The present invention relates to a linear actuator that converts rotary motion of a rotary driving source into rectilinear motion, and to a forklift truck equipped with the linear actuator.
In recent years, a trend towards using electrically driven actuators as the actuators for various machines and devices, in place of conventional hydraulic actuators, is increasing as integral part of the countermeasures against environmental pollution and global warming. This tendency aims at achieving several advantageous effects obtainable from using electrically driven actuators. For example, not using the hydraulic oil required for the operation of hydraulic machines or devices serves as an environmental preventive in itself, and at the same time, the improvement of efficiency by electrical driving is useful for reducing motive power consumption. In addition, it is possible to further reduce motive power consumption by utilizing power regeneration, to reduce the local environmental load at the operating site of the actuator by converting its source of energy from the fuel in an internal-combustion engine into electric power, and to use energy more effectively in a wider area by using midnight electric power via batteries. Such a trend is already extending to the application field of the linear actuators which generate large thrust, as with the hydraulic cylinders most commonly used on construction machines. For these reasons, needs for electrically driven linear actuators durable for large-thrust generation are also increasing.
Among the rotary-to-linear conversion mechanisms used in electrically driven linear actuators are ball screws that use a small ball as the rolling body disposed in a clearance between a screw shaft and a nut member. This conventional technique causes point contact between the screw shaft, the nut member, and the small ball, thus resulting in flaking due to a significant Hertzian stress, and tending not to guarantee enough durability for use in large-thrust long-life applications.
The techniques intended to solve problems of this kind include those which adopt, instead of the small ball in the ball screw, a roller that rotates as a rolling body about a rotating shaft disposed substantially parallel to a central axis of a screw shaft. These techniques are described in, for example, Japanese Patent Application Publication No. JP,A 1986-286663, Japanese Utility Model Registration Publication No. JP,Y 2594535, and others. Other similar techniques employ a roller that rotates as a rolling body about a rotating shaft disposed on a plane substantially orthogonal to a central axis of a screw shaft (see Japanese Patent Application Publication Nos. JP,B 1994-17717, JP,U 1987-91050, and others). These conventional techniques each using the roller as a rolling body aim at reducing the above-mentioned Hertzian stress for improved durability against flaking, by generating linear contact or a contact state close thereto between the roller and the screw shaft.
Patent Document 1: JP,A 1986-286663
Patent Document 2: JP,Y 2594535
Patent Document 3: JP,B 1994-17717
Patent Document 4: JP,U 1987-91050
To bring the screw shaft and the roller into linear contact as discussed above, predetermined contact sections between both need to be brought into parallel contact exactly as designed. When an actual linear actuator mechanism is considered, however, dimensional errors between parts cause a backlash between the parts in relative motion. This means that one must be aware beforehand of the fact that under an assembled state or a loaded state, variations in backlash occur since as-designed ideal positional relationships and/or relative positions (inclinations) between the parts are usually unobtainable.
The above-discussed backlash due to dimensional errors, therefore, prevents the contact sections between the screw shaft and the roller from becoming parallel exactly as designed. As a result, the screw shaft and the roller cannot come into linear contact. Instead, both come into one-side contact (point contact), which results in significant Hertzian stressing due to edge loading. This means that changing the contact state from point contact to linear contact will require adding a new quality-control item that is a control of directionality of the contact sections and thus reduce tolerances for the dimensional errors, assembly errors, and the like. That is to say, it is realistically difficult to stably bring the screw shaft and the roller into linear contact and hence to reduce Hertzian stresses for improved durability against flaking.
An object of the present invention is to provide a linear actuator capable of bringing reliably a roller and a screw shaft into linear contact, even in presence of a backlash between parts due to dimensional errors between the parts.
In order to attain the above object, a linear actuator according to an aspect of the present invention includes: a screw shaft, a screw thread formed spirally on an outer circumference of the screw shaft; main rollers with rolling surfaces each of which comes into contact with a flank surface of the screw thread, the main rollers each rolling along the flank surface via the rolling surface by rotating about a rotational axis; roller support members each supporting one of the main rollers so as to enable rotation of the roller about the rotational axis; and a roller cage supporting each roller support member so as to enable oscillation of the support member with respect to a force transmitted from the flank surface via the rolling surface to the main roller, the roller cage being constructed to turn about the screw shaft in relative form with respect thereto when the main roller rolls.
The present invention reliably brings the roller and the screw shaft into linear contact, even in the presence of the backlash between parts due to dimensional errors between the parts.
