Expandable bearing retainer

Abstract: An expandable bearing retainer includes a retainer body (20; 25) for supporting a plurality of balls (11; 24), and expanding means for allowing the bearing body (20; 25) to elastically expand in the circumferential direction so as to increase the inner diameter of the retainer. In a more specific embodiment, the retainer body (25) includes a plurality of circumferentially disposed rolling element retaining openings (28) formed on a first side of the retainer body. A plurality of slits (29) are formed on an opposite second side of the retainer body for forming the expanding means. Each of the plurality of slits (29) may be disposed between an adjacent pair of the plurality of rolling element retaining holes (28) so as to form an undulating overall shape for the retainer.

Description: BACKGROUND OF THE INVENTION The present invention is directed to a bearing retainer and, particularly, but not exclusively, to a bearing retainer for maintaining constant intervals between the rolling elements that support the spindle of a bicycle or the like. A retainer (cage) is a component for maintaining constant intervals between the rolling elements of a rolling bearing. Ball retainers are used with ball bearings, and roller bearing retainers are used with roller bearings. Depending on their manufacturing methods, there are pressed cages, which are obtained by the pressing of thin sheets (sheet metal); machined cages (hereinafter referred to as "retainers"), which are obtained by the cutting of ring-shaped blanks; and the like. An example of a metal retainer is shown in DE 189 196. When preassembled bearings for supporting rotating or fixed spindles are assembled to the spindles, it is sometimes impossible to fit a metal retainer on an end portion of a spindle when the outside diameter of the spindle exceeds the inside diameter of the retainer. A retainer made of a synthetic resin can be stretched somewhat within its limits of elasticity, so the inside diameter of the retainer can be increased slightly. However, changes are not permitted in excess of the modulus of elasticity of the resin without damaging the retainer. Thus, in some cases it becomes impossible to assemble bearing components. A method for cutting annular retainers to allow increased radial expansion has been known in the past (e.g., Japanese Laid-Open Utility Model Application 56-91923). However, such cutting tends to deform the retainers and makes it impossible to stably retain the rolling elements. A bicycle is equipped with crank spindles, hub spindles, and other spindles. The two ends of a crank spindle may be equipped with a rectangular cross section in order to fix the cranks. These types of crank spindle are referred to as a cotterless type. Ideally, these spindles should have minimum weight because motive power is provided by human effort. A known technique of weight reduction is to use hollow crank spindles in place of solid ones (e.g, Japanese Laid-Open Utility Model Application 52-60058). However, in a crank spindle, constant torsional stress and other loads are applied because the crank receives the tread force of the left pedal, captures this force as a torsional torque, and transmits this torque as motive power to the chain via the front chainwheel. When a hollow crank spindle is adopted, increasing the inside diameter of the hollow portion reduces the wall thickness of the corresponding part of the spindle. This, in turn, reduces the strength of the spindle. In order to provide sufficient weight reduction while maintaining strength, it is desirable to increase the outer diameter of the spindle. In addition, the inner bore of a hollow crank spindle should be maximized because of the limitations imposed by boring tools. The Applicant has already proposed a structure in which the crank spindle and the left and right cranks are joined by serrations formed on the outer peripheral surface of the crank spindle in order to enhance the strength of the joints. This structure is disclosed in Japanese Patent Application 8-46657. The bonding strength of the crank attachments of the hollow crank spindle can be enhanced by increasing the diameter of these attachments. Unfortunately, the bore diameters of the bottom brackets for supporting crank spindles are standardized. Also, because a crank spindle is supported by rolling elements in the inner bore of the bottom bracket, gaps are needed for the rolling elements and for the fixed cup and the adjusting cup that support the rolling elements. Thus, the diameter of the middle portion of the hollow crank spindles supported in the bottom bracket cannot be increased arbitrarily. One possible solution to the limit placed on the diameter of the middle portion of the spindle is to increase the diameter of the ends of the spindle while maintaining the diameter of the middle portion of the spindle sufficiently small to fit within the bottom bracket shell and accommodate the bearings. However, since the bearing retainer used to mount the bearings to the middle portion of the spindle must have a diameter equivalent to the diameter of the middle portion, the bearing retainer cannot be moved past the larger diameter ends of the spindle, thus making it impossible to assemble the bearings. As a result, it is sometimes impossible to obtain effective weight reduction while maintaining the required strength of the spindle. SUMMARY OF THE INVENTION According to a first aspect of the present invention, there is provided an expandable bearing retainer in accordance with Claim 1. According to a second aspect of the present invention, there is provided an axle assembly in accordance with Claim 9. Preferred embodiments provide a bearing retainer that can expand in the