Split Sleeve Interference Fit for Inaccessible Shaft Assembly

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Solution Overview

Problem

Existing methods for securing a sleeve onto a shaft in applications where the shaft end is not accessible are inefficient due to the need for machining, connectors, or welding, and often result in vibration or damage from temperature cycling and lateral movement.

Innovation Solution

A split sleeve apparatus comprising two arcuate portions with fingers and dowel rods that expand and contract to create an interference fit on the shaft without additional connectors or machining, allowing assembly on a mid-portion of the shaft.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If a one-piece sleeve is heated and shrunk onto a shaft, then the sleeve creates an effective interference fit without connectors, but the sleeve can only be installed on accessible shaft ends

Engineering Contradiction:
Improvesleeve installation accessibilityVSAvoidshaft position coverage
Core Design Contradiction:
Ease of operationVSAdaptability or versatility

Solution Approach 1:

The sleeve is divided into two separate arcuate portions that can be independently heated and assembled. Each portion can be installed on accessible locations, allowing the sleeve to be assembled on mid-portion of shafts where the end is not accessible. The two portions are then joined together to form a complete cylindrical sleeve.

Inventive Principle:
Principle #1Segmentation

2Ease of operation

If two-piece sleeve halves are heated and overlapped onto a shaft, then the sleeve can be assembled on mid-portion of shaft, but machining is required in the field which is costly and time consuming

Engineering Contradiction:
Improveshaft assembly accessibilityVSAvoidfield machining time
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The two arcuate portions are pre-formed with complementary fingers and recesses that automatically align when assembled on the shaft. The fingers engage with recesses to provide self-alignment, eliminating the need for field machining to achieve proper alignment and fit.

Inventive Principle:
Principle #10Preliminary action

3Ease of operation

If two-piece sleeve halves are welded together, then the sleeve can be assembled on mid-portion of shaft, but the finish on the sleeve is compromised and machining is required

Engineering Contradiction:
Improveshaft assembly accessibilityVSAvoidsleeve outer diameter finish
Core Design Contradiction:
Ease of operationVSManufacturing precision

Solution Approach 1:

The complementary fingers and recesses are pre-formed during manufacturing with precise dimensions and finishes. When assembled on the shaft, these pre-formed features automatically align the two portions without requiring field machining, preserving the sleeve's outer diameter finish.

Inventive Principle:
Principle #10Preliminary action

4Reliability

If set screws are used to secure the sleeve on the shaft, then the sleeve can be locked in position, but the set screws vibrate loose or shear in operating environments with temperature cycling and lateral movement

Engineering Contradiction:
Improvesleeve positioning stabilityVSAvoidshaft damage from vibrating set screws
Core Design Contradiction:
ReliabilityVSObject-generated harmful factors

Solution Approach 1:

The design eliminates set screws and other connectors by using a pure interference fit mechanism. The two arcuate portions are heated to expand, installed on the shaft, then cooled to shrink and create a secure interference fit. The complementary fingers and recesses provide mechanical interlocking without requiring additional fasteners, removing the source of vibration and shaft damage.

Inventive Principle:
Principle #2Taking out (Extraction)

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

Enables secure and efficient assembly of a sleeve onto a shaft without disassembling machinery, reducing costs and time by eliminating the need for machining and connectors, while providing a durable interference fit.

Implementation Method 1

The first and second arcuate portions are fabricated from a material having heat expansion characteristics that allow the material to expand upon being heated and to contract upon being cooled

Methodology Applied
Scientific EffectThermal expansion: Thermal Expansion

Implementation Method 2

Once the sleeve is properly positioned, the sleeve is allowed to cool, thereby shrinking the sleeve onto the shaft and creating an interference fit with the shaft

Methodology Applied
Scientific EffectThermal contraction: Thermal Contraction

Data Source

PatentUS11703086B2Apparatus and method for assembling a split sleeve onto a shaft
Publication Date: 2023.07.18 HYDROTECH INC
  • US11703086B2 patent drawing
  • US11703086B2 patent drawing
  • US11703086B2 patent drawing

AI summary

An apparatus and method for assembling a split sleeve onto a shaft. The split sleeve apparatus provides a first and second arcuate portion with each having a partial cylindrical configuration. The first and second arcuate portions have at least one finger extending circumferentially outward from their opposing ends. The at least one finger from each of the first and second arcuate portions complementarily engage one another to form a continuous cylinder. At least one aperture extends longitudinally through the at least one finger of the first and second arcuate portions. A dowel rod extends through the at least one aperture for connecting the first and second arcuate portions to form the cylinder. The first and second arcuate portions are fabricated from a material having heat expansion characteristics that allow the material to expand when heated during assembly and to contract when cooled creating an interference fit with the shaft.