- Original Article
- Open Access
Thermal Error Compensation of the Wear-Depth Real-Time Detecting of Self-Lubricating Spherical Plain Bearings
- Zhan-Qi Hu^{1}Email author,
- Wei Li^{1},
- Yu-Lin Yang^{1},
- Bing-Li Fan^{1} and
- Hai-Li Zhou^{1}
https://doi.org/10.1186/s10033-018-0288-4
© The Author(s) 2018
- Received: 18 March 2016
- Accepted: 27 September 2018
- Published: 12 October 2018
Abstract
The spherical plain bearing test bench is a necessary detecting equipment in the research process of self-lubricating spherical plain bearings. The varying environmental temperatures cause the thermal deformation of the wear-depth detecting system of bearing test benches and then affect the accuracy of the wear-depth detecting data. However, few researches about the spherical plain bearing test benches can be found with the implementation of the detecting error compensation. Based on the self-made modular spherical plain bearing test bench, two main causes of thermal errors, the friction heat of bearings and the environmental temperature variation, are analysed. The thermal errors caused by the friction heat of bearings are calculated, and the thermal deformation of the wear-depth detecting system caused by the varying environmental temperatures is detected. In view of the above results, the environmental temperature variation is the main cause of the two error factors. When the environmental temperatures rise is 10.3 °C, the thermal deformation is approximately 0.01 mm. In addition, the comprehensive compensating model of the thermal error of the wear-depth detecting system is built by multiple linear regression (MLR) and time series analysis. Compared with the detecting data of the thermal errors, the comprehensive compensating model has higher fitting precision, and the maximum residual is only 1 μm. A comprehensive compensating model of the thermal error of the wear-depth detecting system is proposed, which provides a theoretical basis for the improvement of the real-time wear-depth detecting precision of the spherical plain bearing test bench.
Keywords
- Self-lubricating spherical plain bearing
- Wear depth
- Bearing test bench
- Thermal error
- Error compensation
1 Introduction
The self-lubricating spherical plain bearings are special journal bearings which inlay or bond the self-lubricating solid materials between the inner and outer races. These bearings have some special characteristics, such as maintenance-free, compact structure, and low coefficient of friction. Therefore, the self-lubricating spherical plain bearings are widely applied to aviation and aerospace fields [1].
In the research process of self-lubricating spherical plain bearings, the bearing performance and its life evaluation are fundamental because they provide guarantees for analyzing the tribological mechanism, determine the rated dynamic or static loading and forecast the bearing life. And the spherical plain bearing test bench is a necessary detecting equipment in the performance and life evaluation. Meanwhile, three performance parameters of spherical plain bearings (the wear depth, the friction torque and the friction temperature) need to be detected in real time. Particularly, the wear depth is the most important parameter for the tribological properties and the life of self-lubricating spherical plain bearings.
However, due to various error factors, such as temperature variations, loading changes, electromagnetic interference, the wear of assistant rolling bearings, etc. which affect the real-time wear-depth detecting precision of the spherical plain bearing test bench, the evaluating accuracy of the tribological property of spherical plain bearings is reduced. Among above factors, the thermal errors caused by the temperature variation are the main factors [2]. How to reduce the thermal errors of the bearing test bench is important for the evaluation of self-lubricating spherical plain bearings.
At present, the thermal error compensation has been intensively studied in precise CNC machine [3], yet few researches in the spherical plain bearing test benches. The existing researches only build the thermal error models, and do not compensate effectively the thermal errors. Zhou [4] built the thermal error compensation model of the spherical plain bearing test bench under the high temperature operating condition, but did not verify the fitting precision and the applicability of this model, nor compensated the thermal errors. Hu et al. [5] made a comprehensive compensating model for the wear-depth detecting system of the spherical plain bearing test bench based on the multi-body kinematics and verified its accuracy by FEM, but didn’t compensate the thermal errors, either. Li et al. [6], designed a wear-depth detecting module with a mechanical compensating device, which can online compensate the thermal errors caused by varying environmental temperatures, but still not verified the compensation efficiency of this method in the experiment. Relevant researches of CNC machine can be used on thermal compensating method, bringing in software-based compensating error method. In other words, on the basis of the thermal deformation analysis, the mathematical compensating model of the thermal errors is built, and then the thermal deformation is predicted in the control system. At last, the thermal errors are compensated in real time [7, 8]. In this process, many mathematical methods are used for the thermal error modeling, such as, regression analysis method [9], FEM, neural networks [10], time series analysis [11], screw theory, fuzzy theory [12], grey theory [13], support vector machine [14], genetic algorithm [15], ant colony algorithm [16].
