2.1. Preliminary Considerations, Requirements, and Experiments to Determine the Specifications
For a starting point, a list of requirements is created, which defines the basic requirements for the prototype, focusing on the production of the concrete sample as the main task. It is important to note that the current prototype is not intended to be a product that will ultimately be used to produce these samples in space. Rather, it is intended to demonstrate that gradual automation of the process is possible and that further research and development are necessary to optimize, further develop, and ultimately utilize this fundamental principle. This is also due to the fact that the prototype is not currently being designed for a specific application but is intended to serve as preparation for possible further experiments on the ISS, on board another spacecraft, or even on the Moon. The formulated requirements relate to both the task at hand and the analysis of the factors influencing the quality of the samples:
Automation of the MASON experiment in the form of automation of the mixing process and thus standardization of the production of cylindrical concrete samples;
Integration of the MCM, as it is already approved as space hardware and meets all requirements for the production of the test specimens;
Development and production of a prototype that can be used in a laboratory-like environment to enable further developments within the MASON project;
Fulfillment of the necessary performance specifications required by the process;
Implementation of a modular structure to allow for subsequent changes to hardware and process and thus provide space for subsequent research;
Development of a general concept that can be adapted for use in space by using suitable hardware components and adding system modules.
This list summarizes the general conditions that apply to the prototype. After product development and testing, these conditions must be reviewed and assessed to determine whether they have been adequately met.
The list determines that the MCM would remain as a system component, forming the basic system. The use of the first-generation MCM is described briefly as follows: the dry components were stored in the lower part of the mixer and remained sealed until the experiment. The syringe was attached to the upper end of the mixing tube, and water was injected through an opening at the lower end of the tube directly into the dry material. The components were then mixed for two minutes using the manual mixing tool. After mixing, the blade was retracted upward into the retention chamber to avoid interference with the specimen. In the final step, the two container parts were pressed together to compress the fresh sample, with excess air escaping through a filter. After hardening, the MCM was disassembled, and a specimen of approximately 50 mm in length and 30 mm in diameter was retrieved for analysis (detailed description in [
9,
19]). The MCM forms the central building block around which the new system is planned. From a mechanical perspective, the mixing process requires a mixing unit that performs the movements previously performed manually. This mixing unit is controlled and driven by electronic components that ensure the flow of energy and information.
In order for the mix components to be processed into a concrete sample in the MCM, the MCM must be mechanically connected to the new mixing unit. The analysis and description of the test procedure states that the mixing process consists of two movements—a rotation and a linear movement of the mixer blade in the mixing chamber. From a purely mechanical perspective, it is possible to link these two types of movement so that only one motor would be needed to drive them. However, in this case, there is always a dependency between the two movements. For this reason, a separate drive is provided for each movement. The drives and movement elements together form the mixing unit.
Both drives are powered by electrical energy, so they must be connected to a power supply, which in turn is supplied with electrical energy from outside the system. In addition to the drives, the power supply also transmits energy to all other electronic components. These include the controller, the operating element, the display device, and the sensors. The controller is at the center of the electronics, as it processes all incoming information flows and uses this information to forward them to the drives. The system status is monitored via the sensors, and information about any status changes is transmitted to the controller. Users can transmit commands to the controller via the operating element (as a human–machine interface) and receive information about the system status back from the display device in order to carry out manual steps. This means that all input and output variables are taken into account and classified within the system.
To connect the MCM, drive unit, and electronics, a frame is also integrated into the system. This frame is required to connect the components selected for the building blocks later. The developed system structure has the advantage that each building block can be individually designed, and suitable concepts and products can be selected. Furthermore, the structure is designed in a general way, considering the necessary input and output variables, and is thus independent of other environmental conditions. These can be used and considered accordingly for the specific application, so that the structure applies not only to the prototype, but also to all subsequently developed systems (for example, for use on the ISS or the Moon).
