Abstract

In order to fully exploit the potential of the rapidly progressing digitalisation of technical systems, it is necessary to provide reliable and significant process and condition related data. In this context, solutions are especially aspired to allow a simple integration into the surrounding system and to influence it as little as possible. The main challenges regarding the measurement of process and condition data in the operation and control of technical systems as well as in test environments are identified and presented at the beginning of this article. A promising approach to meet the resulting requirements is the integration of sensory functions into simple standardised machine elements. In order to facilitate the discussion and interdisciplinary development of machine elements with sensory functions, an extension of the existing classification of mechatronic machine elements is introduced and illustrated with examples. The introduced classification takes into account the classification according to Stücheli and Meboldt and is based on a comparison of conventional and mechatronic machine elements on a functional level with regard to the function structure. As a result, the three classes sensor carrying machine elements, sensor integrating machine elements and sensory utilizable machine elements are introduced and subsequently discussed in more detail on the basis of examples. Finally, an outlook is given on the main research areas with regard to the development of mechatronic machine elements. Key aspects include working principles and effects for application in mechatronic machine elements, system analysis with regard to load conditions, power supply of sensor and data processor in the environment of the machine element as well as data processing and signal transmission under typical environmental conditions of mechanical engineering.

Highlights

  • In the current situation of a rapidly progressing digitalisation of technical systems, the demand of reliable and significant process and condition data is increasing [2, 3]

  • In order to present the state of development and the potential research and development demand, the classification according to the Technology Readiness Level (TRL) is used [23]

  • Provided that the target quantity of the measurement has no relation to the mechanical function of the machine element, any conventional machine element can potentially be further developed to a sensor carrying machine element by attaching a sensor

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Summary

Introduction

In the current situation of a rapidly progressing digitalisation of technical systems, the demand of reliable and significant process and condition data is increasing [2, 3]. In the step intelligent systems enable a cooperation and communication with the user and operator, e.g. in a smart drive unit with a display indicating the remaining useful life (RUL) based on measured operational data and not just on operational hours [1] Further objectives of this development trend are condition monitoring, predictive maintenance or the demand- and energy-efficient control of nonstationary working processes. Safe human-robot interaction objectives is the demand of reliable and significant process and condition data, which need to be measured by sensors and processed in controllers For this reason the monitoring and control of technical systems is the basis for each of the mentioned development steps (cf Fig. 1). This is done on the basis of a literature research, extended by experiences gained in industrial cooperation projects and during the construction and operation of test benches

Challenges in monitoring and control of technical systems
Challenges in testing activities during product development
Classification of mechatronic machine elements
Examples of mechatronic machine elements
Sensor carrying bolt
Sensor integrating fastening bolt
VarioSense bearing
Sensor integrating toothed belt
Sensor integrating elastic claw coupling
Sensor integrating feather key
29 Shaft connection
Sensory utilizable roller bearings
Discussion
Conclusion
Outlook
Full Text
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