Stepped Shaft Sliding Member Axial Positioning

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Solution Overview

Problem

Existing reduction devices for hydraulic excavators face challenges in positioning the first sun gear and rotational shaft in the axial direction with a small dimensional difference between the male spline part and the first sun gear, limiting the design of planetary gear reduction mechanisms and increasing manufacturing costs due to the need for radial load-bearing bearings.

Innovation Solution

A reduction device design featuring a stepped rotational shaft with a large-diameter male spline part and a small-diameter first sun gear, utilizing a sliding member made of two half-bodies fitted to the small-diameter shaft, allowing for a larger sliding surface between the first and second sun gears, enabling reliable axial positioning and increased speed reduction ratio.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If the male spline part and first sun gear are positioned with a small dimensional difference, then the speed reduction ratio is increased, but the axial positioning reliability deteriorates

Engineering Contradiction:
Improvespeed reduction ratioVSAvoidaxial positioning reliability
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

A sliding member is introduced as an intermediary component between the first sun gear and the second sun gear. This sliding member has a sliding surface that contacts the end surface of the first sun gear, providing reliable axial positioning without requiring a large dimensional difference between the male spline part and first sun gear. The sliding member acts as a mediator that transfers and stabilizes the axial position while allowing the gear dimensions to be optimized for higher speed reduction ratios.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Strength

If a taper roller bearing is used to support the output shaft, then the axial load bearing capability is improved, but the manufacturing cost increases

Engineering Contradiction:
Improveaxial load bearing capabilityVSAvoidmanufacturing cost
Core Design Contradiction:
StrengthVSEase of manufacture

Solution Approach 1:

The axial load bearing function is extracted from the output shaft bearing system and transferred to the sliding member. The sliding member, which is already present for positioning purposes, is given the additional function of bearing axial loads through its sliding surface contact with the first sun gear. This eliminates the need for expensive taper roller bearings, allowing the use of simpler and more cost-effective bearing solutions while maintaining axial load bearing capability.

Inventive Principle:
Principle #2Taking out (Extraction)

3Device complexity

If the first sun gear is brought into contact with the output shaft for axial positioning, then the positioning is simplified, but the bearing durability deteriorates due to excessive axial loads

Engineering Contradiction:
Improvepositioning complexityVSAvoidbearing durability
Core Design Contradiction:
Device complexityVSReliability

Solution Approach 1:

The sliding member serves as an intermediary that contacts the first sun gear for axial positioning instead of allowing direct contact between the first sun gear and the output shaft. This intermediary arrangement protects the bearing from excessive axial loads while maintaining positioning functionality. The sliding member absorbs and manages the axial load forces, preventing them from being transmitted to the bearing system.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Stability of the object's composition

If the sliding surface area between first and second sun gears is increased, then the axial positioning stability is improved, but the device complexity increases

Engineering Contradiction:
Improveaxial positioning stabilityVSAvoiddevice complexity
Core Design Contradiction:
Stability of the object's compositionVSDevice complexity

Solution Approach 1:

The sliding member is designed to perform multiple functions: it provides axial positioning of the first sun gear, bears axial loads, and creates a stable sliding surface through its contact with both the first and second sun gears. By making the sliding member multi-functional, the patent achieves improved positioning stability without significantly increasing device complexity, as the same component serves multiple purposes rather than requiring additional specialized parts.

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

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 design stabilizes the reduction device operation, reduces manufacturing costs by eliminating the need for pressurized bearings, and enhances the durability of the output shaft by preventing axial loads from being transmitted to the bearing, thus improving the reliability of the reduction device.

Implementation Method 1

a sliding member made of two half bodies and fitted with an outer peripheral side of the small-diameter shaft, allowing for a larger sliding surface between the first and second sun gears

Methodology Applied
Scientific EffectFriction: Friction

Implementation Method 2

the sliding member is in slidable contact with the first sun gear and the second sun gear

Methodology Applied
Scientific EffectNormal force: Mechanical Force

Data Source

PatentEP3306134B1Reduction device
Publication Date: 2020.02.05 HITACHI CONSTRUCTION MACHINERY CO LTD
  • EP3306134B1 patent drawingFigure 1
  • EP3306134B1 patent drawingFigure 2
  • EP3306134B1 patent drawingFigure 3

AI summary

A reduction device (18) includes a fixed-side housing (19) accommodating a hydraulic motor (12) having an output shaft (16) and a rotating-side housing (21) rotated with respect to the fixed-side housing (19), and a first-stage planetary gear reduction mechanism (24) having a first sun gear (28) and a second-stage planetary gear reduction mechanism (32) having a second sun gear (33) are provided in the rotating-side housing (21). The first-stage planetary gear reduction mechanism (24) has a rotational shaft (25) having one side in an axial direction spline-connected with the output shaft (16), while the first sun gear (28) is provided on the other side in the axial direction of the rotational shaft (25). A small-diameter shaft (27B) is provided on the rotational shaft (25), and first and second half bushes (40, 41) are fitted with the small-diameter shaft (27B) from a radial direction. Thereby, the first sun gear (28) and a stepped part (34A) of the second sun gear (33) are slidably brought into contact with flange parts (40B, 41B) of the first and second half bushes (40, 41).