Worm Gear Switching Mechanism for Low-Shock Direction Reversal

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Solution Overview

Problem

Conventional worm gears experience significant engagement shocks and inefficiencies when switching the direction of rotation, requiring additional gear drives or auxiliary motors that hinder quick and efficient changes.

Innovation Solution

A worm gear design with synchronized displacement of worms on a shaft, using a switching device that couples and decouples with the worm shaft at predetermined positions to smoothly transition between groove tracks with opposite pitches, minimizing engagement shocks.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If conventional switching methods using additional gear drives are used, then the direction of rotation can be switched, but significant engagement shocks occur and switching speed is reduced

Engineering Contradiction:
Improveswitching speedVSAvoidengagement shock
Core Design Contradiction:
Ease of operationVSObject-affected harmful factors

Solution Approach 1:

The switching device is activated in advance to gradually displace the worm along the shaft before the actual direction change is needed. This preliminary displacement prepares the system for smooth transition, preventing sudden engagement shocks when the worm gear switches direction.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The switching device acts as an intermediary mechanism between the drive and the worm gear. It includes a switching element that engages with the worm and a displacement element that moves the worm along the shaft, mediating the transition and eliminating direct shock between the drive and worm gear during direction changes.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Object-affected harmful factors

If the worm shaft and worm gear are brought to a standstill before switching, then shock is dampened, but switching efficiency and speed are hindered

Engineering Contradiction:
Improveshock dampeningVSAvoidswitching efficiency
Core Design Contradiction:
Object-affected harmful factorsVSProductivity

Solution Approach 1:

The worm is displaced along the shaft in advance to a predetermined position where the groove track is optimally oriented for the upcoming direction change. This preliminary positioning allows the worm gear to maintain rotation while the worm is prepared for smooth engagement in the opposite direction, eliminating the need to stop the system.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system changes the positional parameter of the worm along the shaft continuously during operation. By adjusting the worm's position on the shaft to align the groove track with the drive direction, the system maintains dynamic operation without stopping, thereby preserving productivity while managing shock through controlled parameter transitions.

Inventive Principle:
Principle #35Parameter changes

3Adaptability or versatility

If worms with opposite pitches are mounted on a movable hollow shaft, then direction switching is enabled, but no solution for switching shock is provided

Engineering Contradiction:
Improvedirection switching capabilityVSAvoidswitching shock
Core Design Contradiction:
Adaptability or versatilityVSObject-affected harmful factors

Solution Approach 1:

The switching device with its switching element and displacement element serves as an intermediary mechanism that controls the engagement and displacement of worms with opposite pitches. This intermediary system manages the transition between worms, using gradual displacement along the shaft to prevent switching shock while maintaining the versatility of bidirectional operation.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

Before switching between worms with opposite pitches, the displacement element moves the active worm along the shaft to a predetermined position where the groove track is optimally aligned. This preliminary action ensures that when the worm switches to the opposite pitch worm, the transition occurs smoothly without shock, while the system maintains full adaptability for direction changes.

Inventive Principle:
Principle #10Preliminary action

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 solution enables rapid and efficient direction changes in worm gears by synchronizing worm displacement with shaft rotation, reducing shock and maintaining continuous operation.

Implementation Method 1

The actuator (3) is brought into engagement in the groove track (12) of the worm (61; 62) in order to displace the worm (61; 62) along the shaft (5)

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentEP4246011B1Worm gear with switching device
Publication Date: 2025.08.20 SCHNEIDER HANS JOACHIM
  • EP4246011B1 patent drawingFigure 1
  • EP4246011B1 patent drawingFigure 2
  • EP4246011B1 patent drawingFigure 3~4

AI summary

A worm gear in which pairs of worms, each with opposite pitches, can be moved together or individually on a common worm shaft that always rotates in the same direction. When the direction of rotation of the worm gear is reversed, the worm pairs are displaced on the common worm shaft until the worm gear meshes with the oppositely rising groove of the displaced worm, thereby changing its direction of rotation. The displacement of the worm pairs, and thus the change in the pitch direction of the groove, is synchronized with the rotation of the worm shaft. This displacement of the groove, synchronized with the rotation of the worm, accelerates the rotation of the worm gear only until it exits the groove and decelerates it only until it enters the groove of the counter-rotating worm.The displacement force is absorbed by the torque of the worm shaft, thus damping the change in the rotation of the worm wheel. The reversal of the direction of rotation occurs with a reduced impact effect.