Thread Shape Measurement Using Dual-Axis Illumination

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Solution Overview

Problem

Conventional methods for measuring thread shapes, such as silhouette methods, contact probes, and laser rangefinders, face challenges in accurately measuring hook-like flank faces and thread bottom end portions due to issues like shadowing, particle adherence, and specular reflection, leading to reduced measurement accuracy and increased time consumption.

Innovation Solution

A thread shape measuring apparatus utilizing a dual optical system with a first illuminating unit emitting parallel lights orthogonal to the thread axis and a second unit tilting the optical axis beyond the thread's lead angle, combined with an image-capturing unit and arithmetic operation unit, captures and processes images to calculate the thread shape, including flank faces and thread bottom end portions, using shading patterns and focusing measures.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If a silhouette method is used to measure thread shape, then the measurement process is simple, but hook-like flank faces and thread bottom end portions cannot be accurately measured due to shadowing

Engineering Contradiction:
Improvemeasurement process simplicityVSAvoidaccuracy of hook-like flank face and thread bottom end portion measurement
Core Design Contradiction:
Ease of operationVSMeasurement precision

Solution Approach 1:

The measurement process is divided into two distinct stages: first capturing the silhouette image to obtain the basic thread profile, then capturing the reflected light image to obtain the flank face and thread bottom end portion details. This segmentation allows each stage to focus on specific measurement objectives, resolving the contradiction between simplicity and precision.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent introduces a polarizing filter as an intermediary element between the light source and the thread portion. This filter converts specularly reflected light into detectable signals by controlling polarization states, enabling the measurement of previously inaccessible surfaces like hook-like flank faces without complicating the overall measurement system.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Measurement precision

If a contact probe is used to measure thread shape, then measurement accuracy can be maintained, but measurement time increases and particles may adhere to the probe

Engineering Contradiction:
Improvethread shape measurement accuracyVSAvoidmeasurement time
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The patent replaces the mechanical contact probe system with an optical measurement system using reflected light imaging. This substitution eliminates physical contact, thereby removing the time-consuming aspects of probe movement and particle adherence issues, while maintaining measurement accuracy through optical detection of thread geometry.

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

3Productivity

If a laser rangefinder in a triangulation system is used, then measurement speed is improved, but hook-like flank faces cannot be measured due to specular reflection

Engineering Contradiction:
Improvemeasurement speedVSAvoidaccuracy of hook-like flank face measurement
Core Design Contradiction:
ProductivityVSMeasurement precision

Solution Approach 1:

The polarizing filter serves as an intermediary that modifies the interaction between light and the thread surface. By controlling polarization states, it converts specularly reflected light from hook-like flank faces into detectable signals, enabling the laser rangefinder to measure these previously inaccessible surfaces at high speed without sacrificing accuracy.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Device complexity

If conventional silhouette method is used, then device complexity is low, but measurement accuracy of difficult thread shapes is insufficient

Engineering Contradiction:
Improvemeasurement system complexityVSAvoidaccuracy of difficult thread shape measurement
Core Design Contradiction:
Device complexityVSMeasurement precision

Solution Approach 1:

The measurement system is segmented into two functional components: a silhouette imaging path for basic profile capture and a reflected light imaging path for detailed surface measurement. This segmentation allows the system to maintain low overall complexity while achieving high measurement accuracy for difficult thread shapes through the complementary information from both paths.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The imaging device is designed to perform multiple functions: capturing both silhouette images and reflected light images using the same hardware platform. This multi-functionality reduces device complexity compared to having separate systems, while enabling accurate measurement of various thread shapes including difficult-to-measure features.

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

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

This approach enables accurate measurement of thread shapes that are difficult for conventional methods, reducing measurement time and improving accuracy by capturing shading patterns and focusing measures, allowing for precise calculation of thread dimensions and angles.

Implementation Method 1

an image-capturing unit that has a visual axis parallel to the optical axis of the first illuminating unit, includes a telecentric lens, has a focusing position matching the cross section, and detects, out of the parallel lights emitted from the first illuminating unit, the light that has not been blocked by the thread portion to capture an image of the detected light

Methodology Applied
Scientific EffectLight: Light

Implementation Method 2

a first illuminating unit that has an optical axis in a direction orthogonal to a cross section including a thread axis of a thread portion and emits parallel lights to illuminate the thread portion

Methodology Applied
Scientific EffectParallel lights emission: Light

Implementation Method 3

a second illuminating unit that has an optical axis in a direction forming an angle larger than a lead angle of the thread portion with respect to the direction orthogonal to the cross section and emits parallel lights to illuminate the thread portion

Methodology Applied
Scientific EffectShading pattern creation: Shadow

Data Source

PatentEP3789728B1Thread shape measuring apparatus and measuring method
Publication Date: 2023.10.18 NIPPON STEEL CORPORATION
  • EP3789728B1 patent drawingFigure 1A
  • EP3789728B1 patent drawingFigure 1B
  • EP3789728B1 patent drawingFigure 2A

AI summary

A thread shape measuring apparatus (100) includes: a first illuminating unit (1) that has an optical axis in a direction orthogonal to a cross section M including a thread axis A and emits parallel lights to illuminate the thread portion; a second illuminating unit (2) that has an optical axis in a direction forming an angle θ larger than a lead angle γ of the thread portion with respect to the direction orthogonal to the cross section and emits parallel lights to illuminate the thread portion; an image-capturing unit (3) that has a visual axis parallel to the optical axis of the first illuminating unit (1), includes a telecentric lens (32), has a focusing position matching the cross section, and detects, out of the parallel lights emitted from the first illuminating unit (1) or the second illuminating unit (2), the light that has not been blocked by the thread portion to capture an image of the detected light; and an arithmetic operation unit (4) that arithmetically operates a shape of the thread portion based on a captured image captured by the image-capturing unit (3).