In order to select and calculate the necessary components for the mixing unit, data must first be collected to enable this design. For this purpose, torque tests are carried out with the MCM. After obtaining an approximate measuring range (0–3 Nm), a fitting test setup is developed. Since a measuring range of less than 3 Nm involves low torques, specialized and high-resolution measuring equipment is required to directly measure the dynamic torque during mixing. This equipment is located in the tightening laboratory of Atlas Copco Tools Central Europe GmbH in Essen and is extended by suitable fixing elements. The complete setup is shown in
Figure 2.
In the center of the test setup lies an MCM (1, see
Figure 2), which is connected to the measuring tool (3) by a nut (2) produced using additive manufacturing. This measuring tool is connected to a controller (4), which specifies the sequence of rotary movements to be performed by the tool and transmits all recorded values to a computer. The mixing tool is attached to the mixer tube and is secured against slipping along the tube by two shaft clamping rings. To prevent the mixer tube from rotating, it is embedded in a component that is also additively manufactured, which is fastened to the table with screw clamps (5).
The measuring tool is an Atlas Copco ETD MT41-250-I06 [
28], a small handheld electric screwdriver, which, with its integrated measuring transducer for determining torque and angle of rotation, achieves an accuracy of ±5% [
29]. This can record torques from 0.02 to 2.5 Nm and thus covers most of the assumed range. To maintain their accuracy, electric tightening tools must be tested regularly [
30]. In the case of the tool used, this is done at least annually in the form of a dynamic counter measurement across the entire measuring range. The counter measurement is carried out using calibrated measuring cells, ensuring metrological traceability [
31]. The control system (Atlas Copco MTF6000 [
32]) records the time and the associated values for speed, torque, and angle of rotation for each test run at a sampling rate of 1000 Hz. Details of the test procedures and results are provided in
Appendix A.
The movements performed should simulate and imitate the actual mixing process as closely as possible. To this end, measurements are taken both during the mixing of the components before and after the addition of water. The selected mixtures were perceived as particularly challenging in both the experiments on Earth and on the ISS. For this reason, the highest torques should occur when mixing these components, so that subsequent design based on this ensures that all experiments can also be carried out by the automated hardware.
In addition to their relevance to the research project, the mixtures consist of particles of different sizes (see
Table 1). R and R-R exhibit a very fine-grained, powder-like structure due to the cement and the Regolith simulant EAC-1A, while the CEN standard sand, according to DIN EN 196, added to R-SS consists of grains up to a maximum of 2 mm [
33]. In comparison, the cement has an average grain size of 5–20 µm [
34], while that of regolith EAC-1A is between 100 and 200 µm [
35].
The most important value from these tests is that a torque of 112.4 cNm was not exceeded in the present setting (see
Table 2). However, since the measured data fluctuates considerably, particularly with the associated mixture (R-SS), a safety factor must be factored in to ensure that the technology does not fail even at higher required torques. This value should therefore only be understood as a necessary lower limit. In addition, two further factors that influence the measured results must be taken into account: the accuracy of the tool used (±5%) and the use of the same MCM across all tests. On the other hand, it was already determined in the preliminary tests and also in the test with R and water that the torque absorbable by the mixer blade is limited. In the range between 230 and 250 cNm (i.e., 2.3–2.5 Nm), the carbon, the weakest element of the MCM, breaks, preventing full functionality. A torque of 2 Nm is therefore not only sufficient for the drive unit but also serves as a safety measure to prevent damage to the MCM. To prevent these values from being exceeded, the mixing program should be designed so that high torques are never reached. This could be achieved by regularly reversing the direction of rotation or by torque monitoring.
2.2. Design and Production of the Prototype
Based on the developed system structure, suitable solutions for the individual system components, as well as possible products for use in the prototype, are sought, taking into account the stated requirements and the necessary torque. Since the system should also be adaptable for use in space, and it has already been decided that it should be powered by electric motors, the first step is to determine which motor types are suitable. In addition to stepper motors and piezoelectric motors, both brushed and brushless direct current (DC) motors are available for implementing rotations [
36,
37,
38,
39]. Linear motors can also be used to generate linear movements without additional mechanical components. However, these are usually designed for use in short linear movements of less than 50 mm [
36].
