Electromechanical variable speed shifting method and electronic bicycle shifting system
By adjusting the sprocket motion through a two-stage control strategy in the bicycle electronic shifting system, the problems of impact and positioning deviation during gear shifting are solved, achieving smooth chain transition and precise meshing, adapting to multi-toothed flywheels, and improving system robustness.
Patent Information
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- S RIDE BICYCLE COMPONENTS FOSHAN CO LTD
- Filing Date
- 2026-05-29
- Publication Date
- 2026-07-14
AI Technical Summary
Existing electronic shifting systems for bicycles are prone to shock and misalignment during gear shifting due to sudden changes in chain tension. They also have difficulty adapting to differences in flywheel tooth profiles between different brands or models, leading to positioning errors and shifting failures.
A dual-stage control strategy is adopted, which adjusts the movement trajectory of the guide wheel of the rear derailleur in stages, first slightly overshooting and then precisely correcting, to ensure smooth transition and precise engagement of the chain during gear shifting, and to adapt to different sprocket tooth profiles.
It reduces positioning errors, minimizes hard collisions between the chain and sprockets, extends component life, and achieves smooth chain transitions and precise engagement, making it suitable for complex riding scenarios and providing an efficient and reliable gear shifting solution.
Smart Images

Figure CN122379710A_ABST
Abstract
Description
Technical Field
[0001] This invention relates to the field of bicycle gear shifting technology, specifically to an electromechanical gear shifting method and a bicycle electronic gear shifting system. Background Technology
[0002] Cycling is becoming an increasingly popular form of recreation and transportation, and for both amateur enthusiasts and professional athletes, it has become a highly popular competitive sport. Whether used for recreation, transportation, or competition, bicycles are constantly being improved. Existing bicycle gear systems are typically constructed with mechanical and / or electrical controls.
[0003] Mechanically controlled bicycle shifting systems primarily rely on wire drive to move the rear derailleur and achieve gear shifting. Electrically controlled bicycle shifting systems, also known as electronic shifting systems, are controlled via a user-operated mechanism. The user operates this mechanism, which in turn causes the rear derailleur's drive motor to perform the shifting action. As electronic shifting systems have become increasingly sophisticated, smooth shifting of the rear derailleur and precise chain engagement have become core requirements. In existing electronic shifting systems, upshifting or downshifting involves unidirectional drive of the rear derailleur's drive motor for direct gear changes. This can easily lead to shocks and misalignment due to sudden changes in chain tension. Furthermore, the tooth profiles of different brands / models of freewheels vary significantly (e.g., tooth height, spacing). Traditional technologies using a fixed unidirectional drive strategy for the drive motor are ill-suited to multi-toothed freewheels, often resulting in positioning errors and shifting failures. Summary of the Invention
[0004] The purpose of this invention is to overcome the above-mentioned problems and provide an electromechanical transmission shifting method. This method can achieve smooth transition and precise meshing of the chain by adjusting the movement trajectory of the guide sprocket step by step, reducing positioning errors, ensuring compatibility with flywheels of different brands, and adapting to multi-tooth flywheels.
[0005] Another object of the present invention is to provide an electronic shifting system for bicycles.
[0006] The objective of this invention is achieved through the following technical solution:
[0007] An electromechanical transmission shifting method includes the following steps:
[0008] During a gear shift, the drive motor of the rear derailleur is controlled to rotate in two different directions, causing the guide wheel of the rear derailleur to move in two different directions sequentially.
[0009] The working principle of the above electromechanical gear shifting method is as follows:
[0010] The aforementioned electromechanical gear shifting method employs a two-stage control strategy, which causes the guide wheel of the rear derailleur to move sequentially along two different directions. During each gear shift, a slight overshoot can be achieved on the chain to ensure that the chain is fully disengaged from the original gear. Then, the chain is precisely corrected to eliminate the overshoot error and ensure a smooth shifting process.
[0011] In a preferred embodiment of the present invention, when the rear derailleur switches from the current gear to the target gear, the drive motor performs the operation in two steps:
[0012] (1) Control the drive motor to rotate along the first rotation direction, and drive the guide sprocket to move along the first movement direction until the guide sprocket exceeds the center position of the target tooth corresponding to the target gear, but the guide sprocket does not reach the position of the tooth adjacent to the target tooth along the shifting direction;
[0013] (2) Control the drive motor to rotate in a second rotation direction opposite to the first rotation direction. The drive motor drives the guide sprocket to move in a second movement direction opposite to the first movement direction until the guide sprocket guides the chain to the center position of the target tooth for engagement.
