Introduction
The aim of intelligent and autonomous industrial production drives the development and integration of sensors for manufacturing processes. Sensor data can be used for condition monitoring and error detection on the one hand and as input for automatic control on the other hand.
This article addresses the sensory equipment of portal milling machines, particularly sensory guide carriages (see Fig. 1). Conventional guide carriages are standardized machine components. This offers the possibility to exchange selected guide carriages for the integration of sensory guide carriages into existing systems. This approach can be found for several machine elements such as bearings, screws, couplings, seal rings, shafts, or gears [1].
To enable an intelligent guide carriage, conventional polymer-foil-based strain gauges can be used, which are attached via adhesive [4], [5], [6]. Because of the viscoelastic adhesive and the polymer substrate foil thickness, errors in application can lead to low reproducibility, reduced reliability, or even complete sensor failure due to detachment [7], [8]. This is where directly deposited sputtered thin-film sensors have advantages. They can have higher sensitivity, reduced space requirements, improved temperature behavior and long-term stability, as well as faster dynamic response [9], [10], [11], [12], [13].
In this article, the advantages of directly deposited thin-film strain gauges are used on guide carriages to measure extremely low strain values in the range below
Here, different materials can be found in the literature. Conventional materials, such as Constantan (CuNiMn) and nickel-chromium (NiCr), show k-factors of around 2 [14]. Compounds with silver have higher values, such as Ni35Ag65 with maximum k-factors of 2.5 [15] or Ag-ITO (indium-tin oxide) with the highest k-factor of 7 if the Ag content is 20 at% [16], [17]. ITO coatings itself can have a k-factor of 5.3 [18].
Pure metals, such as platinum and titanium, reveal a k-factor of 3.8–4.5 [19], [20] and 3.8 [21]. For gold, depending on the surface resistivity, k-factors up to 5 are documented for low resistivities or even up to 170 for high-resistivity Au thin film with high defect rates and high roughness [22]. Another alloy, Invar36 (Ni-Fe alloy), shows strain sensitivities in the range of 2.5–4.5 depending on the film thickness [23]. Sensor materials, such as TiAlNxOy and AlN5Pt5, have k-factors around 2.5 [24] and 4.7 [25]. Alloys with nitrogen often have an increased strain sensitivity: a value between 3.4 and 6.2 is documented for TaN [26], [27]. AlNx has k-factors up to 15 [28]. For TiN, values up to 7 are recorded [29]. Niwa et al. [30], Niwa and Hiroshi [31], and Niwa et al. [32] developed CrN strain gauges with k-factors between 8 and 16. For other materials such as CrOxSiy, k-factors of 5.2–10.3 were found for films with maximal values below 5 at% Si [33]. Multilayer coatings of Pt/SiO2 show k-factors up to 18 [34].
In general, semiconductor materials have higher k-factors because the strain sensitivity is not only caused by the geometrical change but also especially due to a strain-induced change of the conductivity itself [35]. This can be seen in (1), which describes the k-factor k in relation to Poisson’s ratio \begin{equation*} k = (1 + 2\cdot \nu) + (\Delta \rho /(\rho \cdot \varepsilon)). \tag {1}\end{equation*}
The most typical semiconductor strain gauge material is silicon that can have k-factors up to 200 for p-type (110) single crystalline silicon [43], [44], [45]. For p-type polycrystalline silicon, values up to 25 [35] or even up to 34 [46], [47] were measured.
Since most of these mentioned materials have their disadvantages when they should be used on guide carriages due to insufficient k-factors, temperature behavior, thin-film manufacturing and structuring methods, reproducibility, and price, this article addresses the material selection for the sensor layer, including their characterization. Therefore, typical metals should be tested, which have comparingly low-temperature coefficients. For some of them, no literature values can be found or only bulk material values are available. A slight doping with oxygen or nitrogen could lead to the desired effect of high strain sensitivity, while the resistivity remains in a range that can be easily utilized for the production of strain gauges. In combination with an FEM-based simulation of suitable sensor positions and alignments, the sputter deposition and laser structuring of thin films on the guide carriage is shown. Finally, the integration of a PCB board for data preamplification is presented for the static calibration and testing of the sensors in a tensile test stand.
