Planetary Carrier Pinion Retainer for Lubrication Flow

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Solution Overview

Problem

Existing planetary gear assemblies face challenges in retaining and securing pinion shafts within the carrier while maintaining their angular orientation, and ensuring adequate lubrication, especially at high rotational speeds.

Innovation Solution

The design incorporates pinion shafts with axial and radial passageways and a circular retainer that maintains the radial orientation of the radial passageways, allowing for improved lubrication flow to the pinion bearings, using a snap ring or fasteners for retention.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Stability of the object's composition

If retaining pins or staking methods are used to secure pinion shafts to the carrier, then the pinion shafts are retained in the carrier, but the angular orientation of the pinion shafts cannot be maintained

Engineering Contradiction:
Improveangular orientation stabilityVSAvoidretainer structure complexity
Core Design Contradiction:
Stability of the object's compositionVSDevice complexity

Solution Approach 1:

The retainer is segmented into multiple radial arms extending from a central hub, with each arm containing a slot that independently guides and retains a pinion shaft. This segmentation allows each shaft to be retained while maintaining its specific angular orientation relative to the carrier, resolving the contradiction between retention stability and orientation control.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The retainer acts as an intermediary component between the pinion shafts and the carrier. It provides a structured interface with radial arms and slots that simultaneously achieve shaft retention and angular orientation maintenance, eliminating the need for complex deformation or precise pin alignment methods.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Speed

If the planetary gear carrier rotates at high speeds, then the gear assembly can operate at higher vehicle speeds, but lubrication to the pinion bearings becomes insufficient

Engineering Contradiction:
Improvecarrier rotational speedVSAvoidlubrication adequacy
Core Design Contradiction:
SpeedVSReliability

Solution Approach 1:

The retainer is designed with radial arms and slots that pre-position the pinion shafts in optimal angular orientations before rotation begins. This preliminary geometric arrangement ensures that lubrication passages remain properly aligned with the bearings during high-speed rotation, maintaining adequate lubrication without requiring active control mechanisms.

Inventive Principle:
Principle #10Preliminary action

3Ease of manufacture

If conventional retention methods are used, then assembly is simple, but the pinion shafts cannot maintain their angular orientation for optimal lubrication

Engineering Contradiction:
Improveassembly simplicityVSAvoidangular orientation precision
Core Design Contradiction:
Ease of manufactureVSManufacturing precision

Solution Approach 1:

The retainer performs multiple functions simultaneously: it retains the pinion shafts in the carrier, maintains their angular orientations, and facilitates lubrication delivery. This multi-functionality is achieved through the integrated radial arm and slot structure, which provides both mechanical retention and precise angular positioning in a single component that can be manufactured and assembled relatively simply.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Data Source

PatentUS8251862B2Planetary carrier pinion pin retainer plate
Publication Date: 2012.08.28 GM GLOBAL TECHNOLOGY OPERATIONS LLC
  • US8251862B2 patent drawing
  • US8251862B2 patent drawing
  • US8251862B2 patent drawing

AI summary

A shaft retainer for a planet gear carrier of a planetary gear assembly both retains the pinion shafts within the carrier and maintains their angular orientation to achieve improved oil flow to the pinion bearings. Each of the pinion shafts includes an opening and an axial passageway that communicates with a radial passageway at the middle of the shaft. At the end of the pinion shaft opposite the axial passageway opening is a flat extending across the shaft. The flat is normal to the axis of the radial passageway. The pinion shafts are slip fit into suitable bores in the planetary gear carrier and support a needle bearing and planet or pinion gear. At one end of the carrier, the flats are engaged by a circular retainer so that the radial passageways of each of the pinion shafts are oriented radially outwardly. The circular retainer may either be a flat circular plate or have an L-shaped cross-section. The circular retainer may be affixed to the planetary gear carrier by a snap ring or a plurality of fasteners. At the end of the carrier having the axial shaft passageway openings, a lube dam directs a flow of lubricating oil from a source such as a hollow drive shaft to the open axial ends of the pinion shafts.