Multi-Part Bearing Adjuster for Preload Locking Without Position Shift

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Solution Overview

Problem

Existing adjusting elements for spindles and shafts, such as nuts and threaded rings, face challenges in securing the bearing position without altering the preload or clearance, leading to issues like overloading, reduced rigidity, and uneven loading of bearings due to clamping forces affecting the previously set position.

Innovation Solution

A multi-part adjusting element comprising an annular base body, a locking ring, and clamping elements, where the anti-rotation lock between the locking ring and the shaft or housing is achieved through a form-fitting connection, and between the locking ring and the nut or threaded ring via a releasable non-positive connection, ensuring no deformation of the base body and maintaining the initial bearing adjustment.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If threaded pins are screwed into threaded bores to clamp the nut against rotation, then the anti-rotation lock is achieved, but the clamping forces cause relative movement between the nut and the spindle, altering the bearing position

Engineering Contradiction:
Improveanti-rotation lockVSAvoidbearing position
Core Design Contradiction:
ReliabilityVSManufacturing precision

Solution Approach 1:

The adjusting element is divided into two separate functional parts: a nut for bearing adjustment and a locking ring for anti-rotation locking. The locking ring is clamped to the spindle shaft with form-fitting connection, while the nut is clamped to the locking ring with releasable non-positive connection. This segmentation isolates the clamping forces to the locking ring-spindle interface, preventing force transmission to the bearing position.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The locking ring serves as an intermediary component between the adjustment nut and the spindle shaft. It receives the clamping forces from the threaded pins and transfers them to the spindle shaft through form-fitting connection, acting as a mediator that protects the bearing position from direct force transmission while still achieving reliable anti-rotation locking.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If threaded pins are tightened to secure the nut, then the anti-rotation lock is achieved, but the plane face of the nut becomes tilted relative to the shaft, causing uneven loading of the bearing

Engineering Contradiction:
Improveanti-rotation lockVSAvoidbearing load distribution
Core Design Contradiction:
ReliabilityVSStrength

Solution Approach 1:

By separating the adjustment function (nut) from the locking function (locking ring), the patent ensures that the locking ring's form-fitting connection to the spindle shaft provides stable rotational support without tilting. The nut remains parallel to the shaft end face, ensuring even bearing load distribution while the locking ring handles the anti-rotation clamping forces.

Inventive Principle:
Principle #1Segmentation

3Device complexity

If a single-part adjusting element is used, then the structure is simple, but it cannot be secured in any angular position without affecting the bearing preload or clearance

Engineering Contradiction:
ImprovestructureVSAvoidangular position flexibility
Core Design Contradiction:
Device complexityVSAdaptability or versatility

Solution Approach 1:

The patent divides the adjusting element into a nut and a locking ring that can be independently positioned. The locking ring can be rotated to any angular position and secured with clamping forces, while the nut maintains the bearing preload. This segmentation enables the system to be secured in any angular position without affecting the bearing preload or clearance.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The locking ring is designed with dynamic clamping capability, allowing it to be secured in any angular position through the threaded pins. This dynamic positioning capability is independent of the nut's axial position, enabling flexible angular adjustment while maintaining constant bearing preload.

Inventive Principle:
Principle #15Dynamics

4Reliability

If the adjusting element is secured with clamping forces, then the anti-rotation lock is achieved, but the previously set position of the nut relative to the shaft is influenced, altering the bearing clearance or preload

Engineering Contradiction:
Improveanti-rotation lockVSAvoidbearing clearance
Core Design Contradiction:
ReliabilityVSManufacturing precision

Solution Approach 1:

The patent segments the adjusting element into a nut for precision bearing adjustment and a locking ring for anti-rotation locking. The locking ring is clamped to the spindle shaft with form-fitting connection, isolating the clamping forces from the nut-bearing interface. This ensures the bearing clearance or preload set by the nut remains unchanged after securing the anti-rotation lock.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The locking ring acts as an intermediary that absorbs the clamping forces from the threaded pins and transfers them to the spindle shaft through form-fitting connection. This mediation prevents force transmission to the nut and bearing, preserving the precisely adjusted bearing clearance or preload while achieving reliable anti-rotation locking.

Inventive Principle:
Principle #24Intermediary (Mediator)

Data Source

PatentUS11193534B2Multi-part adjusting element
Publication Date: 2021.12.07 WTO VERMOGENSVERWALTUNG GMBH
  • US11193534B2 patent drawing
  • US11193534B2 patent drawing
  • US11193534B2 patent drawing

AI summary

A multi-part adjusting element is proposed, which makes possible a very precise adjustment of a shaft bearing.