
- Authority / Receiving Office
- CN · China
- Patent Type
- Utility models(China)
- Current Assignee / Owner
- Filing Date
- 2024-03-21
- Publication Date
- 2025-11-11
- Estimated Expiration
- 2034-03-21
AI Technical Summary
Traditional worm gear mechanisms are cumbersome to operate when the motor loses power, and the small diameter of the worm makes rotation difficult, which can easily injure fingers. In addition, the limited rotation space makes it difficult to achieve continuous rotation.
The mechanism employs a crank-connecting rod mechanism, combined with a stepper motor and a manual handwheel, to achieve long-distance torque transmission of the worm gear. In the event of a power failure of the motor, the handwheel can be manually rotated to restore the movement of the mechanism.
It enables the worm gear to continue driving normally even when the motor loses power, avoiding property damage caused by control failure. Manual operation is also less strenuous, with a larger rotation range, reducing the risk of rigid contact in mechanical limit switches.
Smart Images

Figure CN223536873U_ABST
Abstract
Description
Technical Field
[0001] This utility model belongs to the field of worm gear transmission technology, specifically relating to a manual / automatic integrated worm gear mechanism. Background Technology
[0002] A worm gear mechanism is a mechanical transmission device mainly composed of a worm wheel and a worm. The working principle of this mechanism is based on the meshing transmission between the worm wheel and the worm. The worm wheel typically has a rotational direction of motion, while the worm has a linear movement along its axis. Due to the relativity of these two directions of motion, they can mesh and transmit power. The worm gear mechanism is a highly efficient transmission device with advantages of high efficiency, compactness, and simplicity. In practical applications, different transmission ratios, speed ranges, and braking methods can be flexibly combined according to different needs and working conditions. Traditional worm gear mechanisms require manual rotation of the worm to engage the worm wheel and achieve transmission in the event of motor power failure. However, the diameter of the worm is often small, making rotation very difficult, and the worm teeth can easily injure fingers or tooling. Furthermore, the rotation space of traditional worms is limited, often preventing continuous rotation; multiple intermittent rotations are usually required to achieve lifting and lowering, making operation cumbersome. Moreover, most commercially available mechanisms directly drive the worm wheel with the motor to achieve a single rotational action. Therefore, it is necessary to research a manual / automatic integrated worm gear mechanism. Summary of the Invention
[0003] To address the shortcomings of existing technologies, the purpose of this utility model is to provide a manual / automatic integrated worm gear mechanism that employs a crank-connecting rod mechanism. This mechanism enables torque transmission over a longer distance, and when the stepper motor loses power, the handwheel can be manually rotated to turn the worm and restore the mechanism's normal operation.
[0004] To achieve the above objectives, the present invention adopts the following technical solution:
[0005] A manual / automatic worm gear mechanism includes a worm gear, a worm, a first transmission mechanism, a cantilever linkage mechanism, and a second transmission mechanism. The worm gear is connected to a drive shaft via a key b. The drive shaft is mounted in a deep groove ball bearing a. The two sides are respectively equipped with a rear side plate and a front side plate. The rear side plate and the front side plate are fixed to the two sides of the base plate by cylindrical pins a. The first transmission mechanism includes a stepper motor and a motor mounting bracket. The output shaft of the stepper motor is connected to the worm gear through a planar thrust ball bearing. The cantilever linkage mechanism includes a connecting rod, a spacer sleeve set at one end of the lower surface of the connecting rod, and a crank set at the lower surface of the spacer sleeve. The other end of the connecting rod is fixedly connected to a cylindrical pin c. The second transmission mechanism includes a rotating shaft, a bearing seat, and a handwheel. A deep groove ball bearing b is installed in the bearing seat. The rotating shaft is inserted into the inner hole of the deep groove ball bearing b from top to bottom. The upper stepped end face of the rotating shaft is axially limited to the upper end face of the deep groove ball bearing b. It is tightened to the lower end face of the deep groove ball bearing b by tightening the nut. The handwheel is inserted into the rotating shaft from bottom to top. The crank is locked in the keyway of the end face of the rotating shaft by an internal hexagonal head screw.
