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中 北 大 學(xué) 信 息 商 務(wù) 學(xué) 院
畢業(yè)設(shè)計(jì)任務(wù)書
學(xué) 院、系：
機(jī)械工程與自動(dòng)化系
專 業(yè)：
機(jī)械制造及其自動(dòng)化
學(xué) 生 姓 名：
張曉飛
學(xué) 號：
12020144X21
設(shè) 計(jì) 題 目：
滾珠絲杠設(shè)計(jì)及相關(guān)技術(shù)研究
起 迄 日 期:
2016年 2月29日~ 2016年6月5日
指 導(dǎo) 教 師:
龐學(xué)慧
系 主 任:
暴建剛
發(fā)任務(wù)書日期: 2016年 2月29日
畢 業(yè) 設(shè) 計(jì) 任 務(wù) 書
1．畢業(yè)設(shè)計(jì)的任務(wù)和要求：
掌握機(jī)床傳動(dòng)絲杠的基本知識；研究數(shù)控機(jī)床滾珠絲杠的關(guān)鍵技術(shù)，掌握其選型、應(yīng)用及設(shè)計(jì)方法等；完成一種滾珠絲杠的設(shè)計(jì)，滿足精密數(shù)控機(jī)床20m/min進(jìn)給速度的需求。
2．畢業(yè)設(shè)計(jì)的具體工作內(nèi)容：
1） 分析題目要求，查閱相關(guān)的國內(nèi)外文獻(xiàn)、設(shè)計(jì)資料、有關(guān)專利文獻(xiàn)等，在此基礎(chǔ)上，了解開題報(bào)告的撰寫方法、基本要求，完成開題報(bào)告；
2） 學(xué)習(xí)和掌握滾珠絲杠的有關(guān)知識，了解高速滾珠絲杠的關(guān)鍵技術(shù)及發(fā)展現(xiàn)狀；了解數(shù)控機(jī)床、加工中心對滾珠絲杠的要求；總結(jié)滾珠絲杠的設(shè)計(jì)要點(diǎn)、技術(shù)關(guān)鍵及發(fā)展方向；力爭提出滾珠絲杠設(shè)計(jì)的發(fā)展方向；
3） 按題目要求，設(shè)計(jì)一種滿足數(shù)控機(jī)床進(jìn)給運(yùn)動(dòng)需要的滾珠絲杠，完成結(jié)構(gòu)圖，給出必要的計(jì)算說明；
4） 編寫設(shè)計(jì)說明書；
5） 翻譯本專業(yè)外文科技文獻(xiàn)一份。
畢 業(yè) 設(shè) 計(jì) 任 務(wù) 書
3．對畢業(yè)設(shè)計(jì)成果的要求：
1）滾珠絲杠結(jié)構(gòu)圖；
2）滾珠絲杠的研究及設(shè)計(jì)說明書一份；
3）本專業(yè)外文科技文獻(xiàn)譯文一份。
4．畢業(yè)設(shè)計(jì)工作進(jìn)度計(jì)劃：
起 迄 日 期
工 作 內(nèi) 容
2016年
02月29日 ~03月21日
03月22日 ~04月30日
05月01日 ~05月20日
05月21日 ~05月31日
06月01日 ~06月05日
分析課題要求，查閱相關(guān)文獻(xiàn)資料，了解滾珠絲杠的國內(nèi)外現(xiàn)狀及發(fā)展趨勢，提出自己的設(shè)計(jì)思路，完成開題報(bào)告；
全面掌握滾珠絲杠的基本知識，了解高速機(jī)床對進(jìn)給導(dǎo)軌的要求，了解滾珠絲杠的設(shè)計(jì)特點(diǎn)；分析總結(jié)滾珠絲杠的發(fā)展方向；
完成滾珠絲杠結(jié)構(gòu)圖設(shè)計(jì)；
完成研究總結(jié)及設(shè)計(jì)說明書
撰寫答辯講稿，準(zhǔn)備答辯；
學(xué)生所在系審查意見：
同意開題
系主任： 暴建崗
2016年3月 3日
International Journal of Machine Tools & Manufacture 47 (2007) 19781987A novel simple and low cost 4 degree of freedom angular indexingcalibrating technique for a precision rotary tableW. Jywea,?, C.J. Chenb, W.H. Hsieha, P.D. Linb, H.H. Jwoa, T.Y. YangaaNational Formosa University, Department of Automation Engineering, No. 64 Wenhua Rd., Huwei, Taiwan, ROCbNational Cheng-Kung University, Department of Mechanical Engineering, No. 1, University Rd., Tainan, Taiwan, ROCReceived 30 October 2006; received in revised form 1 February 2007; accepted 13 February 2007Available online 25 February 2007AbstractFor calibrating an angular rotary table, either a high precision standard table or a laser interferometer and related optics are normallyemployed at high cost. This paper establishes a novel, simple and low cost technique to calibrate the 4-degrees-of-freedom (DOF) errorsof a rotary table (three angular position errors and one linear position error) for a 3601 full circle by employing one reference rotary table,one 1 dimensional (1D) grating and two 2 dimensional (2D) position-sensing-detectors (PSD). With this technique, no highly accuratereference rotary table, but with good repeatability is needed. After two full circle tests, the 4-DOF errors of both the target rotary tableand the reference rotary table could be obtained. The system calibration, stability test, system verification and full circle test werecompleted. The angular stability of this system was less then 2arcsec, while the displacement stability was less than 1.2mm.r 2007 Elsevier Ltd. All rights reserved.Keywords: Rotary table calibration; Full circle test; Grating; Position sensing detector; 4 Degree of freedom measurement; Error separation1. IntroductionA rotary table is frequently used in industry in suchthings as machine tools, CMM and assembly lines.Therefore, the calibration of the rotary table is veryimportant. The calibration of the rotary table requires anangle measurement