Gearbox Shaft Bearing Mounting With Roller-Plain Bearing Split

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Existing wind turbine transmission shaft mounting solutions using fixed and floating roller bearings are prone to damage, and while using slide bearings for all shafts can be costly and inefficient in absorbing radial and axial forces.

Innovation Solution

Combining roller bearings with slide bearings on the same shaft, where the fixed roller bearing absorbs radial and axial forces in both directions and the floating slide bearing restricts rotational degrees of freedom, with a gearwheel positioned between them to enhance stability.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If roller bearings are used for fixed and floating bearings, then the mounting is simpler and cheaper, but the floating bearing is liable to sustain damage due to lack of prestress

Engineering Contradiction:
Improvebearing mounting simplicityVSAvoidfloating bearing damage resistance
Core Design Contradiction:
Ease of manufactureVSReliability

Solution Approach 1:

The bearing system is segmented into two distinct types: fixed roller bearings that can be prestressed for reliability, and floating slide bearings that provide protective function. This segmentation allows each bearing type to be optimized for its specific function, preventing damage to floating bearings while maintaining manufacturing simplicity.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

A protective sleeve or intermediary component is introduced between the floating roller bearing and the shaft. This intermediary absorbs misalignment stresses and prevents direct damage to the floating bearing, allowing the use of simpler roller bearings without compromising reliability.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If slide bearings are used for all shafts including fixed bearings, then damage resistance is improved, but the cost increases significantly

Engineering Contradiction:
Improvebearing damage resistanceVSAvoidmounting cost
Core Design Contradiction:
ReliabilityVSEase of manufacture

Solution Approach 1:

Different bearing qualities are applied locally: fixed bearings use robust slide bearings where high load capacity and damage resistance are critical, while floating bearings use simpler roller bearings where precision and ease of replacement are more important. This local differentiation reduces overall cost while maintaining necessary reliability.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The bearing system is divided into fixed and floating sections, with only the fixed bearing using expensive slide bearings. This segmentation limits the cost increase to only where absolutely necessary, while using cheaper roller bearings for the floating position.

Inventive Principle:
Principle #1Segmentation

3Force

If slide bearings are used for fixed bearing to absorb radial and axial forces, then force absorption capability is improved, but the device complexity and cost increase

Engineering Contradiction:
Improveradial and axial force absorptionVSAvoidbearing system complexity
Core Design Contradiction:
ForceVSDevice complexity

Solution Approach 1:

The fixed bearing combines slide bearing elements with roller bearing elements in a hybrid configuration. This merging allows the bearing to absorb both radial and axial forces like a slide bearing while maintaining the simpler structure and lower cost of roller bearings.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The fixed bearing is designed with multi-functionality to handle both radial and axial loads simultaneously. By integrating features of both slide and roller bearings, it achieves universal force absorption capability without requiring separate bearings for each direction.

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 combination effectively reduces the risk of damage and cost by leveraging the advantages of both bearing types, providing robust force absorption and rotational stability for wind turbine transmission shafts.

Implementation Method 1

The fixed bearing consists exclusively of roller bearings, in particular of exactly two roller bearings

Methodology Applied
Scientific EffectRolling contact: Roller

Implementation Method 2

the floating bearing is formed by at least one slide bearing

Methodology Applied
Scientific EffectSliding friction: Friction

Data Source

PatentUS10927941B2Combined anti-friction and plain bearing mounting for a gearbox shaft
Publication Date: 2021.02.23 ZF FRIEDRICHSHAFEN AG
  • US10927941B2 patent drawing

AI summary

A transmission shaft (1), designed particularly for a wind turbine, which is mounted by way of a fixed bearing (2, 3) and at least one floating bearing (4). At least one gearwheel (5) is fixed onto the transmission shaft (1) and positioned in the axial direction between the fixed bearing (2, 3) and the floating bearing (4). The fixed bearing (2, 3) is formed by at least one roller bearing and the floating bearing (4) is in the form of at least one slide bearing.