1. Introduction
In the field of rotating machinery, the demand for precise torque measurement is increasingly growing to achieve more accurate control [
1]. Torque sensors, as a core component of measurement, play a crucial role in industrial applications, such as electric vehicles, robotics, and aerospace [
2,
3,
4]. For instance, in factory performance evaluation, dynamic calibration tests typically involve mounting the factory torque sensor on a dedicated test rig. It is then evaluated against higher-performance torque sensors for various performance metrics, such as resolution, range, response speed, and stability, to ensure accuracy and reliability, meeting expected performance requirements [
5]. However, the performance requirements of factory torque sensors vary with changing demands, necessitating adjustments in the range and resolution required for high-performance torque sensors. Nevertheless, most sensors cannot enhance both parameters simultaneously because range and resolution are inherently contradictory [
6]. Generally, a larger range results in lower resolution, and vice versa. In actual dynamic calibration tests, high-performance torque sensors must be replaced according to different testing requirements. However, frequent replacements not only require multiple high-performance torque sensors but also lead to decreased accuracy, increased labor costs, and reduced efficiency due to repeated installations [
7]. Therefore, to address the aforementioned issues, it is necessary to provide a novel high-performance torque sensor with adjustable resolution (TSAR) across different ranges.
Torque sensors primarily consist of sensitive elements and detection elements [
8]. Sensitive elements endure torque and produce linear deformation, while detection elements measure this deformation and determine the torque by establishing a relationship between torque and deformation [
9]. Traditional torque sensors are typically strain-based and offer advantages such as small size and low cost [
10,
11]. Power supply and signal transmission for such sensors usually require brushes or slip rings [
12]. However, friction in brushes and slip rings can cause issues such as reduced lifespan and accuracy [
13]. To address this issue, Chen proposed a rotational shaft torque and rotational speed measurement method coupling resistance and capacitance, which essentially solved the difficult problems in signal transmission and power supply [
14]. In recent years, the investigation of rotary-type torque sensors has gained significant attention due to their characteristics of frictionless and gapless operation [
15]. Distinguished from traditional strain-type torque sensors, these sensors predominantly consist of a sensitive element and a measurement unit. The transfer of torque in such sensors is achieved through the elastic deformation of the sensitive element. Subsequently, the detection of this deformation is accomplished by the measurement unit, utilizing methods such as capacitance [
16], electromagnetic [
17], and optical techniques [
18]. The ensuing data is then further processed into torque information. Han et al. [
19] proposed a high-sensitivity joint torque sensor with floating beams and supporting beams. Lai et al. [
20] proposed a Fiber Bragg Grating (FBG)-based torque sensor with high sensitivity and miniature size for MIS instruments and multi-finger hands. Tiwari et al. [
21] presented the design, modeling, and fabrication, as well as the experimental validation, of the multi-axis µForce-Torque sensor with a range-to-resolution ratio of 55000. Ding et al. [
22] proposed a high-resolution resonant torque sensor based on a MEMS quartz resonator for the torsion test of micro-scale materials. Yeh et al. [
23] proposed a contactless thin-layered high-resolution torque sensor with a fully digital signal processing circuit. Jiang et al. [
24] sequentially proposed two distinct sensor designs. The first is a high-resolution instantaneous torque sensor based on the double-eccentric modulation principle. The second is a double-resolver high-sensitivity torsion spring-type torque sensor based on the iterative error self-compensation method. While the torque sensors discussed earlier demonstrate notable advantages in sensitivity and resolution, their limitations become evident in the context of measurement range, rendering them particularly suited for applications involving small torque and demanding high-precision measurements. Liu et al. [
25] presented the novel parallel load-sharing principle of six-dimensional heavy force/torque, resulting in a substantial improvement in the measurement range of the sensor. Brookhuis et al. [
26] proposed a miniature large range multi-axis force–torque sensor for biomechanical applications. While the aforementioned torque sensor boasts a sizable measurement range, high natural frequency, and elevated rigidity, its notable drawbacks manifest in the realm of measurement accuracy.
