吉林大学学报(工学版) ›› 2025, Vol. 55 ›› Issue (9): 2892-2901.doi: 10.13229/j.cnki.jdxbgxb.20250446

• 车辆工程·机械工程 • 上一篇    

行星滚柱丝杠滚滑运动机理分析及试验

刘志峰1,2(),李伟宁1,齐宝宝1,2,3(),陈传海1,2,3,侍威4,张兆晶4,谭晓庆5,邬昌军6   

  1. 1.吉林大学 数控装备可靠性教育部重点实验室，长春 130022
    2.吉林大学 吉林省高端数控装备先进制造与智能技术重点实验室，长春 130022
    3.吉林大学 重庆研究院，重庆 401120
    4.北京精密机电控制设备研究所，北京 100076
    5.陕西汉江机床有限公司，陕西 汉中 723003
    6.郑州轻工业大学 机电工程学院，郑州 450002
  • 收稿日期:2025-04-12 出版日期:2025-09-01 发布日期:2025-11-14
  • 通讯作者: 齐宝宝 E-mail:lzfjlu@jlu.edu.cn;qibaobao@jlu.edu.cn
  • 作者简介:刘志峰（1973-），男，教授，博士.研究方向：高端数控装备可靠性与精度保持性.E-mail：lzfjlu@jlu.edu.cn
  • 基金资助:
    国家重点研发计划项目(2023YFB3406400);国家自然科学基金项目(52305261);重庆市自然科学基金面上项目(CSTB2023NSCQ-MSX0473)

Mechanism analysis and experimental of rolling⁃sliding motion in planetary roller screw

Zhi-feng LIU1,2(),Wei-ning LI1,Bao-bao QI1,2,3(),Chuan-hai CHEN1,2,3,Wei SHI4,Zhao-jing ZHANG4,Xiao-qing TAN5,Chang-jun WU6   

  1. 1.Key Laboratory of CNC Equipment Reliability，Ministry of Education，Jilin University，Changchun 130022，China
    2.Jilin Key Laboratory of Advanced Manufacturing and Intelligent Technology for High-end CNC Equipment，Changchun 130022，China
    3.Chongqing Research Institute，Jilin University，Chongqing 401120，China
    4.Beijing Research Institute of Precise Electro Mechanicals and Controls，Beijing 100076，China
    5.Shaanxi Hanjiang Machine Tool Co. ，Hanzhong 723003，China
    6.College of Mechanical and Electrical Engineering，Zhengzhou University of Light Industry，Zhengzhou 450002，China
  • Received:2025-04-12 Online:2025-09-01 Published:2025-11-14
  • Contact: Bao-bao QI E-mail:lzfjlu@jlu.edu.cn;qibaobao@jlu.edu.cn

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摘要：

在考虑负载变形对接触状态影响的基础上，建立了虑及螺纹副负载变形的行星滚柱丝杠滚滑运动学模型，提出了基于运动协调条件的滚滑机理分析方法。依托滚柱丝杠运动特性试验平台，试验验证了滚滑运动机理分析模型，并量化揭示了滚动-滑动耦合运动机理。研究表明：轴向载荷的增加会显著加剧螺纹副的负载变形，导致滚动速度分量平均增大0.106%的同时滑动速度激增19.012%，从而使得滚滑性能下降，摩擦磨损加剧，进而影响滚柱丝杠的使用寿命。本研究揭示了行星滚柱丝杠的滚动-滑动耦合作用机制，为开展行星滚柱丝杠的结构优化与增滚降滑调控提供了理论依据与数据支撑，对提升其传动性能具有借鉴意义与参考价值。

关键词: 机械设计及理论, 滚柱丝杠, 滚滑机理, 负载变形

Abstract:

On the basis of considering the influence of load deformation on the contact state， a planetary roller screw rolling kinematics model considering the load deformation of thread pairs was established， and a rolling mechanism analysis method based on motion coordination conditions was proposed.Relying on a dedicated experimental platform for evaluating the motion characteristics of roller screws， the proposed analytical model of rolling-sliding motion was experimentally validated， and the coupled rolling-sliding mechanism was quantitatively revealed. The results indicate that increasing axial load significantly intensifies load-induced deformation within the thread pair， resulting in an average increase of 0.106% in the rolling velocity component and a dramatic increase of 19.012% in the sliding velocity component. This study elucidates the rolling-sliding coupling mechanism of planetary roller screws and provides both theoretical foundations and data support for structural optimization and rolling-enhancement/sliding-reduction strategies， offering valuable insights for improving transmission performance.

Key words: mechanical design and theory, roller screw, rolling and sliding mechanism, load-induced deformation

中图分类号: 

  • TH132.1

图1

滚柱螺纹牙示意图"

图2

滚柱两侧接触变形"

图3

轴向接触力示意图"

图4

滚柱丝杠坐标系关系示意图"

图5

滚柱丝杠螺纹牙截面示意图"

图6

接触点速度计算示意图"

图7

考虑负载变形的滚滑模型框架图"

图8

滚滑运动试验测试原理与方法"

表1

滚柱丝杠主要参数"

参数数值
丝杠滚柱
中径d/mm248
螺旋升角β/（°）2.281.37
导程l/mm30.6
牙型角θ/（°）9090

图9

丝杠转速"

图10

滚柱（螺母）轴向位移"

图11

滚柱转速"

图12

滚动速度验证"

图13

滑动速度验证"

图14

滚柱负载变形与接触半径的关系"

图15

丝杠负载变形与接触半径的关系"

图16

滚柱负载变形与接触半径的关系"

图17

丝杠负载变形与接触半径的关系"

图18

丝杠负载变形对滚滑速度的影响"

图19

滚柱负载变形对滚滑速度的影响"

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