基于误差转换的汽车曲轴圆度及圆柱度误差评价数学模型构建研究

针对国内汽车曲轴轴颈圆度误差、圆柱度误差检测普遍存在的效率低、精度低等问题,建立基于误差转换的平面曲线和空间曲线误差数学模型,结合圆和圆柱的数学表达建立满足最小包容条件的圆度和圆柱度误差评定数学模型,并采用遗传优化算法计算出符合最小评定要求的曲轴轴颈形位误差,解决了理想包容要素位姿参数不精确的问题。同时,建立基于图像域的汽车曲轴轴颈形状误差检测试验台,针对测量过程中连杆轴颈沿主轴颈公转运动,从而导致连杆轴颈图像域检测数据存在坐标不归一问题,以曲轴法兰端特征孔为基准,通过模板匹配特征与孔边缘提取实现了连杆轴颈圆度和圆柱度测量数据空间坐标归一化处理。以某型号发动机曲轴为例进行大样本误差检测试验,并与三坐标测量机测得的结果进行对比,数据分析表明提出的曲轴轴颈形状误差检测方法的精度为1μm,且重复检测误差在0.1μm以内,证明了其理论上的正确性及实践操作的可行性。     

圆柱度仪测量圆柱体锥度及跳动的研究

利用在圆柱度仪上采用两截面和多截面测量法测得的数据,建立适用于圆柱体锥度评定的几种模型,并建立了圆柱体端面和径向跳动在圆柱度仪上测量与评定的模型。     

Adaptive Monte Carlo and GUM methods for the evaluation of measurement uncertainty of cylindricity error

Measurement uncertainty is one of the most important concepts in geometrical product specification (GPS). The “Guide to the expression of uncertainty in measurement (GUM)” is the internationally accepted master document for the evaluation of uncertainty. The GUM method (GUMM) requires the use of a first-order Taylor series expansion for propagating uncertainties. However, when the mathematical model of measurand is strongly non-linear the use of this linear approximation may be inadequate. Supplement 1 to GUM (GUM S1) has recently been proposed based on the basis of probability density functions (PDFs) using the Monte Carlo method (MCM). In order to solve the problem that the number of Monte Carlo trials needs to be selected priori, adaptive Monte Carlo method (AMCM) described in GUM S1 is recommended to control over the quality of the numerical results provided by MCM.The measurement and evaluation of cylindricity errors are essential to ensure proper assembly and good performance. In this paper, the mathematical model of cylindricity error based on the minimum zone condition is established and a quasi particle swarm optimization algorithm (QPSO) is proposed for searching the cylindricity error. Because the model is non-linear, it is necessary to verify whether GUMM is valid for the evaluation of measurement uncertainty of cylindricity error. Then, AMCM and GUMM are developed to estimate the uncertainty. The procedure of AMCM scheme and the validation of GUMM using AMCM are given in detail. Practical example is illustrated and the result shows that GUMM is not completely valid for high-precision evaluation of the measurement uncertainty of cylindricity error if only the first-order terms in the Taylor series approximation are taken into account. Compared with conventional methods, not only the proposed QPSO method can search the minimum zone cylindricity error precisely and rapidly, but also the Monte Carlo simulation is adaptive and AMCM can provide control variables (i.e. expected value, standard uncertainty and lower and higher coverage interval endpoints) with an expected numerical tolerance. The methods can be extended to the evaluation of measurement uncertainty of other form errors such as roundness and sphericity errors.     

圆柱度的三点法测量技术

本文针对圆柱度误差的精密测量,提出了一种可分离截面圆度误差、截面半径差和截面最小二乘圆心初始位置并重构出被测圆柱形貌的方法,即三点法圆柱度误差分离与重构技术。据此方法,只要拾取3个传感器在各测量截面上的输出信号,就可以获得各截面上的测点在绝对坐标系内的位置,实现圆柱度的精密测量。同时还可以得到回转轴的纯回转运动误差和测量架的直行运动误差。     

基于新一代几何产品技术规范的圆柱体直径的测量方法研究

对于圆柱体的直径尺寸，除了两点尺寸、实际尺寸以及局部实际尺寸外，国家标准还将规定计算尺寸（包括面积直径、周长直径和体积直径）与全局尺寸（包括最小二乘直径、最大内接直径和最小外接直径）。根据这些直径的特点，依据圆柱度截面测量法建立了相应的评定模型。     

