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7-Development of High Precision Gear Measuring
7-Development of High Precision Gear Measuring
7-Development of High Precision Gear Measuring
Tetsuya Taguchi*
Engineering Department, Osaka Seimitsu Kikai Co., Ltd.,
6-5-16 Mikuriya, Higashiosaka, Osaka 577-0032, Japan
E-mail: t-taguchi@osk-corp.co.jp
*Corresponding author
Abstract: The high precision gears are strongly required for advanced motion and power
transmission. And the improved evaluation technology for the precision gears is becoming
indispensable. Moreover, the reliability of the measured value became important when the
accuracy of the gear becomes high, and the establishment of the traceability system has been
needed. For the establishment of the traceability system, the higher precision gear measuring
machine (GMM) with lower uncertainty is expected to contribute to improve gear calibration
uncertainty. For the purpose, a new concept of the high precision GMM was proposed from
analysing the problems of the conventional GMM. A prototype of the high precision GMM using
the direct drive mechanism has been developed. And the high measurement capability of the
developed GMM was verified by the evaluation method using the standard deviation of the
measured form deviation.
Keywords: gear measuring machine; GMM; high precision gear; calibration; traceability; best
measurement capability ; BMC.
Reference to this paper should be made as follows: Taguchi, T., Ming, A. and Shimojo, M.
(2011) ‘Development of high precision gear measuring machine’, Int. J. Mechatronics and
Automation, Vol. 1, Nos. 3/4, pp.181–189.
Biographical notes: Tetsuya Taguchi received his BE in Mechanical Engineering from the
University of Tsukuba, Ibaraki, Japan, in 1989. From 1989 to 2001, he was with Nissan Motor
Co., Ltd., Kanagawa. Currently, he is an Engineer in the Engineering Department, Osaka
Seimitsu Kikai Co., Ltd., Osaka. His research interests include mechatronics and robotics.
Aiguo Ming received his BE in Mechanical Engineering from Hunan University, Hunan, China,
in 1983, ME in Precision Engineering from Yamanashi University, Yamanashi, Japan, in 1987,
and Doctoral Engineering degree in Precision Engineering from the University of Tokyo, Tokyo,
in 1990. From 1990 to 1991, he was with Mitutoyo Corporation, Tokyo. From 1991 to 1994, he
was a Research Associate in the Department of Mechanical Systems, Yamanashi University.
Since 1994, he has been an Assistant Professor and then Associate Professor in the Department of
Mechanical Engineering and Intelligent Systems, University of Electro-Communications. His
current research interests include robotics and development of mechatronic systems.
3.2 Problems
The conventional GMM, which adopted the highly accurate
parts, the processing technologies and the computer
numerical control, played a major role in the evaluation and
3 Conventional GMM the analysis of the gear by automation and digitalisation.
However, it is necessary to improve the followings to make
3.1 Composition the measured value more accurate.
Figure 4 shows the composition of a conventional GMM. It 1 Deviation by drive mechanism. For example, ball
is composed of three axes perpendicular to each other and screw, worm gear and reduction gears, etc.
one rotational axis: radial axis (X-axis) for setting the stylus
on base diameter, tangential axis (Y-axis) for measuring 2 Deviation by digitalisation. For example, aliasing, etc.
profile, axial axis (Z-axis) for measuring helix, and the 3 Deviation by eccentricity. For example, eccentricity of
rotational axis (C-axis) for rotating the measuring object. the rotational axis and a rotary encoder, etc.
C-axis consists of ball bearing, worm gear and reduction
gears. X-axis consists of ball guide and ball screw. Y and 4 Deviation by measurement environment. For example,
Z-axes consist of scraped casting guide and ball screw. All thermal expansion, etc.
axes are driven by the stepping motors. And, a stylus It was reported that the deviation by digitalisation can be
installed on the detector set up on Y-axis slider is lightly solved by filtering (Kubota et al., 2002). Moreover, it was
contacted to the tooth flank during the gear measurement also reported that the deviation by eccentricity can be
and detects the deviations in tangential direction.
