Topic 6 Power Transmission Elements II

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Topic 6 Power Transmission Elements II Topics: Screws! Gears! 000 Alexander Slocum 6-1

Screws! The screw thread is one of the most important inventions ever made HUGE forces can be created by screw threads, so they need to be carefully engineered: Leadscrews Physics of operation Stresses Buckling and shaft whip Mounting When HUGE forces are created by screws, the speed is often slow Always check to make sure the system delivers the force and speed required

Screws: Leadscrews & Ballscrews Leadscrews are essentially accurate screws used to move a nut attached to a load, and they have been used for centuries to convert rotary motion into linear motion Leadscrews are commonly used on rugged economy machine tools Efficiency in a leadscrew system may be 30-50%, Precision machine or those concerned with high efficiency often uses a ballscrew Sliding contact between the screw and nut is replaced by recirculating ball bearings and may have 95% efficiency Rotary Encoder Carriage AC Brushless Motor Flexible Coupling Bearing Housing Ballscrew Ballnut Support Bearings 000 Alexander Slocum 6-3

Screws: Forces To move a load with a screw thread: R Z df θ Lead angle θ θ df R - df Z sin α df N cos θ cos α df N Γ is the applied torque l Γ required µdf N sin θcos αdf df N Thread angle α β = l D pitch N µβ ( cosα π ) η raise = (cos α + ) Section of screw shaft thread Force screw shaft thread applies to the nut thread Common thread angle for manufacturing lower πµ β µβ ( cosα + π ) πµ β F desiredl F µ D = + πη η = ( cos α) µ is the coefficient of friction (0.1 typical for greased threads) D pitch is the pitch diameter of the screw thread is the lead of the thread (e.g., mm/revolution) D is the bolt head or thrust bearing diameter Screwforce.xls Spreadsheet for lifting force from a screw Written 3/08/01 by Alex Slocum desired Bolt _ head _ or _ thrust _ bearing Enter numbers in bold Be consistant with units! (in, lb or N, m or N, mm) Motor torque (input) 50 Motor speed (rpm) 100 Dthrustbearing 1 Dpitch 5 Lead 1.5 alpha, cos(alpha) 30 0.866054 Coefficients of friction muthrustbearing 0. muthreads 0. beta 0.5 To RAISE a load screwthread efficiency, etaraise 5.16% Without thrust bearing Force (output) 63. With thrust bearing Force (output) 5.1 Linear speed (mm/sec).08 To LOWER a load screwthread efficiency, etalower 54% Without thrust bearing Force (output) 134.6 With thrust bearing Force (output) 31.8 α is the thread angle (typically 30 degrees for a standard bolt) Based on a simple work-in=work-out (torque*one rev=force*lead (distance/rev) with efficiency of η: 60 Thread angle α for analysis 30 000 Alexander Slocum 6-4

Screws: Stresses Forces generated by screw threads creates tension & torsion The thread root is a stress concentration area (on the order of 1.5) The stresses, not including the stress concentration, are: σ The Von Mises equivalent stress is: σ tensile = π D 4 axial root _ diameter σ τ shear Minimum thread engagement length to avoid shearing: F 000 Alexander Slocum 6-5 F τ tensileequ ivelent = tensile + 3 shear = F Shear _ Nut _ Threads Bolt _ Tensile = π D 16 axial F 3 root _ diameter L Nut D + D σ π D π = 4 LNut DBolt leadscrew_design.xls Screwthread forces Enter numbers in BOLD, output in RED Written by Alex Slocum, last updated 1/17/03 Force (no help from gravity), thrust (N) 400 Lead, (mm) Coefficient of friction, mu 0.1 Screw pitch diameter, dscrew (mm) 0 Thrust bearing diameter, dthrust (mm) 5 Thread angle (deg), alpha (rad) 14.5 0.53 Thread root stress concentration, scf 1.5 Beta 0.1 Torque required at screw (N-mm) 54 Torque required at thrust bearing (N-mm) 500 Total torque (N-mm) 1,04 Backdriveable? NO Thread efficiency, et 3% Total system efficiency 1% Estimated torsional stress (N/mm^) 0.47 Tensile stress (N/mm^) 1.57 Mises equivelant stress (N/mm^).66 Gearbox ratio 1 Travel (mm) 50 Time to travel (s) 5 Motor speed (rpm, rad/s) 300 31 Gearbox efficiency 90% Motor torque (N-mm) 1158 Power (watts) 36 Thread _ outside _ diameter Thread _ root _ diameter yield Thread _ root _ diameter yield Root Diameter σ Diameter Pitch Diameter

