Ball Screw Preload Structure for Easy Assembly and Smooth Movement

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Solution Overview

Problem

Conventional ball screw devices face difficulties in easily and quickly assembling and engaging ball bearing elements into the ball nut and ensuring smooth movement through the endless ball guiding passage.

Innovation Solution

A ball screw device with a preload structure featuring a nut member with a helical groove, a sleeve with an inner protrusion, and a tubular member with an outer depression, allowing for stable anchoring and smooth movement of bearing elements through the endless guiding passage.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If conventional ball screw devices are used, then the structure is simple, but the ball bearing elements cannot be easily and quickly assembled and engaged into the ball nut

Engineering Contradiction:
ImproveAssembly easeVSAvoidStructure complexity
Core Design Contradiction:
Ease of manufactureVSDevice complexity

Solution Approach 1:

The device is divided into distinct segments: a ball nut with an open end for easy loading, a sleeve component with curved side surfaces, and a tubular member with bearing elements. This segmentation allows the bearing elements to be easily engaged into the ball nut through the open end, while the sleeve and tubular member are assembled separately and then combined, simplifying the overall assembly process despite adding structural components.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The sleeve is inserted into the tubular member, and the bearing elements are nested between the curved side surfaces of the sleeve and the outer peripheral depression of the tubular member. This nested arrangement allows compact packaging of multiple components while maintaining easy access for assembly and disassembly of the bearing elements through the open end of the ball nut.

Inventive Principle:
Principle #7Nested doll (Nesting)

2Ease of operation

If conventional ball screw devices are used, then the structure is simple, but the ball bearing elements cannot smoothly move through the endless ball guiding passage

Engineering Contradiction:
ImproveMovement smoothnessVSAvoidStructure complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The sleeve includes curved side surfaces (first and second curved side surfaces) that provide smooth, rounded surfaces for the bearing elements to move against. These curved surfaces reduce friction and guide the bearing elements smoothly through the endless ball guiding passage formed between the ball nut and ball screw, eliminating rough edges and sharp corners that would impede smooth movement.

Inventive Principle:
Principle #14Spheroidality (Curvature)

3Reliability

If the ball nut is assembled without a preload structure, then the assembly is simple, but the ball bearing elements cannot be stably anchored and retained

Engineering Contradiction:
ImproveAnchoring stabilityVSAvoidStructure complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The sleeve provides localized anchoring features with its curved side surfaces that contact and retain the bearing elements at specific locations within the endless ball guiding passage. The inner peripheral protrusion of the sleeve creates localized engagement points that stabilize the bearing elements, while the rest of the structure remains relatively simple, maintaining overall structural efficiency.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The sleeve acts as an intermediary component between the ball nut and the bearing elements. It mediates the interaction by providing the curved side surfaces that guide and retain the bearing elements, and by being inserted into the tubular member, it creates a stable anchoring system without requiring complex direct engagement features between the ball nut and bearing elements.

Inventive Principle:
Principle #24Intermediary (Mediator)

Data Source

PatentUS8789436B2Ball screw device having preload structure
Publication Date: 2014.07.29 HIWIN TECH CORP
  • US8789436B2 patent drawing
  • US8789436B2 patent drawing
  • US8789436B2 patent drawing

AI summary

A ball screw device includes a screw engaged into a nut member for forming an endless ball guiding passage and for receiving bearing members, the nut member includes a thickness reduced barrel for forming a peripheral surface in the nut member, a tubular member is engaged onto the barrel of the nut member, a number of bearing elements are engaged onto the nut member and the tubular member, a sleeve is engaged onto the nut member and includes an inner peripheral protrusion having two curved side surfaces for engaging with the bearing elements and for solidly and stably anchoring and retaining the bearing elements between the sleeve and the tubular member and the nut member.