Captive Screw With Spring-Biased Pin for Panel Retention

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Solution Overview

Problem

Captive screws face challenges in securely fastening panels where the opposite side of the screw assembly is difficult to secure, as existing solutions like lock washers and retainers may not effectively prevent the screw from loosening or falling out.

Innovation Solution

A captive screw design featuring a radial counter bore with a spring-biased pin that extends outward to prevent disengagement, combined with a holdout fork for anchoring the screw, ensuring secure fastening by preventing the screw from retracting through the panel.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If lock washers and retainers are used to prevent screw loosening, then the screw security is improved, but the device complexity increases

Engineering Contradiction:
Improvescrew securityVSAvoiddevice complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent combines the spring mechanism and pin into a single integrated component that is built into the screw assembly. The spring is positioned within the screw shaft and the pin extends through the spring, creating a unified structure that eliminates the need for separate lock washers and retainers while maintaining the security function

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The spring-biased pin mechanism serves multiple functions simultaneously: it prevents screw loosening through constant pressure, acts as a retaining mechanism, and provides a simple installation guide. This multi-functional design replaces multiple separate components (lock washer, retainer, etc.) with a single integrated system

Inventive Principle:
Principle #6Universality (Multi-functionality)

2Reliability

If a spring biased pin is used to prevent screw disengagement, then the reliability is improved, but the manufacturing complexity increases

Engineering Contradiction:
Improvescrew securityVSAvoidmanufacturing complexity
Core Design Contradiction:
ReliabilityVSEase of manufacture

Solution Approach 1:

The spring and pin are pre-assembled into the screw shaft during manufacturing, with the spring already positioned to bias the pin outward. This preliminary assembly simplifies the final installation process where the screw is simply inserted into the panel opening, as the locking mechanism is already prepared and requires no additional assembly steps on-site

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The pin is nested within the spring, and both are positioned within the screw shaft. The pin extends through the spring in a radial direction, creating a compact nested structure that maximizes functionality within the limited space of the screw assembly while simplifying the overall manufacturing process

Inventive Principle:
Principle #7Nested doll (Nesting)

3Reliability

If the pin extends outward to prevent disengagement, then the screw security is improved, but the ease of operation decreases

Engineering Contradiction:
Improvescrew securityVSAvoidease of installation
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The pin is designed to be dynamic rather than static - it can extend outward to prevent disengagement during normal operation, but can be pushed inward against the spring force during installation. This dynamic behavior allows the same component to provide both secure retention and easy installation, resolving the contradiction between security and ease of operation

Inventive Principle:
Principle #15Dynamics

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 solution effectively secures the screw in place by utilizing a spring-biased pin to lock the screw in position, preventing disengagement and allowing for easy installation and reuse of the holdout fork, enhancing the screw's holding capability.

Implementation Method 1

The spring may bear against a plug in the counter bore or the shank inner wall, and biases the pin outward such that it extends outside of the shank in the absence of a compressive force

Methodology Applied
Scientific EffectSpring biasing force: Spring

Data Source

PatentUS11015638B2Captive screw and method for installing same
Publication Date: 2021.05.25 FASTENER TECHNOLOGY CORP
  • US11015638B2 patent drawing
  • US11015638B2 patent drawing
  • US11015638B2 patent drawing

AI summary

A captive fastener and method of use is disclosed wherein the screw is comprised of a head and shank, and where the shank includes a radial counter bore that retains a spring biased pin. The spring may bear against a plug in the counter bore or the shank inner wall, and biases the pin outward such that it extends outside of the shank in the absence of a compressive force. The captive screw is inserted through a top panel by tilting the screw at the opening of the panel such that the pin is pushed inward into the channel formed by the counter bore (against the force of the spring). Once the pin is recessed in the screw, the screw is passed through the panel opening until the shank emerges on the other side. Once the shank pushes through the panel, the pin will emerge under the biasing of the spring to extend outward of the shank in the radial direction. The pin thus prevents the screw from disengaging with the panel. A holdout fork is applied to the shank to anchor the screw at the retracted position, which keeps the screw up right against the surface of the panel.