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Bot Service Stand

Custom Jackscrew System Development for Robot Service Stand — OPEX

Role: Lead Mechanical Design Engineer
Tools: CAD (SolidWorks/CATIA), GD&T, Tolerance Stack-Up Analysis, Design for Manufacturing (DFM), Mechanical Testing, Materials & Compliance (RoHS/REACH), Excel-Based Design Calculations

Project Overview

This project focused on the development of a custom jackscrew system for a robotic service stand used in OPEX’s Infinity warehouse automation system. The service stand lifts and rotates ~100 lb robotic vehicles to allow technicians to safely perform maintenance. Due to EU regulations, the lifting mechanism had to be fully RoHS/REACH compliant, but the existing design relied on a retail car jack that could not be certified.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

After months of unsuccessful sourcing efforts, I was given ownership of the problem and tasked with identifying and implementing a viable solution. The objective was to design a fully compliant, mechanically reliable, and production-ready lifting system while minimizing changes to the existing service stand.

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Methods

The challenge sat at the intersection of mechanical design, regulatory compliance, and manufacturing constraints. While commercial jacks met performance requirements, they lacked compliance documentation. At the same time, redesigning the entire system would introduce unnecessary cost, risk, and re-validation effort.

To address this, I adopted a design philosophy focused on:

  • Minimizing system-level changes to avoid re-qualification

  • Leveraging off-the-shelf components wherever possible

  • Designing a solution that was easy to manufacture, assemble, and inspect

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I began by analyzing the system at a fundamental level, locating the robot’s center of mass and evaluating load cases across different orientations of the service stand. Using truss-based analysis, I identified worst-case loading scenarios and defined the required performance envelope for the lifting mechanism.

The core design decision was the selection of a worm gear-driven lead screw system, chosen for:

  • High mechanical advantage

  • Inherent self-locking behavior (eliminating the need for additional locking mechanisms)

  • Simplicity in manufacturing and assembly

To support rapid iteration and informed decision-making, I developed a custom Excel-based calculation tool that evaluated:

  • Gear forces and torque requirements

  • Lead screw stresses and thread loading

  • Buckling conditions

  • Self-locking criteria

  • Factor of safety across components

This allowed efficient comparison of design configurations and component selections.

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Mechanical Design & Validation

The final system consisted of a two-piece machined enclosure housing a worm gear pair, with a lead screw passing through the worm wheel. The design was intentionally structured to maximize the use of off-the-shelf components, including bearings and standard hardware, while limiting custom manufacturing to only critical interface components.

Key design considerations included:

  • Thread selection: A higher lead was chosen to reduce lift time, accepting increased thread stress while maintaining acceptable safety margins

  • Load distribution: Interfaces were designed to minimize stress concentrations and ensure consistent force transmission

  • Tolerance control: GD&T was applied to ensure proper alignment and prevent binding under load

The result was a design that balanced performance with manufacturability, requiring minimal custom fabrication.

Validation was performed through both analytical and experimental methods. Analytical validation included evaluating:

  • Lead screw stress and thread loading

  • Buckling under axial load

  • Gear forces and torque transmission

  • Self-locking behavior

 

A key hands-on validation effort focused on the machined enclosure. The design required tight flatness control to ensure proper gasket sealing. Without access to a CMM, I developed a manual inspection method using a dial indicator and three-point support setup to measure total indicator variation across the sealing surface. This ensured the part met GD&T requirements and could be reliably inspected in-house.

Results and Takeaways

​The final jack screw system was successfully deployed across 300+ units, resolving a major compliance bottleneck and enabling product shipment. The design required minimal changes to the existing service stand, reducing cost and avoiding unnecessary re-validation.

Beyond solving the immediate problem, the project established a repeatable approach for handling compliance-driven design challenges and reinforced the importance of designing systems that are not only functional, but also manufacturable, inspectable, and scalable.

 

Key Takeaways:​

  • Effective engineering solutions must balance performance, compliance, and manufacturability

  • First-principles analysis enables confident decision-making under uncertainty

  • Designing for inspection and validation is as critical as designing for function

  • Simple, well-reasoned mechanical systems can outperform more complex alternatives when executed correctly

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