A Comprehensive Contact Analysis of Planetary Roller Screw Mechanism

Fu, Xiaojun; Liu, Geng; Ma, Shangjun; Tong, Ruiting; Lim, Teik C.

doi:10.1115/1.4034580

Cited by 57 publications

(29 citation statements)

References 24 publications

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“…Fu et al [26] proposed a method to calculate both the contact positions and axial clearances in an idealized PRSM design. The existing researches provide a theoretical basis for the modelling and analysis of the contact characteristics.…”

Section: Introductionmentioning

confidence: 99%

Contact Analysis and Static Load Carrying Capacity of Planetary Roller Screw Mechanism

Kim¹,

K²,

Jong³

2020

Preprint

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This paper aims to investigate the contact characteristics and static load carrying capacity of planetary roller screw mechanism (PRSM). Compared to the ball screw mechanism, the advantages of the PRSM are high stiffness, high load capacity, long travel life and compact structure, etc., since the PRSM possesses more contact points than ball screws in a comparable size. The actuated load is carried through the threaded surface contacts of the screw, the rollers and the nut and the contact characteristics of these components are very important for studying the wear, transmission accuracy and efficiency of a PRSM. Prior work has neglected to take a fundamental approach towards understanding the elastic-plastic contact characteristics of threaded surfaces under high loads and it is closely related to the static load carrying capacity of PRSM. Accordingly, in this paper, the contact characteristics of PRSM under the different working loads are modeled based on Hertz contact theory and the calculation formulas between normal force of thread turns and the elastic-plastic contact stress and deformation are derived. Then, it goes further to derive a calculation method of static load carrying capacity of PRSM based on simplified model of static load distribution. Finally, a verification model is developed by finite element method (FEM) to perform contact stress and strain analysis of PRSM. Besides, through the comparison of the results between the theory model and ANSYS Workbench finite element model verify the reliability of the theory.

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Section: Introductionmentioning

confidence: 99%

Contact Analysis and Static Load Carrying Capacity of Planetary Roller Screw Mechanism

Kim¹,

K²,

Jong³

2020

Preprint

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“…A case study of an oil-injected compressor tested at elevated discharge temperatures with original and revised clearances was investigated by Buckney et al [14,15]. e nature of the contact between the load transferring surfaces in the screw mechanism was investigated by Jones and Velinsky [16] and Fu et al [17], which was necessary for the calculation of the contact positions and clearances between helical surfaces.…”

Section: Introductionmentioning

confidence: 99%

A Novel Engagement‐Pixel Tracking Method for Meshing Clearance Layout of Twin‐Screw Rotors

Cai

et al. 2019

Mathematical Problems in Engineering

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The performance of dry twin-screw compressors is primarily affected by the meshing clearance between a pair of meshing rotors. In this paper, a novel method for meshing clearance layout (MCL) is presented. The presented method is based on the engagement-pixel tracking (EPT) technique, which utilizes discrete-pixel curves generated by the two rotors. An algorithm for the proposed method is put forward. Firstly, when the profile of one rotor is known, the discrete point coordinates of the two rotor profiles and their thermal expansion profiles can be obtained. Secondly, the instantaneous contact models of the two rotors at special meshing positions are acquired under pixel coordinate system. Thirdly, through inspecting the pixels on the profile of a rotor and establishing the corresponding normal vector, the meshing clearance of the two rotors is extracted. Then, the meshing clearances can be generated by extracting the boundary pixels on the other rotor profile. Finally, the meshing clearance layout method is proposed. To verify the effectiveness of the presented method, a case study was conducted on a pair of meshing rotors to extract its meshing clearance. It was shown that the proposed method can be used as a tool for evaluating the clearance distribution of actual machined profiles.

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“…Some fundamental researches have been conducted to support the engineering application of the PRSM. Those works were mainly focused on the structural design, 5 contact positions, 6 stiffness, and load distribution. [7][8][9][10] Besides, the researches on the analysis of the kinematics, 11,12 dynamics, 13 frictional heat, and thermal effects 14,15 also attract interests in these years.…”

Section: Introductionmentioning

confidence: 99%

Investigation on the uncertain factors of the elastic–plastic contact characteristics of the planetary roller screw mechanism

Yao

Liu

Zhang

et al. 2018

Proceedings of the Institution of Mechanical Engineers, Part C:

Self Cite

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The scatter of uncertain factors of the planetary roller screw mechanism, which originated from the manufacturing process, has a significant influence on its serving performance. However, this influence remains insufficiently studied. Further, the elastic–plastic contact analysis of the planetary roller screw mechanism with considering the uncertainties needs large numbers of repetitive calculations by traditional finite element method, which is labor intensive and often impractical. In this paper, an uncertain model of the planetary roller screw mechanism, including parameterization and finite element calculation, is established to conduct the elastic–plastic contact analysis automatically. Besides, the finite element method results can be also obtained automatically with the self-compiled flow program and the secondary development platform using the design of experiment method. Then, a mathematic model is applied to value the influence of the uncertain factors on the contact characteristics. The Pareto graphs are plotted to clearly show this sequence of the percent effects of all the uncertain factors. The present work, for the first time, developed an automatic modeling method for analyzing efficiently the uncertain factors of planetary roller screw mechanism, which is worthy in industrial application.

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A Comprehensive Contact Analysis of Planetary Roller Screw Mechanism

Cited by 57 publications

References 24 publications

Contact Analysis and Static Load Carrying Capacity of Planetary Roller Screw Mechanism

Contact Analysis and Static Load Carrying Capacity of Planetary Roller Screw Mechanism

A Novel Engagement‐Pixel Tracking Method for Meshing Clearance Layout of Twin‐Screw Rotors

Investigation on the uncertain factors of the elastic–plastic contact characteristics of the planetary roller screw mechanism

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