A Review of Thermal Characteristics for Planetary Roller Screw Mechanisms

Guan Qiao; Jiaqi Chen; Shufeng Tang; Guoqiang Liu; Geng Liu

doi:10.3969/j.issn.1004-132X.2026.01.017

A Review of Thermal Characteristics for Planetary Roller Screw Mechanisms

Guan Qiao
, Jiaqi Chen
, Shufeng Tang
, Guoqiang Liu
, Geng Liu

School of Mechanical Engineering

Inner Mongolia University of Technology
Inner Mongolia Key Laboratory of Special Service Intelligent Robotics
National Key Laboratory of Special Vehicle Design and Manufacturing Integration Technology

Research output: Contribution to journal › Article › peer-review

Abstract

In a long period of high-speed and heavy-load conditions, the planetary roller screw mechanisms accumulated much heat. Thus, the rise of internal temperature of the system, and thermal deformations led to the lubrication performance degeneration, even the failure of the mechanisms. According to the structural characteristics of the planetary roller screw mechanisms, the mechanism of its thermal characteristics was revealed. And, the progresses of thermal characteristics research were analyzed and summarized from the aspects of heat source, thermal characteristics analysis methods, temperature rise and thermomechanics coupling, thermal deformations, thermal errors and the structural. Then, the research trends in thermal characteristics of the planetary roller screw mechanisms were discussed and predicted.

Translated title of the contribution	行星滚柱丝杠副热特性研究现状
Original language	English
Pages (from-to)	162-173
Number of pages	12
Journal	Zhongguo Jixie Gongcheng/China Mechanical Engineering
Volume	37
Issue number	1
DOIs	https://doi.org/10.3969/j.issn.1004-132X.2026.01.017
State	Published - Jan 2026

Keywords

planetary roller screw mechanism
temperature rise
thermal characteristic
thermal error
thermo-mechanics coupling

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10.3969/j.issn.1004-132X.2026.01.017

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abstract = "In a long period of high-speed and heavy-load conditions, the planetary roller screw mechanisms accumulated much heat. Thus, the rise of internal temperature of the system, and thermal deformations led to the lubrication performance degeneration, even the failure of the mechanisms. According to the structural characteristics of the planetary roller screw mechanisms, the mechanism of its thermal characteristics was revealed. And, the progresses of thermal characteristics research were analyzed and summarized from the aspects of heat source, thermal characteristics analysis methods, temperature rise and thermomechanics coupling, thermal deformations, thermal errors and the structural. Then, the research trends in thermal characteristics of the planetary roller screw mechanisms were discussed and predicted.",

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author = "Guan Qiao and Jiaqi Chen and Shufeng Tang and Guoqiang Liu and Geng Liu",

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AU - Qiao, Guan

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AU - Tang, Shufeng

AU - Liu, Guoqiang

AU - Liu, Geng

PY - 2026/1

Y1 - 2026/1

N2 - In a long period of high-speed and heavy-load conditions, the planetary roller screw mechanisms accumulated much heat. Thus, the rise of internal temperature of the system, and thermal deformations led to the lubrication performance degeneration, even the failure of the mechanisms. According to the structural characteristics of the planetary roller screw mechanisms, the mechanism of its thermal characteristics was revealed. And, the progresses of thermal characteristics research were analyzed and summarized from the aspects of heat source, thermal characteristics analysis methods, temperature rise and thermomechanics coupling, thermal deformations, thermal errors and the structural. Then, the research trends in thermal characteristics of the planetary roller screw mechanisms were discussed and predicted.

AB - In a long period of high-speed and heavy-load conditions, the planetary roller screw mechanisms accumulated much heat. Thus, the rise of internal temperature of the system, and thermal deformations led to the lubrication performance degeneration, even the failure of the mechanisms. According to the structural characteristics of the planetary roller screw mechanisms, the mechanism of its thermal characteristics was revealed. And, the progresses of thermal characteristics research were analyzed and summarized from the aspects of heat source, thermal characteristics analysis methods, temperature rise and thermomechanics coupling, thermal deformations, thermal errors and the structural. Then, the research trends in thermal characteristics of the planetary roller screw mechanisms were discussed and predicted.

KW - planetary roller screw mechanism

KW - temperature rise

KW - thermal characteristic

KW - thermal error

KW - thermo-mechanics coupling

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M3 - 文章

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JO - Zhongguo Jixie Gongcheng/China Mechanical Engineering

JF - Zhongguo Jixie Gongcheng/China Mechanical Engineering

IS - 1

ER -

A Review of Thermal Characteristics for Planetary Roller Screw Mechanisms

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