Integrated Spindle Nut Clutch for Compact Overload Protection

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Solution Overview

Problem

Conventional spindle drives in electric presses face challenges with peak forces during end-contact or collision travel, leading to potential damage, and existing overload clutches require significant installation space and have limitations in disengagement and re-engagement mechanisms.

Innovation Solution

A spindle drive with an integrated rotary overload clutch, where the spindle nut is part of the clutch system and housed within the spindle drive, allowing torque transmission only up to a defined overload torque, and featuring a compact design with radial and axial bearings for supporting the spindle nut, enabling efficient force transmission without excessive space requirements.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If conventional overload clutches are used to limit peak forces, then protection against damage is improved, but installation space and device complexity increase

Engineering Contradiction:
Improveprotection against damageVSAvoidinstallation space
Core Design Contradiction:
ReliabilityVSVolume of stationary object

Solution Approach 1:

The patent combines the overload clutch function directly into the spindle nut structure. The clutch elements are integrated with the thread groove and nut body, eliminating the need for separate clutch housings and mounting space. This merging approach maintains damage protection while significantly reducing installation space requirements.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The spindle nut is designed to serve multiple functions simultaneously: it provides the threading mechanism for linear motion conversion, supports radial and axial loads through integrated bearings, and incorporates the overload protection function through integrated clutch elements. This multi-functionality reduces the number of separate components and overall device complexity.

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

2Reliability

If linear overload clutches are used, then protection against peak forces is improved, but overall length and disengagement stroke are excessively large

Engineering Contradiction:
Improveprotection against peak forcesVSAvoidoverall length
Core Design Contradiction:
ReliabilityVSLength of moving object

Solution Approach 1:

Instead of using a linear clutch arrangement where clutch elements move axially over long distances, the patent inverts the approach by using a rotary clutch mechanism within the spindle nut. The clutch elements engage and disengage through rotational movement rather than linear displacement, dramatically reducing the overall length and disengagement stroke while maintaining protection functionality.

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

3Force

If torque is introduced into the spindle nut, then linear force transmission is improved, but anti-rotation safeguards and radial bearings are required

Engineering Contradiction:
Improvelinear force transmissionVSAvoidanti-rotation safeguard
Core Design Contradiction:
ForceVSDevice complexity

Solution Approach 1:

The patent merges the anti-rotation function with the clutch mechanism itself. The clutch elements are positioned and configured to prevent rotational movement of the spindle nut relative to the spindle, eliminating the need for separate anti-rotation safeguards. The same clutch elements that provide overload protection also serve as the anti-rotation mechanism.

Inventive Principle:
Principle #5Merging (Combining)

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 solution effectively limits peak forces during end-contact or collision travel, maintains high linear force transmission, and reduces the overall length and mass moment of inertia, allowing for compact installation and reduced wear, while enabling precise control of disengagement forces.

Implementation Method 1

a radial bearing for supporting the spindle nut in the housing in the radial direction

Methodology Applied
Scientific EffectBall bearing: Ball Bearing

Implementation Method 2

an axial bearing for supporting the spindle nut in the housing in the axial direction

Methodology Applied
Scientific EffectAxial bearing:

Implementation Method 3

Spring-loaded latching elements in the form of balls, cones or cylinders transmit the forces via correspondingly designed shaped grooves

Methodology Applied
Scientific EffectSpring-loaded pressure elements: Spring

Implementation Method 4

Power transmission between the spindle and the spindle nut takes place directly via the flanks of the thread grooves in the form of sliding friction

Methodology Applied
Scientific EffectFriction: Friction

Implementation Method 5

the spindle and the spindle nut are connected to one another via one or more threads

Methodology Applied
Scientific EffectThreaded mechanism: Screw

Data Source

PatentUS11801652B2Press with spindle drive
Publication Date: 2023.10.31 GEBR SCHMIDT FAB FUER FEINMECHANIK GMBH & CO KG
  • US11801652B2 patent drawing
  • US11801652B2 patent drawing
  • US11801652B2 patent drawing

AI summary

A spindle drive having a spindle, a spindle nut which is arranged on the spindle, a housing which surrounds the spindle nut, and an overload clutch which is arranged in the housing. The spindle nut and the housing are connected to one another via the overload clutch. The overload clutch is set up to disconnect the spindle nut from the housing in a torque-free manner if a defined overload torque which acts between the spindle nut and the housing is exceeded.