Planetary Gear Retainer Lubrication and Thrust Support

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Solution Overview

Problem

Planetary gear assemblies face challenges in robust design, lubrication, and packaging due to increasing power and torque requirements, high rotational speeds of planet gears, and the need for efficient lubrication to manage heat and ensure longevity in compact spaces.

Innovation Solution

The planetary gear set assembly includes a planet carrier with a backing and spider portion, thrust bearings, and a bearing plate with lubrication divots and passageways to facilitate pressurized hydraulic fluid distribution, ensuring adequate lubrication to the planet gears and minimizing the impact of high-speed rotation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Power

If planetary gear assemblies are designed for higher power and torque requirements, then the power transmission capability is improved, but the packaging space required increases and the structural complexity increases

Engineering Contradiction:
Improvepower transmission capabilityVSAvoidpackaging space
Core Design Contradiction:
PowerVSVolume of moving object

Solution Approach 1:

The bearing retainer plate is integrated into the planet carrier structure, with bearing bores formed directly in the carrier body. This nesting approach eliminates separate bearing housings and reduces the overall volume required for the planetary gear assembly while maintaining high power transmission capability through robust bearing support.

Inventive Principle:
Principle #7Nested doll (Nesting)

Solution Approach 2:

The patent combines the planet carrier and bearing retainer into a single integrated structure. The carrier body incorporates bearing bores, sealing surfaces, and lubrication passages directly, merging multiple functions into one component. This reduces the number of parts and packaging space while enhancing power transmission through optimized structural integrity.

Inventive Principle:
Principle #5Merging (Combining)

2Speed

If planet gears rotate at high speeds, then the speed capability is improved, but sufficient lubrication becomes more difficult to maintain and heat generation increases

Engineering Contradiction:
Improverotational speedVSAvoidlubrication sufficiency
Core Design Contradiction:
SpeedVSReliability

Solution Approach 1:

The bearing retainer plate serves as an intermediary structure that facilitates lubrication delivery to high-speed planet gears. It incorporates dedicated lubrication passages and bearing bores that ensure adequate lubricant flow to the gear-bearer interface even at high rotational speeds, maintaining reliability through improved lubrication architecture.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent incorporates hydraulic lubrication passages within the bearing retainer plate structure. Pressurized lubricant is delivered through these passages to the bearing interfaces, ensuring sufficient lubrication at high speeds where traditional splash or drip lubrication would be inadequate. This hydraulic approach controls lubricant delivery precisely to maintain reliability.

Inventive Principle:
Principle #29Pneumatics and hydraulics

3Ease of manufacture

If the bearing retainer design is simplified, then the manufacturing ease is improved, but the robustness of the planetary gear assembly deteriorates

Engineering Contradiction:
Improvemanufacturing simplicityVSAvoidassembly robustness
Core Design Contradiction:
Ease of manufactureVSStrength

Solution Approach 1:

By merging the planet carrier and bearing retainer into a single cast or forged component, the patent achieves both manufacturing simplicity and structural robustness. The integrated structure eliminates multiple machining operations and assembly steps while creating a monolithic component with inherent structural strength to support high loads and speeds.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The bearing retainer plate is designed as a multi-functional component that provides bearing support, sealing surfaces, lubrication passages, and structural reinforcement. This universal design consolidates multiple functions into one component, simplifying manufacturing while enhancing overall assembly robustness through integrated functionality.

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 enhances the robustness and longevity of planetary gear assemblies by providing effective lubrication pathways and thrust bearings, addressing the issues of high-speed rotation and compact packaging while maintaining efficient lubrication flow.

Implementation Method 1

a lubrication passageway for providing pressurized hydraulic fluid to lubricate the planet gears of the planet carrier assembly. The lubrication pathway includes an axial bore that intersects a radial bore in the second rotating member

Methodology Applied
Scientific EffectHydraulic fluid flow: Pressure Gradient

Implementation Method 2

The first thrust bearing is disposed between the backing portion of the planet carrier assembly and the first axial end of the sun gear. The second thrust bearing is disposed between the bearing plate and the second axial end of the sun gear

Methodology Applied
Scientific EffectThrust bearing support: Friction

Data Source

PatentUS10234019B2Planetary gear set bearing retainer
Publication Date: 2019.03.19 GM GLOBAL TECHNOLOGY OPERATIONS LLC
  • US10234019B2 patent drawing
  • US10234019B2 patent drawing
  • US10234019B2 patent drawing

AI summary

A planetary gear set assembly for a transmission includes a planet carrier, a sun gear, a ring gear, a bearing plate, and a thrust bearing placed between the sun gear and the bearing plate. The bearing plate is retained by the planetary gear carrier and includes a plurality of lubrication features for providing a lubrication path from an input shaft through the thrust bearing and bearing plate to the pinion shafts.