Bearing Race Compensation Ring for Thermal Fit Retention

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Solution Overview

Problem

Rolling element bearings with dissimilar materials for housing and outer bearing race face challenges in maintaining a consistent force due to differing coefficients of linear thermal expansion, leading to potential misalignment or fracture at varying temperatures.

Innovation Solution

An assembly featuring a housing, an outer bearing race, and an annular compensation member, where the compensation member is fixedly coupled to the housing and has a coefficient of linear thermal expansion that bridges the thermal expansion differences between the housing and the outer bearing race, ensuring secure engagement through a combination of fits that adapt with temperature changes.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Weight of moving object

If the housing and outer bearing race are formed of dissimilar materials (e.g., aluminum alloy housing and steel outer bearing race), then the assembly can achieve weight reduction and material optimization, but the force exerted between the housing and outer bearing race changes significantly with temperature, leading to potential rotation at high temperatures or fracture at low temperatures

Engineering Contradiction:
Improvehousing weightVSAvoidbearing retention reliability
Core Design Contradiction:
Weight of moving objectVSReliability

Solution Approach 1:

A transition ring made of aluminum alloy is introduced as an intermediary component between the aluminum housing and steel outer bearing race. This transition ring has a first engagement surface with the housing and a second engagement surface with the outer bearing race, serving as a mediator that accommodates the thermal expansion difference between the two dissimilar materials and maintains reliable bearing retention across temperature ranges

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The design utilizes differential thermal expansion parameters by selecting materials with different coefficients of thermal expansion (aluminum housing with higher expansion, steel bearing race with lower expansion, and aluminum transition ring). The engagement surfaces are designed with specific clearance and interference fit parameters that change predictably with temperature, ensuring retention across the operating temperature range

Inventive Principle:
Principle #35Parameter changes

2Reliability

If the housing and outer bearing race are formed of similar materials, then the force between them remains stable across temperature changes, but the assembly loses the benefits of material optimization and weight reduction

Engineering Contradiction:
Improvebearing retention reliabilityVSAvoidhousing weight
Core Design Contradiction:
ReliabilityVSWeight of moving object

Solution Approach 1:

The assembly employs a composite structure combining aluminum alloy (housing and transition ring) and steel (outer bearing race). This composite approach allows each component to be made from its optimal material - lightweight aluminum for the housing and high-strength steel for the bearing race - while the transition ring ensures reliable retention across temperature ranges

Inventive Principle:
Principle #40Composite materials

3Reliability

If the outer bearing race is press-fit to the housing at room temperature, then the bearing is securely retained at operating temperature, but the force increases excessively at low temperatures, potentially causing fracture

Engineering Contradiction:
Improvebearing retention at operating temperatureVSAvoidhousing and bearing race strength
Core Design Contradiction:
ReliabilityVSStrength

Solution Approach 1:

The transition ring creates different local engagement conditions: the first engagement surface with the housing is designed with specific interference fit characteristics, while the second engagement surface with the outer bearing race has different clearance and interference parameters. This local differentiation allows the assembly to accommodate thermal expansion differences and prevent excessive force concentration at any single interface

Inventive Principle:
Principle #3Local quality

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

The assembly effectively maintains a stable force between the housing and the outer bearing race across a range of temperatures, preventing axial and rotational movement by adjusting the fit between the compensation member and the outer bearing race, thus ensuring reliable operation.

Implementation Method 1

The annular compensation member is formed of a third material having a third coefficient of linear thermal expansion... when the temperature of the assembly increases from room temperature due to the fact that the coefficient of linear thermal expansion of aluminum is approximately twice that of steel

Methodology Applied
Scientific EffectThermal expansion: Thermal Expansion

Data Source

PatentUS11028875B1Assembly with a housing and an outer bearing race that are formed of dissimilar metals, the assembly being configured to retain the outer bearing race to the housing over a range of temperatures
Publication Date: 2021.06.08 AMERICAN AXLE & MANUFACTURING INC
  • US11028875B1 patent drawing
  • US11028875B1 patent drawing
  • US11028875B1 patent drawing

AI summary

An assembly with a housing, a bearing, which is received in a bearing bore formed in the housing, and an annular compensation member. The housing and the compensation member are formed of materials having a larger coefficient of linear thermal expansion than a material from which the outer bearing race is formed. The compensation member is fixedly coupled to the housing and mounted about an outer bearing race of the bearing. The compensation member is configured to grow in a radial direction into contact with an inside circumferential surface of the outer bearing race when a temperature of the assembly increases from a first predetermined temperature to a second predetermined temperature.