Auto-shift Reversing Mechanism for Ratchet Torque Control

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Solution Overview

Problem

Conventional ratchet mechanisms require manual actuation of a reversing lever to switch drive directions, which can lead to incorrect torque application and inefficiency when changing the direction of the driveshaft.

Innovation Solution

An auto-shift mechanism that automatically actuates the reversing lever by using a worm gear and disc to move axially along the driveshaft, coupled with a lost-motion mechanism to absorb initial torque changes, allowing the reversing lever to shift automatically when the motor direction changes.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If manual actuation of reversing lever is used, then device complexity is reduced, but productivity decreases due to manual intervention required when changing drive direction

Engineering Contradiction:
Improvespeed of drive direction switchingVSAvoidcomplexity of reversing mechanism
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The reversing lever automatically actuates itself through the worm gear and disc mechanism when the driveshaft changes rotation direction, eliminating the need for manual intervention. The system serves itself by using the motor's own motion to trigger the reversing action.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The mechanism transforms the rotational motion of the driveshaft into axial movement of the disc through the worm gear, creating a dynamic response that automatically adapts to direction changes. The reversible motor and worm gear assembly enable the system to dynamically adjust to bidirectional operation.

Inventive Principle:
Principle #15Dynamics

2Reliability

If manual actuation of reversing lever is used, then ease of operation is maintained, but reliability decreases due to risk of incorrect torque application

Engineering Contradiction:
Improveaccuracy of drive direction switchingVSAvoidsimplicity of reversing lever actuation
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The worm gear and disc assembly provides automatic feedback response to changes in driveshaft rotation direction. When the motor reverses direction, the worm gear rotates accordingly, causing the disc to move axially and automatically position the reversing lever in the correct state, ensuring accurate torque application.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The patent replaces manual mechanical actuation with an automated mechanical system using the worm gear and disc. This substitution eliminates human error in reversing lever actuation while maintaining a purely mechanical implementation without electronic controls.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

3Productivity

If direct torque transmission is used when changing direction, then productivity is improved, but object-generated harmful factors increase due to incorrect torque application

Engineering Contradiction:
Improvecontinuous operation efficiencyVSAvoidincorrect torque application
Core Design Contradiction:
ProductivityVSObject-generated harmful factors

Solution Approach 1:

The lost-motion mechanism performs a preliminary action by absorbing the initial torque changes when the motor reverses direction. This preliminary torque absorption prevents incorrect torque from being applied to the fastener during the transition period before the reversing lever completes its actuation.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The lost-motion mechanism provides beforehand cushioning by incorporating a compliance element that absorbs and dampens torque shocks during direction changes. This cushioning effect protects against harmful torque spikes that could occur during the transition before the reversing mechanism fully engages.

Inventive Principle:
Principle #11Beforehand cushioning (Prior cushioning)

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

Enables seamless and automatic switching of drive directions without manual intervention, ensuring accurate torque application and reducing the risk of incorrect direction changes during operation.

Implementation Method 1

a worm gear coupled to the first driveshaft and having gear threads, a disc having disc threads cooperatively engageable with the gear threads

Methodology Applied
Scientific EffectWorm gear mechanism: Worm Drive

Implementation Method 2

A lost-motion mechanism is also provided so that torque from the motor can initially be applied to the auto-shift mechanism, and not the fastener, when the motor changes direction

Methodology Applied
Scientific EffectLost-motion mechanism:

Data Source

PatentUS9038504B2Auto-shift reversing mechanism
Publication Date: 2015.05.26 SNAP ON INC
  • US9038504B2 patent drawing
  • US9038504B2 patent drawing
  • US9038504B2 patent drawing

AI summary

A device that automatically actuates the reversing lever of a ratchet mechanism when the radial direction of the motor is changed. The auto-shift mechanism includes a worm gear that rotates with the motor, and a disc coupled to the worm gear that moves laterally as the worm gear rotates. Axial movement of the disc actuates a reversing lever of a ratchet mechanism by either pulling or pushing the reversing lever. A lost-motion mechanism can absorb an initial amount of torque so that the auto-shift mechanism can run its course prior to applying the torque to a fastener.