Shaft-Hub Locking Devices Information
Last revised: January 15, 2025
Shaft-hub locking devices frictionally clamp gears, pulleys, flywheels, and other components to a shaft without the need for threads or keys. Axial loads applied to the locking devices are translated into radial loads that clamp the gear, pulley, or other component to a shaft.
Shaft-hub locking devices for internal applications fit between the component to be locked and the shaft. The component being locked has a thru bore or a counter bore for the locking device.
Locking devices for external applications fit over the hub of the component to be locked. The component can have one hub projection or two, symmetrical hub projections. Common internal forms of shaft-hub locking devices are thru-bore and counter-bore, while external devices include general external and split.
Types
Thru-bore shaft-hub locking devices can be mounted in a thru bore in the component (these do not require a pre-centering bore). The locking device fits between the component and the shaft. As an axial load is applied by the locking device, a radial load is generated onto the shaft and component hub bore providing a frictional locking connection.
Counter-bore devices, by contrast, require a pre-centering counter (blind) bore in the component. The locking device fits between the component counter bore and the shaft.
General external shaft-hub locking devices have hub projections, which has a hub projection. The component fits over the shaft and the locking device fits over the component hub projection. The locking device exerts a radial force that transmits through the hub and onto the shaft, frictionally locking the component in place.
Split devices have symmetrical hub projections and the locking device has two equal sections. The component fits over the shaft and the locking device fits over the component hub projections. The two halves of the locking device clamp together via bolts that run through the component being clamped.
When tightened, the locking device exerts a radial force that transmits through the hub and onto the shaft, frictionally locking the component in place.
Shaft-Hub Locking Devices FAQs
How do different types of shaft-hub locking devices impact the overall efficiency and reliability of a mechanical system?
The impact of different types of shaft-hub locking devices on the overall efficiency and reliability of a mechanical system can be significant.
Types of Locking Devices
Set Screws: These are common but can mar the shaft and do not allow for phase adjustments. They are simple but may not be suitable for high-precision applications.
Keys and Pins: These can handle high torques and are easy to manufacture and assemble. However, they do not permit phase adjustments and may add backlash, which can affect precision and efficiency.
Interference Fits: These provide a strong connection by friction but can complicate maintenance and installation. They are not easily removable, which can impact system reliability during maintenance.
Keyless POWER-LOCK Systems: These use concentric surface pressure for a secure fit and are easier to maintain compared to interference fits. They offer a balance between stability and ease of maintenance.
Clamping Collar and Self-Centering Clamping Systems: These allow for easy installation and removal. Proper fit is crucial to avoid eccentricity, which can cause imbalance and misalignment. When properly fitted, they offer superior performance and handling.
Efficiency and Reliability Considerations
Alignment and Phase Adjustment: Devices that allow for precise alignment and phase adjustment can improve the efficiency of power transmission systems by reducing energy losses and wear.
Maintenance and Cost: The ease of maintenance and the associated costs are important for long-term reliability. Systems that are difficult to disassemble or require special tools can increase downtime and maintenance costs.
Torque Transmission: The ability to transmit torque without slippage is crucial for efficiency. Systems like the keyless POWER-LOCK and properly fitted clamping systems can provide reliable torque transmission.
Overall, the choice of shaft-hub locking device should consider the specific requirements of the application, including torque, alignment, maintenance, and cost factors, to optimize both efficiency and reliability.
How do clamping systems compare to interference fits in terms of maintenance?
When comparing clamping systems to interference fits in terms of maintenance, several key differences emerge:
Ease of Installation and Removal
Clamping Systems: These systems, such as clamping collar and self-centering clamping systems, offer the advantage of very easy installation and removal. This ease of handling makes them more favorable for maintenance tasks, as they do not require special procedures or tools for disassembly.
Interference Fits: These require precise fitting, often involving sub-zero cooling of the shaft or heating of the hub, which can complicate both installation and removal. This complexity can pose challenges during maintenance, as the parts are not easily separable.
Maintenance Challenges
Clamping Systems: Proper fit is crucial to avoid issues such as eccentricity, imbalance, and misalignment. However, when properly fitted, they provide superior performance and are easier to handle than interference fits.
Interference Fits: While they provide a strong connection, they prevent easy removal of the shaft from the hub for maintenance or replacement, which can increase downtime and maintenance complexity.
Long-term Reliability
Clamping Systems: With proper shaft fits and screw tightening torques, clamping systems can offer reliable performance and easier maintenance, making them suitable for applications where frequent maintenance is anticipated.
Interference Fits: Although they are stable and reliable in terms of connection strength, the difficulty in disassembly can impact long-term maintenance efficiency and reliability.
Overall, clamping systems tend to be more maintenance-friendly compared to interference fits, especially in applications where ease of disassembly and reassembly is important.
What are the cost considerations when choosing between clamping systems and interference fits?
When considering the cost implications of choosing between clamping systems and interference fits, several factors come into play:
Manufacturing Costs
Clamping Systems: These systems generally require less precise machining compared to interference fits. The need for precise shaft tolerances and features such as keyways, drilled or tapped holes, flats, and shoulders can increase manufacturing costs.
