Ball Screw Lubrication Apparatus with Helical Guide Track

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Solution Overview

Problem

Existing ball screw units in dust-free environments face issues with liquid lubricants granulating and requiring external power for grease application, leading to insufficient lubrication and increased maintenance costs, while solid lubricants like spacer balls wear down quickly and obstruct operation.

Innovation Solution

A lubrication apparatus with a guide member and enclosure that uses the flowing pressure of grease to automatically lubricate the ball screw unit, eliminating the need for external power and allowing for easy monitoring of lubricant levels, featuring a helical guide track and sealing elements to prevent leakage.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If liquid lubricant is used for lubrication, then lubrication effectiveness is improved, but the lubricant granulates and becomes inapplicable to dust-free environments

Engineering Contradiction:
Improvelubrication effectivenessVSAvoidgranulation in dust-free environment
Core Design Contradiction:
ReliabilityVSObject-affected harmful factors

Solution Approach 1:

The patent changes the physical state of the lubricant from liquid to semi-solid grease, which eliminates granulation issues while maintaining lubrication effectiveness. The grease is contained in a reservoir and delivered through controlled pathways, ensuring it remains in a usable state throughout the dust-free environment.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent introduces a grease reservoir and delivery system as an intermediary between the lubricant source and the ball screw interface. This intermediary system controls the release and application of the grease, preventing direct exposure to the dust-free environment while ensuring effective lubrication at the contact points.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Object-affected harmful factors

If grease is used for lubrication in dust-free environments, then dust-free requirements are met, but external power is required to deliver the viscous grease

Engineering Contradiction:
Improvedust-free environment complianceVSAvoidexternal power requirement
Core Design Contradiction:
Object-affected harmful factorsVSUse of energy by moving object

Solution Approach 1:

The grease delivery system is designed to be self-actuating, using the relative motion between the ball screw and nut to automatically pump and deliver grease through the delivery pathways. The system leverages the existing mechanical motion to create the necessary pressure differential, eliminating the need for external power sources while maintaining continuous lubrication in the dust-free environment.

Inventive Principle:
Principle #25Self-service

3Reliability

If spacer balls are used as solid lubricant, then lubrication is provided, but the spacer balls wear down and become obstacles that clog operation

Engineering Contradiction:
Improvelubrication provisionVSAvoidoperational lifespan
Core Design Contradiction:
ReliabilityVSDuration of action of moving object

Solution Approach 1:

The grease delivery system is designed as a consumable component with a finite supply of grease. Once the grease is depleted, the entire delivery system can be easily replaced as a unit. This approach trades the complexity of monitoring and refilling individual lubricant reservoirs for a simple replaceable module, ensuring continuous operation without the clogging issues of solid lubricants.

Inventive Principle:
Principle #27Cheap short-living objects (Disposable)

4Reliability

If external power equipment is installed to deliver grease, then lubrication is achieved, but cost and space requirements increase

Engineering Contradiction:
Improvelubrication achievementVSAvoidequipment cost and space
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The grease delivery system utilizes the inherent mechanical motion of the ball screw and nut to automatically pump and distribute grease throughout the mechanism. The relative motion between these components creates pressure differentials that drive the grease through delivery pathways to contact points, completely eliminating the need for external motors, pumps, or control systems while maintaining reliable lubrication.

Inventive Principle:
Principle #25Self-service

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 self-sustaining lubrication within the ball screw unit, reducing wear and maintenance needs, and ensuring consistent lubrication without external power or dust contamination, suitable for mass production and use in dust-free environments.

Implementation Method 1

When the guide member is rotating along with the bolt, the grease stored in the guide track will flow ahead to the front terminal of the guide track and ooze out of the grease outlet to lubricate the bolt with a pressure produced by the inertia of the flowing fluid

Methodology Applied
Scientific EffectCentrifugal force: Centrifugal Force

Implementation Method 2

The first and second sealing elements are used to seal the two end surfaces of the guide member so as to prevent the lubricating grease from brimming out the lubrication apparatus

Methodology Applied
Scientific EffectSealing:

Data Source

PatentUS8051730B2Ball screw unit with lubrication apparatus
Publication Date: 2011.11.08 HIWIN TECH CORP
  • US8051730B2 patent drawing
  • US8051730B2 patent drawing
  • US8051730B2 patent drawing

AI summary

A lubrication apparatus is for a ball screw unit in which the grease state lubricant is used. There is formed a helical guide track in the lubrication apparatus. When the ball screw unit operates, a guide member rotates with the bolt, the grease stored in the guide track will flow ahead to the front terminal of the guide track and ooze out of the grease outlet to lubricate the bolt with the aid of a pressure produced due to the inertia of the flowing fluid, and the quantity of the oozed grease is determined by the size of the grease outlet. The lubrication of the ball screw unit can be performed automatically without relying on the external force.