Overload Detection in Forklift Hydraulic Systems

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Solution Overview

Problem

Existing methods for monitoring overload in industrial trucks, particularly those with hydraulic systems, face challenges in preventing excessive load lifting while also allowing the hydraulic system to heat up, as electronic overload protection can incorrectly trigger system shutdowns and require unnecessary temperature sensors.

Innovation Solution

A method that involves the controller supplying pressure medium for a minimum period during lifting, then stopping, and detecting significant pressure drops to determine actual lifting movements, allowing for overload detection without continuous lifting height sensors and enabling hydraulic system heating by lifting against the pressure-limiting valve.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If electronic overload protection is implemented using load pressure signals, then overload detection capability is improved, but false shutdowns occur when the hydraulic system needs to heat up

Engineering Contradiction:
Improveoverload detection accuracyVSAvoidsystem availability for heating
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The system dynamically adjusts the evaluation of load pressure signals based on the current operational state. When the hydraulic system is in heating mode (pump running, valve open, no actual lifting), the controller recognizes this state and temporarily suspends overload evaluation, allowing high pressure readings during heating without triggering false shutdowns. This dynamic state-based adjustment resolves the contradiction between reliable overload detection and system availability for heating.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system changes the interpretation threshold of load pressure parameters based on operational context. During heating operations, the same load pressure readings that would normally indicate overload are reinterpreted as acceptable heating conditions. The controller modifies the decision logic by changing the parameter evaluation criteria according to the system state, thereby preventing false overload detection while maintaining heating functionality.

Inventive Principle:
Principle #35Parameter changes

2Temperature

If the hydraulic system operates against the pressure-limiting valve to heat up quickly, then heating speed is improved, but the pressure relief valve opens and system pressure is lost

Engineering Contradiction:
Improvehydraulic fluid temperatureVSAvoidenergy efficiency during heating
Core Design Contradiction:
TemperatureVSUse of energy by moving object

Solution Approach 1:

The system maintains continuous monitoring of the heating process and automatically terminates it when the desired temperature is reached or when actual lifting operations begin. This prevents unnecessary energy waste by stopping the heating cycle at the appropriate moment, while still allowing rapid heating when needed. The continuous action is maintained only as long as it serves the heating purpose.

Inventive Principle:
Principle #20Continuity of useful action

Solution Approach 2:

The system converts the potentially harmful effect of opening the pressure relief valve during heating into a beneficial feature. The controlled opening of the pressure relief valve during heating operations is intentionally used to generate the necessary pressure differential to circulate hydraulic fluid and heat it up quickly. The harmful pressure loss is transformed into a useful heating mechanism by controlling when and how the valve opens during the heating cycle.

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

3Strength

If a pressure relief valve is set to high value to accommodate all mast sections, then maximum load capacity is improved, but overload protection function is delayed until the last mast stage

Engineering Contradiction:
Improvemaximum load capacityVSAvoidoverload protection timing
Core Design Contradiction:
StrengthVSReliability

Solution Approach 1:

The system uses feedback from multiple sensors (load pressure sensor, mast position sensor, temperature sensor) to continuously monitor system state and make real-time adjustments. The controller receives feedback about current load, mast extension position, and hydraulic temperature, and uses this information to dynamically control the pressure relief valve and evaluate overload conditions. This multi-parameter feedback system enables timely overload protection while maintaining high load capacity.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system performs preliminary evaluation of load conditions before actual lifting occurs by monitoring pressure build-up trends and comparing them against expected values for different load scenarios. The controller anticipates potential overload conditions by analyzing the rate of pressure increase and mast position changes, and can prevent overload before it becomes critical. This preliminary action enables early intervention while maintaining maximum load capacity for legitimate operations.

Inventive Principle:
Principle #10Preliminary action

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

Effectively detects overloads and allows the hydraulic system to heat up by differentiating between actual lifting and system resistance, preventing false shutdowns and eliminating the need for additional temperature sensors, thus enhancing operational reliability and safety.

Implementation Method 1

a hydraulic pump for pressurizing and conveying hydraulic fluid to the hydraulic cylinder

Methodology Applied
Scientific EffectHydraulic pressure: Hydraulic Press

Implementation Method 2

a pressure relief valve for limiting a maximum load pressure in the hydraulics

Methodology Applied
Scientific EffectPressure relief: Valve

Implementation Method 3

the hydraulic fluid is pumped by a hydraulic pump at maximum power and discharged into the tank via the pressure-limiting valve. This artificially generated power loss causes the hydraulic fluid to heat up quickly

Methodology Applied
Scientific EffectViscous heating: Viscous Heating

Data Source

PatentEP2987763B1Method for monitoring overload in an industrial truck
Publication Date: 2019.12.18 LINDE MATERIAL HANDLING GMBH
  • EP2987763B1 patent drawingFigure 1
  • EP2987763B1 patent drawingFigure 2

AI summary

In a method for monitoring overload in a forklift truck with a lifting mast and a load-handling device, in particular a load fork, which is vertically movable on the lifting mast, with at least one hydraulic cylinder for lifting the load-handling device, with pressure sensor means for detecting a load pressure (2, 4, 8), with an operating device for inputting control commands for lifting/lowering the load-handling device and with a control unit, wherein the control unit detects, based on the load pressure (2, 4, 8) during a control command to lift, whether a value corresponding to a maximum load has been reached, when a control command to lift the load-handling device is given and the load pressure (4, 8) corresponds to a maximum load, the control unit supplies pressure medium for a minimum period (5) and then stops the supply of pressure medium.and detects, after the supply of pressure medium has stopped, an actual lifting movement and the application of a load when at least a significant pressure drop occurs (9).