Spring Retainer Sleeve for Secure Rotating Tool Shank Locking

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Current retainer designs for cutting tools in earth working, mining, and construction applications allow excessive axial movement, leading to tools coming out of the holder, bending, or breaking, and wear out prematurely due to improper contact with the rotating tool shank.

Innovation Solution

A retainer sleeve with a longitudinal external tab engaging an internal recessed groove of a cutting bit holder and two internal radial tabs engaging a recessed groove in a rotating tool shank, made of compressible material like 1070 or 65 Mn spring steel, to prevent axial movement and secure the tool during operation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If the force to install the tool with the retainer is increased to prevent tool removal, then the tool security improves, but the installation difficulty increases

Engineering Contradiction:
Improvetool securityVSAvoidinstallation difficulty
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The retainer is designed with spring pressure providing dynamic, elastic force that automatically adjusts to secure the tool. The spring mechanism allows the retainer to exert continuous radial pressure on the tool shank while accommodating installation variations, eliminating the need for excessive installation force while maintaining secure tool retention throughout operation.

Inventive Principle:
Principle #15Dynamics

2Stability of the object's composition

If the retainer contacts the shank at the top to secure the tool, then the tool stability improves, but the retainer wear increases

Engineering Contradiction:
Improvetool stabilityVSAvoidretainer lifespan
Core Design Contradiction:
Stability of the object's compositionVSDuration of action of stationary object

Solution Approach 1:

The retainer applies localized radial pressure at multiple contact points around the tool shank rather than concentrating force at the top. This distributes the mechanical stress across the retainer surface, preventing localized thinning and wear while maintaining tool stability through uniform radial constraint.

Inventive Principle:
Principle #3Local quality

3Ease of operation

If the retainer allows tool movement to facilitate installation, then the installation ease improves, but the tool may come out causing bending or breaking

Engineering Contradiction:
Improveinstallation easeVSAvoidtool retention
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The spring-pressurized retainer provides dynamic elastic force that allows controlled movement during installation while automatically securing the tool in its final position. The spring mechanism accommodates installation variations and tool positioning adjustments, then maintains constant radial pressure to prevent tool removal during operation, eliminating both excessive installation force and tool retention failures.

Inventive Principle:
Principle #15Dynamics

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 prevents tools from coming out of the holder, reduces wear, and facilitates easier installation by exerting spring pressure and limiting axial movement, thus enhancing tool stability and longevity.

Implementation Method 1

made of compressible material like 1070 or 65 Mn spring steel, to prevent axial movement and secure the tool during operation

Methodology Applied
Scientific EffectSpring pressure: Spring

Implementation Method 2

The cylindrical retainer sleeve is made of a compressible material

Methodology Applied
Scientific EffectElasticity: Elasticity

Data Source

PatentUS11719098B2Tool retainer
Publication Date: 2023.08.08 KENNAMETAL INC
  • US11719098B2 patent drawing
  • US11719098B2 patent drawing

AI summary

A tool retainer is provided. The tool has a retainer sleeve having a longitudinal external tab to engage with an internal recessed radial groove with a tool holder, and wherein the retainer sleeve has two internal radial tabs that engage with a recessed groove in a rotating tool shank. A cutting tool assembly including a cutting bit and the retainer sleeve is provided.