Retaining Ring Forming Under Constraint for Precise Tube Installation

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Solution Overview

Problem

Conventional methods for assembling retaining rings are labor-intensive due to variations in dimensions, detangling, aligning, and loading, and require precise escapement and gripper alignment, with the rings often losing flatness, roundness, and orientation during material handling.

Innovation Solution

A system and method for on-demand forming and installing retaining rings by feeding a wire into a forming die, transferring the formed ring to a transfer puck, and installing it into a product assembly while maintaining the ring in a constrained state, using a forming die and tubular die with a roller mandrel to shape and align the ring.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If retaining rings are manufactured separately and handled in an unconstrained state, then they can be stored and transported, but dimension variations occur and labor-intensive detangling and realignment are required

Engineering Contradiction:
ImproveSeparate manufacturing capabilityVSAvoidDimensional consistency
Core Design Contradiction:
Ease of manufactureVSManufacturing precision

Solution Approach 1:

The system pre-forms retaining rings in a constrained state within the forming die, maintaining their dimensional integrity through the entire handling process. The formed ring is transferred while still constrained to the forming die, eliminating subsequent realignment needs and preserving manufacturing precision throughout the process.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The forming die serves as an intermediary constraint that maintains the retaining ring's dimensional stability during transfer. The die's internal geometry provides continuous support and alignment, acting as a mediator between manufacturing and installation while preventing dimension variations.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Productivity

If automated singulation and alignment of retaining rings is implemented, then productivity increases, but precise escapement and gripper alignment are required for unconstrained rings

Engineering Contradiction:
ImproveAutomated handling capabilityVSAvoidAlignment precision requirements
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system performs alignment preliminarily by maintaining the ring in a constrained state within the forming die throughout the transfer process. This pre-alignment eliminates the need for complex escapement mechanisms and gripper alignment systems, as the ring remains naturally aligned via the die's internal geometry.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The forming die acts as a permanent intermediary constraint during transfer, replacing the need for complex automated alignment devices. The die's geometry provides continuous positional reference, simplifying the transfer mechanism and reducing device complexity while maintaining productivity.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Ease of operation

If retaining rings are handled in an unconstrained state, then material handling is simplified, but flatness, roundness and orientation must be reestablished during handling

Engineering Contradiction:
ImproveMaterial handling simplicityVSAvoidGeometric integrity
Core Design Contradiction:
Ease of operationVSManufacturing precision

Solution Approach 1:

The system establishes and maintains geometric integrity preliminarily by keeping the ring constrained within the forming die throughout the entire transfer process. This continuous constraint eliminates the need for subsequent realignment operations while maintaining ease of handling through the automated transfer mechanism.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The forming die serves as a persistent intermediary that maintains geometric integrity during handling. By providing continuous internal support and constraint, the die simplifies handling operations while preventing loss of flatness, roundness, and orientation that would otherwise require reestablishment.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Productivity

If on-demand forming and installation is implemented, then labor is reduced and efficiency improves, but continuous constraint maintenance is required

Engineering Contradiction:
ImproveAssembly efficiencyVSAvoidConstraint system requirements
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system merges the forming die's constraint function with the transfer mechanism, so the same die that forms the ring also maintains its constraint during transfer and installation. This integration reduces overall device complexity while enabling on-demand forming and installation that improves productivity.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The forming die performs multiple functions: it forms the retaining ring, maintains its geometric integrity during transfer, and facilitates installation. This multi-functionality reduces the need for separate constraint mechanisms, lowering device complexity while maintaining the productivity benefits of on-demand processing.

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

Data Source

PatentEP4368310A1Method and system for on-demand retaining ring forming and installation
Publication Date: 2024.05.15 BEIJING WEST IND CO LTD
  • EP4368310A1 patent drawingFigure 1
  • EP4368310A1 patent drawingFigure 2
  • EP4368310A1 patent drawingFigure 3~4B

AI summary

A method for forming and installing a retaining ring comprises: feeding a wire in a linear path into a forming die having a circular bore; forming, using the forming die, the wire into a formed ring having a ring shape; transferring the formed ring from the forming die to a transfer puck; and installing the formed ring, as a retaining ring, in a tube of a product assembly. The formed ring is maintained in a constrained state between forming in the forming die and installation in the product assembly. A system for forming and installing a retaining ring into a product assembly includes a forming die configured to form a wire into a formed ring having a ring shape; and a transfer puck to transfer the formed ring from the forming die. The formed ring is maintained in a constrained state from forming through installation.