The present invention relates to a ball worm transmission for transmission of rotational motion between two shafts with nonintersecting axes using rolling elements. It represents a combination of two mechanical principles: the worm transmission and the rolling of spherical balls. The functionality is somewhat similar to a ball-screw mechanism; however it provides a rotational rather than translational output.
The invention resulted from the need for a miniature, kinematically precise, highly efficient rotational transmission with high transmission ratio capable of transmitting relatively high power with no backlash. Such mechanisms are required for actuating revolute joints of precision mechanisms such as small robot manipulators.
Several solutions for creating non-backlash rotational-rotational transmissions (R—R) using gears have been proposed, such as the split gear, the variable pitch (duplex) or conical shaped worm. Each particular approach either presents limited non-backlash torque ranges or is too complex to be miniaturized. Moreover, these solutions present reduced power transmission efficiency (typically on the order of 30%).
For rotational-translational (R-T) transmissions, high kinematic precision and efficiency have been successfully implemented based on the ball-screw mechanism. Ball-screws are readily available on a large variety of sizes and they are widely used for precise mechanisms. The ball-screw mechanism represents a variation of the regular screw mechanism by introducing a number of spherical balls between the screw and the nut and providing a recirculation path for the balls. The screw and the nut are no longer in contact and the motion is transmitted through the balls rolling in between. The key feature that provided the success of this mechanism was the replacement of the sliding friction between the screw and the nut by the rolling friction of spherical balls complemented by a smooth recirculation path implemented into the nut.
The worm transmission was the perfect candidate for implementing the rotational transmission under the required characteristics. It is non-backdrivable and it is relatively simple, thus allowing miniaturization. Its only problem is that it may not be constructed without backlash and it is power inefficient. The classic worm transmission is schematically represented in
As shown in
During motion there is a continuous sliding of surfaces on the worm and gear teeth. For this, the transmission requires sustained lubrication as well as the use of dissimilar (friction-paired) materials for gear and shaft that are paired for minimal friction and reduced wear.
Thus, although the classic worm transmission is simple, non-backdrivable, and may be miniaturized, its sliding friction causes reduced efficiency and kinematic inconsistency. In the case of the screw mechanism, a similar problem has been resolved by creating a ball-screw mechanism that uses spherical balls to replace the sliding friction by rolling friction, thus rendering a highly efficient non-backlash mechanism. In the present invention the ball rolling principle is implemented on a worm mechanism, hence creating the ball-worm transmission.
The geometry of the worm and gear of the classic worm transmission has been modified to render the transmission of motion through a finite number of spherical balls that cyclically roll between them. To accomplish this, the gear and the worm are constructed with mathematically accurate tooth geometries defined for optimized kinematics.
According to the structure of the present invention, the worm geometry is hyperboloidal for obtaining superior performance by simultaneous engagement of multiple gear teeth. The invention also augments a number of balls and includes a ball recirculation path.
With these modifications the worm and the gear are no longer in contact, yet, at any instance of time they both contact several balls. The rotation of the worm causes the balls between the worm and the gear to roll, thus causing the gear to follow the worm rotation, with a given transmission ratio. Rolling out of the common contact zone between the worm and gear, balls are being recycled on a special circulation path enclosed within the worm. The recirculation path has been designed to provide smooth recirculation while allowing simple manufacturing by constructing the worm of two concentric components.
The classic worm transmission uses the sliding friction between the worm and the gear to implement rotational transfer. The present invention replaces the sliding friction of the classic worm mechanism with the rolling friction of spherical balls. Several major advantages result from the friction reduction: minimal backlash, kinematic precision, high efficiency, increased power transmission capability, minimal lubrication requirement, and the possibility to be designed in backdrive or non-backdrive configurations. The ball worm transmission of the present invention, moreover, may implement high transmission ratios in a manner similar to the classic worm transmission, and the design of the ball worm transmission of the present invention also allows for the miniaturization of the transmission assembly.
