Bearing characteristic analysis and modification design of differential planetary roller screw mechanism

QIAO Guan; ZHANG Xiaomin; LIAO Rong; TANG Shufeng; MA Shangjun

doi:10.16578/j.issn.1004.2539.2026.03.001

您当前的位置：

首页 >

文章列表页 >

Bearing characteristic analysis and modification design of differential planetary roller screw mechanism

Structural Design and Parameter Optimization | 更新时间：2026-05-27

- Bearing characteristic analysis and modification design of differential planetary roller screw mechanism
- Journal of Mechanical Transmission Vol. 50, Issue 3, Pages: 1-10(2026)
- 作者机构：
  
  1.内蒙古工业大学内蒙古自治区先进制造技术重点实验室，呼和浩特 010051
  2.西北工业大学陕西省机电传动与控制工程实验室，西安 710072
- 作者简介：
- 基金信息：
- DOI：10.16578/j.issn.1004.2539.2026.03.001
  CLC： TH132
- Received：23 October 2024，
  
  Published：15 March 2026
- 稿件说明：
移动端阅览
乔冠，张校民，廖荣，等. 差动式行星滚柱丝杠副承载特性分析及修形设计［J］. 机械传动，2026，50（3）：1-10.

QIAO Guan，ZHANG Xiaomin，LIAO Rong，et al. Bearing characteristic analysis and modification design of differential planetary roller screw mechanism［J］. Journal of Mechanical Transmission，2026，50（3）：1-10.
乔冠，张校民，廖荣，等. 差动式行星滚柱丝杠副承载特性分析及修形设计［J］. 机械传动，2026，50（3）：1-10. DOI： 10.16578/j.issn.1004.2539.2026.03.001.

QIAO Guan，ZHANG Xiaomin，LIAO Rong，et al. Bearing characteristic analysis and modification design of differential planetary roller screw mechanism［J］. Journal of Mechanical Transmission，2026，50（3）：1-10. DOI： 10.16578/j.issn.1004.2539.2026.03.001.

摘要

目的

差动式行星滚柱丝杠副是一种丝杠螺纹与滚柱环槽、滚柱环槽与螺母环槽相啮合的新型传动机构。研究了一种新型的五段式差动式行星滚柱丝杠副的承载特性。

方法

基于有限元法，对五段式差动式行星滚柱丝杠副建立有限元分析模型，进行了承载特性分析，并分析了不同设计参数对承载特性的影响，对环槽牙进行了修形设计。

结果

结果表明，滚柱与螺母接触段的应力、环槽牙载荷和应变均大于滚柱与丝杠接触段；滚柱与丝杠接触的2段中，应力、环槽牙载荷和应变的最大值均位于滚柱与丝杠啮合接触处的最左端；滚柱与螺母接触的3段中，应力和应变的最大值均位于滚柱与螺母啮合接触处的最右端。这表明，差动式行星滚柱丝杠副中存在载荷分布不均的现象。环槽牙相关设计参数对其载荷分布有着重要影响。当齿面圆弧半径为1.5 mm、环槽牙角度为50°和环槽牙倒角半径为0.02 mm时，滚柱与丝杠接触段的环槽牙承载最为均匀。当齿顶修形量为0.63 mm或齿根修形量为0.84 mm时，滚柱与丝杠接触段的环槽牙承载和应力分布均匀。修形设计可使滚柱环槽牙承载不均的现象得到有效改善，有利于延长差动式行星滚柱丝杠副的使用寿命。

Abstract

Objective

The differential planetary roller screw mechanism is a new type of transmission mechanism in which the screw thread is meshed with the roller ring groove

as well as the mesh between the roller ring groove and the nut ring groove. The bearing characteristics of a new type of five-stage differential planetary roller screw mechanism was investigated.

Methods

The analysis model was established and the bearing characteristics were analyzed based on the finite element method. Besides

the influence of different design parameters on the bearing characteristics was analyzed. Finally

the modification design was carried out.

Results

The results show that the stress

the load and strain of the ring groove of the contact section between the roller and the nut are larger than those of the contact section between the roller and the screw. The maximum values of stress

ring groove load and strain in the two sections of the contact between the roller and the screw are located at the leftmost end of the meshing contact. The maximum values of stress and strain in the three sections of the contact between the roller and the nut are located at the rightmost end of the meshing contacts. It is proved that there is an uneven load distribution in the differential planetary roller screw mechanism. The relevant design parameters of the ring groove teeth have an important influence on the load distribution. When the tooth surface arc radius is 1.5 mm

the angle of the ring groove teeth is 50° and the chamfer radius of the ring groove teeth is 0.02 mm

the load of the ring groove teeth in the contact section between the roller and the screw is the most uniform. When the tooth crest modification amount is 0.63 mm or the tooth root modification amount is 0.84 mm

the bearing and stress distribution of the ring groove teeth in the contact section between the roller and the screw are uniform. The modification design effectively improves the uneven bearing of the roller ring groove teeth

which is beneficial to prolong the service life of the differential planetary roller screw mechanism.