基于坐标测量机和拟粒子群进化算法的圆柱度误差检测与评定

建立了任意位置下基于坐标测量机检测的圆柱度误差最小区域解的数学模型,提出了采用拟粒子群进化算法求解最小区域圆柱度误差新方法。该算法使用实数编码,由拟随机Halton序列产生粒子的初始位置和速度,基于浓缩因子法修改粒子的速度。为了验证算法的有效性,对文献中测量数据采用提出的方法进行圆柱度误差计算并将结果与多种算法计算结果进行比较,同时在加工中心加工大量轴类零件,使用三坐标测量机对零件进行实测,应用该进化算法计算最小区域圆柱度误差并与三坐标测量机给出的结果进行比较。实验结果均证实了提出的方法不仅优化速度快、计算精度高,而且算法简单,需设置参数少,便于推广应用。     

Accurate cylindricity evaluation with axis-estimation preprocessing

Evaluating cylindricity is a very important application in metrology. In this paper, we focus on cylindricity evaluation based on radial form measurements. The standard characterization of cylindricity is the notion of zone cylinder, i.e. the cylindrical crown contained between two coaxial cylinders with minimum radial separation and containing all the data points. Unfortunately, the construction of the zone cylinder is a very complex geometric problem, which can be formulated as a nonlinear optimization. Recently a new method (referred to here as the hyperboloid method) has been discussed, which avoids the direct construction of the zone cylinder of a point set, but approximates it with guaranteed accuracy through a computationally very efficient iterative process based on a linearization of the underlying problem. The iterations can be viewed as the construction of a sequence of “zone hyperboloids” tending to the desired “zone cylinder.” An important requirement of the method, however, is that the initial position of the cylindrical specimen axis be nearly vertical, since significant deviations from this condition essentially invalidate the process. It is the purpose of this paper to remove this shortcoming of the hyperboloid technique by providing a simple procedure for appropriately initializing the data (axis estimation). Axis estimation and the hyperboloid technique constitute an integrated methodology for cylindricity evaluation, which is currently the most effective. The theoretical foundations of the method are reviewed from a viewpoint that highlights its essential features and intuitively explains its effectiveness. The analytical discussion is complemented by experimental data concerning a few significant samples.     

具有二重机制的生物地理优化算法及圆柱度 误差评定研究*

生物地理学优化算法(Biogeography-base optimization, BBO)是一种新型的智能算法,因其参数少、易于实现等优点而受到学界的广泛关注和研究,并显示出了广阔的应用前景。为了提高算法的优化性能,对BBO算法提出一种改进。改进的算法在将差分优化算法(Differential evolution, DE)中的局部搜索策略同BBO算法中的迁移策略相结合的基础上,针对迁移算子和变异算子分别做出改进,并通过基准函数的测试证明了改进后的算法在迭代过程中种群进化、寻优能力以及算法的收敛性能得到进一步提升。尝试将改进了的生物地理学优化算法应用于圆柱度误差评定。依据国家标准,结合最小区域法,以圆柱度误差数学模型为目标函数,该算法实现了误差评定优化求解。通过该寻优结果与其他方法的评定结果的比较,验证了该种算法的可行性和正确性及其优越性。     

Study on the evaluation of cylinder’s global sizes

In ISO 14405-1, the global sizes, such as least-squares diameter, minimum circumscribed diameter and maximum inscribed diameter are defined. The diameters above can be measured by using cylindrical coordinate measuring method like the circular section measuring method of cylindricity error. The determination method of the least-squares diameter was firstly given based on the cylindrical measuring system, and the optimization models of the minimum circumscribed diameter and the maximum inscribed diameter were built, respectively. The corresponding objective functions were unified as “minimax” expressions. For the four axis parameters of the cylinder with the minimum circumscribed diameter or the maximum inscribed diameter, the searching ranges of cylinder’s axis parameters for their optimal solutions were defined numerically. Thereafter, the genetic, steepest decent and BFGS-0.618 algorithms were introduced, and the optimization evaluation algorithms of two kinds of diameters mentioned above were given. Based on many cylinders’ profiles obtained by the circular section measuring method on a measuring instrument of cylinder’s global sizes which was developed by Zhongyuan University of Technology, Zhengzhou, China. The accuracy, efficiency and suitability of three optimization algorithms were investigated through the evaluation of a lot of the minimum circumscribed diameters and the maximum inscribed diameters. The measurement uncertainty of the global sizes for the cylindrical specimen was analyzed, and the measurement uncertainties of the sizes in the radial and z directions are ±0.95 μm and ±0.5 μm, respectively. The total measurement uncertainties of the global sizes of the cylindrical specimens with the specifications of ϕ10 × 120 mm and ϕ100 × 300 mm are ±3.8 μm and ±5.7 μm, respectively. The investigation results showed that for the evaluation of the globe sizes, any one of three algorithms above is not absolutely prior to the other two algorithms while considering both evaluation accuracy and efficiency, and the difference of their evaluation results do not exceed 0.5 μm. On the other hand, many points between the maximum value and the least value do not affect the evaluation results in optimization process. For improving the evaluation efficiency, by de-selecting those points while considering the characteristic parameter was also studied based on the statistic method and experiment. Coefficient t should be less than 0.3 to ensure the evaluation accuracy. This research may be useful for developing the next generation measurement instrument for the global sizes and the way forward for the digital manufacturing.     

