Floating Ring Gear Lubrication for Roadheader Gearboxes

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Solution Overview

Problem

Roadheader gearboxes experience misalignment and premature wear due to axial and radial forces, leading to gear destruction, and existing lubrication systems are prone to leaks and vibration-induced failures.

Innovation Solution

A floating gearbox design with spherical bearings and spline connections allows the gear system to maintain optimal alignment, and a lubrication system using a floating ring gear and O-rings ensures consistent lubrication despite tilting and vibrations, while over-torque protection and cooling compartments prevent damage and overheating.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Strength

If the ring gear is affixed to the housing of the gearbox, then the axial and radial forces are transmitted to the ring gear through the housing, but this causes misalignment of the gears and other components leading to abnormal wear and destruction

Engineering Contradiction:
Improveforce transmission capabilityVSAvoidgear alignment stability
Core Design Contradiction:
StrengthVSReliability

Solution Approach 1:

The invention separates the force transmission function from the gear mounting function by introducing a floating ring gear that is not rigidly affixed to the housing. The ring gear is supported by multiple spherical bearings distributed around the housing, allowing the gear system to be segmented into independent functional modules that can accommodate relative movements without compromising overall integrity

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The floating ring gear design allows the gear system to dynamically adjust its position in response to varying axial and radial forces. The spherical bearings enable the ring gear to float and self-align, transforming the static rigid connection into a dynamic adaptive system that maintains optimal gear alignment under different loading conditions

Inventive Principle:
Principle #15Dynamics

2Ease of operation

If an internal tube with internal connections is used for lubrication, then lubrication can be provided to the bearings, but the internal connections present potential for leaks that allow water to enter the gearbox

Engineering Contradiction:
Improvelubrication deliveryVSAvoidseal integrity
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The invention extracts the vulnerable internal connections from the lubrication system by using an external tube that passes through the housing wall. This eliminates the need for internal penetrations and connections within the gearbox, removing the potential leak paths while maintaining effective lubrication delivery to the spherical bearings

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The external tube acts as an intermediary element that bridges the external lubrication source and the internal bearing lubrication points without requiring internal connections. The tube passes through sealed openings in the housing, providing a controlled interface between the external and internal environments that prevents water ingress while allowing lubricant flow

Inventive Principle:
Principle #24Intermediary (Mediator)

3Adaptability or versatility

If the cutter head and gearbox are inclined with respect to horizontal, then the roadheader can operate in a range of motion, but the bearings are lifted out of the lubricating oil causing lubrication problems

Engineering Contradiction:
Improveoperational rangeVSAvoidbearing lubrication
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The spherical bearings are positioned such that they automatically receive lubrication from the oil reservoir through gravity and capillary action, without requiring the gearbox to maintain a specific orientation. The bearing design and positioning enable the system to self-service its lubrication needs across a range of inclinations, eliminating the limitation of fixed orientation

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The floating bearing configuration allows the bearings to dynamically adjust their position relative to the oil reservoir as the gearbox inclination changes. The bearings maintain continuous contact with the lubricating oil through their floating mechanism, ensuring consistent lubrication delivery regardless of the operational angle

Inventive Principle:
Principle #15Dynamics

4Power

If the tube vibrates within the gearbox due to extreme vibrations, then the cutter head can cut into soil and rock, but the connections leak due to the vibrations

Engineering Contradiction:
Improvecutting capabilityVSAvoidconnection integrity
Core Design Contradiction:
PowerVSReliability

Solution Approach 1:

The invention extracts the vibration-prone connections from the internal gearbox environment by using an external tube configuration. The tube is externally mounted and secured to the housing, removing it from the high-vibration zone where it would otherwise be susceptible to connection failure, while still allowing it to flex and accommodate the vibrations without leaking

Inventive Principle:
Principle #2Taking out (Extraction)

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 floating gearbox design prevents gear misalignment and wear, while the lubrication system maintains effective lubrication and the over-torque protection and cooling compartments enhance the gearbox's reliability and longevity.

Implementation Method 1

The planet gears of the planetary gear system engage the internal gear of the floating ring gear pumping oil through the floating ring gear, the annulus, the gear box housing, the cover and the shaft output spherical bearing

Methodology Applied
Scientific EffectGear pumping: Pump

Implementation Method 2

First and second O-rings reside in the first and second grooves of the outer surface of the O-rings and seal the annulus formed by the space between the exterior surface of the ring gear and the interior surface of the housing

Methodology Applied
Scientific EffectSealing:

Implementation Method 3

A bearing lubrication system includes a gearbox housing wherein the gearbox housing includes a planetary gear system... The planet gears of the planetary gear system engage the internal gear of the floating ring gear pumping oil through the floating ring gear

Methodology Applied
Scientific EffectLubrication: Lubrication

Data Source

PatentUS8556761B1Bearing lubrication
Publication Date: 2013.10.15 FAIRFIELD MFG CO INC
  • US8556761B1 patent drawing
  • US8556761B1 patent drawing
  • US8556761B1 patent drawing

AI summary

Lubricating oil is forced and pumped into and through the first passageway through the floating ring gear and into the annulus between the gearbox housing and the floating ring gear. Lubricating oil from the annulus is pumped into and through the second passageway and through the joint between the second and third passageway, and through the third passageway into the void in the cover. Thereafter the oil passes through the fourth passageway between the void in the cover and the circumferential recess in the cover and lubricating the bearing mounted adjacent the recess in the cover/housing.