Hereunder, embodiments of the present invention will be described using the accompanying drawings.
The linear actuator shown in
Spirally formed screw thread 30 is provided on an outer circumference of the screw shaft 1, and the thread has a bottom larger than a top thereof. The thread 30 in the present embodiment has a trapezoidal cross section, and at a radially outward face thereof with respect to the screw shaft 1, the thread is substantially parallel to the central axis of the screw shaft 1. The thread 30 includes inclined flank surfaces 1a and 1b each extending from each ends of the substantially parallel face, towards the screw shaft 1.
In other words, the flank surfaces 1a, 1b in the present embodiment are inclined with respect to the screw shaft 1 so that the bottom of the thread 30 is larger than the top thereof. The thread 30 formed in this way forms thread groove on the outer circumference of the screw shaft 1. The screw shaft 1 is male-threaded. Where appropriate, of the flank surfaces 1a, 1b, a flank surface on the right side of thread 30 relative to the top thereof in
The roller cage 2 that supports the main rollers 4 via the roller support members 6 is constructed so that when the main roller 4 rolls along the surface of the thread 30, the cage will rotate about the screw shaft 1 in relative form with respect thereto. The roller cage 2 includes main roller insertion holes 3 (3a, 3b, 3c) into each of which one of the roller support members 6 and one of the main rollers 4 are inserted, oscillating pin insertion holes 2a into each of which an oscillating pin 7 is inserted, auxiliary roller insertion holes 2b into each of which an auxiliary roller 12 and auxiliary roller position-adjusting means 20 are inserted, keyways 2c (see
Each main roller insertion hole 3 is appropriately formed to fit a shape of the roller support member 6 and that of the main roller 4, as shown in
In the roller cage 2 of the present embodiment, three main roller insertion holes, 3a, 3b, 3c are provided and three roller support members 6 are accommodated. The three main roller insertion holes are numbered 3a, 3b, and 3c, in that order from depths of the sheet of
Detailed configurations of each roller support member 6 and the main roller 4 are described below using
The roller support member 6 shown in
As shown in
A rolling surface 4c that comes into contact with the right flank surface 1a is provided in a circumferential direction of the rolling portion 4e, and the rolling portion 4e rolls along the right flank surface 1a via the rolling surface 4c. The rolling surface 4c is formed to be able to come into linear contact with the right flank surface 1a. Bringing the rolling surface 4c and the right flank surface 1a into linear contact, therefore, reduces a Hertzian stress and thus improves durability against flaking. The contact section between the rolling surface 4c and the right flank surface 1a is hereinafter termed the “linear contact zone (or simply contact zone) N” (see
In the present embodiment, the contact zone N is approximated assuming that it is positioned on the cross section VII-VII. That is to say, the following description assumes that the right flank surface 1a with which the rolling surface 4c is in contact in
In a case that, as in the present embodiment, the right flank surface 1a of the thread 30 is inclined with respect to the central axis of the screw shaft 1, each main roller 4 is preferably formed so that in a definite range in a direction of the rotational axis D of the main roller, sections of the rolling portion 4e gradually decrease in diameter as the sections are closer to the screw shaft 1 to fit a particular shape of the right flank surface 1a. Forming the main roller 4 in this way enables the main roller 4 and screw shaft 1 to be brought into mutual contact at sections that are distant from and at sections that are close to respective central axes, in addition, enables suppression of slipping to a very small level at all contact points of the both.
In addition, the rotational axis D in the present embodiment is fixed with respect to the roller cage 4 so as to retain a posture in which a line imaginarily extending the rotational axis D intersects the screw shaft 1. In other words, the rotational axis D of the main roller 4 can be described as being positioned on a plane that intersects the central axis of the screw shaft 1 (i.e., in the present embodiment, a plane on the cross section VII-VII, the plane being described later herein) at an angle nearly equal to the lead angle γ (see
Forming the rolling surface 4c to ensure its contact with the right flank surface 1a while retaining the rotational axis D in the above posture, therefore, enables the rolling surface 4c and the right flank surface 1a to be brought into contact with each other at sections close to respective central axes. Such forming also enables sections distant from the respective central axes to be brought into mutual contact. Thus, local slipping between the main roller 4 and the thread 30 is suppressed, which in turn leads to highly efficient operation of apparatuses.
