How Screw Jacks enhance safety when raising and lowering Automated Guided Vehicles

Even in cases of imbalance and power failure, our screw jacks keep automated guided vehicles stable. But how?

Philipp Schmalzhaf - Sales Manager - GROB Antriebstechnik GmbH

by Philipp Schmalzhaf, Sales Manager

Automated guided vehicle

Automated Guided Vehicles (AGVs) are more in demand than ever. They are a central component of modern intralogistics solutions.

What is their core task?

↔️ They independently transport loads from point A to point B.

↕️ They lift and lower loads.

Where they operate, people are also present. Therefore, SAFETY is the top priority to ensure no danger to people.

Transport System

Critical Points in Lifting and Lowering that Can Pose a Danger to People:

Safety: AGVs move freely through the hall where people are present. Therefore, the lifting elements must be safe and must not simply collapse in the event of an emergency stop. Otherwise, there is a risk of life-threatening danger to people.

Our Safe Solution: Our spindle lifting gears are self-locking. In the event of a power failure, the spindle lifting gears will not simply collapse but will hold the position stably. The load remains securely at the previous level. For additional safety, it is recommended to use four support points, i.e., a lifting system with four screw jacks. This prevents the AGV from tipping over due to unequal load distribution. The advantage: no additional elements are needed for the lifting movement.

Stability: To lift heavy loads, the lift table must be stable. Stability comes, for example, from the scissor mechanism in the lift table.

Our Solution: The spindle is stable enough to absorb lateral forces (such as from the acceleration of the load). A complex guide in the lift table is not necessary—the scissor mechanism can be omitted. However, it should be noted that lateral forces during long lifts can be a challenge for spindles under compressive load. If the energy from the mass acceleration becomes too great, it can lead to plastic deformation of the spindle—at least in the extended state. But since most AGVs only perform lifting movements of up to 200 mm, two advantages arise: the customer has more space, and costs are reduced.

Speed: Modern manufacturing systems require the shortest cycle times and high speeds. The 24V motor quickly reaches its limit.

Our Solution: We can vary the speed through different gear ratios, spindle pitches, and spindle types. Generally, spindle lifting gears are not exemplary in terms of high efficiency. Nevertheless, due to self-locking or a brake on the motor when power is off, the lifting system consumes no energy as long as no lifting movement is performed. Since the AGV only uses a fraction of the cycle time for the lifting movement, energy requirements can be relatively easily calculated. The advantage: short cycle times and high speeds are possible. The self-locking feature makes energy requirements more predictable.

Lifting System

lifting system

To ensure optimal dimensioning, we explicitly recommend considering the following points:

  1. Long Lifts and Stability: Long lifts compromise buckling safety. Spindles under compressive load face stability issues with increased length. Calculations using Euler's or Tetmajer's formulas provide insight here. Combined with lateral acceleration, the calculation of equivalent stress must be considered.
  2. Higher Speed and Efficiency: Achieve higher speeds through higher pitches. Higher pitches also result in better efficiency. However, note that with a spindle pitch over 4.5°, self-locking is no longer assured.
  3. Use of Linear Chain Systems for greater lifts: For larger lifts, we recommend push chain systems. To keep the AGV as narrow as possible, linear chains provide an appropriate solution for lift heights exceeding 300mm. The advantage is that the linear chain can be deflected 90° behind the drive housing, requiring significantly less space. Caution: Linear chains cannot serve as guides. Check out our demonstration video: GROB Trade Fair News - Day 1.

FAQs about Screw Jacks

A spindle lifting drive is a combination of a spindle (screw) and a nut (worm gear or traveling nut) that converts rotational motion into linear motion through a worm gear drive.

How screw jacks work and where they are used - GROB GmbH chevron_right

Basic Version: The spindle itself performs the axial movement.

Traveling Nut Version: The spindle remains stationary in space but rotates. The nut then moves up and down on the spindle.

  1. Cubic & Classic: primarily external differences. A matter of personal preference regarding which one is preferred. Performance data is nearly identical.
  2. HMC: Standard up to 3000 rpm input speed, with oil filling and cooling fins - explicitly higher dynamic load capacity.
  3. KH: explicitly high dynamic capability, but load capacity decreases to a maximum of 90 kN.
  1. Standard gearboxes with standard trapezoidal threads achieve efficiencies between 25-35%.
  2. Increasing the pitch makes the thread slip more easily, thus increasing efficiency.
  3. The combination with a ball screw can also achieve an efficiency of up to 50%.
  4. Best combination: bevel gear lifting drives with ball screws, which achieve over 80%.

