计及蜗轮侧面动态跟踪的转角精密测量方法
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1.重庆理工大学机械检测技术与装备教育部工程研究中心重庆400054; 2.时栅传感及先进检测技术重庆市重点 实验室重庆400054; 3.重庆理工大学机械工程学院重庆400054; 4.重庆理工大学电气与电子工程学院重庆400054

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TH132

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国家重点研发计划项目(2023YFB3209400)、重庆市教育委员会科学技术研究项目(KJQN202301161)、重庆市教育委员会科学技术研究项目(KJZD-M202301104)、重庆市自然科学基金面上项目(CSTB2023NSCQ-MSX0360)资助


Precision measurement method for rotation angle considering dynamic tracking of worm gear flanks
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1.Engineering Research Center of Mechanical Testing Technology and Equipment, Ministry of Education, Chongqing University of Technology, Chongqing 400054, China; 2.Chongqing Key Laboratory of TimeGrating Sensing and Advanced Testing Technology, Chongqing 400054, China; 3.School of Mechanical Engineering, Chongqing University of Technology, Chongqing 400054, China; 4.School of Electrical and Electronic Engineering, Chongqing University of Technology, Chongqing 400054, China

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    摘要:

    测量蜗轮旋转角度是评估蜗轮蜗杆传动动态性能与早期故障诊断(加工误差、装配偏心)的核心基础。目前,相关研究集中在蜗轮端面静态测量,通过优化标定、图像处理算法等达到高精度,但测量系统结构复杂且缺乏传动运行稳定性评估,不具有工程应用性。为解决测量系统灵活性并动态评估传动系统平稳性,故提出一种计及蜗轮侧面动态跟踪的转角精密测量方法。首先,对蜗轮完整旋转周期图像序列进行双边滤波与CLAHE增强图像,并结合Otsu阈值法划定感兴趣区域。其次,引入Canny算子改进定向快速角点与旋转二进制描述子(ORB)特征提取算法,获取高响应的稳定特征点集,并融合多尺度金字塔光流法与卡尔曼滤波器,实现相邻帧特征点的鲁棒跟踪。最后,通过构建帧间运动模型提取旋转分量,完成蜗轮相邻帧转角与累积转角解算,并基于转角波动峰峰值评估传动平稳性。实验结果表明,在不同光照、不同转速及不同齿数工况下,该方法测量的相邻帧转角平均绝对误差控制在0.003 9°~0.004 7°,均方根误差为0.005 3°~0.006 7°,95%分位绝对误差为0.010 7°~0.018 2°,累积转角与编码器结果高度一致,转角波动最大偏差控制在0.024 7°内。所提方法无需端面基准即可在蜗轮蜗杆传动过程中有效进行蜗轮转角精密测量,抗运动干扰能力强,具有良好的动态检测能力和工程应用前景。

    Abstract:

    Measuring the rotation angle of a worm wheel is the core basis for evaluating the dynamic performance of worm gear transmission and for early fault diagnosis, such as machining errors and assembly eccentricity. Currently, existing research mainly focuses on the static measurement of the worm wheel end face. Although high precision can be achieved by optimizing calibration and image processing algorithms, the measurement systems are structurally complex, lack the capability to evaluate transmission stability during operation, and thus have limited engineering applicability. To enhance the flexibility of the measurement system and dynamically evaluate transmission smoothness, this paper proposes a precise rotation angle measurement method considering dynamic tracking of the worm wheel side surface. First, bilateral filtering and CLAHE are applied to the image sequence over a complete rotation cycle of the worm wheel, and the region of interest is determined using the Otsu thresholding method. Second, the Canny operator is introduced to improve the oriented features from accelerated segment test (FAST) and rotated binary robust independent elementary features (BRIEF) (ORB) feature extraction algorithm, so as to obtain a stable feature point set with high response, and a multi-scale pyramidal optical flow method and Kalman filter are integrated to achieve robust tracking of feature points between adjacent frames. Finally, the rotational component is extracted by constructing an inter-frame motion model, thereby completing the calculation of the inter-frame rotation angle and cumulative rotation angle of the worm wheel, and the transmission smoothness is evaluated based on the peak-to-peak value of rotation angle fluctuation. Experimental results show that, under different illumination conditions, rotational speeds, and numbers of teeth, the mean absolute error of the inter-frame rotation angle measured by the proposed method is controlled within 0.003 9°~0.004 7°, the root mean square error is 0.005 3°~0.006 7°, the 95th percentile absolute error is 0.010 7°~0.018 2°, the cumulative rotation angle is highly consistent with the encoder results, and the maximum deviation of rotation angle fluctuation is controlled within 0.024 7°. The proposed method can effectively achieve precise measurement of the worm wheel rotation angle during worm gear transmission without requiring an end-face reference, showing strong resistance to motion interference, good dynamic detection capability, and promising engineering application prospects.

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郑永,段高歆,陈艳,张天恒,何智颖.计及蜗轮侧面动态跟踪的转角精密测量方法[J].仪器仪表学报,2026,47(4):180-190

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  • 在线发布日期: 2026-06-08
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