Worm Speed Reducer Asymmetric Offset for Steering Consistency

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Solution Overview

Problem

Existing electric power steering systems using worm speed reducers experience varying steering feel due to differences in frictional resistance torque between clockwise and counterclockwise rotations, which is costly to address with specialized cutting tools for different pressure angles on tooth flanks.

Innovation Solution

A worm speed reducer design with a worm shaft and worm wheel where the worm shaft's center axis is offset relative to the worm wheel's center axis, utilizing a bias member to preload the worm shaft, thereby reducing frictional resistance torque differences between rotation directions without the need for specialized cutting tools.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If the worm shaft is configured like a right-hand thread with elastic biasing, then backlash is eliminated, but frictional resistance torque varies with steering direction

Engineering Contradiction:
Improvebacklash eliminationVSAvoidsteering feeling consistency
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The patent applies asymmetry by offsetting the worm shaft center axis from the worm wheel center axis in a specific direction. This asymmetric positioning creates different meshing conditions for clockwise and counterclockwise rotations, balancing the frictional resistance torque in both directions while maintaining the elastic biasing configuration that eliminates backlash.

Inventive Principle:
Principle #4Asymmetry

2Ease of operation

If different pressure angles are used on tooth flanks for different rotation directions, then frictional resistance torque difference is suppressed, but manufacturing cost increases due to specialized cutting tools

Engineering Contradiction:
Improvefrictional resistance torque balanceVSAvoidmanufacturing cost
Core Design Contradiction:
Ease of operationVSEase of manufacture

Solution Approach 1:

Instead of using asymmetric tooth flanks with different pressure angles that require specialized cutting tools, the patent achieves frictional resistance torque balance through asymmetric positioning of the worm shaft center axis. This approach maintains symmetric tooth geometry that can be manufactured with standard cutting tools, thereby suppressing frictional resistance torque difference without increasing manufacturing cost.

Inventive Principle:
Principle #4Asymmetry

Solution Approach 2:

The patent changes the positional parameter of the worm shaft center axis by offsetting it from the worm wheel center axis. This parameter change modifies the meshing geometry and contact conditions, achieving suppression of frictional resistance torque difference through geometric adjustment rather than through complex tooth profile design requiring specialized tools.

Inventive Principle:
Principle #35Parameter changes

3Manufacturing precision

If multiple cutting tools with different shapes are used for different specifications, then tooth flanks with different pressure angles are achieved, but device complexity and manufacturing cost increase

Engineering Contradiction:
Improvepressure angle precisionVSAvoidcutting tool variety
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

The patent makes the offset configuration serve multiple functions: it simultaneously achieves frictional resistance torque balance, maintains standard symmetric tooth geometry, and allows use of universal cutting tools for all worm shaft specifications. This eliminates the need for specialized cutting tools while maintaining manufacturing precision through geometric parameter optimization.

Inventive Principle:
Principle #6Universality (Multi-functionality)

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 design effectively suppresses the difference in frictional resistance torque between clockwise and counterclockwise rotations, improving steering consistency while reducing manufacturing costs by eliminating the need for multiple cutting tools.

Implementation Method 1

a bias member that is supported by the housing and that elastically biases the second end of the worm shaft in a preloading direction

Methodology Applied
Scientific EffectElasticity: Elasticity

Implementation Method 2

meshing frictional resistance generated when the worm shaft rotates clockwise is larger than meshing frictional resistance generated when the worm shaft rotates counterclockwise

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentEP2993110B1Worm speed reducer
Publication Date: 2017.05.24 JTEKT CORP
  • EP2993110B1 patent drawingFigure 1
  • EP2993110B1 patent drawingFigure 2
  • EP2993110B1 patent drawingFigure 3~4

AI summary

A center axis (C1) of a worm shaft (18) is offset in an offset direction with respect to a plane that is orthogonal to a center axis (C2) of a worm wheel (19) and that passes through a central position of the worm wheel in a tooth width direction. A bias member (60) biases a second end (18b) of the worm shaft in a preloading direction in which a center distance between the worm shaft and the worm wheel decreases. When the worm shaft is configured like a right-hand thread, in a left-handed coordinate system, a direction toward a first end of the worm shaft in an axial direction (a direction toward an electric motor) corresponds to a thumb direction. The preloading direction corresponds to an index finger direction. The offset direction corresponds to a middle finger direction.