Based on the self-made modular spherical plain bearing test bench, this paper calculates the thermal errors caused by the friction heat of the spherical plain bearing and the assistant rolling bearing, and detects the thermal deformation of the detecting system caused by the environmental temperature variation. According to the above experimental data, the comprehensive compensating model of the thermal error of the wear-depth detecting system is built by MLR and time series analysis, and the applicability of the comprehensive compensating model is verified in the experiment.
2 Wear-Depth Detecting Principle of Spherical Plain Bearings
In the wear experiment, the wear of the spherical plain bearing leads to the down-moving of the T-type plate along the Z axis, and the downward displacement is the wear depth of the spherical plain bearing. Meanwhile, the slender pole moves down with the T-type plate along the Z axis, the displacement sensor, fixed on the slender pole, declines along the Z axis and gradually distances the contacting clamp of the displacement sensor (there is a pre-compressing quantity between the displacement sensor and the contacting clamp of the displacement sensor), and at the moment the displacement sensor detects the wear depth of the spherical plain bearing.
3 Thermal Error Verification of the Wear-Depth Detecting System
In the wear experiment of spherical plain bearings, there are two main reasons for thermal errors, including the thermal deformation of the wear-depth detecting system caused by the varying environmental temperatures and the thermal deformation caused by the friction heat of bearings (the spherical plain bearing and the assistant rolling bearing) in the bearing fixture module. In the following, the thermal deformation caused by the friction heat is calculated, and the thermal deformation, caused by the environmental temperature variation, is detected in the experiment.
3.1 Effect of the Friction Heat of Bearings
On the basis of the low-speed oscillating and heavy-loading operating condition (the testing load is 250 MPa, the oscillating frequency is 0.2 Hz, and the angle of oscillation is ± 25°), the thermal deformation of the friction heat of the spherical plain bearing and the temperature rise of the friction heat of the assistant rolling bearing are calculated.
3.1.1 Effect of the Test Spherical Plain Bearing
As shown in the Figure 3, the temperature of the outer race of the spherical plain bearing gradually rises from the room temperature 22 °C to 29 °C during the experiment. Moreover, the bearing fixture module is in thermal equilibrium, and the temperature of the outer race stays around 29 °C.
Required parameters of the thermal deformation simulation of the T-type plate
Parameters | Value |
---|---|
Coefficient of thermal conduction λ (W/(m·K)) | 50.2 |
Coefficient of thermal expansion α (μm/K) | 11.59 |
Air convection coefficient h (W/(m^{2}·K)) | 6 |
Environmental temperature (°C) | 22 |
Equilibrium temperature of the outer ring (°C) | 29 |
3.1.2 Effect of the Assistant Rolling Bearing
From the above calculation, the self-lubricating spherical plain bearing oscillated 32000 times under the operating condition of low-speed oscillating and heavy-loading, the experiment indicated that the temperature of the outer race rose about 7 °C, and the maximum thermal deformation of the T-type plate bottom along the Z axis was 0.074 μm. The temperature rise of the bearing fixture, caused by the friction heat of the cylindrical rolling bearing, was 0.017 °C.
3.2 Effect of the Environmental Temperature Variation
In the experiment, the environmental temperature variation was influenced by the temperature changes in the whole day and the heat dissipation of the embedded hydraulic station. The following experiment was designed to detect the thermal errors of the wear-depth detecting system.
