Standard planetary roller screw pair automatic assembling method and system based on SolidWorks secondary development

Through the API function written by SolidWorks secondary development, the automatic assembly of the planetary roller screw pair is realized, which solves the problems of low efficiency and error prone in the existing technology, and realizes an efficient and general automatic assembly method, which is suitable for the rapid and precise assembly of complex components.

CN120541986AActive Publication Date: 2025-08-26NANJING UNIV OF SCI & TECH

Patent Information

Application Number
CN202510607427.6
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2025-05-13
Publication Date
2025-08-26
Estimated Expiration
2045-05-13

AI Technical Summary

Technical Problem

In the prior art, the automatic assembly of planetary roller screw pairs lacks a complete solution of integrated part feature recognition, automatic definition of coordination relationships and user interaction drive, resulting in low efficiency and error proneness. The traditional methods and procedures are complex and not universal enough.

Method used

Through secondary development based on SolidWorks, programs are written using API functions to realize automatic assembly of parts, including creating new assembly files, importing parts, obtaining assembly features, adding coordination relationships and parameterizing driver assembly. The user interface inputs assembly parameters and part file paths are used to drive SolidWorks to automatically perform assembly.

Benefits of technology

It realizes efficient and general automatic assembly of planetary roller screw pairs, simplifies program logic, improves operating efficiency, reduces error rates, and is suitable for rapid and precise assembly of complex components.

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Abstract

The invention discloses an automatic assembling method and system for a standard planetary roller lead screw pair based on SolidWorks secondary development, and relates to the technical field of automatic assembling of mechanical parts. Comprising the steps of newly creating an assembly file; the parts are guided in; assembling characteristics are obtained; adding a matching relationship; parameterized driving assembly is carried out; and assembling is completed. According to the method, by extracting assembly features (such as a reference surface and a reference axis) in a part model and using an API function command to write a program (such as AddCompent5 and AddMate5), automatic import, feature matching and matching relation adding of parts are achieved, and the problem of complexity of multi-roller thread meshing assembly is solved.
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Description

Technical Field

[0001] The present invention relates to the technical field of automated assembly of mechanical parts, and more particularly to an automated assembly method and system for a standard planetary roller screw pair based on secondary development of SolidWorks. Background Art

[0002] As a high-precision transmission component, the planetary roller screw pair consists of multiple parts such as the screw, nut, roller, and cage. Traditional manual assembly relies on manual adjustment of the matching relationship, which has problems such as low efficiency, easy errors, and repetitive labor.

[0003] Among existing automatic assembly methods, assembly based on coordinate transformation requires the calculation of complex spatial matrices, which is cumbersome and inefficient. However, feature-based assembly methods can simplify assembly logic and improve versatility by identifying pre-defined geometric features such as reference planes and reference axes of parts.

[0004] Currently, there is a lack of a complete solution for the automated assembly of planetary roller screw pairs that integrates part feature recognition, automatic definition of fitting relationships, and user-interactive driving. Therefore, there is an urgent need to develop an efficient and universal parametric assembly method to achieve automation and intelligent assembly process.

[0005] Therefore, it is an urgent problem for those skilled in the art to propose a standard planetary roller screw pair automatic assembly method and system based on SolidWorks secondary development to solve the difficulties existing in the prior art. Summary of the Invention

[0006] In view of this, the present invention provides a standard planetary roller screw pair automatic assembly method and system based on the secondary development of SolidWorks, which is realized by secondary development of SolidWorks through VB6.0 software, and uses SolidWorks API functions to write corresponding secondary development programs to realize automatic assembly of parts, solving the problems of low efficiency of manual assembly and complex procedures of traditional methods.

[0007] In order to achieve the above object, the present invention provides the following technical solutions:

[0008] A standard planetary roller screw pair automatic assembly method based on SolidWorks secondary development includes the following steps:

[0009] S1. Create a new assembly file: Create a blank assembly file through the SolidWorks API function and obtain the assembly object;

[0010] S2. Import components: Use the OpenDoc6 function to open the components to be assembled and load them into memory. Use the AddComponent5 function to insert the components into the assembly file. After completion, release the component memory.

