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

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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Publication Details

Journal
Journal of Tribology
Published
2025-12-24
DOI
https://doi.org/10.1115/1.4070740
Primary Topic
Iterative Learning Control Systems
Type
article
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article

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

Zhou Changguang, Yu Chenliang, Ma Wenwu, Zhou Huaxi et al.
Journal of Tribology
Iterative Learning Control Systems
article

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

Zhou Changguang, Yu Chenliang, Ma Wenwu, Zhou Huaxi, Shen Junwan, Feng Hutian, Xie Jinglun
article en

Abstract

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.

Journal of TribologyVol. 148(6)
Wuhan Polytechnic University (CN), Nanjing University of Science and Technology (CN), Ministry of Industry and Information Technology (CN)
Openalex Percentile: Top 37%
Iterative Learning Control Systems
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