Split Ferrule Non-Circular Opening Watch Balance Shaft Fixation

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Solution Overview

Problem

Existing ferrule designs for high-precision watch movements, particularly those made from materials like silicon, quartz, or diamond, face challenges in securely fixing balance springs without exceeding the elastic limit, leading to fragility and unbalance due to lack of plastic deformation and insufficient elasticity.

Innovation Solution

A split ferrule with a non-circular central opening that features symmetrical support parts and arms, optimized through digital simulations to distribute stress evenly and maintain balance, allowing for secure fixation of balance shafts without plastic deformation, suitable for materials without a plastic deformation domain.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Force

If the opening diameter is made smaller than the shaft diameter to ensure good holding, then the holding torque is improved, but the ferrule becomes fragile and prone to breakage due to excessive stress in brittle materials

Engineering Contradiction:
Improveholding torqueVSAvoidfragility
Core Design Contradiction:
ForceVSReliability

Solution Approach 1:

The ferrule is divided into two symmetrical halves separated by a longitudinal elasticity slot, allowing each half to deform independently and accommodate the shaft while distributing stress evenly, preventing localized stress concentration that would cause breakage in brittle materials

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The opening contour is designed as non-circular with symmetrical support parts that have different geometries relative to the elasticity slot, optimizing the distribution of elastic deformation and stress across the two halves to accommodate shaft diameter variations without exceeding material elastic limits

Inventive Principle:
Principle #4Asymmetry

2Strength

If the ferrule is made massive and rigid to ensure structural strength, then the strength is improved, but the amplitude of elastic deformation is limited making the ferrule more fragile

Engineering Contradiction:
Improvestructural strengthVSAvoidelastic deformation capacity
Core Design Contradiction:
StrengthVSStability of the object's composition

Solution Approach 1:

The longitudinal elasticity slot divides the ferrule into two flexible halves that can deform independently, providing the necessary elastic deformation capacity to accommodate shafts within the tolerance interval while maintaining overall structural integrity through the symmetrical design

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The ferrule halves are designed as thin-walled flexible structures that can elastically deform to accommodate the shaft, replacing the need for massive rigid construction and enabling brittle materials like silicon to achieve both strength and flexibility

Inventive Principle:
Principle #30Flexible shells and thin films

3Ease of manufacture

If a circular opening is used for the balance staff, then the manufacturing is simplified, but the ferrule causes unbalance and has limited adaptability to different shaft diameters

Engineering Contradiction:
Improvemanufacturing simplicityVSAvoidadaptability to different shaft diameters
Core Design Contradiction:
Ease of manufactureVSAdaptability or versatility

Solution Approach 1:

The non-circular opening contour with symmetrical support parts provides optimized contact geometry for balancing the balance staff, while the elasticity slot allows the opening to effectively adapt to different shaft diameters within the tolerance interval through elastic deformation of the two halves

Inventive Principle:
Principle #4Asymmetry

Solution Approach 2:

The opening geometry dynamically adapts to different shaft diameters through elastic deformation of the ferrule halves, allowing the same ferrule design to accommodate a range of shaft sizes while maintaining proper balance and contact

Inventive Principle:
Principle #15Dynamics

4Force

If the opening diameter is made smaller to improve holding torque, then the rotational torque is improved, but the tolerance range for shaft diameters is reduced

Engineering Contradiction:
Improverotational torqueVSAvoidtolerance range
Core Design Contradiction:
ForceVSAdaptability or versatility

Solution Approach 1:

The elasticity slot enables the opening parameters to dynamically change through elastic deformation of the ferrule halves, allowing the effective opening diameter to adapt to shaft diameter variations while maintaining adequate holding torque across the tolerance interval

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

The ferrule design ensures adequate rotational torque and prevents unbalance, maintaining structural integrity and functionality across a range of axis diameters within a desired tolerance interval, reducing the risk of breakage and enhancing robustness.

Implementation Method 1

the diameter of the opening intended to receive the balance staff is smaller than the diameter of the balance staff, so as to ensure good holding of the staff after driving. This difference in diameter is generally absorbed at least in part by plastic deformation of the collet material.

Methodology Applied
Scientific EffectElastic deformation: Elasticity

Implementation Method 2

optimized through digital simulations to distribute stress evenly and maintain balance, allowing for secure fixation of balance shafts without plastic deformation

Methodology Applied
Scientific EffectStress distribution:

Implementation Method 3

ensures adequate rotational torque and prevents unbalance

Methodology Applied
Scientific EffectFriction: Friction

Implementation Method 4

adequate rotational holding torque

Methodology Applied
Scientific EffectNormal force: Force

Data Source

PatentEP3623876B1Split collar with non-circular opening
Publication Date: 2024.11.13 ROLEX SA
  • EP3623876B1 patent drawingFigure 1~2
  • EP3623876B1 patent drawingFigure 3~4
  • EP3623876B1 patent drawingFigure 5~6

AI summary

The invention relates to a slotted ferrule having a non-circular central opening (2) for receiving a balance staff. The slotted ferrule comprises a slot (1). The contour (3) of the central opening (2) has more than two but limited number of bearing portions (4, 5, 12, 14, 15) for cooperating with said balance staff. At least two bearing portions (4, 5 or 14, 15) are located on arms (6, 7 or 27, 28), and the ferrule includes recesses (23, 24, 25, 26) between the arms and the adjacent portion of the arms.