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A generalized method for the meshing analysis of conical worm drive is proposed, whose mathematical model is more general and whose application scope is expanded. A universal mathematical model, which can be conveniently applied to left-handed and right-handed conical worm pairs and their tooth flanks on different sides, is established by introducing the helical spin coefficient and tooth side coefficient of the conical worm. The pressure angle at the reference point, which is a key parameter for calculating the curvature parameters and lubrication angle, is determined based on the unit normal vector of the worm helical surface and is no longer determined by the tooth profile angle in the worm shaft section. The above improvement breaks away from the limitation of the classic meshing analysis method based on the reference-point-based meshing theory and thus expands its application scope. The toroidal surface enveloping conical worm drive is taken as an instance to illustrate the proposed method and the numerical example studies are conducted. The approaches to determine the reference point, the normal unit vector, and the curvature parameters at the reference point are all demonstrated in detail. The numerical results all manifest that the method presented in the current work is correct and practicable.

A generalized meshing analysis method and its application to toroidal surface enveloping conical worm drive