Gear Casing Oil Diverter With Return Channels for Leak Control

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Solution Overview

Problem

Existing gearbox systems with non-contacting bearing isolators often experience oil leakage through rotating shaft penetrations, leading to environmental contamination and lubricant waste, especially when the gear casing is oriented horizontally.

Innovation Solution

A passive oil diverter system is integrated into the gearbox, featuring an isolator plate with an isolation dam and oil return channels that divert leaked oil back into the main housing reservoir, preventing leakage through rotating shaft penetrations.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If non-contacting bearing isolators are used to prevent oil leakage through shaft penetrations, then wear is eliminated and sealing reliability is improved, but oil leakage still occurs in horizontal orientations and leads to contamination and lubricant loss

Engineering Contradiction:
Improvesealing reliabilityVSAvoidoil leakage
Core Design Contradiction:
ReliabilityVSObject-generated harmful factors

Solution Approach 1:

An isolator plate is introduced as an intermediary component between the carrier and the bearing isolator. This plate creates a controlled barrier that redirects oil flow away from the shaft penetration area, preventing oil from reaching the isolator and subsequently leaking outward. The plate acts as a mediator that manages oil flow paths without requiring direct contact with the rotating shaft.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The sealing system is segmented into multiple functional components: the carrier, the isolator plate with isolation dam, the bearing isolator, and the oil return channel. Each component performs a specific function in managing oil flow, allowing the system to address oil leakage through a distributed approach rather than relying on a single sealing mechanism.

Inventive Principle:
Principle #1Segmentation

2Reliability

If radial lip seals or mechanical seals are used at shaft penetrations, then direct sealing contact is achieved, but the seals wear and require frequent replacement

Engineering Contradiction:
Improvesealing effectivenessVSAvoidseal service life
Core Design Contradiction:
ReliabilityVSDuration of action of stationary object

Solution Approach 1:

The contact-based mechanical sealing system (radial lip seals or mechanical seals that directly contact the rotating shaft) is replaced with a non-contacting bearing isolator combined with an isolator plate. This substitution eliminates the mechanical wear between seal and shaft by using a non-contact magnetic or electrostatic field-based isolator, while the isolator plate manages oil flow to maintain sealing effectiveness.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

3Object-affected harmful factors

If oil leakage is contained or caught using external collection systems, then environmental contamination is prevented, but lubricant waste increases and external tubing is required

Engineering Contradiction:
Improveenvironmental contaminationVSAvoidlubricant waste
Core Design Contradiction:
Object-affected harmful factorsVSLoss of substance

Solution Approach 1:

The oil collection and return functions are merged into the gearbox housing structure itself. The isolator plate integrates an isolation dam and oil passage, while the carrier integrates an oil collection well and oil return channel. This consolidation eliminates the need for external tubing and collection systems, allowing leaked oil to be automatically redirected back into the gearbox oil reservoir through integrated passages.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The system provides self-service oil management by automatically redirecting oil that passes the isolation dam back into the oil reservoir through integrated return channels. The oil collection well and return channel form a self-contained system that continuously manages oil flow without external intervention, preventing both contamination and waste.

Inventive Principle:
Principle #25Self-service

4Ease of operation

If the gear casing is oriented horizontally to facilitate operation, then operational convenience is improved, but oil leakage through non-contacting bearing isolators increases

Engineering Contradiction:
Improveoperational convenienceVSAvoidoil leakage
Core Design Contradiction:
Ease of operationVSObject-generated harmful factors

Solution Approach 1:

The isolator plate with isolation dam is positioned upstream in the oil flow path, before oil can reach the bearing isolator. This preliminary barrier prevents oil from accumulating around the isolator in horizontal orientations, proactively blocking the leakage path before the problem occurs. The isolation dam creates a physical barrier that redirects oil flow regardless of the casing orientation.

Inventive Principle:
Principle #10Preliminary action

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 system effectively reduces oil leakage and contamination by redirecting leaked oil into the gearbox, minimizing waste and ensuring continuous lubrication within the gearbox.

Implementation Method 1

The oil diverter system includes an integral isolation dam in the isolator plate that restricts the volume of oil that reaches the rearward or inboard side of the bearing isolator. Oil that passes this barrier is diverted back to the main casing through a series of passages and channels

Methodology Applied
Scientific EffectFluid flow restriction and diversion:

Implementation Method 2

The carrier includes an oil collection well spaced from the shaft bore and an oil return channel in fluid communication with the oil collection well and a main oil reservoir. The channel extends through the carrier to the main housing.

Methodology Applied
Scientific EffectGravity-driven fluid flow: Gravitation

Data Source

PatentUS11035456B1Gear casing oil diverter
Publication Date: 2021.06.15 AMARILLO GEAR CO LLC
  • US11035456B1 patent drawing
  • US11035456B1 patent drawing
  • US11035456B1 patent drawing

AI summary

A gearbox includes a main housing carrying input and output shafts, a carrier mounted to the housing having a bore, an isolator plate mounted to the carrier having a bore aligned with the carrier bore, and an isolator mounted to the isolator plate having a bore aligned with the isolator plate and carrier bores. The carrier includes an oil collection well, spaced from the bore, and an oil return channel in fluid communication with the oil collection well that extends through the carrier to the main housing. The isolator plate includes an interior surface and an oil passage formed therein that extends from the interior surface to the oil collection well, such that the interior surface is in fluid communication with the main housing via the oil passage, the oil collection well and the oil return channel, and fluid at the interior surface is drawn into the main housing via the oil passage, the oil collection well and the oil return channel.