Simulation
Other methods to measure plane strain on metallic bodies using strain gauges often use limb structures or spoke components and optimize the geometries to increase the strains occurring so that strain gauges with conventional sensitivity can be used [48], [49], [50], [51], [52], [53], [54]. Since this is directly affecting the stiffness of the metal component, it can only be used for external strain transducers that are attached to the measurement object. In contrast, the approach presented in this article is to maintain the stiffness of the measurement object, the guide carriage, which is necessary for usage in high-precision milling machines [54]. In addition, the standardized geometry of the guide carriage should not be changed to enable the replacing of sensory guide carriages in machines without any change in the mechanical properties. On the one hand, this is the reason for the need of a sensor material with a high strain sensitivity. On the other hand, suitable sensor positions should increase the sensor signal.
Therefore, the number of sensors, their positions, and alignments have to be determined via simulations. The aim is to develop a sensor layout that is able to address the conflict of objectives between maximum sensitivity, providing information about different forces, simple evaluation for industrial use, and the feasibility and reasonable effort of thin-film sensor production.
The most important measurands are the forces in the y- and z-directions, which are the two spatial directions perpendicular to the direction of the guide rail on which the carriage runs, as shown in Fig. 2 (compare Fig. 1). The measurement of momentums only plays a minor role since the carriages are always used in a compound.
FEM simulation results on the end face of a guide carriage with load introduction in the y- and z-directions.
To identify positions for sensors, an FEM-based simulation was conducted. In order to investigate the relationship between external forces and surface strain, the simulation was conducted using a reference force of 1 kN for each direction. The reference force is comparable to the forces of a misaligned rail [5] or a milling process [55]. The force engages the guide carriage on the mounting faces on the top side and the mounting threads. To account for the behavior of a mounted guide carriage, an analogous component was defined on the top side of the guide carriage. This component imitates the stiffness and its reduction of the guide carriage deformation. The boundary conditions for the simulation of the guide carriage contact with the rail were selected for a stationary guide carriage. During standstill, the rolling elements inside the guide carriage responsible for the contact between the guide rail and the guide carriage do not change their position. Nevertheless, different rolling element positions must be taken into account for the simulation. Because of influences such as friction, load, and lubrication, the relative position of the rolling elements to each other changes during the guide carriage motion. The individual contact for each rolling element is simulated using a single spring element. The area on which the spring operates is calculated in accordance with Hertz’s contact theory. The force of the spring elements is based on an approximation by Kunert [56] and verified based on the displacement under load as stated in the datasheet of the guide carriage. The simulation was carried out with the reference force for the y-axis and z-axis, taking into account the positive and negative directions.
The simulation results for the effective elastic strain in the surface plane and the strain orientation are shown for different loads in Fig. 2. The simulation results for the effective elastic strain from loads in the negative direction are comparable to the strain from loads in the positive direction. The simulation shows the effective elastic strain values of up to
The distinguishability of the different load scenarios is given at the selected positions due to orientational changes for the different scenarios. For example, with loads in the z-direction, the strain orientation at both sensor positions is identical and changes by 180° between positive and negative loads leading to corresponding positive (0°) or negative (180°) sensor signals. For loads in the y-direction, both sensor positions show contrary strain orientations. For a change in the load direction at both sensor positions, the strain direction changes by 180°. The change of the orientation by 180° means that compressive strain becomes elongation strain and vice versa. Therefore, a change in the sensor signal sign is expected. The different orientations of the strain for different loads and their influence on the signal of the strain gauges allow for distinguishing between the four different load cases. The observation of both sensor positions results in a clear assignment of the load introduction, as summarized in Table I. The angle of the primary strains occurring is also included and shows how the strain gauges should be oriented. Since a symmetrical full bridge is to be used later, differences in steps of 90° in the strain direction can be measured equally well. As only angles of 0° and 180° occur according to Table I, there is no conflict of objectives with regard to the alignment of the sensors for measuring the strains in both the y- and z-directions.
