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During the planetary gear assembly, staking is a widely-used method for affixing pinion shafts onto the position. A reliable staking process not only prevents the movement of shaft during transmission operation, but also minimizes the distortion of the assembly due to the staking process. The quality of staking operations is determined by the component designs, the process parameters, and the staking tool geometry. It would be extremely time-consuming and tedious to evaluate these factors empirically; not even mention the requirement of prototypes in the early stage of a new program. A Finite Element methodology is developed to simulate the complete staking process including shaft press in, staking, and after staking tool release. The critical process parameters, such as staking force, staking length, shaft and holes interference amount, etc., are then evaluated systematically.

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.