First, the mixing unit, which carries out the movements of the mixing process, is considered for the prototype. For this, both a rotary and a linear movement must be implemented in isolation from one another. As previously mentioned, it would be possible to implement both movements using a single motor, which would mean coupling them. However, in order to optimize the mixing process, it is necessary to be able to control these movements independently. The other system components for the transmission of force and motion, besides the motors, must also be taken into account. The rotary movement must be continuous, and the drive must provide a torque of approximately 2 Nm. No force was determined to be applied for the linear drive, but the design of the MCM results in a movement length of approximately 85 mm, which corresponds to the distance from the floor of the mixing chamber to the storage chamber for the mixer blade, i.e., the maximum distance that the mixer blade can travel inside the MCM lengthwise. Both movements should be controllable as precisely as possible, on the one hand to prevent damage to the MCM and on the other hand to enable precise adjustment of the mixing process.
During the torque tests, it has already been determined that there are two possible starting points for attaching a drive: the mixer tube and the lower section of the MCM, consisting of the mixing and storage chambers. However, while the torque tests only considered the rotational movement, both movements must now be combined. In contrast to the tests, in which the rotation was transmitted via the mixing chamber, it makes sense to perform both movements on the mixer tube, similar to the MASON experiments on the ISS. Consequently, the lower section of the MCM must be fixed, whereby the movement of the mixer tube is restricted to two degrees of freedom. One of these degrees of freedom is rotation around its own axis, and the other is translational movement along this axis from the floor of the mixing chamber into the storage chamber.
Linear relative movements of components can be achieved mechanically using linear guides. These exist in various designs and are used, for example, in tools or special machine tools to guide tables and slides [
40]. Manufacturers such as Maxon Motor GmbH also offer versions for use as space hardware. The spindle drive used converts a rotary movement—generated by a motor—into a linear movement [
37]. Such spindle drives are used in many industrial applications and can therefore be found in the product portfolios of many manufacturers. A suitable module for this application is the lubrication-free drylin
® SHT linear module from Igus GmbH. It is available in various designs and, with a standard stroke length of 100 mm and self-locking in size 12—related to the shafts—meets the necessary requirements for the linear drive [
41]. The spindle drive moves the slide along two shafts by 2 mm with each revolution. In addition to the purely mechanical linear module, the manufacturer also offers the necessary drive technology. In this case, a stepper motor of size NEMA 17 with a holding torque of 0.5 Nm and a step angle of 1.8° (±5%) and including a suitable control system (Igus dryve D7) is proposed [
42,
43].
Stepper motors are a special variant of synchronous motors. Cyclically pulsed voltages are applied to the internal windings to rotate the rotor by a specified step angle. This ensures precise positioning of the motor and, in some applications, also of the linear guide. However, in addition to the motor itself, an external stepper motor controller (also called a driver) is required to process the input voltage and control signals. These motors have a long service life, are robust, and generate only a low noise level. For these reasons, they are used in testing technology and for positioning drives [
44].
Since the adaptation of the mixing process places demands on the drive unit, a stepper motor is also used for the rotary movement. To simplify things, the same model is used as for the linear guide. Although less efficient for continuous rotation, it enables control identical to that of the linear drive motor and provides higher programming precision, enabling features such as accurate synchronization of the mixing sequence or position detection of the mixer tube and blade in further development. However, there are two problems with using it as a rotary drive: Firstly, the maximum torque generated of 0.5 Nm is not sufficient to drive the mixer directly. Secondly, a direct connection between the motor and the mixer tube would close off the connection for the syringe. Therefore, the motor was connected to the tube via a gearbox, which, on the one hand, enables off-center mounting of the motor and, on the other hand, increases the torque to the desired 2 Nm.
Due to the opening required for water injection at the top of the mixer tube, a gearbox is selected that enables power transmission from a motor located on the side. Therefore, a gearbox with crossed axes is required. In addition to offset bevel gears, worm gears, which belong to the group of helical gears, are also suitable for this purpose. Each gear stage consists of a worm and a worm wheel. Worm gears allow for a wide gear ratio range and ensure high load capacity [
45].