Interference Fits: These require precise fitting, often involving additional processes like sub-zero cooling or heating, which can increase manufacturing complexity and cost.
Assembly and Installation Costs
Clamping Systems: They are easier to install and remove, which can reduce labor costs associated with assembly and maintenance.
Interference Fits: The complexity of installation, which may involve special procedures, can increase assembly costs.
Maintenance Costs
Clamping Systems: Easier maintenance due to simple disassembly and reassembly can lead to lower long-term maintenance costs.
Interference Fits: The difficulty in disassembly can increase maintenance costs due to longer downtime and the need for specialized tools or procedures.
Purchasing Costs
Clamping Systems: The need for additional components such as clamps can add to the initial purchasing cost.
Interference Fits: While they might not require additional components, the cost of precise machining and potential additional processes can offset this advantage.
Overall, while clamping systems may have higher initial purchasing costs due to additional components, they often offer savings in manufacturing, assembly, and maintenance, making them potentially more cost-effective over the life of the product. Interference fits, on the other hand, may have lower initial component costs but can incur higher costs in manufacturing and maintenance.
What are the specific applications where keyless locking systems are most beneficial?
Keyless locking systems, such as the POWER-LOCK system, are particularly beneficial in several specific applications due to their unique advantages. Here are some areas where they are most advantageous:
High Torque Transmission Applications
Keyless locking systems provide reliable torque transmission without slippage, making them ideal for applications that require high torque, such as heavy machinery and industrial equipment.
Applications Requiring Frequent Maintenance
The ease of installation and removal of keyless systems simplifies maintenance tasks, reducing downtime and maintenance complexity. This makes them suitable for applications where components need to be frequently serviced or replaced.
Precision Alignment and Phase Adjustment
These systems offer greater flexibility in alignment and phase adjustment, which is crucial for applications requiring precise control and accuracy, such as robotics and precision machinery.
Cost-Effective Long-Term Use
Although the initial purchasing cost might be higher, keyless systems often offer savings in manufacturing, assembly, and maintenance, making them cost-effective over the life of the product. This is beneficial in applications where long-term cost efficiency is a priority.
Durable and Reliable Connections
The design of keyless systems ensures more durable drive shaft connections, which is advantageous in applications where reliability and durability are critical, such as in automotive and aerospace industries.
These applications highlight the versatility and effectiveness of keyless locking systems in various engineering contexts.
What is the installation process of keyless locking systems?
The installation process of keyless locking systems, such as the POWER-LOCK system, involves several key steps and considerations that contribute to their ease of use and reliability.
Ease of Installation
Keyless locking systems are designed for straightforward installation without the need for special procedures or tools. This simplicity is one of their main advantages over traditional methods like interference fits, which often require precise fitting techniques such as sub-zero cooling or heating.
Concentric Surface Pressure
The keyless locking system relies on concentric surface pressure to secure components like gears and sprockets to a shaft. This method ensures a tight and secure fit, which is crucial for maintaining torque transmission and system efficiency.
Alignment and Adjustability
During installation, keyless systems allow for precise alignment and phase adjustment. This flexibility is beneficial in applications requiring accurate control and positioning, as it helps reduce energy losses and wear.
Maintenance Considerations
The design of keyless systems facilitates easy removal and reinstallation, which simplifies maintenance tasks. This ease of handling reduces downtime and maintenance complexity, making them suitable for applications where frequent servicing is anticipated.
How do clamping systems compare to interference fits in terms of maintenance?
When comparing clamping systems to interference fits in terms of maintenance, several key differences emerge:
Ease of Installation and Removal
Clamping Systems: These systems, such as clamping collar and self-centering clamping systems, offer the advantage of very easy installation and removal. This ease of handling makes them more favorable for maintenance tasks, as they do not require special procedures or tools for disassembly.
Interference Fits: These require precise fitting, often involving sub-zero cooling of the shaft or heating of the hub, which can complicate both installation and removal. This complexity can pose challenges during maintenance, as the parts are not easily separable.
Maintenance Challenges
Clamping Systems: Proper fit is crucial to avoid issues such as eccentricity, imbalance, and misalignment. However, when properly fitted, they provide superior performance and are easier to handle than interference fits.
Interference Fits: While they provide a strong connection, they prevent easy removal of the shaft from the hub for maintenance or replacement, which can increase downtime and maintenance complexity.
Long-term Reliability
Clamping Systems: With proper shaft fits and screw tightening torques, clamping systems can offer reliable performance and easier maintenance, making them suitable for applications where frequent maintenance is anticipated.
Interference Fits: Although they are stable and reliable in terms of connection strength, the difficulty in disassembly can impact long-term maintenance efficiency and reliability.
Overall, clamping systems tend to be more maintenance-friendly compared to interference fits, especially in applications where ease of disassembly and reassembly is important.
Shaft-Hub Locking Devices Media Gallery
References
GlobalSpec— Selecting the Best Hub Fastener for a Power Transmission Application
GlobalSpec—Keyless POWER-LOCK® ensures more durable drive shaft connections
Image credits:
KTR Corporation | Ringfeder Power Transmission USA Corporation