Self-Aligning Bearing Outer Ring Shoulder Design

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Solution Overview

Problem

Aligning a bearing outer ring within a housing bore is challenging due to misalignment issues caused by chamfers, which can lead to offset forces and improper fitting, as existing solutions do not effectively ensure coaxial alignment.

Innovation Solution

A bearing and housing assembly featuring a substantially cylindrical outer surface with a shoulder proximate each axial end, which serves as a self-aligning feature, comprising a first and second chamfer to facilitate coaxial alignment by allowing gradual engagement and reducing diametrical interference for precise fitting.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If a chamfer is created on the axial end of the bearing to facilitate installation, then the ease of operation is improved, but the alignment precision deteriorates causing misalignment between the bearing axis and bore axis

Engineering Contradiction:
Improveease of installationVSAvoidalignment precision
Core Design Contradiction:
Ease of operationVSManufacturing precision

Solution Approach 1:

The axial end surface is segmented into multiple functional zones: a first chamfer (45°) for initial contact and alignment, a second chamfer (15°-30°) for gradual engagement, and a third chamfer for final seating. This segmentation allows each zone to perform a specific function in the installation sequence, improving both ease of installation and alignment precision compared to a single chamfer design.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The first chamfer is designed to make initial contact with the bore surface during installation, preliminarily establishing the correct axial position and angular orientation of the bearing. This preliminary action guides the subsequent engagement of the second and third chamfers, ensuring proper alignment is achieved before the full press-fit force is applied.

Inventive Principle:
Principle #10Preliminary action

2Reliability

If the outside diameter of the outer ring is made slightly larger than the bore inner diameter to ensure the bearing remains in place, then the reliability is improved, but the device complexity increases due to difficulty in aligning for press fitting

Engineering Contradiction:
Improvebearing retentionVSAvoidalignment complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The press-fit interface is segmented into multiple chamfered zones that guide the bearing through a controlled installation sequence. The first chamfer (45°) provides initial alignment, the second chamfer (15°-30°) provides gradual engagement, and the third chamfer ensures proper seating. This segmentation transforms a complex alignment problem into a straightforward sequential process, maintaining reliability while reducing installation complexity.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The chamfered surfaces create curved transition zones that guide the bearing into proper alignment during installation. The angled surfaces provide a mechanical guidance system that naturally steers the bearing toward coaxial alignment with the bore, eliminating the need for complex alignment tools or procedures.

Inventive Principle:
Principle #14Spheroidality (Curvature)

3Ease of operation

If misalignment occurs at an angle during installation, then the ease of operation is improved as force can be applied in any direction, but the manufacturing precision deteriorates causing offset force and improper fitting

Engineering Contradiction:
Improveflexibility in force applicationVSAvoidforce alignment
Core Design Contradiction:
Ease of operationVSManufacturing precision

Solution Approach 1:

The multi-chamfer design segments the force application process into distinct phases: the first chamfer accepts force from various directions and converts it to axial alignment, the second chamfer gradually engages to maintain alignment, and the third chamfer ensures proper final seating. This segmentation allows flexible force application while maintaining precision through the geometric guidance of each chamfer zone.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The chamfered surfaces convert potentially harmful misalignment and off-axis forces into beneficial alignment actions. When force is applied at an angle, the chamfer geometry redirects the force vector to promote coaxial alignment rather than causing damage, transforming installation errors into self-correcting alignment mechanisms.

Inventive Principle:
Principle #22Blessing in disguise (Convert harm into benefit)

Data Source

PatentEP2977627B1Self aligning mounting feature of a bearing outer race
Publication Date: 2020.04.08 SCHAUBLIN
  • EP2977627B1 patent drawingFigure 1
  • EP2977627B1 patent drawingFigure 2
  • EP2977627B1 patent drawingFigure 3

AI summary

A bearing (10) and housing (20) assembly includes a housing (20) and an outer ring (12). The housing (20) has an interior surface (34) that defines a bore (26) extending therethrough. The outer ring (12) has a substantially cylindrical outer surface (14) that has a shoulder (16) proximate an end thereof. The shoulder (16) defines a self aligning mounting feature (28). The self aligning mounting feature (28) guides the outer ring (12) in the bore (26) during mounting prodedure.