Steering Head Dual-Row Bearing Preload for Torque Consistency

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Solution Overview

Problem

Industrial truck steering systems with electric steering face issues due to fluctuating steering torque caused by component tolerances and wear, affecting driver sensitivity and control precision.

Innovation Solution

A steering head with a dual-row bearing unit, featuring a steering shaft and an output shaft connected via internal and external threads, allowing for adjustable preload and constant steering torque, independent of component tolerances and wear, ensuring consistent resistance to rotational movements.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Device complexity

If a single-row ball bearing with shaft seal is used, then the structure is simple, but the steering torque fluctuates due to component tolerances and wear

Engineering Contradiction:
Improvebearing structureVSAvoidsteering torque consistency
Core Design Contradiction:
Device complexityVSReliability

Solution Approach 1:

The bearing unit is divided into two separate bearing rows: a first bearing row supporting the steering shaft and a second bearing row supporting the output shaft. This segmentation allows independent preload application to each row, eliminating the torque fluctuations caused by a single bearing's tolerances and wear.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

A preload force is applied in advance to the bearing rows through the threaded connection between steering shaft and output shaft. This preliminary action compensates for component tolerances and prevents wear-induced torque variations, ensuring consistent steering torque throughout the component's life.

Inventive Principle:
Principle #10Preliminary action

2Reliability

If threaded connection is used to brace shafts, then steering torque becomes constant and adjustable, but the device complexity increases

Engineering Contradiction:
Improvesteering torque consistencyVSAvoidshaft connection structure
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The threaded connection between steering shaft and output shaft serves multiple functions: it braces the two shafts against each other, applies preload to both bearing rows, and enables adjustable steering torque. This multi-functionality justifies the added complexity by eliminating the need for separate adjustment mechanisms.

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

Solution Approach 2:

The steering torque can be adjusted by changing the preload force through the threaded connection. This parameter change capability allows optimization of steering characteristics and compensation for wear, providing consistent performance throughout the component's operational life.

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 solution provides a predefined and consistent steering torque, enhancing driver sensitivity and control precision by maintaining a defined torque level, regardless of wear or tolerance changes, thus improving the overall steering experience and reliability.

Implementation Method 1

The bearing unit has two bearing rows, one of which interacts with the steering shaft and one with the output shaft, each bearing row having rolling elements

Methodology Applied
Scientific EffectRolling bearing: Ball Bearing

Implementation Method 2

The steering shaft and the output shaft are provided with means to brace them against each other with a predefined force against the rows of bearings; the means on the steering and output shaft are an internal and an external thread

Methodology Applied
Scientific EffectThreaded fastening: Screw

Implementation Method 3

The steering torque that occurs here is very low and is mainly applied by the shaft seal on the ball bearing

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentEP3153381B1Steering head for an angle sensor of the rotating direction.
Publication Date: 2018.03.14 JUNGHEINRICH AG
  • EP3153381B1 patent drawingFigure 1
  • EP3153381B1 patent drawingFigure 2

AI summary

Steering head (18) for a rotatable steering angle encoder on a forklift truck with - a steering shaft (28) which is provided for connection with the steering angle encoder, - an output shaft (30) which is provided for connection with a sensor system (52) which detects a rotary movement, and - a bearing unit (22, 24, 26) which has two rows of bearings arranged in an O-shape to each other, one of which interacts with the steering shaft (28) and one with the output shaft (30), - wherein means are provided on the steering and output shafts (30) to clamp the steering and output shafts (28, 30) against each other with a predefined force against the bearing unit.