Ball screw type electric gear shift mechanism
By using a ball screw-type electric shifting mechanism and employing electric drive and closed-loop control technology, the problems of low shifting force, long shifting time, and non-slipping in new energy loaders, as well as the large size of hydraulic power shifting structures, have been solved. This has enabled efficient and reliable shifting operations, reducing costs and wear.
Patent Information
- Authority / Receiving Office
- CN · China
- Patent Type
- Utility models(China)
- Current Assignee / Owner
- 山东卫禾传动股份有限公司
- Filing Date
- 2025-07-22
- Publication Date
- 2026-08-04
AI Technical Summary
Existing gear shifting mechanisms for new energy loaders suffer from problems such as low shifting force, long shifting time, non-smooth shifting, and high cost. Hydraulic power shifting structures are also characterized by large size, high cost, and easy burn-out of the clutch assembly.
The ball screw type electric shifting mechanism includes components such as housing, ball screw pair, shifting motor, bearing, and angle sensor. The shifting operation is achieved by electric drive, and the conversion from rotation to linear motion is achieved by the rolling of steel balls between the screw and nut. Closed-loop control is performed in conjunction with the angle sensor.
It achieves a simple structure, easy assembly and maintenance, reduces equipment operating costs, improves the reliability and service life of the shifting mechanism, and enhances the efficiency and comfort of the shifting process.
Smart Images

Figure CN224592671U_ABST
Abstract
Description
Technical Field
[0001] This utility model relates to the field of transmission technology for new energy loaders, specifically to a ball screw type electric shifting mechanism. Background Technology
[0002] In the transmission system of new energy loaders, the gear shifting mechanism is one of the key components. Currently, most gear shifting methods use hydraulic power shifting; however, this power shifting structure has many drawbacks. Its large structural size not only occupies more space but also increases the weight and cost of the entire machine; its high manufacturing cost keeps the loader's production cost high; furthermore, the clutch assembly is prone to burnout, reducing the reliability and service life of the gear shifting mechanism, increasing maintenance costs and downtime.
[0003] Although ball screw shifting gearboxes have advantages such as simple structure, low cost, and long lifespan, current ball screw shifting systems still have some problems. For example, Chinese Patent Publication No. CN221323246U discloses an electric actuator for a new energy transmission. These problems include: low shifting force leading to insufficient power transmission during shifting and a tendency for shifting failures; long shifting times affecting the working efficiency of loaders; uneven shifting causing shifting shocks that affect driving comfort and the lifespan of components; and high cost limiting their widespread market application. Utility Model Content
[0004] The technical problem to be solved by this utility model is to overcome the shortcomings of the prior art and provide a ball screw type electric shifting mechanism to solve the problems of low shifting force, long shifting time, non-smooth shifting, high cost, and large size, high cost, and easy burn-out of clutch pack in the prior art.
[0005] The technical solution adopted in this utility model is as follows: A ball screw type electric shift mechanism includes a housing and a ball screw assembly disposed within the housing. The ball screw assembly includes a screw, a nut sleeve fitted on the screw, and bearings located at both ends of the screw. One end of the screw is connected to a shift motor via a drive groove, and the other end of the screw is connected to an angle sensor via a drive groove. A shift lever is wrapped around the outside of the nut sleeve. The bearings are fixed in the mounting holes of the housing by elastic retaining rings.
[0006] This technical solution features a simple overall structure, easy assembly and maintenance, and simple and easy-to-implement gear shifting operation. Specifically, the gear shifting motor is connected to one end of the lead screw via a drive slot, allowing the lead screw to rotate in either the forward or reverse direction. Bearings are installed at both ends of the lead screw, and the bearings are fixed in the mounting holes of the housing by elastic retaining rings, enabling the lead screw to rotate smoothly with the support of the bearings. A nut is fitted onto the lead screw, and when the lead screw rotates, a steel ball rolls between the lead screw and the nut, causing the nut to move linearly along the lead screw. The nut is connected to the gear shift head, and the linear movement of the nut is transmitted to the gear shift head through a connecting plate, causing the gear shift head to move linearly synchronously. An angle sensor is connected to the other end of the lead screw via a drive slot, enabling real-time monitoring of the lead screw's rotation angle and displacement, and feeding the signal back to the control system. The bearings, gear shifting motor, angle sensor, and other components are fixed to the housing through mounting holes, forming a complete gear shifting mechanism. The housing provides installation and protection space for each component.
