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The purpose of this paper is to develop accurate model and simulation of mechanical power transmission within roller‐screw electromechanical actuators with special attention to friction, compliance and inertia effects. Also, to propose non‐intrusive experiments for the identification of model parameters with an integrator or system‐oriented view.

At system design level, the actuation models need to reproduce with confidence the energy losses and the main dynamic effects. The adopted modelling methodology is based on non‐intrusive measurements taken on a standard actuator test‐bench. The actuator model is first structured with respect to the bond‐graph formalism that allows a clear identification of the considered effects and associated causalities for model implementation. Various approaches are then combined, mixing blocked or moving load, position or torque control and time or frequency domains analysis. The friction representation model is suggested using a step‐by‐step approach that covers a wide domain of operation. The model is validated under varying torque and speed conditions.

A structured model is introduced with support of the bond‐graph formalism. Combining blocked/moving load and time/frequency domain experiments allows the development of progressive model identification. An advanced friction representation model is proposed including the effects of speed, transmitted force, quadrant of operation and roller‐screw preload.

Mechanical transmission energy losses and dynamics are modelled in a system‐oriented view without massive need to confidential design parameters. Not only speed but also load and operation quadrant effects are reproduced by the proposed friction model. The non‐intrusive experimental procedure is made consistent with use of a standard actuator test‐bench.

The electromechanical planetary transmission system has the advantages of high transmission power and fast running speed, which is one of the important development directions in the future. However, during the operation of the electromechanical planetary transmission system, friction and other factors will lead to an increase in gear temperature and thermal deformation, which will affect the transmission performance of the system, and it is of great significance to study the influence of the temperature effect on the nonlinear dynamics of the electromechanical planetary system.

The effects of temperature change, motor speed, time-varying meshing stiffness, meshing damping ratio and error amplitude on the nonlinear dynamic characteristics of electromechanical planetary systems are studied by using bifurcation diagrams, time-domain diagrams, phase diagrams, Poincaré cross-sectional diagrams, spectra, etc.

The results show that when the temperature rise is less than 70 °C, the system will exhibit chaotic motion. When the motor speed is greater than 900r/min, the system enters a chaotic state. The changes in time-varying meshing stiffness, meshing damping ratio, and error amplitude will also make the system exhibit abundant bifurcation characteristics.

Based on the principle of thermal deformation, taking into account the temperature effect and nonlinear parameters, including time-varying meshing stiffness and tooth side clearance as well as comprehensive errors, a dynamic model of the electromechanical planetary gear system was established.

The purpose of this paper is to propose an improved method which can shorten the calculation time and improve the calculation efficiency under the premise of ensuring the calculation accuracy for calculating the response of dynamic systems with periodic time-varying characteristics.

An improved method is proposed based on Runge–Kutta method according to the composition characteristics of the state space matrix and the external load vector formed by the reduction of the dynamic equation of the periodic time-varying system. The recursive scheme of the holistic matrix of the system using the Runge–Kutta method is improved to be the sub-block matrix that is divided into the upper and lower parts to reduce the calculation steps and the occupied computer memory.

The calculation time consumption is reduced to a certain extent about 10–35% by changing the synthesis method of the time-varying matrix of the dynamics system, and the method proposed of paper consumes 43–75% less calculation time in total than the original Runge–Kutta method without affecting the calculation accuracy. When the ode45 command that implements the Runge–Kutta method in the MATLAB software used to solve the system dynamics equation include the time variable which cannot provide its specific analytic function form, so the time variable value corresponding to the solution time needs to be determined by the interpolation method, which causes the calculation efficiency of the ode45 command to be substantially reduced.

The proposed method can be applied to solve dynamic systems with periodic time-varying characteristics, and can consume less calculation time than the original Runge–Kutta method without affecting the calculation accuracy, especially the superiority of the improved method of this paper can be better demonstrated when the degree of freedom of the periodic time-varying dynamics system is greater.

As the transmission component of a locomotive, the traction gear pair system has a direct effect on the stability and reliability of the whole machine. This paper aims to provide a detailed dynamic analysis for the traction system under internal and external excitations by numerical simulation.

