A Novel Shape Memory Alloy Actuated Bearing Active Preload System (SMA-BAPS) for Space Spindles

Abstract

In this study, a novel shape memory alloy actuated bearing active preload system (SMA-BAPS) was proposed and experimentally demonstrated. SMA actuators placed in a single or antagonistic configuration were employed to drive the screw pair and thus fulfill one-way or bidirectional preload adjustment. Moreover, the self-locking screw pair was used to maintain the bearing preload without external energy input. To determine the parameters of screw pair and SMA actuators, a detailed design process was conducted based on analytical models of the proposed system. Finally, a screw pair with a lead of 3 mm and SMA actuators with a diameter of 0.5 mm and a length of 130 mm were adopted. Prototype tests were conducted to validate and evaluate the performance of the preload adjustment with the SMA-BAPS. The resistive torque and the natural frequency of spindles were recorded to represent the preload level of the bearing. Through the performance tests, the SMA-BAPS induced a maximum 47% variation in the resistive torque and a 20% variation in the spindle’s natural frequency. The response time of the SMA-BAPS was less than 5 s when the heating current of 5 A was applied on the SMA actuator. This design highlighted the compact size, quick response, as well as the bidirectional preload adjustment, representing its potential use in aerospace mechanisms and advanced motors.

Keywords

• bearing active preload system (BAPS)
• shape memory alloy (SMA) actuator
• screw pair
• prototype development