Planetary Pin Plug for Lubrication Flow Control

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Solution Overview

Problem

Existing planetary bearing designs face challenges in ensuring sufficient lubrication flow, including high costs, complex assembly requirements, risk of deformation, and debris issues from machining operations.

Innovation Solution

A pin assembly with a plug featuring a stopper portion and a bowed shaft, where the plug is slidably received in a blind bore with an annular rib, enhancing lubrication flow by encouraging it through specific inlet and outlet bores rather than exit paths, and constructed from flexible materials like polymers or steel.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If hollow pins or cross drilled pins are used to direct lubrication, then lubrication flow is improved, but device complexity and manufacturing cost increase

Engineering Contradiction:
Improvelubrication flowVSAvoidpin structure
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The pin is segmented into multiple functional zones: a hollow body for lubricant storage, a blind hole for lubricant introduction, and multiple outlet bores for lubricant distribution. This segmentation allows each zone to perform its specific function efficiently, improving lubrication reliability while keeping the overall structure manageable.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The plug is nested within the blind hole of the pin, with the plug's shaft fitting into the blind hole and the stopper portion blocking the blind hole opening. This nesting arrangement allows the plug to control lubricant flow from the hollow body through the outlet bores, achieving complex lubrication control within a compact structure.

Inventive Principle:
Principle #7Nested doll (Nesting)

2Reliability

If pressed ball or drawn steel plug is used to close blind hole, then lubrication flow is improved, but risk of deformation and reliability issues increase

Engineering Contradiction:
Improvelubrication flowVSAvoidpin deformation resistance
Core Design Contradiction:
ReliabilityVSStrength

Solution Approach 1:

The plug is designed as a simple, replaceable component made from flexible material that can be easily installed and removed. Rather than using complex pressed balls or drawn steel plugs that risk deformation, this simpler plug design accepts potential wear or damage as manageable, improving reliability by eliminating the deformation risk of more complex components.

Inventive Principle:
Principle #27Cheap short-living objects (Disposable)

Solution Approach 2:

The plug material is selected to have flexible properties that allow it to deform elastically during installation and operation. This flexibility parameter change enables the plug to seal the blind hole effectively without requiring high-strength pressed or drawn construction, thereby avoiding deformation issues while maintaining lubrication flow reliability.

Inventive Principle:
Principle #35Parameter changes

3Reliability

If multiple complex machining operations are used, then lubrication flow control is improved, but manufacturing cost and debris generation increase

Engineering Contradiction:
Improvelubrication flow controlVSAvoidmachining complexity
Core Design Contradiction:
ReliabilityVSEase of manufacture

Solution Approach 1:

The plug serves multiple functions: it seals the blind hole, controls lubricant flow from the hollow body, and can be made from flexible material that requires minimal machining. This multi-functionality reduces the need for separate components and complex machining operations, lowering manufacturing cost and debris generation while maintaining reliable lubrication flow control.

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

Solution Approach 2:

By selecting flexible material for the plug, the machining requirements are significantly reduced. The material's flexibility allows for simpler manufacturing processes compared to precision machining of metal plugs, thereby reducing manufacturing complexity and associated debris while achieving the same lubrication control function.

Inventive Principle:
Principle #35Parameter changes

4Reliability

If pressed plugs are used to close blind hole, then lubrication flow is improved, but risk of plugs falling out increases

Engineering Contradiction:
Improvelubrication flowVSAvoidplug retention
Core Design Contradiction:
ReliabilityVSStability of the object's composition

Solution Approach 1:

The plug is designed with a shaft that fits into the blind hole and a stopper portion that blocks the opening. This preliminary design ensures that the plug remains retained during operation. The shaft insertion into the blind hole creates a mechanical interlock that prevents the plug from falling out, while the stopper portion provides additional retention by blocking the opening.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The plug is nested within the blind hole structure, with the shaft fitting into the blind hole cavity. This nesting arrangement provides stable retention by utilizing the blind hole geometry to hold the plug in place, preventing it from falling out during operation while maintaining lubrication flow control.

Inventive Principle:
Principle #7Nested doll (Nesting)

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 solution effectively enhances lubrication flow within planetary bearings, reducing assembly complexities and material costs while minimizing debris-related issues, thereby improving the operational efficiency and reliability of planetary bearing systems.

Implementation Method 1

a plug (40) including a stopper portion (42) and a shaft (44) extending from the stopper portion. The shaft (44) is bowed such that a distal end (44b) of the shaft (44) is offset from a center line (CL) of the blind bore (22)

Methodology Applied
Scientific EffectElastic deformation: Elasticity

Data Source

PatentEP2844894B1Plug for a planetary pin assembly
Publication Date: 2020.07.08 JTEKT BEARINGS NORTH AMERICA LLC
  • EP2844894B1 patent drawingFigure 1~2
  • EP2844894B1 patent drawingFigure 3~4

AI summary

A pin assembly for use in a planetary gear, including a pin defining a blind bore therein, the blind bore extending axially from an opening and terminating with an end face, and an annular rib depending inwardly from an inner surface of the blind bore adjacent the opening. A plug includes a stopper portion and a shaft extending therefrom, the stopper portion including a circular base defining an outer perimeter. The outer perimeter of the stopper portion engages the annular rib, thereby maintaining the plug in the blind bore.