Worm Gear Cutter Holder With Hydrostatic Bearings for Precision Machining

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Solution Overview

Problem

Current worm gear machining technologies face challenges in achieving high accuracy and efficiency due to significant thermal errors during hobbing and shaving processes, leading to cumbersome and inefficient machining processes.

Innovation Solution

A worm gear machine design incorporating a cutter holder adjusting system with hydrostatic bearing mechanisms and a gearbox for precise cutter positioning, along with a workbench featuring axial and radial hydrostatic guide rails, to enhance rigidity and transmission accuracy.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Manufacturing precision

If conventional hobbing and shaving processes are used for worm gear machining, then the machining process is simple, but thermal errors account for 70% or more of the total machining error, leading to poor machining precision

Engineering Contradiction:
Improveworm gear machining precisionVSAvoidthermal error
Core Design Contradiction:
Manufacturing precisionVSTemperature

Solution Approach 1:

The patent replaces conventional mechanical cutting processes (hobbing and shaving) with a new machining approach that uses a specially designed cutter holder adjusting system and hydrostatic bearing mechanisms. This substitution eliminates the severe thermal errors associated with traditional processes while achieving high machining precision through mechanical precision and stability.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The patent introduces hydrostatic bearing mechanisms into the cutter holder system to provide ultra-precise positioning and support. The hydraulic system maintains stable mechanical relationships during machining, reducing thermal errors and improving overall machining precision of the worm gear.

Inventive Principle:
Principle #29Pneumatics and hydraulics

2Manufacturing precision

If trial-and-error trimming method is used to compensate comprehensive error, then the worm gear accuracy can be improved, but the machining efficiency becomes extremely low and the process becomes cumbersome

Engineering Contradiction:
Improveworm gear accuracyVSAvoidmachining efficiency
Core Design Contradiction:
Manufacturing precisionVSProductivity

Solution Approach 1:

The patent implements preliminary action by pre-adjusting the cutter holder position using the hydrostatic bearing mechanisms and adjusting systems before machining. This eliminates the need for post-machining trial-and-error trimming, as the correct geometric relationships are established in advance, significantly improving machining efficiency while maintaining high accuracy.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent incorporates feedback mechanisms through the cutter holder adjusting system that allows real-time monitoring and adjustment of cutting parameters and positions. This closed-loop control enables high accuracy to be achieved directly during machining without requiring multiple iterative trimming passes.

Inventive Principle:
Principle #23Feedback

3Manufacturing precision

If high-accuracy worm gear machining is performed using conventional methods, then the tooth surface accuracy can be improved, but the process requires repeated iterative machining with extremely low efficiency

Engineering Contradiction:
Improvetooth surface accuracyVSAvoidmachining time
Core Design Contradiction:
Manufacturing precisionVSLoss of time

Solution Approach 1:

The patent replaces the conventional iterative machining approach with a single-pass high-precision machining method. The specially designed cutter holder with hydrostatic bearings maintains stable mechanical relationships throughout the machining process, eliminating the need for repeated iterations and significantly reducing machining time while achieving high tooth surface accuracy.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

4Manufacturing precision

If conventional cutter holder design is used, then the device structure is simple, but the rigidity and transmission accuracy are insufficient for high-precision machining

Engineering Contradiction:
Improvetransmission accuracyVSAvoidcutter holder structure
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

The patent introduces hydrostatic bearing mechanisms into the cutter holder design to achieve ultra-precise positioning and high rigidity. The hydraulic system provides stable support and precise adjustment capabilities, enabling high transmission accuracy while accepting increased structural complexity as a necessary trade-off for achieving the required machining precision.

Inventive Principle:
Principle #29Pneumatics and hydraulics

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

The design enables high-accuracy and efficient machining of worm gears by improving cutter holder spindle and cutter bar rigidity, allowing for precise machining of various tooth profiles with reduced thermal errors and increased machining speed.

Implementation Method 1

a first hydrostatic bearing mechanism is disposed between the slide seat and the cutter holder spindle, and a second hydrostatic bearing mechanism is disposed between the cutter bar and the small bracket

Methodology Applied
Scientific EffectHydrostatic bearing: Hydraulic Press

Implementation Method 2

a workbench featuring axial and radial hydrostatic guide rails, to enhance rigidity and transmission accuracy

Methodology Applied
Scientific EffectHydrostatic guidance: Hydraulic Press

Data Source

PatentUS12145208B2Worm gear machine
Publication Date: 2024.11.19 CHONGQING UNIV
  • US12145208B2 patent drawing
  • US12145208B2 patent drawing
  • US12145208B2 patent drawing

AI summary

The present disclosure provides a worm gear machine, including a workbench, a cutter holder and a cutter holder adjusting system, where the cutter holder includes a big bracket, a first slide rail is disposed on the big bracket, a slide seat in sliding fit with the first slide rail is disposed on the first slide rail, a second slide rail is disposed on the slide seat, a small bracket in sliding fit with the second slide rail is disposed on the second slide rail; and a cutter holder spindle is disposed between the big bracket and the slide seat, a cutter bar synchronously rotating with the cutter holder spindle is disposed between an end of the cutter holder spindle facing toward the small bracket and the small bracket, and a gearbox for driving the cutter spindle to rotate is disposed in the big bracket.