[0007] In addition, the ball screw type electric shifting mechanism proposed above according to this utility model may also have the following additional technical features: According to one embodiment of the present invention, the bottom of the housing adopts an open large opening structure, and the shift paddle self-release large opening structure extends outward to obtain transmission oil for lubrication.
[0008] In this technical solution, the bottom adopts an open, large-aperture structure, which makes it easy for the shifting mechanism to obtain transmission fluid for lubrication, reducing friction and wear, and improving the reliability and service life of the shifting mechanism.
[0009] According to one embodiment of the present invention, mounting holes are provided on both sides of the housing, and elastic retaining rings are provided on the inner edge of the mounting holes.
[0010] In this technical solution, the elastic retaining ring is used for positioning and fixing the bearing, preventing axial movement and acting as an axial limit. The bearing supports the lead screw, reduces friction during rotation, and ensures smooth and flexible rotation of the lead screw.
[0011] According to one embodiment of the present invention, the angle sensor is installed on the side of the housing via a connecting plate, and the angle sensor extends into the housing and connects to the drive groove of the lead screw to monitor the rotation angle and displacement of the lead screw in real time.
[0012] In this technical solution, the angle sensor is connected to the lead screw to monitor the rotation angle and displacement of the lead screw in real time, and feeds the signal back to the control system, thereby accurately controlling the shifting stroke of the lead screw and realizing closed-loop control of the lead screw stroke.
[0013] According to one embodiment of the present invention, the shifting motor is a stepper motor.
[0014] In this technical solution, when shifting gears, the gearbox issues a disengagement command, the shift motor starts working, and drives the shift paddle to move through the ball screw pair, so that the gearbox instantly returns to neutral.
[0015] According to one embodiment of the present invention, the nut is provided with a reversing device.
[0016] According to one embodiment of the present invention, a steel ball is provided between the lead screw and the nut, and the steel ball rolls along the raceway between the lead screw and the nut, causing the nut to move linearly along the lead screw.
[0017] In this technical solution, when the lead screw rotates, the steel ball rolls in the raceway of the lead screw and nut, realizing the conversion of rotational motion to linear motion, while reducing friction and improving transmission efficiency.
[0018] According to one embodiment of the present invention, the linear motion of the nut is transmitted to the shift lever, causing the shift lever to move linearly in sync.
[0019] In this technical solution, the shift paddle moves linearly under the drive of the ball screw pair, and shifts gears by moving the shift mechanism inside the gearbox.
[0020] Compared with the prior art, this utility model has the following advantages: The utility model has a simple and efficient overall structure, adopts a unified interface and modular components, has a standardized assembly process, and is convenient for maintenance. Compared with the traditional drive method, the integrated shift motor is electrically driven, which can effectively reduce the operating cost of the equipment. The rotational motion of the motor is converted into linear motion through the ball screw pair, and in conjunction with the angle sensor, closed-loop control of the shifting process is realized. Attached Figure Description
[0021] Figure 1 This is a schematic diagram of the structure of this utility model.
[0022] Figure 2 This is a schematic diagram of the structure of a ball screw assembly.
[0023] In the diagram: 1. Shift motor; 2. Elastic retaining ring; 3. Bearing; 4. Housing; 5. Shift lever; 6. Ball screw pair; 7. Angle sensor; 8. Connecting plate; 9. Drive slot; 10. Reversing device; 11. Nut; 12. Mounting hole; 13. Steel ball; 14. Screw. Detailed Implementation
[0024] The technical solutions of the present utility model will be clearly and completely described below with reference to the accompanying drawings of the embodiments. Obviously, the described embodiments are only some embodiments of the present utility model, not all embodiments. Based on the embodiments of the present utility model, all other embodiments obtained by those skilled in the art without creative effort are within the protection scope of the present utility model.
[0025] Example 1 like Figure 1 and Figure 2 As shown, this embodiment provides a ball screw type electric shift mechanism, including a housing 4 and a ball screw 14 set 6 disposed in the housing 4. The ball screw 14 set 6 includes a screw 14, a nut 11 sleeved on the screw 14, and bearings 3 located at both ends of the screw 14. One end of the screw 14 is connected to the shift motor 1 through a drive groove 9, and the other end of the screw 14 is connected to an angle sensor 7 through a drive groove 9. The shift head 5 is wrapped around the outside of the nut 11. The bearings 3 are fixed in the mounting hole 12 of the housing 4 by elastic retaining rings 2.