关键词

Keywords

references

MENG J J ， DU X ， LI Y M ， et al . A multiscale accuracy degradation prediction method of planetary roller screw mechanism based on fractal theory considering thread surface roughness ［J］. Fractal and Fractional ， 2021 ， 5 （ 4 ）： 237 .

YAO Q ， ZHANG M C ， LIU Y S ， et al . Multi-objective optimization of planetary roller screw mechanism based on improved mathematical modelling ［J］. Tribology International ， 2021 ， 161 ： 107095 .

HU R ， WEI P T ， LIU H J ， et al . Investigation on load distribution among rollers of planetary roller screw mechanism considering machining errors：analytical calculation and machine learning approach ［J］. Mechanism and Machine Theory ， 2023 ， 185 ： 105322 .

乔冠，郝志鹏，廖荣，等 . 反向式行星滚柱丝杠副的螺纹牙修形设计［J］. 机械传动， 2024 ， 48 （ 4 ）： 109 - 115 .

QIAO Guan ， HAO Zhipeng ， LIAO Rong ， et al . Thread tooth modification of the inverted planetary roller screw mechanism ［J］. Journal of Mechanical Transmission ， 2024 ， 48 （ 4 ）： 109 - 115 .

FU X J ， LIU G ， TONG R T ， et al . A nonlinear six degrees of freedom dynamic model of planetary roller screw mechanism ［J］. Mechanism and Machine Theory ， 2018 ， 119 ： 22 - 36 .

LIU Y Q ， WANG J S ， CHENG H X ， et al . Kinematics analysis of the roller screw based on the accuracy of meshing point calculation ［J］. Mathematical Problems in Engineering ， 2015 ， 2015 （ 6 ）： 303972 .

郑伟，祖莉，王凯 . 精密行星滚柱丝杠副行程误差影响因素试验研究［J］. 仪器仪表学报， 2021 ， 42 （ 9 ）： 214 - 224 .

ZHENG Wei ， ZU Li ， WANG Kai . Experiment research on influence factors of travel error of planetary roller screw pair ［J］. Chinese Journal of Scientific Instrument ， 2021 ， 42 （ 9 ）： 214 - 224 .

MA S J ， LIU G ， TONG R T ， et al . A frictional heat model of planetary roller screw mechanism considering load distribution ［J］. Mechanics Based Design of Structures and Machines ， 2015 ， 43 （ 2 ）： 164 - 182 .

ABEVI F ， DAIDIÉ A ， CHAUSSUMIER M ， et al . Static load distribution and axial stiffness in a planetary roller screw mechanism ［J］. Journal of Mechanical Design ， 2022 ， 138 （ 1 ）： 012301 .

KIM N S ， KIM K ， JONG S . Contact analysis and static load carrying capacity of planetary roller screw mechanism ［R/OL］. （ 2020-11-17 ）. https：//doi.org/10.21203/rs.3.rs-106438/v1 https://doi.org/10.21203/rs.3.rs-106438/v1 .

YAO Q ， ZHANG M C ， MA S J . Structural design for planetary roller screw mechanism based on the developed contact modelling ［J］. Tribology International ， 2022 ， 171 ： 107570 .

MENG J J ， DU X ， ZHAO X ， et al . Research on contact and wear characteristics of the planetary roller screw mechanism with screw misalignments ［J］. Lubricants ， 2022 ， 10 （ 6 ）： 115 .

BLINOV D S ， ZENKINA Y P ， NAKHATAKYAN F G . Contact interactions of the roller in a planetary roller screw and their influence on the load capacity ［J］. Russian Engineering Research ， 2022 ， 42 （ 9 ）： 884 - 890 .

DU X ， CHEN B K ， LIU R R ， et al . Research on fractal model of load distribution and axial stiffness of planetary roller screw mechanism considering surface roughness and friction factor ［J］. Advanced Theory and Simulations ， 2022 ， 5 （ 4 ）： 2100399 .

MIAO J C ， DU X ， LI C Y ， et al . Load distribution and radial deformations for planetary roller screw mechanism with axial load，radial load and turning torque ［J］. Mechanics Based Design of Structures and Machines ， 2024 ， 52 （ 4 ）： 1847 - 1873 .

MIAO J C ， DU X ， LI C Y ， et al . Lubrication and wear analysis of planetary roller screw mechanism with threaded surface roughness in thermal elastohydrodynamic lubrication ［J］. Tribology Transactions ， 2022 ， 65 （ 6 ）： 1069 - 1087 .

XIAO Y L ， FU J ， ZHAO Y S ， et al . Multi-objective optimization of planetary roller screw mechanism based on improved boundary condition ［J］. The International Journal of Advanced Manufacturing Technology ， 2023 ， 124 （ 11 ）： 4479 - 4491 .

HE H L ， WEI P T ， LIU H J ， et al . Three-dimensional parametric contact analysis of planetary roller screw mechanism and its application in grouping for selective assembly ［J］. Frontiers of Mechanical Engineering ， 2024 ， 19 （ 1 ）： 2 .

