This research addresses accuracy limitations in non-circular gear machining by implementing an optimized servo control system for CNC hobbing processes. Traditional PID controllers exhibit significant tracking errors during the complex acceleration/deceleration cycles required for non-circular profiles. We develop a hybrid control architecture combining velocity/acceleration feedforward with PID/PI feedback and apply particle swarm optimization (PSO) to minimize time-weighted error integrals. Simulation results confirm substantial improvements in tracking precision for critical axes.
1. Non-Circular Gear Machining Dynamics
Non-circular gear machining involves synchronized multi-axis motion governed by complex kinematics. The fundamental relationships between hob rotation (ωb), workpiece rotation (ωc), and radial feed velocity (vx) are defined as:
$$ \begin{cases} \omega_c = \frac{k m}{2} \cdot \left( r + \frac{d^2r}{d\theta^2} \right) \cdot \omega_b \\ v_x = \frac{k m}{2} \cdot \frac{d r}{d \theta} \cdot \omega_b \end{cases} $$
where \( k \) denotes hob threads, \( m \) represents module, \( r \) is the variable polar radius, and \( \theta \) signifies polar angle. This interdependence demands precise coordination between rotary (C-axis) and radial (X-axis) motions during gear machining. Electronic Gear Box (EGB) technology enables real-time computation of motion increments:
| Motion Axis | Control Variable | Calculation Source |
|---|---|---|
| C-axis (Rotation) | Δθc | EGB kinematic model |
| X-axis (Radial) | Δx | EGB + process parameters |
| Z-axis (Axial) | Δz | Interpolation module |

2. Hybrid Servo Control Architecture
Conventional PID feedback exhibits latency in gear machining applications. Our velocity/acceleration feedforward + PID/PI structure compensates for inherent system delays:
$$ E(s) = R(s) – Y(s) = \frac{1 – F(s)P(s)}{1 + G(s)P(s)} R(s) $$
where \( F(s) \) denotes feedforward transfer function, \( G(s) \) represents PID controller, and \( P(s) \) signifies plant dynamics. Ideal error elimination requires \( F(s) = P(s)^{-1} \), approximated through Taylor expansion:
$$ F(s) \approx a_1s + a_2s^2 \quad \text{(Second-order implementation)} $$
The implemented control law for gear machining axes combines elements:
| Component | Function | Implementation |
|---|---|---|
| Velocity Feedforward (Kfv) | Reduces phase lag | First derivative compensation |
| Acceleration Feedforward (Kfa) | Suppresses overshoot | Second derivative compensation |
| PID/PI Controller | Rejects disturbances | Proportional-Integral-Derivative |
3. Particle Swarm Optimization Framework
PSO algorithm optimizes 7 control parameters per axis for gear machining applications. Particle positions represent controller gains:
$$ \begin{cases} x_i^{t+1} = x_i^t + v_i^{t+1} \\ v_i^{t+1} = \omega v_i^t + c_1 r_1 (p_{\text{best}} – x_i^t) + c_2 r_2 (g_{\text{best}} – x_i^t) \end{cases} $$
ITAE (Integrated Time Absolute Error) serves as fitness function for gear machining precision evaluation:
$$ J_{\text{ITAE}} = \int_0^\infty t |e(t)| \, dt $$
Optimization parameters for gear machining axes:
| Parameter | C-axis Range | X-axis Range |
|---|---|---|
| Kp, Kpv | [0,50] | [0,300] |
| Ki, Kiv | [0,0.2] | [0,5] |
| Kd | [0,5] | [0,5] |
| Kfv | [0,0.02] | [0,0.02] |
| Kfa | [0,0.02] | [0,0.02] |
4. Gear Machining Simulation Results
PSO-optimized parameters demonstrate significant error reduction in gear machining simulations:
| Controller Type | C-axis Error (rad) | X-axis Error (μm) |
|---|---|---|
| Conventional PID | 5.85 × 10-4 | 7.20 |
| PSO-Optimized | 3.96 × 10-4 | 4.36 |
Final optimized parameters for gear machining axes after 200 iterations:
| Parameter | C-axis Value | X-axis Value |
|---|---|---|
| Kp | 44.273 | 296.137 |
| Ki | 0.039 | 3.324 |
| Kd | 4.485 | 2.264 |
| Kfv | 0.00031 | 0.00667 |
| Kpv | 48.775 | 54.531 |
| Kiv | 9.836 | 11.165 |
| Kfa | 0.00026 | 0.01084 |
5. Conclusion
This study establishes a methodological framework for enhancing non-circular gear machining precision through intelligent servo control optimization. The PSO-tuned feedforward-PID architecture achieves 32.3% and 39.4% error reductions in critical axes compared to conventional methods. This approach effectively addresses the inherent challenges of variable-centroid gear machining, particularly during rapid acceleration/deceleration transitions. Future work will implement this optimized control strategy on physical gear machining platforms to validate practical performance improvements in industrial settings.