[0026] like Figure 1 and Figure 2 As shown, this technical solution has a simple overall structure, is easy to assemble and maintain; it utilizes energy-saving and environmentally friendly electric drive technology; and its gear shifting operation is simple and easy to implement. Specifically, the shift motor 1 is connected to one end of the lead screw 14 via the drive groove 9, and the lead screw 14 rotates in either the forward or reverse direction. Bearings 3 are installed at both ends of the lead screw 14, and the bearings 3 are fixed in the mounting holes 12 of the housing 4 by elastic retaining rings 2, so that the lead screw 14 can rotate smoothly under the support of the bearings 3. The nut 11 is on the lead screw 14. When the lead screw 14 rotates, the steel ball 13 rolls between the lead screw 14 and the nut 11, driving the nut 11 to move linearly along the lead screw 14. The nut 11 is connected to the shift head 5, and the linear movement of the nut 11 is transmitted to the shift head 5 through the connecting plate 8, so that the shift head 5 moves linearly synchronously. The angle sensor 7 is connected to the other end of the lead screw 14 via the drive groove 9, and can monitor the rotation angle and displacement of the lead screw 14 in real time and feed the signal back to the control system. The bearings 3, the shift motor 1, the angle sensor 7 and other components are fixed on the housing 4 through the mounting holes 12 to form a complete shift mechanism. The housing 4 provides installation and protection space for each component.
[0027] In addition, the ball screw type electric shifting mechanism proposed above according to this utility model may also have the following additional technical features: According to one embodiment of the present invention, the bottom of the housing 4 adopts an open large opening structure, and the shift paddle 5 extends outward with a self-release large opening structure to obtain transmission oil for lubrication.
[0028] In this technical solution, the bottom adopts an open, large-aperture structure, which makes it easy for the shifting mechanism to obtain transmission fluid for lubrication, reducing friction and wear, and improving the reliability and service life of the shifting mechanism.
[0029] According to one embodiment of the present invention, mounting holes 12 are provided on both sides of the housing 4, and elastic retaining rings 2 are provided on the inner edge of the mounting holes 12.
[0030] In this technical solution, the elastic retaining ring 2 is used for positioning and fixing the bearing 3, preventing axial movement of the bearing 3 and serving as an axial limit. The bearing 3 is used to support the lead screw 14, reducing friction during the rotation of the lead screw 14 and ensuring that the lead screw 14 can rotate smoothly and flexibly.
[0031] According to one embodiment of the present invention, the angle sensor 7 is installed on the side of the housing 4 via a connecting plate 8. The angle sensor 7 extends into the housing 4 and is connected to the drive groove 9 of the lead screw 14 to monitor the rotation angle and displacement of the lead screw 14 in real time.
[0032] In this technical solution, the angle sensor 7 is connected to the lead screw 14 to monitor the rotation angle and displacement of the lead screw 14 in real time and feed the signal back to the control system, thereby accurately controlling the shifting stroke of the lead screw 14 and realizing closed-loop control of the stroke of the lead screw 14.
[0033] According to one embodiment of the present invention, the shift motor 1 is a stepper motor.
[0034] In this technical solution, when shifting gears, the gearbox issues a disengagement command, the shift motor 1 starts working, and drives the shift paddle 5 to move through the ball screw 14, so that the gearbox instantly returns to neutral.
[0035] According to one embodiment of the present invention, a reverser 10 is provided on the nut 11.
[0036] According to one embodiment of the present invention, a steel ball 13 is provided between the lead screw 14 and the nut 11. The steel ball 13 rolls along the raceway between the lead screw 14 and the nut 11, causing the nut 11 to move linearly along the lead screw 14.
[0037] In this technical solution, when the lead screw 14 rotates, the steel ball 13 rolls in the raceway of the lead screw 14 and the nut 11, realizing the conversion of rotational motion to linear motion, while reducing friction and improving transmission efficiency.
[0038] According to one embodiment of the present invention, the linear motion of the nut 11 is transmitted to the shift head 5, causing the shift head 5 to move linearly synchronously.
