Endoscopic Instrument Hybrid Actuation with Mechanical Feedback

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Solution Overview

Problem

Endoscopic instruments lack intuitive mechanical feedback during electrical actuation and are difficult to operate in case of electrical control failure, requiring significant force and resulting in approximate deflection control due to spring/damper systems.

Innovation Solution

An endoscopic instrument with an intermediate element connected to the control and adjustment elements for force transmission, a detection device for torsion detection, and an abutment device for free rotational movement, allowing motor-assisted or manual operation with mechanical feedback and overload protection.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Extent of automation

If electrical actuation is used to deflect the distal portion, then automation and ease of operation are improved, but mechanical feedback and intuitive control are lost

Engineering Contradiction:
Improveautomated deflection controlVSAvoidintuitive mechanical feedback
Core Design Contradiction:
Extent of automationVSEase of operation

Solution Approach 1:

The patent merges electrical actuation (motor-driven pull element) with mechanical feedback (control element coupled to adjustment element) into a hybrid system. The control element remains mechanically connected to the adjustment element via the pull element, allowing the user to feel mechanical feedback while the motor provides automated actuation assistance.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The control element acts as an intermediary between the user and the adjustment element. It transmits both mechanical force from the user and automated force from the motor to the adjustment element, enabling both manual control and automated assistance while maintaining mechanical feedback pathways.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Ease of operation

If purely mechanical actuation is used to deflect the distal portion, then mechanical feedback and intuitive control are maintained, but significant force is required and precision is reduced due to spring/damper systems

Engineering Contradiction:
Improvemechanical feedbackVSAvoidactuation force required
Core Design Contradiction:
Ease of operationVSForce

Solution Approach 1:

The motor acts as a counterweight to the significant force required for mechanical actuation. It provides automated actuation assistance that opposes and reduces the manual force burden on the user, while the mechanical feedback pathway remains intact through the control element and pull element coupling.

Inventive Principle:
Principle #8Anti-weight (Counterweight)

3Extent of automation

If electrical endoscopes are used with track ball or joystick control, then automation is improved, but mechanical feedback and ease of withdrawal in case of defect are worsened

Engineering Contradiction:
Improveelectrical control automationVSAvoidoperation continuity in case of defect
Core Design Contradiction:
Extent of automationVSReliability

Solution Approach 1:

The system dynamically switches between purely manual operation and motor-assisted operation. The control element maintains a mechanical coupling pathway that allows operation without electrical power, enabling the system to adapt to defects or failures in the electrical actuation system while maintaining automated capabilities when functional.

Inventive Principle:
Principle #15Dynamics

4Device complexity

If the control element is fixedly arranged on the handle shaft, then mechanical simplicity is maintained, but precision and control range are limited

Engineering Contradiction:
Improvecontrol structure simplicityVSAvoiddeflection control precision
Core Design Contradiction:
Device complexityVSMeasurement precision

Solution Approach 1:

The control element is segmented into a rotatable portion and a handle portion. The rotatable portion can rotate relative to the handle shaft within a controlled range, allowing enhanced precision and control range while maintaining the overall mechanical simplicity of the fixed mounting structure.

Inventive Principle:
Principle #1Segmentation

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 precise and intuitive control with mechanical feedback, ensuring safe operation even in case of electrical failure by combining motor assistance with user-applied force, preventing damage and maintaining precise deflection control.

Implementation Method 1

a force applied to the control element by a user can be transmitted to the adjustment element via the intermediate element

Methodology Applied
Scientific EffectForce transmission: Mechanical Force

Implementation Method 2

a detection device for detecting a torsion of the intermediate element

Methodology Applied
Scientific EffectTorsion detection:

Implementation Method 3

an actuator, which is coupled to the adjustment element, such that an actuation of the actuator can cause a movement of the adjustment element

Methodology Applied
Scientific EffectMotor actuation:

Implementation Method 4

a pull element, which is mechanically coupled to the adjustment element and to the portion of the instrument shaft, such that a movement of the adjustment element can cause an actuation of the portion by a transmission of force via the pull element

Methodology Applied
Scientific EffectForce transmission via pull element: Mechanical Force

Data Source

PatentUS9924855B2Endoscopic instrument
Publication Date: 2018.03.27 KARL STORZ SE & CO KG
  • US9924855B2 patent drawing
  • US9924855B2 patent drawing
  • US9924855B2 patent drawing

AI summary

Endoscopic instrument with a control element, an instrument shaft, an adjustment element, a pull element, an actuator, an intermediate element which is operatively connected to the control element and to the adjustment element such that a force applied to the control element by the user can be transmitted to the adjustment element via the intermediate element in order to move the adjustment element, a detection device for detecting a torsion of the intermediate element, and an abutment device, which defines a free rotatory movement range of the control element relative to the adjustment element.