instrument, and the conventionalinstruments are the rotary encoder, the laser interferom-eter, the autocollimator and the precision level. A rotaryencoder 1 is commonly used in indexing measurement in arotary machine, e.g. a rotary table of the multi-axismachine tool, the joint of a robot, the spindles of machinetools and the indexing of a ball screw. However, the rotaryencoder is only suitable for the indexing error measure-ment. A laser interferometer 2 has often been used tomeasure a small angle, but it can only obtain indexing errorduring an indexing test. An autocollimator 3 is frequentlyused to measure small angles and it can be applied to twodimensional (2D) angle measurement (pitch error and yawerror), but its measurement range is small and it requireone standard polygon mirror. A rotary table has 6 DOFerrors (3 linear position errors and 3 angular positionerrors), but conventional instruments can only measureeither one dimensional (1D) error or 2D errors. Thecomplete calibration procedure of a rotary table requires 6DOF measurement for a 3601 full circle, but the measure-ment range of most measurement systems is smaller than101.Thereforethemeasurementrangeofthelaserinterferometer and autocollimator are not enough and, inaddition, they are expensive. The conventional calibrationtechnique of the rotary table for a 3601 full circle requiresone reference rotary table, which must have high accuracyand high repeatability. The error of the reference rotarytable could then be ignored from the measurement results.The instrument usually recorded one time when the targetrotary table was rotated clockwise and the reference rotarytable was rotated counterclockwise. In general, one rotarytable calibration for a 3601 full circle requires 36 recordingif the sampled period of measurement system is 101. If aARTICLE IN PRESS front matter r 2007 Elsevier Ltd. All rights reserved.doi:10.1016/j.ijmachtools.2007.02.004?Corresponding author. National Formosa University, Department ofAutomation Engineering, No. 64 Wenhua Rd., Huwei, Taiwan, ROC.Tel.: +88656315402; fax: +88656311500.E-mail addresses: jywesunws.nfu.edu.tw (W. Jywe),pmc2sunws.nfu.edu.tw (C.J. Chen), allennfu.edu.tw (W.H. Hsieh),pdlinmail.ncku.edu.tw (P.D. Lin), schongnfu.edu.tw (H.H. Jwo), (T.Y. Yang).more complete test is implemented, the calibration processwill takes a long time.In general, the rotary table includes the index error,wobble error and eccentricity. But conventional rotarytable calibration techniques (laser interferometer or auto-collimator) only calibrate the index error and the wobbleerror. However, the high precision rotary table must becalibrated in more details. Through the complete rotarytable calibration, the errors of rotary table can becompensated. In this paper, the errors of rotary table weredefined by 6 DOF, i.e. three linear position errors (dx, dy,dz) and three angular position errors (ex, ey, ez). The indexerror was represented by ez, the wobble error wasrepresented by exand ey, the eccentricity was representedby dxand dy.In recent years, angular measuring techniques havefocused on the interferometric methods. In 1992, Huanget al. 4 developed a small angle measurement systemwhich was based on the internal reflection effect in a glassboundary and Fresnels law. In Huangs system, theresolution was 0.2arcsec and the measuring range was3arcsec. In 1996, Xiaoli et al. 5 established a 2D smallrotation angle-measurement system using two differentparallel interference patterns (PIP) that were orthogonal toeach other. The standard deviation of Xiaolis system was0.6arcsec. In the following