Integrated Encoder Alignment Device with Detent Spring

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Solution Overview

Problem

Conventional encoder alignment devices require multiple parts and are prone to damage during shipment due to movement, necessitating a more efficient and protective alignment solution for encoder discs and components.

Innovation Solution

An integrated alignment device with a contact portion, locating structure, flange structure, and spring structure that urges the hub into predetermined axial and radial positions, forming a detent for easy assembly and protection, while allowing lateral access to set screws and being removable by overcoming the detent.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If conventional gapping and centring devices are used, then alignment function is provided, but device complexity increases due to requiring at least two separate parts

Engineering Contradiction:
Improvealignment functionVSAvoidnumber of parts
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The patent combines multiple alignment functions (gapping, centring, and securing) into a single integrated alignment device. This single device includes a body portion, flange structure, and spring structure all formed as one piece, eliminating the need for multiple separate parts while maintaining full alignment functionality.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The alignment device performs multiple functions simultaneously: it provides gapping between the encoder disc and detector, centring of the hub on the shaft, and securing through the detent mechanism. This multi-functional design reduces the number of components needed while achieving comprehensive alignment and protection.

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

2Ease of operation

If encoder disc and components are allowed to move during shipment, then handling flexibility is improved, but reliability decreases due to damage from contact and impact

Engineering Contradiction:
Improvehandling flexibilityVSAvoidprotection from damage
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The alignment device is installed on the shaft before the encoder disc is mounted. The spring structure is pre-compressed and the detent mechanism is prepared in advance, so that when the encoder disc is installed, it is immediately secured and prevented from moving during shipment without requiring additional protective measures.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The spring structure acts as a cushioning element that absorbs shocks and impacts during shipment. The spring is pre-compressed to provide continuous contact force, cushioning against sudden movements and preventing damage to the encoder disc and other components before damage can occur.

Inventive Principle:
Principle #11Beforehand cushioning (Prior cushioning)

3Reliability

If alignment device secures hub firmly, then reliability is improved, but ease of operation worsens due to difficulty in removal

Engineering Contradiction:
Improvesecuring functionVSAvoidremoval difficulty
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The detent mechanism provides dynamic securing: during normal operation, the spring structure maintains firm engagement between the detent and the hub groove for reliable positioning. For removal, the system allows dynamic change by permitting the alignment device to be pulled axially away, overcoming the detent and releasing the hub when needed.

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

Facilitates precise and easy mounting of encoder discs, reduces damage during shipment, and simplifies the installation process by ensuring accurate axial and radial alignment without the need for additional parts, enhancing handling and operational reliability.

Implementation Method 1

a spring structure configured to urge the hub into a predefined axial position by urging the hub toward the flange structure in the coupled arrangement

Methodology Applied
Scientific EffectElasticity: Elasticity

Data Source

PatentEP2300781B1Encoder device and alignment device for an encoder device
Publication Date: 2016.10.12 DR JOHANNES HEIDENHAIN GMBH
  • EP2300781B1 patent drawingFigure 1a
  • EP2300781B1 patent drawingFigure 1b~1c
  • EP2300781B1 patent drawingFigure 2

AI summary

An encoder device (5) includes: an encoder base (8); a hub (15) rotatably arranged in the encoder base (8) and arranged to carry an encoder disc; and an alignment device (12) arranged to urge the hub (15) into a predetermined axial and radial position relative to a portion of the housing, the alignment device (12) including a contact portion (30) arranged to contact an axial surface (31) of the encoder base (8), a locating structure (47, 52) arranged to maintain the alignment device (12) in a predefined radial position, a flange structure (32) arranged to contact an axial surface of the hub (15) and a circumferential portion of the hub (15), and a spring structure (40) arranged to urge the hub (15) axially toward the flange element, where the alignment device (12) urges the hub (15) into a predetermined axial and radial position relative to a portion of the encoder base (8), and the spring structure (40) contacts the hub (15) so as to form a detent, the detent allowing the alignment device (12) to be removed from the hub (15) by pulling the alignment device (12) axially away from the hub (15).