A heavy load planetary roller screw pair transmission efficiency measuring device and measuring method
By designing a heavy-duty planetary roller screw transmission efficiency measurement device, the problem of large transmission efficiency measurement error was solved, and high-precision transmission efficiency testing was achieved, especially under heavy load conditions.
Patent Information
- Authority / Receiving Office
- CN · China
- Patent Type
- Patents(China)
- Current Assignee / Owner
- Filing Date
- 2023-06-24
- Publication Date
- 2026-03-24
AI Technical Summary
Existing technologies make it difficult to accurately measure the transmission efficiency of planetary roller screws, especially under heavy load conditions where measurement errors are large, affecting their performance evaluation and optimization.
A heavy-duty planetary roller screw transmission efficiency measurement device was designed, including a drive motor assembly, bearing support, roller screw module to be measured, guide rail slider assembly, loading fixture, hydraulic loading assembly, device platform, torque sensor, tension and compression sensor, linear grating displacement sensor, etc. It adopts modular design and servo motor drive to reduce measurement errors.
It improves the accuracy and reliability of transmission efficiency measurement, can accurately measure the friction loss of rolling bearings and sliding bearings, and reduces the impact of drive motor vibration on the measurement results.
Smart Images

Figure CN116793670B_ABST
Abstract
Description
Technical Field
[0001] This invention relates to the field of mechanical device performance testing technology, specifically to a heavy-duty planetary roller screw transmission efficiency measuring device and method. Background Technology
[0002] Planetary roller screws are common transmission components widely used in industrial machinery. They offer advantages such as high transmission efficiency, high precision, and low backlash, making them widely applicable in CNC machine tools, automated equipment, and aerospace. However, their transmission efficiency often varies significantly and is difficult to measure accurately. Measuring and analyzing transmission efficiency allows for the evaluation of planetary roller screw performance, guiding structural design and process improvements to enhance transmission efficiency and service life. Currently, transmission efficiency testing methods primarily include theoretical analysis, simulation, and experimental testing. Experimental testing is the most direct and accurate method, providing the actual transmission efficiency of the planetary roller screw; however, it is challenging due to the need to consider various factors, such as the testing environment, measuring instruments, and data processing. Therefore, research and exploration into planetary roller screw transmission efficiency testing are of great significance, providing a scientific basis for the application and optimization of planetary roller screws. Summary of the Invention
[0003] To address the aforementioned shortcomings and needs, this invention proposes a device and method for measuring the transmission efficiency of heavy-duty planetary ball screw pairs. Its purpose is to achieve efficient measurement of heavy-duty planetary ball screw transmissions and reduce measurement errors.
[0004] A heavy-duty planetary roller screw transmission efficiency measuring device includes a drive motor assembly, a bearing support, a roller screw module to be tested, a guide rail slider assembly, a loading fixture, a hydraulic loading assembly, a device platform, a torque sensor, a tension / compression sensor, a linear grating displacement sensor, and a bearing friction loss testing module.
[0005] The drive motor assembly is arranged on the side of the device platform, and the motor output shaft is mounted on the same axis as the torque sensor through a flexible coupling.
[0006] The bearing support is fixed on the device platform, the ball screw module to be tested is fixed on the bearing support, and the input end of the ball screw is connected to the torque sensor through a rigid coupling.
[0007] The bearing friction loss test module can replace the roller screw module to be tested and be installed on the bearing housing.
[0008] The guide rail slider assembly is fixed on the device platform, and the slider is fixed to the bottom of the loading fixture (5) for connection with the hydraulic loading assembly.
[0009] The hydraulic loading assembly is mounted on the device platform, and the output end of the hydraulic cylinder is connected to the loading fixture via a spherical bearing.
[0010] One end of the torque sensor is connected to the output shaft of the lead screw drive motor via a flexible coupling, and the other end is connected to the input end of the lead screw via a rigid coupling.
[0011] The tension / compression sensor is fixed to the loading fixture and installed on the same axis as the lead screw.
[0012] The linear grating displacement sensor is mounted on a vertical mounting surface of the device platform, parallel to the guide rail, and the reading head is mounted below the loading fixture via a connector.