184 T. Taguchi et al.
compensated by using the result of the comparison encoder, etc., the self-calibratable rotary encoder (Watanabe
measurement with a highly accurate encoder, too et al., 2005) was adopted. Multiple reading heads are
(Kanamori et al., 2003). And, the deviation by measurement arranged at the equal angle interval around a scale disk.
environment can be reduced by using GMM in a Then the angle error caused by the eccentricity of the
temperature-controlled room. In this paper, to reduce the encoder can be measured as shown in Figure 7. And the
deviation by drive mechanism, a new mechanism for angle error is finally used for calibrating tooth profile curve.
rotational drive system and linear drive system is to be The linear drive system consists of two axis DD stages;
developed. each is composed by an air slider and a linear motor.
Cogging-less linear motors with the features of little speed
ripple were adopted to achieve smooth motion. Moreover,
4 Development of high precision GMM linear encoders with high resolution and small thermal
expansion coefficient material were adopted for highly
4.1 Concept accurate control and measurement without the influence of
To develop a new mechanism, the design guideline of high heat such as from motors. And the straightness was
precision GMM was decided as follows, with considering compensated by using the results of comparison with gauge
problems of conventional GMM: blocks, etc.
1 smooth motion by direct drive (DD) mechanism Table 3 Major specifications of high precision GMM
2 accuracy improvement of encoders by calibration of
Maximum workpiece diameter 260 mm
eccentricity, etc.
Module range (minimum/maximum) 0.5 mm/7.0 mm
3 accuracy improvement of detector by compensation of Maximum weight on board 50 kg
deflection, etc.
Maximum measuring speed 10 mm/s
4 stabilisation of measurement accuracy by structural Resolution of rotary encoder 19,200,000 pulse/rev
approach. Resolution of linear encoder 0.01 μm
Table 2 shows the precision requirements of high precision Resolution of laser interferometer 0.001 μm
GMM compared with the current precision of other GMMs.
Repeatability and reproducibility of measurement of high Figure 5 Composition of high precision GMM (see online
precision GMM are to be about ten times of those of version for colours)
conventional GMMs (Kawasaki and Oguma, 2001) and
about three times of those of standard GMM (Taguchi and
Takeda, 2004). The standard GMM realised a highly
accurate measurement by reducing velocity, but the high
precision GMM to be developed is to realise higher
accuracy while by high measurement speed equal to
conventional GMM for high measurement efficiency.
Figure 7 Calibration result of self-calibratable rotary encoder The difference Δε between the actual measured value εM
(see online version for colours) and the predicted value εP is shown in Figure 9. As a result,
it became possible to measure the accurate displacement by
compensating the stylus deflection εP.
4.3 Detector
For real-time improvement of measurement and control,
a detector shown in Figure 8 was developed with a
linear encoder instead of a conventional linear variable
differential transformer (LVDT). And, for the
improvement of the measurement accuracy, it is necessary
Figure 10 Front view of high precision GMM with features for
to measure the nearest stylus displacement to reduce the
stabilisation (see online version for colours)
influence of the pitching, etc. Then an optical high
resolution detector using the laser interferometer based on
the wavelength of He-Ne laser was designed and
developed, which is capable of detecting the stylus
displacement directly by the high resolution of 1 nm. As a
result of the detector linearity verification, the difference εM
between the slider displacement Δy and the detector
displacement Δf is defined by equation (5) and its result is
shown in Figure 9.
ε M = Δy − Δf (5)
ε P = α ⋅ Δf (6)
three measurement speeds such as 1 mm/s, 5 mm/s and helix angles such as 0°, 15°RH, 30°RH, 15°LH and 30°LH.
10 mm/s, are shown with σ1, σ5 and σ10, respectively, and From the results, it is known that the speed did not influence
every item is shown by 6σ in the table. The repeatability measurement results of each flank. And, each repeatability
was verified for three helix angles such as 0°, 15°RH and satisfied the target repeatability (0.3 μm) shown in Table 2,
15°LH. From the results, it is known that the measurement and it can be said that high repeatability for helix
speed had few influence to the repeatability and higher measurement has been achieved by the developed high
speed measurement than the standard GMM is possible. precision GMM.
And each result for repeatability was far smaller comparing
to the target repeatability (0.3 μm) shown in Table 2, and it Figure 14 Repeatability of helix form measurement with helix
can be said that high repeatability for profile measurement angle 0°, (a) left flank (b) right flank (see online
version for colours)
has been achieved by the developed high precision GMM.
