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A modeling method for predicting friction torque of the preload double-nut ball screw based on thermal elastohydrodynamic lubrication

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Abstract

Ball screw has become a key functional component commonly used in actuators of high-end machine tools because of its high transmission efficiency, low environmental impact, and strong universality of working conditions. For the high-precision ball screw, the proper and constant preload is the premise to maintain the transmission accuracy and reliable dynamic characteristics of the ball screw. The direct measurement of the preload is difficult to be achieved. Usually, the preload of the ball screw is indirectly determined by the friction torque of the ball screw under no-load condition. In previous studies, the influence of lubrication on friction torque of the ball screw was not considered, and the influence of operating conditions on performance of lubricant was ignored, and the influence of contact elastic hysteresis effect and the sliding friction effect was not considered, which seriously affected the modeling accuracy of friction torque for the ball screw. Therefore, on the basis of considering the contact elastic hysteresis friction and the sliding friction of the ball screw in the paper, a calculation model of friction torque for the ball screw based on the coupling of the ball load distribution and the thermal elastohydrodynamic lubrication is proposed. The mechanism of different friction terms on the friction torque of the ball screw is analyzed, and the coupling relationship among preload, rotational speed, and friction torque is established. The experimental results show that the proposed method, which the ball load distribution, the thermal elastohydrodynamic lubrication, the elastic hysteresis, and the sliding friction are comprehensively considered, has a good reference significance for improving the internal preload and predicting the precision degradation of the ball screw.

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Funding

This work was supported by the National Natural Science Foundation of China (grant no.51475267) and Natural Science Foundation of Shandong Province (grant no. ZR2020ME117, ZR2020ME166).

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Authors and Affiliations

  1. School of Mechanical and Electrical Engineering, Shandong Jianzhu University, Jinan, Shandong, 250101, China

    Jiajia Zhao, Xianchun Song, Hongkui Jiang & Pengfei Dong

  2. Key Laboratory of CNC Equipment Reliability, Ministry of Education, Changchun, Jilin, 130022, China

    Baobao Qi

  3. School of Mechanical and Aerospace Engineering, Jilin University, Changchun, Jilin, 130022, China

    Baobao Qi

Authors
  1. Jiajia Zhao
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  2. Baobao Qi
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  3. Xianchun Song
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  4. Hongkui Jiang
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  5. Pengfei Dong
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Contributions

JZ and BQ are responsible for providing overall research ideas. XS, HJ, and PD are responsible for the measurement of friction torque for ball screw. JZ and XS are responsible for experimental data analysis.

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Correspondence to Baobao Qi or Xianchun Song.

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Zhao, J., Qi, B., Song, X. et al. A modeling method for predicting friction torque of the preload double-nut ball screw based on thermal elastohydrodynamic lubrication. Int J Adv Manuf Technol 124, 4231–4251 (2023). https://doi.org/10.1007/s00170-022-09524-2

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  • DOI: https://doi.org/10.1007/s00170-022-09524-2

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