Matching design method for guideway geometric error shape of machine tool considering pose error and assembly stress of feed system

doi:10.3785/j.issn.1006-754X.2026.05.178

Chinese Journal of Engineering Design

2026, Vol. 33

Issue (3): 315-325 DOI: 10.3785/j.issn.1006-754X.2026.05.178

Theory and Method of Mechanical Design

Matching design method for guideway geometric error shape of machine tool considering pose error and assembly stress of feed system

Guangming SUN¹(

),Rui GAO¹,Xin GUO^2,³,Dawei ZHANG²,Shengqi TONG¹,Zhe SU^2,³,Minsheng LI¹(

),Bing YAN¹

^1.School of Control and Mechanical Engineering, Tianjin Chengjian University, Tianjin 300384, China
^2.Key Laboratory of Mechanism Theory and Equipment Design of Ministry of Education, Tianjin University, Tianjin 300072, China
^3.Shenyang Zhongjie Friendship Machine Tool Factory, Shenyang 110044, China

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Abstract

In order to improve the assembly accuracy of precision machine tool guideways, a matching design method for guideway geometric error shapes considering the pose error and assembly stress of the feed system is proposed. Firstly, a mapping model between the geometric errors of the guideways and the pose errors of the worktable was established based on the static equilibrium method. The geometric error shapes of the guideways were analyzed, and the matching experiments on the geometric error shapes were designed. Then, the CRITIC (criteria importance through inter-criteria correlation) weighting method was used to assign weights and evaluate the pose errors of the worktable. The comprehensive scores of the five errors under different combinations of guideway geometric error shapes were obtained, thus obtaining the optimal combinations of three sets of guideway geometric error shapes. On this basis, the stress model of rollers in the guideway slider was established using the Hertz contact theory, and the assembly stress under different combinations of guideway geometric error shapes was analyzed based on the information entropy theory. Finally, the combinations of guideway geometric error shapes that simultaneously met the optimal worktable pose error evaluation results and the most uniform distribution of assembly stress were screened out, and the optimum matching of guideway geometric error shapes considering the pose error and assembly stress of the feed system was obtained. The effectiveness of the proposed method was verified through experiments. The research results have important guiding significance for the precision design and guideway assembly error control of machine tools.

Key words： precision machine tool pose error assembly stress guideway geometric error shape matching

Received: 27 August 2025 Published: 27 June 2026

CLC:

TH 122

Corresponding Authors: Minsheng LI E-mail: gmsun@tju.edu.cn;liminsheng@tcu.edu.cn

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	Guangming SUN
	Rui GAO
	Xin GUO
	Dawei ZHANG
	Shengqi TONG
	Zhe SU
	Minsheng LI
	Bing YAN

Cite this article:

Guangming SUN,Rui GAO,Xin GUO,Dawei ZHANG,Shengqi TONG,Zhe SU,Minsheng LI,Bing YAN. Matching design method for guideway geometric error shape of machine tool considering pose error and assembly stress of feed system. Chinese Journal of Engineering Design, 2026, 33(3): 315-325.

URL:

https://www.zjujournals.com/gcsjxb/10.3785/j.issn.1006-754X.2026.05.178 OR https://www.zjujournals.com/gcsjxb/Y2026/V33/I3/315

考虑进给系统位姿误差与装配应力的机床导轨几何误差形态匹配设计方法

为了提高精密机床导轨的装配精度，提出了考虑进给系统位姿误差与装配应力的导轨几何误差形态匹配设计方法。首先，基于静力平衡法建立了导轨几何误差与工作台位姿误差之间的映射模型，分析了导轨的几何误差形态，并设计了几何误差形态匹配实验。然后，运用CRITIC（criteria importance through inter-criteria correlation，通过指标间相关性评估指标重要性）赋权法对工作台位姿误差进行赋权评价，获得了不同导轨几何误差形态组合下5项误差的综合得分，并得到了3组导轨几何误差形态的最优组合。在此基础上，运用Hertz接触理论建立了导轨滑块中滚柱的应力模型，并基于信息熵理论分析了不同导轨几何误差形态组合下的装配应力。最后，筛选出同时满足工作台位姿误差评价结果最优与装配应力分布最均匀的导轨几何误差形态组合，获得了考虑进给系统位姿误差与装配应力的导轨几何误差形态的最佳匹配，并通过实验验证了所提出方法的有效性。研究结果对机床的精度设计与导轨装配误差控制具有重要的指导意义。

关键词： 精密机床, 位姿误差, 装配应力, 导轨几何误差, 形态匹配

Fig.1 Schematic diagram of force on worktable

Fig.2 Geometric error of guideway

Fig.3 Geometric error shape of guideway

Table 1 Combinations of guideway geometric error shapes

Fig.4 Pose error of worktable under different combinations of guideway geometric error shapes

Fig.5 Mechanical model of single slider guideway system

Table 2 Calculation results of roller stress entropy

Table 3 Specific parameters of experimental platform

Table 4 Experimental equipment and measurement tools

Fig.6 Adjustment method of geometric error shape of guideway

Fig.7 Measurement site of straightness error of guideway and worktable

Fig.8 Measurement site of worktable stress

Fig.9 Straightness error of left guideway (reference group)

Fig.10 Straightness error of right guideway (reference group)

Fig.11 Stress entropy of worktable (reference group)

Fig.12 Stress entropy of test plate (reference group)

Fig.13 Straightness error of left guideway (original group)

Fig.14 Straightness error of right guideway (original group)

Fig.15 Stress entropy of worktable (original group)

Fig.16 Stress entropy of test plate (original group)

Fig.17 Straightness error of left guideway (optimal group)

Fig.18 Straightness error of right guideway (optimal group)

Fig.19 Stress entropy of worktable (optimal group)

Fig.20 Stress entropy of test plate (optimal group)


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