[0006] Preferably, pin holes are provided on the surfaces of the aforementioned rear side plate and front side plate, as well as on both sides of the base plate. Two cylindrical pins a are inserted into the pin holes of the rear side plate and base plate, and the front side plate and base plate in sequence, and are locked by hexagonal head screws c.
[0007] Preferably, the aforementioned stepper motor 7 and motor mounting bracket 18 are connected by hexagonal head screws a, flat washers a and elastic washers a, and the motor mounting bracket is fixed to the base plate by hexagonal head screws b, flat washers b and elastic washers b.
[0008] Preferably, the aforementioned stepper motor is connected to the worm gear via an internal hexagonal set screw b.
[0009] Preferably, the aforementioned connecting rod, spacer sleeve, and crank are connected together by a limiting pin.
[0010] Preferably, the aforementioned deep groove ball bearing b is secured in the bearing housing retaining ring groove by an elastic retaining ring, and the bearing housing is fixed to the base plate by an internal hexagonal head screw b.
[0011] Preferably, a flat key a is installed in the keyway of the aforementioned rotating shaft.
[0012] Preferably, the liquid receiving plate is fixed to the upper end face of the aforementioned rear side plate and front side plate by an internal hexagonal head screw c.
[0013] The advantages of this utility model are as follows: The worm gear mechanism of this utility model adopts a crank-connecting rod mechanism, which can transmit torque over a longer distance. The stepper motor can drive not only the worm gear but also the manual part of the mechanism. When the stepper motor loses power, the handwheel can be manually rotated to rotate the worm and restore the normal movement of the mechanism. Manually driving the worm to the working position can avoid property damage caused by control failure or rigid contact of mechanical limit. The diameter of the handwheel is larger than that of the worm, which can greatly save the force required to rotate the handwheel under the same torque requirement. Attached Figure Description
[0014] Figure 1 This is a top view of the present invention;
[0015] Figure 2 yes Figure 1 AA section diagram;
[0016] Figure 3 yes Figure 2 Middle BB section view;
[0017] Figure 4 yes Figure 3 C-section view;
[0018] Figure 5 yes Figure 2 A magnified view of a portion of point F in the middle;
[0019] Figure 6 yes Figure 2 A magnified view of a portion of point D in the middle;
[0020] Figure 7 yes Figure 2 EE cross-section diagram.
[0021] Meaning of the reference numerals in the diagram: 1- Semi-round head hex socket screw, 2- Hex socket set screw a, 3- Hex socket set screw b, 4- Flat key a, 5- Deep groove ball bearing a, 6- Thrust ball bearing, 7- Stepper motor, 8- Hex socket head cap screw a, 9- Hex socket head cap screw b, 10- Hex socket head cap screw c, 11- Flat washer a, 12- Flat washer b, 13- Flat key b, 14- Front side plate, 15- Rear side plate, 16- Drain plate, 17- Drive shaft, 18- Motor mounting bracket, 19-worm gear, 20-elastic washer a, 21-elastic washer b, 22-cylindrical pin a, 23-cylindrical pin b, 24-worm, 25-cylindrical pin c, 26-connecting rod, 27-crank, 28-base plate, 29-limit pin, 30-spacer sleeve, 31-rotating shaft, 32-bearing seat, 33-tightening nut, 34-handwheel, 35-washer, 36-elastic retaining ring for hole, 37-elastic retaining ring for shaft, 38-internal hexagonal head screw, 39-deep groove ball bearing b. Detailed Implementation
[0022] The present invention will now be described in detail with reference to the accompanying drawings and specific embodiments.
[0023] A manual / automatic worm gear mechanism includes a worm gear, a worm, a first transmission mechanism, a cantilever linkage mechanism, and a second transmission mechanism. A flat key b 13 is placed into the keyway of a drive shaft 17, and then a worm gear 19 is fitted onto the drive shaft 17. An internal hexagonal flat-end set screw a 2 is used to tighten the worm gear 19 and the drive shaft 17 to achieve axial positioning.