circumferential direction so that the retainer may be installed on a spindle having end diameters greater than the normal inner diameter of the retainer. The retainer can so expand yet still stably support the rolling elements when the retainer is installed on the middle portion of the spindle. In one embodiment of the present invention, an expandable bearing retainer includes a retainer body for supporting a plurality of balls, and expanding means for allowing the retainer body to elastically expand in the circumferential direction so as to increase the inner diameter of the retainer. In a more specific embodiment, the retainer body includes a plurality of circumferentially disposed rolling element retaining openings formed on a first side of the retainer body. A plurality of slits are formed on an opposite second side of the retainer body for forming the expanding means. Each of the plurality of slits may be disposed between an adjacent pair of the plurality of rolling element retaining openings so as to form an undulating overall shape for the retainer. The retainer may be used in an axle assembly comprising a spindle having a first end, a second end, and a middle portion, wherein an outer diameter of the first end and an outer diameter of the second end both are greater than an outer diameter of the middle portion. A track groove may be formed on an outer peripheral surface of the middle portion, and a plurality of rolling elements may be disposed in the track groove. The expandable bearing retainer may be used for supporting the plurality of rolling elements circumferentially around the track groove, even though the inner diameter of the bearing retainer is less than the outer diameters of the first and second ends of the spindle. BRIEF DESCRIPTION OF THE DRAWINGS Figure 1 is a partial cross sectional view of an axle assembly which incorporates a particular embodiment of an expandable bearing retainer according to the present invention; Figures 2(a) and 2(b) are detailed and side views, respectively, of an end of the axle shown in Figure 1; Figures 3(a) and 3(b) are front and cross sectional views, respectively of the right side bearing retainer shown in Figure 1 (they do not show an embodiment according to claims 1 to 8); and Figures 4(a)-4(d) are front, rear, side and cross sectional views, respectively, of a particular embodiment of the left side bearing retainer shown in Figure 1. DETAILED DESCRIPTION OF THE EMBODIMENTS Figure 1 is a partial cross sectional view of an axle assembly which incorporates a particular embodiment of an expandable bearing retainer according to the present invention. As shown in Figure 1, a through hole 3 is formed in the center of the crank spindle 2, and an internal thread 4 is formed on the inner peripheral surface at the two ends of the through hole 3. The internal thread 4 is designed to threadably accommodate fixing bolts (not shown) for fixing the crank spindle 2 and cranks (not shown). Serrations 6 are formed at the two ends of the crank spindle 2 as shown in more detail in Figures 2(a) and 2(b). The serrations 6 are obtained by integrally forming eight projections 7 of angular cross section at isogonal positions in the outer peripheral locations at the two ends of the crank spindle 2. Tapered portions 10 are formed on the outer periphery near the two ends of the crank spindle 2. Crank serrations (not shown) corresponding to the serrations 6 are formed in the crank holes of the crank spindle. Crank serrations and the serrations 6 formed in the crank spindle 2 mesh with each other, and at the same time the tapered portions 10 of the crank spindle 2 come into contact with the tapered inner bore formed coaxially with the crank serrations, thus providing tapered joining. As a result, the crank spindle 2 and the cranks are firmly and concentrically linked by the combined serrated and tapered joining. A first track groove 12 is integrally formed on the outer peripheral surface of the crank spindle 2. In this embodiment, the first track groove 12 is a groove of circular cross section for supporting seven steel balls 11. The diameter of the bottom portion of the first track groove 12 is designated D1. A second track groove 13 is integrally formed on the outer peripheral surface of the crank spindle 2 at an axial distance from the first track groove 12 for supporting steel balls 24. An inward projection 5 of circular cross section is formed beneath the second track groove 13. The diameter of the bottom portion of the second track groove 13 is designated D2. The diameter D1 of the bottom portion of the first track groove 12 and the diameter D2 of the bottom portion of the second track groove 13 satisfy the relation D1 > D2. As a result, the wall thickness S in the midportion of the crank spindle 2 is reduced in the position corresponding to the second track groove 13 if the projection 5 is absent in the case of a straight through hole 3. Consequently, the projection 5 is shaped in such a way that it extends into the through hole 3, maintaining the required wall thickness. The midportion 14 of the crank spindle 2 (i.e., the portion between the first track groove 12 and the second track groove 13) has an outer diameter d1, and the largest tapered portions 10 have a diameter d2. The two diameters normally satisfy the relation d2 > d1. Figures 3(a) and 3(b) are diagrams depicting a first retainer 20 for the steel balls 11, wherein Figure 3(a) is a front view and Figure 3(b) is a cross section of Figure 3(a) taken along line IIIb-IIIb. The first retainer 20 serves to maintain constant intervals between the steel balls 11 of a rolling bearing. The first retainer 20 is annular in shape and is made of the synthetic resin Duran. Seven ball-retaining units 22 are formed