To account for the different positions of the rolling elements, an additional simulation was conducted, in which rows of the rolling elements were offset. This shows that the position of the rolling element influences the surface strain at a constant load. The results indicate that there is no set of positions without any influence of the rolling elements while also showing an influence from the loads. The minimal achievable force uncertainty \begin{align*} & F_{\min } \\ & = 24\cdot \surd \left ({{\Delta f\cdot \left ({{4\cdot k_{\mathrm {B}}\cdot T\cdot R+e_{\mathrm {VR}}^{2}}}\right)}}\right)/ \left ({{U_{\mathrm {Ref}} \cdot k\cdot B\cdot S_{\mathrm {Mech}}}}\right). \tag {2}\end{align*}
Material Selection and Layer Development
A. Insulation Layer
1) Manufacturing of the Insulation Layer:
In the context of industrial production processes, measurement objects are mostly metallic, which results in the necessity of an insulation layer between the measurement object and the sensor layer. Conventional polymer foil-based strain gauges use a polymer foil as substrate material, which also serves as the insulation layer. Thin-film strain gauges use the deposition of a ceramic insulation layer [57].
Due to the size of the guide carriage type RWD-045-FLS-CS-C3-U-DS-0-02-00-00-BX-LS-LSS-RS-LSS-01 from Bosch Rexroth with outer dimensions of approximately
Previous work with other coating systems showed that a thin-film insulation layer of alumina (Al2O3) is suitable for use on steel surfaces [8], [10], [58], [59]. Here, roughness plays a major role in providing sufficient insulation properties [10]. In addition, the characteristics of the insulation layer can be improved through cleaning steps between the insulation layer deposition [58]. The main properties of a thin-film insulation layer include adhesion, stoichiometry, resistivity, and the breakdown field strength. In addition, the yield is essential. Because the sputtering parameters influence the thin-film characteristics, they were investigated first. The sputtering power was kept constant at 400 W (a power density of 24.2 W/cm2 and a target diameter of 16.51 cm) and the sputtering time was set to 10 h. Based on [10], [60], and [61], six different sputtering gas combinations according to Table II were tested.
Here, 3-sccm O2 was the minimum possible value, limited due to the corresponding mass flow controller of the sputtering system. In order to achieve common sputtering pressure values based on previous results [60] and known from the literature [61], the corresponding Ar gas flows were used. As substrate material, polished stainless-steel wafers (1.4301) with a diameter of 100 mm and a thickness of 0.8 mm, were used. The mean roughness
2) Characterization of the Insulation Layer:
The different sputter conditions led to different stoichiometry in the coating, as shown in Table III. The measurements took place in a scanning electron microscope (SEM)-type LEO 1455VP with energy-dispersive spectroscopy (EDS) from Oxford. Three measurements on different diameters were done per sample. The mean values show that without the presence of oxygen gas, the oxygen content in the thin-film layer is too low compared to the reference value for perfect stoichiometry (Al2O3, Al:O =40:60). The resistivity of the films was measured with the Ohm and Current Meter TO 3 from FISCHER with a measurement voltage of 30 V. In contrast to the stoichiometry results, the films without oxygen as additional sputtering gas revealed higher resistivity values, as shown in Table III. They are comparable to literature values ranging around
For the evaluation of the breakdown field strength, another stainless-steel wafer was processed with an alumina layer thickness of approximately
B. Sensor Layer
1) Manufacturing of the Sensor Layer:
As the FEM simulation results showed, common materials, such as Constantan, are not suitable for the desired application since they offer a k-factor of 2, which is too low. The first improvement is the use of Wheatstone full-bridges as they offer a gain in sensitivity compared to single quarter-bridges of
(Left) Sensor design for evaluation of the k-factor and the TCR. (Right) Tensile test specimens with thin-film strain gauges.
