Planetary Roller Screw with Split Nut Preload and Zero Backlash

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Solution Overview

Problem

Existing planetary rolling screw drives are complex and require significant space, making them costly and inefficient for automotive applications such as rear-axle and front-axle steering actuators, where space-saving and cost-effectiveness are critical.

Innovation Solution

A simplified planetary rolling screw drive design featuring axially divided nut parts with coordinated radial play, integrated planetary rollers, and a rotary-driven carrier with adjustable axial preload, eliminating the need for additional components within the carrier for pretensioning, and utilizing support bearings for efficient force transmission.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If conventional planetary roller screw drives are used with preloaded nut components, then zero backlash is achieved, but the device complexity and installation space increase due to additional components like spacers or screw sleeves

Engineering Contradiction:
Improvezero backlashVSAvoidadditional components
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent merges the functions of multiple separate components (nut components, spacers, or screw sleeves) into an integrated nut structure where the nut body itself provides the preload mechanism through its geometric design and arrangement on the threaded spindle, eliminating the need for additional pretensioning components within the planetary roller carrier

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The nut structure serves multiple functions simultaneously: it provides the bearing surface for planetary rollers, maintains zero backlash through its geometric configuration on the threaded spindle, and integrates the preload function directly into its structure, making it a multi-functional component that replaces several separate parts

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

2Reliability

If conventional planetary roller screw drives with multiple components are used, then precise preload is achieved, but the installation space within the planetary roller carrier increases

Engineering Contradiction:
Improveprecise preloadVSAvoidinstallation space
Core Design Contradiction:
ReliabilityVSVolume of stationary object

Solution Approach 1:

The patent combines the preload mechanism and nut structure into a single integrated component that mounts directly on the threaded spindle, eliminating the need for separate spacers or screw sleeves within the planetary roller carrier, thereby reducing the installation space while maintaining precise preload capability

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The patent utilizes the axial dimension of the threaded spindle more efficiently by positioning the nut components at specific axial locations that naturally provide the required preload, eliminating the need for radial or circumferential space-consuming components within the planetary roller carrier

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

3Reliability

If conventional planetary roller screw drives are used, then zero backlash is achieved, but the manufacturing cost increases due to complex assembly requirements

Engineering Contradiction:
Improvezero backlashVSAvoidmanufacturing cost
Core Design Contradiction:
ReliabilityVSEase of manufacture

Solution Approach 1:

The patent integrates the preload function directly into the nut structure, eliminating the need for separate pretensioning components and their complex assembly procedures, thereby reducing manufacturing complexity and cost while maintaining zero backlash performance

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The nut structure is designed with preliminary geometric features that automatically provide the required preload and zero backlash conditions upon installation, eliminating the need for complex adjustment and assembly procedures required by conventional designs with separate spacers or screw sleeves

Inventive Principle:
Principle #10Preliminary action

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 design reduces installation space, minimizes component mass, and ensures precise axial preload without additional components, maintaining true pitch and reducing axial play, making it suitable for space-constrained automotive applications.

Implementation Method 1

planetary roller screw drive that converts a rotational movement into a translational movement

Methodology Applied
Scientific EffectMechanical Advantage: Mechanical Advantage

Implementation Method 2

planetary rollers arranged between the threaded spindle and the nut... the planetary rollers roll on the threaded spindle and the nut

Methodology Applied
Scientific EffectRolling: Roller

Data Source

PatentEP4103862B1Planetary roller screw
Publication Date: 2024.04.10 SCHAEFFLER TECHNOLOGIES AG & CO KG
  • EP4103862B1 patent drawingFigure 1~2
  • EP4103862B1 patent drawingFigure 3~5

AI summary

The invention relates to a planetary roller screw having: a nut (2) which is arranged on a threaded spindle (1) and is divided crosswise to the spindle axis into two nut parts (3); planetary rollers (3) arranged between the threaded spindle (1) and the nut (2) distributed over the circumference, which planetary rollers intermesh with the nut parts (3) and with the threaded spindle (1); a rotatingly driven planetary roller carrier (8) arranged on the threaded spindle (1), in pockets (9) of which, arranged distributed over the circumference, the planetary rollers (4) are mounted, held at a distance in the circumferential direction, so as to be rotatable about the planetary roller axis; and a housing (13) in which the planetary roller carrier (8) is rotatably mounted. A pre-loading device (19) is provided in order to adjust an axial pre-load between the housing (13) and the planetary rollers (4).