Transmission Bearing Preload Assembly Without Shim Adjustment

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Solution Overview

Problem

Existing transmission devices with rolling bearings face challenges in reducing noise and vibration due to manufacturing tolerances and thermal expansion, requiring complex shim-based preload systems that are cumbersome and prone to errors.

Innovation Solution

A method for manufacturing a transmission device that uses a preloading element to axially preload rolling bearings within the casing, eliminating the need for shims by applying a controlled force to achieve a predetermined preload value, thereby simplifying the process and enhancing stability.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Object-affected harmful factors

If shims of variable thickness are used to preload rolling bearings, then noise and vibration are reduced, but manufacturing complexity and operation time increase

Engineering Contradiction:
Improvenoise and vibrationVSAvoidmanufacturing complexity
Core Design Contradiction:
Object-affected harmful factorsVSDevice complexity

Solution Approach 1:

The invention extracts and eliminates the shim component from the bearing preload system. Instead of using shims of variable thickness to achieve preload, the patent applies preload directly through the casing structure during assembly, removing the need for separate shim components and their associated complexity.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The invention applies bearing preload as a preliminary action during the assembly process itself. The casing is designed to apply the predetermined axial force on the rolling bearings when the casing parts are attached together, eliminating the need for subsequent shim installation and adjustment operations.

Inventive Principle:
Principle #10Preliminary action

2Object-affected harmful factors

If shims of variable thickness are used to preload rolling bearings, then noise and vibration are reduced, but the risk of noncompliance increases

Engineering Contradiction:
Improvenoise and vibrationVSAvoidcompliance reliability
Core Design Contradiction:
Object-affected harmful factorsVSReliability

Solution Approach 1:

The invention changes the approach from using variable thickness parameters of multiple shim components to a single predetermined axial force parameter applied by the casing structure. This standardizes the preload parameter and eliminates variability issues associated with selecting the correct shim thickness.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

By removing the shim component entirely, the invention eliminates the source of compliance errors related to shim selection, installation, and thickness verification. The preload is applied directly through the casing attachment process, ensuring consistent and reliable results.

Inventive Principle:
Principle #2Taking out (Extraction)

3Manufacturing precision

If shims are used to mount shafts without axial play, then positioning precision is improved, but manufacturing time increases

Engineering Contradiction:
Improvepositioning precisionVSAvoidmanufacturing time
Core Design Contradiction:
Manufacturing precisionVSLoss of time

Solution Approach 1:

The casing is designed to apply the predetermined axial force on the rolling bearings as a preliminary action during the assembly process. This eliminates the need for subsequent shim installation and adjustment operations, reducing manufacturing time while maintaining positioning precision.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The invention merges the bearing preload function with the casing structure itself. The casing parts, when attached together, simultaneously provide structural support and apply the necessary preload to the bearings, eliminating the need for separate shim components and operations.

Inventive Principle:
Principle #5Merging (Combining)

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 method effectively limits noise and vibration by ensuring consistent axial preload on rolling bearings, improving the operational stability of the transmission device without the complexity of shim-based systems.

Implementation Method 1

applying a force to the preloading element so as to continue the axial movement of the preloading element with respect to the first part of the casing in the first direction until the applied force reaches a set value and the preloading element reaches a preloading position corresponding to said set value and in which a predetermined axial preloading force is applied by the preloading element and the axial bearing surface of the casing to the first bearing and the second bearing

Methodology Applied
Scientific EffectAxial preload: Mechanical Force

Data Source

PatentUS20240418253A1Method for manufacturing a transmission device comprising a rotary part rotatably guided inside a casing
Publication Date: 2024.12.19 VALEO EMBRAYAGES SAS
  • US20240418253A1 patent drawing
  • US20240418253A1 patent drawing
  • US20240418253A1 patent drawing

AI summary

A method for manufacturing a transmission device that includes a casing, and a rotary part rotatably guided inside the casing by means of a first bearing and a second bearing. The method includes axially moving a preloading element in a first recess until it bears axially against the first bearing in the first direction, and then applying a force to the preloading element until the applied force reaches a set value and the preloading element reaches a preloading position in which a predetermined axial preloading force is applied by the preloading element and the axial bearing surface of the casing to the first bearing and the second bearing, respectively. The preloading element is attached to the casing in in the preloading position.