Retainer for bearing lock nut

• US 4,210,372 A
• Filed: 06/19/1978
• Issued: 07/01/1980
• Est. Priority Date: 02/11/1977
• Status: Expired due to Term

• Current Assignee: Caterpillar Incorporated
• Original Assignee: Caterpillar Tractor Co (Caterpillar Incorporated)
• Inventors: Bahnfleth, William A., McGee, Mary Ann C.
• Primary Examiner(s): Frankfort, Charles E.
• Application Number:
  US05/916,975
• Time in Patent Office: 743 Days
• Field of Search: 308/24, 308/178, 308/189 R, 308/189 A, 308/197, 308/207 R, 308/207 A, 308/236, 151/27, 151/28, 151/29, 180/9.62, 403/320, 403/359
• US Class Current: 384/584
• CPC Class Codes: B60B 3/14 Attaching disc body to hub resiliently B60B9/00; attaching rim to wheel body B60B23/00 ; Wheel adapters
• CPC Class Codes: F16B 2200/73 Cam locks or thread locks
• CPC Class Codes: F16C 19/364 with tapered rollers, i.e. rollers having essentially the shape of a truncated cone
• CPC Class Codes: F16C 19/543 in O-arrangement
• CPC Class Codes: F16C 25/06 Ball or roller bearings
• CPC Class Codes: F16C 35/063 Fixing them on the shaft with interposition of an element F16C35/07
• CPC Class Codes: Y10T 403/7033 including a lock or retainer

Abstract

A retainer for preventing relative rotation of a lock nut threaded on a shaft to preload an adjacent bearing assembly includes a serrated bore for engaging a splined shaft portion extending through a bore and axially-extending projections for engaging notches or the like formed in the lock nut. A device, such as a sprocket wheel, mounted outward of the retainer maintains the retainer in axial engagement with the lock nut. The retainer can be deformed during assembly to facilitate proper alignment of the lock nut on the shaft. The retainer is advantageously employed to maintain preloads on tapered roller bearings utilized to support the final drive shafts in heavy earthmoving equipment.

Claims

1. A mounting assembly for a shaft including a bearing assembly positioned circumferentially about the shaft for rotatably supporting the shaft within a housing, the shaft having a circumferential thread and axially-extending splines disposed outward of the bearing assembly in one axial direction, a lock nut engaging the shaft thread and being positioned outward of the bearing assembly to bear against the bearing assembly to prevent axial movement thereof in said one axial direction along the shaft, and means for restraining rotation of the lock nut relative to the shaft, said restraining means comprising:

a retainer outward of the lock nut in said one axial direction having a bore through which the shaft extends and having projections extending axially in the opposite axial PG,15 direction toward the lock nut, said bore having serrations defining teeth non-complementary to the shaft splines in a circumferential direction to cooperate with the shaft splines, said bore being oversized relative to the shaft and said serration teeth being undersized relative to the circumferential width of the grooves between the shaft splines to provide an interference with the splines and hold said retainer against rotation relative to the shaft;

means associated with the lock nut for engaging said projections to fix the lock nut against rotation relative to said retainer; and

means outward of the lock nut and said retainer in said one axial direction fixed to the shaft against axial movement for bearing against said retainer to prevent said retainer from axial disengagement with the lock nut, whereby the lock nut is fixed against rotation relative to the shaft so that the lock nut and the bearing assembly remain in preselected axial position.

2. The shaft mounting assembly of claim 1 wherein said engaging means includes axially-extending grooves formed in the circumference of the lock nut, said projections of said retainer being inserted into said grooves to effect engagement therebetween.

3. The shaft mounting assembly of claim 2 wherein said projections have parallel circumferentially-spaced side edges.

4. The shaft mounting assembly of claim 2 wherein said projections are tapered in said opposite axial direction to facilitate alignment and engagement thereof with said grooves of the lock nut.

5. The shaft mounting assembly of claim 1 wherein the shaft has an inner portion interacting with said bearing assembly, an outer frustoconical portion tapering in said one axial direction on which the axially-extending splines are formed, and an intermediate portion on which the thread is formed and the lock nut is positioned, said bore of said retainer having a diameter which is greater than the diameter of the outward end of said frustoconical portion, but less than the diameter at the inward end thereof so that the retainer may be pressfitted onto said frustoconical portion.

6. The shaft mounting assembly of claim 1 wherein said retainer comprises a ring portion, said projections extending axially from one end of said ring portion, and an internal flange portion at the opposite end of said ring portion extending radially inward from said portion to define said bore.

7. The shaft mounting assembly of claim 6 wherein said ring portion is annular and said projections are substantially parallel to the shaft axis and have parallel circumferentially-spaced side edges.