year Xiaoli et al. 6 improvedtheir system so that its resolution was 0.2arcsec andmeasuring range was 730arcmin. In 1997, Chiu et al. 7established a modified angle measurement technique with aresolution of 0.333arcsec and a measuring range of 75.61.At its optimum performance, the systems resolution was0.288arcsec. In 1998, Zhou and Cai 8 established anangle measurement technique which was based on thetotal-internal reflection effect and heterodyne interferome-try. The system resolution was better than 0.3arcsec,depending on the refractive index selected. In 1998, Huanget al. 9 established a method of angle measurement, basedon the internal reflection effects, that used a single right-angle prism. They demonstrated that angle measurementwith a range of 7500arcmin, a nonlinearity error of70.1%, and a resolution of 0.1arcsec could be readilyachieved. In 1999, Guo et al. 10 developed an opticalmethod for small angle measurement based on surface-plasma resonance (SPR), and a measurement resolutionof 0.2arcsec was achieved experimentally. In 2003, Geand Makeda 11 developed an angle-measurement tech-niquebasedonfringeanalysisforphase-measuringprofilometry. The measurement range was 72160arcsecand the deviation from linearity was better than 70.02arcsec. In 2004, Chiu et al. 12 developed an instru-ment for measuring small angles using multiple totalinternal reflections in heterodyne interferometry, and theangular resolution was better than 0.454arcsec over themeasurement range ?2.121pyp2.121 for 20 total-internalreflections.Most angle-measurement technique research focuses on 1Dangle measurement and interferometric angle measurement,and2Dmeasurementalsofocusesoninterferometrictechniques. However, interferometric systems are expensiveand complex, and cannot be used extensively in industry.Therefore, the low cost and multiple DOF measurementsystem is needed for rotary table calibration. The positionsensing detector (PSD) could be used to measure the rotarypart error, the speed of rotary part, the rotation directionof rotary part, the angular position, and the indexing error13,14. Jywe et al. employed two PSDs and one reflectivegrating to test rotary table performance 15, but itsmeasurement range was small (o11). In 15, no full circletest was implemented and no analytic solution wasprovided. However, for the general rotary table calibra-tion, the 3601 full circle test is necessary. This paper bothdescribes the building of one 4-DOF measurement systemand establishes a novel technique for rotary table full circletest. The 4-DOF system presented in this paper comprisesone 1D reflection grating, one laser diode, four PSDs andone reference rotary table.The laser interferometer and the autocollimator weremost used rotary table measurement system. However, inrotary table calibration process, the laser interferometerand the autocollimator need a high accuracy referencerotary table and a polygon mirror, respectively. Therefore,using the laser interferometer or autocollimator to calibraterotary table is expensive. Because , the cost of 1D reflectiongrating, PSD, signal conditioning unit of PSD and laserdiode and rotary table is about15of one laser interferometersystem or12of one autocollimator system. Moreover, in thepresented method, no high accurate reference rotary table,but with good repeatability is needed. Even the indexingerror and the geometric error of the reference rotary tableis large, they will be obtained by the presented method.2. The 4-DOF measurement systemIn this paper, the 4-DOF measurement system includesone reference rotary table, one 1D grating, one