Roloff/Matek Gl. (23.14)

Worm-gear ratio

For the worm, z₁ is the number of starts, not a circumferential tooth count.

MINTSI
01

Inputs

Speed ratio of worm to wheel.

Number of worm starts.

Tooth count of the mating worm wheel.

02

Result

Select a target and calculate.

Calculation

i = z₂/z₁ = n₁/n₂

For the worm, z₁ is the number of starts, not a circumferential tooth count.

Understand the inputs
  • Ratio iSpeed ratio of worm to wheel.
  • Worm starts z₁Number of worm starts.
  • Worm-wheel teeth z₂Tooth count of the mating worm wheel.
Example

A single-start worm with a 40-tooth wheel gives i=40.

Assumptions and limits

Kinematic ratio without losses; consider direction and shaft arrangement separately.

Technical article

Understand Worm-gear ratio

Worm-drive ratio is a focused preliminary calculation based on Roloff/Matek. The calculator rearranges the closed-form relationship for every included quantity and deliberately separates this result from a complete component verification.

What does this quantity describe?

For worm and wheel, i=n1/n2=z2/z1. For the worm, z1 is its number of starts.

Formula and variables

i = z₂/z₁ = n₁/n₂

  • i = z2 / z1 = n1 / n2
Symbol / inputMeaning
Ratio iSpeed ratio of worm to wheel.
Worm starts z₁Number of worm starts.
Worm-wheel teeth z₂Tooth count of the mating worm wheel.

Choose the inputs correctly

z1 is the number of worm starts, z2 the wheel tooth count and i the kinematic speed ratio.

How to use the calculator

Select the target, enter all remaining quantities for the actual component, and verify the units. Then compare the result with the stated model limits and with the required strength, safety and operating checks.

Worked example

A single-start worm and 40 wheel teeth give i=40.

Understand the result and units

More starts increase output speed for a given wheel. Efficiency and torque do not follow from ratio alone.

The calculator converts internally to coherent SI units. Length, force, torque, stress and angle may therefore use the offered units; dimensionless factors are entered as decimals.

What is taken from Roloff/Matek

Only the closed-form relationship from Kapitel 23.2.2, Gleichung (23.14) is used. Tabulated data, material limits and detailed design checks are not silently added; they remain explicit inputs or are expressly outside the model.

Typical applications

Worm-drive ratio supports option comparison, plausibility checks and early sizing within its machine-element cluster. Releasing a design requires the additional checks described in the cited chapter.

Assumptions, limits and common mistakes

Pure kinematics without losses, strength, geometry or self-locking; assess these separately in the worm-drive cluster.

Common mistake: Typical errors are misreading the effective length or force, entering percentages instead of decimals, and treating a preliminary result as a complete verification. In particular: Pure kinematics without losses, strength, geometry or self-locking; assess these separately in the worm-drive cluster.

Frequently asked questions

Is Worm-drive ratio a complete strength verification?

No. Pure kinematics without losses, strength, geometry or self-locking; assess these separately in the worm-drive cluster.

Where do the equation and validity limits come from?

Roloff/Matek, Machine Elements, Kapitel 23.2.2, Gleichung (23.14); the local 21st edition was cross-checked against the available 24th edition.

Can I order the calculated value directly as a nominal size?

Only after matching it to available standard or manufacturer series and completing the additional safety, material and operating checks.

Sources, method and review

  • Roloff/Matek, Maschinenelemente, 21. Auflage, Kapitel 23.2.2, Gleichung (23.14) (lokale PDF 978-3-658-02327-0)
  • Roloff/Matek, Maschinenelemente, 24. Auflage, Kapitel 23.2.2, Gleichung (23.14) (lokale PDF 978-3-658-26280-8)

Our method, source hierarchy and automated checks are documented on the methodology page. Read the methodology

Responsible
NormCalc-Redaktion
Last updated
2026-09-09