Gearbox Oil Loss Detection via Temperature Curve Deviation

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Solution Overview

Problem

Existing methods for monitoring transmission oil levels and detecting oil loss in gear systems are inadequate for ensuring safety, as they do not effectively detect changes in oil levels or provide timely warnings for oil loss.

Innovation Solution

A method utilizing a temperature sensor placed within the lubricating oil in a transmission, where temperature curves are recorded over time to detect deviations from a baseline, allowing for the determination of oil loss and issuance of warning information when the oil level falls below the sensor, enabling quick action to prevent drive failure.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Temperature

If a temperature sensor is placed in the lubricating oil to monitor temperature, then temperature monitoring is improved, but the ability to detect oil level changes is worsened because the sensor cannot directly measure oil level

Engineering Contradiction:
Improvetemperature monitoringVSAvoidoil level detection
Core Design Contradiction:
TemperatureVSMeasurement precision

Solution Approach 1:

The patent uses temperature as an intermediary parameter to indirectly detect oil level changes. The temperature sensor remains in the oil, and oil level changes are inferred from characteristic changes in the temperature curve rather than directly measuring oil level. This resolves the contradiction by using a measurable parameter (temperature) to detect changes in an unmeasurable parameter (oil level).

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent replaces direct mechanical or physical oil level measurement methods with a thermal-based indirect measurement system. Instead of using float indicators, magnetic sensors, or direct contact probes for level detection, the system substitutes these with temperature curve analysis that naturally occurs during gearbox operation, eliminating the need for separate oil level sensing mechanisms.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Measurement precision

If existing oil level monitoring methods are used, then oil level can be monitored, but timely detection of significant oil loss and issuance of warnings is worsened

Engineering Contradiction:
Improveoil level monitoringVSAvoidresponse time for oil loss
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The patent establishes a reference temperature curve during a first operational phase when the gearbox has sufficient oil. This preliminary reference curve serves as a baseline for future comparisons. By preparing this reference data in advance, the system can quickly detect deviations during subsequent operations without requiring complex real-time analysis, enabling timely warning issuance when significant oil loss occurs.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system continuously compares the current temperature curve against the stored reference temperature curve and provides feedback when deviations exceed a threshold. This feedback mechanism enables real-time detection of oil level changes and triggers warnings promptly, reducing the response time for oil loss detection while maintaining precise monitoring throughout operation.

Inventive Principle:
Principle #23Feedback

3Ease of operation

If the temperature sensor is placed above the oil level, then the sensor is easily accessible, but the ability to detect oil loss is worsened because the sensor no longer contacts the oil

Engineering Contradiction:
Improvesensor accessibilityVSAvoidoil loss detection
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The patent uses the gearbox housing and remaining oil as thermal intermediaries to continue detecting oil loss even when the sensor is above the oil level. The housing conducts thermal changes from the oil to the sensor location, and the temperature curve still reflects oil quantity changes through indirect thermal pathways, maintaining detection reliability without requiring direct sensor-oil contact.

Inventive Principle:
Principle #24Intermediary (Mediator)

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

This method allows for early detection of oil loss through temperature curve analysis, enabling quick and direct conversion of the detection into safety-related actions, such as stopping the drive, thereby enhancing safety and preventing potential damage.

Implementation Method 1

a temperature sensor is arranged in the lubricating oil, in particular wherein the temperature sensor is arranged within the lubricating oil

Methodology Applied
Scientific EffectThermal conduction: Conduction (thermal)

Implementation Method 2

the temperature profile essentially determined by the mass of lubricating oil filled into the interior of the gearbox

Methodology Applied
Scientific EffectThermal radiation: Thermal Radiation

Implementation Method 3

the mass of lubricating oil filled into the interior of the gearbox, wherein a constant power is supplied to the gearbox

Methodology Applied
Scientific EffectHeat capacity: Heat Sink

Data Source

PatentEP3999818B1Method for monitoring a gearbox using a temperature sensor, and gearbox
Publication Date: 2023.11.22 SEW EURODRIVE GMBH & CO KG
  • EP3999818B1 patent drawingFigure 1
  • EP3999818B1 patent drawingFigure 2

AI summary

The invention relates to a method for monitoring a gearbox using a temperature sensor and to a gearbox. In a first method step, the gearbox is at least partly filled with lubricating oil such that the temperature sensor is arranged in the lubricating oil, wherein the gearbox is preferably supplied constant power, and a first curve of the temperature is detected and stored; in a second method step, a second curve of the temperature is detected and stored, in particular over an equally long duration; and in a third method step, it is determined whether the second curve exceeds an allowable degree of deviation from the first curve.