There are various methods for angle measurement, such as common encoders [
27], sine–cosine encoders [
28], and resolvers [
29]. However, the aforementioned sensors are plagued by several issues. For example, encoders often have low resolution, and resolvers are susceptible to magnetic interference. In mechanical measurement, linear distance measurement technology is more mature and precise compared to angle measurement technology. Therefore, converting angle measurement to linear distance measurement is a highly effective method. Traditional methods achieve contact-based measurement through the motion relationship between cams and pushrods. Jiang et al. [
13] proposed an eccentric modulation technique that uses an eddy current displacement sensor aligned with an eccentric sleeve to achieve non-contact high-precision angle measurement. However, the eccentric sleeve has eccentric inertia, which can lead to imbalance in rotating components, causing mechanical vibration and noise. This imbalance can also accelerate mechanical wear, leading to instability in the motion of rotating components, thereby reducing system accuracy and performance. Moreover, eddy current displacement sensors are sensitive to magnetic fields, making them unsuitable for the design presented in this paper. To address these issues, this paper proposes a screw modulation method, designing a sinusoidal screw and replacing the eddy current displacement sensor with a laser displacement sensor to achieve non-contact high-precision angle measurement. It should be noted that ‘non-contact’ here refers to the angle sensing method. The torque-induced rotation is captured by a laser displacement sensor without physical contact, as opposed to traditional torque sensors that might use contacting elements like strain gauges or potentiometers. The proposed torque sensor still requires a mechanical interface (shaft connection) with the test object to transmit torque, as is the case for any torque sensor. Because the laser displacement sensor measures the deformation optically, we do not need sliding contacts, bearings, or brush assemblies to transmit the signal from a rotating shaft. This not only improves the sensor’s longevity and reliability by eliminating parts that wear out due to contact, but it also reduces maintenance requirements. Another merit is the high precision and cleanliness of the signal. The laser sensor provides a high-resolution analog output without the quantization or noise issues that some encoders have.
A review of the previous works reveals the inherent contradiction between a sensor’s range and resolution. Typically, sensors can only have excellent performance on a single parameter, whether it be sensitivity, accuracy, or range. Sun et al. [
30] presented a design method for a large-range torque sensor with variable resolutions based on the principle of variable stiffness. Nevertheless, the sensor can only accommodate two resolution adjustments and lacks the capability for continuous adjustability in resolution. Subsequently, Sun et al. [
31] presented a novel force sensor with a variable configuration, capable of dynamically altering the measuring range and force resolution by adjusting stiffness. They also proposed the concept of a torque sensor with variable stiffness. However, this concept is difficult to realize because achieving variable stiffness by altering the mechanical structure during rotational motion is highly challenging.
To address the aforementioned issues, this study proposes a novel torque sensor. Unlike other typical torque sensors, the sensor proposed in this study uses screw modulation technology to detect the output rotation angle of an elastic element, thereby measuring the applied torque. The elastic element is a variable stiffness structure (VSS). The VSS achieves dynamic continuous adjustment from low to high stiffness by utilizing the varying shear stress properties of magnetorheological fluid (MRF), thus maintaining high resolution over a wide range. Therefore, this sensor can reduce stiffness to enhance measurement accuracy or increase stiffness to extend the measurement range, meeting different requirements for measurement accuracy and range under various conditions.
4. Finite Element Analysis
FEA is an effective tool for analyzing the feasibility of mechanical equipment. First, the physical model unit is developed using commercial software SolidWorks 2024. Then, a simulation analysis of the VSS is conducted using ANSYS 2021 software to verify its mechanical performance and model accuracy. Steel wire for piano, grade B (SWP-B), is selected as the torsion spring material because of its good linear elastic behavior, high yield strength, and overall favorable mechanical properties. The material parameters and geometry parameters of the VSS are shown in
Table 1.
First, a static simulation is performed on the VSS to evaluate its mechanical behavior in equilibrium. The left shaft of the VSS is subjected to fixed constraints, and the right shaft is set as a rigid body with a fixed torque of 5 N·m. A tetrahedral mesh is applied for discretization. The deformation and stress distribution in both the minimum and maximum stiffness states are simulated. The torsion angle is calculated from the deformation and spatial coordinates of the fixed points, as shown in
Figure 7.
