PTO Mode Shifting via Torque Perturbation

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Solution Overview

Problem

Driveline PTO transmissions face challenges with torque locking and gear grinding during mode shifts due to windage-generated torque, which complicates the process of switching between road and pump modes, especially when excessive torque is present, leading to mechanical complications and potential damage.

Innovation Solution

The system employs a controller to modulate the transmission between multiple neutral states, creating a calculated train of torque pulses to build and release internal inertial forces, allowing the shift collar to move freely and overcome friction, and uses additional clutches to brake the transmission output when shifting from pump to road mode to prevent gear grinding.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If the transmission is modulated between multiple neutral states to create torque pulses, then the shift collar can move freely without torque locking, but the control system complexity increases

Engineering Contradiction:
Improvemode shifting smoothnessVSAvoidcontrol system complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The transmission is modulated between multiple neutral states in a periodic sequence to generate a train of torque pulses. This periodic modulation creates oscillating inertial forces that overcome the static friction and windage torque locking the shift collar, enabling smooth mode transitions without requiring excessive force.

Inventive Principle:
Principle #19Periodic action

Solution Approach 2:

The system dynamically changes the transmission's neutral state parameters (clutch engagement patterns, brake application sequences) to generate controlled torque pulses. By varying the timing and magnitude of these parameter changes, the system creates optimal inertial forces for collar movement while managing control complexity through programmed sequences.

Inventive Principle:
Principle #35Parameter changes

2Reliability

If additional clutches are used to brake the transmission output during mode shifts, then gear grinding is prevented, but the device complexity and cost increase

Engineering Contradiction:
Improvegear damage preventionVSAvoidmechanical complications
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

Additional clutches are engaged in advance of the mode shift to apply braking force to the transmission output shaft. This preliminary anti-action counteracts the windage torque that would otherwise cause the pump to rotate during the shift, preventing the collar from being forced against stationary drive shaft components and eliminating gear grinding.

Inventive Principle:
Principle #9Preliminary anti-action

Solution Approach 2:

The additional clutches act as intermediary elements between the transmission output and the mode shift mechanism. These clutches provide controlled braking action that mediates the interaction between the rotating pump and the shifting collar, allowing the collar to move freely without dragging against stationary components.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Adaptability or versatility

If the sliding collar is used to shift between road mode and pump mode, then the PTO can selectively direct power, but torque locking occurs when excessive torque is present

Engineering Contradiction:
Improvemode selection capabilityVSAvoidmode shifting difficulty
Core Design Contradiction:
Adaptability or versatilityVSEase of operation

Solution Approach 1:

The system transitions from a static neutral state to a dynamic sequence of multiple neutral states. By modulating between different neutral configurations with varying inertial characteristics, the system creates time-varying torque pulses that dynamically overcome the torque locking force, enabling the sliding collar to shift smoothly even under high torque conditions.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The periodic modulation between multiple neutral states generates oscillating torque pulses that create mechanical vibration in the shift mechanism. This vibration superimposes on the steady-state torque, creating momentary windows where the instantaneous torque drops below the static friction threshold, allowing the collar to incrementally move through the shift range.

Inventive Principle:
Principle #18Mechanical vibration

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 approach enables smooth and efficient mode shifts without torque locking, reducing mechanical stress and the risk of gear damage, allowing for seamless transitions between road and pump modes, thereby enhancing the longevity and ease of operation of machines equipped with driveline PTO systems.

Implementation Method 1

creating a calculated train of torque pulses to build and release internal inertial forces, allowing the shift collar to move freely

Methodology Applied
Scientific EffectInertia: Inertia

Implementation Method 2

uses additional clutches to brake the transmission output when shifting from pump to road mode to prevent gear grinding

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentUS7953535B2Drive line torque perturbation for PTO mode shifting
Publication Date: 2011.05.31 CATERPILLAR INC
  • US7953535B2 patent drawing
  • US7953535B2 patent drawing
  • US7953535B2 patent drawing

AI summary

A method of controlling a machine drive having a driveline PTO establishes a driveline torque perturbation via conversion of internal inertia through two transmission neutral conditions. In an example, when a request is received, e.g., from an operator, to shift the driveline PTO from a first mode to a second mode, the transmission is automatically modulated between its first neutral condition and its second neutral condition while the driveline PTO is shifted from the first mode to the second mode, thus minimizing torque lock and facilitating mode changes.