用正交试验分析电参数对小孔圆柱度的影响

为实现电火花加工小孔圆柱度误差的合理控制,通过工艺试验研究了放电参数与小孔圆柱度间的规律。提出了多截面直角坐标测量方法,用线切割对已加工小孔的工件进行轴向和径向切割,以产生反映小孔特征的母线基准和圆基准;然后,用万能工具显微镜对这两个基准上的特征点进行测量,最终实现小孔圆柱度的定量评定。在此基础上,采用正交试验研究了放电参数(开路电压、电流,脉宽,脉间,抬刀周期)对小孔圆柱度的影响。结果表明,脉宽对圆柱度的影响最为显著,开路电压次之,其余3个参数的影响较弱;实验获得了以圆柱度误差最小为评价目标的一组放电参数:开路电压110V,电流0.6A,脉宽150μs,脉间120μs,抬刀周期1+2s。验证实验得到了平均半径为0.30184mm的小孔,其圆柱度误差为0.021mm,说明用该方法控制电火花加工小孔的圆柱度是有效的。     

Cylindricity modeling and tolerance analysis for cylindrical components

The circular and cylindrical features are fundamental geometric features in machines. Cylindricity error affects the fitting conditions of cylindrical components and impacts the performance of the precision products. In this paper, the cylindricity error was modeled using L-F functions and evaluated by particle swarm optimization algorithm. Then the contact method is developed to determine the position accuracy through the virtual assembling of the bore and shaft using Monte Carlo simulation. The effects of the cylindricity error and the number of lobes on the position error were analyzed in detail. The results indicate that the cylindricity error has more significant influence on the position accuracy between the cylindrical parts than the roundness error. Using the suggested method in the paper, the position accuracy can be rapidly predicted after the design tolerances are allocated or the geometrical errors are measured on manufactured parts.     

基于面阵传感技术的圆柱度测量新方法

针对现行圆柱度测量方法的局限性和存在的问题,提出一种基于面阵传感技术的圆柱度测量新方法———多孔径重叠扫描拼接测量。该方法以数字光栅条纹投射技术为单视角测量手段,利用多孔径重叠扫描拼接技术实现各个单视角面形数据的精确融合拼接,从而获得零件的整个圆柱表面的面阵数据。文中给出圆柱度扫描拼接测量原理、拼接模型及算法,并通过对样品轴实测证明该方法的准确性和可行性。该方法具有非接触、高效、全场的特点,且能够满足新一代GPS(geometrical product specifications,产品几何技术规范)标准的采样要求,从而为圆柱度的精确评定提供可靠的数据信息。     

圆度误差的网格搜索算法

本文提出了一种新的圆度误差评定方法—网格搜索算法,详细论述了该算法求解圆度误差的原理和步骤。该算法不采用最优化及线性化方法,其原理是在最小二乘圆心周围按一定规则布置一系列的网格点,依次以各网格点为理想圆心计算所有测点的半径值,按照圆度误差的定义即可获得相应评定方法(最小区域圆法、最小外接圆法和最大内接圆法)的圆度误差值。试验及仿真结果表明,网格搜索算法可以有效、正确地评定圆度误差。     

一种基于最小条件的线轮廓度误差评定方法

提出一种模拟实际量具测量过程的方法来评定线轮廓度误差。该方法遵循国家标准中对形状公差的最小条件要求,通过分析测量点与对应包络边界的位置关系,将测量点集视为刚体,计算边界收缩至最小区域的过程中刚体与边界可能出现的相对运动,最终使所有测点位于最小包容区域内。结果表明：所提方法的评定过程相对于常用优化算法的大范围搜索更有全局性与单一性,可有效避免出现由算法缺陷导致搜索结果陷入局部解的情况。该方法适用于线轮廓度误差的评定。     

Precision modeling of form errors for cylindricity evaluation using genetic algorithms

A heuristic approach is proposed in this paper to model form errors for cylindricity evaluation using genetic algorithms (GAs). The proposed GAs method shows good flexibility and excellent performance in evaluating the engineering surfaces via measurement data involved with randomness and uncertainty. The numerical-oriented genetic operator is used as a basic representation for error modeling in the paper. The theoretical basis for the proposed Gas-based cylindricity evaluation algorithms is first presented. The performance of the method under various combinations of parameters and the precision improvement on the evaluation of cylindricity are carefully analyzed. One numerical example is presented to illustrate the effectiveness of the proposed method and to compare the Gas-based modeling results with those obtained by the least-squares method. Numerical results indicate that the proposed GAs method does provide better accuracy on cylindricity evaluation. The method can also be extended for solving difficult form error minimization and profile evaluation problems of various geometric parts in engineering metrology.     

