Split Sleeve Bearing Mounting Mechanism for Precise Axial Control

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Solution Overview

Problem

Existing bearing mounting and dismounting mechanisms face challenges in achieving precise axial movement for proper tightening without over-tightening, leading to reduced bearing clearance and potential damage during disassembly, especially when space or access is limited.

Innovation Solution

A concentric locking mechanism using a split sleeve with a receptive flange and positioning flange, where screws drive the sleeve into and out of engagement with the bearing, allowing for controlled torque application and easy installation and removal on the same side, minimizing raceway distortion and ensuring proper clearance.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a nut and washer locking mechanism with tapered sleeve is used, then the bearing can be secured to the shaft, but it is difficult to remove the bearing without damaging the shaft

Engineering Contradiction:
Improvebearing securementVSAvoidbearing removal
Core Design Contradiction:
ReliabilityVSEase of repair

Solution Approach 1:

The locking mechanism is divided into two separate functional components: a locking mechanism for securing the bearing to the shaft, and a separate retrieval mechanism for removing the bearing. The retrieval mechanism includes a retrieval feature that extends through the bearing and shaft, allowing the bearing to be pulled off the shaft without damaging either component.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

A retrieval feature acts as an intermediary element that extends through both the bearing and the shaft. This intermediary component provides a means to apply removal force during bearing retrieval, enabling easy removal without damaging the shaft or bearing while maintaining secure operation during use.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Ease of operation

If multiple tapered sleeves and nuts are used for mounting and dismounting, then the bearing can be installed and removed, but the device complexity increases

Engineering Contradiction:
Improvebearing installation and removalVSAvoidnumber of components
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The locking mechanism and retrieval mechanism are merged into a single integrated bearing assembly. The retrieval feature is incorporated within the bearing structure itself, eliminating the need for separate mounting and dismounting tools or components. This integration maintains ease of operation while reducing overall device complexity.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The bearing assembly is designed with multi-functionality, where the same structure serves both as the load-bearing component and as the retrieval mechanism. The retrieval feature embedded in the bearing allows the bearing to function both as a mechanical support element and as a self-contained removal tool, eliminating the need for separate mounting and dismounting hardware.

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

3Ease of manufacture

If manual tightening methods are used, then installation is simple, but the axial movement precision and bearing clearance control are poor

Engineering Contradiction:
Improveinstallation simplicityVSAvoidaxial movement precision
Core Design Contradiction:
Ease of manufactureVSManufacturing precision

Solution Approach 1:

The manual tightening process is replaced with a controlled mechanical expansion system. The bearing assembly includes an expansion mechanism that applies precise axial force to expand the bearing bore, ensuring consistent interference fit with the shaft. This mechanical system provides repeatable precision while maintaining ease of installation through automated or semi-automated processes.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

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

This solution ensures precise and repeatable bearing installation and removal, maintaining internal clearance and preventing damage to shafts, while allowing for efficient use of space and reducing variability in user installation methods.

Implementation Method 1

A screw is rotated in a first direction to drive the split sleeve into engagement with the bearing

Methodology Applied
Scientific EffectScrew mechanism: Screw

Implementation Method 2

the split sleeve into engagement with the shaft as it collapses

Methodology Applied
Scientific EffectElastic deformation: Elasticity

Data Source

PatentUS8746984B2Mechanism for mounting and dismounting bearing
Publication Date: 2014.06.10 REGAL BELOIT AMERICA INC
  • US8746984B2 patent drawing
  • US8746984B2 patent drawing
  • US8746984B2 patent drawing

AI summary

A mechanism and method for locking a bearing to a shaft includes a split sleeve and a receptive flange adapted to be fixed to the bearing. A positioning flange is coupled to the split sleeve. A screw extends through the positioning flange and threadingly engages the receptive flange. Rotation of the screw in a first direction axially drives the sleeve into engagement with the bearing to collapse the split sleeve into engagement with the shaft.