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Measurement (Vol137 2019)
Measurement (Vol137 2019)
Measurement (Vol137 2019)
Measurement
journal homepage: www.elsevier.com/locate/measurement
a r t i c l e i n f o a b s t r a c t
Article history: The measurement of the rotation error of an aerostatic ultra-precision spindle is critically important to
Received 13 June 2017 evaluate and hence ensure the precision of machine tools. The Donaldson reversal method, which was
Received in revised form 26 December 2018 taken as the efficient method for error separation theoretically, has been widely used to separate shape
Accepted 29 January 2019
errors of standard artifact. However, the accuracy analysis of the Donaldson reversal method has not been
Available online 2 February 2019
fully studied and understood. In this study, a nanometer system for measuring the radial rotation error of
aerostatic ultra-precision spindle was constructed based on the Donaldson reversal method. The compar-
Keywords:
ative experiments were carried out to investigate the effects of the motor drive, and an angle correction
Donaldson reversal method
Angle deviation
algorithm was proposed to alleviate the effect of angle deviation. The method of harmonic analysis was
Harmonic analysis applied to investigate the effect of artifact eccentricity, and the relationship between the axial motion and
Rotation error measuring error was also studied. The measuring accuracy can be improved by reducing the cogging tor-
Aerostatic ultra-precision spindle que of motor, the angle deviation, artifact eccentricity and spindle axial motion. Experimental results
showed that the measurement uncertainty of both the spindle rotation error and artifact form error
can be controlled in nanometer level. Besides, the separated value of the artifact form error was very close
to the nominal roundness, which verifies the accuracy of the measurement system and the validity of the
error separation method.
Ó 2019 Published by Elsevier Ltd.
https://doi.org/10.1016/j.measurement.2019.01.089
0263-2241/Ó 2019 Published by Elsevier Ltd.
H. Cui et al. / Measurement 137 (2019) 624–635 625
Nomenclature
that the standard 12-step can be reduced to 7-step, and the uncer- of artifact and sensor, tilt and misalignment error of sensor, artifact
tainty can be achieved in 4 nm. eccentricity on measurement accuracy were quantitatively calcu-
An alternate method to multistep is the multipoint method, lated, and pointed out that the largest source of uncertainty for
which only requires one step to complete measurements [12,13]. Donaldson reversal method was eccentricity. Marsh et al. [23] also
The most common multipoint method is the three-point method pointed out the spindle drive can have a significant influence on
[14]. Because there is no need to reinstall the sensors and artifact, the synchronous component of the measured data. Some other fac-
the multipoint method is widely applied in on-machine measure- tors, which are rarely mentioned in the existed literatures, also
ment [7,15]. However, the three-point method has the critical prob- have influences on the measurement results, such as spindle axial
lem of harmonic suppression. In order overcome this drawback of motion error, angle accuracy of sampling. Up to now, these factors
three-point method, Gao et al. [16] proposed a mixed method to have not been systematically investigated.
capture the high-frequency components. Tu et al. [17] presented Therefore, this paper concentrates on the influences of spindle
an exact geometric model and error analysis for the conventional motor drive, angle accuracy of sampling, artifact eccentricity, and
three-point method, suggested that the reference artifact accuracy spindle axial motion error on the radial motion accuracy. First, a
should be at least ten times better than that of the axis motion, and nanometer system for measuring the rotation error of aerostatic
the mounting error of the probes should be less than one fiftieth of ultra-precision spindle was constructed based on the Donaldson
the artifact size. Cappa et al. [18] optimized the probes angles to reversal method. Second, the comparative experiments were car-
alleviate the problem of harmonic suppression, and the effects of ried out to investigate the effects of the motor drive on the running
unequal sensor sensitivities were eliminate by a new method, accuracy, an angle correction algorithm was proposed to alleviate
which only required a single sensor. The uncertainty of Cappa’s the effect of angle deviation on the measuring accuracy, the
method showed the measurement uncertainty of 0.455 nm. method of harmonic analysis was applied to investigate the effect
Recently, Shi et al. [19] proposed a hybrid three-method to investi- of artifact eccentricity on the measurement results, and the rela-
gate the harmonic measurement errors, and demonstrated that the tionship between the axial motion and measuring error was also
conventional three-probe measurements need to be performed for studied. Finally, the experimental validation for repeatability of
optimizing individual Fourier coefficients. the measuring results was conducted, and the uncertainty analysis
Compared with the multipoint method, the reversal method can was also presented.
