The Thermal Rating of Worm Gearboxes

Abstract

The paper deals with the factors affecting the temperature rise of totally enclosed self-lubricated gearboxes, with particular reference to worm gearboxes, and is based on observations obtained from a power circulating apparatus through worm gears which has provision for the accurate measurement of efficiency and temperature rise under variable load and speed. The theory underlying the heating and cooling of gearboxes is discussed, for gears running under continuous load and also under a repeated cycle of intermittent load. Temperature rise depends on the heat-dissipating capacity of the gearbox and the power losses within the box; heat-dissipating capacity is dealt with in relation to surface area of the box, speed of the gears, and artificial cooling by air fan; power losses are discussed under the headings of efficiency and oil drag losses. It is shown that gear speed and turbulence in the lubricant contribute considerably to heat-dissipating capacity, and that oil drag losses play an important part, particularly on large gears running at moderate or high speed. Cooling by air or other means is shown to result in an increase in power capacity (for a given allowable temperature rise) much more than in proportion to the increase in heat-dissipating capacity of the box, owing to a higher overall efficiency when transmitting heavier loads. Results of worm gear efficiency tests carried out in the past on the Daimler-Lanchester testing machine at the National Physical Laboratory on the author's design of worm gear, which gave the highest efficiency of any published tests carried out on this machine, are reconsidered in the light of recent work and it is contended that the National Physical Laboratory machine gives efficiency figures which are in general higher than the true efficiency.