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Feasibility Study of Replacing an Industrial Hydraulic Lift System with an Electro-Mechanical Lift System Critical Design Review Thursday, 21 September 2000 Professors: Students: Dr. Ram & Dr. Buckner Jeremy Bridges & David Herring Overview Problem Statement Potential Candidate Designs Selecting Candidate Designs Finalizing Design Solution Proposed Design Implementation Conclusion Questions & Comments Problem Statement Hydraulic lift systems occasionally leak fluid. This raises environmental issues. A high number of NACCO’s customers are concerned with this issue and have expressed a willingness to pay a little more for an electromechanical lift system. NACCO now would like to research the feasibility of replacing this hydraulic lift system with an electro-mechanical lift system in the most cost effective way so the customer can justify the increased cost. Potential Design Solutions 1. Ball Screw Jac 2. Machine Screw Jac 3. Electric Cylinder Linear Actuator 4. Cam/Cylinder Lift 5. Rack and Pinion 6. Cable/Chain Lift 7. Scissor Truss (Car Jack) Ball Screw Jac 1. Accurate lifting with little drift 2. Smooth performance 3. Little horsepower required from motor (1/3 Torque needed compared to Machine Screw Jac) 4. Compact system 5. Can operate at high speeds 6. Capable of lifting more than 2 tons that lift desires 7. Horizontal input with vertical output 8. Duty cycle can be extended longer than Machine Screw Jac 9. Corrosion resistant 10. Long predictable life 11. A motor needs to be added 12. Reasonable cost 13. Reasonable size that can work within space constraints Machine Screw Jac 1. 2. 3. 4. Accurate lifting with little drift Smooth operation Compact system Self-locking during manual operation with no vibration when using 20:1 or higher gear ratio. 5. Will not back-drive during mechanical failure with 20:1 or higher ratio. 6. Corrosion resistant 7. Preferred for static vibration 8. Slower travel speed compared to hydraulic, ball screw, or electric cylinder actuator 9. A motor needs to be added 10. Reasonable cost 11. Reasonable size that can work within space constraints Electric Cylinder Linear Actuator 1. Extremely accurate 2. High cost 3. Smooth operation 4. Limit switches included 5. Requires input voltage rather than a shaft or other mechanical input 6. Integrated motor 7. Includes ball screw with long life 8. Recommended as ideal solution to hydraulic (per Nook Linear Motion Design Guide, pg. ajec-6) 9. Perfect size that can work within space constraints Cam/Cylinder Lift 1. Smooth operation 2. Will back-drive without brake during mechanical failure 3. Medium cost 4. Relatively equal travel time compared to hydraulic system 5. Size that may cause problems within space constraints Rack and Pinion 1. Best during manual operation 2. Mechanical brake preventing back-drive on pinion 3. Low cost 4. Fast travel cycle time 5. Reasonable size that can work within space constraints Cable/Chain Lift 1. Requires new lift point for lift truck forks 2. High torque 3. Cable wrapping is potential problem 4. If cable or chain break there is a sudden and quick back-drive 5. Medium cost 6. Slower travel time compared to the hydraulic system 7. Reasonable size that can work within space constraints Scissor Truss (Car Jack) 1. Will not back-drive 2. Can be operated manually 3. Needs large amount of space for mounting 4. Low cost 5. Slower travel time compared to the hydraulic system 6. Size not ideal to work within space constraints Criteria for Decision Matrix Cost (5%): evaluated on single mechanism basis for general price ranges Safety (40%): evaluated on back driving risk during a mechanical failure Performance (20%) : educated comparison against current hydraulic system Reliability (35%): evaluated with expected life and risk for a mechanical failure Candidate Design Selection Average Weight Ball Screw Jac Machine Screw Jac Rack & Pinion Cam/Cylinder Lift Chain/Cable Lift Electric Cylinder Linear Actuator Scissor Truss (Car Jack) Cost 0.05 6 6 7.5 7.5 9 1.5 9 Safety Performance Reliability 0.4 0.2 0.35 7 9 9 9.5 8.5 8.5 3.5 7.5 4 3 6.5 3.5 3 7 4 7 9.5 9.5 8 5.5 6.5 Scale: 1 = poor 5 = neutral 10 = best Rank 1 7.65 8.975 3.875 3.4 3.65 7.6 7.525 Candidate Design 1. Ball Screw Jac 2. Machine Screw Jac 3. Electric Cylinder Linear Actuator Selecting Final Design Size (45%) : evaluate component size and spacing requirements Ultimate Cost (30%) : overall cost including additional hardware Ease of Assembly (5%) : implementation of design Performance (10%) : travel speed and load handling Safety (10%) : ability to back-drive Final Design Decision Matrix Ultimate Cost Overall Size Performance Safety Ease of Assembly Rank 0.3 0.45 0.1 0.1 0.05 1 6.75 3 4 7 6 4.2375 Machine Screw Jac 7 7 4 7.5 7 7 Electric Cylinder Linear Actuator 1 7 9 4 7 6.7 Hydraulic Cylinder 10 10 9 9 9 9.65 Weight Ball Screw Jac Scale: 1 = poor 5 = neutral 10 = best Ball Screw Jac Clevis (2) Aluminum Housing Drive shaft Ball Screw Jac - Space Issue Fork support unit Ball Screw Jac Interference w/ Drive Unit Machine Screw Jac Drive Shaft Aluminum Housing Clevis (2) Machine Screw Jac Lower Mounting Option 1 Upper Linkage Bracket welded to existing chassis Fork Unit Support Machine Screw Jac Lower Mounting Bracket (Option 1) Option 1: Stress Analysis must be conducted to select appropriate geometry and ensure structural rigidity Material must be cut away from interior flanges of fork unit support Weld strength must be determined Machine Screw Jac Lower Mounting (Option 2) Upper Lift Linkage Fork Unit Support Machine Screw Jac Lower Mounting Bracket (Option 2) Welded to Chassis Option 2: Stress Analysis must be conducted in order to determine correct thickness and geometry of bracket No material will need to be cut away from fork unit support Strength will be main concern and testing must be conducted Possible Interference with drive unit at maximum turn radius Upper Mounting Bracket Option 1 Will require additional hole drilled in fork unit support and filling of existing hole May allow additional undesired degrees of freedom Upper Mounting Bracket Option 2 Additional hole will be drilled and existing hole will be used (No filling will be needed) More rigid support than Option 1 Machine Screw Jac Assembly Upper Mounting Bracket Fork Unit Support Upper linkage Machine Screw Jac Lower Mounting Bracket Motor Information Brake Motor 3-Phase, AC Induction 1.5-2 HP depending on desired speed 230/460 VAC Input Voltage NEMA 56-C Motor Size Recommended by Nook Industries (~$1000) Would require DC-AC Inverter (~$500) Brush DC Motor 1.5-2 HP depending on desired speed 24 VDC Input Voltage Needs to be researched further Note: More Motor Information will be provided later Cost of Final Design (Prototype) Machine Screw Jac: AC or DC Motor: Limit Switches: Fabrication: DC-AC Inverter: Misc. Hardware: Estimated Total Cost: $500 $600-$1200 (depending on HP requirements) $100-$200 $200 (if needed) $200-$300 (if needed) $50 --------------$1250-$2450 (depending on configuration) Conclusion We recommend the Machine Screw Jac as the electromechanical solution Option 1 - Lower Mounting Bracket Option 2 - Upper Mounting Bracket We desire feedback from NACCO on the configuration we have selected before we proceed with prototyping Questions or Comments??? Web Site: http://www.mae.ncsu.edu/courses/mae586/buckner/index.html