Rolling Bearing Retainer Plate Deformation Control

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Solution Overview

Problem

Existing rolling bearing units with retainer plates face issues with maintaining concentricity and preventing harmful deformation, leading to increased costs and reduced ease of handling due to the complexity of engagement protrusions and grooves, which can result in poor yield and assembly challenges.

Innovation Solution

A rolling bearing unit design featuring a retainer plate with a support hole larger than the outer diameter of the small-diameter stepped section, engagement protrusions formed by plastically deforming the retainer plate's edges to engage with an engagement groove, allowing for relative rotation without separation, and a manufacturing method that prevents deformation during processing by using a restraining jig.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Manufacturing precision

If the support hole inner diameter is made equal to the small-diameter stepped section outer diameter to maintain concentricity, then concentricity is improved, but harmful deformation occurs during engagement protrusion formation

Engineering Contradiction:
ImproveconcentricityVSAvoidharmful deformation
Core Design Contradiction:
Manufacturing precisionVSObject-affected harmful factors

Solution Approach 1:

The patent changes the dimensional parameter relationship between the support hole and small-diameter stepped section. Specifically, the support hole inner diameter is made larger than the small-diameter stepped section outer diameter, creating a deliberate gap that prevents harmful deformation during engagement protrusion formation while maintaining sufficient concentricity for proper engagement.

Inventive Principle:
Principle #35Parameter changes

2Object-affected harmful factors

If the support hole inner diameter is made larger than the small-diameter stepped section outer diameter to prevent deformation, then harmful deformation is prevented, but concentricity deteriorates

Engineering Contradiction:
Improveharmful deformationVSAvoidconcentricity
Core Design Contradiction:
Object-affected harmful factorsVSManufacturing precision

Solution Approach 1:

The patent optimizes the parameter relationship by making the support hole inner diameter larger than the small-diameter stepped section outer diameter, but controls the difference within a specific range to maintain sufficient concentricity while preventing harmful deformation.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent introduces a gap between the support hole inner diameter and small-diameter stepped section outer diameter as an intermediary space. This gap acts as a buffer that prevents direct contact and harmful deformation during engagement protrusion formation, while the overall concentricity is maintained through proper design of the engagement protrusions and grooves.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Reliability

If engagement protrusions are formed by plastically deforming the retainer plate edge, then secure engagement is achieved, but harmful deformation occurs during processing

Engineering Contradiction:
Improveengagement securityVSAvoidharmful deformation
Core Design Contradiction:
ReliabilityVSObject-affected harmful factors

Solution Approach 1:

The patent uses the gap between the support hole inner diameter and small-diameter stepped section outer diameter as an intermediary buffer. This gap prevents the plastic deformation forces applied during engagement protrusion formation from transmitting harmful stresses to the outer ring, while still allowing secure engagement to be achieved.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent changes the dimensional parameters to create a gap that isolates the outer ring from harmful deformation forces during engagement protrusion formation, while maintaining the structural integrity and engagement security of the overall assembly.

Inventive Principle:
Principle #35Parameter changes

4Reliability

If the retainer plate and outer ring are tightly fitted to prevent separation, then separation is prevented, but harmful deformation occurs during engagement protrusion formation

Engineering Contradiction:
Improveconnection strengthVSAvoidharmful deformation
Core Design Contradiction:
ReliabilityVSObject-affected harmful factors

Solution Approach 1:

The patent changes the dimensional relationship to create a controlled gap between the support hole and small-diameter stepped section, which prevents harmful deformation during engagement protrusion formation while maintaining sufficient connection strength through the engagement protrusions and grooves.

Inventive Principle:
Principle #35Parameter changes

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 enhances the yield of the rolling bearing unit by preventing harmful deformation, maintaining concentricity, and reducing manufacturing and assembly costs by simplifying the assembly process and handling, while ensuring secure engagement between the retainer plate and outer ring.

Implementation Method 1

engagement protrusions that are formed by plastically deforming parts of the circumferential edges of large-diameter sections

Methodology Applied
Scientific EffectPlastic deformation: Plasticity

Data Source

PatentEP2853762B1Rolling bearing unit with mounting plate, and method for manufacturing same
Publication Date: 2018.01.03 NSK LTD
  • EP2853762B1 patent drawingFigure 1
  • EP2853762B1 patent drawingFigure 2
  • EP2853762B1 patent drawingFigure 3

AI summary

When assembling an outer ring into a rolling bearing unit with a retainer plate, a retainer plate 7a in which large-diameter sections 21 are provided at plural locations in the circumferential direction of a support hole 13a is used, and with a small-diameter stepped section 9a of the outer ring 5a fitted inside this support hole 13a, a punch 23 presses parts of the circumferential edges of the large-diameter sections 21 of the side surface in the axial direction of the retainer plate 7a toward a step surface that exists between the outer-circumferential surface of the outer ring 5a and the base section in the axial direction of the small-diameter stepped section 9a and plastically deforms the parts of the circumferential edges of the large-diameter sections inward in the radial direction to form engagement protrusions, while at the same time, the engagement protrusions are engaged with an engagement groove 12a that is formed around the outer-circumferential surface of the small-diameter stepped section 9a.