Direct-Coupled Rotary Encoder Shaft for Hoist Spool Measurement

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Solution Overview

Problem

Standard rotary encoders used with heavy equipment like hoists and winches often lack direct mechanical integration, leading to inefficiencies in torque transfer and position measurement accuracy due to indirect coupling with gearboxes and drums.

Innovation Solution

A rotary encoder system where the central shaft is rotationally locked to both the motor output shaft and the hoist/winches' input shaft, enabling direct torque transfer and precise position measurement through spline teeth engagement and a sealed housing for enhanced durability.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Device complexity

If a standard rotary encoder is directly coupled to the drum of the hoist or winch, then the device complexity is reduced, but the measurement precision and torque transfer efficiency deteriorate

Engineering Contradiction:
Improveencoder coupling structureVSAvoidposition measurement accuracy
Core Design Contradiction:
Device complexityVSMeasurement precision

Solution Approach 1:

The patent introduces a gearbox as an intermediary component between the encoder and the drum. The encoder is coupled to the gearbox input shaft, which then drives the drum through gear reduction. This intermediary arrangement allows the encoder to measure the rotational position of the gearbox input shaft, which can be mathematically related to the drum position, thereby improving measurement precision while maintaining reasonable device complexity

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent replaces direct mechanical coupling with a gear-based mechanical transmission system. Instead of directly coupling the encoder to the drum, the system uses a gearbox with multiple gear stages to transmit motion from the encoder to the drum, enabling better torque transfer and more accurate position measurement through the gear reduction ratio

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

2Device complexity

If a standard rotary encoder is directly coupled to the drum of the hoist or winch, then the device complexity is reduced, but the torque transfer efficiency deteriorates

Engineering Contradiction:
Improveencoder coupling structureVSAvoidtorque transfer efficiency
Core Design Contradiction:
Device complexityVSLoss of energy

Solution Approach 1:

The gearbox acts as an intermediary that provides mechanical advantage through gear reduction. The encoder couples to the gearbox input shaft, and the gear stages multiply torque while reducing speed. This intermediary mechanism improves torque transfer efficiency to the drum compared to direct coupling, as the gear train is optimized for torque transmission in heavy equipment applications

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent substitutes direct mechanical coupling with a gear-based transmission system that is specifically designed for high torque applications. The gear train replaces the simple direct coupling mechanism, providing more efficient torque transfer through proper gear meshing and load distribution across multiple gear stages

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

3Measurement precision

If the encoder is integrated with the motor and gearbox, then the measurement precision is improved, but the device complexity increases

Engineering Contradiction:
Improveposition measurement accuracyVSAvoidencoder integration structure
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent merges the encoder with the motor and gearbox assembly by coupling the encoder shaft to the gearbox input shaft, which is also driven by the motor. This merging of components creates a integrated drive and measurement system where the encoder, motor, and gearbox work as a unified assembly, improving measurement precision while managing device complexity through functional integration

Inventive Principle:
Principle #5Merging (Combining)

4Reliability

If the encoder shaft is rotationally locked to both motor output shaft and input shaft, then the reliability is improved, but the device complexity increases

Engineering Contradiction:
Improveoperational reliabilityVSAvoidshaft coupling structure
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent merges the encoder shaft with both the motor output shaft and the gearbox input shaft through rotational locking mechanisms. This merging ensures that the encoder shaft rotates in unison with the drive train, improving reliability by eliminating relative motion and potential slippage between components, while the integrated structure manages the complexity of multiple coupling points

Inventive Principle:
Principle #5Merging (Combining)

Data Source

PatentUS10942043B2Encoder
Publication Date: 2021.03.09 BPG-ARROWHEAD WINCH INC
  • US10942043B2 patent drawing
  • US10942043B2 patent drawing
  • US10942043B2 patent drawing

AI summary

A rotary encoder may include a housing having an input-side portion and an output-side portion, and an internal cavity formed therein. The housing and its internal cavity can house a central shaft configured to transfer torque from an output shaft of a motor to an input shaft of a mechanical device such as a winch or a hoist. The housing and its internal cavity can house other components including printed circuit boards, an encoder disc, a ball bearing, and a seal.