Design and Application of a Novel Marine Worm Gear Self-Locking Mechanism

Marine anchoring systems require robust self-locking mechanisms to ensure vessel stability during anchorage. This paper introduces an innovative worm gear self-locking device optimized for ship anchor winches, addressing torque limitations and reliability challenges in conventional designs.

1. Fundamentals of Worm Gear Self-Locking

The self-locking capability of worm gears arises from the friction-dependent relationship between the lead angle (φ) and equivalent friction angle (ρ):

$$ \phi < \rho $$

For marine applications, the critical lead angles vary with material pairings:

Friction Coefficient (μ) Maximum Lead Angle
0.6 3°29’11”
0.7 4°03’57”
0.8 4°38’39”

2. Enhanced Dual-Worm Gear Architecture

The proposed system features dual worm gears with synchronized PLC control, achieving 80:1 speed reduction and 30:1 emergency locking ratios. Key torque parameters are calculated as:

$$ T_2 = T_1 \times \eta \times i_{12} $$

Where:

  • $T_1$ = Input torque (55,110 N·mm)
  • η = Transmission efficiency (0.65)
  • $i_{12}$ = Gear ratio (50)

Material selection critically impacts worm gear performance:

Component Material Treatment Hardness
Worm 20Cr Steel Surface Hardening 58-63 HRC
Worm Gear ZCuSn5Pb5Zn5 Sand Casting HB 90-120

3. Dynamic Lubrication Management

The PLC-controlled oil injection system maintains optimal lubrication conditions through:

$$ Q = \frac{\pi d^3 \Delta P}{12\mu L} $$

Where:

  • Q = Oil flow rate
  • d = Nozzle diameter
  • ΔP = Pressure differential
  • μ = Dynamic viscosity
  • L = Flow path length

4. Motor Power Optimization

Motor selection follows power transmission requirements:

$$ P = \frac{n_1 \times T_1}{9550} $$

For AM3-24 anchor chains (332 kN breaking load), calculations yield:

Parameter Value
Input Speed (n₁) 970 rpm
Output Torque (T₂) 1,791,075 N·mm
Motor Power 7.5 kW

5. Multi-Sensor Feedback System

The integrated monitoring system employs:

  • Position sensors: ±0.5° angular resolution
  • Torque transducers: 1.2% FS accuracy
  • Oil quality monitors: 5 μm particle detection

Signal processing utilizes adaptive filtering algorithms:

$$ SNR_{out} = \frac{P_{signal}}{P_{noise}} \times \frac{T_{int}}{T_{sample}} $$

6. Performance Validation

Rigorous testing demonstrated:

  • 98.7% successful locking actions in sea trials
  • 0.23 mm average chain slippage
  • 1,200+ hour MTBF

This worm gear solution significantly improves marine safety through enhanced self-locking reliability and precise anchor chain management. Future developments will focus on predictive maintenance algorithms and composite material applications for increased corrosion resistance.

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