Yes, the use of stainless steel materials is a common practice for environments with aggressive media.

For continuous monitoring, rotary encoders can be mounted on the motor or the worm shaft.

If only the end positions are relevant, limit switches can be used to query the desired end positions.

In hydraulic cylinders, we also often use potentiometers, which then return a certain resistance value that can be read out by the controller.

The confusion sometimes arises because in both cases, there's an additional element at the back of the spindle.

  1. The spindle travel limiter is merely a ring on the thread that prevents the spindle from falling out.
  2. The rotation prevention additionally prevents the spindle from twisting.

Customer side: The customer bears the load, preventing it from twisting. If the spindle is then attached to the load, it also cannot twist.

Gear side (product itself has a prevention rotation): We either use a groove running completely through the spindle with a corresponding key as a counterpart. Alternatively, a square block can be screwed onto the back of the spindle, and the protective tube is designed as a square tube.

The specification '20% duty cycle per hour' is always associated with a certain power consumption at the gear unit. Therefore, if the permissible power value is not exceeded, less heat is generated, and the gear unit requires less time to cool down. This allows achieving more than 20% duty cycle.

Yes, screw jacks can be manufactured entirely in stainless steel and equipped with food-grade grease approved according to H1 standards.

The housing is made of aluminum die-casting or gray cast iron, the spindle, protective tube, and worm shaft are made of steel, while the worm wheel or traveling nut are made of a bronze alloy. Additionally, there are many variants.

Yes, with motor adaptors, motors or geared motors can be flexibly attached. You decide whether you want to provide the motor yourself or if GROB takes care of it.

Yes. A lifting gear unit can be operated with any rotary drive, whether electric, mechanical, or manual.

When under compression, typically buckling is the limiting factor. Under tension, it's either the availability of raw material (rods commonly available up to 6m) or the critical bending speed (in the case of the traveling nut version). For larger strokes, the spindle can also be made in multiple parts.

In applications with high safety requirements, two independently acting holding mechanisms may be required. This could be dynamic self-locking + motor brake or, alternatively, an independently switchable dual brake on the three-phase motor.

Yes. Common voltage types are 24 VDC / 230 VAC / 400 VAC. Additional voltages in both direct and alternating current ranges are available upon request.

A three-phase motor rotates depending on the mains frequency. The higher the frequency, the faster the motor rotates. Rated speeds at 50 Hz are as follows: for 2-pole motors, 3000 rpm; for 4-pole, 1500 rpm; for 6-pole, 1000 rpm; for 8-pole, 750 rpm.

Lubricating grease of NLGI grade 1 or 2, suitable for heavily loaded sliding and rolling bearings. Compatibility with the existing lubricant must be ensured. It's crucial whether the grease is mineral or synthetic-based.

It depends on the operating cycle and conditions. Typically, every 500 double strokes.

The lubricant quantity depends on the size and type of the gear unit. You can find specific data in our general catalog. Here's an example for our cubic screw jacks: General Catalog 2023 (grob-antriebstechnik.de)

0 - 6000 mm in the standard range. Lengths over 6 m are also possible for special applications, but then with a multi-part spindle. Gradations can be made in the millimeter range.

Grease lubrication in the gearbox: up to 1500 rpm; >1500 rpm to 3000 rpm flow grease or oil lubrication.

You can install mechanical, magnetic, or inductive limit switch solutions. Preparation for custom sensors is also possible. Please note that it's not possible to implement end position detection on traveling nut version screw jacks.

For detailed information, refer to the beginning of each screw jack chapter in our catalog. Here's an example for cubic screw jacks: General Catalog 2023 (grob-antriebstechnik.de)

For grease-lubricated screw jacks, the mounting position can be freely chosen. For oil-lubricated screw jacks, the orientation of the ventilation must be considered.

The manufacturer's rated load capacity should not be exceeded. However, screw jacks typically have safety factors ranging from 1.5 to 2.5 times the rated load.

Temporarily possible, however, this results in a significantly reduced lifespan.