[0013] 2. The heavy-duty planetary roller screw transmission efficiency measuring device and method according to claim 1, characterized in that the drive motor assembly includes a lifting platform, guided by a combination of guide rails and a screw arranged vertically, and driven by a servo motor. The screw drive motor is fixed to the lifting platform via a motor support.
[0014] 3. The heavy-duty planetary roller screw transmission efficiency measuring device and method according to claim 1, characterized in that the loading fixture includes a force transmission rod and a loading support. The force transmission rod adopts a double-hinge structure to release the off-center load.
[0015] 4. The heavy-duty planetary roller screw transmission efficiency measuring device and method according to claim 1, characterized in that the hydraulic loading component is driven by a double hydraulic cylinder, and the hydraulic cylinder output rod is connected to the loading support through a spherical bearing.
[0016] 5. The heavy-duty planetary roller screw transmission efficiency measuring device and method according to claim 1, characterized in that the bearing friction loss testing module includes a screw replacement shaft, an angular contact ball bearing, an actuator cylinder, an actuator cylinder end cover, and a bearing loading joint.
[0017] The inner ring of the angular contact ball bearing is positioned by a lead screw replacement shaft, and the outer ring is positioned by the inner ring of the actuator cylinder. The inner ring of the other end of the angular contact ball bearing is positioned by a lead screw replacement shaft, and the outer ring is in contact with the bearing loading joint. The bearing loading joint and the actuator cylinder end cover are installed with a clearance fit, and the actuator cylinder end cover is fixed to the actuator cylinder with screws.
[0018] 6. A heavy-duty planetary roller screw transmission efficiency measuring device and method according to claim 1, characterized in that the roller screw module to be tested includes an actuator cylinder, an angular contact ball bearing, a screw, a screw nut, a sliding copper sleeve, a copper sleeve positioning sleeve, and an actuator cylinder end cap. The actuator cylinder is fixed to the bearing support by screws. The double angular contact ball bearings are arranged back-to-back. The outer ring is positioned by the inner ring of the actuator cylinder, and the inner ring is positioned by the screw shaft shoulder. One end of the screw nut is assembled with a sliding copper sleeve. The extended end of the nut is positioned by the sliding copper sleeve and the actuator cylinder end cap through the copper sleeve positioning sleeve. The actuator cylinder end cap is fixed to the actuator cylinder by screws.
[0019] Compared with the prior art, the beneficial effects of the present invention are as follows:
[0020] The present invention does not have rigid contact between the drive motor assembly and the device platform, which can effectively reduce the impact of vibration generated during the operation of the drive motor on the measurement results and improve the measurement accuracy.
[0021] This invention adopts a modular design approach, allowing the entire module to be disassembled and installed during bearing friction torque measurement, which is simple to operate and highly reliable.
[0022] The efficiency testing method in this invention takes into account the friction loss of rolling bearings and sliding bearings, and measures both, thereby improving the accuracy of transmission efficiency testing. Attached Figure Description
[0023] Figure 1 This is a schematic diagram of the structure of the present invention.
[0024] Figure 2 for Figure 1 Main view
[0025] Figure 3 This is a schematic diagram of the bearing friction loss testing module of the present invention. Detailed Implementation
[0026] To make the objectives, technical solutions, and advantages of this invention clearer, the technical solutions of this invention will be clearly and completely described below with reference to the accompanying drawings. Obviously, the described embodiments are only some, not all, of the embodiments of this invention. All other embodiments obtained by those skilled in the art based on the embodiments of this invention without creative effort are within the scope of protection of this invention.
[0027] The embodiments of the present invention will be further described below with reference to the accompanying drawings:
[0028] 1. A heavy-duty planetary roller screw pair transmission efficiency measuring device and measuring method, characterized in that the heavy-duty planetary roller screw pair transmission efficiency measuring device includes a drive motor assembly 1, a bearing support 2, a roller screw module to be measured 3, a guide rail slider assembly 4, a loading fixture 5, a hydraulic loading assembly 6, a device platform (7), a torque sensor 8, a tension and compression sensor 9, and a linear grating displacement sensor 10.
[0029] The drive motor assembly 1 is arranged on the side of the device platform 7, and the motor output shaft is mounted on the same axis as the torque sensor 8 through a flexible coupling.
