Journal of Jilin University(Engineering and Technology Edition) ›› 2025, Vol. 55 ›› Issue (9): 2892-2901.doi: 10.13229/j.cnki.jdxbgxb.20250446

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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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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

CLC Number: 

  • TH132.1

Fig.1

Schematic diagram of roller threaded teeth"

Fig.2

Contact deformation on both sides of the roller"

Fig.3

Schematic diagram of axial contact force"

Fig.4

Schematic diagram of the relationship between the coordinate system of roller screws"

Fig.5

Schematic diagram of the thread tooth cross-section of the roller lead screw"

Fig.6

Schematic diagram of contact point velocity calculation"

Fig.7

Schematic diagram of the rolling-sliding model framework considering load-induced deformation"

Fig.8

principle and method of rolling-sliding motion testing"

Table 1

Main parameters of the roller screw"

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

Fig.9

Screw rotational speed"

Fig.10

Axial displacement of the roller （nut）"

Fig.11

Roller rotational speed"

Fig.12

Rolling speed verification"

Fig.13

Sliding speed verification"

Fig.14

Relationship between roller load-induced deformation and contact radius"

Fig.15

Relationship between screw load-induced deformation and contact radius"

Fig.16

Relationship between roller load-induced deformation and contact radius"

Fig.17

Relationship between screw load-induced deformation and contact radius"

Fig.18

Effect of lead screw load-induced deformation on rolling-sliding speed"

Fig.19

Effect of roller load-induced deformation on rolling-sliding speed"

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