Jinsong Zhao , Xiaoxuan Gong , Zhenghong Yao , Chunyu Zhao , Mengtao Xu , Guoping Shi , Yimin Zhang
{"title":"基于可靠性的滚珠丝杠进给系统关键部件设计优化","authors":"Jinsong Zhao , Xiaoxuan Gong , Zhenghong Yao , Chunyu Zhao , Mengtao Xu , Guoping Shi , Yimin Zhang","doi":"10.1016/j.mechmachtheory.2025.106151","DOIUrl":null,"url":null,"abstract":"<div><div>As a critical component in high-precision mechanical transmission systems, the design of ball screws directly affects transmission accuracy and overall system stability. Aiming at the shortcomings of traditional deterministic design methods in processing machining errors and material uncertainties, this paper proposes a reliability‑based design optimization (RBDO) for a ball screw feed system (BSFS). The proposed multi‑objective framework maintains machining accuracy while minimizing system mass and maximizing dynamic performance, subject to nonlinear stiffness reliability constraints. Computational efficiency is improved by employing a Kriging surrogate model to approximate complex numerical calculations. A global optimum is identified by integrating an efficient meta‑heuristic algorithm. The proposed dynamic model is verified by static loading tests, modal hammering tests, and vibration response experiments. The numerical simulation demonstrates that, compared to traditional deterministic design, system stiffness reliability is increased from 74.25 % to 93.51 %, and system mass is reduced by about 8 %, while the natural frequency remains nearly unchanged. The potential value of this research is to guide the optimization of BSFS at the design stage.</div></div>","PeriodicalId":49845,"journal":{"name":"Mechanism and Machine Theory","volume":"214 ","pages":"Article 106151"},"PeriodicalIF":4.5000,"publicationDate":"2025-07-12","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":"0","resultStr":"{\"title\":\"Reliability-based design optimization of key components in the ball screw feed system\",\"authors\":\"Jinsong Zhao , Xiaoxuan Gong , Zhenghong Yao , Chunyu Zhao , Mengtao Xu , Guoping Shi , Yimin Zhang\",\"doi\":\"10.1016/j.mechmachtheory.2025.106151\",\"DOIUrl\":null,\"url\":null,\"abstract\":\"<div><div>As a critical component in high-precision mechanical transmission systems, the design of ball screws directly affects transmission accuracy and overall system stability. Aiming at the shortcomings of traditional deterministic design methods in processing machining errors and material uncertainties, this paper proposes a reliability‑based design optimization (RBDO) for a ball screw feed system (BSFS). The proposed multi‑objective framework maintains machining accuracy while minimizing system mass and maximizing dynamic performance, subject to nonlinear stiffness reliability constraints. Computational efficiency is improved by employing a Kriging surrogate model to approximate complex numerical calculations. A global optimum is identified by integrating an efficient meta‑heuristic algorithm. The proposed dynamic model is verified by static loading tests, modal hammering tests, and vibration response experiments. The numerical simulation demonstrates that, compared to traditional deterministic design, system stiffness reliability is increased from 74.25 % to 93.51 %, and system mass is reduced by about 8 %, while the natural frequency remains nearly unchanged. The potential value of this research is to guide the optimization of BSFS at the design stage.</div></div>\",\"PeriodicalId\":49845,\"journal\":{\"name\":\"Mechanism and Machine Theory\",\"volume\":\"214 \",\"pages\":\"Article 106151\"},\"PeriodicalIF\":4.5000,\"publicationDate\":\"2025-07-12\",\"publicationTypes\":\"Journal Article\",\"fieldsOfStudy\":null,\"isOpenAccess\":false,\"openAccessPdf\":\"\",\"citationCount\":\"0\",\"resultStr\":null,\"platform\":\"Semanticscholar\",\"paperid\":null,\"PeriodicalName\":\"Mechanism and Machine Theory\",\"FirstCategoryId\":\"5\",\"ListUrlMain\":\"https://www.sciencedirect.com/science/article/pii/S0094114X2500240X\",\"RegionNum\":1,\"RegionCategory\":\"工程技术\",\"ArticlePicture\":[],\"TitleCN\":null,\"AbstractTextCN\":null,\"PMCID\":null,\"EPubDate\":\"\",\"PubModel\":\"\",\"JCR\":\"Q1\",\"JCRName\":\"ENGINEERING, MECHANICAL\",\"Score\":null,\"Total\":0}","platform":"Semanticscholar","paperid":null,"PeriodicalName":"Mechanism and Machine Theory","FirstCategoryId":"5","ListUrlMain":"https://www.sciencedirect.com/science/article/pii/S0094114X2500240X","RegionNum":1,"RegionCategory":"工程技术","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":null,"EPubDate":"","PubModel":"","JCR":"Q1","JCRName":"ENGINEERING, MECHANICAL","Score":null,"Total":0}
Reliability-based design optimization of key components in the ball screw feed system
As a critical component in high-precision mechanical transmission systems, the design of ball screws directly affects transmission accuracy and overall system stability. Aiming at the shortcomings of traditional deterministic design methods in processing machining errors and material uncertainties, this paper proposes a reliability‑based design optimization (RBDO) for a ball screw feed system (BSFS). The proposed multi‑objective framework maintains machining accuracy while minimizing system mass and maximizing dynamic performance, subject to nonlinear stiffness reliability constraints. Computational efficiency is improved by employing a Kriging surrogate model to approximate complex numerical calculations. A global optimum is identified by integrating an efficient meta‑heuristic algorithm. The proposed dynamic model is verified by static loading tests, modal hammering tests, and vibration response experiments. The numerical simulation demonstrates that, compared to traditional deterministic design, system stiffness reliability is increased from 74.25 % to 93.51 %, and system mass is reduced by about 8 %, while the natural frequency remains nearly unchanged. The potential value of this research is to guide the optimization of BSFS at the design stage.
期刊介绍:
Mechanism and Machine Theory provides a medium of communication between engineers and scientists engaged in research and development within the fields of knowledge embraced by IFToMM, the International Federation for the Promotion of Mechanism and Machine Science, therefore affiliated with IFToMM as its official research journal.
The main topics are:
Design Theory and Methodology;
Haptics and Human-Machine-Interfaces;
Robotics, Mechatronics and Micro-Machines;
Mechanisms, Mechanical Transmissions and Machines;
Kinematics, Dynamics, and Control of Mechanical Systems;
Applications to Bioengineering and Molecular Chemistry