Previous lubrication and wear analysis for the planetary roller screw mechanism (PRSM) has mainly concentrated on the isothermal conditions without considering temperature rise. However, the PRSMs applied in aviation and aerospace always operate in intensely varying thermal conditions with intricate thermal convection and thermal radiation environments. For this purpose, a modified Archard wear model is established by incorporating the entraining speed of threads and the load distribution, considering axial thermal errors. The variation of bulk temperature is characterized by the thermal network model (TNM). The modified Weierstrass–Mandelbrot (W-M) function is used to evaluate the lubrication conditions of the machined surfaces. Meanwhile, the contact flash temperature, wear depth, and precision loss rate are investigated in dry contact and lubricated phrase for mixed thermal elastohydrodynamic lubrication (TEHL) point contact. The results reveal that the temperature rise has a more pronounced influence on the precision maintenance capability compared to the uneven load sharing. The wear results are also compared to previous experimental simulation obtained using a rolling-sliding tribometer that utilize a rolling wheel on a rotating disk with similar patterns. It indicates that the wear life span of PRSMs can be improved by reasonable machining trajectory, thermal management, and lubrication parameters.

A systematic process of matrices-based wear profile modelling and a new optimization approach for planetary roller screw mechanism (PRSM) was proposed in this paper to improve the anti-wear performance with varied thread geometries. The wear evolution characteristics of thread surfaces for convex-concave contact and convex-straight contact were captured by incorporating updated axial clearances originated from accumulated thread wear, which provides a new perspective to predict the wear process of PRSM. The results show that the wear depth in convex-concave contact is 22% shallower than convex-straight contact with 10⁵ numbers of cycles, which suggests that thread wear can be limited with plausible geometrical parameters. Further analysis showed that as the surface roughness increases, the true equivalent pressure, the plastic strain and maximum wear depth becomes larger. In addition, the effect of the surface textures on the tribological properties of threads is also discussed to improve the applicability of the proposed methodology.

Obtaining the load distribution and radial deformations of planetary roller screw mechanism (PRSM) for the load carrying capacity design under complex loading conditions (multi-directional loads) is beneficial to decelerate fatigue and wear of threads. However, the combined effects of axial load, radial load and turning torque (overturning moment) were ignored in previous studies due to the complicated structure of PRSM. This paper presents a multi-roller beam-bar-spring (MR-BBS) model that incorporate radial load, turning torque and thread modification. The proposed model extended the theoretic method for calculating bending behavior of screw and rollers, which can more precisely describe the locus of the threads and roller axis. The load distribution of threads and load sharing among rollers of a PRSM under different external loads and cycling process are analyzed. The results show that the load distribution is more sensitive to turning torque of screw but relatively insensitive to the radial load. Moreover, the load distribution moderately changes with the variation of modification factor. Based on thread modification, the variable lead PRSM is proposed so that the uniformity of load sharing with complex load can be optimized.

Previous thermal studies on planetary roller screw mechanism (PRSM) are mainly concentrated on frictional heat without the consideration of external thermal loads. However, the contact behavior of PRSM varies greatly during the operation process. In this paper, a calculating method for frictional heat of PRSM based on friction torque is proposed, and a transient thermal model is established to analyze the heat transfer of PRSM at multiple thermal conditions. After that, an analytical method is introduced to investigate the temperature, and the equations of its influences on the thermal deformation are derived. The influences of temperature distribution on the clearances and contact positions of the mating thread surfaces are studied as well. We found that the frictional heat, thermal resistance, and thermal loads can significantly alter the temperature distribution consistency. The results indicated that the load-bearing capacity of PRSM is greatly affected by the temperature differences between the planetary roller screw components. By allowing comprehensive thermal simulation, the proposed model can be utilized for PRSM optimization design.

As a key component in fields such as high-precision machine tools, aerospace and weaponry, the thermal deformations in a differential planetary roller screw (DPRS) caused by the changes in ambient temperatures can lead to uneven load distribution and increased wear, which can seriously affect its transmission accuracy, efficiency, and service life. Therefore, the temperature rise of a DPRS at different ambient temperatures was studied using the block thermal network method, and the thermal deformations were calculated. A load distribution model of DPRS considering thermal deformation was developed, and a wear prediction method combined with surface roughness was proposed. The results show that the increase in ambient temperature has an obvious negative effect on the load distribution and wear depth of DPRS. Moreover, the DPRS temperature rise, load distribution and wear depth dramatically change with the variation of parameters such as load, speed and thread pitch. A DPRS durability test device that considers changes in ambient temperature was developed. Experiments with temperature rise and DPRS wear under different ambient temperatures were conducted to validate the theoretical analysis model.

The Planetary Roller Screw Mechanisms (PRSMs), alongside Ball Screw Mechanisms (BSMs) and Electromechanical Actuators (EMAs), occupies a pivotal role in advancing the precision and efficiency of various industrial applications, including aerospace, automotive, and high-precision machining tools. Despite their critical advantages such as high load capacity, superior precision, and extended lifespan, the deployment of PRSMs in complex operational conditions reveals a landscape rife with challenges and opportunities for further research. This comprehensive review endeavors to dissect the multifaceted aspects of PRSMs, focusing on their mechanics and dynamics, tribology and thermal behavior, and the paramount importance of reliability and condition monitoring. By synthesizing current research findings, this paper highlights the significant advancements in understanding the static and dynamic characteristics of PRSMs, the intricate interplay between lubrication conditions and wear mechanisms, and the critical role of thermal effects on operational performance. Moreover, it delves into the dynamic models that address the impact of manufacturing imperfections, such as waviness and defects, on the reliability of these mechanisms. Despite the strides made, the review identifies critical gaps in the existing literature, particularly under conditions of extreme temperatures, large deformations, and multifaceted loads, advocating for a holistic approach to research. By proposing integrated thermo-mechanical models and emphasizing the need for empirical validations, this paper outlines a roadmap for future studies aimed at facilitating the development of more robust and reliable PRSMs, capable of meeting the demands of complex operational scenarios and advancing the field of high-precision applications in aerospace, robotics, and beyond.