Abstract

Abstract. This study proposes a worm gear efficiency model considering misalignment in electric power steering systems. A worm gear is used in Column type Electric Power Steering (C-EPS) systems and an Anti-Rattle Spring (ARS) is employed in C-EPS systems in order to prevent rattling when the vehicle goes on a bumpy road. This ARS plays a role of preventing rattling by applying preload to one end of the worm shaft but it also generates undesirable friction by causing misalignment of the worm shaft. In order to propose the worm gear efficiency model considering misalignment, geometrical and tribological analyses were performed in this study. For geometrical analysis, normal load on gear teeth was calculated using output torque, pitch diameter of worm wheel, lead angle and normal pressure angle and this normal load was converted to normal pressure at the contact point. Contact points between the tooth flanks of the worm and worm wheel were obtained by mathematically analyzing the geometry, and Hertz's theory was employed in order to calculate contact area at the contact point. Finally, misalignment by an ARS was also considered into the geometry. Friction coefficients between the tooth flanks were also researched in this study. A pin-on-disk type tribometer was set up to measure friction coefficients and friction coefficients at all conditions were measured by the tribometer. In order to validate the worm gear efficiency model, a worm gear was prepared and the efficiency of the worm gear was predicted by the model. As the final procedure of the study, a worm gear efficiency measurement system was set and the efficiency of the worm gear was measured and the results were compared with the predicted results. The efficiency considering misalignment gives more accurate results than the efficiency without misalignment.

Highlights

  • In modern vehicles, steering systems are developing as they adopt more electronics into the systems

  • Hydraulic Power Steering (HPS) systems are being replaced by ElectroHydraulic Power Steering (EHPS) systems and Electric Power Steering (EPS) systems, and these systems will be replaced by technologically advanced systems such as Steer-By-Wire (SBW) systems in the future

  • When the vehicle goes on a bumpy road, vibration is delivered to the worm gear, which causes the mismatch of the pitch circles

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Summary

Introduction

In modern vehicles, steering systems are developing as they adopt more electronics into the systems. In the case of C-EPS systems, a worm gear pair with a high gear ratio is used to augment torque from the electric motor It is located between the motor and the steering column and consists of a worm shaft and a worm wheel. For C-EPS systems, for example, when a driver turns the steering wheel and needs 10 Nm for steering assist, an electric motor gives 10 Nm to the driver through a worm gear This mechanism is assumed to work under 100 % mechanical efficiency and in real time. The delayed feel can be resolved by using 16 bit processors for the control module but the friction feel cannot be completely resolved by the processor upgrade This friction feel is called “sticky” and “annoying” steering feel and the only way to resolve this issue is to improve mechanical efficiency of the worm gear in EPS systems. The efficiency of a worm gear pair is predicted by the model and the result is experimentally verified

Power loss of worm gear
Normal load
Misalignment
Tribological analysis
Model Validation
Worm gear efficiency by model
Experimental setup
Experimental results
Conclusion
Notation
Abbreviations
Full Text
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