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Accurate Modeling and Measurement for Preload in Double-Nut Ball Screws

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Abstract Accurate measurement of ball screw preload, critical for performance optimization, remains a persistent challenge due to the limitations inherent in conventional methods. Based on the validated applicability of Stribeck theory to screw friction behavior, this study establishes a direct relationship between dynamic preload drag torque (DPDT) and preload force through the coefficient of friction (COF), thereby developing a comprehensive methodology for preload calculation. A novel Stribeck-based COF model was established through synchronous measurements under various conditions as a benchmark case. Decomposition of the total DPDT into Coulomb, viscous, and Stribeck-effect components reveals distinct regimes. Simplified empirical equations for preload were further derived through Taylor expansion. Validation demonstrates a mean error below 5% across operating conditions, outperforming traditional formulas (an error of more than 30%). It provides a robust methodology for high-accuracy preload measurement in double-nut ball screws, advancing the fundamental understanding of friction behavior in precision transmission systems and laying the foundation for developing universal models in subsequent research.
Title: Accurate Modeling and Measurement for Preload in Double-Nut Ball Screws
Description:
Abstract Accurate measurement of ball screw preload, critical for performance optimization, remains a persistent challenge due to the limitations inherent in conventional methods.
Based on the validated applicability of Stribeck theory to screw friction behavior, this study establishes a direct relationship between dynamic preload drag torque (DPDT) and preload force through the coefficient of friction (COF), thereby developing a comprehensive methodology for preload calculation.
A novel Stribeck-based COF model was established through synchronous measurements under various conditions as a benchmark case.
Decomposition of the total DPDT into Coulomb, viscous, and Stribeck-effect components reveals distinct regimes.
Simplified empirical equations for preload were further derived through Taylor expansion.
Validation demonstrates a mean error below 5% across operating conditions, outperforming traditional formulas (an error of more than 30%).
It provides a robust methodology for high-accuracy preload measurement in double-nut ball screws, advancing the fundamental understanding of friction behavior in precision transmission systems and laying the foundation for developing universal models in subsequent research.

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