Shaft bearing attachment system and method

Information

  • Patent Application
  • 20080056634
  • Publication Number
    20080056634
  • Date Filed
    September 05, 2006
    18 years ago
  • Date Published
    March 06, 2008
    16 years ago
Abstract
A mounting system is disclosed for mounting a bearing assembly or other mechanical element to a shaft. The mounting system uses a tapered sleeve mechanism to secure the bearing assembly on the shaft. Specifically, a plurality of screws point load the tapered sleeve and drive it from a pre-assembled position to an initial position. Once the initial position has been reached a plurality of fasteners then drive the sleeve from the initial position to a final position. The difference between the initial position and final position determined by the width of a removable spacer used in the mounting system. The system also incorporates a jack screw mechanism used to dismount the bearing assembly from the shaft.
Description

DRAWINGS

These and other features, aspects, and advantages of the present invention will become better understood when the following detailed description is read with reference to the accompanying drawings in which like characters represent like parts throughout the drawings, wherein:



FIG. 1 is an exploded perspective view of the mounting system illustrating a bearing assembly, internal flange, external flange, tapered sleeve, and fasteners in a presently contemplated embodiment of the invention;



FIG. 2 is a sectional view of the mounting system of FIG. 1, sectioned along line 2-2, illustrating the process for mounting the bearing assembly onto a shaft using the innovative drive system;



FIG. 3 is a sectional view of the attachment system of FIG. 1, sectioned along line 3-3, illustrating the process for dismounting the bearing assembly from the shaft via the jack screw mechanism.





DETAILED DESCRIPTION

Turning now to the drawings, FIG. 1 illustrates the elements of a tapered sleeve mounting system in accordance with an exemplary embodiment of the invention. The system includes a bearing kit 10 comprising of a bearing assembly 12 and an internal flange 14. The bearing assembly 12 has a tapered inside diameter 16 and a guide diameter 18 to radially locate and mate with an internal diameter 20 of the internal flange. An external flange 22 is secured to a front face 24 of the internal flange via a plurality of fasteners 26 engaging threaded holes 28 located on the front face of the internal flange. Through holes 30 in the external flange allow the fasteners to pass through and load a front face 32 of the flange thereby clamping the parts together. A washer 34 may be used in conjunction with the fasteners to distribute the load on the front face. A spacer 36 is captured between the front face 24 of the internal flange 14 and a back face 38 of the external flange 22. The spacer is configured with an indention 40 that allows for it to be easily removed without the need to disengage the fastener from the internal flange.


The external flange 22 has a stepped inside diameter 42 that creates an internal load shoulder 44. The load shoulder 44 and threaded holes 46 in the external flange form a jack screw mechanism that is used to disengage the mounting system as discussed in more detail below with reference to FIG. 3.


Drive threads 48 are located on the inside diameter 42 of the external flange 26 and are used to urge the sleeve 50 to the initial position. As discussed above, the initial position is the point where tolerances and initial clearances between the mating parts have been removed. The sleeve has a tapered outside diameter 52 that engages the tapered insider diameter 16 of the bearing assembly 12. The outer portion of the sleeve transitions from the tapered outside diameter to a uniform outside diameter 54 near the front face 56 of the sleeve. It should be noted that the present system may be employed with components that are differently configured, particularly insomuch as the engaging tapers are concerned. For example, to avoid tapering the bearing ring itself, another sleeve may be interposed in the assembly that has a surface interfacing with the inner diameter of the inner bearing ring, and a tapered inner surface that contacts the tapered outside diameter of sleeve 50.


The front face 56 of the sleeve has a plurality of recesses 58 which form a front load surface 60. These recesses align with the drive threads 48 in the external flange 22. A plurality of screws 62 engage the drive threads 48 and recesses 58. The screws 62 further engage the sleeve 50 via the front load surface 60 formed by the recesses. This allows the tapered sleeve 50 to be driven into the bearing kit 10 thereby initially securing the bearing assembly to the shaft. The tapered sleeve has a uniform inside diameter 66 and an axial split 68 allowing it to clamp down on a circular shaft when the tapered diameters are driven together. The transition from the tapered diameter 52 to the uniform diameter 54 forms an extraction load face 70. This face is used to disassemble the parts via the jack screw mechanism as described below.



FIG. 2 is a sectional view of the mounting system of FIG. 1, sectioned along line 2-2. The figure illustrates the procedure for mounting a bearing kit 10 on a shaft 72. A tapered bore spherical roller bearing is illustrated in the figure, but the present invention is not limited to these specific types of bearings or even bearings products in general. In general, the bearing assembly includes an outer ring 74, a roller set 76, and an inner ring 78. The bearing assembly has an internal clearance 80, labeled “x” in the figure. The internal clearance allows the user to initially position the assembly onto the shaft and may be decreased when the bearing is placed in service. This may be done by expanding the inner ring of the bearing assembly by means of the tapered sleeve. The internal flange 14 is also part of the bearing kit and is axially secured to the inner ring via a snap ring 84. The snap ring is compressed by an annular camming surface 82 allowing the internal flange to slide onto the inner race 78 up to the point where the ring springs into the snap ring groove.


