Compact Five-Speed Planetary Transmission Design

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Solution Overview

Problem

Conventional planetary gear transmissions require a large installation footprint due to the need for multiple gear sets to achieve a wide range of speed ratios, often limiting the number of reverse speed ratios available.

Innovation Solution

A compact transmission system utilizing five planetary gear sets, four brakes, and two clutches to achieve five forward and four reverse speed ratios, with selective actuation of brakes and clutches to optimize gear ratios and direction.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If multiple planetary gear sets are used to achieve a wide range of speed ratios, then the number of forward and reverse speeds is improved, but the installation footprint increases

Engineering Contradiction:
Improvenumber of speed ratiosVSAvoidinstallation footprint
Core Design Contradiction:
Adaptability or versatilityVSArea of stationary object

Solution Approach 1:

The patent merges multiple planetary gear sets into a single integrated planetary gear train where sun gears, ring gears, and carriers of different sets are interconnected. This allows multiple speed ratios to be achieved through selective engagement of clutches and brakes on shared components, reducing the overall footprint compared to separate gear sets.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The planetary gear train components serve multiple functions simultaneously. The same sun gears, ring gears, and carriers are used across different 'gear sets' to provide both forward and reverse speeds through different clutch and brake combinations, making each component multi-functional rather than dedicated to a single ratio.

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

2Area of stationary object

If the number of planetary gear sets is reduced to decrease installation footprint, then space requirements are improved, but the number of available reverse speed ratios deteriorates

Engineering Contradiction:
Improveinstallation footprintVSAvoidnumber of reverse speeds
Core Design Contradiction:
Area of stationary objectVSAdaptability or versatility

Solution Approach 1:

The system uses dynamic engagement and disengagement of clutches and brakes during operation to switch between different reverse speed ratios. The selective actuation of these components allows the same physical gear train to dynamically provide multiple reverse speeds without requiring additional static gear sets.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The patent changes the operational parameters (which clutches and brakes are engaged) rather than changing the physical structure to achieve different reverse speeds. By varying the engagement state of the two clutches and four brakes, the system provides four different reverse speed ratios from a compact gear train configuration.

Inventive Principle:
Principle #35Parameter changes

3Adaptability or versatility

If more clutches and brakes are added to provide multiple reverse speeds, then the number of reverse speed ratios is improved, but the device complexity increases

Engineering Contradiction:
Improvenumber of reverse speedsVSAvoidnumber of clutches and brakes
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent uses a minimal number of clutches and brakes (two clutches and four brakes) to achieve the desired functionality. This is considered partial action in the sense that not all possible clutch and brake combinations are used, but rather a carefully selected subset that provides all necessary forward and reverse speeds with optimal complexity.

Inventive Principle:
Principle #16Partial or excessive action

Data Source

PatentUS8827862B2Configuration for compact five speed planetary transmission
Publication Date: 2014.09.09 CATERPILLAR INC
  • US8827862B2 patent drawing
  • US8827862B2 patent drawing
  • US8827862B2 patent drawing

AI summary

A compact five-speed transmission planetary gear train includes a first, second, third, fourth and fifth planetary gear sets between an input and an output as well as first, second, third and fourth brakes and first and second clutches. The first, second, third and fourth brakes and first and second clutches are selectively actuatable to provide five different forward speeds and a plurality of different reverse speeds between the input and the output.