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Load Calculation
It is essential to accurately calculate the Axial Load (Fa), Radial Load (Fr), Overturning Moment (M), and the required Output Torque (T) under the actual operating conditions.
Verification of Self-Locking Capability
Not all worm gear drives are absolutely self-locking. Self-locking depends on the reduction ratio, lead angle, and friction coefficient. It is necessary to confirm with the manufacturer whether the self-locking requirement is met for safety.
Efficiency and Heat Dissipation
The transmission efficiency of worm gears is relatively low (typically 70%-90%). Heat dissipation must be considered for continuous operation or high-power applications, and forced cooling may be required.
Backlash Requirement
The appropriate backlash (gear play) grade should be selected based on positioning accuracy requirements.
Mounting Interface
Clearly define the interface type, dimensions, and tolerances for the mounting holes and rotating shaft.