[0011] S3. Get assembly features: Based on the predefined assembly features of the part, select the corresponding features in the assembly through the SelectByID2 function;

[0012] S4. Adding mate relationships: Based on the threaded meshing transmission requirements of the planetary roller screw pair, the AddMate5 function is used to add coincidence, coaxiality, and distance mate types to the selected assembly features to achieve threaded meshing assembly between parts.

[0013] S5. Parametric driven assembly: input assembly parameters and part file path in the user interface;

[0014] S6. Complete assembly: The program drives SolidWorks to automatically complete the assembly.

[0015] Optionally, the SolidWorks API functions in S1 include: ActivateDoc3 and CloseDoc; ActivateDoc3 is used to activate the target part, and CloseDoc is used to close the loaded part file.

[0016] Optionally, predefined assembly features in S3 include: point, line, and surface geometric elements created when part modeling, which are used to identify the fitting relationship between parts.

[0017] Optionally, the fit type in S4 is defined by parameter values, including: coincidence, coaxial, distance, and angle, and thread engagement is achieved by matching the geometric relationships of assembly features.

[0018] Optionally, the user interface integrates a path selection function, which supports selecting the save path of the part 3D model through a button and displays it in a text box.

[0019] Optionally, the assembly parameters in S5 include: module, number of roller teeth, pitch, roller pitch diameter, nut pitch diameter, and number of rollers.

[0020] A standard planetary roller screw pair automatic assembly system based on SolidWorks secondary development, which implements any of the above-mentioned standard planetary roller screw pair automatic assembly methods based on SolidWorks secondary development, including a file operation module, a part import module, a feature recognition module, a matching addition module, a user interaction module, and a matching completion module connected in sequence; wherein,

[0021] File operation module: Create a blank assembly file through the SolidWorks API function Newassembly() and obtain the assembly object;

[0022] Import Parts Module: Use the OpenDoc6 function to open the part to be assembled and load it into memory. Use the AddComponent5 function to insert the part into the assembly file. After completion, release the part memory.

[0023] Feature recognition module: Based on the predefined assembly features of the parts, the corresponding features are selected in the assembly through the SelectByID2 function;

[0024] Match Add Module: Based on the threaded meshing transmission requirements of the planetary roller screw pair, the AddMate5 function is used to add coincidence, coaxiality, and distance match types to the selected assembly features to achieve threaded meshing assembly between parts.

[0025] User interaction module: input assembly parameters and part file paths in the user interface;

[0026] Complete matching module: The program drives SolidWorks to automatically complete the assembly.

[0027] Optionally, the matching adding module realizes automatic assembly of the threaded meshing transmission structure through coaxial and coincident matching of the reference axis and the reference surface according to the assembly of the roller and the nut.

[0028] Optionally, the user interaction module interface displays a part file path input box, supports manual input or folder selection functions, and is associated with the loading of components of the SolidWorks assembly.

[0029] It can be seen from the above technical solution that, compared with the prior art, the present invention discloses a method and system for automatically assembling a standard planetary roller screw pair based on secondary development of SolidWorks, which has the following beneficial effects:

[0030] 1) By extracting assembly features (such as datum planes and datum axes) from the part model and using API function commands to write programs (such as AddComponent5 and AddMate5), the automatic import of parts, feature matching, and addition of mating relationships are achieved, solving the complex assembly problem of multi-roller thread engagement.

[0031] 2) The system integrates assembly parameter input and part path selection through the user interface, driving Solidworks to complete assembly generation, significantly simplifying program logic and improving operational efficiency;

[0032] 3) A universal method driven by assembly features is adopted to replace the traditional coordinate transformation scheme, effectively reducing the amount of calculation. It is suitable for the rapid and precise assembly of complex components such as planetary roller screw pairs, and has the advantages of high versatility, high efficiency and low error rate. BRIEF DESCRIPTION OF THE DRAWINGS

[0033] In order to more clearly illustrate the embodiments of the present invention or the technical solutions in the prior art, the following briefly introduces the drawings required for use in the embodiments or the description of the prior art. Obviously, the drawings described below are merely embodiments of the present invention. For ordinary technicians in this field, other drawings can be obtained based on the provided drawings without paying any creative work.

