This paper presents an investigation to find out how lubrication parameters affect lubrication characteristics of gear transmission systems for the purpose to acquire enhanced lubrication performance for such systems through design optimization. A novel high precision roller enveloping reducer is selected, and effects of key parameters on its lubrication performance were thoroughly studied. The key parameters include oil viscosity, immersion depth, rotation speed of the worm gear, worm arrangement, and volume of oil recess. Taguchi method was then applied to optimize those parameters to achieve an enhanced lubrication performance in the roller enveloping reducer. The research approach employed for this study can be described as follows: at first, a numerical simulation study was performed and simulation results were validated using experimental data; next, design domains for the key parameters were created over a wide range of values, and the design of experiments (DOE) method was applied to determine how the parametric values affect the lubrication characteristics via numerical calculations; afterwards, analysis of variance (ANOVA) was performed to determine the parametric values that would lead to the optimal lubrication performance. Our results showed that the novel roller enveloping reducer can provide desirable lubrication and meshing performance by applying the optimal parametric values. In our study, the lubrication performance is indicated in terms of churning losses and number of lubrication particles. Effects of the key parameter on them are discussed in this paper. This study presents a design method for screening the optimal parameters for best lubrication performance of gear systems. The employed research approach can be applied for lubrication design of other transmission systems.

本文提出了一项调查，以找出润滑参数如何影响齿轮传动系统的润滑特性，以期通过设计优化来获得此类系统的增强润滑性能。选择了一种新型的高精度滚子包络减速器，并对关键参数对其润滑性能的影响进行了深入研究。关键参数包括机油粘度，浸入深度，蜗轮蜗杆的转速，蜗杆的布置以及油腔的容积。然后，使用Taguchi方法优化这些参数，以在滚子式减速器中实现增强的润滑性能。这项研究采用的研究方法可以描述如下：首先，进行了数值模拟研究，并使用实验数据验证了模拟结果；接下来，在广泛的数值范围内创建关键参数的设计域，并应用实验设计（DOE）方法通过数值计算来确定参数值如何影响润滑特性；之后，进行方差分析（ANOVA）以确定可导致最佳润滑性能的参数值。我们的结果表明，通过应用最佳参数值，新型的辊套减速机可以提供理想的润滑和啮合性能。在我们的研究中，润滑性能以搅拌损失和润滑颗粒的数量表示。本文讨论了关键参数对其的影响。这项研究提出了一种设计方法，用于筛选齿轮系统最佳润滑性能的最佳参数。所采用的研究方法可以应用于其他传动系统的润滑设计。