Worm Gear Seal Life via Tribological Coatings

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Solution Overview

Problem

Current seals for worm gearboxes have a shorter lifespan than other gearbox components, leading to lubricant leakage, debris damage, chemical reactions, wear, and heat-induced embrittlement, resulting in frequent and costly replacements.

Innovation Solution

The use of hardened steel worms with bronze worm gears, tribological coatings on worm threads, gear teeth, and shafts, along with surface finishing treatments and carbon/nitrogen concentration gradients, enhances seal performance by reducing friction, debris formation, and heat generation, thereby increasing seal life and reducing leakage.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Duration of action of stationary object

If conventional seals are used in worm gearboxes, then the gearbox can operate, but the seal lifespan is much shorter than other gearbox components, leading to frequent replacements

Engineering Contradiction:
Improveseal lifespanVSAvoidseal reliability
Core Design Contradiction:
Duration of action of stationary objectVSReliability

Solution Approach 1:

The patent applies surface finishing treatments (such as polishing, honing, or coating) to modify the surface parameters of the shaft or shaft sleeve that contacts the seal. This changes the surface roughness and chemical composition, reducing friction and wear at the seal interface, thereby extending seal lifespan and improving reliability without changing the seal design itself

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent employs composite material systems combining hardened steel worms with bronze worm gears, and potentially coated shafts with specific surface treatments. This material combination reduces galling and debris generation, creating a more benign operating environment for the seal elastomer, thus extending seal life and improving reliability

Inventive Principle:
Principle #40Composite materials

2Reliability

If seals are used to prevent lubricant egress and debris ingress, then lubricant retention is improved, but heat generation embrittles the elastomer and accelerates seal failure

Engineering Contradiction:
Improveseal sealing effectivenessVSAvoidheat at seal interface
Core Design Contradiction:
ReliabilityVSTemperature

Solution Approach 1:

The patent modifies the surface parameters of the shaft or shaft sleeve through finishing treatments or coatings, creating a lower friction interface that generates less heat. This reduces thermal embrittlement of the seal elastomer while maintaining sealing effectiveness

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent introduces a tribological coating or surface treatment layer as an intermediary between the shaft and seal. This intermediate layer acts as a low-friction barrier that reduces heat generation at the seal interface, protecting the elastomer from thermal degradation while maintaining the sealing function

Inventive Principle:
Principle #24Intermediary (Mediator)

3Reliability

If seals contact the shaft directly, then sealing function is achieved, but wear damages the seal elastomer and abrades the shaft

Engineering Contradiction:
Improveseal sealing functionVSAvoidseal and shaft integrity
Core Design Contradiction:
ReliabilityVSStrength

Solution Approach 1:

The patent changes the surface parameters of the shaft or shaft sleeve through finishing treatments or coatings, creating a smoother, more wear-resistant surface. This reduces mechanical wear and galling at the seal interface, preserving both seal elastomer integrity and shaft strength

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent uses composite material systems with hardened steel worms and bronze gears, and potentially coated shafts, to create a non-galling material combination. This reduces debris generation and wear, protecting both the seal and shaft from damage while maintaining the sealing function

Inventive Principle:
Principle #40Composite materials

4Productivity

If worm and gear components operate in meshing relationship, then speed reduction is achieved, but friction and debris generation accelerate seal deterioration

Engineering Contradiction:
Improvespeed reduction functionVSAvoidfriction and debris
Core Design Contradiction:
ProductivityVSObject-generated harmful factors

Solution Approach 1:

The patent employs a composite material system combining hardened steel worm with bronze worm gear. This material combination provides excellent wear resistance and reduces galling, significantly decreasing debris generation in the lubricant that would otherwise accelerate seal deterioration while maintaining speed reduction function

Inventive Principle:
Principle #40Composite materials

Solution Approach 2:

The patent applies surface finishing treatments or tribological coatings to the worm and gear surfaces, modifying surface parameters to reduce friction and wear. This decreases debris generation and protects the seal from contamination-related failure

Inventive Principle:
Principle #35Parameter changes

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

This approach significantly extends the useful life of worm gearbox seals, minimizes leakage, and lowers torque and power losses, while maintaining a lower viscosity lubricant, reducing debris and heat-related wear, and enhancing overall system performance.

Implementation Method 1

the use of a hardened steel worm and a bronze worm gear with a tribological coating on one or both of the worm thread or spiral and the gear teeth

Methodology Applied
Scientific EffectTribology: Friction

Implementation Method 2

the use of a hardened steel worm with a bronze worm gear

Methodology Applied
Scientific EffectHardening: Heat Treatment

Implementation Method 3

carbon or carbon/nitrogen concentration gradients can be added to the worm

Methodology Applied
Scientific EffectCarburizing: Carburizing

Implementation Method 4

carbon or carbon/nitrogen concentration gradients can be added to the worm

Methodology Applied
Scientific EffectNitriding: Nitriding

Data Source

PatentUS7662240B2Seal for worm gear speed reducer
Publication Date: 2010.02.16 THE TIMKEN CO(US)
  • US7662240B2 patent drawing
  • US7662240B2 patent drawing

AI summary

The performance of a worm assembly seal is improved by (1) the use of a hardened steel worm with a bronze worm gear; (2) a tribological coating on one or both of the worm thread or spiral and the gear teeth; 3) a tribological coating on one or both of the input or output shaft or shaft sleeves; or (4) a tribological coating applied to the worm thread, the gear teeth, the input and output shafts or shaft sleeves, or combinations thereof. In each of the approaches, the worm, worm gear, and input and output shafts or shaft sleeves can have surface finishing treatments. Additionally, in each of the three approaches, carbon or carbon/nitrogen concentration gradients can be added to the worm.