Figure 7a,b depict the minimum stiffness state, while
Figure 7c,d depict the maximum stiffness state. Notably, under the same applied torque, the torsion angles in the two states differ significantly. The torsion angle in the minimum stiffness state is 6.5667°, while in the maximum stiffness state, it is only 0.82264°. Therefore, the stiffness variation ratio of the VSS is 7.98.
Next, a modal analysis is conducted on the VSS. The results show that the first natural frequency of the VSS is 80.774 Hz in the minimum stiffness state and 152.691 Hz in the maximum stiffness state. The corresponding resonance speeds v are calculated as 4846.44 r/min and 9161.46 r/min. Additionally, to ensure the longevity of the torsion spring, the stress when the torsion spring reaches its maximum torsion angle should be controlled within 80% of the material’s yield stress. The simulation results fully meet this condition. Notably, under the same applied torque, the maximum stress in the minimum stiffness state is 218.12 MPa, while in the maximum stiffness state, it is only 80.673 MPa. Therefore, this further verifies that altering the shear stress of the magnetorheological fluid enables the range variation. In both states, the stress increases with the radius, which is consistent with the results derived from (2).
5. Angle Measurement Method Based on Screw Modulation
When subjected to torque, the VSS undergoes torsional deformation, resulting in an angular difference Δθ between the two ends of the VSS shaft. With the stiffness of the VSS held constant, a linear relationship can be established between the angular difference, stiffness, and torque. Therefore, accurately measuring the angular difference enables the precise determination of torque.
This paper proposes a novel angle measurement method based on screw modulation. The mechanical structure of this method primarily consists of two sinusoidal screw shafts and two laser displacement sensors, as shown in
Figure 8a. The rotation axis has a center O
1 with a radius
R. The cross-section of the screw shaft along the
x-axis is a circle with center O
2 and radius
r. The screw shaft is formed by O
2 performing periodic sinusoidal motion around the central axis and rotating about it. Since the center of mass of each cross-section of the screw shaft is located at O
2, all these centers of mass collectively form a sinusoidal function. Since the integral of the sine function over one period equals zero, it can be concluded that the screw’s eccentricity relative to the central axis is zero. As a result, the screw shaft avoids eccentric inertia.
As the rotation axis rotates at a constant speed, the distance
s between the laser displacement sensor and the circular cross-section of the screw varies with the angle.
Figure 8b illustrates the five angular variations over one period. The output of the laser displacement sensor is a periodic quasi-sinusoidal signal with a high signal-to-noise ratio (SNR), known as the screw modulation signal. The distance between the laser displacement sensor and the central axis is
h. To improve measurement accuracy, 2
e should be maximized, so the laser displacement sensor should be aligned with the deepest or highest points of the screw, and
r must be greater than half of
R. Except for the unknown angle
θ, all other parameters are known. Therefore, through simple trigonometric relationships, the screw modulation signal can be derived:
The screw modulation-based angle measurement method does not require full-cycle sampling and can achieve high-precision instantaneous angle measurement. This method measures the angles θ1 and θ2 at both ends of the VSS and records the initial angles φ1 and φ2. Consequently, the torque measurement is obtained, as shown in (9). Due to the sinusoidal variation in the screw’s helical path along the axial direction, by decoupling the radial and axial screw modulation signals, this method enables the measurement of both instantaneous angles and axial displacement. Therefore, it is also applicable to the design of other sensors, such as force sensors.
6. Prototype Perseverance Tests
6.1. Prototype Development
All mechanical components of the VSS are precisely machined and assembled. The VSSE has an outer diameter of 35 mm, an overall thickness of 27 mm, and an internal cavity radius of 16.3 mm. The screw shaft has a radius
r of 10 mm and a shaft length of 63 mm, while the rotation shaft radius
R is 14 mm. The complete sensor measures 153 mm in length and 70 mm in overall height. The screw is designed with a hollow structure and is connected to the solid shaft of the VSS via a keyway. This design ensures that the screw itself does not bear torque when the sensor is subjected to it. Thus, it prevents deformation due to torque, thereby eliminating this measurement error. A power-closed torque test bench is designed in this study for the calibration and performance evaluation of the VSS. The test bench is mainly composed of the VSS, two laser displacement sensors, a dynamic torque loading device, a reference torque sensor, a magnetic field generator, a drive motor, bearing blocks, and other connecting parts, as shown in
Figure 9. The model of the laser displacement sensor is HL-G105-S-J, which achieves an accuracy of 1.5 µm within its measurement range and supports a minimum sampling interval of 200 µs. From (10), this corresponds to an angular measurement resolution of approximately 1.16′, indicating good temporal response and measurement precision. The voltage output signal from the laser displacement sensor is acquired using an NI-9234 data acquisition card with 24-bit resolution. The coil in the magnetic field generator has 400 turns, and the current
I ranges from 0 to 5 A. When the current reaches 5 A, it is sufficient to generate the maximum magnetic field required by the MRF.