Furthermore, while retaining the above posture, the rotational axis D in the present embodiment is maintained in a posture inclined towards the thread 30 with which the rolling surface 4c is in contact. That is to say, as shown in
To increase the diameter of the rolling portion 4e to such a level that the inner end face 4d faces the thread 30 as described above, the inner end face 4d is preferably formed with a gently curved recess, as in the present embodiment. This is because the recess formed on the inner end face 4d avoids contact of this end face with the thread 30. In addition, if the inner end face 4d is formed with such a recess, even when an angle at which the rotational axis D of the main roller 4 is inclined towards the thread 30 is small, interference between the end face 4d and the thread 30 at next pitch can be avoided. Inclining the rotational axis D at a small angle in this form enables an outside diameter of the roller cage 3 to be made small.
The two oscillating pins 7 inserted in the oscillating pin insertion holes 6a in
During definition of an oscillation axis H of the oscillating pins 7, any single point in the contact zone N is taken as typical point A (for the reasons described later herein, point P3 positioned nearly centrally in the contact zone N is taken as typical point A in the present embodiment). A spiral region positioned on a cylindrical surface which passes through typical point A (P3) and shares the same central axis with the screw shaft 1, this spiral region passing through typical point A and having the same lead L as that of the screw shaft 1, is taken as typical spiral region E (see
At this time, the oscillation axis H intersects with typical plane S, and the intersection between the oscillation axis H and typical plane S is positioned on or in neighborhood of line I passing through typical point A on typical plane S. The oscillation axis H is also fixed to intersect a face orthogonal to the central axis of the screw shaft 1, at the angle of γ, as shown in
In order for the main roller 4 to oscillate more efficiently by means of the force F, the oscillation axis H is preferably made nearly orthogonal to typical plane S. In response to this, the oscillation axis H in the present embodiment is orthogonal to typical plane S, at point P4. This can be seen from the fact that in
For even more efficient oscillation of the main roller 4 by means of the force F, the intersection between the oscillation axis H and typical plane S is preferably positioned on line I. In response to this, point P4 in the present embodiment is positioned on line I.
Furthermore, for unified distribution of stresses in the contact zone N, typical point A is preferably selected to be positioned nearly centrally in the contact zone N. In response to this, point P3 positioned centrally in the contact zone N is selected as typical point A in the present embodiment. Typical spiral E around P3 is not shown in
If an expression different from the above is used, it can be restated that if typical spiral E has a lead angle θ, when a group of intersections between typical spiral E and a plane passing through the central axis of the screw shaft 1 in
As described above, the oscillating pin 7 works as the oscillation axis of each roller support member 6. At the same time, the oscillating pin 7 also functions to transmit a load between the roller cage 2 and the roller support member 6 by utilizing a shearing stress occurring at the oscillating axis.
In addition, as will be seen by referring to
The auxiliary roller insertion holes 2b that are nearly cylindrical holes formed in a radial direction of the roller cage 2 are each provided at a position about 180 degrees apart from the position of each main roller insertion hole 3 (each main roller 4), towards the circumference of the screw shaft 1. That is to say, the roller cage 2 in the present embodiment has three main roller insertion holes, 3a, 3b, 3c, and three auxiliary roller insertion holes, 2b. An auxiliary roller holder 15, an auxiliary roller 12, and auxiliary roller position-adjusting means 20, and more are inserted within each auxiliary roller insertion hole 2b.
On the screw shaft side of the auxiliary roller holder 15 shown in
One end of the auxiliary roller shaft 14 that is close to the fixing nut 16, and part of the fixing nut 16 protrude from the auxiliary roller holder 15. In order to prevent the thus-protruding auxiliary roller shaft 14 and fixing nut 16 from interfering with the roller cage 2, the auxiliary roller insertion hole 2b has a circularly shaped notch 2d. In addition, on a side of the auxiliary roller insertion hole 2b, a concave keyway 2c is formed in a direction other than that of cross section IX-IX, as shown in
The auxiliary roller position-adjusting means 20 that adjusts a fixing position of the rotational axis J of the auxiliary roller 12 with respect to the screw shaft 1 is mounted at radial outside of the screw shaft 1, in the auxiliary roller holder 15. The auxiliary roller position-adjusting means 20 in the present embodiment is composed primarily of an adjusting nut 10 and a locking nut 11.
The adjusting nut 10 has a male-threaded portion on its outer circumference thereof, and is mounted at the radial outside of the screw shaft 1 adjacently to the auxiliary roller holder 15. The male-threaded portion of the adjusting nut 10 is threadably engaged with a female-threaded portion in the auxiliary roller insertion hole 2b. For example, if the adjusting nut 10 is rotated in a direction that the male-threaded portion is threaded down into the female-threaded portion, the auxiliary roller holder 15 is moved towards the screw shaft 1. Adjusting a position of the adjusting nut 10 in this way makes adjustable the fixing position of the rotational axis of the auxiliary roller 12 with respect to the screw shaft 1. A counterbore is provided in a central position of the adjusting nut 10 in the present embodiment, and the locking nut 11 is inserted in the counterbore.