Manufacturers such as Ganter offer worm gears with compact dimensions, which enable power transmission even in small drive units. In addition, the hollow shaft on the output side makes it possible to push the mixer pipe all the way through. This leaves the opening for injecting the water accessible [
46]. The basic conditions for selecting a suitable gear unit are the required output torque (2 Nm, derived from the torque tests), the maximum speed that can be achieved with the motor control unit and the associated motor torque (approx. 0.35 Nm at 500 rpm), and a realistic output speed of 25–50 rpm for the mixing process [
46]. The required input torque for an output torque of 2 Nm is below the 0.35 Nm provided by the motor at 500 rpm for all ratios. Therefore, the output speed is the deciding factor for the gearbox used, so the smallest ratio (i = 13) is selected.
With the linear guide (1, see
Figure 3), the worm gear (2), and the two motors (3,4), all components for the mixing unit are defined and specified. Suitable connecting elements are required to combine these components. To transmit the rotary movement and torque, the motor shafts must each be connected to the corresponding drive mechanism. For this purpose, simple, non-switchable shaft couplings are used; these are slipped onto the shafts and then clamped onto them with a screw [
45,
47]. Since the manufacturer Ganter offers matching shaft couplings in addition to a suitable worm gear, both the gear and the shaft couplings are taken from their product range. In addition to the GN 3975 worm gear with i = 13, two GN 2240 shaft couplings are selected, which are also suitable for use with stepper motors [
46,
48].
The remaining connecting elements result from the design of the mixing unit shown in
Figure 3. The connecting elements are selected and designed based on screw connections so that the prefabricated threads on the linear guide and worm gear can be used for fastening. In addition to standard components such as screws and spacer bolts with internal and external threads, three custom connecting elements are required. These are developed taking into account the principles of design theory [
49,
50]. Since the shaft couplings only serve to transmit motion and torque, additional mechanical connecting elements must be used between the motor and the mechanical system.
For the linear guide (1, see
Figure 3), a plate with through holes for the screws and coupling is designed (A), taking into account the length of the spacer bushings and the shaft. The connection between the other motor and the worm gear is achieved by a component that encloses the gear and, in addition to the holes for the motor currently in use, has further holes to accommodate a NEMA 23 or 24 motor (B). Depending on further development, a correspondingly more powerful motor could be installed. A second connecting plate is inserted between the carriage of the linear guide and the worm gear (C). Spacer bushings are also used here to create a distance between the components. Dimensions and tolerances, particularly for the through holes, can be found in the relevant tables.
Starting with the mixing unit, the next step is to design the frame, which will hold all mechanical and electronic components. For similar structures, aluminum profiles are often used in mechanical engineering. These profiles are offered by various manufacturers such as Bosch, MayTec, or Item. The profiles from these manufacturers are compatible with each other and are offered with a wide range of accessories for connecting the profiles to each other or to other components. The profiles are available in different dimensions and cross-sections for various applications. For the described application, the designation aluminum profile 40 × 40 light, groove 8 I-type is chosen. The dimensions and the groove shape also determine the options for selecting accessories. The basis is threaded T-nuts that can be inserted into the groove. These allow add-on components to be attached to the profile using screws and the connection to be released again as required. This setup facilitates subsequent modifications to the prototype without great effort. To simplify the assembly, a frame was developed consisting of five 500 mm long profiles.
To allow the prototype to be placed and leveled on a work surface, adjustable feet are mounted beneath the profiles at all four corners (1, see
Figure 4). For operator protection and aesthetic reasons, all angles and open profile ends are also provided with cover caps (2). In addition to accommodating T-nuts, the slots can later accommodate electronic cables. To protect them, the slots are closed with cover profiles.
The setup shown in
Figure 4 enables the mixing unit (3, comp.
