Compact Planetary Transmission with Nested Gear Trains

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Solution Overview

Problem

Existing planetary transmissions are often large and cumbersome due to the need for multiple gear trains, clutches, and brakes to achieve a sufficient number of speed ratios, making them unsuitable for compact industrial applications.

Innovation Solution

A compact multi-speed transmission design utilizing four planetary gear trains and six selectively engagable torque-transmitting mechanisms or control elements, including brakes and clutches, to achieve at least seven forward speeds and one reverse speed, with continuous interconnections between gear train members and selective engagements to optimize gear ratios.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If multiple planetary gear trains with clutches and brakes are used to achieve sufficient speed ratios, then the number of speed ratios is improved, but the size and complexity of the transmission increases

Engineering Contradiction:
Improvenumber of speed ratiosVSAvoidtransmission complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent combines four planetary gear trains into a single integrated transmission system where gear trains share common components such as carriers, sun gears, and ring gears. This merging approach allows the system to achieve seven forward speeds and two reverse speeds without requiring separate gear trains for each function, thereby reducing overall complexity while maintaining high adaptability

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

Individual components within the planetary gear trains serve multiple functions. For example, carriers and ring gears are continuously interconnected across different gear trains, allowing single components to participate in multiple gear ratio configurations. The six torque-transmitting mechanisms are selectively engaged in different combinations to achieve various speed ratios, demonstrating multi-functionality that reduces the need for dedicated components for each speed ratio

Inventive Principle:
Principle #6Universality (Multi-functionality)

2Adaptability or versatility

If multiple planetary gear trains with clutches and brakes are used to achieve sufficient speed ratios, then the number of speed ratios is improved, but the physical size of the transmission increases

Engineering Contradiction:
Improvenumber of speed ratiosVSAvoidtransmission size
Core Design Contradiction:
Adaptability or versatilityVSVolume of moving object

Solution Approach 1:

The planetary gear trains are arranged in a nested configuration where gear trains are positioned concentrically around a common input shaft. Carriers and gear members of different planetary stages are interconnected through shared axes and continuous interconnections, allowing compact packaging that minimizes the overall volume while accommodating multiple gear reduction stages necessary for achieving seven forward speeds and two reverse speeds

Inventive Principle:
Principle #7Nested doll (Nesting)

3Reliability

If fractionated transmissions with two gearboxes in series are used, then the performance criterion is met, but the transmission becomes large and cumbersome

Engineering Contradiction:
Improveperformance criterionVSAvoidtransmission compactness
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

Instead of using two separate gearboxes in series, the patent merges four planetary gear trains into a single integrated transmission system. The gear trains share common components and are continuously interconnected, creating a unified system that achieves the required performance (seven forward speeds and two reverse speeds) without the size and complexity penalties of fractionated designs

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The patent transitions from a linear series arrangement of gearboxes to a multi-dimensional planetary configuration where gear trains are arranged concentrically around a common input shaft. This spatial reorganization allows multiple gear reduction stages to be packed into a compact volume while maintaining the required speed ratios and torque transmission capabilities

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

Data Source

PatentUS8083630B2Compact planetary transmission
Publication Date: 2011.12.27 CATERPILLAR INC
  • US8083630B2 patent drawing
  • US8083630B2 patent drawing
  • US8083630B2 patent drawing

AI summary

The transmission includes a housing, input and output shafts, and four planetary gear trains each having at least three members including a ring gear, at least one carrier, and a sun gear. The input and output shafts are is continuously interconnected with gear(s) and/or carrier(s). Links continuously interconnect the carrier(s) and/or gears between gear trains. The six torque-transmitting mechanisms are engagable in combinations of two to establish at least seven forward speed ratios and at least one reverse speed ratio between the input shaft and the output shaft.