Planetary Clutch Torque Modulation via Sun Gear Control

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Solution Overview

Problem

Conventional clutching devices are large, costly, and inefficient, with limited modulating capacity and energy recovery capabilities, making them unsuitable for applications requiring smooth, repeatable torque and speed modulation over extended periods.

Innovation Solution

A clutching device utilizing a planetary gear set with a ring gear, planet carrier, and sun gear, where the modulating device connected to the sun gear controls speed modulation, allowing for energy recovery and efficient operation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Power

If conventional friction-based clutches are used for torque modulation, then torque transmission is achieved, but the device size becomes large and manufacturing cost increases

Engineering Contradiction:
Improvetorque transmission capabilityVSAvoidclutch device size
Core Design Contradiction:
PowerVSVolume of moving object

Solution Approach 1:

The clutch device is segmented into distinct functional components: a friction clutch assembly for torque modulation and a centrifugal clutch assembly for engagement control. This segmentation allows each component to be optimized independently, reducing overall size while maintaining torque transmission capability

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The friction clutch assembly is nested within the centrifugal clutch assembly, with the friction plates positioned inside the centrifugal clutch housing. This nested configuration consolidates multiple torque transmission mechanisms into a compact integrated unit, significantly reducing the overall device volume

Inventive Principle:
Principle #7Nested doll (Nesting)

2Speed

If conventional friction-based clutches are used for speed modulation, then speed control is achieved, but manufacturing precision becomes difficult to maintain due to varying friction coefficients

Engineering Contradiction:
Improvespeed modulation capabilityVSAvoidmodulation repeatability
Core Design Contradiction:
SpeedVSManufacturing precision

Solution Approach 1:

A centrifugal governor mechanism serves as an intermediary between the drive shaft and friction clutch engagement. This governor uses centrifugal force to automatically control clutch engagement based on rotational speed, providing precise and repeatable speed modulation without requiring complex control systems or high manufacturing precision

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The centrifugal governor automatically regulates clutch engagement based on the rotational speed of the drive shaft itself. The system uses its own operating parameters (rotational speed) to control its own engagement, eliminating the need for external control systems and improving modulation repeatability

Inventive Principle:
Principle #25Self-service

3Duration of action of moving object

If hydraulic clutches are used for extended torque modulation, then modulation capacity is maintained, but energy efficiency decreases due to energy loss as heat

Engineering Contradiction:
Improvemodulation durationVSAvoidenergy conversion efficiency
Core Design Contradiction:
Duration of action of moving objectVSLoss of energy

Solution Approach 1:

The patent replaces the hydraulic fluid coupling system with a direct mechanical friction clutch assembly. This mechanical system transmits torque more efficiently with minimal energy loss, while the centrifugal governor provides the necessary control for extended modulation operations without the energy inefficiencies of hydraulic systems

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

4Volume of moving object

If magnetic clutches are used for torque transmission, then compact size is achieved, but manufacturing cost increases

Engineering Contradiction:
Improveclutch device sizeVSAvoidmanufacturing cost
Core Design Contradiction:
Volume of moving objectVSEase of manufacture

Solution Approach 1:

The patent changes the operating parameters and material selection from expensive magnetic materials to conventional friction materials and mechanical components. By operating in the friction-based regime rather than magnetic regime, the device achieves comparable compactness through optimized mechanical design while dramatically reducing manufacturing cost

Inventive Principle:
Principle #35Parameter changes

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

The solution enables a compact, cost-effective, and efficient clutching device capable of smooth, repeatable torque and speed modulation, with energy recovery, improving system efficiency and automatability.

Implementation Method 1

a planetary gear set connected to a prime mover. The planetary gear set includes a ring gear, a planet carrier with at least one planet and one sun gear disposed in the planet carrier the said planet gear engaged at one side with the ring gear, and at the other side with the sun gear

Methodology Applied
Scientific EffectPlanetary gear mechanism: Gear

Data Source

PatentUS8133147B2Clutch
Publication Date: 2012.03.13 DRILLFORM TECHN SERVICES
  • US8133147B2 patent drawing
  • US8133147B2 patent drawing
  • US8133147B2 patent drawing

AI summary

A clutching device that achieves torque modulation and/or speed trimming by manipulating only a fraction of torque transferred, but over a wider speed range, is provided. The clutching device has a planetary gear set connected to a prime mover. The planetary gear set includes a ring gear, a planet carrier with at least one planet and one sun gear disposed in the planet carrier the said planet gear engaged at one side with the ring gear, and at the other side with the sun gear. The device further includes a modulating device connected to the sun gear, and an output device connected to the planet carrier. Speed modulation between the prime mover and the output device is controlled by controlling the speed of rotation of the sun gear. Energy from the speed modulation is recoverable by the modulating device.