[0034] Figure 1 A flowchart of a method for automatically assembling a standard planetary roller screw pair based on secondary development of SolidWorks provided by the present invention;

[0035] Figure 2 A three-dimensional schematic diagram of the surface contact fit between the roller and the nut end face provided by the present invention;

[0036] Figure 3 A three-dimensional schematic diagram of the point contact cooperation between the roller and the nut provided by the present invention;

[0037] Figure 4 This is a diagram showing the effect of adding the assembly features of the roller and nut provided by the present invention to achieve threaded assembly;

[0038] Figure 5 This is a user interface diagram of the parts automatic assembly module provided by the present invention;

[0039] Figure 6 The assembled planetary roller screw assembly provided by the present invention shows a complete structural diagram formed by automatic assembly of various parts. DETAILED DESCRIPTION

[0040] The following will clearly and completely describe the technical solutions in the embodiments of the present invention in conjunction with the accompanying drawings. Obviously, the described embodiments are only part of the embodiments of the present invention, not all of the embodiments. Based on the embodiments of the present invention, all other embodiments obtained by ordinary technicians in this field without making creative efforts are within the scope of protection of the present invention.

[0041] See also Figure 1 As shown, the present invention discloses a standard planetary roller screw pair automatic assembly method based on SolidWorks secondary development, comprising the following steps:

[0042] S1. Create a new assembly file: Create a blank assembly file through the SolidWorks API function and obtain the assembly object;

[0043] Specifically, a blank assembly file is created through the SolidWorks API function Newassembly() to obtain the assembly object.

[0044] Specifically, the procedure for creating a new assembly file is as follows:

[0045] Dim nassembly As Object

[0046] Set nassembly = swApp.Newassembly() / / Create a new assembly file

[0047] This program creates a new Solidworks assembly file. Newassembly() is used to create a new blank assembly file. Using this program will return a new assembly object.

[0048] S2. Import components: Use the OpenDoc6 function to open the components to be assembled and load them into memory. Use the AddComponent5 function to insert the components into the assembly file. After completion, release the component memory.

[0049] Specifically, the program format for importing parts is as follows:

[0050] Set tmpObj = swApp.OpenDoc6(Part1Path, 1, 0,"", longstatus, longwarnings) / / Open the part

[0051] Set nassembly = swApp.ActivateDoc3 (AssemblyTitle, True, 0, errors) / / Activate the part

[0052] Dim swInsertedComponent As Object

[0053] SetswInsertedComponent = nassembly.AddComponent5(Part1Path,0,"",False,"",0,0,0) / / Import the required parts

[0054] swApp.CloseDoc Part1Path / / Close the open part

[0055] Part1Path is the file path where the roller or nut is saved and imported into a blank assembly file. This program first opens the part in SolidWorks, activates it, then imports the activated part into the blank assembly file, and then closes the open part after the import is complete.

[0056] S3. Get assembly features: Based on the predefined assembly features of the part, select the corresponding features in the assembly through the SelectByID2 function;

[0057] Specifically, the format of the feature selection program is as follows:

[0058] boolstatus = nassembly.Extension.SelectByID2("X","PLANE",0,0,0,False,0,Nothing,0) / / Get the reference plane

[0059] boolstatus = nassembly.Extension.SelectByID2("X","AXIS",0,0,0,False,0,Nothing,0) / / Get the reference axis

[0060] This program implements the selection of part datum planes and datum axes in the assembly file for subsequent assembly. X can represent the points, lines, and surfaces created during the modeling of the roller and nut. The relationship between points, lines, and surfaces can be found in Figure 2 、 Figure 3 shown.

[0061] S4. Adding mate relationships: Based on the threaded meshing transmission requirements of the planetary roller screw pair, the AddMate5 function is used to add coincidence, coaxiality, and distance mate types to the selected assembly features to achieve threaded meshing assembly between parts.