[0024] Press the deep groove ball bearing a5 into the front side plate 15 and front side plate 14 respectively. Tap the cylindrical pin a22 into the pin holes on the upper surfaces of the front side plate 15 and front side plate 14. Insert the previously assembled drive shaft 17 into the deep groove ball bearing a5. Tap the cylindrical pin a22 into the pin holes in the base plate 28. Align the pin holes on the bottom surfaces of the assembled front side plates 14 and 15 with the cylindrical pin a22 in the base plate 28 and insert it into the mounting surface of the base plate 28. Tighten the base plate 28 and the front side plates 14 and 15 with the hexagonal head screw c10.
[0025] The first transmission mechanism includes a stepper motor 7 and a motor mounting bracket 18. The stepper motor 7 is inserted into the stop of the motor mounting bracket 18 for positioning, and the stepper motor 7 and the motor mounting bracket 18 are locked together using an internal hexagon head screw a8, a flat washer a11, and an elastic washer a20.
[0026] Insert the planar thrust ball bearing 6 into the output shaft of the stepper motor 7, then insert the worm 24 onto the upper surface of the planar thrust ball bearing 6, and then use the internal hexagonal flat end set screw b 3 to tighten the worm 24 and the flat position of the output shaft of the stepper motor 7 to achieve axial and radial positioning.
[0027] The assembled motor mounting bracket 18 is pre-tightened to the assembled base plate 28 using hex socket head cap screws b9, flat washers b12, and elastic washers b21. The hex socket head cap screws b9 can be tightened by adjusting the meshing clearance between the worm gear 24 and worm wheel 19 through the oblong hole on the motor mounting bracket 18.
[0028] The cantilever linkage mechanism includes a connecting rod 26, a spacer sleeve 30 disposed at one end of the lower surface of the connecting rod 26, and a crank 27 disposed on the lower surface of the spacer sleeve 30. The cylindrical pin c 25 is fixedly welded to the hole of the connecting rod 26. The limiting pin 29 is inserted into the crank 27, the spacer sleeve 30, and the hole of the connecting rod 26, and is axially limited by the axial elastic retaining ring 37, thus forming the cantilever linkage mechanism.
[0029] The second transmission mechanism includes a rotating shaft 31, a bearing housing 32, and a handwheel 34. The deep groove ball bearing b 39 is pressed into the bearing housing 32, and then a retaining ring 36 is pressed into the retaining ring groove of the bearing housing 32 to secure the outer ring of the deep groove ball bearing b 39. The assembled bearing housing 32 is positioned and locked to the base plate 28 using an internal hexagon head screw b 9. The rotating shaft 31 is inserted into the inner hole of the deep groove ball bearing b 39 from top to bottom, with the upper stepped end face of the rotating shaft 31 axially limited to the upper end face of the deep groove ball bearing b 39. A tightening nut 33 is then used to tighten the nut onto the lower end face of the deep groove ball bearing b 39. A flat key a 4 is placed in the keyway of the rotating shaft 31, and the handwheel 34 is inserted into the rotating shaft 31 from bottom to top. A semi-circular head internal hexagon head screw 1 is used to lock the washer 35 to the rotating shaft 31. Next, use the internal hex socket head cap screw 38 to lock the assembled crank 27 into the keyway on the end face of the rotating shaft 31.
[0030] Position the pin hole of the liquid receiving plate 16 onto the pins on the upper surfaces of the front side plates 14 and 15, and tighten the socket head cap screws c 10. The entire mechanism can be locked onto the flange surface by using the cylindrical pin b 23 and the socket head cap screws c 10.
[0031] To better illustrate this utility model, its working process is described in detail below:
[0032] When the stepper motor 7 is powered, its rotation drives the worm gear 24 to drive the worm wheel 19, thereby rotating the drive shaft 17. Simultaneously, it also drives the connecting rod 26, crank 27, rotating shaft 31, and handwheel 34. When the stepper motor 7 is de-powered, manually driving the handwheel 34 can rotate the motor, which in turn drives the worm gear 24 to drive the worm wheel 19, thus rotating the drive shaft 17.