A schematic of the ball-worm transmission assembly is shown in
As shown in
A recirculation path is implemented on the worm assembly. Several balls are in contact between the worm and the gear at any position of the mechanism. A detail of the ball path is shown in
Referring to
As shown in
Thus, the ball path comprises three regions: the active, passive, and recirculation. Balls cyclically roll on these paths, during motion a ball passing through all three stages. On the active path the balls roll between the worm and gear thus being fully constrained and supported. Rolling out of the active region into the passive path, the balls are supported on one side by the worm helix. However, on the other side they are unsupported. An outer race 4 is used to further constrain the balls on the passive path, as shown in
As shown in the drawings, the ball race 4 is incorporated into the casing of the worm assembly. However, it can also be constructed as a separate part. The ball race 4 presents an internal revolute surface 6 used to maintain the balls 3 on the helix of the worm 1. At the side of the gear 2, the ball race 4 presents a longitudinal cut 7 that is slightly wider than the gear (see
For uniform performance of the transmission it is necessary to insure that the number of active balls is constant or relatively constant at any position of the mechanism. This is generally insured by the construction of the worm, with one exception, which appears when the end of the helical tooth faces the gear.
At the end of the worm helical tooth, after passing either the active or passive path, the balls are recycled on the recirculation path. This path is constructed within the worm. During motion the end of the helix, thus the point where the balls enter the recirculation path, is mobile with respect to any component of the transmission except for the worm itself. For this reason, constructing the recirculation path within the worm is the only viable solution allowing for simplicity and miniaturization.
One significant novel feature of the present invention is the implementation of a worm having a peg part and a worm part and at least one recirculation port built into the worm part that makes possible a miniature construction.
In the first bearing arrangement,
Balls enter and exit the recirculation path at the ends of the helical tooth of the worm. A frontal view of the worm assembly and a cross section taken at one end of the helix detailing the entry/exit of the recirculation path is shown in
The end point of the helix is connected to a cylindrical oblique hole 11 made in the worm part 1a and part of the peg 1b. The size of the hole is slightly larger than the balls to facilitate circulation. The hole starts at the end of the worm helix, is internally tangent to the outer surface of the peg 1b, and ends at this tangency point. The axis of the hole is in a plane of the section 9B—9B, which is normal on the worm axis passing through the end of the worm helix.
A recirculation port is used to facilitate the transition of balls from the worm helix (active path) to the peg helix (recirculation path). The recirculation port comprises the path deflection boss 12 and the fillet 13. The boss 12 forces the balls to enter the hole 11 by providing a stopper above the ball center on the helical path. This stops the balls on their helical trajectory and forces them to enter the recirculation path. For miniaturization purposes the recirculation port has been constructed into the worm part 1a. However, if space allows it, the port may be constructed as a separate component assembled to the worm (i.e., as a dowel pin, a ring on the circumference of the worm, or a specially designed component). In the illustrated embodiment, the path deflection fillet 13 is a small radius fillet that smoothens the transition from the end of the helical tooth to the straight hole 11.
The deflection boss 12 has a special construction. This is necessary in order to avoid interference with both the ball race 4 and the gear 2 during the rotation of the worm.
The entry hole of the recirculation path further continues into a helical path that connects the opposite ports. This recirculation helix has a constant radius and, in the proffered embodiment, spans for less than one turn. A corner-free profile is implemented at the transition between the cylindrical and helical parts.
In summary, the ball circulation path comprises the active path, the passive path, and the recirculation path. During motion, the active and passive paths cyclically cover the hyperboloidal helix of the worm. The recirculation path comprises the following elements: the recirculation ports (boss and fillet), the holes, and the peg helix. The ports are constructed within the worm part, and the recirculation helix is constructed on the peg, whereas the entry/exit holes are implemented in both the worm part and the peg. The peg is press-fitted into the worm part and a dowel pin is used to insure their relative orientation and further secure the assembly.
The ball-worm geometry is derived using the algorithm presented in the following table. A numeric example is presented in the right column. The table presents the calculations for a worm with a single thread. Multiple threads may similarly be implemented when high power/low transmission ratios are desired.