The locking nut 11 is threadably engaged with the auxiliary roller holder 15 via a convex portion provided at the radial outside of the screw shaft 1, in the auxiliary roller holder 15. Rotating the locking nut 11 in a direction that the nut 11 is threaded onto the auxiliary roller holder 15 enables the adjusting nut 10 to be fixed between the locking nut 11 and the auxiliary roller holder 15. Such rotation of the locking nut 11 constrains the rotation of the adjusting nut 10, thus fixing a position of the auxiliary roller holder 15 with respect to the screw shaft 1, that is, the position of the rotational axis of the auxiliary roller 12.
Next, advantageous effects of the above-constructed linear actuator according to the present invention are described below.
The linear actuator according to the present embodiment includes: the main roller 4 having the rolling surface 4c which comes into contact with the flank surface 1a of the thread 30, the main roller 4 rolling along the flank surface 1a via the rolling surface 4 by rotating about the rotational axis D; the roller support member 6 that supports the main roller 4 so as to enable the roller to rotate about the rotational axis D; and the roller cage 2 that supports the roller support member 6 so as to make this support member able to oscillate with respect to the force transmitted from the flank surface 1a via the rolling surface 4c to the main roller 4, and rotates about the screw shaft 1 in relative form with respect thereto when the main roller 4 rolls.
Consider a case in which as shown in
When the contact force F1 acts at point P5 as shown in the figure, the contact force F1 passes through a position deviated upward from the oscillation axis H (intersection P4 of the oscillation axis H and cross section VII-VII), hence generating a moment Ml around the oscillation axis H. The generation of the moment Ml rotates the entire roller support member 6 clockwise in
Even in absence of such an extreme one-side contact state as shown in
b) shows a state in which one-side contact is occurring at the inner circumferential side of the screw shaft 1, conversely to the state in
When the contact force F2 acts upon point P6 as shown in the figure, the contact force F2 passes through a position deviated downward from point P4, hence generating a moment M2 around the oscillation axis H. The generation of the moment M2 rotates the entire roller support member 6 counterclockwise in
c) shows a state in which a position at which the resultant force of the contact force components between the flank surface 1a and the rolling surface 4a acts is present at central point P3 on the flank surface 1a. In the figure, the resultant force F3 of the contact force components exerted from the flank surface 1a upon the rolling surface 4a is shown with an arrow drawn perpendicularly to the cross-sectional profile of the flank surface la from point P3.
When the contact force F3 acts upon point P3 as shown in the figure, the contact force F3 passes through point P4, hence not generating a moment around the oscillation axis H. That is to say, when the resultant force of the contact force components between the flank surface 1a and the rolling surface 4a passes through the oscillation axis H, the roller support member 6 maintains a stable posture, so the acting position (P3) of the resultant force F3 of the contact force components between the flank surface 1a and the rolling surface 4a remains unchanged. At this time, the contact force between the flank surface 1a and the rolling surface 4a actually acts as a linearly distributed load, but the fact that the position of the resultant force can be maintained at point P3 that is the central position of the flank surface 1a means that the load can be equally distributed at nearly a fixed rate in terms of linear load distribution. Briefly, since the position of the resultant force can thus be maintained, a maximum value in the load distribution can be held down to a small value.
According to the present embodiment, as described above per
Additionally, the present embodiment simultaneously achieves high motive-power transmission efficiency and high durability against large thrust, in electrically driven linear actuators. What's more, both are achieved under a configuration of very high robustness with minimum impacts of dimensional errors between constituent parts. This allows easier use of electrically driven linear actuators in hydraulic cylinders and other conventional actuator-related applications that require large thrust. The high motive-power transmission efficiency of these electrically driven linear actuators, therefore, leads to highly efficient operation of the apparatuses for which the actuators are used.
Furthermore, the linear actuator in the present embodiment includes three main rollers 4 that each roll along one of the two flank surfaces constituting the thread 30 (in the present embodiment, the flank surface 1a). The three main rollers 4 constructed to roll along one flank surface, can all be reliably brought into contact with the flank surface, even if slight dimensional errors exist between parts. Better still, even if one-side contact occurs, the three main rollers, 4, can all be reliably brought into linear contact with the flank surface since each roller support member 6 oscillates as described above. IN short, according to the present embodiment, high robustness can be achieved while avoiding adverse effects of dimensional errors between parts.