As shown in Figure 1 and Figure 2, the bearing fixture assembled the self-lubricating spherical plain bearing is placed on the base of the test bench, so that the top of the slender pole tightly touches the bottom of the T-type plate under the spring force. Then the displacement sensor is adjusted and fixed, so that there is a pre-pressing quantity between the displacement sensor and the contacting clamp of the displacement sensor. Without the start-up of the transmission module, there was no relative movement between the inner and outer races of the spherical plain bearing. And when opening embedded hydraulic station, there was no applied load to the spherical plain bearing.
As shown in Figure 6 and Figure 7, the total time of the experiment is 525 minute, and the temperature of the ten temperature sensors gradually rises. The temperature variation of the detecting points numbered (1‒9) are similar, but the temperature rise of the detecting point (10) on the base of the embedded hydraulic station is higher than the above nine detecting points. The initial indicating value of the displacement sensor is 4.441, and the final value is 4.431. The thermal deformation of the wear-depth detecting system along the Z axis is approximately 0.01 mm when the room temperature rises 10.3 °C, and the show value of the displacement sensor gradually decreases with the rising of the temperature.
4 Thermal Errors Modeling
In view of the above experiment and simulation, the environmental temperature variation is main cause in the two error factors. In order to improve the wear-depth detecting precision, the software compensating method is used to offset the thermal errors of the detecting system. In the following, the compensation model of the thermal errors of the wear-depth detecting system is built.
4.1 Selection of the Optimal Temperature Detecting Points
In the above ten detecting points, not every point has the same influence on the thermal deformation of the wear-depth detecting system. They may have certain correlations among them, in other words, there is coupling among the ten detecting points. If the mathematical model is directly bulit based on all these detecting-point data, the complexity of the modeling process will be increased while the fitting precision of the model will be reduced. Therefore, in order to get the optimal temperature detecting points for the compensation model of the thermal errors, the ten detecting points on the spherical plain bearing test bench were selected.
Correlation coefficients between the thermal deformation and the temperature changing values
Detecting point name | Correlation coefficient |
---|---|
1-Base of the bearing fixture | γ_{1}→0.922 |
2-Heel block | γ_{2}→0.871 |
3-Spherical plain bearing | γ_{3}→0.841 |
4-T-type plate | γ_{4}→0.900 |
5-Platform of the test bench | γ_{5}→0.896 |
6-Measuring sleeve | γ_{6}→0.927 |
7-Detecting frame | γ_{7}→0.940 |
8-Slender pole | γ_{8}→0.936 |
9-Environmental temperature | γ_{9}→0.943 (maximum) |
10-Base of the hydraulic station | γ_{10}→0.537 (minimum) |
From Table 2, the correlation between the temperature variation of the hydraulic station base and the thermal errors is the smallest one, and the value is only 0.537. Therefore, the temperature changing values of the hydraulic station were excluded in building the thermal error model.
Classification result of the fuzzy clustering method for the remaining nine detecting points
Category code | Number of detecting points |
---|---|
First category | 1, 3 |
Second category | 6, 8 |
Third category | 2, 4, 5 |
Fourth category | 7, 9 |
In Table 3, the nine detecting points are divided into four categories. According to the result of the correlation coefficients between the thermal deformation and the temperature changing values of each ten sets, the influence of the temperature rise on the base of the bearing fixture was greater than that on the spherical plain bearing in the first category, namely, \(\gamma_{1} > \gamma_{3}\), and the same with the second sort-\(\gamma_{8} > \gamma_{6}\), the third sort-\(\gamma_{4} > \gamma_{5} > \gamma_{2}\), and the fourth sort-\(\gamma_{9} > \gamma_{7}\). Therefore, the greatest influencing detecting points were selected in the above four categories: in the first category-(1) the base of the bearing fixture, in the second one-(8) the slender pole, in the third-(4) the T-type plate, and in the fourth-(9) the environmental temperature.
4.2 Modeling Process of the Thermal Error Compensation
In selecting the four optimal detecting points, MLR and time series analysis were adopted to build the comprehensive compensating model of the wear-depth detecting system in the following.
4.2.1 Multiple Linear Regression Modeling
As shown in Figure 8 and Figure 9, the curve similarity between the multi-element fitting thermal errors and the detecting thermal errors is low, and the maximum residual error between the multi-element fitting value and the real detecting value is approximately 2 μm.