The tapered sleeve 50 is then pressed into engagement between the inner ring 78 and the shaft by engaging the screws 62 into the drive threads 48 located in the external flange 22. Sets of drive threads are aligned with respective recesses located in the sleeve and allow the screws to completely engage the drive threads. A torque, as indicated by reference numeral 86, is applied to the screws, forcing them against the front load surface 60 and thereby axially loading the sleeve, as indicated by reference numeral 90, and urging it towards the bearing assembly. This drives the tapered diameters together and results in an expansion/compression force, represented by reference numeral 92, between the parts. Thus, these screws are used to drive the sleeve to the zero reference point or initial position, which as discussed above, is the position where the tolerances and initial clearance between the mating parts has been removed.


The user determines this initial position by monitoring the torque input, as indicated by reference numeral 86, into the screw and stopping once an empirically determined torque value has been reached. This may be done via a conventional torque wrench, and the initial position torque will typically be indicated by the manufacturer of the system, based upon the particular size and configuration of the bearing and other components. Those skilled in the art will appreciate that this point load drive system reduces frictional losses in the drive mechanism and allows the user to accurately determine and reliable quantify the initial position by monitoring the torque input to the screws. In other words, the invention reduces the uncertainty in the torque measurement by minimizing the impact of the variance in this resistance component. Furthermore, the invention does not require the user to overcome an excessive amount of frictional resistance, thereby making it easier to install the system. Also, a standard torque wrench is the only special tooling required, thus eliminating the need for other tooling or custom fixturing.


As discussed above, determining the initial position is useful because it represents the point where all of the tolerances and initial clearance between mating parts has been removed. Once this initial position has been determined, the user only needs to drive the sleeve a predetermined distance to properly reduce the internal clearance of the bearing, labeled “x”, or otherwise fully engage the sleeve between the bearing and the shaft. One of the advantages of the present invention is that the width 94 of the removable spacer, labeled “y”, is equal to the axial displacement required to drive the sleeve from the initial position to the proper final position. Thus, to easily remove the amount of internal clearance, the user only needs to remove the spacer 42 and apply a torque, represented by numeral 96, to the fastener 26, thereby shouldering the external flange against the internal flange. In doing this, the predetermined displacement “y” is directly transferred to the sleeve via the drive screw interaction described above. Thus, the exact amount of radially expansion required to reduce the internal clearance of the bearing, or the tight engagement of the sleeve between the bearing and shaft is automatically and precisely set by simply mating the two flanges.


The screws 62 may remain in place during operation and help to ensure the sleeve does not disengage the bearing assembly by keeping a constant load on the front load surface. The screws also serve to key the parts together by rotatably locking the internal flange 14, external flange 26, tapered sleeve 50, and inner race 78. This prevents any relative motion between these parts that could otherwise generate frictional heat and lead to eventual failure or unscheduled maintenance of the system.



FIG. 3 is a sectional view of the mounting system of FIG. 1, sectioned along line 3-3. The figure illustrates the procedure for disassembling the bearing kit 10 from the shaft 72 using the jack screw mechanism. For this procedure the fasteners 26 are removed from the internal flange 14 and then torqued into the threaded holes 46 located in the external flange 22, as indicated generally by reference numeral 98. The parts are configured so that the fasteners load a solid portion of the internal flange thereby driving the external flange away from the internal flange, as indicated by reference numeral 100. During this process, the axial movement of the external flange is transferred to the sleeve 50 via loading of the extraction load face 70 by the internal load shoulder 44, as indicated by reference numeral 102. The result is that the sleeve 50 is driven out of the bearing kit 10, as indicated by reference numeral 104, thereby disengaging the mounting system. Thus, the user only needs a wrench to quickly and efficiently dismount the mechanical elements from the shaft. This increases productivity and allows for greater flexibility for the personnel and surrounding environment required to service the mounted element.


Finally, as mentioned throughout the present discussion, the present mounting system is not limited to bearing assemblies and may be used to mount other mechanical elements to a shaft. For example, the system may serve to mount mechanical couplings used to couple one shaft to another. To complete this coupling a mechanical element (typically a coupling “half”) is directly mounted to the shaft. The present system may be used to mount this type of element, and many others, directly to a shaft offering all of the same benefits and advantages described above.


While only certain features of the invention have been illustrated and described herein, many modifications and changes will occur to those skilled in the art. It is, therefore, to be understood that the appended claims are intended to cover all such modifications and changes as fall within the true spirit of the invention.

