Track Roller Assembly Elastic Shaft Clearance

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Solution Overview

Problem

Track roller assemblies in track-type machines face wear and lubricant leakage due to contaminants entering the space between the roller shaft and track roller, leading to inefficiencies and increased maintenance costs.

Innovation Solution

A method involving press-fitting collars and flange bushings onto the roller shaft, applying a compressive axial load to shorten the shaft, and then releasing it to create controlled axial clearance, ensuring proper alignment and sealing without the need for dowels or precise machining tolerances.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Manufacturing precision

If traditional track roller assemblies use fixed roller shafts with tight tolerances and dowels for positioning, then manufacturing precision and alignment are improved, but device complexity and manufacturing cost increase

Engineering Contradiction:
Improvealignment precisionVSAvoidassembly complexity
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

The track roller assembly is divided into separable components: the roller shaft, collars, and track roller. The collars are press-fit onto the roller shaft and can be independently installed, allowing for easier assembly and disassembly without requiring complex dowel positioning systems or tight tolerance machining throughout the entire assembly.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The roller shaft is designed with elastic deformation capability under compressive axial loads. During assembly, compressive loads are applied to the roller shaft to create controlled clearance between the roller shaft and track roller, enabling easier installation. Once assembled, the shaft maintains its structural integrity while allowing for thermal expansion and contraction.

Inventive Principle:
Principle #15Dynamics

2Ease of manufacture

If compressive axial loads are applied to create clearance during assembly, then ease of assembly is improved, but additional assembly steps and equipment are required

Engineering Contradiction:
Improveassembly easeVSAvoidassembly process complexity
Core Design Contradiction:
Ease of manufactureVSDevice complexity

Solution Approach 1:

Compressive axial loads are applied to the roller shaft during the assembly process to pre-create the necessary clearance between the roller shaft and track roller before final positioning. This preliminary action of compressing the shaft allows components to be installed more easily, and the shaft naturally returns to its original dimensions once the load is removed, maintaining proper operational tolerances.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The physical state of the roller shaft is temporarily changed by applying compressive axial loads during assembly, which alters its dimensional parameters (length and internal clearance). This parameter change enables easier assembly, and after assembly, the shaft returns to its normal state, maintaining the required operational precision without requiring permanent modification or complex positioning fixtures.

Inventive Principle:
Principle #35Parameter changes

3Reliability

If seal members are added to prevent contaminant ingress, then reliability is improved, but device complexity and manufacturing cost increase

Engineering Contradiction:
Improvesealing effectivenessVSAvoidcomponent count
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

Collars are introduced as intermediary components that are press-fit onto the roller shaft and positioned between the contaminant environment and the roller shaft-bearing interface. These collars create a physical barrier that prevents contaminant ingress while maintaining the necessary mechanical function of the roller shaft assembly, serving as a simpler sealing mechanism compared to complex seal member systems.

Inventive Principle:
Principle #24Intermediary (Mediator)

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 configuration enhances sealing efficiency, reduces lubricant leakage, and lowers manufacturing costs by eliminating the need for precise tolerance control and dowels, while maintaining effective operation in adverse environments.

Implementation Method 1

applying a compressive axial load to the roller shaft to reduce a shaft length of the roller shaft from a normal shaft length to a compressed shaft length

Methodology Applied
Scientific EffectElastic deformation: Elasticity

Data Source

PatentEP3725651B1Track roller assembly and method
Publication Date: 2022.10.26 CATERPILLAR INC
  • EP3725651B1 patent drawingFigure 1A
  • EP3725651B1 patent drawingFigure 1B
  • EP3725651B1 patent drawingFigure 2

AI summary

A track roller assembly may have a track roller, a roller shaft and collars press fit onto either end of the roller shaft to retain the track roller on the roller shaft with an axial clearance between the collars and the track roller. During assembly, the collars may be press fit onto the shaft ends and forced axially inwardly until further axial movement of the collars is prevented by engagement shoulders of the track roller. A compressive axial load may be applied to the roller shaft to reduce a shaft length of the roller shaft and to cause the roller shaft to slide inwardly relative to the collars. The compressive axial load is removed from the roller shaft so that the roller shaft extends back to the normal shaft length and the collars move axially farther apart as the roller shaft extends back to the normal shaft length.