[0033] The foregoing has shown and described the basic principles, main features, and advantages of this utility model. Those skilled in the art should understand that the above embodiments do not limit this utility model in any way, and all technical solutions obtained by equivalent substitution or equivalent transformation fall within the protection scope of this utility model.
Claims
1. A manual / automatic integrated worm gear mechanism, comprising a worm gear (19), a worm (24), a first transmission mechanism, a cantilever linkage mechanism, and a second transmission mechanism, characterized in that, The worm gear (19) is connected to the drive shaft (17) via a flat key b (13). The drive shaft (17) is installed in a deep groove ball bearing a (5). A rear side plate (15) and a front side plate (14) are respectively installed on both sides of the deep groove ball bearing a (5). The rear side plate (15) and the front side plate (14) are fixed to both sides of the base plate (28) via cylindrical pins a (22). The first transmission mechanism includes a stepper motor (7) and a motor mounting bracket (18). The output shaft of the stepper motor (7) is connected to the worm gear (24) via a planar thrust ball bearing (6). The cantilever linkage mechanism includes a connecting rod (26), a spacer sleeve (30) disposed at one end of the lower surface of the connecting rod, and a spacer sleeve (30) disposed on the lower surface of the spacer sleeve (30). The crank (27) and the connecting rod (26) are fixedly connected to the cylindrical pin c (25). The second transmission mechanism includes a rotating shaft (31), a bearing seat (32) and a handwheel (34). A deep groove ball bearing b (39) is installed in the bearing seat (32). The rotating shaft (31) is inserted into the inner hole of the deep groove ball bearing b (39) from top to bottom. The upper step end face of the rotating shaft (31) is axially limited to the upper end face of the deep groove ball bearing b (39). It is tightened to the lower end face of the deep groove ball bearing b (39) by tightening the nut (33). The handwheel (34) is inserted into the rotating shaft (31) from bottom to top. The crank (27) is locked in the keyway of the end face of the rotating shaft (31) by the internal hexagonal head screw (38).
2. The manual / automatic integrated worm gear mechanism according to claim 1, characterized in that, Pin holes are provided on the surfaces of the rear side plate (15) and the front side plate (14) as well as on both sides of the base plate (28). Two cylindrical pins a (22) are inserted into the pin holes of the rear side plate (15) and the base plate (28) and the front side plate (14) and the base plate (28) in sequence, and are locked by internal hexagonal head screws c (10).
3. The manual / automatic integrated worm gear mechanism according to claim 1, characterized in that, The stepper motor (7) and the motor mounting bracket (18) are connected by an internal hexagonal head screw a (8), a flat washer a (11) and an elastic washer a (20). The motor mounting bracket (18) is fixed to the base plate (28) by an internal hexagonal head screw b (9), a flat washer b (12) and an elastic washer b (21).
4. The manual / automatic integrated worm gear mechanism according to claim 1, characterized in that, The stepper motor (7) is connected to the worm gear (24) via an internal hexagonal flat-end set screw b (3).
5. The manual / automatic integrated worm gear mechanism according to claim 1, characterized in that, The connecting rod (26), spacer sleeve (30) and crank (27) are connected together by a limiting pin (29).
6. The manual / automatic integrated worm gear mechanism according to claim 1, characterized in that, The deep groove ball bearing b (39) is clamped in the retaining groove of the bearing seat (32) by the elastic retaining ring (36), and the bearing seat (32) is fixed on the base plate (28) by the internal hexagonal head screw b (9).
7. The manual / automatic integrated worm gear mechanism according to claim 1, characterized in that, A flat key a (4) is installed in the keyway of the rotating shaft (31).
8. The manual / automatic integrated worm gear mechanism according to claim 1, characterized in that, The upper surfaces of the rear side plate (15) and the front side plate (14) are fixed with liquid receiving plate (16) by internal hexagonal head screws c (10).