[0030] The bearing support 2 is fixed on the device platform 7, and the roller screw module (3) to be tested is fixed on the bearing support 2. The input end of the screw is connected to the torque sensor 8 through a rigid coupling.
[0031] The efficiency testing module can replace the roller screw module under test and be installed on the bearing housing.
[0032] The guide rail slider assembly 4 is fixed on the device platform 7, and the slider is fixed to the bottom of the loading fixture 5 for connection with the hydraulic loading assembly 6.
[0033] The hydraulic loading assembly 6 is mounted on the device platform 7, and the output end of the hydraulic cylinder is connected to the loading fixture 5 through a spherical bearing.
[0034] One end of the torque sensor 8 is connected to the output shaft of the lead screw drive motor via a flexible coupling, and the other end is connected to the input end of the lead screw via a rigid coupling.
[0035] The tension / compression sensor 9 is fixed to the loading fixture 5 and installed on the same axis as the lead screw.
[0036] The linear grating displacement sensor 10 is mounted on a vertical mounting surface of the device platform 7, kept parallel to the guide rail, and the reading head is mounted below the loading fixture 5 through a connector.
[0037] 7. The heavy-duty planetary roller screw transmission efficiency measuring device and method according to claim 1, characterized in that the drive motor assembly 1 includes a lifting platform 11, which is guided by a combination of guide rails and a screw arranged vertically, and is driven by a servo motor. The screw drive motor 12 is fixed to the lifting platform 11 by a motor support.
[0038] 8. The heavy-duty planetary roller screw transmission efficiency measuring device and method according to claim 1, characterized in that the loading fixture 5 includes a force transmission rod 51 and a loading support 52. The force transmission rod adopts a double-hinge structure to release the off-center load.
[0039] 9. The heavy-duty planetary roller screw transmission efficiency measuring device and method according to claim 1, characterized in that the hydraulic loading component is driven by a dual hydraulic cylinder, and the hydraulic cylinder output rod is connected to the loading support 52 through a spherical bearing.
[0040] 10. The heavy-duty planetary roller screw transmission efficiency measuring device and method according to claim 1, characterized in that the bearing friction loss testing module includes a screw replacement shaft 53, an angular contact ball bearing 55, an actuator cylinder 54, an actuator cylinder end cover 56, and a bearing loading joint 57.
[0041] The inner ring of the angular contact ball bearing 55 is positioned by a lead screw replacement shaft 53, and the outer ring is positioned by the inner ring of the actuator cylinder 54. The inner ring of the other end of the angular contact ball bearing 55 is positioned by a lead screw replacement shaft 53, and the outer ring is in contact with the bearing loading joint 57. The bearing loading joint 57 and the actuator cylinder end cover 56 are installed with a clearance fit. The actuator cylinder end cover 56 is fixed to the actuator cylinder 54 with screws.
[0042] According to claim 1, a heavy-duty planetary roller screw transmission efficiency measuring device and method are provided, characterized in that the roller screw module to be tested includes an actuator cylinder 13, an angular contact ball bearing 14, a screw 15, a screw nut 17, a sliding copper sleeve 16, a copper sleeve positioning sleeve 18, and an actuator cylinder end cap 19. The actuator cylinder 13 is fixed to the bearing support 2 by screws. The double angular contact ball bearings 14 are arranged back-to-back, with the outer ring positioned by the inner ring of the actuator cylinder 13, and the inner ring positioned by the shoulder of the screw 15. One end of the screw nut 17 is assembled with a sliding copper sleeve 16, and the extended end of the nut, the sliding copper sleeve 16, is positioned with the actuator cylinder end cap 19 via the copper sleeve positioning sleeve 18. The actuator cylinder end cap 19 is fixed to the actuator cylinder 13 by screws.
[0043] This invention also provides a method for detecting and identifying defects in ship hull welds, the steps of which are as follows:
[0044] 1) Install the lead screw assembly to be tested on the experimental device, prepare for the test, and control the hydraulic loading assembly to slowly load until the tension and compression sensor data reaches the required load F.
[0045] 2) Control the lead screw drive motor to rotate slowly and uniformly for a specified number of revolutions n, then stop and record the motor running time. Record the torque sensor data during the operation of the lead screw under test, and calculate the driving torque M and the displacement data L of the lead screw nut end using the arithmetic mean method. Calculate the average speed v of the lead screw nut movement using the displacement data and time data.