A non-linear dynamic model of locomotive traction gear pair system is proposed, where the comprehensive time-varying meshing stiffness is obtained through the Ishikawa formula method and verified by the energy method, and then the sliding friction excitation is analyzed based on the location of the contact line. Meantime, the adhesion torque is constructed as a function of the adhesion-slip feature between wheelset and rail. Through Runge–Kutta numerical method, the system responses are studied with varying bifurcation parameters consisting of exciting frequency, load fluctuation, gear backlash, error fluctuation and friction coefficient. The dynamic behaviors of the system are analyzed and discussed from bifurcation diagram, time history, spectrum plot, phase portrait, Poincaré map and three-dimensional frequency spectrum.

The analysis results reveal that as control parameters vary the system experiences complex transition among a diverse range of motion states such as one-periodic, multi-periodic and chaotic motions. Specifically, the significant difference in system bifurcation characteristics can be observed under different adhesion conditions. The suitable gear backlash and error fluctuation can avoid the chaotic motion, and thus, reduce the vibration amplitude of the system. Similarly, the increasing friction coefficient can also suppress the unstable state and improve the stability of the system.

The numerical results may provide a systemic understanding of dynamic characteristics and present some available information to design and optimize the transmission performance of the locomotive traction system.

This paper aims to propose preliminary design models of actuator housing that enable various geometries to be compared without requiring detailed knowledge of the actuator components. Aerospace actuation systems are currently tending to become more electrical and fluid free. Methodologies and models already exist for designing the mechanical and electrical components, but the actuator housing design is still sketchy.

The approach is dedicated to linear actuators, the most common in aerospace. With special attention paid to mechanical resistance to the vibratory environment, simplified geometries are proposed to facilitate the generation of an equivalent formal development. The vibratory environment imposes the sizing of the actuator housing. Depending on the expected level of details and to vibration boundary conditions, three levels of modeling have been realized.

This paper shows that the vibrations induced by aircraft environment are not design drivers for conventional hydraulic actuators but can be an issue for new electromechanical actuators. The weight of the latter can be optimized through a judicious choice of the diameter of the housing.

This approach is applied to a comparison of six standard designs of linear actuator geometries after validation of the consistency of the different models. Early conclusions can be drawn and may lead to design perspectives for the definition of actuator architecture and the optimization of the design.

This paper has demonstrated the importance of the vibratory environment in the design of linear actuator housing, especially for electro-mechanical actuators with important strokes. Developed analytical models can be used for the overall design and optimization of these new aerospace actuators.

The purpose of this paper is to present a constraint and corresponding algorithm enhancing the evolutionary structural optimization (ESO) method, aiming to circumvent its structure break down problem in some special cases, such as the tie-beam problem.

A virtual soft material introduced to an element will change the stiffness of the element and may consequently change the stress distribution of that element and its neighbors. With this property, the virtual stiffness of the selected element is calculated and the threshold of the stress changes is derived. The stress threshold is used to evaluate the role of an element on the load path and therefore decide the contribution of the element to the structure. Adding this checking operation into the original ESO iterations enables validation of element removal.

The reason for structure break down with the ESO method is that the element removal criterion of ESO only works for certain optimal objectives. It cannot guarantee that the structure does not fail. The proposed operation offers a stronger and stricter constraint condition for ESO’s element removal process, preventing the structure from breaking down in some special cases.

The tests on several examples reported in the literature show that the proposed method has the same ability to achieve an optimum solution as the original ESO methods do, while avoiding incorrect deletion of structurally important elements. The benchmark tie-beam problem is solved successfully with this algorithm. The method can be used in other situations as well.

The purpose of this paper is to explore the model for planning and implementing the green manufacturing (GM) strategy for Chinese enterprises under the background of “Energy Conservation and Pollution Emissions Reduction”.

Based on an in‐depth case study of a machine tool manufacturer in Chongqing, China, the paper tries to investigate the planning and implementing of a GM strategy from the perspective of the product life cycle.

The GM strategy in large developing countries needs to be enacted for a long‐term and with a continuous improvement paradigm. Planning and implementing the strategy requires an integrated model at the whole system level. A theoretical model of a five‐layer structure for planning and implementing the GM strategy under the developing context is proposed.

