Bearing Preload Adjustment Tool for Truck Axle Lock Nut Alignment

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Solution Overview

Problem

Existing methods for preloading antifriction bearings in drive trains, such as truck axle bearings, face challenges in achieving accurate and repeatable preload settings due to difficulties in accessing and rotating lock nuts, especially when surrounded by hub assemblies, leading to inconsistent and unreliable bearing adjustments.

Innovation Solution

A preload adjustment tool with a measurement gauge and aligning projection is used to mount on a threaded axle or spindle, allowing for precise adjustment of bearing preload by rotating the wheel to set the bearing assembly, then tightening the lock nut until it cannot be further tightened, and loosening it to a specific mark to achieve a desired preload range, ensuring accurate alignment and engagement of lock nut teeth.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If traditional torque application methods are used to preload bearings, then the process is simple, but the preload settings are inaccurate and inconsistent

Engineering Contradiction:
Improvepreload accuracyVSAvoidadjustment tool complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent replaces traditional mechanical torque application methods with a controlled mechanical system that uses a press mechanism to apply precise axial loads to the bearing assembly. This substitution enables accurate preload settings by controlling the mechanical compression force rather than relying on operator-applied torque, directly resolving the contradiction between simplicity and precision.

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

Solution Approach 2:

The patent introduces a preload adjustment tool as an intermediary device between the operator and the bearing assembly. This tool includes measurement gauges and alignment features that mediate the preload adjustment process, providing precise control and measurement while simplifying the operator's task. The intermediary tool resolves the contradiction by encapsulating complexity within the tool itself while maintaining ease of operation.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Ease of operation

If lock nuts are surrounded by hub assemblies, then the assembly is compact, but accessing and rotating the lock nuts becomes difficult

Engineering Contradiction:
Improvelock nut accessibilityVSAvoidassembly configuration
Core Design Contradiction:
Ease of operationVSShape

Solution Approach 1:

The patent segments the adjustment process into distinct phases: first applying preload with the press mechanism, then separately aligning and securing the lock nut. This segmentation allows the lock nut to be accessed and operated independently from the surrounding hub assembly constraints, resolving the accessibility issue while maintaining the compact assembly configuration.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent performs preliminary actions by first setting the bearing preload using the press mechanism before attempting to secure the lock nut. This preliminary preload application positions the components in a favorable state for subsequent lock nut alignment and securing, making the locked nut accessible and rotatable even within the constrained hub assembly configuration.

Inventive Principle:
Principle #10Preliminary action

3Reliability

If bearing preload adjustment is performed without precise measurement, then the process is quick, but the bearing life is reduced due to inconsistent preload

Engineering Contradiction:
Improvebearing lifeVSAvoidadjustment time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent incorporates measurement gauges that provide real-time feedback on the preload applied to the bearing assembly. This feedback mechanism allows operators to verify that the correct preload has been achieved, ensuring consistent and reliable bearing life. The feedback system resolves the contradiction by enabling quick verification of proper preload without requiring time-consuming trial and error adjustments.

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS10151343B2Systems and methods for preloading a bearing and aligning a lock nut
Publication Date: 2018.12.11 TEMPER AXLE PRODUCTS CORP
  • US10151343B2 patent drawing
  • US10151343B2 patent drawing
  • US10151343B2 patent drawing

AI summary

A method of adjusting preload on a bearing assembly of a wheel mounted on an axle or spindle with a lock nut includes mounting a preload adjustment tool onto a threaded axle or spindle. The load on the bearing assembly is increased using the tool. The wheel on the axle or spindle is rotated to set the bearing assembly. The load on the bearing assembly is decreased to a desired maximum preload on the bearing. After decreasing the load on the bearing assembly to a desired maximum preload, the lock nut is tightened by hand until the lock nut cannot be further tightened. The lock nut is loosened by rotating the lock nut to a preferred location where a guide mark on the tool aligns with one mark on the lock nut located closest to the guide mark wherein a resultant preload on the bearing assembly is within a preset range from the desired maximum preload.