Rolling Guide Vibration Diagnosis for Lubrication State Monitoring

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Solution Overview

Problem

Existing rolling guide devices face challenges in accurately diagnosing the state of their rolling surfaces and lubrication conditions, leading to potential degradation in performance and reduced product lifetime due to inadequate lubrication detection methods.

Innovation Solution

A state diagnosis method using a vibration sensor mounted to the moving member to detect relative vibration displacement and moving speed, allowing for the recognition of the rolling surface state and lubrication condition by comparing detected amplitudes to threshold values based on moving speed.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If a sensor is mounted on the outer side of the moving member to detect lubricant presence, then the lubricant adhesion state can be checked, but the lubrication state and circulation state of rolling elements in the endless circulation path cannot be directly recognized

Engineering Contradiction:
Improvelubricant adhesion detection accuracyVSAvoidlubrication state information
Core Design Contradiction:
Measurement precisionVSLoss of information

Solution Approach 1:

The patent replaces mechanical/optical sensor-based lubricant detection with vibration-based diagnosis. By mounting a vibration sensor on the moving member and analyzing vibration characteristics (frequency, amplitude, waveform) during operation, the system can directly assess the lubrication state of rolling elements in the endless circulation path, overcoming the limitations of external sensor mounting.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Reliability

If various sensors are mounted to continuously detect operation conditions, then the state of the rolling guide device can be recognized in real-time, but the device complexity increases

Engineering Contradiction:
Improvereal-time state monitoring capabilityVSAvoidsensor system complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent extracts only the essential vibration characteristics from the complex operational state of the rolling guide device. By focusing solely on vibration frequency, amplitude, and waveform analysis, the system achieves real-time lubrication state monitoring without requiring multiple sensors for different parameters, thereby reducing overall system complexity while maintaining diagnostic reliability.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The vibration sensor serves multiple diagnostic functions simultaneously: it detects lubrication state, identifies rolling element circulation issues, and monitors overall device health. This multi-functionality eliminates the need for separate sensors for different monitoring purposes, reducing device complexity while enhancing comprehensive state recognition capability.

Inventive Principle:
Principle #6Universality (Multi-functionality)

3Reliability

If lubrication is inadequate, then the product lifetime is shortened and rolling resistance increases, but detecting the lubrication state accurately is difficult

Engineering Contradiction:
Improveproduct lifetimeVSAvoidlubrication state detection difficulty
Core Design Contradiction:
ReliabilityVSDifficulty of detecting and measuring

Solution Approach 1:

The patent converts the harmful effect of inadequate lubrication (which causes abnormal vibration) into a useful diagnostic signal. By analyzing vibration characteristics, the system transforms the negative symptom of poor lubrication into a positive indicator that enables early detection and intervention, thereby extending product lifetime through timely maintenance.

Inventive Principle:
Principle #22Blessing in disguise (Convert harm into benefit)

Solution Approach 2:

The patent replaces difficult direct measurement of lubrication state with indirect vibration-based diagnosis. The vibration sensor detects mechanical responses that correlate with lubrication quality, making the detection process straightforward and accurate without requiring complex direct measurement techniques.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

Enables real-time monitoring and diagnosis of the lubrication state and rolling surface condition, ensuring optimal performance and extending the product lifetime of rolling guide devices by automatically adjusting lubricant supply as needed.

Implementation Method 1

detecting relative vibration displacement of the moving member relative to the track member using a vibration sensor mounted to the moving member

Methodology Applied
Scientific EffectVibration: Vibration

Data Source

PatentUS10968956B2Method for diagnosing state of rolling guide device
Publication Date: 2021.04.06 THK CO LTD
  • US10968956B2 patent drawing
  • US10968956B2 patent drawing
  • US10968956B2 patent drawing

AI summary

Provided is a diagnosis method of appropriately recognizing a state of a rolling surface of a track member of a rolling guide device or a lubrication state of rolling elements using a sensor mounted to the rolling guide device. The diagnosis method is applied to a rolling guide device including: a track member having a rolling surface extending along a longitudinal direction of the track member; and a moving member, which is assembled to the track member through intermediation of a plurality of rolling elements configured to roll on the rolling surface so that the moving member is movable along the track member, and has an endless circulation path for the rolling elements. The diagnosis method includes: detecting a moving speed of the moving member relative to the track member while detecting relative vibration displacement of the moving member relative to the track member using a vibration sensor mounted to the moving member; and diagnosing a running state of the moving member relative to the track member based on those detection results.