completely separate the artifact form error from the spindle
motion error [20]. However, the conventional reversal method 2. Principle and measuring system
requires the 180° rotation of sensor and artifact, which inevitably
results in the position errors. To eliminate the effect of position 2.1. Principle of Donaldson reversal method
errors, Grejda et al. [21] proposed an improvement method, which
used a high precision indexing table and a reversal chuck to relo- The principle of Donaldson reversal method is shown in Fig. 1.
cate the sensor and artifact. The technique proposed by Grejda The artifact was installed at the end of aerostatic ultra-precision
can achieve sub-nanometer repeatability and nanometer repro- spindle. Both the artifact and sensor were required to rotate 180°
ducibility. Marsh et al. [22] conducted a comparison of reversal precisely between two measurements. The distance between the
and multipoint error separation, and showed that both the spindle artifact and the sensor was recorded by the displacement sensor.
error and artifact form error can be reliably and repeatedly mea- Because different sensor sensitivities will result in the measure-
sured in sub-nanometer by both reversal and multipoint tech- ment error, only single displacement sensor is applied in the
nique. Another nanometer-level comparison of Donaldson Donaldson reversal method.
method, multipoint and multistep method was also presented by
Marsh et al. [23], the measurement results demonstrated sub-
nanometer level repeatability in the measurement of the combined
spindle error motion and artifact form error. Although these were
believed to be the most repeatable results, the multipoint method
still exist the problem of inability to separate specific harmonics of
Artifact Artifact
the spindle error motion from the artifact form error.
Sensor Sensor
It is well known that the reversal method can realize the com-
pletely separation in theory if only measurement errors can be Spindle Spindle
controlled in a reasonable range. Cappa et al. [18] showed the error Before reverse After reverse
sources analysis on the Donaldson reversal method, Grejda rever-
sal method and multipoint method, the effects of position errors Fig. 1. Principle of Donaldson reversal method.
626 H. Cui et al. / Measurement 137 (2019) 624–635
The measurement data included the form error of the artifact system was mainly comprised by the following parts: control sys-
and the rotation error of aerostatic spindle. The relationship of tem and results display, marble base and vibration isolating sys-
two errors can be expressed by the following equations: tem, protective shield and measuring platform. The movement of
aerostatic spindle and the collection of measuring data were dom-
Tðhi Þ ¼ Sðhi Þ þ Rðhi Þ ð1Þ
inated by the control system. The vibration isolating system and
marble base were applied to reduce the influence of surrounding
T 0 ðhi Þ ¼ Sðhi Þ þ Rðhi Þ ð2Þ
vibration on the measurement results. The effect of environmental
0
where Tðhi Þ is the measurement data of before reverse, T ðhi Þ is the noise and airflow can be restricted by the protective shield.
measurement data of after reverse, Sðhi Þ is the roundness form of The detail information of measuring platform is shown in Fig. 3.
the standard ball, Rðhi Þ is the radial rotation error of aerostatic Aerostatic ultra-precision spindle was vertically installed on the
ultra-precision spindle. According to Eqs. (1) and (2), the rotation spindle base. The rotation movement of aerostatic spindle was
error of aerostatic spindle was separated from the artifact form controlled by the spindle drive. According to the height of aero-
error: static spindle, the position of displacement sensor in the vertical
direction was adjusted by the guideway. The accurate position of
Tðhi Þ þ T 0 ðhi Þ
Rðhi Þ ¼ ð3Þ displacement sensor was regulated by the 3D displacement adjust-
2 ing device. The position fixture was used to realize a reverse of dis-
placement sensor. The angle encoder and reading head, which
Tðhi Þ T 0 ðhi Þ
Sðhi Þ ¼ ð4Þ were applied to precisely reverse the artifact, were mounted on
2
the end of aerostatic spindle. The artifact was installed on the
eccentric adjusting device, which can be used to reduce the artifact
2.2. Measuring system eccentricity deviation from the spindle rotation axis.
Both Cappa [18] and Marsh [23] pointed out that the measuring
data were obviously affected by the spindle motor and drive. In
Marble base
this study, the comparative experiments were carried out to inves-
tigate the effects of the motor drive on the running accuracy of
Vibration isolating system aerostatic ultra-precision spindle. The comparative measuring
results between free rotation and motor with the different pole
Fig. 2. The measuring system for the rotation error of aerostatic ultra-precision pairs were shown in Fig. 4. It can be observed from Fig. 4 that
spindle. the cogging torque of motor had a significantly effect on the results
Start
Sampling pairs of
displacement and angle
Sort data
Fig. 9. Schematic of artifact eccentricity effect: Sensor with (a) and (b) without position deviation.
qffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi
measuring data were obviously influenced by the deviation angle.