Figure 3) and the MCM (4) to be positioned vertically. For this purpose, the mixing unit is attached to the frame via the linear guide using screws and T-nuts. The mixer tube of the MCM is guided from below through the worm gear, and the MCM is attached separately to the frame. This attachment is achieved using another component designed for this setup, which is screwed on below the linear guide (5). It surrounds the MCM from the right and left and, thanks to the elongated holes on the sides, enables the MCM to be attached using screws that engage in threaded bushings embedded in the mixing chamber. With just two screws, this setup prevents the MCM from making any translational or rotational movements, so that only the mixer tube is moved by the mixing unit. An adapter for the mixer tube is also required for the different shaft sizes of the tube and worm gear. This consists of two parts, one of which is inserted laterally onto the two milled surfaces on the mixer tube, and the other is then inserted along the mixer tube. This creates a positive connection between the mixer tube and adapter, as well as between the adapter and the worm gear for rotating the mixer tube. A shaft clamping ring is inserted above and below the worm gear to transmit the linear movement to the tube.
To mount the electronics, only a DIN rail is initially planned on the back of the frame (6). The black box, integrated into the overall design (7), will only be added during production, once the electronic components have been selected and their dimensions have been determined.
The overall design thus takes into account the requirements defined at the outset as well as the subsequently developed system properties. By combining a linear guide with a worm gear, both necessary movements (rotation and translation) can be performed, meeting all requirements for automating the mixing process. The torque determined and required for mixing, which is generated by the stepper motor and worm gear drive, is also taken into account. For both the mechanical and electronic components of the mixing unit, products are used that, although not themselves approved as space hardware, exist in versions with the necessary approvals [
36,
37,
38].
The design is based on the developed system structure and integrates suitable solutions and products. These largely rely on commercially available products, making them not only easy to procure but also easily combined with other design elements. In particular, the choice of aluminum profiles for the frame results in a structure that is easily adaptable and expandable. The integration of the MCM was successful without modifying its components, meaning that no costly modifications to the injection molds were required to use it in the prototype.
By implementing the overall design as a CAD project, a digital twin of the structure is created, which can be used as the basis for producing the prototype. In the first step, products that can be ordered and individually manufactured are identified and categorized into mechanical components, such as the linear guide, the gear unit, and the shaft couplings, aluminum profiles and fastening accessories, electronic components like stepper motors and the associated control and supply electronics and lastly all elements that are not available as a finished product and therefore have to be specially manufactured for the prototype.
Since the prototype primarily involves product development in the mechanical field, the selection of electronic components, as a discipline of mechatronics, offers only a limited technical relevance. The selection of stepper motors and the associated controllers already provides a starting point for further planning. Based on the system structure and the necessary properties, existing or pre-configured electronic systems are researched, and suitable components are selected on this basis. In addition to industrial controllers, the manufacturer of the stepper motors and controllers (Igus GmbH) also suggests microcomputers such as Arduino [
51]. Arduino offers a simple and cost-effective solution for electronic control, particularly in the construction of prototypes and test assemblies. Due to its compatibility with a wide variety of other electronic components and user-friendly programming using a simplified version of the C and C++ programming languages, it is also suitable for use in prototypes [
52,
53]. For the human–machine interface, i.e., for controlling the experiment without connecting a computer, an LCD (liquid crystal display) and three push buttons are used, which are embedded in a two-part box. The power supplies for Arduino (5–12 V) and step-per motor controllers (24 V) are separate due to the different voltages required; two separate power supplies are used for this. To limit the travel of the mixer tube, two microswitches with specially designed holders are used to define the end. For wiring, a suitable wiring plan is developed, and cables, stranded wires, wire end ferrules, and DIN rail terminals are procured and used.
In parallel with the procurement of the commercially available products, the individually designed components are manufactured. Due to the expected increased mechanical stress in the mixing unit caused by the drives, the connecting elements between the motors, the linear guide, and the worm gear are manufactured conventionally from aluminum. For the remaining components, the principles of rapid prototyping and rapid manufacturing are applied in order to produce them using additive manufacturing processes. Material extrusion (MEX) is used as the standard process and is particularly suitable for the higher-volume parts, such as the box and the MCM holder, but also the holder for the microswitches. Due to the close tolerances and the positive connection, the two-part shaft adapter for transmitting the rotary movement of the worm gear to the mixer tube is manufactured using SLA. The first of the two parts can therefore be placed laterally on the mixer tube as planned, the second can then be pushed in, and the mixer can be guided through the hollow shaft.