[0062] Specifically, the program format for adding coordination is as follows:

[0063] SetmyMate=nassembly.AddMate5(Matetype,0,False,X1,0,0,0,0,0,0,0,False,False,0,longstatus)

[0064] In the program, Matetype indicates the type of fit that needs to be added during assembly, and its corresponding values ​​are shown in Table 1.

[0065] Table 1Matetype matching type parameter values

[0066]

[0067]

[0068] By adding the matching program, the assembly features of the roller and nut are added to match and the thread assembly is realized. After the program is run, Figure 4 shown.

[0069] S5. Parametric driven assembly: input assembly parameters and part file path in the user interface;

[0070] S6. Complete assembly: The program drives SolidWorks to automatically complete the assembly.

[0071] Specifically, after the parts automatic assembly program is completed, a new form is created in the VB6.0 software and functional controls are added. The user interface of the parts automatic assembly module is as follows: Figure 5 As shown, the assembled planetary roller screw assembly is as follows Figure 6 shown.

[0072] Furthermore, the SolidWorks API functions in S1 include: ActivateDoc3 and CloseDoc; wherein, ActivateDoc3 is used to activate the target part, and CloseDoc is used to close the loaded part file.

[0073] Furthermore, the predefined assembly features in S3 include: point, line, and surface geometric elements created when part modeling, which are used to identify the fitting relationship between parts.

[0074] Furthermore, the fit type in S4 is defined by parameter values, including: coincidence, coaxiality, distance, and angle, and thread engagement is achieved by matching the geometric relationships of assembly features.

[0075] Furthermore, the user interface integrates a path selection function, which supports selecting the save path of the part 3D model through a button and displays it in a text box.

[0076] Furthermore, the assembly parameters in S5 include: module, number of roller teeth, pitch, roller pitch diameter, nut pitch diameter, and number of rollers.

[0077] and Figure 1 Corresponding to the method described above, the present invention also provides a standard planetary roller screw pair automatic assembly system based on SolidWorks secondary development, which is used for Figure 1 The specific implementation of the method includes a file operation module, a part import module, a feature recognition module, a matching addition module, a user interaction module and a matching completion module connected in sequence; wherein,

[0078] File operation module: Create a blank assembly file through the SolidWorks API function Newassembly() and obtain the assembly object;

[0079] Import Parts Module: Use the OpenDoc6 function to open the part to be assembled and load it into memory. Use the AddComponent5 function to insert the part into the assembly file. After completion, release the part memory.

[0080] Feature recognition module: Based on the predefined assembly features of the parts, the corresponding features are selected in the assembly through the SelectByID2 function;

[0081] Match Add Module: Based on the threaded meshing transmission requirements of the planetary roller screw pair, the AddMate5 function is used to add coincidence, coaxiality, and distance match types to the selected assembly features to achieve threaded meshing assembly between parts.

[0082] User interaction module: input assembly parameters and part file paths in the user interface;

[0083] Complete matching module: The program drives SolidWorks to automatically complete the assembly.

[0084] Furthermore, the matching adding module realizes the automatic assembly of the threaded meshing transmission structure through the coaxial and overlapping matching of the reference axis and the reference surface according to the assembly of the roller and the nut.

[0085] Furthermore, the user interaction module interface displays a part file path input box, supports manual input or folder selection functions, and is associated with the loading of parts of the SolidWorks assembly.

[0086] The various embodiments in this specification are described in a progressive manner, with each embodiment focusing on the differences from other embodiments. Reference can be made to the common and similar parts between the various embodiments. For the systems disclosed in the embodiments, since they correspond to the methods disclosed in the embodiments, the description is relatively simple, and the relevant parts can be referred to the method description.

[0087] The above description of the disclosed embodiments is intended to enable one skilled in the art to implement or use the present invention. Various modifications to these embodiments will be readily apparent to one skilled in the art, and the general principles defined herein may be implemented in other embodiments without departing from the spirit or scope of the present invention. Therefore, the present invention is not limited to the embodiments shown herein but is intended to conform to the widest scope consistent with the principles and novel features disclosed herein.

