Drive Spindle Override Mechanism for Accessible Backup Unlocking

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Solution Overview

Problem

Existing electronic locksets with mechanical override mechanisms are often mounted to the escutcheon, a location unfamiliar to users, necessitating improvements for easier access.

Innovation Solution

A lock apparatus with a housing, latch spindle, drive spindle, electronic lock mechanism, and override mechanism, where the override mechanism is integrated into the drive spindle to facilitate easier manual operation, allowing the lock to be unlocked even during power failures.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If the mechanical override mechanism is mounted to the escutcheon, then the electronic lockset provides backup unlocking capability, but the location is unfamiliar to users and difficult to access

Engineering Contradiction:
Improvebackup unlocking capabilityVSAvoiduser accessibility
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The override mechanism is merged with the drive spindle assembly, combining the electronic lock mechanism and mechanical override into a single integrated unit. This allows the override keyway to be accessible through the same interface as the electronic credential reader, eliminating the need for a separate escutcheon-mounted mechanism and improving user accessibility while maintaining backup unlocking capability

Inventive Principle:
Principle #5Merging (Combining)

2Ease of operation

If the override mechanism is integrated into the drive spindle, then user accessibility is improved, but the device complexity increases

Engineering Contradiction:
Improveuser accessibilityVSAvoidmechanism integration
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The drive spindle assembly is designed to serve multiple functions: it acts as the rotational actuator for the electronic lock mechanism, provides the mounting structure for the credential reader, and incorporates the override keyway for mechanical backup. This multi-functionality reduces the need for separate components and simplifies the overall device structure despite the integrated design

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

Data Source

PatentUS12601202B2Lock with override mechanism
Publication Date: 2026.04.14 SCHLAGE LOCK CO LLC
  • US12601202B2 patent drawing
  • US12601202B2 patent drawing
  • US12601202B2 patent drawing

AI summary

An example lock apparatus generally includes a housing, a latch spindle, a drive spindle, an electronic lock mechanism, and an override mechanism. The latch spindle is mounted for rotation relative to the housing, and is operable to actuate a latch mechanism. The drive spindle is mounted for rotation relative to the housing. The electronic lock mechanism is disposed in the housing, and is operable to selectively couple the drive spindle with the latch spindle. The override mechanism is disposed in the drive spindle, and is operable to selectively couple the drive spindle with the latch spindle.