Based on the fixed-end beam calculation. Includes the majority of effects.
Safety factor of contact fatigue
 
where:
| σ Hlim | contact fatigue limit (material value) | |
| F t | tangential force acting at teeth | |
| b w | operating facewidth | 
Safety factor of bending fatigue
 
where:
| σ Flim | bending fatigue limit (material value) | 
Increase of Temperature Check
Safety against overheating: Q od ≥ P z
where:
| Q od = ϑ D A k | heat conducted away in oil | |
| ϑ D = t max - t 0 = 60o | available temperature drop | |
| A | gearbox surface, which conducts away the heat, A ≈ 9 . 10 -5 a 1.85 for well ribbed gearbox | |
| k | transfer of heat factor, k ≈ 6.6.10 -3 (1 + 0.4n 1 0.75 ) for the gearbox with fan and bottom worm | 
Deflection Check of Worm Shaft
Resultant deflection if the worm is symmetrically mounted and has the length l = 2.5 b 1 :
 
where:
| 
 | moment of inertia | |
| Allowable deflection: | ||
| y D ≈ 0.004m | shaft with hardened worm | |
| y D ≈ 0.01m | shaft with heat-treated worm | 
Factor calculations
Z N ... service life (for contact)
 
1 ≤ ZN ≤ 1.8
Y N ... service life (for bending)
 
1 ≤ ZN ≤ 1.85
N Hlim , N Flim ... base number of load cycles (material value)
N K1,2 ... required number of load cycles (speed)
N K2 = 60 L h n 2
Z L ... lubricant
Z v ... circumferential speed
Z E ... material mechanical properties
 
where:
| μ | Poisson's ratio (material value) | |
| E | modulus of elasticity (material value) | 
Z H ... mating teeth shape
 
Z ε ... length of contact curves
 
Y ε ... profile mesh effect
| for ε β < 1: | 
 | 
| for ε β ≥ 1: | 
 | 
Y β ... helix direction
 
where:
| Y β min = 1 - 0.25 ε β ≥ 0.75 | 
Y F ... tooth shape (table value)
| Z V | Y F | 
| 20 | 1.98 | 
| 22 | 1.93 | 
| 25 | 1.95 | 
| 27 | 1.8 | 
| 30 | 1.76 | 
| 33 | 1.7 | 
| 36 | 1.62 | 
| 40 | 1.55 | 
| 45 | 1.48 | 
| 50 | 1.45 | 
| 60 | 1.4 | 
| 80 | 1.34 | 
| 100 | 1.3 | 
| 150 | 1.27 | 
| 300 | 1.24 | 
K H ... additional loads (for contact)
K H = K A K Hv K Hβ K Hα
K F ... additional loads (for bending)
K F = K A K Fv K Fβ K Fα
K A ... outside dynamic forces
where:
| K Hv = K Fv | table values | |
| 
 | portion of single tooth loading | |
| 
 | loading non uniform teeth along the width (for contact) | |
| Θ | worm deformation (table value) | |
| 
 | loading non uniform teeth along the width (for bending) | |
| 
 | ||
| h = 2 m |