The planning and implementing of the GM strategy may vary among different sectors, therefore more empirical research is needed to enhance the robustness of the findings.

The paper is illustrative for planning and implementing a GM strategy which shows significant benefits associated with the implementation process.

The paper proposes a model for planning and implementing a GM strategy under the developing context, which could provide an overview of the issues related to the GM strategy, and help enterprises maintain a balance between economic benefits and sustainable development benefits.

A framework of network support for utilization of integrated design over the Internet has been developed. The techniques presented are also applicable for intranet/extranet. The integrated design system was initially developed for local application in a single site. With the network support, geographically dispersed designers can collaborate a design task throughout the total design process, quickly respond to clients’ requests and enhance the design agility. In this paper, after a brief introduction of the integrated design system, the network support framework is presented, followed by a description of two key techniques involved: Java Servlet approach for remotely executing a large program, and online CAD collaboration.

The analysis of power flow and mechanical efficiency constitutes an important phase in the design and analysis of gear mechanisms. The aim of this paper is to present a systematic procedure for the determination of power flow and mechanical efficiency of epicyclic-type transmission mechanisms.

A novel epicyclic-type in-hub bicycle transmission, which is a split-power type transmission composed of two transmission units and one differential unit, and its clutching sequence table are introduced first. By using the concept of fundamental circuits, the procedure for calculating the angular speed of each link, the ideal torque and power flow of each link, the actual torque and power flow of each link determined by considering gear-mesh losses, and the mechanical efficiency of the transmission mechanism is proposed in a simple, straightforward manner. The mechanical efficiency analysis of epicyclic-type gear mechanisms is largely simplified to overcome tedious and complicated processes of traditionally methods.

An analysis of the mechanical efficiency of a four-speed automotive automatic transmission completed by Hsu and Huang is used as an example to illustrate the utility and validity of the proposed procedure. The power flow and mechanical efficiency of the presented 16-speed in-hub bicycle transmission are computed, and the power recirculation inside the transmission mechanism at each speed is detected based on the power flow diagram. When power recirculation occurs, the mechanical efficiency of the gear mechanism at the related speed reduces. The mechanical efficiency of this in-hub bicycle transmission is more than 96 percent for each speed. Such an in-hub bicycle transmission possesses reasonable kinematics and high mechanical efficiency and is therefore suitable for further embodiment design and detail design.

The proposed approach is suitable for the mechanical efficiency analysis of all kinds of complicated epicyclic-type transmissions with any number of degrees of freedom and facilitates a less-tedious process of determining mechanical efficiency. It is a useful tool for mechanical engineering designers to evaluate the efficiency performance of the gear mechanism before actually fabricating a prototype as well as measuring the numerical data. It also helps engineering designers to cautiously select feasible gear mechanisms to avoid those configurations with power recirculation in the preliminary design stage which may significantly reduce the time for developing novel in-hub bicycle transmissions.

The purpose of constructing a degradation index (DI) is to better characterize the degradation degree of mechanical transmission compared with relying solely on spectral oil data, which leads to an accurate estimation of the failure time when the transmission no longer fulfills its function.

The DI is modeled using a weighted average function with two desirable properties: maximizing the monotonic trend and minimizing the variance of failure threshold between different transmissions. The method includes concentration modification, data selection and data fusion steps that lead to a reasonable mechanical transmission degradation model. The proposed methodology was verified through a case study involving multispectral oil data sampled from several power-shift steering transmissions.

The results show that the DI outperforms all spectral oil data. Compared with the existing spectral oil data-based degradation modeling approach for mechanical transmissions, the present methodology provides an accurate RUL prediction.

There are several important directions for future research: First, more degradation data (i.e. ferrography) that are tailored to the degradation modeling of mechanical transmission need to be involved. Second, more effective degradation data selection methodologies that are applicable for multiple data types need to be developed. Third, kernel methods that can fuse the nonlinear degradation data need to be investigated.

The novelty of this methodology lies in integrating the multiple degradation data in a unified DI. And the main contribution of this paper is to establish a new direction in degradation modeling and RUL prediction of mechanical transmission.