[0014] In the above method, when performing a gear shift, the motor is first driven to rotate along the first rotation direction and then along the second rotation direction. This can achieve a two-stage control strategy of slight overshoot and precise correction, dynamically adapting to different flywheel tooth profiles and riding loads.
[0015] A bicycle electronic shifting system is provided for implementing the above-mentioned bicycle electronic shifting method. The bicycle electronic shifting system includes a rear derailleur, the rear derailleur includes a drive motor and a guide wheel assembly, the guide wheel assembly includes a sprocket guide.
[0016] Compared with the prior art, the present invention has the following advantages:
[0017] 1. The electromechanical transmission shifting method of the present invention adopts a two-stage control strategy. When performing a shift, the movement trajectory of the guide sprocket is adjusted step by step to reduce positioning error and ensure compatibility with flywheels of different brands and adaptability to multi-tooth flywheels.
[0018] 2. The electromechanical gear shifting method in this invention has the advantage of shock suppression. By adjusting the movement trajectory of the guide sprocket step by step, the hard collision between the chain and the gear can be reduced, the service life of the components can be extended, and the smooth transition and precise meshing of the chain can be achieved. It is suitable for complex scenarios such as high-load climbing and high-speed sprinting, and provides an efficient and reliable solution for bicycle electronic gear shifting systems. Attached Figure Description
[0019] Figure 1This is a flowchart of an electromechanical transmission shifting method according to the present invention.
[0020] Figure 2 This is a schematic diagram of the structural flow of an electromechanical transmission shifting method according to the present invention. Detailed Implementation
[0021] To enable those skilled in the art to fully understand the technical solutions of the present invention, the present invention will be further described below in conjunction with embodiments and accompanying drawings, but the embodiments of the present invention are not limited thereto.
[0022] See Figures 1-2 This embodiment discloses an electromechanical transmission shifting method, including the following steps:
[0023] During a gear shift, the drive motor of the rear derailleur rotates in two different directions, causing the guide sprocket 100 of the rear derailleur to move sequentially in two different directions, completing the gear shift and achieving a smooth transition and precise engagement of the chain. The two different directions of rotation of the drive motor are a first rotation direction and a second rotation direction, with the first rotation direction being opposite to the second rotation direction. Similarly, the two different directions of movement of the guide sprocket 100 are a first movement direction and a second movement direction, with the first movement direction being opposite to the second movement direction.
[0024] See Figures 1-2 The process of performing one gear shift is as follows: the rear derailleur switches from the current gear (also the initial gear) to the target gear. During one gear shift, that is, when the rear derailleur switches from the current gear (also the initial gear) to the target gear, the drive motor performs the operation in two steps:
[0025] (1) Control the drive motor to rotate along the first rotation direction, drive the guide wheel group to change to the first motion posture. The first motion posture causes the guide sprocket to move to the position of the target toothed piece beyond the center position of the target toothed piece in the early stage of shifting, but not to the position of the toothed piece adjacent to the target toothed piece in the shifting direction; that is, the drive motor drives the guide sprocket 100 to move along the first movement direction until the guide sprocket 100 exceeds the center position of the target toothed piece corresponding to the target gear, but the guide sprocket 100 does not reach the position of the toothed piece adjacent to the target toothed piece in the shifting direction, thus achieving slight overshoot;
[0026] (2) Control the drive motor to rotate along the second rotation direction opposite to the first rotation direction, drive the guide wheel group to change to the second motion posture. The second motion posture refers to the chain being finally guided to the center position of the target tooth plate for meshing by reverse fine adjustment in the later stage of gear shifting; that is, the drive motor drives the guide sprocket 100 to move along the second motion direction opposite to the first movement direction until the guide sprocket 100 guides the chain to the center position of the target tooth plate for meshing, so as to achieve precise reversal.
[0027] In step (1), the guide sprocket section extends beyond the center of the target tooth. A slight overshoot can be achieved on the chain.