at isogonal positions in an annular body 21. The ball-retaining units 22 have partial openings 23 and are centered around a line h orthogonal to the center line O of the body 21. The size of the ball-retaining openings 23 somewhat exceeds the diameter of the steel balls 11 to accommodate their rotation. The seven steel balls 11 are inserted into and retained by the seven corresponding ball-retaining units 22. The inside diameter d3 of the first retainer 20 exceeds the diameter D1 of the first track groove 12 and is greater than the diameter d2 of the largest tapered portions 10. This is because the first retainer 20 cannot be fitted on an end portion of the crank spindle 2 during assembly if the tapered portions 10 are wide. It should be noted, however, that because the first retainer 20 is made of a synthetic resin, it can be stretched somewhat within its limits of elasticity, and the relationship between the diameters of the spindle and the retainer therefore allows the dimensions to be varied within this tolerance range. Figures 4(a), 4(b), 4(c), and 4(d) are front, rear, side and cross sectional views, respectively, depicting a second retainer 25 for the steel balls 24. The second retainer 25 serves to maintain a constant interval between the steel balls 24 of the rolling bearing. The second retainer 25 is annular in shape and is made of the synthetic resin Duran. Seven ball-retaining units 27 are formed at isogonal positions in an annular body 26. The ball-retaining units 27 have partial openings 28 and are centered around a line h orthogonal to the center line O of the body 26. The size of the ball-retaining openings 28 somewhat exceeds the diameter of the steel balls 24 to accommodate their rotation. The seven steel balls 24 are inserted into and retained by the seven corresponding ball-retaining units 27. Seven slits 29 are axially disposed at isogonal positions on the back surfaces of the seven ball-retaining openings 28 to form an overall undulating shape of the second retainer 25. Therefore, the formation of the slits 29 allows the second retainer 25 to be extended in the circumferential direction and to be formed to a large diameter. The inside diameter d4 of the second retainer 25 ordinarily exceeds the diameter D2 of the second track groove 13 but is at least less than the diameter d2 corresponding to a crank spindle 2 with the largest tapered portions 10. Because the diameter D2 of the second track groove 13 is less than the diameter D1 of the first track groove 12, the inside diameter d4 and the outside diameter of the second retainer 25 are less than the inside diameter d3 and the outside diameter of the first retainer 20. Therefore, the slits 29 are formed in view of the fact that the second retainer 25 ordinarily cannot be fitted on the tapered portions 10 of the crank spindle 2 even when this retainer is stretched somewhat within its limits of elasticity. The formation of the slits 29 allows the second retainer 25 to be extended in the circumferential direction and to be formed to a large diameter. More specifically, providing a plurality of slits 29 has the advantage of raising the expansion ratio and of ensuring adaptability to a variety of outside diameters of the spindle. An annular spacer 30 made of a urethane resin is wound around the crank spindle 2 in the end portion facing the first track groove 12. The material of the spacer 30 is not limited to a urethane resin and can be any other elastic material. A seal guard 31 consisting of Duracon and having an F-shape in its cross section is wound around the outside of the spacer 30. Similarly, an annular spacer 46 made of a urethane resin is wound around the crank spindle 2 in the end portion facing the second track groove 13, and a seal guard 47 consisting of Duracon and having an F-shape in its cross section is wound around the outside of the spacer 46. A rubber seal 32 facing the seal guard 31 is packed along the inner peripheral surface 36 of the inner bore of a shell 35, and a rubber seal 48 facing the seal guard 47 is packed along the inner peripheral surface 36 of the inner bore of the shell 35. The shell 35 is disposed around the outside between first rolling elements 11 and second rolling elements 24. The shell 35 comprises a large-diameter portion 37 and a small-diameter portion 38, and a ramp 39 is formed between the large-diameter portion 37 and the small-diameter portion 38. A third track groove 41 for rollably accommodating the steel balls 11, and a fourth track groove 42 for rollably accommodating the steel balls 24 are formed in the peripheral surface of the inner bore of the shell 35. A flange 43 is integrally formed at one end of the shell 35, and an external thread 44 is formed along the outer periphery on the inside of the flange 43. When the external thread 44 of the shell 35 is screwed into the internal thread formed in the inner bore of the bottom bracket 45 of the bicycle, the flange 43 is pressed against the end face thereof and is fixed to the bottom bracket 45. A roughly cylindrical adaptor 50 is fitted around the outside on the other end of the shell 35. The adaptor 50 is a nut means for fixing the hollow crank spindle unit 1 for bicycles to the bottom bracket 45. An external thread 51 is formed around the outside of the adaptor 50. A groove is formed in the inner peripheral surface of the inner bore of the adapter 50, and a Duracon ring 54 is fixedly inserted into this groove. The inner peripheral surface of the ring 54 is in contact with the outer peripheral surface of the shell 35, thereby fixedly positioning the shell 35 in the bottom bracket 45. A projection 52 designed to be engaged by a spanner at isogonal positions is formed around the outside of the flange of the adaptor 