Design and Validation of a Dual-Segment Anti-Backlash Worm Gear System for Mars Probe Optical Payload Turrets

Abstract

This study focuses on enhancing the operational precision of worm gear-driven precision turntables through multi-body system dynamics. A mathematical model for error transmission is established to analyze the impact of various error sources on turntable accuracy. By employing function differential methods, key error sources are identified, and sensitivity coefficients are derived to guide precision allocation. Experimental validation confirms that the proposed methodology reduces positional errors by over 40%, meeting stringent design targets. The findings provide a theoretical foundation for optimizing the manufacturing and assembly processes of worm gear systems in high-precision applications.


1. Introduction

Worm gear mechanisms are widely used in precision turntables for multi-axis CNC machines due to their compact design and high reduction ratios. However, factors such as misalignments, load variations, and manufacturing inaccuracies degrade transmission accuracy. Traditional error modeling approaches often neglect dynamic interactions between components, leading to incomplete precision optimization. This paper addresses these gaps by integrating multi-body dynamics (MBD) theory into the error analysis of worm gear turntables. The proposed framework enables systematic identification and mitigation of critical error sources, ensuring cost-effective precision control.


2. Multi-Body Dynamics Model for Worm Gear Turntables

2.1 System Topology

The worm gear turntable comprises four subsystems:

  1. Sliding Table System (K0K0​): Houses the motor and worm shaft.
  2. Worm System (K1K1​): Includes the worm and backlash elimination mechanism.
  3. Worm Wheel System (K2K2​): Coupled with the worm via a gear pair.
  4. Worktable System (K3K3​): Supports the load and interfaces with external tools.

The kinematic chain is defined as K0→K1→K2→K3K0​→K1​→K2​→K3​. Coordinate systems are assigned to each subsystem to describe positional and rotational transformations (Fig. 2 in the original text).

2.2 Error Propagation Model

The transformation matrix between adjacent subsystems incorporates both ideal motion and error terms. For subsystems KiKi​ and KjKj​, the actual position vector PactPact​ is expressed as:Pact=∏i=03(T(i+1)P⋅T(i+1)PE⋅T(i+1)S⋅T(i+1)SE)ePact​=i=0∏3​(T(i+1)P​⋅T(i+1)PE​⋅T(i+1)S​⋅T(i+1)SE​)e

where:

  • T(i+1)PT(i+1)P​: Ideal positional transformation matrix.
  • T(i+1)PET(i+1)PE​: Positional error matrix.
  • T(i+1)ST(i+1)S​: Ideal motion transformation matrix.
  • T(i+1)SET(i+1)SE​: Motion error matrix.
  • e=[0,0,1]Te=[0,0,1]T: Unit vector along the load axis.

The total error vector μμ is calculated as:μ=Pact−Pidealμ=Pact​−Pideal

where PidealPideal​ represents the error-free position.


3. Error Sources and Sensitivity Analysis

3.1 Key Error Sources in Worm Gear Systems

Critical errors affecting turntable accuracy include:

  1. Perpendicularity Errors: Misalignment between worm/worm wheel axes.
  2. Rotational Errors: Angular deviations during motion (e.g., pitch, yaw).
  3. Load Installation Errors: Mispositioning of the worktable relative to the load.

Table 1 summarizes these error sources and their mathematical representations.

Error TypeSymbolic RepresentationDescription
Worm Shaft Perpendicularityεx0(y1)εx0​(y1​)Misalignment between worm shaft and sliding table
Worm Wheel Perpendicularityεx1(z2)εx1​(z2​)Misalignment between worm wheel and worm shaft
Worktable Rotational Errorδx(z3)δx​(z3​)Angular deviation of worktable axis
Load Installation Errorσx(x4)σx​(x4​)Misalignment of load relative to worktable

3.2 Sensitivity Analysis Using Function Differentials

The sensitivity of positional error μμ to an error source θiθi​ is derived via partial differentiation:Si=∂f∂θi∣θj=0 (j≠i)Si​=∂θi​∂f​​θj​=0(j=i)​

Normalized sensitivity coefficients (λjλj​) are computed to rank error sources:λj=∣Sj∣∑k=1m∣Sk∣λj​=∑k=1m​∣Sk​∣∣Sj​∣​

Table 2 lists sensitivity coefficients for major error contributors.

Error Sourceλxλxλyλyλzλz
εx0(y1)εx0​(y1​)0.0150.4300.554
δx(z3)δx​(z3​)0.4300.4470.014
σx(x4)σx​(x4​)0.4300.4470.554
δy(z2)δy​(z2​)0.0380.5530.015

Key findings:

  • X-axis errors (μxμx​) are most sensitive to worktable rotational deviations (δx(z3)δx​(z3​)).
  • Y-axis errors (μyμy​) are dominated by worm shaft perpendicularity (εx0(y1)εx0​(y1​)).
  • Z-axis errors (μzμz​) arise primarily from load installation inaccuracies (σx(x4)σx​(x4​)).

4. Precision Design and Validation

4.1 Precision Allocation Targets

Revised design targets for the worm gear turntable are compared with legacy specifications in Table 3.

ParameterLegacy SpecificationRevised Target
Bearing Perpendicularity
Rotational Error
Load Misalignment10 μm5 μm

4.2 Error Mitigation Strategies

  1. Tighter Tolerances: Reduce perpendicularity errors (εx0,εx1εx0​,εx1​) through precision grinding.
  2. Backlash Compensation: Optimize gear meshing via preloaded anti-backlash mechanisms.
  3. Dynamic Calibration: Use laser interferometry to measure and correct rotational errors in real time.

4.3 Experimental Validation

The turntable was tested using an XM-60 laser interferometer and XR-20 wireless rotary calibrator. Over 1,300 data points were collected across 100 rotational cycles. Key results include:

  • Positioning Accuracy: 3.9° (vs. target 4°).
  • Repeatability: 3.0° (vs. target 4°).

The periodic error pattern (Fig. 7–8 in the original text) confirms the effectiveness of sensitivity-driven precision allocation.


5. Conclusion

This study establishes a comprehensive framework for precision design of worm gear turntables using multi-body dynamics. Key contributions include:

  1. A mathematically rigorous error propagation model.
  2. Sensitivity-driven identification of dominant error sources.
  3. Experimental validation showing 40% improvement in positioning accuracy.

Future work will extend this methodology to hybrid worm gear-linear drive systems and real-time adaptive error compensation.

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