Once all the components identified in the parts list are available, the prototype can be built based on its digital twin. First, the frame is assembled by connecting the individual aluminum profiles with screws, T-nuts, and brackets. The feet are also mounted to ensure stability on the work surface, and then all the cover caps are added. The mixing unit can then be attached. The linear guide is screwed to the aluminum profiles, creating the distance between the two vertically positioned profiles. The remaining parts of the mixing unit are added accordingly. The bracket for the MCM is attached below the mixing unit, and the DIN rail for the electronic components is attached to the rear. The latter are then assembled—Arduino is inserted into a housing and connected to the DIN rail along with the 24 V power supply, the two motor controllers, and the terminals. The microswitches are glued to their brackets and screwed to the sides of the vertically positioned aluminum profiles. The display and buttons are screwed into the lid of the box, which in turn is connected to the box by means of pressed-in magnets. The final step is to wire all electronic components together, with the cables being routed through the grooves in the aluminum profiles and then covered with profiles.
This results in the prototype shown in
Figure 5 with the MCM installed. The box on the right contains two additional, unconnected motor controllers, which can be used to manually control the two stepper motors. These were used to simplify manufacturing and allow for different positioning of the mixing unit during the assembly process.
2.3. Testing
To ensure that the structure meets the requirements and can be used for producing samples from the MASON experiments, its functionality is tested. This type of review of the described and defined requirements in the context of the predefined intended use is also referred to as validation.
To verify the functionality of the prototype, experiments based on the MASON experiments are conducted. The primary goal is to determine whether the main requirement of semi-automated execution (see requirements list) is met. For the reasons stated above, the same three mixture compositions are used as in the torque tests—R, RR, and R-SS. The respective components can be found in
Table 1. As in the MASON experiments, the dry components are first loosened with the mixer, then water is added, and the mixing is carried out.
Since, in contrast to the torque tests, a combination of rotary and longitudinal movement is now possible, the control system is programmed according to the manual mixing process. The movements of the mixer described in this section are integrated in the program code but can be extended in later developments to include system reactions based on system states reported by sensors. For both dry and wet mixing, the two motors are operated in jog mode, i.e., at a fixed, constant speed, which is 50 rpm when driving the linear guide and 500 rpm when driving the worm gear, resulting in a mixer speed of around 38.5 rpm. Once the MCM has been filled with the dry ingredients and inserted into the switched-on prototype, the first of the two mixing phases is started by pressing the green button. The mixer blade then moves to the upper stop and begins loosening by repeatedly moving the linear guide downwards for 400 ms and then performing a short clockwise and counterclockwise movement. This process is repeated until the lower stop is reached and the mixer blade has reached the bottom of the mixing chamber, which is detected by the linear guide triggering the lower stop. The water is then slowly pumped manually through the mixer tube into the mixing chamber using a syringe. Based on the instructions for the mixing process on the ISS, all components are mixed together for two minutes. For this purpose, both motors run continuously—the linear guide is moved back and forth between the upper and lower stops, while a constant stirring motion takes place. Each time the lower stop is reached, the direction of rotation of the mixer blade reverses to ensure the best possible mixing. After the two minutes have elapsed, the mixer blade stops automatically, and the linear guide moves to the upper stop so that the mixer blade is pulled out of the mixing chamber, and the mixing chamber can be removed with the finished mixed concrete. The MCM and the prototype are visually inspected after each test run, and any observations are documented.
To ensure comparability with the MASON samples, three samples of each composition are produced. To assess the concrete properties, the mixing chambers are sealed and compressed by placing the holding chamber on top and squeezing it shut. After a curing period of 14 days, the samples are removed, subjected to a visual inspection, and subjected to several standard tests to check their mass, dimensions [
54], density [
55], porosity [
56], and compressive strength [
57]. The resulting parameters are compared with those of the MASON samples, which were mixed manually using the MCM, to evaluate whether the automated prototype can produce samples of comparable quality and uniformity.
This approach evaluates whether the prototype meets the defined requirements for use and also allows potential for improvement to be identified, which provides direct starting points for further research.