Joint Assembly Balancing for Shaft Imbalance Without Welding

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Solution Overview

Problem

Conventional methods for correcting imbalances in rotating shafts are costly, labor-intensive, and can reduce the durability of solid shafts due to the need for bulky balancing elements and alternative welding processes, which can create additional imbalances and heat-affected zones.

Innovation Solution

A joint assembly with a boot can and balancing elements that can be easily attached and detached, using adhesives or mechanical fasteners, to correct imbalances in both solid and hollow shafts, allowing for precise adjustment of mass and center of mass distribution without the need for extensive machining or heat-intensive welding.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Strength

If conventional welding processes are used to attach balancing elements to solid shafts, then the balancing elements can be securely attached, but the heat affected zone weakens the shaft and reduces its durability

Engineering Contradiction:
Improveattachment strengthVSAvoidshaft durability
Core Design Contradiction:
StrengthVSReliability

Solution Approach 1:

The patent replaces thermal welding processes with mechanical attachment methods (such as press-fit, interference fit, or mechanical fasteners) to attach balancing elements to the shaft. This substitution eliminates the heat affected zone that weakens the shaft while maintaining secure attachment through mechanical means, thereby preserving shaft durability and strength.

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

2Quantity of substance

If thicker balancing elements are used for solid shafts, then the imbalance can be corrected, but the manufacturing cost increases and conventional welding becomes infeasible

Engineering Contradiction:
Improvebalancing element massVSAvoidmanufacturing cost and feasibility
Core Design Contradiction:
Quantity of substanceVSEase of manufacture

Solution Approach 1:

The patent divides the balancing element into modular components or segments that can be attached to the shaft in a distributed manner. This segmentation allows for achieving the required balancing mass without using a single large, bulky element, thereby reducing manufacturing complexity and cost while avoiding the need for alternative welding processes.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent extends the balancing solution into the axial dimension by attaching balancing elements at multiple locations along the shaft length, rather than relying solely on radial thickness. This dimensional approach allows achieving the required moment of inertia for balancing with thinner, more manufacturable elements.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

3Reliability

If material is removed from the shaft outer surface to ensure secure attachment, then the balancing elements can be attached, but additional machinery and manufacturing processes are required increasing costs

Engineering Contradiction:
Improveattachment securityVSAvoidmanufacturing cost
Core Design Contradiction:
ReliabilityVSEase of manufacture

Solution Approach 1:

The patent incorporates attachment features (such as recesses, grooves, or interference fit geometries) into the shaft design during the initial manufacturing process. This preliminary action eliminates the need for subsequent material removal operations, as the attachment features are already prepared in advance, thereby securing attachment reliability without adding costly machining steps.

Inventive Principle:
Principle #10Preliminary action

4Quantity of substance

If bulky balancing elements are used for solid shafts, then the imbalance can be corrected, but the elements are more expensive to manufacture and create additional imbalances

Engineering Contradiction:
Improvebalancing element massVSAvoidbalancing precision
Core Design Contradiction:
Quantity of substanceVSManufacturing precision

Solution Approach 1:

The patent applies balancing mass locally at specific critical locations on the shaft where it is most effective, rather than using bulky elements that extend far from the shaft axis. This localized approach achieves the required balancing effect with minimal material, reducing manufacturing cost and minimizing the risk of creating additional imbalances during the attachment process.

Inventive Principle:
Principle #3Local quality

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 method reduces manufacturing costs, enhances the durability of shafts by avoiding heat-affected zones, and allows for easy reconfiguration of balancing elements to maintain optimal balance, thereby extending the lifespan of rotating components.

Implementation Method 1

using adhesives or mechanical fasteners, to correct imbalances

Methodology Applied
Scientific EffectAdhesive bonding: Adhesive

Data Source

PatentUS11808321B2Apparatus and method for correcting an imbalance in a shaft
Publication Date: 2023.11.07 DANA AUTOMOTIVE SYST GRP LLC
  • US11808321B2 patent drawing
  • US11808321B2 patent drawing
  • US11808321B2 patent drawing

AI summary

An apparatus for correcting an imbalance in a rotating shaft along with a method for correcting the imbalance in a rotating shaft is identified. The apparatus includes a joint assembly having a first joint member that is drivingly connected to a second joint member by one or more third joint members. At least a portion of a first shaft may be drivingly connected to at least a portion of the first joint member and at least a portion of a second shaft may be drivingly connected to at least a portion of a second end portion of the second join member. A boot can may be connected to at least a portion of a first end portion of the second joint member. One or more balancing elements may then be connected to at least a portion of the boot can and/or the second joint member of the joint assembly.