Assembly Guide for Sleeved Planetary Carrier Alignment

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Solution Overview

Problem

Planetary gear trains face issues with surface wear and misalignment during assembly, leading to inefficiencies and increased maintenance costs due to the lack of precise alignment methods and the need for rework.

Innovation Solution

A carrier subassembly with a sleeve and an assembly guide is introduced, where the sleeve has a cylindrical tube with a bore that aligns with the carrier member's bore, and the assembly guide features a lead-in and alignment feature to ensure precise alignment and assembly of the axle, reducing misalignment and assembly time.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Manufacturing precision

If traditional assembly methods are used without alignment guides, then the assembly process is simpler, but misalignment occurs causing axles to hang up or jam in crooked manner

Engineering Contradiction:
Improvealignment precisionVSAvoidassembly process complexity
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

An alignment guide is introduced as an intermediary tool between the axle and carrier during assembly. The guide features a bore that aligns with the carrier bore and lead-in surfaces that guide the axle into proper alignment, preventing misalignment and hanging up issues while maintaining a relatively simple overall system.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The alignment guide is positioned and secured to the carrier before the axle is inserted. This preliminary positioning establishes the correct alignment path in advance, ensuring the axle follows the proper trajectory during insertion and preventing crooked insertion or hanging up.

Inventive Principle:
Principle #10Preliminary action

2Manufacturing precision

If precision machined surfaces are used in carrier bores, then assembly precision is improved, but surface wear occurs over time requiring maintenance

Engineering Contradiction:
Improvebore surface precisionVSAvoidsurface durability
Core Design Contradiction:
Manufacturing precisionVSReliability

Solution Approach 1:

The alignment and support function is segmented from the carrier bore surface and transferred to a separate alignment guide component. This allows the carrier bore to maintain its precision without bearing the full wear load, as the guide bore absorbs the wear during repeated assemblies.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The alignment guide acts as an intermediary between the carrier bore and the axle. It provides the precision alignment surface that the axle contacts, protecting the carrier bore's precision surface from direct wear contact during assembly operations.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Productivity

If visual alignment method is used during assembly, then no additional alignment features are needed, but alignment time increases and productivity decreases

Engineering Contradiction:
Improveassembly speedVSAvoidalignment feature complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The alignment guide serves as a physical intermediary that provides tactile and visual cues for proper alignment. The lead-in surfaces and guide bore geometry automatically guide the axle into correct positioning, eliminating the need for operator visual alignment judgments and significantly reducing alignment time.

Inventive Principle:
Principle #24Intermediary (Mediator)

Data Source

PatentUS10054216B2Assembly guide for sleeved planetary carriers
Publication Date: 2018.08.21 CATERPILLAR INC
  • US10054216B2 patent drawing
  • US10054216B2 patent drawing
  • US10054216B2 patent drawing

AI summary

A method for assembling a carrier subassembly for use with a planetary gear train comprises inserting a gear so that the bore of the gear surrounds the bore of the carrier member, and aligning an assembly guide having a bore by engaging a portion of the assembly guide with an alignment feature of the carrier subassembly such that the bore of the assembly guide is aligned with the bore of the carrier member.