[0039] In this technical solution, the shift knob 5 moves linearly under the drive of the ball screw 14 and 6, and switches gears by moving the shift mechanism inside the gearbox.
[0040] The usage process of the above embodiments is as follows: like Figure 1 and Figure 2 As shown, when disengaging from gear, the shift motor 1 starts working and rotates in the predetermined direction in either the forward or reverse direction, transmitting the rotational power to the lead screw 14 through the drive groove 9. The lead screw 14 starts to rotate, and since a steel ball 13 is provided between the lead screw 14 and the nut 11, the steel ball 13 rolls along the raceway between the lead screw 14 and the nut 11, converting the rotational motion of the lead screw 14 into the linear motion of the nut 11. The nut 11 drives the shift head 5 to move linearly through the connecting plate 8. The shift head 5 extends outward and shifts the gear mechanism inside the gearbox, causing the gearbox to disengage from the current engagement state and instantly return to the neutral position. like Figure 1 and Figure 2 As shown, during gear shifting, when the gearbox is in neutral, the shift motor 1 restarts, and the lead screw 14 rotates in the opposite direction. When the lead screw 14 rotates in the opposite direction, the steel ball 13 also rolls in the raceway, driving the nut 11 to move linearly in the opposite direction. The nut 11 pushes the shift lever 5 to move linearly towards the target gear through the connecting plate 8. The shift lever 5 actuates the shift mechanism in the gearbox, engaging the target gear. When the angle sensor 7 detects that the rotation angle and displacement of the lead screw 14 have reached the set value for engaging the gear, that is, after the gear shift is in place, it feeds the signal back to the control system. The control system controls the shift motor 1 to brake and simultaneously locks the gear to ensure gear stability, and the shifting process ends.
[0041] Although the present invention has been described in detail with reference to the accompanying drawings and preferred embodiments, it is not limited thereto. Various equivalent modifications or substitutions can be made to the embodiments of the present invention by those skilled in the art without departing from the spirit and essence of the present invention, and such modifications or substitutions should all be within the scope of the present invention. Any variations or substitutions that can be easily conceived by those skilled in the art within the technical scope disclosed in the present invention should also be included within the protection scope of the present invention. Therefore, the protection scope of the present invention should be determined by the scope of the claims.
Claims
1. A ball screw type electric shifting mechanism, characterized in that, The assembly includes a housing (4) and a ball screw assembly (6) disposed within the housing (4). The ball screw assembly (6) includes a screw (14), a nut (11) fitted on the screw (14), and bearings (3) located at both ends of the screw (14). One end of the screw (14) is connected to the shift motor (1) via a drive groove (9), and the other end of the screw (14) is connected to the angle sensor (7) via the drive groove (9). The shift lever (5) is wrapped around the outside of the nut (11). The bearings (3) are fixed in the mounting hole (12) of the housing (4) by elastic retaining rings (2).
2. The ball screw type electric shifting mechanism as described in claim 1, characterized in that, The bottom of the housing (4) adopts an open large opening structure, and the shift paddle (5) extends outward with a self-release large opening structure to obtain the transmission oil for lubrication.
3. The ball screw type electric shifting mechanism as described in claim 1 or 2, characterized in that, The housing (4) has mounting holes (12) on both sides, and an elastic retaining ring (2) is provided on the inner edge of the mounting hole (12).
4. The ball screw type electric shifting mechanism as described in claim 3, characterized in that, The angle sensor (7) is installed on the side of the housing (4) through the connecting plate (8). The angle sensor (7) extends into the housing (4) and connects to the drive groove (9) of the lead screw (14) to monitor the rotation angle and displacement of the lead screw (14) in real time.
5. The ball screw electric gear shift mechanism according to claim 1, wherein The shift motor (1) is a stepper motor.
6. The ball screw electric gear shift mechanism according to claim 1 or 5, wherein A reversing device (10) is provided on the nut (11).
7. The ball screw electric gear shift mechanism according to claim 6, wherein A steel ball (13) is provided between the lead screw (14) and the nut (11). The steel ball (13) rolls along the raceway between the lead screw (14) and the nut (11), causing the nut (11) to move linearly along the lead screw (14).
8. The ball screw electric gear shift mechanism according to claim 7, wherein The linear motion of the nut (11) is transmitted to the shift head (5), causing the shift head (5) to move linearly in sync.