Yes, for screw jacks with ball or roller screw mechanisms, a lifespan can be calculated. However, for trapezoidal screw mechanisms, lifespan calculation is not possible. More information on the calculations can be found here.

The required power depends on the load and lifting speed. A 30% reserve to the required power is recommended for the drive. The screw jack should be operated within the maximum specified parameters, which depend on the version and size. You can find exemplary power limits for cubic screw jacks here: General Catalog 2023 (grob-antriebstechnik.de)

The safety margin can be increased or reduced. If reduced, it's important to ensure that block drive is always prevented during operation of the system.

A block drive describes the execution of the lift against a fixed stop. In this process, the lifting element is 'blocked' by the fixed counterpart.

The driving element, usually a three-phase motor, doesn't stop automatically but needs a signal for shutdown. This signal can be generated through limit switches, encoders, potentiometers, or other displacement-monitoring components.

Mechanical drives are very sensitive to movement against fixed stops. Depending on the force of the motor, a block drive typically results in damage to the spindle-nut system.

Ball screw spindles make sense when:

  1. The power consumption is too high in combination with trapezoidal screw spindles
  2. A higher lifting speed is desired
  3. A higher precision is desired

The axial play of a trapezoidal screw spindle typically ranges from 0.1 to 0.3 mm. When the axial play reaches 1/4 of the trapezoidal profile, replacement of the trapezoidal screw nut is recommended.

Although lateral forces significantly reduce the lifespan of screw jacks, there are certain limits within which lateral forces can be absorbed. You can find relevant information here: General Catalog 2023 (grob-antriebstechnik.de)

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The standing spindle creates relative motion through the rotating worm wheel, while the rotating spindle generates relative motion for the traveling nut. The advantages and disadvantages depend on the space constraints of your lifting system.

Yes, each size (regardless of the screw jack type) offers 2x reduction stages (-> Normal and Slow). The exception is bevel gear screw jacks. Here, gear ratios of 1:1, 2:1, and 3:1 are possible.

Spindle extension defines a dimension that provides a certain extra length compared to the standard when in the retracted state. For example: You only need an effective stroke of 100mm, but there's a distance of 400mm to cover between the start of the stroke and the gearbox. Then we extend the spindle by 400mm, so when fully extended, you reach a total of 500mm.

For the spindle end, the standard range offers options including threaded end, articulated head, ball joint head, flange plate, bearing flange plate, and pin. You can find corresponding dimensions in the General Catalog 2023 (grob-antriebstechnik.de)

Yes, appropriate protection can be achieved through painting or the use of stainless materials.

Yes, the functions of 'lifting' and 'moving' can be performed by any mechanical lifting element.

This version uses an additional tube to protect the spindle, which sits on the traveling nut. The piston tube version thus describes a lifting cylinder that has been modified based on a screw jack.

The following points necessitate an oil version: Use in explosive atmospheres with gas. A mandatory ATEX questionnaire is required. Input speed at the worm shaft ranging from 1500 rpm to 3000 rpm.

In standard operation, the SFM runs load-free with the main nut. If the main nut fails, the SFM takes over the load. A stroke can then be performed to shut down the system. Additionally, the SFM is also used as a reference nut for wear measurement.

The spindle can be protected by folding bellows or spiral protective sleeves.

It prevents rotation of the spindle. If a translational spindle were to rotate, linear motion would no longer be possible.

  1. Electronic bridge: If each lifting element of the system is driven by a motor, electronic synchronization can be achieved through encoders.
  2. Mechanical linkage: More cost-effective and fail-safe are cardan shafts and bevel gearboxes, which can connect all lifting elements of a system together.

A travel limiter (AS) prevents the spindle from accidentally falling out in the basic version. It is not intended as a mechanical end stop.

Yes, screw jacks and MINI cylinders can be used within certain limits for ATEX zones as well.

In the case of the traveling nut version, only the nut connection dimensions change. In the basic version with the ball screw spindle, it may occur that the bearing cover is raised to accommodate the ball screw nut in the gearbox.

Yes, threaded spindles can also be equipped in stainless steel.

Question not included?

You can find more application examples and drive solutions here

Cubic Screw Jack - GROB Drive Technology GmbH

What is a Screw Jack?

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Philipp Schmalzhaf - Sales Manager - GROB Antriebstechnik GmbH

Philipp Schmalzhaf, Sales Manager