By the way, the linear actuator according to the present embodiment includes the auxiliary rollers 12 that roll along the left flank surface 1b, and the auxiliary roller position-adjusting means 20 that adjusts the fixing position of the rotational axis J of the auxiliary roller 12 with respect to the screw shaft 1. The fixing position of the rotational axis J of the auxiliary roller 12 can be adjusted by rotating the adjusting nut 10.
Using the auxiliary roller position-adjusting means 20 enables the roller cage 2 to be mounted on the screw shaft 1 via all main rollers 4 and auxiliary rollers 12 in absence of axial and radial backlash of the screw shaft 1. More specifically, this can be performed by confirming that as described above, the main rollers 4 are in linear contact with the right flank surface 1a via the oscillating pins 7, and then while retaining this state, rotating the adjusting nut 10 to move the auxiliary rollers 12 in the direction of the screw shaft 1 until the rollers 12 have come into contact with the left flank surface 1b. During this procedure, the roller cage 2 is preferably fixed so that the end faces 2e, 2f thereof are perpendicular to the central axis of the screw shaft 1.
In addition, the auxiliary rollers 12 can be constantly preloaded by further rotating the adjusting nut 10 through a predetermined angle with the rollers 12 in contact with the left flank surface 1b. Conversely, any backlash between the screw shaft 1 and the roller cage 2 can be controlled to a certain level by rotating the adjusting nut 10 in a direction opposite to the above (i.e., loosening the nut) with the rollers 12 in contact with the left flank surface 1b. That is to say, if the auxiliary roller position-adjusting means 20 is provided as described above, variations in preload and backlash due to accumulation of dimensional errors between constituent parts can be suppressed by rotating the adjusting nut 10 in the opposite direction. In the description of the present embodiment, an element that adjusts the fixing position of the rotational axis J in the radial direction of the screw shaft 1 has been taken as an example of the auxiliary roller position-adjusting means 20. The means 20 may however be an element that adjusts the fixing position of the rotational axis J in the axial direction of the screw shaft 1.
Next, a second embodiment of the present invention is described below.
Referring to
The mast 70 in
In the forklift truck of the above-described configuration, when the motor 74 is driven using the steering device, the screw shaft 1 is rotationally driven to move the roller cage 2 along the screw shaft 1. Thus, the inner frame 72 supported by the roller cage 2 is lifted upward or downward, thus moving the forks 80 upward or downward. The linear actuator in each embodiment described above can be used in this way as a height control device for the forks 80 of the forklift truck. That is to say, according to the present embodiment, an electrically driven actuator can be used as an actuator for the forklift trucks in which a hydraulic actuator has been mainly used before.
1 . . . Screw shaft 1, 1a . . . Right flank surface 1a, 1b . . . Left flank surface, 2 . . . Roller cage, 2a . . . Oscillating pin insertion hole, 2b . . . Auxiliary roller insertion hole, 2c . . . Keyway, 2d . . . Circular notch, 2e . . . End face, 2f . . . End face, 3 . . . Main roller insertion hole, 4 . . . Main roller, 4a . . . Rotating shaft, 4c . . . Rolling surface, 4d . . . Inner end face, 4e . . . Rolling portion, . . . Rolling bearing (Tapered roller bearing), 6 . . . Roller support member, 6a . . . Oscillating pin insertion hole, 7 . . . Oscillating pin, 9 . . . Sliding key, 10 . . . Adjusting nut, 11 . . . Locking nut, 12 . . . Auxiliary roller, 13 . . . Needle, 14 . . . Auxiliary roller shaft, 15 . . . Auxiliary roller holder, 16 . . . Fixing nut, 20 . . . Auxiliary roller position-adjusting means, 30 . . . Screw thread, 73 . . . Linear actuator, 80 . . . Fork D . . . Rotational axis of main roller, E . . . Typical spiral, H . . . Oscillation axis, I . . . Line passing through typical point P on typical plane S, the line being orthogonal to contact zone N, J . . . Rotational axis of auxiliary roller, N . . . Linear contact zone, S . . . Typical plane
Number | Date | Country | Kind |
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2009-147770 | Jun 2009 | JP | national |
Filing Document | Filing Date | Country | Kind | 371c Date |
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PCT/JP2010/060447 | 6/21/2010 | WO | 00 | 1/24/2012 |