4.8 Article

Ball Screw Health Monitoring With Inertial Sensors

Journal

IEEE TRANSACTIONS ON INDUSTRIAL INFORMATICS
Volume 19, Issue 6, Pages 7323-7334

Publisher

IEEE-INST ELECTRICAL ELECTRONICS ENGINEERS INC
DOI: 10.1109/TII.2022.3210999

Keywords

Mechanical products; Monitoring; Degradation; Inertial sensors; Vibrations; Production; Data collection; Backlash estimation; ball screw; Index Terms; correlation analysis; health monitoring; inertial measurement unit (IMU)

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In industrial applications, mechanical wear on ball screw components can cause positioning accuracy loss, reducing operational reliability and reproducibility. This proposed method applies a two-phase data collection using inertial sensors for health monitoring and fault magnitude estimation. The online phase monitors ball screw degradation during normal production, while the offline phase quantifies the detected fault. This approach balances detailed information and production environment requirements. Validation results from a linear axis testbed experiment show that it is a pragmatic and promising method for fault detection and backlash error measurement.
In industrial applications, the mechanical wear on ball screw components can lead to a loss of positioning accuracy that reduces the operational reliability and reproducibility of production systems. Existing monitoring solutions are impractical for real industrial settings or are unable to provide quantifiable estimates of the magnitude of degradation. To address this, the proposed method strategically applies a two-phase data collection with inertial sensors to perform both health monitoring and fault magnitude estimation. The first, online phase offers a practical, nonintrusive means of monitoring the ball screw degradation during normal production operations. As deemed necessary by the first phase, the second, offline phase is implemented outside the production routine to physically quantify the detected fault. The combined methods offer a balanced approach that provides detailed information while still considering the requirements of a production environment. To validate the performance of this proposed strategy, a run-to-failure experiment was performed on a linear axis testbed. Validation results indicate that the method is a pragmatic and promising approach for incipient fault detection and absolute backlash error measurement in a linear axis.

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