Adjustable Flange Bearing Preload via Press-Fit Friction

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Solution Overview

Problem

Adjusting the preload in tapered-roller-bearing assemblies is a complex and imprecise process, requiring precise axial displacement and clamping forces, which can lead to difficulties in achieving the desired preload.

Innovation Solution

A bearing assembly with axially adjustable flanges configured in a press-fit on the bearing rings, allowing for simple and precise preload adjustment by controlling the frictional force, separating the preload circuits of the roller preload and inner-ring clamping, and enabling different preloads through varying press-fits, with options for interference-fit or material bonding connections.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If a thread is provided in the bore and bearing ring for adjustable flange, then the flange can be adjusted axially, but the screwing-in process becomes very cumbersome and time-intensive

Engineering Contradiction:
Improveadjustability of flangeVSAvoidtime for screwing-in and adjusting
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The patent extracts the thread connection from the system and replaces it with a press-fit connection. The flange is directly pressed onto the bearing ring without requiring threaded holes or screwing operations, thereby eliminating the time-consuming thread engagement process while maintaining axial adjustability through the press-fit friction connection.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The patent replaces the mechanical thread-screw system with a press-fit friction-based system. Instead of using threads to achieve adjustment, the flange is secured through friction generated by radial pressing, transforming the adjustment mechanism from threaded engagement to friction-based positioning.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Manufacturing precision

If shims are used to set the preload by shifting inner rings, then the displacement path can be determined, but the process becomes complex and imprecise due to the influence of clamping force

Engineering Contradiction:
Improvepreload setting precisionVSAvoidcomplexity of preload adjustment process
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

The patent segments the preload adjustment function from the inner ring clamping system. By placing the adjustable flange on the outer ring rather than the inner ring, the preload adjustment is separated from the clamping force application, allowing independent control of preload without the complicating influence of clamping force variations.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The adjustable flange acts as an intermediary element between the rolling elements and the outer ring. It provides a controlled friction-based resistance that precisely determines the preload force, serving as a mediator that translates axial displacement into a defined preload without the complexity of shim-based methods.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Ease of manufacture

If the flange is disposed with press-fit on the bearing ring, then the installation becomes simple, but friction must be overcome for axial displacement

Engineering Contradiction:
Improvesimplicity of flange installationVSAvoidfrictional force for displacement
Core Design Contradiction:
Ease of manufactureVSForce

Solution Approach 1:

The patent utilizes parameter changes in the friction force to achieve the desired function. By carefully controlling the press-fit parameters (interference fit magnitude, surface roughness, material properties), the friction force is optimized to provide sufficient holding force for preload maintenance while allowing controlled displacement during adjustment. The friction parameter is tuned to balance installation simplicity with adjustment capability.

Inventive Principle:
Principle #35Parameter changes

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

Enables quick and precise adjustment of the bearing preload, reducing the complexity of assembly and ensuring a defined preload, while extending the service life through wear-resistant coatings and interference fits.

Implementation Method 1

the at least one axially adjustable flange is disposed with press-fit on or relative to the bearing ring and is configured displaceable on or relative to the bearing ring against a friction provided by the press-fit

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentUS10859119B2Bearing assembly with preload
Publication Date: 2020.12.08 AB SKF SKF PATENT DEPARTMENT
  • US10859119B2 patent drawing
  • US10859119B2 patent drawing
  • US10859119B2 patent drawing

AI summary

A preloaded bearing assembly includes two tapered roller bearings that each have an inner ring and an outer ring and rolling elements therebetween, wherein both bearings are preloadable with a predetermined preload force by relatively shifting the inner rings and/or the outer rings in an axial direction. Flanges are disposed on the inner rings and/or the outer rings and form an axial stop for the rolling elements, and at least one of the flanges is adjustable on or relative to the associated bearing ring in the axial direction. The axially adjustable flange is disposed with a predetermined press-fit on or relative to the bearing ring and is shiftable on or relative to the bearing ring against a frictional force provided by the predetermined press-fit, and the predetermined preload force is determined by a magnitude of the frictional force of the predetermined press-fit.