laser diode,two PSDs, two PSD processors, one A/D card and onepersonal computer (PC). Fig. 1 shows the schematicdiagram. The reference rotary table was placed on thetarget rotary table then the 1D grating was mounted on therotary table by the fixture. The laser diode and PSDs wereplaced near the 1D grating. The laser beam from the laserdiode was projected onto a 1D grating and then the 1Dgrating produced many diffraction light beams. In thispaper, the +1 order and ?1 order diffraction light beamare used, and two PSDs were used to detect the diffractionlight beam. Generally six geometric errors are defined on arotary table, namely three linear position errors and threeangular position errors (pitch, roll, and yaw). The threelinear position errors are dx, dyand dz, and the threeangular position errors are ex, eyand ez, respectively. Inaddition, there are eccentricity between the grating and theaxis of the rotary table, which are defined as Dxand Dy.The distance from the light point on the grating to therotary table origin point is h0.ARTICLE IN PRESSW. Jywe et al. / International Journal of Machine Tools & Manufacture 47 (2007) 197819871979The outputs of PSDs were effect by the Dy, dy, ex, eyandez. Therefore, the PSD A x-axis output isPAx l1siny 2?z ? siny? Dy dytany l1sinycos2?z cosysin2?z? siny? Dy dytany,1where y is the diffraction angle of the grating, l1is thedistance between the PSD and the grating. The diffractionequation of the grating isnl dsiny ? siny0,(2)where n is the order of diffraction, d is the grating constant,l is the wavelength of the laser source, y0is the incidentangle and y is the diffraction angle. In this paper, d is1/600mm, l 650nm and n 1. Therefore, the diffractionangle y is 22.9541.The PSD A y-axis output isPAy h0sin?x l1tan2?x l1siny h0sin?ytan?y.(3)The PSD B x-axis output isPBx l1siny ? siny ? 2?z? ? Dy dytany l1siny ? sinycos2?z cosysin2?z? Dy dytany.4The PSD B y-axis output isPBy h0sin?x l1tan2?x? l1siny ? h0sin?ytan?y.(5)From the above equations, the four geometric errors can bederived. ezis?z12sin?1PAx PBx2l1cosy?,(6)orl1PAx PBx2cosysin2?z.(7)From Eq. (7), the distance between the grating and PSDcan be calculated, if the ezis known. The linear error in they direction isDy dyPAx? l1sinycos2?z cosysin2?z? siny?tanyl1siny ? sinycos2?z cosysin2?z? ? PBxtany. 8In a full circle test, Dyis constant, dyis the function valueof the rotary angle and the summation of dyis zero.Therefore, Eq. (8) can be rewritten asdyl1siny ? sinycos2?z cosysin2?z? ? PBxtany? Dy.(9)From Eqs. (3) and (5), eyis?y tan?1PAy? PBy2l1siny?.(10)The summation of the PSD A y-axis and the PSD B y-axisisPAy PBy 2h0sin?x l1tan2?x 2h0sin?ytan?y.(11)Because h0sin?x5l1, Eq. (11) can be written as?x12tan?1PAy PBy? 2h0sin?ytan?y2l1?.(12)From Eqs. (6), (9), (10) and (12), the dy, ex, eyand ezcan beobtained throughout the PSD A and PSD B outputs.ARTICLE IN PRESSFig. 1. The schematic diagram of the 4-DOF measurement system.W. Jywe et al. / International Journal of Machine Tools & Manufacture 47 (2007) 1978198719803. The model of the full circle testThe measurement range of most instruments is lessthan 101, so the complete calibration of a rotary tablerequires a special method. In normal rotary table calibra-tion, the autocollimator uses one polygon mirror and thelaser interferometer uses one reference rotary table. In thispaper, the technique also requires one reference rotarytable, but the requirement of the reference rotary table isonly that the errors of reference rotary table must berepeatable. In 1994, Lin 16 established a rotary tablecalibration technique