Claims
  • 1. A system for mounting a bearing assembly on a shaft, comprising: an internal flange axially secured to the bearing assembly;an external flange secured to the internal flange via a plurality of fasteners, the external flange having recesses in which a drive thread is formed;a sleeve having a tapered outside diameter, the sleeve configured to be driven between the bearing assembly and the shaft; anda plurality of screws configured to engage the drive thread of the external flange to drive the sleeve to an initial position between the bearing assembly and the shaft.
  • 2. The system of claim 1, further comprising a removable spacer disposed between the external flange and the internal flange and having a width that defines a distance between the initial position of the sleeve with respect to a final position of the sleeve.
  • 3. The system of claim 2, wherein the distance between the initial position and the final position is equal to the amount of axial sleeve movement required to properly mount the bearing assembly to the shaft.
  • 4. The system of claim 3, wherein the sleeve includes a plurality of recesses configured to align with the drive threads in the external flange, the recesses forming a front load surface contacted by the screws to drive the sleeve to the initial position.
  • 5. The system of claim 4, comprising a plurality of fasteners configured to drive the external flange and the sleeve from the initial position to the final position.
  • 6. The system of claim 1, wherein the sleeve is axially split allowing it to clamp the shaft when the tapered outside diameter is engaged.
  • 7. The system of claim 6, wherein the external flange and the internal flange are rotatably secured to an inner ring of the bearing assembly via the screws engaging the drive threads and recesses.
  • 8. The system of claim 1, comprising jack screw mechanism for removing the bearing assembly from the shaft, the jack screw mechanism including a plurality of fasteners engaging threaded through holes in the external flange and loading a front face on the internal flange thereby driving the sleeve out of engagement.
  • 9. The system of claim 1, wherein the internal flange is attached to the bearing assembly via a snap ring.
  • 10. The system of claim 5, wherein the spacer can be removed without having to disengage the plurality of fasteners.
  • 11. A system for mounting an element to a shaft, the element having a tapered inside diameter, the system comprising: an internal flange axially secured to the element;an external flange secured to the internal flange via at least one fastener, the external flange having a plurality of recesses in which a drive threads are formed;a sleeve having a tapered outside diameter, the sleeve configured to be driven between the element and the shaft; anda plurality of screws configured to engage respective drive threads of the external flange recesses to drive the sleeve to a desired position between the element and the shaft.
  • 12. The system of claim 11, further comprising a removable spacer disposed between the external flange and the internal flange and having a width that defines a distance between the desired position of the sleeve with respect to a final position of the sleeve.
  • 13. The system of claim 12, wherein the distance between the desired position and the final position is equal to the amount of axial sleeve movement required to properly mount the element to the shaft.
  • 14. The system of claim 11, wherein the sleeve includes a plurality of recesses configured to align with the threaded recesses in the external flange, the sleeve recesses forming a front load surface contacted by the screws to drive the sleeve to the desired position.
  • 15. The system of claim 11, comprising at least one fastener configured to drive the external flange and the sleeve from the desired position to a final position.
  • 16. The system of claim 11, wherein the sleeve is axially split allowing it to clamp the shaft when the tapered outside diameter is engaged.
  • 17. The system of claim 14, wherein the external flange and internal flange are rotatably secured to the element via the screws engaging the drive threads and recesses in the sleeve.
  • 18. The system of claim 11, comprising a jack screw mechanism for removing the element from the shaft, the jack screw mechanism including at least one fastener engaging a threaded through hole in the external flange and loading a front face on the internal flange thereby driving the sleeve out of engagement.
  • 19. The system of claim 11, wherein the internal flange is attached to the element via a snap ring.
  • 20. The system of claim 11, where the element is an inner ring of a bearing assembly.
  • 21. A method for mounting a bearing assembly on a shaft, comprising: engaging a tapered sleeve to a first position between the bearing assembly and the shaft by engagement of a plurality of screws between the sleeve and an external flange, the external flange surrounding the shaft;removing a removable spacer disposed between the external flange and an internal flange axially secured to the bearing assembly; andengaging a plurality of fasteners between the external flange and the internal flange to force the sleeve from the first position to a final position.
  • 22. The method of claim 21, wherein the external flange has a plurality of threaded recesses for receiving the screws, and the sleeve has a plurality of nonthreaded recesses disposed to be aligned with the threaded recesses for receiving the screws.
  • 23. The method of claim 21, comprising limiting engagement of the sleeve when a predetermined torque is applied to the screws.
  • 24. The method of claim 21, wherein the spacer has a thickness equal to a distance between the first position and the final position.
  • 25. The method of claim 21, comprising leaving the screws engaged between the sleeve and the external flange to prevent relative rotation of the external flange and sleeve during operation.