Planetary Roller Screw Housing for Compact, Accurate Motion

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Solution Overview

Problem

There is a need for a compact and cost-effective manufacturing method for planetary roller screw drives that also prevents dirt ingress and improves stiffness and positioning accuracy.

Innovation Solution

A planetary roller screw drive design featuring a threaded spindle nut, horizontal threaded spindle, planetary rolling elements, and guide rings, where the horizontal spindle is concentrically arranged within the guide rings, allowing for rotational movement conversion to translational movement, with a housing case for conjoint rotation and a toothing for coupling with a continuous traction mechanism, and utilizing rolling bearings for low-friction connections.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Volume of moving object

If a planetary roller screw drive is designed to be compact, then space is optimized, but manufacturing complexity increases

Engineering Contradiction:
ImprovecompactnessVSAvoidmanufacturing complexity
Core Design Contradiction:
Volume of moving objectVSDevice complexity

Solution Approach 1:

The housing case integrates multiple functions: it houses the planetary mechanism, provides the toothing for gear coupling, and serves as the connection interface for conjoint rotation with planetary guide rings. This merging of functions into a single component reduces the number of separate parts and simplifies manufacturing while achieving compact dimensions.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The housing case is designed as a multi-functional component that simultaneously serves as a structural housing, a gear interface (with toothing), and a rotational connection element. This universal design approach allows one component to fulfill multiple roles, reducing overall device complexity while maintaining compactness.

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

2Ease of manufacture

If the housing case is designed with integrated toothing and conjoint rotation connection, then manufacturing is simplified, but dirt ingress risk increases

Engineering Contradiction:
Improvemanufacturing simplicityVSAvoiddirt ingress
Core Design Contradiction:
Ease of manufactureVSObject-affected harmful factors

Solution Approach 1:

The housing case acts as an enclosing shell that seals the internal planetary mechanism. By providing a closed housing structure with integrated toothing and connection features, it protects internal components from dirt ingress while maintaining the simplified manufacturing approach of integration rather than assembly.

Inventive Principle:
Principle #30Flexible shells and thin films

3Ease of operation

If planetary rolling elements are mounted to rotate about their axis in planetary guide rings, then rotational movement conversion is achieved, but positioning accuracy requirements increase

Engineering Contradiction:
Improvemovement conversionVSAvoidpositioning accuracy
Core Design Contradiction:
Ease of operationVSManufacturing precision

Solution Approach 1:

The planetary rolling elements are nested within the planetary guide rings, with each rolling element rotatable about its own axis while simultaneously orbiting the central threaded spindle. This nested arrangement enables the conversion of rotational movement to translational movement through the planetary motion mechanism, distributing precision requirements across multiple concentric motion levels.

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

This design results in a compact, easy-to-manufacture, and durable planetary roller screw drive that reduces dirt ingress, enhances stiffness and positioning accuracy, and allows for efficient torque transmission, optimizing space and reducing manufacturing costs.

Implementation Method 1

planetary rolling elements having a planetary rolling element profile... inside the threaded spindle nut. The planetary rolling element profile of the planetary rolling elements meshes with the horizontal threaded spindle so that rotation of the horizontal threaded spindle causes the planetary rolling elements to rotate about their planetary rolling element axis

Methodology Applied
Scientific EffectRolling contact: Roller

Implementation Method 2

The planetary guide rings are connected to a housing case for conjoint rotation... The planetary roller screw drive converts a rotational movement into a translational movement

Methodology Applied
Scientific EffectMechanical advantage through planetary mechanism: Mechanical Advantage

Data Source

PatentUS12049944B2Planetary roller screw drive
Publication Date: 2024.07.30 SCHAEFFLER TECHNOLOGIES AG & CO KG
  • US12049944B2 patent drawing

AI summary

The disclosure relates to a planetary roller screw drive comprising a threaded spindle nut, a horizontal threaded spindle, a plurality of planetary rolling elements having a planetary rolling element profile, and at least two planetary guide rings. The threaded spindle is arranged concentrically in the planetary guide rings and the spindle nut. The planetary guide rings can be rotated relative to the threaded spindle and the planetary rolling elements are mounted so as to be rotatable about their associated planetary rolling element axis in the planetary guide rings and inside the spindle nut. The planetary rolling element profile of the planetary rolling elements meshes with the threaded spindle. The planetary guide rings are connected to a housing case for conjoint rotation, and the housing case has a housing case lateral surface on which a toothing is formed for coupling in a geared manner to with a continuous traction mechanism.