which could measure the indexingerror of the rotary table for a 3601 full circle. However,the technique could only measure the indexing error.Consequently, an improved technique is established inthis section. When the errors of the reference rotarytable were considered, the geometric errors of the rotarytable are?x ?xt ?xr;dx dxt dxr,?y ?yt ?yr;dy dyt dyr,?z ?zt? ?zr;dz dzt dzr,13where ezis the index difference between the target rotarytable and the reference rotary table, and it accumulativelyvaries during the calibration procedure. The ex, ey, dx, dyand dzare not accumulative. Because one full circle testneeds two tests, the repeatability of the target rotary tableand the reference rotary table must be good, otherwise themeasured results will not repeat.The basic requirement of the calibrating technique isthat the target rotary table under calibration can berotated the same step size as the reference rotary table indifferent orientations, say on for clockwise and the othercounter-clockwise. Each sector of the table under testhas been compared with every sector of the referenceone in order to build the first set of data. For example,one rotary table was tested at 12 angular positionpoints around 3601 (i.e. at 01,301,601,y,3301), whichwere equally spaced segmented in the target rotarytable and the reference rotary table. At the start inthe first test, after the target rotary table and referencerotary table were set at 01 the first set of sample was takenby personal computer. Then, the target rotary table wasrotated 301 clockwise and the reference rotary table wasrotated 301 counter-clockwise and the other sets of samplewere taken by personal computer. From the aboveexperiment process, the following relationship can bederived:?z11 ?zt1? ?zr1,?z12 ?zt2? ?zr2,.?z1n ?ztn? ?zrn,14where ez1nis the first set of angular readings and n is thenumber of increments over 3601. The subscript t of thesymbol ezt1means the error of the target rotary tableand the subscript r means the error of the referencerotary table.In the second test of full circle test, the target rotarytable and reference rotary table was set to 01 again andthereferencerotarytablewasincrementedbyonenominal step (ex. 301). After the rotation of the referencerotary table, the first set of sample was taken. Then,the target rotary table was rotated 301 clockwise andthe reference rotary table was rotated 301 counter-clock-wise and the other sets of sample were taken. Fromthe above experiment process, the results of second testwere obtained. Then, the flowing relationship can bederived:?z21 ?zt1? ?zr2,?z22 ?zt2? ?zr3,.?z2n ?ztn? ?zr1,15where ez2nis the second set of angular readings and n is thenumber of increments over 3601. The two sets of measureddata can then be rearranged as follows:ARTICLE IN PRESS1000?10000?00100?0?1000?00010?00?100?0.1000?0?1000?00100?00?100?00010?000?10?0.0.0.0.0?1.?1.0.0.0.0?.02666666666666666666437777777777777777775?zt1?zt2?zt3.?zr1?zr2?zr3.?zrn2666666666666666666437777777777777777775?z11?z12?z13.?z21?z22?z23.?z2n2666666666666666666437777777777777777775(16)W. Jywe et al. / International Journal of Machine Tools & Manufacture 47 (2007) 197819871981and the original augmented matrix is shown as:1000?10000?z110100?0?1000?z120010?00?100?z13.1000?0?1000?z210100?00?100?z220010?000?10?z23.0.0.0.0?1.?1.0.0.0.0?.?z2n2666666666666666666437777777777777777775.(17)An augmented matrix of the reduced system can then bederived as follows:1000?10000?0?z110100?0?1000?0?z120010?00?100?0?z13.0000?1?1000?0?z21? ?z110000?01?100?0?z22? ?z120000?001?10?0?z23? ?z13.0000?10000?1Pn?1i1?z2i? ?z1i0000?10000?1?z2n? ?z1n266666666666666666666664377777777777777777777775.