Dynamic torque loading is one of the key functions of the test bench. To achieve stable dynamic small torque loading while minimizing power loss, a power-closed torque loading unit is designed in this study. This unit consists of a loading gear and an adjustment sleeve. The loading gear is in a clearance fit with the loading shaft to facilitate load adjustment. The adjustment sleeve is connected to the loading shaft via a key, forming a closed torque loop. The loading gear has 12 evenly distributed holes, while the adjustment sleeve has 11. The loading mechanism is similar to the micrometer measurement principle. During loading, the appropriate matching hole positions on the gear and sleeve are selected based on the required torque value and then secured with bolts, achieving stable dynamic small torque loading. Additionally, the test bench is equipped with a 24-bit high-precision torque sensor as a reference, which is strain gauge-based and expensive, to achieve dynamic calibration of the VSS. During loading, the bolt shaft and hole wall have no clearance, and the bolt shaft is subjected to shear forces; therefore, an M8 hexagonal reamed bolt is used.
6.2. Prototype Evaluation
For the performance evaluation of the sensor, the first step is to calibrate the VSS under different stiffness conditions to obtain the linear relationship between the output angle difference and the applied torque. The output angle difference is measured using a laser displacement sensor and the screw shaft. Before calibration, the initial angle difference is recorded. During calibration, the output current of the DC power supply is adjusted in 1 A increments within the range of 0–5 A. The torque is gradually adjusted using the torque loading unit and then measured with a reference torque sensor. The calibration results of the VSS under different stiffness conditions are shown in
Figure 10. It can be observed that the VSS of different stiffnesses has good linearity. The dynamic continuous adjustment of different stiffnesses is realized. At
I = 0 A, the VSS exhibits the lowest stiffness and highest resolution, with values of 0.9352 N·m/° and 0.0178 N·m, respectively. At
I = 5 A, the VSS exhibits the highest stiffness and lowest resolution, with values of 4.221 N·m/° and 0.08 N·m, respectively. The resolution primarily depends on the accuracy of the laser displacement sensor. The stiffness variation rate of the VSS is 4.5135.
The current prototype exhibits a range-to-resolution ratio of approximately 1120. Although this ratio is modest compared to certain micro-scale torque sensors, those devices are primarily targeted at measuring extremely small torques within very limited ranges. The novelty of our sensor lies in its continuously adjustable resolution. Therefore, this sensor can reduce stiffness to enhance measurement accuracy or increase stiffness to extend the measurement range, meeting different requirements for measurement accuracy and range under various conditions. The lower measurement limit is constrained by mechanical friction/stiction and measurement noise, while the upper limit is determined by the yield strength of the torsion spring material and the maximum sustainable shear stress of the MRF under the available magnetic field. The 5–20 N·m measurement range of the prototype is particularly relevant for applications such as robotic joint torque sensing, auxiliary drivetrain components in electric vehicles, test benches for small motors and actuators, and precision machinery requiring dynamic torque feedback.
Additionally, the range variation in the VSS under different stiffness conditions is also presented. The range is primarily measured based on the VSS’s ability to maintain good linearity and repeatability under maximum torque application. The resolution and range variation curves are well fitted using spline interpolation. The measurement results are shown in
Figure 11a. It can be observed that the VSS can increase resolution by reducing the range or expand the range by lowering the resolution.
The hysteresis of the torque sensor depends on the maximum deviation obtained from cyclic loading and unloading tests. This study investigates the hysteresis characteristics of the VSS in its maximum and minimum stiffness states. The VSS is subjected to cyclic loading and unloading of torque up to approximately 80% of its range in both stiffness states, with the results shown in
Figure 11b. The hysteresis is found to be 1.5% and 1.1% for the two states, respectively. Additionally, five sets of experiments are repeated to assess the repeatability of the VSS, resulting in values of 0.6% and 0.41%, respectively.