d1 ¼ esina þ r2 ðl ecosaÞ
2
ð6Þ
The calculation results of rotation error decreased from 61.45 nm
to 48.71 nm with the growth of M from 1 to 10. The measuring
uncertainty can be reduced by increasing the number of M. where e is the artifact eccentricity, r the radius of the artifact, l is the
sensor position deviation from spindle rotation axis. Fig. 9(b) plots
the condition of sensor without position deviation, and Eq. (6) can
3.3. Effect of artifact eccentricity
be rewritten as:
Cappa et al. [18] pointed out that the artifact eccentricity of qffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi
10 lm resulted in the measurement errors of 4 nm at the artifact d1 ¼ esina þ r2 ðecosaÞ2 ð7Þ
radius of 12.7 mm. Therefore, in this paper, the method of har-
monic analysis was applied to investigate the effect of artifact Eq. (7) is different from Eq. (63) in literature [18], at the relative
eccentricity on the measurement results. The schematic of artifact small artifact eccentricity, the calculated results difference
eccentricity is shown in Fig. 9. The rotation axis of spindle is between the two equation can be ignored.
located at O1. The center of artifact is O, which varies with rotation At the artifact radius of 15 mm, the calculation results of Eq. (7)
angle a. The measurement data obtained from the displacement at the different artifact eccentricity is shown in Fig. 10. It can be
sensor can be expressed as: observed from the Fig. 10 that the artifact eccentricity had a signif-
icant influence on the calculation results. The rotation errors
d ¼ d0 d1 ð5Þ increased obviously with the growth of artifact eccentricity.
A single circle of the rotary error data is a random signal, but
where d is the measurement data, d0 is the distance from spindle
multiple cycles are repetitive signals. According to Fourier
rotation axis to sensor, d1 is the distance variable which varies with
rotation angle a, and can be denoted as:
90
120 60
60 μm
150 40 30
20
180 0
210 330
240 300
270
Fig. 10. Calculation results at the different artifact eccentricity. Fig. 11. Measuring results at the artifact eccentricity of 10 lm.
H. Cui et al. / Measurement 137 (2019) 624–635 629
theorem, the repetitive signals can be expressed as a sum of differ- eccentricity, as shown in Figs. 12(a) and 14(a), respectively. The
ent order harmonic. Based on the residual equation: first harmonic was caused by artifact eccentricity. Therefore,
the first harmonic of measuring data can be eliminated to reduce
1XN1
the uncertainty, as denoted by Eq. (12).
Ddðai Þ ¼ dðai Þ dðai Þ ð8Þ
N i¼0
q0 ðaÞ ¼ qðaÞ ½a1 cosa þ b1 sina ð12Þ
Fourier coefficient can be denoted as At the artifact eccentricity of 10 lm, Fig. 15(a) plots the measur-
" # ing data with and without the first harmonic. Compared with the
2 XN 1
ak ¼ Ddðai Þ cosðkai Þ ð9Þ original measuring data, the data eliminated the first harmonic
N i¼0 was more close to the original measuring data at the artifact eccen-
" # tricity of 0.1 lm. The measuring data with and without the first
2 XN1 harmonic at the artifact eccentricity of 0.1 lm is shown Fig. 15
bk ¼ Ddðai Þ sinðkai Þ ð10Þ (b). It can be observed from Fig. 15(b) that the eliminated data
N i¼0
was more close to the figure center than original data, which
where N is the measuring points, k is the order of the harmonic. means the accuracy of measuring results can be improved by elim-
Therefore, in the polar coordinates, the rotation error can be inating the first harmonic.
expressed as:
3.4. Effect of axial motion
X
1 X
1
qðaÞ ¼ ro þ ak cos ka þ bk sin ka ð11Þ
k¼1 k¼1 The axial motion of spindle inevitably exists in the rotation
error measuring process. The axial motion effect on the measuring
where ro is the reference radius. The different harmonic of rotation result is shown Fig. 16. The relationship between the axial motion
error can be calculated by the Eq. (11). In this study, at the artifact Dh and measuring error Dd can be denoted as:
eccentricity of 10 lm, the measuring data obtained from displace- qffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi
ment sensor is shown Fig. 11, and the harmonics with the order Dd ¼ r r 2 Dh
2
ð13Þ
from 1 to 6 are shown Fig. 12.
