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Transaxle Bearing Setup Questions

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Jieve

Mechanical
Jul 16, 2011
131
Hello,

A student of ours recently began disassembling a transaxle used in an off-road buggy, and after spending a little time taking a look at how it was designed, I had a few questions about the bearing setup.
As I understand it, when a torque is applied to a rotating shaft, the inner rings of the bearings should be press fit and the outer rings a clearance fit. Additionally, one bearing should be non-locating i.e. its outer ring should not be constrained axially to allow shaft expansion.

In this design, the outer rings of the ball bearings for each of the shafts are pressed fitted into the cast housing. The inner rings, as far as I can tell, are clearance fitted (actually it may be that one inner ring is press fitted also, since I can’t remove one end of each shaft and I don’t see any axial locating devices fastening the bearing to the shaft).

Each of the outer rings of the bearings are butted up against a shoulder in the housing, but nothing is retaining them axially from the insertion side. However, due to the shaft shoulders against which the inner rings of the bearings sit, after the entire thing is assembled, there would be no way for the shaft to move axially, or for the bearings to move axially.

I’m curious however, why the bearings were press fit into the housing and not onto the shaft. Wouldn’t this have a tendency to damage the bearing inner ring surface through that rotating load? Also, I’m not seeing where the expansion of the shafts is accommodated. I guess it is possible that there is slight axial play where the loose end of the shaft fits into the bearing inner ring, but I obviously can’t see through the housing with it assembled to verify. However, this doesn’t seem like an optimal design from what I understand. I had heard from a local machine part supplier that if a shaft is very short, such as these transaxle shafts, that axial thermal expansion is almost negligible and can be taken up by the bearings (in a similar design we calculated shaft expansion to be on the order of fractions of a mm).

What are your opinions about this? Is it common practice to neglect thermal expansion for such short shafts? Or maybe it is assumed that the transaxle fluid removes heat fast enough to keep that expansion minimized? And is this press fit arrangement simply for ease of assembly? It seems they could have just as well pressed the bearings on the shafts and left the outer rings floating.

Thanks for any responses!
 
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The press fit/ one locating bearing stuff comes from industrial bearing catalogs, which generally apply to jackshafts where the loads are primarily radial.

Transaxle bearings are generally subject to large thrust loads in addition to the radial loads. General rules for p/t shafting and such are irrelevant; transaxles are made in huge numbers, and a lot of R&D goes into getting them right, or at least good enough to survive the warranty period without attention of any kind.

It might be helpful to buy the factory overhaul manual for the transaxle's donor vehicle. They often include cutaways that can illuminate your understanding.



Mike Halloran
Pembroke Pines, FL, USA
 
I agree with Mike on this one. Fits start to get funky on complete assemblies such as these.

My best guess for both bearings to be blocked axially (as opposed to the classic fix/free setup) is that they wanted an axial preload applied to the bearing for stiffness. This preload would be applied when you bolt the whole thing together.


 
Jieve's last log-in was August 7, same day as the post. I wonder if he's been busy reading the factory overhaul manual.
 
Thanks Mike and Dave for the responses. I have been wanting to take a closer look at that transaxle but working insane hours and absolutely no time, since it's currently not directly relevant to any of my projects. When I can find time and ever find the manual (it was manufactured and designed in china) then I'll take a closer look. Would like to learn all I can about bearing Setups and design applications, hence my post here. But right now can only do that in my free time.
 
Re: the bearing taking up expansion, I'd agree that you don't necessarily need to have a floating bearing when the distance between the bearing centres is small, and the temperatures aren't out of the ordinary. Maybe use a C3 clearance for peace of mind.
 
Uh, transaxle and axle temperatures are other than ordinary.

They are typically set up with considerable preload. ... so much that the housing itself is used as a spring.



Mike Halloran
Pembroke Pines, FL, USA
 
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