Fluid-Press Bearing Preload Control for Repeatable Axial Deflection

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Solution Overview

Problem

Existing methods for preloading antifriction bearings, such as those in truck axle assemblies, face challenges in achieving accurate and repeatable preload settings under in-field conditions due to cumbersome assembly procedures and resistive drag torque from inner seals, making it difficult to maintain the optimal axial compressive deflection for bearing longevity.

Innovation Solution

A system comprising a press mechanism with a fluid source and proximity sensors that applies a compressive load to the bearing, allowing for precise control and monitoring of the preload, using a piston that extends or retracts based on fluid pressure changes, ensuring the desired preload is achieved and maintained.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If traditional manual methods are used to preload bearings, then the assembly procedure is simple, but the preload accuracy and repeatability deteriorate due to cumbersome procedures and resistive drag torque

Engineering Contradiction:
Improvepreload accuracyVSAvoidassembly procedure complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent replaces manual mechanical torque application with an automated press mechanism that uses fluid pressure to apply precise axial compressive loads to the bearing. This substitution eliminates the variability and inaccuracy of manual methods while providing repeatable preload settings through controlled fluid pressure application.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The patent incorporates sensors that monitor the axial compressive deflection of the bearing during the preload process. This feedback mechanism allows the system to detect when the optimal preload is achieved and maintain it consistently, resolving the accuracy issue while the automated control system manages the complexity.

Inventive Principle:
Principle #23Feedback

2Duration of action of stationary object

If manual torque application is used, then the equipment is simple, but the bearing longevity deteriorates due to inability to maintain optimal axial compressive deflection

Engineering Contradiction:
Improvebearing longevityVSAvoidpreload setting precision
Core Design Contradiction:
Duration of action of stationary objectVSManufacturing precision

Solution Approach 1:

The automated press mechanism with fluid pressure control replaces imprecise manual torque application, enabling precise control of axial compressive deflection. This ensures the bearing is preloaded to the optimal level consistently, maximizing its service life while achieving the required manufacturing precision.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The sensor system continuously monitors the bearing's axial compressive deflection and provides feedback to the control system. This closed-loop control ensures that the optimal preload is achieved and maintained, directly impacting bearing longevity while demonstrating the precision capability of the system.

Inventive Principle:
Principle #23Feedback

3Reliability

If traditional assembly methods are used, then the process is quick, but the repeatability of preload settings deteriorates due to resistive drag torque from inner seals

Engineering Contradiction:
Improvepreload setting repeatabilityVSAvoidassembly time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The automated press mechanism eliminates the variability introduced by manual operations and resistive drag torque from inner seals. By using fluid pressure to apply axial load directly, the system achieves repeatable preload settings without the inconsistencies of manual torque application, while the automated process maintains efficiency.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The sensor system detects the actual axial compressive deflection achieved during assembly and provides feedback to ensure repeatability. This closed-loop control compensates for resistive forces from inner seals and other variables, ensuring consistent preload settings across multiple assemblies without significantly increasing time loss.

Inventive Principle:
Principle #23Feedback

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

This solution enables accurate and repeatable preload adjustments for bearings, enhancing their longevity by ensuring the optimal axial compressive deflection is consistently maintained, even in challenging assembly environments.

Implementation Method 1

a press mechanism with a fluid source and proximity sensors that applies a compressive load to the bearing, allowing for precise control and monitoring of the preload, using a piston that extends or retracts based on fluid pressure changes

Methodology Applied
Scientific EffectFluid pressure: Pressure Increase

Data Source

PatentUS11247319B2Systems and methods for preloading a bearing
Publication Date: 2022.02.15 TEMPER AXLE PRODUCTS CORP
  • US11247319B2 patent drawing
  • US11247319B2 patent drawing
  • US11247319B2 patent drawing

AI summary

A system for providing a load on a bearing mounted to a shaft includes an attaching member releasably connectable to the shaft and a press mechanism in fluid communication with a source of fluid and configured to provide a compressive load to the bearing. The press mechanism includes a switch having a base and a piston in communication with the fluid such that an increase in a pressure of the fluid results in the piston extending upwardly from the base and a decrease in the pressure of the fluid results in the piston retracting toward the base. The switch includes a lower proximity sensor and a higher proximity sensor. The piston is configured to extend upwardly from the base past the lower proximity sensor and to trip the higher proximity sensor. The switch is configured to control the increase in the pressure in response to the piston tripping the higher proximity sensor.