When specifying a coupling for a mechanical system, many factors are involved in the decision. Andy Lechner of R +W America, Ross Rivard of Ringfeder and Bobby Watkins of Ruland Manufacturing Co. will each take some time to help us gain a better understanding of when the different types of couplings make the most sense for an application.

1. #DWwebinar
Flexible vs. Rigid
Couplings

2. #DWwebinar
q This webinar will be available afterwards at
www.designworldonline.com & email
q Q&A at the end of the presentation
q Hashtag for this webinar: #DWwebinar
Before We Start

3. #DWwebinar
Mike Santora
Associate Editor -
Moderator
Design World
Edward Cole
Engineering Manager
Ringfeder Power
Transmission USA Corp.
Andy Lechner
Product Manager
R+W America
Flexible vs. Rigid Couplings
Bobby Watkins
Vice President of Sales
Ruland Manufacturing Co. Inc.
Meet the speakers…

4. #DWwebinar

5. #DWwebinar
PARALLEL SHAFT MISALIGNMENT
• results from lack of pilots in moun>ng frames / coupling housings
• most harmful to bearings and couplings
• even small amounts (e.g., >0.001”) can place a large amount of
stress on adjacent shaN bearings, contribute to vibra>on, and reduce
system efficiency

6. #DWwebinar
ANGULAR SHAFT MISALIGNMENT
• results from moun>ng surfaces not being flat or level
• slightly less harmful to bearings and couplings
• rarely exists without parallel misalignment

7. #DWwebinar
AXIAL SHAFT MISALIGNMENT (END PLAY)
• results from thermal expansion of shaNing
• results from motor shaN end-play
• occurs to varying degrees independent of other types of misalignment

8. #DWwebinar
MOUNTING WITH PILOTS
• protruding feature of a precision diameter and concentric to the shaN
• exists on almost all servo motors, stepper motors and precision gearboxes
• when used in conjunc>on with a precision machined housing, parallel shaN
alignment within 0.001-0.003” should be guaranteed

9. #DWwebinar
RIGID COUPLINGS
• disclaimer – R+W does not make rigid couplings
• very useful in joining shaNs which are not both bearing supported
• allows one shaN to support the other
• no misalignment loading if only one shaN is bearing supported
• useful when one connected component has a flexible frame
• (e.g., encoders with flexible mounts)
• allows that component to flex during shaN rota>on to
compensate for misalignment
• some>mes used to couple a length of shaNing on each end
• works well when the shaN is long enough to flex slightly
• mostly for slower rota>onal speeds
• oNen used in cases where high precision rota>on is needed but then
require difficult alignment procedures

10. #DWwebinar
FLEXIBLE COUPLINGS
• disclaimer – R+W does make and sell flexible couplings
• generally considered to be a best prac>ce between supported shaNs
• reduces side loads, which are s>ll high at 0.001” misalignment
• helps extend bearing life
• can help with vibra>on damping
• many varie>es and moun>ng op>ons are available on the market
• torsionally rigid versions
• vibra>on damping versions
• high misalignment versions
• self-suppor>ng line shaN versions

11. #DWwebinar
BACKLASH
• mechanical clearance which results in lost mo>on
• necessary in most gears, but can be avoided in flexible couplings

12. #DWwebinar
TORSIONAL WIND-UP
• momentary deflec>on as a result of torque loading
• occurs to varying degrees in all drive components but is generally
greater in flexible couplings than in rigid couplings

13. #DWwebinar
BELLOWS COUPLINGS
• unlike other “spring” type couplings they are torsionally rigid
• used typically in highly dynamic or high precision applica>ons
• offers the benefits of reduced bearing loads with high performance
• s>ll not as torsionally s>ff as rigid couplings but worth considering

14. #DWwebinar
PRECISION ELASTOMER COUPLINGS
• torsionally soN for vibra>on damping but preloaded for zero backlash
• offers compensa>on for small amounts of shaN misalignment
• high torque density compared with other flexible coupling types

15. #DWwebinar
EXAMPLE: BALL SCREW / LEAD SCREW APPLICATION
• GIVEN: 10Nm torque load / 10mm lead
• 10Nm bellows coupling
• torsional s>ffness of 157 Nm/deg = 0.064° angular deflec>on
• with a 10mm lead this results in 0.0018mm (0.00007”)linear error
• 10Nm elastomer coupling (standard insert)
• sta>c torsional s>ffness of 4.54 Nm/deg = 2.2° angular deflec>on
• with a 10mm lead this results in 0.0611mm (0.00241”) linear error

16. #DWwebinar
THANKS FOR YOUR TIME!

17. Selecting Couplings For
Your Servo Applications
Ed Cole, Engineering Manager

18. #DWwebinar
Servo Coupling Requirements!
• Backlash-free to maintain positioning accuracy.
• Mass balanced for high rotational speeds.
• Designed for low to moderate torques—usually to 100 Nm.
• Tolerant of shaft misalignments.
• Maintenance free.

19. #DWwebinar
Servo Coupling Applications!
• Any automation system with shaft-driven linear motion, including:
• Machine tools.
• Packaging equipment.
• Test and measurement systems.
• Semiconductor manufacturing.

20. #DWwebinar
Servo Coupling Choices!
• Two types of servo couplings can meet these requirements:
• Rigid metal bellows couplings.
• For example, Ringfeder Gerwah EKN and DKN Series.
• Flexible servo insert couplings.
• For example, Ringfeder Gerwah GWE Series.

