Shaft-Expanding Frustoconical Lock for Backlash-Free Torque Transmission

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Solution Overview

Problem

Existing methods for connecting a shaft to a hub, wheel, or crank often introduce backlash, require tight tolerances, or are not durable, and lack efficiency in transmitting torque under various load conditions.

Innovation Solution

A shaft-expanding cone lock with a frustoconical component that tightens axially into the shaft, expanding it outward to create a strong friction fit with the mating piece, allowing torque transmission without backlash and supporting overhung loads and axial forces, while being compact and lightweight.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Strength

If a tight press fit is used to connect shaft to mating piece, then connection strength is improved, but manufacturing complexity increases due to tight tolerance control requirements

Engineering Contradiction:
Improveconnection strengthVSAvoidtolerance control
Core Design Contradiction:
StrengthVSManufacturing precision

Solution Approach 1:

The invention changes the physical state of the shaft material through controlled thermal expansion (heating) to increase its diameter, enabling a interference fit connection. By temporarily altering the thermal parameter of the shaft, the connection achieves high strength without requiring tight manufacturing tolerances on the cold-fit dimensions.

Inventive Principle:
Principle #35Parameter changes

2Strength

If thermal expansion method is used to join shaft to mating piece, then connection strength is improved, but difficulty of separation increases

Engineering Contradiction:
Improveconnection strengthVSAvoiddifficulty of separation
Core Design Contradiction:
StrengthVSEase of repair

Solution Approach 1:

The invention applies preliminary thermal expansion to the shaft before assembly, creating the interference fit condition only during the assembly process. After cooling, the shaft returns to its original dimensions, maintaining the strong connection during operation but allowing for potential disassembly by reapplying heat, thus preserving ease of repair while achieving strong connection.

Inventive Principle:
Principle #10Preliminary action

3Ease of manufacture

If conventional locking methods are used, then ease of manufacture is improved, but backlash is introduced into the connection

Engineering Contradiction:
Improveease of manufactureVSAvoidbacklash
Core Design Contradiction:
Ease of manufactureVSReliability

Solution Approach 1:

The invention uses thermal expansion to create a precise interference fit that eliminates backlash. By temporarily increasing the shaft diameter through heating, the connection achieves zero-clearance engagement with the mating piece, removing backlash without requiring complex mechanical locking mechanisms.

Inventive Principle:
Principle #35Parameter changes

4Strength

If cryogenic cooling is used to slip-fit shaft into interference hole, then connection strength is improved, but device complexity increases

Engineering Contradiction:
Improveconnection strengthVSAvoiddevice complexity
Core Design Contradiction:
StrengthVSDevice complexity

Solution Approach 1:

Instead of cooling the shaft to shrink it for assembly (cryogenic method), the invention inverts the approach by heating the shaft to expand it for assembly. This reversed thermal approach achieves the same interference fit effect but with simpler equipment requirements, as heating can be accomplished with conventional ovens or induction heaters rather than complex cryogenic systems.

Inventive Principle:
Principle #13The other way round (Inversion)

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 shaft-expanding cone lock provides a reliable, backlash-free connection that supports torque transmission and axial forces, is compact, and can be easily removed, making it suitable for space-constrained applications with reduced material usage and weight compared to other methods.

Implementation Method 1

tightening the connector by drawing the rings together in axial direction. As the rings are drawn together, the inner ring clamps against the shaft and the outer ring against an inner surface of the hub

Methodology Applied
Scientific EffectFriction: Friction

Implementation Method 2

The shaft-expanding cone lock comprises a cone piece having a first frustoconical surface; and a shaft having: an end face defining an opening of a hole in the shaft; a wall around said hole; a second frustoconical surface that defines an inner surface of the wall, the second frustoconical surface configured to engage with the first frustoconical surface

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentUS10240640B2Shaft-expanding frustoconical lock
Publication Date: 2019.03.26 BIONIC POWER
  • US10240640B2 patent drawing
  • US10240640B2 patent drawing

AI summary

A cone piece is tightened into a compatibly shaped hole in the end of a shaft. As the cone piece is tightened, it forces the shaft to expand outwards. As the shaft expands, it creates or increases pressure against a hub, wheel, crank or other mating piece that is positioned on the shaft, locking it into place.