[0028] See Figures 1-2 In the above method, when performing a gear shift, the motor is first driven to rotate along the first rotation direction and then along the second rotation direction. This can achieve a two-stage control strategy of slight overshoot and precise correction, dynamically adapting to different flywheel tooth profiles and riding loads.
[0029] See Figures 1-2 In step (1) above, a controllable slight overshoot is created to ensure that the chain fully disengages from the original gear. In step (2) above, the overshoot error is eliminated by reverse precise positioning to avoid the chain colliding with adjacent teeth. The method of this embodiment can dynamically adjust the overshoot based on real-time detected chain tension or drive motor feedback, and is compatible with various toothed flywheels (such as dense teeth on mountain bikes and large tooth differences on road bikes), thus improving the robustness of the system.
[0030] See Figures 1-2 The working principle of the above electromechanical gear shifting method is as follows:
[0031] The aforementioned electromechanical transmission shifting method employs a two-stage control strategy of slight overshoot and precise retraction, which causes the guide wheel 100 of the rear derailleur to move sequentially along two different directions. During a shift, a slight overshoot is achieved on the chain to ensure that the chain is fully disengaged from the original gear. Then, the chain is precisely retracted to eliminate the overshoot error and ensure a smooth shifting process.
[0032] See Figures 1-2 This embodiment also discloses a bicycle electronic shifting system, which is used to implement the above-mentioned bicycle electronic shifting method. The bicycle electronic shifting system includes a rear derailleur, which includes a drive motor and a guide wheel assembly, and the guide wheel assembly includes a guide sprocket 100.
[0033] The rear derailleur also includes a base component, a movable component, and a linkage mechanism disposed between the base component and the movable component. The guide wheel assembly is disposed on the movable component. The main shaft of the drive motor is connected to the linkage mechanism through a reduction mechanism. The drive motor drives the linkage mechanism to move through the reduction mechanism, which in turn drives the movable component to move, which in turn drives the guide wheel assembly to move, so that the guide sprockets guide the chain to shift gears.
[0034] See Figures 1-2The bicycle freewheel includes multiple toothed plates of different diameters. In this embodiment, there are six toothed plates, arranged from smallest to largest diameter as follows: first toothed plate 1, second toothed plate 2, third toothed plate 3, fourth toothed plate 4, fifth toothed plate 5, and sixth toothed plate 6. Before shifting gears, if the chain is on the second toothed plate 2, the sprocket 100 corresponds to the second toothed plate 2, and the second toothed plate 2 is the toothed plate corresponding to the current gear. When performing a gear shift, the chain needs to be moved from the second toothed plate 2 to the third toothed plate 3. At this time, the third toothed plate 3 is the target toothed plate, and the toothed plate adjacent to the target toothed plate along the shifting direction is the fourth toothed plate 4.
[0035] The above are preferred embodiments of the present invention, but the embodiments of the present invention are not limited to the above content. Any changes, modifications, substitutions, combinations, or simplifications made without departing from the spirit and principle of the present invention shall be considered equivalent substitutions and shall be included within the protection scope of the present invention.
Claims
1. A method for electromechanical transmission shifting, characterized in that, Includes the following steps: During a gear shift, the drive motor of the rear derailleur is controlled to rotate in two different directions, causing the guide wheel of the rear derailleur to move in two different directions sequentially.
2. The electromechanical transmission shifting method according to claim 1, characterized in that, When the rear derailleur shifts from the current gear to the target gear, the drive motor performs the operation in two steps: (1) Control the drive motor to rotate along the first rotation direction, and drive the guide sprocket to move along the first movement direction until the guide sprocket exceeds the center position of the target tooth corresponding to the target gear, but the guide sprocket does not reach the position of the tooth adjacent to the target tooth along the shifting direction; (2) Control the drive motor to rotate in a second rotation direction opposite to the first rotation direction. The drive motor drives the guide sprocket to move in a second movement direction opposite to the first movement direction until the guide sprocket guides the chain to the center position of the target tooth for meshing.
3. A bicycle electronic shifting system, characterized in that, The bicycle electronic shifting system is used to implement the bicycle electronic shifting method as described in claim 1 or 2. The bicycle electronic shifting system includes a rear derailleur, the rear derailleur includes a drive motor and a guide wheel assembly, the guide wheel assembly includes a chain guide wheel.