Multiple Guidance Bearing Cage for Rolling Element Retention

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Solution Overview

Problem

Existing bearing cages do not effectively manage the movement and retention of rolling elements under mixed friction or dry friction conditions, particularly when inner and outer rings rotate in different directions, leading to potential cage ejection and instability.

Innovation Solution

A multiple guidance cage with partial spherical cutouts and radial bumps on segments, designed to receive rolling elements, limits axial and radial movement by matching the profile of the outer ball race, ensuring secure retention and alignment.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a conventional bearing cage is used, then the structure is simple, but the cage cannot effectively manage rolling element movement under mixed friction or dry friction conditions, leading to cage ejection and instability

Engineering Contradiction:
Improvecage retention stabilityVSAvoidcage structure complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The cage is divided into multiple segments with distinct functional features: spherical cutouts for rolling element retention, radial bumps for axial positioning, and guidance surfaces for directional control. This segmentation allows each part to perform its specific function effectively, preventing cage ejection while managing the overall complexity through modular design

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

Spherical cutouts are provided in the cage segments to match the curvature of rolling elements (balls). This curved geometry enables effective retention of rolling elements under mixed friction or dry friction conditions by providing conformal contact surfaces that maintain stability during operation

Inventive Principle:
Principle #14Spheroidality (Curvature)

2Reliability

If the cage structure is simplified, then manufacturing is easier, but the cage cannot prevent axial and radial movement of rolling elements under differing ring rotations

Engineering Contradiction:
Improverolling element retentionVSAvoidcage manufacturing complexity
Core Design Contradiction:
ReliabilityVSEase of manufacture

Solution Approach 1:

Different regions of the cage are designed with different geometries to perform specific functions: spherical cutouts for radial retention, radial bumps for axial positioning, and guidance surfaces for directional control. This localized functionality ensures effective rolling element retention under varying rotation conditions while maintaining manufacturability through standard forming operations

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The cage structure pre-establishes retention mechanisms through its geometric features (spherical cutouts, radial bumps, guidance surfaces) that are formed during manufacturing. These features are built-in advance to prevent axial and radial movement of rolling elements before operation begins, eliminating the need for additional retention mechanisms

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS12497998B2Multiple guidance cage for a bearing
Publication Date: 2025.12.16 SCHAEFFLER TECHNOLOGIES AG & CO KG
  • US12497998B2 patent drawing
  • US12497998B2 patent drawing
  • US12497998B2 patent drawing

AI summary

A multiple guidance cage for a bearing includes an axis, and a cylindrical ring extending around the axis. The cylindrical ring includes a plurality of partial spherical cutouts distributed circumferentially about the cylindrical ring, and a plurality of segments. Each one of the plurality of segments is disposed between a pair of the plurality of partial spherical cutouts. Each of the plurality of partial spherical cutouts is arranged for receiving a rolling element, and each one of the plurality of segments includes a distal end with a radial bump. In an example embodiment, each one of the plurality of segments is axially recessed between the pair of the plurality of partial spherical cutouts.