Roller Screw Planet Holding Contours for Easier Assembly

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Solution Overview

Problem

Existing roller screw drives face challenges in assembly and disassembly complexity, requiring significant space and force due to the interaction of planets with guide rings and centering discs, which complicates the conversion of rotation into linear movement.

Innovation Solution

A planetary roller gear design with separate assembly and operating holding contours for planets, allowing radial displacement between assembly and operating positions, simplifying assembly and disassembly without increasing space requirements.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If planets are held in guide rings or centering discs with single holding position, then the structure is simpler, but assembly and disassembly become complex requiring significant space and force

Engineering Contradiction:
Improveassembly and disassembly easeVSAvoidholding contour structure
Core Design Contradiction:
Ease of manufactureVSDevice complexity

Solution Approach 1:

The holding contour is segmented into two distinct functional parts: an assembly holding contour for simplified installation and a operating holding contour for functional operation. This segmentation allows the planet to be held in different positions for different phases of the device lifecycle, resolving the contradiction between assembly ease and structural complexity.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The holding contour transitions from a static single-position design to a dynamic multi-position design. The planet can be radially displaced between the assembly holding contour and the operating holding contour, allowing the structure to adapt to different operational requirements without increasing overall complexity.

Inventive Principle:
Principle #15Dynamics

2Ease of operation

If planets are held in fixed positions in guide rings, then the guide ring structure is simpler, but assembly requires significant space and force

Engineering Contradiction:
Improveassembly processVSAvoidassembly force
Core Design Contradiction:
Ease of operationVSForce

Solution Approach 1:

The planet is preliminarily positioned in the assembly holding contour during the assembly process, which is designed to facilitate easy insertion with minimal force. This preliminary positioning allows the planet to be installed without requiring significant assembly force, and only after assembly is complete does the planet transition to the operating holding contour.

Inventive Principle:
Principle #10Preliminary action

3Manufacturing precision

If separate guide rings are used for each planet, then planet positioning is more precise, but the overall device complexity increases

Engineering Contradiction:
Improveplanet positioning precisionVSAvoidguide ring system
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

Multiple guide rings are merged into a single integrated guide ring structure that contains both the assembly holding contour and the operating holding contour. This merging maintains the precision of individual planet positioning while reducing the overall number of components and simplifying the guide ring system.

Inventive Principle:
Principle #5Merging (Combining)

Data Source

PatentUS20260071668A1Roller screw drive and method for assembling a roller screw drive
Publication Date: 2026.03.12 SCHAEFFLER TECHNOLOGIES AG & CO KG
  • US20260071668A1 patent drawing
  • US20260071668A1 patent drawing
  • US20260071668A1 patent drawing

AI summary

A roller screw drive, in particular in the form of a planetary roller gear, a roller screw drive or an inverse roller screw drive, including a threaded spindle with an external thread, a plurality of planets, and a spindle nut with an internal profile. Each planet has a profiled central section, which engages in the external thread of the spindle nut, and two equally profiled side sections which are thinner than the central section, which side sections each mesh with a section of the internal profile of the spindle nut. End sections of each planet adjoining the side sections are held in recesses of separate guide discs. Each recess for holding the planet has an assembly holding contour and an operating holding contour separated therefrom.