Planetary Gearset Integrally Formed Carrier Plate

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Solution Overview

Problem

Existing planetary gearsets face challenges in connecting a shift element in a space-efficient, simplified, and cost-effective manner, as current solutions are complex and costly.

Innovation Solution

A rotationally fixed connection between a carrier plate of the planetary gear carrier and a torque-transmitting component of the adjacent shift element, utilizing an integrally formed disk carrier, along with an annular cylinder that serves as an axial abutment, pressure cylinder, lubrication oil collector, and pressure equalization chamber, allowing for axial fixation of planetary gear bolts and efficient lubrication.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If separate carrier plate and disk carrier are used, then assembly flexibility is improved, but device complexity and space consumption increase

Engineering Contradiction:
Improveassembly flexibilityVSAvoidstructure complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent merges the carrier plate and disk carrier into a single integrally formed component. The carrier plate includes both the first and second carrier plates as well as the disk carrier, eliminating the need for separate parts and reducing assembly complexity while maintaining structural functionality.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The integrally formed carrier plate serves multiple functions: it supports planetary gears, transmits torque, and acts as a structural connector between the planetary gearset and shift element. This multi-functionality reduces the number of components needed while maintaining assembly flexibility.

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

2Ease of manufacture

If multiple separate components are used for coupling, then manufacturing flexibility is improved, but manufacturing cost increases

Engineering Contradiction:
Improvemanufacturing flexibilityVSAvoidnumber of components
Core Design Contradiction:
Ease of manufactureVSDevice complexity

Solution Approach 1:

The carrier plate and disk carrier are manufactured as a single integral component, reducing the number of parts that need to be manufactured, inventoried, and assembled. This reduces manufacturing complexity and cost while maintaining the necessary functional flexibility.

Inventive Principle:
Principle #5Merging (Combining)

3Strength

If conventional connection methods are used, then structural integrity is maintained, but axial length increases

Engineering Contradiction:
Improvestructural integrityVSAvoidaxial length
Core Design Contradiction:
StrengthVSLength of moving object

Solution Approach 1:

By integrating the disk carrier directly into the carrier plate structure, the patent eliminates the need for separate connection components that would increase axial length. The integral design maintains structural integrity through direct material continuity while minimizing the axial dimension.

Inventive Principle:
Principle #5Merging (Combining)

4Reliability

If separate lubrication and pressure systems are used, then functional reliability is improved, but device complexity increases

Engineering Contradiction:
Improvefunctional reliabilityVSAvoidsystem complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The lubrication oil chamber and pressure chamber are integrated into the same annular cylinder structure. The bottom of the annular cylinder serves dual purposes as both the lubrication oil chamber and the axial abutment, while the pressure chamber utilizes the same structural space. This reduces the number of separate systems while maintaining functional reliability through proper pressure and lubrication delivery.

Inventive Principle:
Principle #5Merging (Combining)

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 configuration results in a compact, cost-effective structure with reduced axial length, enabling a close and efficient coupling of the planetary gearset and shift element, while ensuring reliable lubrication and pressure actuation.

Implementation Method 1

The annular cylinder has inside it an axially sliding annular piston that with the annular cylinder forms a pressure chamber, which is supplied with pressure oil via a duct system to actuate the shift element, i.e., to apply an axial force on the disk set

Methodology Applied
Scientific EffectPressure oil actuation: Hydraulic Press

Implementation Method 2

the bottom of the annular cylinder has an axially directed recess and so forms a lubrication oil chamber which on its radially inner inlet side, communicates with a lubrication oil supply system and on its radially outer outlet side communicates with axial bores in the planetary gear bolts, from where the lubrication oil passes, via radial bores, to the lubrication points of the planetary gears

Methodology Applied
Scientific EffectLubrication: Lubrication

Implementation Method 3

the annular cylinder has a radially inner, extended cylindrical wall which, together with the rear side of the piston, forms a pressure equalization chamber. This is supplied with lubrication oil via a bore in the extended cylindrical wall, i.e., not under pressure, so that for the piston an equalization of the dynamic pressure, i.e., a speed-independent build-up of pressure in the clutch, takes place

Methodology Applied
Scientific EffectPressure equalization:

Data Source

PatentUS8162793B2Planetary gearset
Publication Date: 2012.04.24 ZF FRIEDRICHSHAFEN AG
  • US8162793B2 patent drawing
  • US8162793B2 patent drawing
  • US8162793B2 patent drawing

AI summary

A planetary gearset (2) consisting of a planetary gear carrier (4) that holds planetary gears (5) with a first and a second carrier plate (4b, 7), each having respective bores (4d, 7a) to receive planetary gear bolts (6) that can be fixed axially. It is proposed that the planetary gear carrier is connected in a rotationally fixed manner by the second carrier plate to a torque-transmitting component (8) of an adjacent shift element (3).