[0046] 3) Disassemble the lead screw in the lead screw assembly to be tested, control the hydraulic loading component to move at a constant speed v for a certain distance, record the tension and compression sensor data, and obtain the frictional force f between the lead screw nut and the sliding copper sleeve, as well as the driving motor running time t, by calculating the arithmetic average of the force data.
[0047] 4) Disassemble the lead screw assembly to be tested, install the efficiency test assembly, and after installation, control the hydraulic loading assembly to slowly load until the tension and compression sensor data reaches the required load F.
[0048] 5) Control the lead screw drive motor to rotate at the same speed for a specified number of revolutions n, record the torque sensor data, and calculate the rolling bearing friction torque m by the arithmetic average method.
[0049] The efficiency of the ball screw transmission is calculated using the formula for ball screw transmission efficiency. The transmission efficiency is calculated based on the ratio of output power to input power. For a planetary roller ball screw, the input is the torque of the motor driving the ball screw to rotate, and the input power is the product of the driving torque and the angular velocity of the ball screw; the output is the linear motion of the nut, and the output power is the product of the axial load on the nut and the linear motion speed of the nut. The formula for calculating the transmission efficiency of a planetary roller ball screw can be derived as follows:
[0050]
[0051] In the formula: F is the axial load of the nut, M is the torque measured by the torque sensor, m is the resistance torque of the test device, v is the moving speed of the nut, and f is the friction force of the sliding bearing.
Claims
1. A device for measuring the transmission efficiency of a heavy-duty planetary roller screw pair, characterized in that, It includes a drive motor assembly (1), a bearing support (2), a test roller screw module (3), a guide rail slider assembly (4), a loading fixture (5), a hydraulic loading assembly (6), a device platform (7), a torque sensor (8), a tension and compression sensor (9), a linear grating displacement sensor (10), and a bearing friction loss test module. The drive motor assembly (1) is arranged on the side of the device platform (7), and the motor output shaft of the drive motor assembly (1) is coaxially mounted with the torque sensor (8) through a flexible coupling; The bearing support (2) is fixed on the device platform (7), the roller screw module (3) to be tested is fixed on the bearing support (2), and the screw input end of the roller screw module (3) to be tested is connected to the torque sensor (8) through a rigid coupling. The bearing friction loss test module is installed on the bearing support (2) by means of a replaceable test roller screw module (3); during installation, the replacement shaft (53) of the bearing friction loss test module is connected and fixed to the torque sensor (8) through a flexible coupling, and the bearing loading joint (57) is connected and fixed to the force transmission rod (51) through a thread; it is used to test the efficiency loss caused by bearing friction heat generation when the test roller screw is working; The bearing friction loss test module includes a lead screw replacement shaft (53), an angular contact ball bearing (55), an actuator cylinder (54), an actuator cylinder end cover (56), and a bearing loading joint (57). The angular contact ball bearing (55) is installed on both sides of the lead screw replacement shaft (53). The inner ring is fixedly connected to the lead screw replacement shaft (53) through mechanical cooperation. The outer ring is fixedly connected to the inner ring of the actuator cylinder (54) through mechanical cooperation. The outer rings of the two angular contact ball bearings are axially positioned by the inner ring flange of the actuator cylinder (54) and the bearing loading joint (57). The inner rings are positioned by the shoulder of the lead screw replacement shaft (53). The bearing loading joint (57) and the actuator cylinder end cover (56) are installed with a clearance fit. The actuator cylinder end cover (56) is fixed to the actuator cylinder (54) with screws. The guide rail slider assembly (4) is fixed on the device platform (7), and the slider of the guide rail slider assembly (4) is fixed to the bottom of the loading fixture (5) by bolts for connection with the hydraulic loading assembly (6); The hydraulic loading assembly (6) is installed on the device platform (7), and the hydraulic cylinder output end of the hydraulic loading assembly (6) is connected to the loading fixture (5) through a spherical bearing; One end of the torque sensor (8) is connected to the output shaft of the lead screw drive motor (12) of the drive motor assembly (1) via a flexible coupling, and the other end is connected to the lead screw input end via a rigid coupling. It is used to collect the torque input to the roller lead screw module (3) under test and the bearing friction loss test module. The tension and compression sensor (9) is fixed on the loading fixture (5) and installed on the same axis as the lead screw to collect the tension and compression applied by the hydraulic loading assembly (6); The linear grating displacement sensor (10) is installed on a vertical mounting surface of the device platform (7) and kept parallel to the guide rail. The reading head is installed below the loading fixture (5) through a connector and is used to collect the displacement of the screw nut (17) of the roller screw module (3) to be tested. The bearing friction loss test module includes a lead screw replacement shaft (53), an angular contact ball bearing (55), an actuator (54), an actuator end cap (56), and a bearing loading joint (57); The inner ring of the angular contact ball bearing (55) is positioned by a lead screw replacement shaft (53), and the outer ring is positioned by the inner ring of the actuator cylinder (54). The inner ring of the other end of the angular contact ball bearing (55) is positioned by a lead screw replacement shaft (53), and the outer ring is in contact with the bearing loading joint (57). The bearing loading joint (57) and the actuator cylinder end cover (56) are installed with a clearance fit. The actuator cylinder end cover (56) is fixed to the actuator cylinder (54) with screws.