A right-hand transmission is defined (as for the classic worm transmission) by the right hand winding of the worm helix. The right/left hand type can be set using the positive/negative definition of the transmission ratio respectively. TR is set as an integer number (TRε{N}).
bD is set based on geometric and strength considerations. The formula shows the order of the dimension, where aD is the distance between the axes (Equation 9).
During motion the worm and the gear are not in direct contact. The motion transfer is realized through the rolling elements, as shown in
The ball recirculation mechanism is constructed within the worm (
Equation 5 gives an estimation of the minimum size of wrD, derived using the schematic in
The thickness wwT should be large enough to allow for the manufacturing of the worm part. For certain profiles of the worm tooth wwT is given by Equation 27.
The gear rolling diameter is defined as the minimum diameter of the gear measured at the center of the balls rolling on its teeth, as represented in
As presented in
The active path (see
The thickness of the gear is set so that nB balls can fit on one gear. The worm angle at gT/2 is the rotation of the worm from the center to the side of the gear (βgT), as presented in
where α and γ are the worm and gear rotation angles respectively (
The kinematic transfer function and the output of the transmission (considering the worm as the driving element) are:
This is a signed expression defined by the right/left hand transmission of Equation 1.
The worm helix has as many turns as the active number of gear teeth (nT). For maintaining a constant number of active balls at any orientation of the worm, the worm helix is extended at each end with an angle βhe. This angle may later need to be updated to include the angle of the recirculation port fillet βƒ (
β: −βh→βh Equation 16
Consider a ball that for α=0 has its center in the point P0 located in the middle of the active zone (that is in the central planes 14A—14A and 14B—14B). As the worm is rotated with an angle α, the point P0 constrained to the middle plane of the gear 14B—14B shifts its position to Pc (central). This corresponds to the position of the gear rotated with γ=α/TR. The position vector of Pc in the fixed coordinate system X0Y0Z0 may be expressed as:
The position of a point P of the worm helix is then obtained by relaxing the central plane constraint in the worm coordinate system, as:
Since the helix is defined with respect to the worm, the variable α is substituted by the equivalent on-worm angle −β. Thus:
The coordinate vector P(β)W is a function of the independent variable β. Equation 19 defines the geometry of the hyperboloidal helix of the worm given by the trajectory of the center of a ball rolling in the transmission.
A parametric plot of PW (β)|β: −βh→βh is shown in
One significant novel feature of the present invention lies in the gear tooth geometry. Namely, according to the present invention, the teeth of the gear have a full thickness along this central plane 14A—14A of the gear and a lesser thickness towards both sides of the gear. As a result, the gap which is defined between the gear teeth is larger towards both sides of the gear than in the central plane of the gear. This novel gear tooth gap 20 defined by the ball center is shown in
The gear tooth gap corresponds to the space swept by the collection of balls rolling between the worm and the gear during a full engagement cycle; that is the rotation of the gear from where the tooth comes in until the tooth comes out of the engagement region taking as many turns of the worm as the number of its helix turns nT.
The tooth geometry is defined as the trajectory of the center of the balls with respect to the tooth of the engaged (rotating) gear. And according to the present invention, the tooth geometry is derived from the intersection of the worm helix with the gear. During a full engagement cycle, this intersection curve varies depending on the relative orientation of the worm and gear. The envelope of these intersection curves is a surface 20, as presented in
As illustrated in the
The present invention provides exact mathematical definitions of the above described tooth geometry to achieve the surface shown in
If, for example, the tooth gap were too wide at some locations the transmission would exhibit backlash, whereas if the tooth gap were too narrow the balls would jam. The present invention, however, provides a unique and optimal solution for the tooth geometry which is essential for achieving a smooth functionality of the transmission with minimal backlash.
A point of the worm helix with respect to the ground reference frame X0Y0Z0 may be expressed as:
where β0=α+β defines an angle on the rotated worm with respect to the ground, as presented in
For verification, Equation 20 evaluated for β0=0 should yield the original definition PcO in Equation 17.