21. #DWwebinar
Servo Coupling Choices!
• Many servo applications do not strongly favor one type of coupling over another.
• Either a metal bellows and servo insert coupling can satisfy basic torque, shaft size and
lifecycle requirements.
• But each type of coupling has its subtle advantages:

22. #DWwebinar
Metal Bellows Coupling!
• Typically constructed of stainless steel bellows with aluminum hubs.
• Integrated clamping hubs or set screws in miniature models.

23. #DWwebinar
Metal Bellows Coupling!

24. #DWwebinar
Servo Insert Coupling!
• Typically consists of aluminum hubs and elastomer “spider” inserts.
• Clamping via set screws or integrated clamping hub

25. #DWwebinar
• Adjustable flexibility by changing elastomer inserts.
• Harder inserts approach metal bellows stiffness.
• Softer inserts maximize damping and misalignment tolerance.
• Optimize vibration damping through insert selection.
• Excellent tolerance of radial, axial and angular misalignment.
• Good torque transmission and angular positioning performance.
Servo Insert Coupling!

26. #DWwebinar
Servo Insert Coupling Application!

27. #DWwebinar
• Keep in mind that servo couplings often work in conjunction with other power
transmission components, such as gear boxes and linear actuators.
• It’s important to choose couplings whose
designs work well with related
power transmission components.
• Shrink discs
• Locking assemblies
Couplings Are Part Of A System!

28. #DWwebinar
Couplings Are Part Of A System!

29. #DWwebinar
Couplings Are Part Of A System!

30. #DWwebinar
Metal Bellows Servo Insert
Product Examples! EKN, DKN, AKN Series! GWE Series!
Adjustable Rigidity!
Torque Transmission!
Backlash Free!
Misalignment Tolerance!
Damping!
Low Inertia!
Servo Couplings At A Glance!

31. Thank You
Ed Cole
Engineering Manager
Tel: (201) 666-3320
Email: edward.cole@ringfeder.com

32. #DWwebinar Presented by: Bobby Watkins www.ruland.com
Flexible vs. Rigid Couplings
Presented by: Bobby Watkins www.ruland.com

33. #DWwebinar Presented by: Bobby Watkins www.ruland.com
Types of Misalignment
Presented by: Bobby Watkins www.ruland.com

34. #DWwebinar Presented by: Bobby Watkins www.ruland.com
Why is misalignment a concern?
• Adds stress to system components
• Caused by tolerance mismatch

35. #DWwebinar Presented by: Bobby Watkins www.ruland.com
Backlash, Windup, and Bearing Loads
Coupling with Windup • Windup is not backlash
• Backlash refers to power transmission error
• Windup is posi>on error without torque error
• All couplings have windup
• Zero-backlash means zero loss in power
transmission
• Bearing loads increase wear
• Excessive bearing loads result in bearing wear
and
• premature failure
• Couplings designed to flex during misalignment
produce bearing load
• Coupling misalignment ra>ngs oNen result from
bearing loads
Coupling with Misalignment

36. #DWwebinar Presented by: Bobby Watkins www.ruland.com
Bearing Loads
• Misalignment exists between
the motor and the driven system
due to tolerances and/or system
incompa>bility
• Bearing loads are generated as a
result and are harmful to system
performance
• Other system design factors
must be considered when
selec>ng a coupling

37. #DWwebinar Presented by: Bobby Watkins www.ruland.com
Managing Misalignment
• Selec>on of the correct coupling
is cri>cal
• Must address the applica>on
misalignment type or types
• Must stay within the coupling
specifica>ons
• Must install the coupling
properly
• Other applica>on criteria must
also be addressed

38. #DWwebinar Presented by: Bobby Watkins www.ruland.com
Rigid Couplings
Benefits
• Best torque transmission capabili>es
• Almost zero-windup = the most precise coupling
available
• Suitable for shaN support and push-pull applica>ons
• Low cost
Drawbacks
• No misalignment capabili>es
• No allowance for thermal expansion
• Extremely high bearing loads if used incorrectly
• Poten>al for damage to system components
• Very high iner>a - not suitable for high RPM applica>ons

39. #DWwebinar Presented by: Bobby Watkins www.ruland.com
Flexible Couplings
Benefits
• Accommodate misalignment
• Different styles allow the user to select the best fit for
the applica>on
• High RPM capabili>es
• Many standard size op>ons are available
• Most have low iner>a
Drawbacks
• Some require maintenance
• Installa>on can require specialized alignment systems
• Limited torque capabili>es
• Both shaNs must be bearing supported
• High cost
Oldham Coupling Bellows Coupling Beam Coupling Jaw Coupling Disc Coupling

40. #DWwebinar Presented by: Bobby Watkins www.ruland.com
Product SelecFon
• Mul>ple solu>ons may exist when
selec>ng a coupling
• Specific couplings are beser suited
for each type of misalignment, for
example: oldhams with parallel
misalignment or beam couplings for
angular misalignment
• Bearing loads and windup are a side
effect of all couplings
• Proper coupling selec>on requires a
full understanding of the system
requirements

41. #DWwebinar
Mike Santora
Associate Editor -
Moderator
Design World
@DW_MikeSantora
Edward Cole
Engineering Manager
Ringfeder Power
Transmission USA Corp.
Edward.cole@ringfeder.com
Andy Lechner
Product Manager
R+W America
Alechner@rw-america.com
Flexible vs. Rigid Couplings
Bobby Watkins
Vice President of Sales
Ruland Manufacturing Co. Inc.
Robert.watkins@ruland.com
Questions?

42. #DWwebinar
Thank You
q This webinar will be available at
designworldonline.com & email
q Tweet with hashtag #DWwebinar
q Connect with Design World
q Discuss this on EngineeringExchange.com