In order to further improve the fitting precision of the thermal error model of the wear-depth detecting system, on the basis of multi-element fitting, time series analysis method was introduced for the residual errors \(\delta (t)\), which improved the curve similarity between the multi-element fitting thermal errors and the detected thermal errors. The time series analysis, processing the dynamic data, is a parameterized analytical method, and it could fit the applicable time series model on the basis of the random data arranged according to the time sequence. The above model was used to analyze the data system to learn the inner structure and the dynamic property of the random data. Thus the data trend could be predict with the existing data [20].
The data stationarity is the basis of time series analysis, so the stationarity of the multi-element fitting residual errors \(\delta (t)\) should be verified first.
In view of the given α = 0.05, if \(\left| u \right| < u_{\alpha /2}\), the multi-element fitting residual errors \(\delta (t)\) is stable and vice versa.
In Eqs. (6) and (7), N = 27 and A = 378. So u = 0.1764 < \(u_{\alpha /2} = 1.96\). The multi-element fitting residual errors \(\delta (t)\) is stable.
The normal distribution testing of the multi-element fitting residual errors \(\delta (t)\) is done as follows.
The white noise with the normal distribution characteristics is the premise of the time series model, that is, the multi-element fitting residual errors \(\delta (t)\) should obey the normal distribution. The existing function of the normal distribution test in MATLAB was used to get that the multi-element fitting residual errors \(\delta (t)\) obeyed the normal distribution.
4.2.2 Model Selection of Time Series Analysis
Selection criterions of the model type [22]
Model type | ACF | PACF |
---|---|---|
AR(p) | Trail off | Cut off |
MA(q) | Cut off | Trail off |
ARMA(p, q) | Trail off | Trail off |
As shown in Figure 10, the features of autocorrelation function (ACF) and partial autocorrelation function (PACF) of the multi-element fitting residual errors \(\delta (t)\) are both “trail off”. According to Table 4, the model type is the autoregressive moving average model-ARMA(p, q).
4.2.3 Model Order Determination and Fitting
As mentioned above, the model type was selected as ARMA(p, q), and then the model order determination, namely the number of “p” and “q”, should be determined.
4.2.4 Equivalent Long Auto-regressive Algorithm
In Eq. (8), the residual errors ɛ(t) were unknown in the model ARMA (6, 4), so the time series fitting residual errors \(\delta (t)^{\prime}\) were not calculated by the linear derivation. However, if the model order w was large enough, the model AR(w) could approximately substitute the model ARMA(p, q). And the residual errors ɛ(t)^{′} of the model AR(w) could also replace the unknown residual errors ɛ(t) in the model ARMA (6, 4).
The white noise verification of the residual errors ɛ(t)^{′} of the model AR(13).
After calculating the residual errors ɛ(t)^{′} of the model AR(13), the residual errors ɛ(t)^{′} needed to be verified whether they were the white noise. Finally, the test function of the white noise in MATLAB was used and the residual errors ɛ(t)^{′} of the model AR(13) were verified to be the white noise. Thus the residual errors ɛ(t)^{′} of the model AR(13) could replace the residual errors ɛ(t) of the model ARMA(6,4).
4.2.5 Residual Errors δ(t)^{′} Fitting of Time Series Analysis
The white noise verification of the residual errors δ(t)^{′}of time series analysis.
After the residual errors δ(t)^{′} of time series analysis in Eq. (12) were calculated, the residual errors δ(t)^{′} needed to be verified whether they were the white noise. Finally, the test function of the white noise in MATLAB was used to verify that the residual errors δ(t)^{′} of the time series analysis were the white noise. Thus, combining with the residual errors δ(t)^{′} of the time series analysis and the fitting value of the multiple linear model y_{M}(t), the comprehensive compensation model y_{C}(t) of the thermal errors of the wear-depth detecting system was obtained.
4.2.6 Comprehensive Compensation Model of the Thermal Errors
As shown in Figure 13 and Figure 14, compared with the curve of the multi-element model fitting, the curve of the comprehensive compensation model identification is more similar to the real detected thermal errors curve. In conclusion, the residual errors of the comprehensive compensation model identification are less than that of the multi-element model fitting except for very few points. The maximum residual errors between the multi-element model fitting and the real detecting thermal errors is 2 μm, and the maximum residual between the comprehensive compensation model identification and the real detected thermal errors is 1 μm.