2. The heavy-duty planetary roller screw transmission efficiency measuring device according to claim 1, characterized in that, The drive motor assembly (1) includes a lifting platform (11), which is guided by a combination of guide rails and lead screws arranged vertically, and is driven by a servo motor; the lead screw drive motor (12) is fixed on the lifting platform (11) through a motor support.
3. The heavy-duty planetary roller screw transmission efficiency measuring device according to claim 1, characterized in that, The loading fixture (5) includes a force transmission rod (51) and a loading support (52); the force transmission rod adopts a double hinge structure to release the off-center load.
4. The heavy-duty planetary roller screw transmission efficiency measuring device according to claim 1, characterized in that, The hydraulic loading assembly is driven by dual hydraulic cylinders, and the output rod of the hydraulic cylinder is connected to the loading support (52) through a spherical bearing.
5. The heavy-duty planetary roller screw transmission efficiency measuring device according to claim 1, characterized in that, The roller screw module to be tested includes an actuator cylinder (13), an angular contact ball bearing (14), a screw (15), a screw nut (17), a sliding copper sleeve (16), a copper sleeve positioning sleeve (18), and an actuator cylinder end cap (19). The actuator cylinder (13) is fixed to the bearing support (2) by screws. The double angular contact ball bearing (14) is arranged back to back. The outer ring is positioned by the inner ring of the actuator cylinder (13), and the inner ring is positioned by the shoulder of the screw (15). One end of the screw nut (17) is assembled with a sliding copper sleeve (16). The sliding copper sleeve (16) at the nut protrusion end is positioned with the actuator cylinder end cap (19) through the copper sleeve positioning sleeve (18). The actuator cylinder end cap (19) is fixed to the actuator cylinder (13) by screws.
6. A method for measuring the transmission efficiency of a heavy-duty planetary roller screw pair based on any one of claims 1-5, characterized in that: The steps are as follows: 1) First, install the lead screw assembly to be tested on the bearing housing, make preparations before testing, and control the hydraulic loading assembly to slowly load until the tension and compression sensor data reaches the set load F and then stop loading. 2) Control the lead screw drive motor to rotate slowly and uniformly for a set number of revolutions and then stop. Record the torque sensor data M and the displacement data L of the lead screw nut end during the operation of the lead screw under test. 3) Disassemble the entire lead screw assembly to be tested, remove the lead screw from the assembly, reinstall the remaining parts in their original positions, and fix the lead screw nut to the force transmission rod with threads. Control the hydraulic loading assembly to move at a constant speed for a certain distance and record the tension and compression sensor data f. 4) Disassemble the lead screw assembly to be tested, install the bearing friction loss test module, and after installation, control the hydraulic loading assembly to slowly load until the tension and compression sensor data reach the required load F; 5) Control the lead screw drive motor to rotate at the same speed and record the torque sensor data m; 6) Calculate the efficiency of the lead screw transmission using the formula for lead screw transmission efficiency.
Citation Information
Patent Citations
Lead screw pair transmission efficiency precision measuring device and method
CN107515117A
Precision and efficiency detection device for small planetary roller screw pair
CN108918101A