Leadscrews: Buckling and Shaft Whip Leadscrews in compression can buckle Pull on a straw and it slips out of your hands Push on a straw and it will snap in half Buckling is a common failure mode in shafts If possible, put shafts in TENSION and avoid the problem! Leadscrews can easily generate forces that will make them buckle Heavily loaded leadscrews should ideally be used to PULL not PUSH loads! The calculations are EASY, DO THEM! (use the ROOT diameter and mks units!) Thermal expansion in precision systems can be overcome by pre-stretching a screw Leadscrews that spin too fast can excite shaft bending, shaft whip, and cause support bearing failure ω EI ρ L cei n = k 4 F buckle = L 6000 5000 Cantilevered Simply Supported Fixed-Simple Fixed-Fixed mode n k c k c k c k c 1 1.875.47 3.14 9.87 3.97 0. 4.730 39.5 4.694 6.83 7.069 7.853 3 7.855 9.45 10.10 10.996 4 10.996 1.566 13.35 14.137 n (n-1)π/ nπ (4n+1)π/4 (n+1)π/ Critical Speed (rpm) 4000 3000 000 1000 0 0.00 0.10 0.0 0.30 0.40 0.50 0.60 0.70 0.80 0.90 1.00 Position/Total travel length (m) 000 Alexander Slocum 6-6

Initial leadscrew shape Net shapes after assembly Initial linear bearing shape Leadscrews: Mounting Leadscrews used in robotics contests are often mounted using a radial sleeve bearing at one end, and journal and thrust bearings at the other end The bearings in gear motors are generally not designed to take the huge thrust loads that a leadscrew can generate Beware of constraints: either provide precision or compliance The only way to effectively mount a leadscrew to achieve a zero-slope end condition for maximum buckling resistance is to use a back-to-back arrangement of ball bearings This also generally involves the use of a ballscrew and is not used in simple.007 machines It is easy to make a leadscrew Screw threads can be cut directly into round, square, or hexagonal steel stock A square or hexagonal hole can be broached into a gear or pulley which can then be pressed onto the leadscrew 000 Alexander Slocum 6-7

Leadscrews: Differential Motion Differential motion can be used to create most excellent motions: Two independently rotating leadscrew nuts on a common screw shaft can enable components to move in the same or different directions simultaneously See US patent 6,194,859 X-Y positioner based on X axis motions A leadscrew with left and right hand threads can simultaneously move components together or apart See US patent 4,765,668 " Double End Effector A leadscrew with two different leads can create an incredibly small virtual lead Alex Slocum s first miniature 6 axis robot and double gripper! How do you get the screw in?! 000 Alexander Slocum 6-8

Leadscrews: Flexibility Leadscrews are used in many everyday applications How does a CD drive work? Must the pitch of a leadscrew be constant? See Expanding Gripper with Elastically Variable Pitch Screw, #5,839,769, Nov. 4, 1998 To reduce friction, could the gripper units threads be replaced with inclined rollers at different angles to achieve different effective leads? (I bet they could!) 000 Alexander Slocum 6-9

d D c α e L piston Leadscrews: Contest Machine Design Example β A How might we evolve a lifting strategy into a boom concept? What are the forces on the boom and where are they applied? What are its ranges of motion? How fast should it move the load? What is the desired resolution of motion? Use Matlab or a spreadsheet to study the effects of different design parameters? Ayr Muir-Harmony s awesome.007 machine! Leadscrew! R 000 Alexander Slocum 6-10 Y γ f φ X a B b L boom θ x F, y F F y F x M leadscrew_design.xls Screwthread forces Enter numbers in BOLD, output in RED Written by Alex Slocum, last updated 1/17/03 Force (no help from gravity), thrust (N) 400 Lead, (mm) Coefficient of friction, mu 0.1 Screw pitch diameter, dscrew (mm) 0 Thrust bearing diameter, dthrust (mm) 5 Thread angle (deg), alpha (rad) 30 0.54 Thread root stress concentration, scf 1.5 Beta 0.1 Torque required at screw (N-mm) 591 Torque required at thrust bearing (N-mm) 500 Total torque (N-mm) 1,091 Backdriveable? NO Thread efficiency, et % Total system efficiency 1% Estimated torsional stress (N/mm^) 0.5 Tensile stress (N/mm^) 1.57 Mises equivelant stress (N/mm^).71 Gearbox ratio 1 Travel (mm) 50 Time to travel (s) 5 Motor speed (rpm, rad/s) 300 31 Gearbox efficiency 90% Motor torque (N-mm) 113 Power (watts) 38