5 Applicability Verification of the Comprehensive Compensation Model of Thermal Errors
As mentioned above, the comprehensive compensation model had higher fitting precision. Then in order to verify the applicability of this compensation model, this comprehensive compensation model was used to fit other thermal experimental data.
As shown in Figure 15 and Figure 16, the total time of the experiment is 480 min, and the temperature of the four optimal temperature points gradually rises. The initial indicating value of the displacement sensor is 4.445, and the final value is 4.431. The maximum thermal error of the wear-depth detecting system is 0.02 mm.
As shown in Figure 17 and Figure 18, the comprehensive compensation model curve is similar to the detecting thermal error curve, and the maximum residual error is about 9 μm. The maximum thermal error of the wear-depth detecting system is 0.02 mm, and the comprehensive compensation model could offset the thermal errors about 0.01 mm. Depending on the above verification, the comprehensive compensation model, built through MLR and time series analysis method, had the higher fitting precision and better applicability.
6 Conclusions
- (1)
Under the operating condition of the low-speed oscillating and heavy-loading, the thermal deformation of the T-type plate caused by the friction heat of spherical plain bearings is 0.074 μm when the spherical plain bearing oscillates 32000 times and the bearing outer race temperature rises about 7 °C, and the bearing fixture temperature due to the friction heat of cylindrical roller bearings rises 0.017 °C.
- (2)
The thermal deformation of the wear-depth detecting system is approximately 0.01 mm when the room temperature rises 10.3 °C, and the showing value of the displacement sensor gradually decreases with the rising of the temperature. In view of the above results, the environmental temperature variation is the main cause of the two error factors.
- (3)
The comprehensive compensating model of the thermal error of the wear-depth detecting system is built with MLR and time series analysis. The fitting curve of the comprehensive compensation model is more similar to the real detecting curve of the thermal errors, and the maximum residual of the two curves is only 1 μm. Finally, according to the experimental verification, the comprehensive compensation model has higher fitting precision and better applicability.
Declarations
Authors’ Contributions
Z-QH was in charge of the whole trial; WL wrote the manuscript; Y-LY, B-LF, and H-LZ assisted with sampling and laboratory analyses. All authors read and approved the final manuscript.
Authors’ Information
Zhan-Qi Hu, born in 1956, is currently a professor and a PhD candidate supervisor at Aviation Key Laboratory of Science and Technology on Generic Technology of Aviation Self-Lubricating, Yanshan University, China. His main research interests include CNC technology and intelligent manufacturing.
Wei Li, born in 1985, is currently a PhD candidate at Aviation Key Laboratory of Science and Technology on Generic Technology of Aviation Self-Lubricating, Yanshan University, China. He received his master degree from Yanshan University, China, in 2012. His research interests include error compensation and detecting credibility for the tribological testers.
Yu-Lin Yang, born in 1953, is currently a professor and a PhD candidate supervisor at Aviation Key Laboratory of Science and Technology on Generic Technology of Aviation Self-Lubricating, Yanshan University, China. His main research interests include nano-tribology and self-lubricating bearings.
Bing-Li Fan, born in 1982, is currently a research fellow at Aviation Key Laboratory of Science and Technology on Generic Technology of Aviation Self-Lubricating, Yanshan University, China. His main research interests include self-lubricating fabric liners and bearings.
Hai-Li Zhou, born in 1989, is currently a PhD candidate at Aviation Key Laboratory of Science and Technology on Generic Technology of Aviation Self-Lubricating, Yanshan University, China. She received her bachelor degree from Yanshan University, China, in 2012. Her main research interests include mechanical property of the expanded graphite.
Competing Interests
The authors declare no competing financial interests.
Funding
Supported by National Natural Science Foundation of China (Grant No. 51405422), Hebei Provincial Natural Science Foundation of China (Grant No. E2015203113), and Technological Innovation Fund of Aviation Industry of China (Grant No. 2014E00468R).
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