The position of a helix point P in the gear coordinate system XGYGZG is:
In this equation α measures the rotation of the worm and β0 defines the angular position of the point on the worm with respect to the ground.
The gear tooth geometry is given by the collection of points P(α,β
The formula in Equation 21 prescribes the geometry of the tooth specified at the center of the rolling elements. This defines the gap between consecutive gear teeth. As shown in
The gear may be manufactured by generating the teeth with a “worm-tool”, a tool on the shape of the worm with cutting elements in the shape of the balls distributed on the helical path. This is a high production method only requires the worm geometry, the geometry of the gear resulting from the machining process.
This manufacturing process is not efficient for low production series. In this case the gear should be manufactured by using a 4-axes CNC milling process with either a Gothic arch endmill or a combination of two ball end-mills, as presented in the following sections. The method requires an explicit mathematic definition of the gear geometry as given in Equation 21. The gear is mounted on a rotary table and the tooth gap is generated using endmills. The linear and rotary axes are moved in coordinated motion based on the gear geometry. The rotary table is used to index the teeth and to rotate the gear as the end mill moves from one flank of the gear to the other.
For the gear milling process it is recommended for the endmill to operate in the vertical plane passing through the axis of the gear to be manufactured (in the case of vertical mills). In the schematic representation of
In order for the endmill to operate in the central plane above the gear axis, the gear is slightly rotated as the end mill sweeps from one flank to the other of the gear (β0: −βgT→βgT of Equation 21). Specifically, for a transversal section given by β0 the gear is rotated with the corresponding gear angle γ0=β0/TR. Equation 21 yields:
The tooth is then given by the collection of points P(α,β
The tooth geometry of the worm and gear presented above is given by the trajectory of the center of the balls. The tooth profile is the shape of the tooth in a section perpendicular to the trajectory. The tooth profile refers to the profile of the worm and the gear, and it is normally selected of the same type for both components. The profile can be either circular or Gothic arch shaped, or presenting a double-circular undercut profile as presented in
The circular profile (
The double-circular profile shown in
The following equations define the double-circular profile:
The contact angle bcA and groove diameter bgD should be adjusted to obtain sufficient clearance bbC under the ball. In addition, for the worm bbC reduces the thickness of the worm under the helix wwT given by Equation 6 (see
The center of the ball on the active path is located at a distance r(β) from the worm axis, which is the radius of the worm helix depending on the worm angle β. This may be calculated using the Z component of the position vector in Equation 17, as:
At the end of the worm helix, the ball is located at r(β
The angle of the recirculation port βp presented in
The hole of the recirculation port starts at the end of the worm helix 1a, has an axis in the transversal plane of the worm, and is internally tangent to the outer surface of the peg 1b.
The path deflection boss 12 (
radius (
where the independent parameter is β: βh→βh+βp for the positive side boss and β: −βh→−(βh+βp) on the other.
The path deflection angle is the only discontinuity on the ball circulation path. This is a very important parameter for the smooth functionality of the transmission. The design should account for obtaining values as close as possible to π.
A small radius rf is used to facilitate the transition of balls from the active path into the recirculation hole, thus smoothing the βd discontinuity. The angle βf (
The recirculation helix of the peg 1b (
For defining the geometry of the peg helix it is convenient to consider a reference frame rotated with 180° around the X axis with respect to the worm coordinate system XWYWZW presented in
The helix of the peg spans for β: −βph→βph. The radius of the helix is constant at
and the X coordinate is given by:
This sinusoidal function creates a smooth transition from the linear ball trajectory of the recirculation hole into the recirculation helix, as represented in
The initial prototype has been manufactured using a three-axes HAAS VF-1 vertical machining center equipped with a fourth rotary axis. The machining program (G code) was been generated on a Pentium based PC by using the Mathematica language (by Wolfram Research)—i.e. the Mathematica code generates the G code.
The overall size of the assembly including the bearings is 54×28×67 mm. The transmission uses 63 spherical balls of 1/16″ (1.5875 mm) diameter to implement a transmission of 72:1 ratio with a 30 mm distance between the axes. The base worm and gear rolling diameters are 12 mm respectively 48 mm. The transmission exhibits no perceptible backlash and minimal friction.
