Gear Worm Groove Structure for Lubrication and Self-Locking

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Solution Overview

Problem

Existing gear mechanisms with lubricant reservoirs in axial grooves face a reduction in self-locking action due to continuous lubrication, which is undesirable in applications requiring high self-locking action at standstill, such as motor vehicle actuating drives.

Innovation Solution

A gear worm with a concentric groove structure on its flanks, produced by roller burnishing followed by belt grinding, provides a lubricant reservoir and allows for targeted adjustment of self-locking action by varying the depth and profile of the grooves, ensuring continuous lubrication and direct contact with the mating toothing system.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If axial grooves are configured as lubricant reservoirs on tooth flank faces, then reliable lubrication is ensured, but self-locking action is reduced

Engineering Contradiction:
Improvelubrication reliabilityVSAvoidself-locking action
Core Design Contradiction:
ReliabilityVSForce

Solution Approach 1:

The patent applies local quality by creating circumferential grooves only in specific regions of the worm tooth flanks, rather than uniform axial grooves. The grooves are positioned to provide lubrication at highly loaded areas while leaving other regions with direct contact capability for self-locking. This localized approach allows different regions of the same component to have different functional qualities - lubrication zones and friction zones coexist on the worm tooth flanks.

Inventive Principle:
Principle #3Local quality

2Duration of action of stationary object

If continuous lubrication is provided, then wear resistance is improved, but self-locking capability is compromised

Engineering Contradiction:
Improveservice lifeVSAvoidself-locking action
Core Design Contradiction:
Duration of action of stationary objectVSForce

Solution Approach 1:

The patent implements periodic action through the circumferential groove structure that intermittently supplies lubricant to the toothing system. As the worm rotates, the grooves periodically deliver lubricant to contact points, creating a rhythm of lubrication and friction. This periodic lubrication provides wear protection during operation while allowing friction-dominated self-locking behavior during standstill periods when no lubricant is being actively supplied.

Inventive Principle:
Principle #19Periodic action

3Strength

If roller burnishing is applied to create smooth surface, then wear resistance is enhanced, but self-locking action is reduced

Engineering Contradiction:
Improvewear resistanceVSAvoidself-locking action
Core Design Contradiction:
StrengthVSForce

Solution Approach 1:

The patent combines roller burnishing with selective groove creation to achieve local quality. The burnished smooth surface provides wear resistance, while circumferential grooves are introduced in specific locations to maintain self-locking capability. This creates a dual-character surface: predominantly smooth and wear-resistant, with localized rougher groove regions that promote friction and self-locking during standstill.

Inventive Principle:
Principle #3Local quality

4Reliability

If groove depth is increased to provide more lubricant reservoir, then lubrication reliability is improved, but self-locking action is further reduced

Engineering Contradiction:
Improvelubrication reliabilityVSAvoidself-locking action
Core Design Contradiction:
ReliabilityVSForce

Solution Approach 1:

The patent applies parameter changes by optimizing groove depth, width, and spacing as controllable variables. Rather than maximizing groove depth unilaterally, the invention treats groove dimensions as parameters that can be adjusted to achieve the desired balance between lubrication and self-locking. The groove depth is specifically controlled to provide sufficient lubricant capacity while maintaining enough material between grooves to ensure direct contact and self-locking capability.

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

The method ensures reliable lubrication and adjustable self-locking action, minimizing wear and maintaining high efficiency in gear mechanisms, particularly suitable for motor vehicle drives like window lifters and sunroof drives.

Implementation Method 1

the toothing geometry is first of all produced by way of roller burnishing, which toothing geometry has a surface of defined smoothness

Methodology Applied
Scientific EffectRoller burnishing:

Implementation Method 2

the concentric groove structure can be configured in the roller burnished surface of the worm flanks in a highly targeted manner by means of belt grinding

Methodology Applied
Scientific EffectGrinding: Abrasion

Implementation Method 3

a lubricant reservoir is provided at the highly loaded worm flanks

Methodology Applied
Scientific EffectLubrication: Lubrication

Implementation Method 4

Said direct contact of the tips of the groove structure with the mating toothing system can be utilized to set the self-locking action of the toothing system

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentUS11904381B2Method for producing a gear worm which is located in particular on an armature shaft, and such a gear worm
Publication Date: 2024.02.20 ROBERT BOSCH GMBH
  • US11904381B2 patent drawing
  • US11904381B2 patent drawing

AI summary

The invention relates to a method for producing a gear worm (12) which is located in particular on an armature shaft (14) of an electromotive drive unit (10), wherein firstly a worm gear (20) having screw flanks (22) axially opposite one another on a longitudinal axis (18) is formed by means of a rolling tool, and subsequently a groove structure (24) which is concentric about the longitudinal axis (18) is formed on the screw flanks (22) by means of an additional process step. The invention also relates to a gear worm (12) produced according to the method according to the invention, and to a transmission drive unit (10) containing such a gear worm (12).