Varying installation requirements for worm gears, as, for example, when used in modular gear systems, can necessitate grease lubrication - especially when adequate sealing for oil lubrication would be too complex. Such worm gears are being increasingly used in outside applications such as solar power plants and slew drives. While knowledge about the operating conditions is often appropriate, the basic understanding for load capacity and efficiency under grease lubrication is quite poor. Investigations done at FZG and sponsored by FVA/AiF are shown here to give an impression of the basic factors of load capacity and efficiency. The results of the investigation indicate a satisfying quality of calculations on heat, load capacity and efficiency based on characteristic parameters of the base oil with only slight modifications to the methodology known from DIN 3996 or ISO TR 14521.