(a)
(a)
(b)
5.3.1 Reproducibility of Profile measurement said that high reproducibility for helix measurement has
been achieved by the developed high precision GMM.
Figure 15 shows the results of profile measurement on left
flank and right flank with helix angle 0°. Four-phase Table 8 Standard deviation of helix reproducibility
measurement results of each flank are piled up. The form
deviations 6σ for three helix angles are shown in Table 7. 6σ10 (μm)
Helix angle
From the results, it is known that the setting phase of Left flank Right flank
artefact did not influence measurement results of each flank.
0° 0.09 0.10
And all 6σ were very small comparing to the target
reproducibility (0.3 μm) shown in Table 2, and it can be 15°RH 0.13 0.13
said that high reproducibility for profile measurement has 30°RH 0.20 0.22
been achieved by the developed high precision GMM. 15°LH 0.15 0.16
30°LH 0.16 0.13
Figure 15 Reproducibility of tooth profile measurement with
helix angle 0° (see online version for colours)
6 Evaluation of BMC
To verify the effectiveness for applying the developed high
precision GMM to the gear calibration system, the
uncertainty of the detector, the rotational axis, three
orthogonal axes, the calibration work and so on, are
estimated, and the BMC of the developed high precision
GMM was evaluated based on the uncertainty calculation
manual in the gear calibration laboratory. First, the
uncertainty of the gear measurement (expanded uncertainty
at k = 2) was calculated from the results of each uncertainty
Table 7 Standard deviation of profile reproducibility factor. Some factors necessary for the quality control of
GMM were considered although long term stability of the
6σ10 (μm) developed high precision GMM had not been specified at
Helix angle
Left flank Right flank this time. As one example, the high precision BMC for the
0° 0.09 0.07 calibration of gears with reference diameter form 60 mm up
0.08 0.06
to 110 mm is shown in Table 9. From the result, it can be
15° RH
said that 14% to 40% improvement of BMC for the high
15° LH 0.09 0.07 precision GMM has been achieved comparing with the
present BMC shown in Table 1, and especially the
Figure 16 Reproducibility of helix form measurement with helix capability for pitch measurement has been improved
angle 0° (see online version for colours) largely.
three times higher than the standard GMM, has been ISO/TS 16949 (2009) ‘Quality management systems – particular
developed. To verify the developed GMM, the standard requirements for the application of ISO 9001:2008 for
automotive production and relevant service part
deviation was calculated from measured data as an index of
organizations’.
the form deviation, and both the repeatability and
Kajitani, M., Ishikawa, J. and Imai, S. (1970) ‘A new involute
reproducibility of the developed GMM were confirmed to
tooth profile measuring system with special-purpose
be less than the target value. Besides, the BMC of the computer’, Journal of the Japan Society for Precision
developed GMM was evaluated based on the uncertainty Engineering, Vol.36, No.9, pp.637–642.
calculation manual in GMC as the JCSS gear calibration Kajitani, M., Sato, T. and Yuzaki, M. (2001) ‘Development of
laboratory. And it is known that the BMC of the developed evaluation system for gear measuring instruments (1st report):
GMM is better than the present BMC declared by GMC. development of high accurate gear measuring instruments’, in
Therefore, it is verified that the developed GMM has a Proceedings of the Machine Design and Tribology Division
sufficient measurement capability to be applied to the gear Meeting in JSME, pp.55–58.
calibration system. Kanamori, C., Han, H., Shimojo, M., Ming, A., Kajitani, M.,
Takeda, R., Taguchi, T. and Tanaka, H. (2003) ‘The research
on the accuracy improvement of ultra high precision gear
measuring instrument: the elucidation of the mechanical error
Acknowledgements as a factor of the uncertainty and the estimation of the
uncertainty by the simulation’, in Proceedings of the 8th
Intelligent Mechatronics Workshop, pp.141–146.
This study was supported by Ministry of Economy, Trade
and Industry (METI), Japan. Kawasaki, Y. and Oguma, T. (2001) ‘History and prospect
of gear measuring instrument’, in Proceedings of the
JSME International Conference on Motion and Power
Transmissions 2001 (MPT2001), pp.623–629, Fukuoka,
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