Universal Joint Shaft with Nested Intermediate Sleeve for Compact Torque Transmission

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Solution Overview

Problem

Joint shafts with axial length compensation are too long for small installation spaces in roll mills, requiring a significant axial overlap to transmit torque reliably, which can lead to excessive forces and premature wear.

Innovation Solution

A universal joint shaft design featuring pivot joints and a central part with length compensation, including a tubular shaft element with internal gearing and a rod-shaped element with external gearing, along with intermediate sleeves and axial stops, allowing for torque transmission in both extended and retracted states while minimizing axial length.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If axial length compensation is implemented using traditional telescopic shaft elements with gearings, then the joint shaft can transmit torque reliably in extended and retracted states, but the axial length becomes too long for small installation spaces

Engineering Contradiction:
Improvetorque transmission reliabilityVSAvoidaxial length
Core Design Contradiction:
ReliabilityVSLength of moving object

Solution Approach 1:

The second shaft element is nested inside the first shaft element in a telescopic arrangement, allowing the joint shaft to compact its axial length when retracted while maintaining the capability to extend when needed. The intermediate sleeve is similarly nested between the two shaft elements, optimizing the compactness of the overall structure.

Inventive Principle:
Principle #7Nested doll (Nesting)

Solution Approach 2:

The axial length of the joint shaft is made variable through the telescopic mechanism, allowing it to change between a short retracted state for compact installation and an extended state for torque transmission. The spiral bevel gearings enable this parameter change while maintaining torque transmission capability across different lengths.

Inventive Principle:
Principle #35Parameter changes

2Length of moving object

If the axial overlap between shaft elements is reduced to shorten the joint shaft, then the installation space is reduced, but the surface pressures and forces on the gearings become excessively high

Engineering Contradiction:
Improveaxial lengthVSAvoidsurface pressure on gearings
Core Design Contradiction:
Length of moving objectVSStress or pressure

Solution Approach 1:

An intermediate sleeve is introduced as a mediator between the first and second shaft elements. This intermediate sleeve carries additional spiral bevel gearings that engage with the shaft elements, distributing the torque transmission load across multiple gearing stages and reducing the surface pressures on individual gear teeth while maintaining compact axial dimensions.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The torque transmission path is segmented into multiple stages through the intermediate sleeve with its own set of spiral bevel gearings. This segmentation allows the total torque load to be distributed across several smaller gearing engagements rather than concentrated in a single large gearing, reducing surface pressures.

Inventive Principle:
Principle #1Segmentation

3Stress or pressure

If the axial overlap between shaft elements is increased to reduce surface pressures, then the joint shaft becomes too long for small installation spaces

Engineering Contradiction:
Improvesurface pressure on gearingsVSAvoidaxial length
Core Design Contradiction:
Stress or pressureVSLength of moving object

Solution Approach 1:

The intermediate sleeve is nested between the first and second shaft elements, allowing the multi-stage gearing system to be packed into a compact axial space. This nesting arrangement enables sufficient axial overlap for torque transmission while keeping the overall joint shaft length suitable for small installation spaces in roll mills.

Inventive Principle:
Principle #7Nested doll (Nesting)

4Adaptability or versatility

If the joint shaft is designed with telescopic functionality for length compensation, then it can adapt to different installation spaces, but the structural complexity increases

Engineering Contradiction:
Improveaxial length adaptabilityVSAvoidstructural complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The intermediate sleeve serves multiple functions simultaneously: it acts as a structural connector between the two shaft elements, provides additional torque transmission through its spiral bevel gearings, and enables the telescopic motion for length compensation. This multi-functionality reduces the need for separate components and simplifies the overall structure despite the telescopic capability.

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

Solution Approach 2:

The intermediate sleeve merges the functions of structural support, torque transmission, and telescopic motion control into a single component. The spiral bevel gearings on the intermediate sleeve are combined with the shaft element gearings to create an integrated torque transmission system that also enables length compensation, reducing structural complexity.

Inventive Principle:
Principle #5Merging (Combining)

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

Enables reliable torque transmission in compact spaces with reduced wear and force, maintaining maximum transmittable torque in all states, and preventing jamming and buckling through defined retraction and centering mechanisms.

Implementation Method 1

The first shaft element (6) comprises a first spiral bevel gearing (9) with inner teeth, which are distributed over the circumference and extend in the direction of the longitudinal axis, and the second shaft element (7) comprises a second spiral bevel gearing (12) with outer teeth

Methodology Applied
Scientific EffectGear: Gear

Implementation Method 2

provided in the central part (4), or when the end part (22) is designed with length compensation, in the end part (22), are axial stops which delimit an extending of the second shaft element (7)

Methodology Applied
Scientific EffectMechanical Force: Force

Implementation Method 3

provided in the central part (4), or when the end part (22) is designed with length compensation, in the end part (22), are radial guide means which, in a radial manner, guide the intermediate sleeve (8)

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentUS10520010B2Joint shaft, in particular universal joint shaft
Publication Date: 2019.12.31 VOITH PATENT GMBH
  • US10520010B2 patent drawing
  • US10520010B2 patent drawing
  • US10520010B2 patent drawing

AI summary

A joint shaft, in particular a universal joint shaft, has first and second axial connection ends and a central part that connects the two connection ends to one another in a torsionally rigid and pivotable manner. At least one intermediate sleeve is provided between a first and a second shaft element with internal gearing having inner teeth, which are distributed over the circumference and extend in the direction of the longitudinal axis, and external gearing with outer teeth, which are distributed over the circumference and extend in the direction of the longitudinal axis. The sleeve is longitudinally displaceable relative to the first shaft element and to the second shaft element and is attached directly or indirectly in a torsionally rigid manner to the first shaft element by way of the intermediate sleeve external gearing and to the second shaft element by way of the intermediate sleeve internal gearing.