Dual-Thread Spindle Tool to Reduce Threaded Insert Jamming

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Solution Overview

Problem

Existing installation tools for threaded inserts experience undesired strong jamming between the spindle and housing sleeve due to high friction, leading to potential damage and requiring forceful release, which complicates the installation process.

Innovation Solution

The installation tool features a spindle with two outer threads of different diameters, where the larger diameter thread engages with the housing sleeve, allowing for controlled relative movement between the spindle and housing sleeve, minimizing friction and enabling separate modes for screwing in the insert and driving in pins or wedges without direct contact, facilitated by a thrust bearing and spacer ring for precise control.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Stability of the object's composition

If the spindle and housing sleeve are clamped together with high friction between stop surfaces, then the spindle is securely held in the housing sleeve, but the housing sleeve cannot move axially relative to the spindle to drive in pins or wedges

Engineering Contradiction:
Improvespindle clamping stabilityVSAvoidaxial movement capability
Core Design Contradiction:
Stability of the object's compositionVSEase of operation

Solution Approach 1:

The spindle is segmented into two distinct thread sections: a first outer thread with smaller diameter for engaging the threaded insert, and a second outer thread with larger diameter for engaging the housing sleeve. This segmentation allows the two engagement zones to have different friction characteristics, enabling the spindle to be securely clamped by the housing sleeve while still permitting controlled axial movement when needed to drive in pins or wedges.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

Different friction characteristics are created at different locations of the spindle. The second thread section (with larger diameter) engages the housing sleeve with controlled friction to allow axial movement, while the first thread section (with smaller diameter) engages the threaded insert with higher friction to prevent rotation. This local differentiation of friction properties resolves the contradiction between stable clamping and axial mobility.

Inventive Principle:
Principle #3Local quality

2Force

If high torque is applied to overcome the jamming between spindle and housing sleeve, then the pins or wedges can be driven in, but damage occurs to the surface and threaded insert

Engineering Contradiction:
Improvetorque for driving pinsVSAvoidsurface damage
Core Design Contradiction:
ForceVSObject-affected harmful factors

Solution Approach 1:

The spindle's dual-thread design segments the torque transmission paths. The second thread section (larger diameter) is specifically designed to engage the housing sleeve with appropriate friction characteristics that allow controlled axial movement when torque is applied, rather than creating excessive jamming. This enables sufficient torque to be transmitted to drive in pins or wedges without generating harmful surface damage.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The diameter parameter of the second outer thread is specifically increased compared to the first outer thread. This parameter change alters the friction characteristics and torque transmission properties, allowing the system to accommodate the necessary torque for driving in pins while preventing excessive clamping forces that would cause surface damage.

Inventive Principle:
Principle #35Parameter changes

3Device complexity

If the spindle and housing sleeve are designed with single thread engagement, then the structure is simple, but additional tools are required for inserting threaded inserts

Engineering Contradiction:
Improvethread engagement structureVSAvoidinstallation efficiency
Core Design Contradiction:
Device complexityVSProductivity

Solution Approach 1:

The spindle with dual thread sections serves multiple functions: the second thread section (larger diameter) engages the housing sleeve to enable controlled axial movement and torque transmission, while the first thread section (smaller diameter) engages the threaded insert for both screwing it into the workpiece and preventing rotation during pin insertion. This multi-functionality allows the entire installation process to be completed with a single tool, eliminating the need for additional tools and improving productivity.

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 design reduces the risk of damage during installation, allows for efficient and precise insertion of threaded inserts with automated processes, and eliminates the need for additional tools, enhancing production efficiency and reducing damage to pins or wedges.

Implementation Method 1

The risk of undesirably strong jamming between the spindle and the housing sleeve can be significantly minimized by reducing the underhead friction as much as possible

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentUS20250296212A1Installation tool, use thereof, and method for securing a threaded insert
Publication Date: 2025.09.25 HOWMET AEROSPACE INC
  • US20250296212A1 patent drawing
  • US20250296212A1 patent drawing
  • US20250296212A1 patent drawing

AI summary

An installation tool, the use thereof, and a method for securing a threaded insert are being provided. The installation tool has a spindle, which is at least partly provided with a first outer thread and at least partly with a second thread, and a sleeve, which has a thread that meshes with the second thread. The length of the spindle and the length of the sleeve are adapted to each other such that the first outer thread protrudes at least partly out of the sleeve. The housing sleeve can be moved axially relative to the spindle by means of the thread engagement with the spindle, wherein the end position of said axial movement is defined by an axial stop of the spindle on the thrust bearing and/or rotational stop of the spindle on the housing sleeve.