Coaxial Worm Reduction Gear for Compact Self-Locking Shading Drives

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Solution Overview

Problem

Conventional mechanical reducers used in shading systems, such as roller shutters and awnings, are bulky and noisy due to their three-stage gear reduction design, requiring a powerful motor to overcome the magnetic brake's constant braking effect, which limits the system's compactness and efficiency, especially at slow speeds.

Innovation Solution

A mechanical reducer design incorporating a coaxial worm gear train with uniformly distributed first gears, bevel gears, and a fifth gear on the output shaft, eliminating the need for a magnetic brake by utilizing an irreversible gear train to prevent unintended rotation, allowing for a smaller, less powerful motor and reduced noise.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Volume of moving object

If a conventional three-stage gear reduction design is used, then the reduction function is achieved, but the mechanical reducer becomes bulky and noisy

Engineering Contradiction:
Improvesize of mechanical reducerVSAvoidnoise
Core Design Contradiction:
Volume of moving objectVSObject-generated harmful factors

Solution Approach 1:

The patent combines the brake function and reduction function into a single integrated mechanical reducer unit. The worm gear mechanism simultaneously provides both the reduction ratio and the self-locking brake effect, eliminating the need for separate magnetic brake components and reducing overall system size and noise.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The patent replaces the magnetic brake system with a mechanical worm gear self-locking mechanism. The worm gear's inherent friction and geometry provide automatic braking without electromagnetic components, reducing noise and simplifying the mechanical structure.

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

2Reliability

If a magnetic brake is permanently activated to prevent unintended rotation, then the brake function is achieved, but the motor requires greater power to overcome the braking effect

Engineering Contradiction:
Improveprevention of unintended rotationVSAvoidmotor power
Core Design Contradiction:
ReliabilityVSPower

Solution Approach 1:

The worm gear mechanism is self-locking by design, automatically preventing reverse rotation without requiring external braking force. The geometry of the worm gear creates sufficient friction to hold the load in position, eliminating the need for a separately powered magnetic brake system.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent converts the inherent friction in the worm gear, which would normally be considered a loss, into a beneficial self-locking mechanism. This friction prevents unintended rotation and eliminates the need for additional braking power, actually reducing the total motor power requirement.

Inventive Principle:
Principle #22Blessing in disguise (Convert harm into benefit)

3Reliability

If a magnetic brake is used to block rotation, then the brake function is achieved, but the tubular motor requires a minimum length that prevents shorter installations

Engineering Contradiction:
Improvebrake functionVSAvoidlength of tubular motor
Core Design Contradiction:
ReliabilityVSLength of moving object

Solution Approach 1:

The brake function is merged into the reduction gear mechanism itself. The worm gear's self-locking property provides the braking function within the same compact housing as the reduction stages, eliminating the need for additional magnetic brake components and reducing the overall tubular motor length.

Inventive Principle:
Principle #5Merging (Combining)

4Power

If a conventional three-stage gear reduction design is used, then the reduction function is achieved, but the mechanical reducer becomes bulky

Engineering Contradiction:
Improvereduction ratioVSAvoidsize of mechanical reducer
Core Design Contradiction:
PowerVSVolume of moving object

Solution Approach 1:

The patent arranges the gear stages in a nested or compact configuration where components are positioned efficiently within the housing. The worm gear and subsequent gear stages are arranged to minimize the overall volume while maintaining the required reduction ratio.

Inventive Principle:
Principle #7Nested doll (Nesting)

Solution Approach 2:

The patent transitions from a linear arrangement of gear stages to a more three-dimensional compact layout. By utilizing spatial arrangement in multiple dimensions rather than a simple linear sequence, the reduction mechanism achieves the required ratio in a smaller overall volume.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

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

This design reduces the size and noise of the mechanical reducer, enabling a more compact shading system with a less powerful motor, improved start-up efficiency, and reduced electronic control issues at slow speeds, allowing for narrower and shorter installations.

Implementation Method 1

a worm mounted coaxially on the input shaft, and a gear train comprising: three first gears distributed uniformly around the worm screw, each meshing with the worm screw

Methodology Applied
Scientific EffectWorm Drive: Worm Drive

Implementation Method 2

for each first gear, a second gear which is bevel and fixed coaxially to the first gear, for each second gear, a third gear which is bevel, which meshes with the second gear

Methodology Applied
Scientific EffectGear: Gear

Implementation Method 3

eliminating the need for a magnetic brake by utilizing an irreversible gear train to prevent unintended rotation

Methodology Applied
Scientific EffectIrreversible gear train: Worm Drive

Data Source

PatentEP3601847B1Mechanical reduction gear with endless screw
Publication Date: 2021.05.05 DELTA DORE SA
  • EP3601847B1 patent drawingFigure 1~2
  • EP3601847B1 patent drawingFigure 3~4

AI summary

The invention concerns a mechanical reduction gear (156) comprising: - an input shaft (158) rotated by a motor, - an output shaft (160) coaxial with the input shaft (158), - an endless screw (250) mounted coaxially on the input shaft (158), and - a gear train (200) comprising: - three first gears (252) uniformly distributed around the endless screw (250), each meshing with the endless screw (250) and moveably mounted to rotate about a first axis perpendicular to the axis of the endless screw (250), - for each first gear (252), a second conical gear (254) coaxially attached to the first gear (252), - for each second gear (254), a conical third gear (256), meshing with the second gear (254) and rotatable about a second axis of rotation parallel to the axis of rotation of the endless screw (250), - for each third gear (256), a fourth gear (258) coaxially attached to the third gear (256), and - a fifth gear (260) coaxially mounted on the output shaft (160) and which meshes with the or each fourth gear (258).