Tapered Roller Bearing Cage Structure for Easier Roller Assembly

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Solution Overview

Problem

The assembly of tapered roller bearings is challenging due to the need for significant force to prevent the small-diameter-side portion of the tapered rollers from detaching from the cage pocket during assembly, leading to potential deformation or disintegration of the cage and inner ring unit.

Innovation Solution

The design incorporates two types of cage pockets with different retainer configurations, allowing for varying degrees of radial displacement to facilitate assembly while preventing detachment, with first cage pockets allowing a larger displacement amount and second cage pockets allowing a smaller amount, ensuring the rollers remain integrated within the inner ring unit.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If the retainer is downsized or its protruding height is reduced to facilitate assembly, then the permissible displacement of the tapered roller increases making assembly easier, but the tapered roller can be displaced greatly and may detach from the cage pocket causing disintegration of the inner ring unit

Engineering Contradiction:
Improveease of assemblyVSAvoidstructural integrity
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The cage is designed with two types of cage pockets: first cage pockets with retainers having a first permissible displacement amount, and second cage pockets with retainers having a second permissible displacement amount smaller than the first. This local differentiation allows specific cage pockets to have different retention characteristics, enabling easier assembly in first cage pockets while maintaining structural integrity in second cage pockets.

Inventive Principle:
Principle #3Local quality

2Reliability

If the retainer is upsized to prevent detachment and suppress disintegration, then the structural integrity is maintained, but the operation for assembling the inner ring and cage becomes difficult

Engineering Contradiction:
Improvestructural integrityVSAvoidease of assembly
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The cage incorporates both first cage pockets with retainers configured for larger permissible displacement (facilitating assembly) and second cage pockets with retainers configured for smaller permissible displacement (preventing detachment). This local quality differentiation resolves the contradiction by having different retention characteristics in different locations.

Inventive Principle:
Principle #3Local quality

3Reliability

If significant force is applied to prevent detachment during assembly, then the tapered roller remains secured, but the cage may be elastically deformed beyond permissible range, turn white, or be plastically deformed and cracked

Engineering Contradiction:
Improveretention of tapered rollerVSAvoidcage strength
Core Design Contradiction:
ReliabilityVSStrength

Solution Approach 1:

The retainer design allows for controlled permissible displacement of the tapered roller within specific ranges. By configuring the retainer geometry and material properties to allow this controlled displacement, the system can accommodate assembly forces without exceeding the cage's elastic limit, preventing permanent deformation or cracking while still securing the tapered roller.

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

This approach enables easier assembly of the inner ring and cage with tapered rollers while minimizing the risk of disintegration, ensuring the rollers remain securely housed within the inner ring unit, thereby enhancing the structural integrity and assembly efficiency of the tapered roller bearing.

Implementation Method 1

a retainer configured to restrict detachment of the tapered roller to an outer side in the radial direction by bringing the retainer into contact with a part of an outer peripheral surface of the tapered roller

Methodology Applied
Scientific EffectFriction: Friction

Implementation Method 2

the tapered roller 109 pushes the retainer 103, and the cage 101 is elastically deformed in a direction in which its diameter increases

Methodology Applied
Scientific EffectElasticity: Elasticity

Data Source

PatentUS11286978B2Tapered roller bearing and cage
Publication Date: 2022.03.29 JTEKT CORP
  • US11286978B2 patent drawing
  • US11286978B2 patent drawing
  • US11286978B2 patent drawing

AI summary

A tapered roller bearing includes an inner ring, an outer ring, a plurality of tapered rollers, and an annular cage having a plurality of cage pockets. Each of the cage pockets has a retainer configured to permit displacement of the tapered roller in a direction with a component in a radial direction, and restrict detachment of the tapered roller to an outer side in the radial direction by bringing the retainer into contact with a part of an outer peripheral surface of the tapered roller. The cage pockets include a first cage pocket having a first retainer with which a permissible amount of the displacement is a first displacement amount, and a second cage pocket having a second retainer with which the permissible amount of the displacement is a second displacement amount smaller than the first displacement amount.