张文杰，刘更，马尚君，等 . 不同安装方式下行星滚柱丝杠副载荷分布研究［J］. 西北工业大学学报， 2015 ， 33 （ 2 ）： 229 - 236 .

ZHANG Wenjie ， LIU Geng ， MA Shangjun ， et al . Load distribution of planetary roller screw mechanism with different installations ［J］. Journal of Northwestern Polytechnical University ， 2015 ， 33 （ 2 ）： 229 - 236 .

张文杰，刘更，佟瑞庭，等 . 行星滚柱丝杠副螺纹牙均载设计方法研究［J］. 西北工业大学学报， 2016 ， 34 （ 3 ）： 499 - 507 .

ZHANG Wenjie ， LIU Geng ， TONG Ruiting ， et al . Thread load balance design method of planetary roller screw mechanism ［J］. Journal of Northwestern Polytechnical University ， 2016 ， 34 （ 3 ）： 499 - 507 .

刘淑敏，刘更，马尚君，等 . 不同工作温度下行星滚柱丝杠副载荷分布研究［J］. 机械传动， 2016 ， 40 （ 5 ）： 14 - 19 .

LIU Shumin ， LIU Geng ， MA Shangjun ， et al . Research of the load distribution of planetary roller screw mechanism under different working temperatures ［J］. Journal of Mechanical Transmission ， 2016 ， 40 （ 5 ）： 14 - 19 .

刘荣荣，陈永洪，杜兴，等 . 凸凹接触式行星滚柱丝杠的啮合承载特性［J］. 哈尔滨工业大学学报， 2022 ， 54 （ 1 ）： 49 - 57 .

LIU Rongrong ， CHEN Yonghong ， DU Xing ， et al . Meshing and bearing characteristics of convex-concave contact planetary roller screw mechanism ［J］. Journal of Harbin Institute of Technology ， 2022 ， 54 （ 1 ）： 49 - 57 .

付晓军，李欣，马尚君，等 . 柱销式双螺母行星滚柱丝杠预紧机理研究［J］. 机械工程学报， 2023 ， 59 （ 3 ）： 122 - 132 .

FU Xiaojun ， LI Xin ， MA Shangjun ， et al . Preload mechanism of the double-nut planetary roller screw mechanism with pins ［J］. Journal of Mechanical Engineering ， 2023 ， 59 （ 3 ）： 122 - 132 .

郑正鼎，陈兵奎，杜兴，等 . 差动式行星滚柱丝杠承载特性分析［J］. 重庆大学学报， 2020 ， 43 （ 12 ）： 23 - 32 .

ZHENG Zhengding ， CHEN Bingkui ， DU Xing ， et al . Analysis of bearing characteristics of differential planetary roller screw ［J］. Journal of Chongqing University ， 2020 ， 43 （ 12 ）： 23 - 32 .

郑正鼎 . 差动式行星滚柱丝杠传动特性理论研究［D］. 重庆：重庆大学， 2022 ： 45 - 46 .

ZHENG Zhengding . Theoretical study on transmission characteristics of differential planetary roller screw ［D］. Chongqing ： Chongqing University ， 2022 ： 45 - 46 .

张文杰 . 行星滚柱丝杠副螺纹牙载荷分布计算模型与方法［D］. 西安：西北工业大学， 2017 ： 39 - 42 .

ZHANG Wenjie . Calculation model and method of load distribution of thread teeth of planetary roller screw pair ［D］. Xi’an ： Northwestern Polytechnical University ， 2017 ： 39 - 42 .

郭辉，佟瑞庭，刘更，等 . 面向行星滚柱丝杠副载荷均布的螺纹牙修形方法［J］. 西北工业大学学报， 2018 ， 36 （ 4 ）： 685 - 692 .

GUO Hui ， TONG Ruiting ， LIU Geng ， et al . Thread modification method for load balance on planetary roller screw mechanism ［J］. Journal of Northwestern Polytechnical University ， 2018 ， 36 （ 4 ）： 685 - 692 .

Views

106

下载量

CSCD

Alert me when the article has been cited

提交

Tools

Publicity Resources

A new paradigm for quantifying lateral bending stiffness of belts on pipe belt conveyors

Tooth surface modification design and contact performance analysis of variable hyperbolic circular-arc-tooth-trace cylindrical gears

Method of calculation and test of dynamic tooth root strain for high-contact-ratio spur gears

Optimization design of structural parameters of fan diaphragm coupling under the high torque

Jacobian matrix establishment for parallel-serial hybrid robots based on end⁃effector screw describing coordinate system

Related Author

YUAN Chao

ZHU Hao

YU Junrui

HU Chengquan

SUN Guodong

ZHANG Yuan

ZHANG Mengchao

MA Dengqiu

Related Institution

LIBO Heavy Industries Science & Technology Co., Ltd.

College of Mechanical and Electronic Engineering, Shandong University of Science and Technology

School of Engineering, Zunyi Normal University

School of Mechanical and Electrical Engineering, Lanzhou University of Technology

Guizhou Huoyanshan Electrical Appliance Co., Ltd.

⁰