A combinatorial optimization approach for evaluating minimum-zone spatial straightness errors

This paper presents a new and robust approach for the accurate evaluation of minimum-zone spatial straightness error from a set of coordinate measurement data points. The algorithm iteratively searches for the specific data points that define the minimum bound of the spatial straightness zone using combinatorial optimization. It is based on the fact that the minimum circumscribed cylinder of a point set, which is equivalent to the minimum spatial straightness zone of the measurement data, will pass through three, four, or five of the data points that constitute the convex hull vertices of the entire data set. Computed results have shown that although the presented approach may lead to increased computational time, it is robust and able to construct the exact minimum circumscribed cylinder for a given point set. The minimum-zone spatial straightness error can thus be evaluated with the best possible accuracy. The advantage of the presented algorithm is demonstrated via comparison with published computed results of existing algorithms.     

轴承沟道形状误差的最小二乘评定

结合轴承沟道形状误差的几何特性,提出了轴承沟道形状误差的最小二乘评定,详细阐述了利用最小二乘算法求解轴承沟道形状误差的过程和步骤。该算法采用最小二乘法拟合每条线轮廓的中心,得到一个空间圆及方程;求解空间圆与每条线轮廓所在平面的交点坐标;计算每条线轮廓上测点至所对应的每个交点的距离中最大值和最小值之差,从中找到最大极差值,即得到包容整个轴承沟道的最小二乘形状误差值。该算法简单明确,具有精度高、易于计算机程序实现、易于推广应用等特点。     

Predictive framework for cutting force induced cylindricity error estimation in end milling of thin-walled components

The static deflections of cutting tool and workpiece are the primary source for the deviation of machined components from the design specifications during end milling of thin-walled geometries. The deviations are expressed as per the Geometric Dimensioning and Tolerancing (GD&T) principles using size, form, and orientation of the features. This paper proposes a computational framework to estimate cutting force induced cylindricity error during end milling of thin-walled circular components. The framework combines computational elements such as Mechanistic force model, Finite Element Analysis (FEA) based workpiece deflection model, Cantilever beam formulation based tool deflection model, and Particle Swarm Optimization (PSO) based cylindricity estimation algorithm. It has been observed that the static deflections of a cutting tool and thin-walled component influence the cylindricity error considerably. The inevitable aspects associated with the end milling of thin-walled circular components such as concave-convex side machining and workpiece rigidity are investigated subsequently. It was observed that the cylindricity error during concave side machining is considerably smaller due to geometric configuration imparting adequate stiffness to thin-walled components. The study also demonstrated that an appropriate combination of productive cutting conditions and the component thickness could reduce cylindricity error considerably. The outcomes of the present study are substantiated by conducting a set of computational simulations and end milling experiments over a wide range of cutting conditions. The computational framework proposed in the present study can assist process planners in selecting appropriate cutting conditions to manufacture thin-walled circular components within tolerance limits specified by the designer.     

Conicity error evaluation using sequential quadratic programming algorithm

Form error evaluation plays an important role in processing quality evaluation. Conicity error is evaluated as a typical example in this paper based on sequential quadratic programming (SQP) algorithm. The evaluation is carried out in three stages. Signed distance function from the measured points to conical surface is defined and the cone is located roughly by the method of traditional least-squares (LS) firstly; the fitted cone and the measured point coordinates are transformed to simplify the optimal mathematical model of conicity error evaluation secondly; and then optimization problem on conicity error evaluation satisfying the minimum zone criterion is solved by means of SQP algorithm and kinematic geometry, where approximate linear differential movement model of signed distance function is deduced in order to reduce the computational complexity. Experimental results show that the conicity error evaluation algorithm is more accurate, and has good robustness and high efficiency. The obtained conicity error is effective.     

Evaluating the geometric characteristics of cylindrical features

This paper presents mathematical models and efficient methodologies for the evaluation of geometric characteristics that define form and function of cylindrical features; namely cylindricity and straightness of median line. These two problems have similar structures and can be solved by comparable procedures. Based on the proposed methodologies, the cylindricity error evaluation can be performed using any of the following criteria: the least squares cylinders, minimum circumscribed cylinders, maximum inscribed cylinders or minimum zone cylinders. The procedures have been tested for accuracy and efficiency. The results indicate that they provide accurate results quickly.