Tapered Roller Bearing Cage Stopper for Low-Strain Assembly

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Solution Overview

Problem

The assembly process of tapered roller bearings often results in excessive strain and potential deformation or cracking of the cage due to the large forces required for the small-diameter portion of the tapered rollers to ride over the inner ring's rib, leading to whitening or plastic deformation.

Innovation Solution

The inner ring unit and tapered roller bearing design incorporates a cage with a stopper portion that allows the axial intermediate portion of the tapered roller to contact, reducing the required displacement and force needed for the small-diameter portion to ride over the rib, thereby minimizing cage deformation and stress concentration.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If the small-diameter portion of the tapered roller is pressed against the cage to ride over the inner ring rib during assembly, then the tapered roller can be positioned on the inner ring raceway surface, but the cage experiences excessive strain and may be deformed or cracked

Engineering Contradiction:
Improveassembly processVSAvoidcage strength
Core Design Contradiction:
Ease of operationVSStrength

Solution Approach 1:

The stopper portion acts as an intermediary element between the tapered roller and the cage. It provides a contact point that redirects the assembly force, preventing direct transmission of excessive axial load to the cage structure. The stopper portion mediates the interaction by converting the radial displacement requirement into a controlled contact interaction.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The stopper portion is pre-positioned on the cage bar before assembly occurs. This preliminary placement creates a predetermined contact point that guides the tapered roller's small-diameter portion during the assembly process, ensuring that the roller rides over the inner ring rib without applying excessive force to the cage.

Inventive Principle:
Principle #10Preliminary action

2Manufacturing precision

If a large axial force is applied to press the inner ring against the cage during assembly, then the tapered roller can be positioned on the inner ring raceway surface, but the cage may be whitened or plastically deformed

Engineering Contradiction:
Improvepositioning precisionVSAvoidcage deformation
Core Design Contradiction:
Manufacturing precisionVSObject-affected harmful factors

Solution Approach 1:

The stopper portion serves as a mediator that transforms the assembly mechanism from direct axial pressing to a controlled interaction where the tapered roller's axial intermediate portion contacts the stopper. This intermediary contact point enables positioning precision while distributing forces away from the cage structure, preventing whitening and plastic deformation.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Ease of operation

If the tapered roller is constrained by the stopper portion during assembly, then the displacement required for the small-diameter portion to ride over the rib is reduced, but the stopper portion must be precisely positioned on the cage bar

Engineering Contradiction:
Improveassembly easeVSAvoidstopper portion positioning
Core Design Contradiction:
Ease of operationVSManufacturing precision

Solution Approach 1:

The stopper portion is pre-formed and pre-positioned on the cage bar during cage manufacturing. This preliminary action ensures that the stopper is already in the correct location before assembly begins, reducing the displacement requirement for roller positioning while managing the precision requirement through upfront manufacturing rather than during assembly.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The stopper portion is designed to automatically engage with the tapered roller's axial intermediate portion during the assembly process. The geometry of the stopper and the roller's intermediate portion are configured to work together, where the roller's own movement during assembly causes it to naturally contact and engage with the pre-positioned stopper, reducing the need for precise external positioning operations.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS11143240B2Inner ring unit and tapered roller bearing
Publication Date: 2021.10.12 JTEKT CORP
  • US11143240B2 patent drawing
  • US11143240B2 patent drawing
  • US11143240B2 patent drawing

AI summary

An inner ring unit includes an inner ring, a plurality of tapered rollers, and a cage having an annular shape. The cage includes a plurality of cage bars. The cage includes a stopper portion that is provided to protrude from an axial intermediate portion of the cage bar in the circumferential direction of the cage and configured to hinder the tapered rollers from falling off toward a radially outer side by bringing an axial intermediate portion on an outer peripheral surface of each tapered roller housed in a pocket into contact with the stopper portion. The axial intermediate portion on the outer peripheral surface of the tapered roller is a portion that is disposed on a one axial side and on the radially outer side of the tapered roller with respect to the center of gravity of the tapered roller.