8. The shaft mounting assembly of claim 6 wherein said ring portion and said projections have the same radial thickness.

9. The shaft mounting assembly of claim 8 wherein said ring portion and said projections are integrally made of sheet metal.

10. The shaft mounting assembly of claim 9 wherein said flange portion is integrally formed with said ring portion.

11. The shaft mounting assembly of claim 6 wherein said bearing means is a sprocket positioned on the shaft outward of the retainer to bear against said internal flange portion of said retainer, and further including means for fixing said sprocket in axial position on the shaft.

12. The shaft mounting assembly of claim 1 wherein said retainer is made of sheet metal, the sheet metal being of such strength to accommodate deformation of the serrations during axial and circumferential alignment of said retainer on the shaft.

13. The shaft mounting assembly of claim 1 wherein the number of serrations formed in said retainer bore is less than the number of splines formed on said shaft.

14. The shaft mounting assembly of claim 13 wherein the number of splines formed on said shaft is an integral multiple of the number of serrations formed in said retainer bore.

15. The shaft mounting assembly of claim 14 wherein the number of splines formed on said shaft is three times the number of serrations formed in said retainer bore.

16. In combination with a crawler tractor final drive including a shaft having an inner portion, an outer portion with axially-extending splines and an intermediate portion with a circumferential thread, said splines defining a plurality of spaced, circumferentially extending spaces between said splines, a bearing assembly rotatably supporting the shaft positioned about the inner portion, a lock nut threaded onto the intermediate portion outward of the bearing assembly to retain the bearing assembly in preselected axial position, the lock nut having axially-extending notches radially spaced from the shaft, and a sprocket mounted outward of the lock nut on the outer portion, a retainer positioned on the shaft between the lock nut and the sprocket for preventing rotation of the lock nut relative to the shaft comprising:

a ring portion having axially-extending projections circumferentially spaced about said ring portion, said projections extending inward to engage the notches of the lock nut to prevent rotation of the lock nut relative to said ring portion; and

an internal flange portion defining a bore through which the shaft extends, said bore having serrations with teeth cooperating with the shaft splines to fix said retainer against relative rotation about the shaft, said bore and said teeth being of a size that only the tips of the teeth are positioned within the spaces between the shaft splines and only partially fill the spaces in a circumferential direction, said sprocket bearing against said internal flange of said retainer to prevent axial movement of said retainer and maintain said projections in axial engagement with the notches of the lock nut, whereby the lock nut is fixed against relative rotation about the shaft so that the lock nut and the bearing assembly remain in preselected axial position.

17. A retainer for a nut threaded on a shaft adjacent axially extending shaft splines, said splines defining a plurality of spaced, circumferentially extending spaces between said splines, said retainer comprising:

a generally cup-shaped body having an inwardly directed flange and an axially directed ring wall,

said flange having a bore bordered by serrations for receiving the splined shaft, said bore having a cross-sectional size greater than the cross-sectional size of the shaft adjacent said nut, said serrations defining circumferentially spaced teeth which only partially fill the spaces between the shaft splines in a circumferential direction when the retainer is placed onto the splined shaft adjacent said nut so that the serration teeth contact the shaft splines,

said ring wall having integral spaced projections extending axially of the shaft, and

said lock nut having notches in its outer portion for engaging said retainer projections,

whereby positioning of the retainer axially of the shaft to engage the serrations with the shaft splines and the projections with the nut notches provides an interference fit holding the nut rotationally relative to the shaft.

18. A retainer for a lock nut threaded on a shaft, the shaft having axially-extending, circumferentially spaced, external splines, said splines defining a plurality of spaced, circumferentially extending spaces between said splines, and a circumferential external thread adjacent the splines in one axial direction for receiving the lock nut, the lock nut having notches radially spaced from the shaft and extending axially of the shaft, and said retainer comprising:

an axially directed ring spaced circumferentially about the shaft;

a plurality of circumferentially spaced projections at one end of said ring extending outward therefrom and axially of the shaft in one direction and being adapted to engage the notches of the lock nut;

an internal flange at the opposite end of said ring directed radially inward to define a serrated shaft receiving bore having a series of serration teeth, said bore and said teeth being of a size such that only the tips of the teeth are positioned within the spaces between the shaft splines and only partially fill the spaces in a circumferential direction, said serration teeth being of a number such that the number of splines is an integral multiple of the number of serration teeth formed about the bore, said flange having a structural strength to permit limited deformation of the tips when the retainer is fitted onto the shaft during assembly, whereby positioning of the retainer axially of the shaft to engage the serrations with the shaft splines and the projections with the lock nut notches provides an interference fit to hold the locknut against rotation relative to the shaft.