6.3. Validation of Dynamic Workflow
To verify the sensor workflow shown in
Figure 2, we implemented a closed-loop control system to accomplish this process. This system performs the following steps algorithmically:
Firstly, when an unknown or varying torque is applied, the Xilinx AX7035 FPGA controls the current source driver to deliver the maximum current, thereby maintaining the sensor at maximum stiffness Kh for initial torque measurement. Laser displacement sensor signals are acquired via an NI-9234 DAQ module and transmitted to the FPGA through a serial interface, where the angular difference Δθ is computed using Equation (8). Subsequently, the calibrated stiffness Kh and Equation (9) are employed to derive the preliminary torque estimate Tinit. Proceeding to the optimization phase, based on Tinit and a predefined target resolution/range, the control algorithm dynamically calculates the optimal stiffness K. This step aims to maintain Tinit at 80% of the new measurement range while maximizing resolution. Finally, the FPGA reacquires the laser displacement sensor signal to compute the final high-accuracy torque value Tmeas.
To evaluate the sensor’s dynamic performance, we added time response tests on top of the existing experiment to measure the latency of the full closed-loop workflow shown in
Figure 2. Specifically, the response time was obtained from the FPGA counter and its crystal oscillator frequency. Counting started when the sensor began measuring the unknown torque and stopped when the sensor output the final measured torque
Tmeas, yielding the elapsed measurement time
t.
To validate this workflow experimentally, we used the torque loading unit on our test bench to apply five different unknown torque levels. The reference torque
Tref was measured by a high-precision calibrated torque sensor. Throughout the tests,
Tinit,
Tmeas, and
Tref were concurrently output for comparison, yielding the results presented in
Table 2.
Table 1 indicates that, while the sensor working at its maximum stiffness is able to span a wide range of roughly 20 N·m, the preliminary estimate
Tinit deviates noticeably from the reference torque
Tref. Following stiffness adjustment for resolution maximization, the final torque output
Tmeas demonstrates close convergence to
Tref.
The response times are accurate to 0.01 ms. All measured values are around 12 ms, demonstrating that the system is capable of completing a full measurement-update cycle within a short timeframe. This confirms that the proposed system is suitable for medium-speed dynamic torque sensing applications, such as robotic joint control, electric drivetrain calibration, or precision actuation, where torque variation bandwidths are typically below 50 Hz.
6.4. Future Work
Future work will focus on miniaturization. Potential improvements include optimizing the coil and magnetic circuit to reduce size, using higher-saturation magnetic materials to achieve the same stiffness change with a smaller volume of fluid, and integrating the torsion spring and fluid chamber into a single compact assembly. These changes aim to retain performance while approaching the compactness of conventional sensors. The relatively large physical dimensions of our current prototype primarily arise from the screw modulation mechanism employed for angle measurement. It is noteworthy that the proposed screw modulation method is not limited to our torque sensor alone but can also be applied broadly to other applications requiring high-precision angular measurements. Furthermore, if a further reduction in sensor size is desired in future designs, selecting compact, high-resolution angular sensors would be a promising alternative. In addition, we compared the proposed sensor with several representative torque sensors from the recent literature, as well as commercially available torque sensors, as summarized in
Table 3. It can be observed from this comparative analysis that although our proposed sensor has somewhat higher structural complexity than conventional designs, it does not exhibit a significant disadvantage in terms of overall physical dimensions. The comparison also reveals that the sensor proposed in this work holds certain advantages in terms of minimum resolution and maximum measurement range. Furthermore, other existing torque sensors typically excel in high resolution at the expense of limited range, or vice versa. Consequently, our proposed sensor specifically addresses this inherent trade-off between resolution and measurement range. Due to current hardware limitations, our torque loading test bench supports only static torque levels through manual adjustment and thus cannot directly apply step or sinusoidal torque inputs. Future work will include upgrading the torque loading platform to enable programmable dynamic torque inputs for step response and frequency-domain performance analysis. We will conduct frequency response tests, step torque response measurements, and detection speed measurements on the sensor to better evaluate its overall performance.