50, and a projection 53 designed to be engaged by a spanner at isogonal positions is formed around the inside of the flange. When the external thread 51 of the adaptor 50 is screwed with the aid of a spanner (not shown) into the internal thread formed in the inner bore of the bottom bracket 45 of the bicycle, the flange is pressed against the end face thereof, and the hollow crank spindle unit 1 is fixed to the bottom bracket 45. The second retainer 25 is fitted on the crank spindle 2 after the insertion of the steel balls 24 between the second track groove 13 and the fourth track groove 42 of the shell 35 is completed. At this time, fitting is ordinarily impossible when the inside diameter d4 of the second retainer 25 is less than the outside diameter d2 of the tapered portions of the crank spindle 2, but assembly can still be achieved because the presence of the slits 29 ensures circumferential expansion and allows the second retainer 25 to increase its diameter. The bottom bracket 45 of a bicycle is attached to the hollow crank spindle unit 1 in the following manner. The hollow crank spindle unit 1 is inserted, with the adaptor 50 removed, into the inner bore of the bottom bracket 45. When the external thread 44 of the shell 35 is screwed with the aid of a spanner (not shown) into the internal thread formed in the inner bore thereof, the flange 43 is pressed against the end face thereof and is fixed to the bottom bracket 45. When the external thread 51 of the adaptor 50 is screwed with the aid of a spanner (not shown) into the internal thread formed in the inner bore of the bottom bracket 45 of the bicycle, the flange is pressed against the end face thereof, and the hollow crank spindle unit 1 is firmly fixed to the bottom bracket 45. While the above is a description of various embodiments of the present invention, further modifications may be employed without departing from the scope of the present invention. For example, the size, shape, location or orientation of the various components may be changed as desired. The functions of one element may be performed by two, and vice versa. Although the first retainer 20 and the second retainer 25 pertaining to the embodiment described above were made of the synthetic resin Duran, it is also possible to use metals, hard rubber materials, and other materials. Furthermore, the slits 29 formed by cutting on one side can be replaced with slits formed by cutting on the other side or by alternate cutting. Although the steel balls 11 and 24 pertaining to the embodiment described above had the same diameters, it is also possible for these diameters to be different. In addition, the embodiment described above referred to a projection 5 that extended into the through hole 3 of a crank spindle 2, but this requirement is not always necessary, and a rectilinear through hole may also be used as long as there are no strength-related problems. Thus, the scope of the invention should not be limited by the specific structures disclosed. Instead, the true scope of the invention should be determined by the following claims.

Claims: An expandable bearing retainer (25) comprising: a retainer body (26) for supporting a plurality of rolling elements (24); and expanding means for allowing the retainer body to elastically expand in the circumferential direction; wherein the retainer body (26) includes a plurality of circumferentially disposed rolling element retaining openings (28) formed on a first side of the retainer body, and characterised in that a plurality of slits (29) are formed on an opposite second side of the retainer body for forming the expanding means. The retainer (25) according to claim 1 wherein the retainer body (26) has an annular shape. The retainer (25) according to either preceding claim wherein the plurality of rolling element retaining openings (28) are disposed at substantially equal intervals along the first side of the retainer body. The retainer (25) according to any preceding claim wherein the plurality of slits (29) alternate with the plurality of rolling element retaining openings (28). The retainer (25) according to any preceding claim wherein the plurality of slits (29) are interleaved with the plurality of rolling element retaining openings (28). The retainer (25) according to any preceding claim wherein each of the plurality of slits (29) is disposed between an adjacent pair of the plurality of rolling element retaining openings (28). The retainer (25) according to any preceding claim wherein the retainer body has an undulating shape for forming the expanding means. The retainer (25) according to any preceding claim wherein the retainer body is continuous along its entire circumference. An axle assembly comprising: a spindle (2) having a first end, a second end, and a middle portion (14); wherein an outer diameter (d 2 ) of the first end and an outer diameter (d 2 ) of the second end both are greater than an outer diameter (d 1 ) of the middle portion (14); a track groove (12,13) formed on an outer peripheral surface of the middle portion (14); a plurality of rolling elements (11,24) disposed in the track groove (12,13); an expandable bearing retainer (20,25) for supporting the plurality of rolling elements (11,24) circumferentially around the track groove (12, 13); and wherein an inner diameter (d 3 ,d 4 ) of the bearing retainer (20,25) is less than the outer diameter (d 2 ) of the first end and the outer diameter (d 2 ) of the second end. The assembly according to claim 9 wherein the expandable bearing retainer (25) is in accordance with any one of Claims 1 to 8.

Inventors: YAMANAKA MASAHIRO, YAMANAKA, MASAHIRO
Applicants: SHIMANO KK, SHIMANO INC.
Application year: 1997
Main classification: F16C33
IPC codes: F16C33, B62M3, B62K19