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Technical Paper

Finite Element Analysis and Test Correlation for Pressing and Staking of Planetary Gear Pinion Shaft

2018-04-03
2018-01-0481
During the assembly process of planetary gears, the pinion shaft is initially pressed in to the planetary carrier and then staking is performed to fix the pinion shaft to the carrier. The main purpose of the staking process is to prevent the movement of the pinion shaft during transmission operation. During assembly there should be minimal distortion of the assembly. The press-in process, pinion shaft and carrier are subjected to extremely high frictional loading due to the interference fit. The staking process permanently deforms the pinion shaft top and bottom ends, forming a protrusion that holds the shaft in position. The pinion shaft needs to sustain operational loads exerted by helical planetary gears, which tend to push the carrier flange out of position during operation. Staking length, staking force and interference between shaft and carrier hole are the critical parameters, which determine the maximum axial force that the pinion shaft can withstand.
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