After the illumination, the development takes place in AZ 351B for 60 s (one part AZ 351B and four parts water). Now, the deposition of the different sensor layers takes place according to Table IV. The base pressure was below
2) Characterization of the Sensor Layer:
First, the layer thicknesses and electrical resistances were measured to determine the resistivity. The results are summarized in Table IV. Afterward, the characterization took place regarding the two most important properties of strain gauges, which are the strain sensitivity (k-factor k) and the temperature sensitivity (TCR). They show the resistance change
The characterization of the k-factor was done with a tensile test stand type MultiText 2.5-xt from Mecmesin with cyclic loads between 400 and 2400 N. The elongation was calculated based on the cross-sectional area A of 24 mm2 and Young’s modulus E of 200000 N/mm2 (stainless-steel 1.4301) leading to strain values of 83 and \begin{align*} k & = (\Delta R/R_{0})/\Delta \varepsilon \tag {3}\\ \text {TCR} & = (\Delta R/R_{0})/\Delta T \tag {4}\\ \varepsilon & = F/(E\cdot A). \tag {5}\end{align*}
To ensure temperature stability, five chromium sensors were tested after a heat treatment at
Overview of the TCR values for different thin-film metallic sensor materials. (
In summary, the material investigation of ten thin-film strain gauge materials showed the most promising results with chromium. With a k-factor of 11.2, a material was found that has the potential to enable force measurements at the guide carriage with a low response threshold and high SNR so that extremely low strain values could be resolved.
Sensory Guide Carriage
A. Manufacturing
To enable the deposition on the guide carriage, some adaptations of the sputter system were necessary. The position of the target materials was elevated with cylindric extension cylinders, and the heating station in the substrate plate was removed so that the remaining distance between the target surface and the surface of the guide carriage resulted to approximately 61 mm compared to the 88 mm present in the case of conventional wafer deposition. In addition, a stainless-steel foil was installed underneath the target to build a cylindrical dark room shielding. The complete manufacturing is shown in the schematic drawings in Fig. 6.
Schematic process sequence for the production of sensor-integrated guide carriages. (a) Demounting. (b) Grinding, polishing, and cleaning. (c) Sputtering of the insulation layer. (d) Sputtering of the sensor layer. (e) Laser structuring. (f) Sputtering of the contact pads. (g) Contacting. (h) Mounting.
Prior to deposition, the guide carriage was demounted. The rollers and the complete roller return system were removed, and the remaining guide carriage was chemically cleaned with acetone and isopropanol to remove the remaining grease. Then, for the deposition of a functioning insulation layer, the grinding and polishing machine QATM QPol 250 A2-ECO was used to reduce the mean roughness
(a) Deposition of the Al2O3 insulation layer. (b) Deposition of the Cr sensor layer. (c) Laser structuring of the sensor layer. (d) Structured deposition of the Cu contact pads using shadow masks. (e) Integration of the strain gauge amplifier PCB board. (f) Thin-film sensor integrated guide carriage with cables for setting, supply, and reading of the PCB board.
To achieve suitable resistance values of the single strain gauges of the aimed thin-film full bridges in the range between 120 and
The sensor layout in Fig. 7(c) consists of a full-bridge inside of a 5 mm diameter. Each strain gauge has seven lines with a width of
After the laser ablation process shown in Fig. 7(c), the contact pads were sputter-coated with copper through a 100-
B. Sensor Characterization
Before the sensor signals are evaluated with static loads, the electrical thin-film values were measured. Values of 350 G
Since the sensor design shown in Fig. 7(d) already connects the four single strain gauges to one full bridge, it is not possible to measure the single resistance values of the four strain gauges \begin{align*} R_{1} \vert \vert R_{2,3,4} = R_{1}\cdot (R_{2}+R_{3}+R_{4})/(R_{1}+(R_{2}+R_{3}+R_{4})). \tag {6}\end{align*}
Now, the strain gauge amplifier was provided with a supply voltage of 12 V by a voltage source (see Fig. 8). With two strain gauge full bridges connected, a current of
To use the most suitable strain gauge amplifier settings, both full-bridge offset values were initially corrected as much as possible according to the measured bridge offset values. Then, the gain factor was set to the maximum value of 1000 for maximum signal due to the expected low strain. Finally, the remaining output signals of the strain gauge amplifier were shifted to an output value of 2.5 V to guarantee a similar measurement range in both strain directions (elongation and compression) since the output is between 0 and 5 V.