(18)From the last two rows in the reduced matrix, it can beshown that?zr1? ?zrnXn?1i1?z2i? ?z1i ?z2n? ?z1n,(19)orXn?1i1?z2i? ?z1i 0.Since Eq. (18) is linear-dependent, more equations arerequired. An assumption is again made to presume that noclosing error exists within the reference rotary table andconsequently the following equation can be derived:?zr1 ?zr2 ?zr3 ? ? ? ?zrn?1 ?zrn 360?.(20)ARTICLE IN PRESSFig. 2. Photograph of the 4DOF measurement system with 4 PSD.Table 1Components of the prototype 4-DOF measurement systemPSDUDT SC-10D, active area 100mm2PSD signalprocessorOn-Trak OT-301PCIntel Pentium4 2.0G 256MB RAM 40G HDA/D CardAdvantech PCI-1716, 16 bit, sampling range710V, Max. sampling frequency 250kHzLaser diodel 635nm, 5mW1D GratingRolled diffraction grating, 600grooves per mm,AutocollimatorNewPort LDS Vector, measurement range:2000mradFig. 3. Calibration results (b) standard deviation.W. Jywe et al. / International Journal of Machine Tools & Manufacture 47 (2007) 197819871982Eq. (20) is then incorporated into the augmented matrix inEq. (18) to give the following:1000?10000?0?z110100?0?1000?0?z120010?00?100?0?z13.1000?0?1000?0?z210100?00?100?0?z220010?000?10?0?z23.0000?1?10000?0?z2n0000?011111?136026666666666666666666643777777777777777777775.(21)Finally, using the Gaussian Elimination method, the actualindividual angle eztiand ezriat each target position can becalculated. The calculation of exti, exri, eyti, eyri, dxti, dxri, dyti,dyri, dztiand dzriis different to eztiand ezri. For instance,?x11 ?xt1 ?xr1,?x12 ?xt2 ?xr2,.?x1n ?xtn ?xrn22and?x21 ?xt1? ?xr2,?x22 ?xt2? ?xr3,.?x2n ?xtn? ?xr1.23The summation of exriis?xr1 ?xr2 ?xr3 ? ? ? ?xrn?1 ?xrn 0?.(24)ARTICLE IN PRESSFig. 4. Stability test results (a)(d).W. Jywe et al. / International Journal of Machine Tools & Manufacture 47 (2007) 197819871983Therefore, the matrix of extiand exriis1000?10000?0?x110100?0?1000?0?x120010?00?100?0?x13.1000?0?1000?0?x210100?00?100?0?x220010?000?10?0?x23.0000?1?10000?0?x2n0000?011111?1026666666666666666666643777777777777777777775.(25)Similarly,1000?10000?0?y110100?0?1000?0?y120010?00?100?0?y13.1000?0?1000?0?y210100?00?100?0?y220010?000?10?0?y23.0000?1?10000?0?y2n0000?011111?102666666666666666666666437777777777777777777775,(26)1000?10000?0dy110100?0?1000?0dy120010?00?100?0dy13.1000?0?1000?0dy210100?00?100?0dy220010?000?10?0dy23.0000?1?10000?0dy2n0000?011111?102666666666666666666666437777777777777777777775.(27)This technique can be used in the rotary table 6-DOFcalibration, but in this paper, the measurement systemcould only measure 4-DOF errors, so this paper lists onlyfour equations (Eqs. (21), (25)(27).The recorded count was based on the measurementrange of the system. For example, the measurement rangeof Lins system (laser interferometer) 16 was about 101.Therefore, one full circle test must record at least 36 pointsduring the first and second tests, respectively.4. Experimental results and discussionIn this paper, the calibration of the 4-DOF measurementsystem, system stability, system verification and full circletest were accomplished. The photograph of this system wasshown in Fig. 2. Components not shown in Fig. 2 include adesktop PC connected to the PSD signal processor via anA/D card. The component specifications were listed inTable 1.4.1. System calibrationSystem calibration was the first experiment. In thisexperiment, the NewPort autocollimator was used toprovide the reference angular position. Its measurementrange was 7410arcsec, r
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