Due to the involute worm and helical gear drive is different from the parallel shaft helical gear drive and the worm drive, the plane meshing theory and the space enveloping principle cannot be directly applied for this worm drive when the meshing analysis is performed, there has been no good analysis method to accurately calculate the meshing situation. To satisfy the increasing requirements of low-noise and long-lifetime in the service robots and the modern intelligent house systems, especially the intelligent shading system in the modern intelligent house system, a novel meshing performance analysis method is proposed for the involute worm and helical gear drive based on the counterpart rack. By calculating the contact line between the counterpart rack and helical gear and the contact line between the counterpart rack and involute worm, we can get the contact point of involute worm and helical gear finally. This novel meshing performance analysis makes it possible to use the plane meshing theory and the space enveloping principle to analyze involute worm and helical gear drive. The meshing relationship between the involute worm and the counterpart rack, as well as the counterpart rack and the helical gear are presented, and the computational model of contact ratio and contact ellipse are obtained through the counterpart rack. The mathematic model for the instantaneous contact point and contacts trace of the worm drive with different assembly errors is established, and the meshing performances are investigated through the numerical analysis, simulation analysis and performance testing. The results show that this worm drive is insensitively to the assembly errors, and it is beneficial for reducing the vibration-noise and extending the service life. This theoretical research provides theoretical support for further optimizing the vibration and noise of involute worm and helical gear drive and improving the fatigue life.

由于渐开线蜗杆和斜齿轮传动与平行轴斜齿轮传动和蜗杆传动不同，在进行啮合分析时，平面啮合理论和空间包络原理不能直接应用于这种蜗杆传动。没有好的分析方法来准确计算啮合情况。为满足服务机器人和现代智能家居系统，特别是现代智能家居系统中的智能遮阳系统对低噪声、长寿命日益增长的要求，提出了一种新的渐开线蜗杆和螺旋线的啮合性能分析方法。基于配对齿条的齿轮传动。通过计算配对齿条与斜齿轮的接触线以及配对齿条与渐开线蜗杆的接触线，我们最终可以得到渐开线蜗杆和斜齿轮的接触点。这种新颖的啮合性能分析使得使用平面啮合理论和空间包络原理来分析渐开线蜗杆和斜齿轮传动成为可能。给出了渐开线蜗杆与配对齿条以及配对齿条与斜齿轮的啮合关系，并通过配对齿条得到了接触比和接触椭圆的计算模型。建立了具有不同装配误差的蜗杆传动瞬时接触点和接触轨迹的数学模型，并通过数值分析、仿真分析和性能测试研究了啮合性能。结果表明，该蜗杆传动对装配误差不敏感，有利于降低振动噪声，延长使用寿命。该理论研究为进一步优化渐开线蜗杆和斜齿轮传动的振动和噪声，提高疲劳寿命提供了理论支持。