Hybrid Vehicle Shift Scheduling Using Battery State of Charge

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Existing shift schedules for hybrid vehicles do not effectively utilize the additional degree of freedom provided by the state of charge of the battery, leading to inefficiencies and unnecessary gear shifts.

Innovation Solution

A controller in a hybrid vehicle selects a shift schedule from a plurality based on the state of charge of the battery and motor-generator unit capabilities, optimizing gear shifts around a trigger speed to minimize inefficiencies and optimize performance.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of energy

If a single shift schedule is used for the entire operational range, then the control system is simple, but fuel efficiency and performance are suboptimal

Engineering Contradiction:
Improvefuel efficiencyVSAvoidshift schedule control complexity
Core Design Contradiction:
Loss of energyVSDevice complexity

Solution Approach 1:

The patent divides the operational range into multiple segments based on vehicle speed (below trigger speed and above trigger speed). Each segment has its own optimized shift schedule, allowing the system to achieve high fuel efficiency in each segment without requiring a single complex schedule for the entire range. The controller selects between first and second shift schedules based on whether vehicle speed is below or above the trigger speed.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent implements dynamic shift schedule selection that adapts to changing operating conditions. The controller dynamically switches between different shift schedules based on real-time vehicle speed relative to the trigger speed and battery state of charge. This dynamic adaptation allows the system to optimize fuel efficiency across varying operational conditions without requiring manual intervention or complex driver input.

Inventive Principle:
Principle #15Dynamics

2Productivity

If shift schedules are optimized for the entire operational range, then performance is maximized, but unnecessary gear shifts occur reducing efficiency

Engineering Contradiction:
Improvevehicle performanceVSAvoidenergy efficiency
Core Design Contradiction:
ProductivityVSLoss of energy

Solution Approach 1:

The patent segments the operational range at a trigger speed threshold, creating distinct control regions. Below the trigger speed, the first shift schedule optimizes for acceleration and performance. Above the trigger speed, the second shift schedule optimizes for fuel efficiency and reduces unnecessary shifts. This segmentation allows each schedule to be tuned for its specific operational context, preventing the performance degradation caused by overly aggressive shift schedules during cruising.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent applies different shift schedule characteristics to different operational regions. The first shift schedule uses performance-oriented shift points suitable for low-speed acceleration, while the second shift schedule uses efficiency-oriented shift points suitable for high-speed cruising. This local optimization ensures that each region receives the appropriate shift behavior, avoiding the energy waste from applying a single aggressive schedule across all conditions.

Inventive Principle:
Principle #3Local quality

3Device complexity

If traditional two-degree-of-freedom shift schedules are used (pedal position and vehicle speed), then the control system is simple, but the additional battery state of charge degree of freedom is not utilized

Engineering Contradiction:
Improvecontrol system complexityVSAvoidadaptability to hybrid operation
Core Design Contradiction:
Device complexityVSAdaptability or versatility

Solution Approach 1:

The patent segments the control strategy into speed-based regions (below and above trigger speed) and within each region, further segments based on battery state of charge thresholds. This creates a hierarchical segmentation that efficiently utilizes the battery SOC degree of freedom without requiring complex continuous control. The controller checks SOC against thresholds within each speed region to select appropriate shift schedules, maintaining simplicity while capturing hybrid vehicle advantages.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent introduces battery state of charge as an intermediary parameter that mediates between vehicle speed and shift schedule selection. Rather than directly controlling shifts based only on speed and pedal position, the SOC acts as an intermediary that influences schedule selection, enabling the system to leverage battery charging opportunities during deceleration and optimize shifts based on energy availability without requiring complex real-time optimization algorithms.

Inventive Principle:
Principle #24Intermediary (Mediator)

Data Source

PatentUS20260028016A1System and method for selecting a shift schedule for a hybrid vehicle
Publication Date: 2026.01.29 CATERPILLAR INC
  • US20260028016A1 patent drawing
  • US20260028016A1 patent drawing
  • US20260028016A1 patent drawing

AI summary

A system and method for selecting a shift schedule of a hybrid vehicle. The hybrid vehicle includes a hybrid powertrain having a motor-generator unit, a battery electrically connected to the motor-generator unit an engine, and a transmission engageably connected to the engine and the motor-generator unit. The hybrid vehicle also includes a controller for controlling the hybrid powertrain. Upon reaching a trigger speed, the controller is configured to select a shift schedule from a plurality of shift schedules, based on a state of charge of the battery.