Driven Pulley Spindle Bearing Layout for Low Axial Runout

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Solution Overview

Problem

Existing belt-driven pulley systems face challenges with high axial runout due to overhanging components like fan clutches, which cause imbalance and structural stress, especially in heavy-duty applications, where precise mounting is required to minimize wobble and ensure proper lubrication, often leading to costly machining and increased reject rates.

Innovation Solution

The use of multiple sets of bearings with radial clearance on a spindle shaft, including at least one set of double-row bearings, with a sleeve providing a minimum 0.005 mm diametral clearance, allows for precise assembly and clamping to achieve low axial runout without press fitting, which reduces distortion and assembly variations, enabling direct mounting of overhanging components like fan clutches.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If press fitting is used to assemble bearings to the shaft, then assembly is simplified, but distortion of the mounting surface occurs which increases axial runout

Engineering Contradiction:
Improveassembly simplicityVSAvoidaxial runout
Core Design Contradiction:
Ease of manufactureVSManufacturing precision

Solution Approach 1:

The assembly is divided into separate components: the shaft with precision-machined mounting face, the bearing assemblies with interference fits to the shaft, and the pulley mounted separately. This segmentation allows the mounting face to be precision-machined before bearing assembly, avoiding distortion from press-fitting the pulley, while still enabling simplified assembly through pre-assembled bearing units.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The bearing assemblies are pre-assembled to the shaft with interference fits before the final pulley mounting. The mounting face is precision-machined in advance before bearing assembly. This preliminary action ensures the mounting face is precisely formed before any press-fitting operations that could cause distortion, while still maintaining ease of final assembly.

Inventive Principle:
Principle #10Preliminary action

2Manufacturing precision

If the distance between bearing raceways is increased to reduce axial runout, then precision of rotation axis improves, but bearing size and complexity increase

Engineering Contradiction:
Improveaxial runoutVSAvoidbearing span
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

Instead of increasing the axial distance between bearings along the rotation axis, the patent uses multiple bearing assemblies positioned at different radial locations on the shaft. This dimensional change allows precision control of the rotation axis through radial bearing arrangement rather than axial spacing, avoiding the complexity of very long bearing spans.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

Solution Approach 2:

Multiple bearing assemblies are combined on a single shaft with precision-machined mounting faces. This merging of multiple bearing units at optimized locations achieves the precision of a long-span bearing system while maintaining compact overall dimensions and avoiding the complexity of oversized individual bearings.

Inventive Principle:
Principle #5Merging (Combining)

3Manufacturing precision

If machining is performed after assembly to reduce axial runout, then precision improves, but contamination risk and cost increase

Engineering Contradiction:
Improveaxial runoutVSAvoidcontamination
Core Design Contradiction:
Manufacturing precisionVSObject-affected harmful factors

Solution Approach 1:

The mounting face is precision-machined to the required precision before any assembly operations. This preliminary machining ensures the face is formed to exact tolerances before bearings and pulleys are assembled, eliminating the need for post-assembly machining and avoiding contamination from machining operations on assembled components.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The machining operation is extracted from the post-assembly process and performed separately on the shaft before assembly. This separation allows precision machining to be completed in a clean environment without risk of contaminating bearing grease or damaging seals, while still achieving the required axial runout precision.

Inventive Principle:
Principle #2Taking out (Extraction)

4Ease of manufacture

If standardized bearing assemblies are used, then ease of manufacture improves, but customization for specific runout requirements decreases

Engineering Contradiction:
ImprovestandardizationVSAvoidaxial runout control
Core Design Contradiction:
Ease of manufactureVSManufacturing precision

Solution Approach 1:

The shaft design with precision-machined mounting faces serves multiple functions: it provides standardized interfaces for bearing assemblies, ensures precise axial runout control through careful machining, and allows flexibility in bearing selection. This universal shaft design accommodates both standardized bearing units and specific precision requirements through the quality of the machined mounting surfaces rather than custom bearing designs.

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

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 solution achieves very low axial runout, supports high loading, and provides a more precise axis of rotation, reducing the need for costly machining and minimizing contamination risks, while allowing for standardized bearing assemblies and reduced scrap rates.

Implementation Method 1

multiple sets of bearings with radial clearance to the shaft

Methodology Applied
Scientific EffectFriction: Friction

Implementation Method 2

at least one set of double-row bearings

Methodology Applied
Scientific EffectBall Bearing: Ball Bearing

Data Source

PatentUS12098762B2Low axial runout driven pulley through the application of a spindle shaft utilizing multiple sets of bearings with radial clearance to the shaft
Publication Date: 2024.09.24 THE GATES CORP
  • US12098762B2 patent drawing
  • US12098762B2 patent drawing
  • US12098762B2 patent drawing

AI summary

A low axial runout driven pulley through the application of a spindle shaft utilizing multiple sets of bearings with radial clearance to the shaft. Utilizing a belt-driven pulley supporting overhanging loads with low axial runout provided by a spindle shaft with radial clearance to supporting bearings. Further axial clamp loading may be provided through multiple sets of bearings by the application of a fastener, such as a shaft bolt and a sleeve that press against the inner races of the bearings in the axial direction with this clamp load. The belt-driven pulley with low axial runout through the application of a spindle shaft utilizing at least two sets of bearings with radial clearance to the shaft may be utilized with heavy-duty trucking, marine, industrial, and other systems that utilize an overhung driven component.