Motorized Roller Shade Torque Calibration

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Solution Overview

Problem

Motorized roller shades can suffer damage and pose a risk of user injury when encountering obstructions during the raising process due to excessive torque, as existing systems lack effective obstruction detection and adaptation mechanisms.

Innovation Solution

A method that calibrates the motor to detect excess torque by recording and updating normal operating torque values in non-volatile memory, allowing the motor to stop and reverse direction when excessive torque is detected, thereby preventing damage and injury.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Power

If the motor operates with high torque to raise the shade, then the shade can be raised effectively, but obstruction damage risk increases

Engineering Contradiction:
Improvemotor torqueVSAvoidobstruction damage risk
Core Design Contradiction:
PowerVSObject-affected harmful factors

Solution Approach 1:

The system performs preliminary action by detecting torque conditions before damage occurs. The motor controller continuously monitors torque during shade raising and stops the motor before an obstruction can cause damage, preventing harmful effects while maintaining effective raising capability.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system implements feedback by having the motor controller receive torque information from the motor and adjust operation accordingly. When torque exceeds a threshold indicating an obstruction, the controller stops the motor and reverses direction, creating a closed-loop control system that prevents damage while maintaining effective operation.

Inventive Principle:
Principle #23Feedback

2Device complexity

If the motor operates without obstruction detection, then the system is simple, but component damage and user injury risk increase

Engineering Contradiction:
Improvesystem simplicityVSAvoidcomponent safety
Core Design Contradiction:
Device complexityVSReliability

Solution Approach 1:

The motor controller performs self-service by using its existing torque sensing capability to detect obstructions and protect the system. The same controller that manages motor operation also monitors torque conditions and takes protective action, eliminating the need for separate detection hardware while improving safety.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system replaces potential mechanical obstruction detection mechanisms with electrical torque sensing. Instead of using mechanical sensors or switches to detect obstructions, the system uses the motor controller's ability to sense torque electrically, simplifying the overall system while improving reliability.

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

3Ease of operation

If the motor uses fixed torque operation, then the control is simple, but it cannot adapt to changing operating conditions

Engineering Contradiction:
Improvecontrol simplicityVSAvoidtorque adaptation capability
Core Design Contradiction:
Ease of operationVSAdaptability or versatility

Solution Approach 1:

The system implements dynamics by transitioning from fixed torque operation to dynamic torque adjustment. The motor controller continuously monitors torque conditions and adjusts motor operation in real-time based on actual loading conditions, allowing the system to adapt to varying shade weights, obstructions, and operational states while maintaining simple control logic.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system applies parameter changes by modifying motor torque output based on detected conditions. The controller adjusts operational parameters such as motor stopping point and reverse direction based on real-time torque measurements, enabling the system to adapt to different operating conditions including obstructions, varying shade positions, and mechanical variations.

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 effectively minimizes component damage and user injury by detecting and adapting to changes in torque during operation, ensuring safe and reliable operation of motorized roller shades.

Implementation Method 1

a method that detects obstacles that create excess torque by sensing the current draw from a motor

Methodology Applied
Scientific EffectElectrical current measurement: Ohm's Law

Implementation Method 2

The roller tube is rotated by a motorized drive system

Methodology Applied
Scientific EffectElectromagnetic conversion: Electromagnetic Induction

Data Source

PatentUS9970234B2Automatic torque calibration for roller shades
Publication Date: 2018.05.15 CRESTRON ELECTRONICS INC
  • US9970234B2 patent drawing
  • US9970234B2 patent drawing
  • US9970234B2 patent drawing

AI summary

A motorized roller shade that detects obstacles in its travel that create excess torque by sensing the current draw from a motor and method by which the motor can calibrate itself to detect excess torque. During the roller shade's travel, it will record the instantaneous torque being generated at various points. For example, it will store the greatest value in the shade motor's non-volatile memory as the normal operating torque.