Spindle Preload Monitoring via Axial Force Sensor Calibration

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Solution Overview

Problem

Current methods for measuring spindle preload amount in machine tools are indirect and prone to errors, failing to provide real-time monitoring, especially under varying operating conditions such as spindle speed and temperature.

Innovation Solution

A method utilizing an axial force sensor calibrated with spindle preload data from a PPC Preload Analyzer to establish a relationship between the sensor output and preload amount, allowing for immediate monitoring of spindle preload during operation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If indirect measurement methods (natural frequency method or torque method) are used to measure spindle preload amount, then the measurement process is simple, but the measurement precision is low and there is a great gap between inferred preload amount and actual preload amount

Engineering Contradiction:
Improvespindle preload amount measurement precisionVSAvoidmeasurement system complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent replaces indirect mechanical measurement methods (natural frequency method, torque method) with a direct electrical sensing approach using an axial force sensor. This substitution eliminates the need for complex inference calculations and intermediate measurement steps, providing direct measurement of the axial force that corresponds to spindle preload amount, thereby significantly improving measurement precision while maintaining reasonable system complexity

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

Solution Approach 2:

The patent introduces an axial force sensor as an intermediary device between the spindle preload mechanism and the measurement system. This sensor directly converts the mechanical axial force into an electrical signal that can be processed and displayed, serving as a bridge that enables precise measurement without requiring complex mechanical measurement systems

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If indirect measurement methods are used, then the device complexity is low, but the reliability is poor due to susceptibility to machine structure or test environment influences

Engineering Contradiction:
Improvepreload amount measurement reliabilityVSAvoidmeasurement system complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent replaces unreliable indirect mechanical measurement methods with a direct electrical sensing system using an axial force sensor. This substitution eliminates the susceptibility to machine structure variations and test environment influences that plague indirect methods, as the sensor directly measures the axial force without requiring complex mechanical interactions that are prone to environmental interference

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

Solution Approach 2:

The axial force sensor performs self-measurement of the preload condition without requiring external test equipment or complex setup procedures. The sensor is integrated into the spindle system and automatically provides continuous measurement data, making the measurement process independent of external test environment conditions and eliminating the need for periodic calibration with specialized equipment

Inventive Principle:
Principle #25Self-service

3Productivity

If traditional measurement methods are used, then the system is simple to operate, but the productivity is reduced due to inability to effectively and instantly monitor current preload amount during operation

Engineering Contradiction:
Improvespindle preload monitoring efficiencyVSAvoidpreload monitoring operation simplicity
Core Design Contradiction:
ProductivityVSEase of operation

Solution Approach 1:

The patent implements continuous monitoring of spindle preload amount through the axial force sensor, which provides real-time measurement data throughout spindle operation. This eliminates the need to stop the machine for periodic measurements and allows operators to continuously monitor preload conditions, ensuring optimal machining performance throughout the entire operating cycle and significantly improving productivity

Inventive Principle:
Principle #20Continuity of useful action

Solution Approach 2:

The patent establishes a feedback system where the axial force sensor continuously measures the actual preload condition and provides this information to the control system. This feedback enables automatic detection of preload deviations and allows for real-time adjustments to be made during operation, ensuring the spindle maintains optimal preload levels without requiring manual intervention or complex operational procedures

Inventive Principle:
Principle #23Feedback

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 accurate, real-time monitoring of spindle preload, reducing errors and allowing for precise adjustments based on operational conditions, enhancing machining accuracy and efficiency.

Implementation Method 1

an axial force sensor output of the spindle is obtained through an axial force sensor

Methodology Applied
Scientific EffectPiezoelectric Effect: Piezoelectric Effect

Data Source

PatentUS10942074B2Method for monitoring spindle preload amount
Publication Date: 2021.03.09 PRECISION MACHINERY RES & DEV CENT
  • US10942074B2 patent drawing
  • US10942074B2 patent drawing
  • US10942074B2 patent drawing

AI summary

A method for monitoring the spindle preload amount of a spindle by: S1 obtaining a spindle preload amount through a PPC Preload Analyzer; and S2 obtaining an axial force sensor output of the spindle through an axial force sensor, wherein the axial force sensor output is calibrated using the spindle preload amount that is obtained through the PPC Preload Analyzer; establishing a relationship between the spindle preload amount and the axial force sensor output, then regarding the axial force sensor output as the spindle preload amount, and then monitoring the spindle preload amount by monitoring the axial force sensor output.