Then, the guide carriage was integrated into a tensile test stand-type MultiText 2.5-xt from Mecmesin (Fig. 8). Therefore, several steel adapter plates were used that enabled the fixation of a guide rail-type CS RSA-045-SNS-U-MA-SK with a length of 400 mm in two different positions so that a force introduction on the guide carriage (placed on the guide rail) was possible in the z-direction as well as in the y-direction [see Fig. 9(a) and (b)]. A clamping device allowed tensile and compressive stress. Besides the measurement of the two full bridges, the force is also recorded. The test procedure contains two cycles with forces ranging from −2400 to 2400 N so that both tensile and compression stresses are present. The results for both directions are shown in Fig. 9(c) and (d).
Setup for force introduction in (a) z-direction and (b) y-direction. Measurement signals due to force introduction in (c) z-direction and (d) y-direction.
As expected, the sensor signals for the z-direction in Fig. 9(c) show similar behavior with deflection in the same direction with sensitivities of \begin{equation*} \varepsilon = 4/k\cdot (1/2)\cdot 1/(1+\nu)\cdot U_{O}/U_{S}. \tag {7}\end{equation*}
In the y-direction, full bridge S1 has a sensitivity of
A summary of the sensitivities can be seen in Fig. 10. As it becomes obvious, the four different mechanical load cases with compression and elongation in the z- and y-directions can be distinguished as it was assumed initially in Table I.
Comparison of sensitivities for compression and elongation load applied in the z- and y-directions on the guide carriage. Positive values correspond to compression [compare Fig. 9(a) and (b)]. The results are in agreement with the assumptions made in Table I.
After this characterization, the test procedure is repeated once again to measure the actual forces with the determined sensitivities, as depicted in Fig. 11. The full-bridge signals are illustrated in red (S1) and blue (S2) and should follow the force signal of the tensile test stand in green once again based on (8) and (9). Here, the sensitivities \begin{align*} F_{\mathrm {S1}} & = (U_{O\_{\text {S1}}}-2.5~V)/a_{\mathrm {S1}} \tag {8}\\ F_{\mathrm {S2}} & = (U_{O\_{\text {S2}}}-2.5~V)/a_{\mathrm {S2}}. \tag {9}\end{align*}
\begin{align*} F_{z} & = (F_{\mathrm {S1}}+F_{\mathrm {S2}})/2 \tag {10}\\ F_{y} & = (F_{\mathrm {S1}}-F_{\mathrm {S2}})/2. \tag {11}\end{align*}
Conclusion
This article showed the development of a sensor-integrated guide carriage based on thin-film strain gauges. Several sensor layer materials were tested concerning their k-factor and TCR. Chromium was chosen as a sensor material since it revealed the highest k-factor of 11, which was necessary according to the FEM simulation results to reach sufficient measurement resolution.
The manufacturing of the strain gauges on one end face of the guide carriage included a grinding and polishing step, coating of an Al2O3 insulation layer, the chromium sensor layer, laser structuring, and coating of the copper contact pads for soldering. A circuit board was completely integrated without changing the guide carriage dimensions and amplified the strain gauge full-bridge signals so that output voltages between 0 and 5 V resulted. In a tensile test stand, the sensor-integrated guide carriage was placed on a guide rail. Here, with only two sensors and their sensor data fusion, the measurement of tensile and compressive forces in the z-direction and y-direction was enabled. The result was a mean sensitivity of 1.49 mV/kN in the z-direction and 2.18 mV/kN in the y-direction. The test forces of maximum ±2400 N led to strain values in the range of 0.15–
Further development steps should address a method for laser trimming of the initial single strain gauge resistance values of the full bridges to achieve even lower bridge offset values. It is assumed that this would have a positive impact on the strain and drift behavior that has to be investigated.
With the knowledge developed in this article for static strain measurements on guide carriages, the measurement can now be extended to dynamic load measurements when a single guide carriage is moving on a guide rail. Afterward, the sensor-integrated guide carriages will be used in combination to replicate a realistic scenario as it is present in machine tools such as in portal milling machines. With intelligent sensor data fusion, force information about the whole guide system should be derived.