It can be observed from Figs. 11 and 12 that the track of measur- Generally, the air film thickness of aerostatic spindle is less than
ing results was significantly changed by the artifact eccentricity. 10 lm. At the artifact radius of 20 mm, the maximum axial motion
The amplitude of odd harmonic was obvious bigger than even har- of 10 lm, the measuring error calculated by Eq. (13) is 2.5 nm. In
monic. For either odd or even harmonic, the growth of the order the operating condition, the spindle axial motion is less than
resulted in the reduction of harmonic amplitude. 0.2 lm in most case, so the effect of axial motion on measuring
In order to alleviate the measuring uncertainty, the artifact result can be ignored.
eccentricity should be controlled as small as possible. Fig. 13 plots
the spindle rotation error at the artifact eccentricity of 0.1 lm, and 4. Results and discussion
the harmonics with the order from 1 to 6 are shown Fig. 14.
Compared with Fig. 11, it can be seen from Fig. 13 that the mea- 4.1. Measuring process and results
suring accuracy of rotation error can be significantly improved by
improving the artifact eccentricity. However, considering the limit The geometric structure of aerostatic ultra-precision spindle is
of apparatus, the artifact eccentricity always existed in the mea- shown in Fig. 17. The machining and measurement accuracy is sig-
surement process. At artifact eccentricity of 10 lm and 0.1 lm, nificantly influenced by the radial motion error of the spindle
the track of first harmonic was a circle with the radius of artifact when applied to machine tools and metrology instruments, which
is mainly determined by the manufacturing errors, design param-
eters and operating conditions [2,4]. Accurate measurement of
rotation error can provide useful guidelines for the design and
90 manufacture of aerostatic ultra-precision spindle, as well as the
120 60 improvement in functional accuracy when it is used in the instru-
0.3 μm ment and equipment.
Based on the error analysis discussed above, a nanometer sys-
tem for measuring the rotation error of aerostatic ultra-precision
150 0.2 30 spindle was developed, as shown in Fig. 18. The angle encoder
and reading head was applied to precisely control the reverse of
0.1 artifact with the precision of 0.1°. The reverse of displacement sen-
sor was realized by the positioning fixture. Because the measuring
accuracy was influenced by the positioning error of artifact and
180 0 sensor, the manufacturing and assembling errors of positioning fix-
ture and eccentric adjusting device was controlled within 0.2 lm.
And the axial motion of aerostatic spindle was limited to 0.1 lm,
so the effect of axial motion errors on measuring results can be
ignored. The detail information of the experiment platform is listed
210 330
in Table 1.
The eccentricity of artifact was limited within 0.1 lm, as shown
in Fig. 19. During the measuring process, the protective shield was
240 300 closed to alleviate the effects of environmental noise and airflow.
270 In order to reduce the sensor temperature drift, the fluctuation of
surrounding circumstance temperature was controlled within
Fig. 13. Measuring results at the artifact eccentricity of 0.1 lm. 0.1 °C. Before the measuring system started to record the
H. Cui et al. / Measurement 137 (2019) 624–635 631
Gas Thrust
channel restrictor
Gas
inlet
Thrust
Thrust board
gas film
Cover
Shaft Shell
Journal
Gas
restrictor
inlet
Journal
gas film
Table 1
Fig. 15. Eliminate the first harmonic of rotation error. The detail information of the experiment platform.
combined into a circle. The angle deviation is reduced from 0.298° the peak-to-valley value of the 720 points in the average of 10
to 0.0167°, as shown in Fig. 21. groups of the combined data. The method to determine the
Applying Eq. (13) to the combined data, the before and after asynchronous error was different from the synchronous error.
reverse rotation errors are shown in Fig. 22. Based on the combined The value of asynchronous error was achieved from the peak-
data, as shown in Fig. 21, the rotation error of aerostatic ultra- to-valley value with 250 cycles of the spindle rotation, which
precision spindle and the roundness of artifact can be obtained by presented all 180,000 measuring points were considered into the
solving Eqs. (3) and (4), as shown in Figs. 23 and 24, respectively. calculation. The repeatability of measuring results without reverse
is listed in Table 2. Because of the influence of temperature and
4.2. Measuring uncertainty pressure fluctuation, electrical noise and structural vibration, the
uncertainty of the asynchronous error was obvious bigger than
The measuring results consist of the synchronous error and the value of synchronous error, as denoted by standard deviation
asynchronous error. The synchronous error can be obtained by in Table 2.
averaging 10 groups of the combined consecutive measuring data, The repeatability validation of the modified Donaldson reversal
and the value of synchronous error was determined by calculating method is listed in Table 3. It can be observed from Table 3 that the
634 H. Cui et al. / Measurement 137 (2019) 624–635
Table 2
The repeatability of measuring results.
Table 3
The repeatability of spindle rotation error and artifact form error.
5. Conclusions
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