The ball-worm transmission has also been implemented to an RCM (Remote Center of Motion) surgical robot as shown in
In summary, the present invention substitutes rolling friction implemented by spherical balls for the sliding friction of the classic worm transmission to implement rotational transfer. Several major advantages of the ball-worm mechanism as compared to the classic worm result from this reduction of friction forces, as follows.
The ball-worm transmission of the present invention may be constructed with minimal backlash between the worm and the gear. This is impossible to achieve with a classic worm transmission. Depending on the distance between the axes of the worm and gear the classic worm transmission either presents backlash or it is locked by friction. Due to the elimination of sliding friction by the rolling elements, in the case of the ball-worm the balls may be slightly preloaded between the worm and the gear. In the presence of rolling this loading force does not generate large magnitude friction forces. Ball preloading is common in mechanisms such as ball bearings and ball-screws.
The absence of play between input and output shafts of the ball-worm transmission and the uniform transmission ratio of the mechanism render kinematic precision. The output shaft motion is fully defined given the input shaft motion.
The substitution of the high magnitude friction forces with low rolling friction significantly reduces the energy loss in the transmission. Thus the ball-worm transmission achieves a highly efficient mechanism.
The construction of the classic worm and gear requires the use of dissimilar, friction-paired materials such as the steel and bronze alloys. This is required by the sliding friction between the two elements. Commonly, the mechanical strength of one of the friction-paired materials is much lower than the other thus reducing the overall strength of the mechanism and the power capability of the transmission. In the ball-worm transmission of the present invention, by contrast, the requirement for using friction-paired materials is eliminated by the rolling principle. Both the worm and the gear may now be constructed of high strength materials thus increasing power capabilities.
In addition, whereas the classic transmission requires sustained lubrication, the ball-worm transmission may operate with minimal or even without lubrication. This increases the implementation range of the mechanism to applications for which excessive lubrication is undesirable, such as in surgical and food processing systems.
Still further, due to its similar architecture the ball-worm transmission inherits several advantageous characteristics of the classic worm, as follows.
The ball-worm transmission may be configured to render a backdrive or non-backdrive mechanism. Similar to the classic worm mechanism, the mechanism may be designed to be backdrivable by increasing the pith of the worm. The non-backdrivability region, however, is narrower in the case of the ball-worm transmission due to reduced friction. A non-backdrivable ball-worm mechanism presents lower pitch and higher transmission ratio than a similar classic worm.
The ball-worm transmission exhibits high transmission ratios. This characteristic is inherited from the spiral shape used in worm mechanisms.
As in the case of the classic worm, the ball-worm transmission may also be constructed hyperboloidal or cylindrical. The hyperboloidal configuration (described hereinabove) yields increased power capability as well as improved backlash characteristics; however, it requires the worm and the gear to be paired. A certain worm may only engage the gear that it was designed for. By contrast, the cylindrical worm may be used in conjunction with a family of properly matched gears. Nevertheless, this shortcoming of the hyperboloidal ball-worm is a common characteristic of all hyperboloidal worms.
As for ball-screws, a smoother functionality of the mechanism can be achieved by intercalating softer material (plastic, copper) balls between the balls of the transmission. This however reduces the power capability of the mechanism.
In addition, the particular design of the ball recirculation path allows miniaturization. The ball recirculation path is constructed within the worm using a two-part construction. The path deflection element of the ball port is also implemented into the worm. This design creates a short circulation path requiring a reduced number of balls. The ball deflection elements and the recirculation helix also create a smooth circulation path with only two points of small discontinuity in the ball trajectory.
This application claims the benefit of U.S. Provisional Application No. 60/339,247 filed Nov. 13, 2001, the entire contents of which are incorporated herein by reference.
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Number | Date | Country | |
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20030115981 A1 | Jun 2003 | US |
Number | Date | Country | |
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60339247 | Nov 2001 | US |