Claims

1. A standard planetary roller screw pair automatic assembly method based on SolidWorks secondary development, characterized in that: The following steps are involved: S1. Create a new assembly file: Create a blank assembly file through the SolidWorks API function and obtain the assembly object; S2. Import components: Use the OpenDoc6 function to open the components to be assembled and load them into memory. Use the AddComponent5 function to insert the components into the assembly file. After completion, release the component memory. S3. Get assembly features: Based on the predefined assembly features of the part, select the corresponding features in the assembly through the SelectByID2 function; S4. Adding mate relationships: Based on the threaded meshing transmission requirements of the planetary roller screw pair, the AddMate5 function is used to add coincidence, coaxiality, and distance mate types to the selected assembly features to achieve threaded meshing assembly between parts. S5. Parametric driven assembly: input assembly parameters and part file path in the user interface; S6. Complete assembly: The program drives SolidWorks to automatically complete the assembly.

2. The method for automatically assembling a standard planetary roller screw pair based on the secondary development of SolidWorks according to claim 1, characterized in that: The SolidWorks API functions in S1 include: ActivateDoc3 and CloseDoc; ActivateDoc3 is used to activate the target part, and CloseDoc is used to close the loaded part file.

3. The method for automatically assembling a standard planetary roller screw pair based on SolidWorks secondary development according to claim 1, characterized in that: The predefined assembly features in S3 include: point, line, and surface geometric elements created when part modeling, which are used to identify the fitting relationship between parts.

4. The method for automatically assembling a standard planetary roller screw pair based on SolidWorks secondary development according to claim 1, characterized in that: In S4, the fit type is defined by parameter values, including: coincidence, coaxiality, distance, and angle, and thread engagement is achieved by matching the geometric relationships of assembly features.

5. The method for automatically assembling a standard planetary roller screw pair based on SolidWorks secondary development according to claim 1, characterized in that: The user interface integrates a path selection function, which supports selecting the save path of the part 3D model through a button and displays it in a text box.

6. The method for automatically assembling a standard planetary roller screw pair based on SolidWorks secondary development according to claim 1, characterized in that: The assembly parameters in S5 include: module, number of roller teeth, pitch, roller mean diameter, nut mean diameter, and number of rollers.

7. A standard planetary roller screw pair automatic assembly system based on SolidWorks secondary development, characterized in that: A method for automatically assembling a standard planetary roller screw pair based on SolidWorks secondary development as described in any one of claims 1 to 6 includes a file operation module, a part import module, a feature recognition module, a matching addition module, a user interaction module, and a matching completion module connected in sequence; wherein, File operation module: Create a blank assembly file through the SolidWorks API function Newassembly() and obtain the assembly object; Import Parts Module: Use the OpenDoc6 function to open the part to be assembled and load it into memory. Use the AddComponent5 function to insert the part into the assembly file. After completion, release the part memory. Feature recognition module: Based on the predefined assembly features of the parts, the corresponding features are selected in the assembly through the SelectByID2 function; Match Add Module: Based on the threaded meshing transmission requirements of the planetary roller screw pair, the AddMate5 function is used to add coincidence, coaxiality, and distance match types to the selected assembly features to achieve threaded meshing assembly between parts. User interaction module: input assembly parameters and part file paths in the user interface; Complete matching module: The program drives SolidWorks to automatically complete the assembly.

8. The standard planetary roller screw pair automatic assembly system based on SolidWorks secondary development according to claim 7 is characterized in that: The matching adding module realizes the automatic assembly of the threaded meshing transmission structure through the coaxial and coincident matching of the reference axis and the reference surface according to the assembly of the roller and the nut.

9. The standard planetary roller screw pair automatic assembly system based on SolidWorks secondary development according to claim 7, characterized in that: The user interaction module interface displays a part file path input box, supports manual input or folder selection, and is associated with the loading of components of the SolidWorks assembly.

Citation Information

Patent Citations

  • Network-based automatic assembly and three-dimensional interaction method and system

    CN107357952A

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