Shape Memory Alloy Rotor Cap for Electric Machine Winding Heads

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Solution Overview

Problem

The existing methods for attaching a rotor cap to the winding head of an electrical machine are either complex and damaging due to high temperatures required for metal caps or require additional components and are not robust when using composite materials, and they do not effectively reduce the susceptibility of fibers to pressure loads.

Innovation Solution

A fiber-reinforced plastic winding head ring with a shape memory material, where the preferred direction of the fibers differs from the shape memory wire, allowing for low-temperature assembly and a strong fastening mechanism using a metallic shape memory alloy, such as nickel-titanium, to reduce fiber susceptibility to pressure loads.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a metal rotor cap is used and heated for attachment, then the rotor cap can be securely attached to the winding head, but the high temperatures can damage the winding head and the process becomes complex

Engineering Contradiction:
Improveattachment securityVSAvoidthermal damage to winding head
Core Design Contradiction:
ReliabilityVSObject-affected harmful factors

Solution Approach 1:

The patent changes the temperature parameter from high (conventional metal cap heating to ~300°C) to low (shape memory alloy activation at lower temperatures), enabling secure attachment without thermal damage to the winding head. The shape memory alloy rotor cap achieves reliable attachment through controlled temperature-induced shape recovery rather than high-temperature heating.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent employs a rotor cap made of composite material (shape memory alloy) that combines the benefits of metal (elasticity, shape memory effect) with resistance to thermal damage. This composite approach allows the cap to be securely attached through shape recovery while avoiding the thermal damage issues associated with conventional metal caps.

Inventive Principle:
Principle #40Composite materials

2Weight of moving object

If a composite material rotor cap is used, then the weight is significantly reduced, but the cap cannot be shrunk onto the winding head and requires additional fastening components

Engineering Contradiction:
Improverotor cap weightVSAvoidnumber of components
Core Design Contradiction:
Weight of moving objectVSDevice complexity

Solution Approach 1:

The patent utilizes temperature as a control parameter to change the physical state and dimensions of the shape memory alloy rotor cap. By heating the cap to a specific temperature range, the cap undergoes shape recovery and shrinks radially inward, creating a interference fit with the winding head without requiring additional fastening components.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent replaces conventional mechanical fastening systems (screws, clips, or other attachment mechanisms) with a thermal-field-based attachment mechanism. The shape memory alloy's temperature-induced shape recovery replaces mechanical fasteners, simplifying the overall structure while maintaining secure attachment.

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

3Device complexity

If the preferred direction of fibers aligns with the shape memory wire direction, then the structure is simplified, but the fibers become more susceptible to pressure loads

Engineering Contradiction:
Improvefiber arrangement simplicityVSAvoidfiber resistance to pressure load
Core Design Contradiction:
Device complexityVSStrength

Solution Approach 1:

The patent introduces asymmetry in the fiber orientation relative to the shape memory wire direction. Instead of aligning fibers parallel to the wire (which would simplify construction but increase pressure susceptibility), the fibers are oriented at an angle, creating an asymmetric reinforcement pattern that better distributes and resists pressure loads while maintaining structural integrity.

Inventive Principle:
Principle #4Asymmetry

Solution Approach 2:

The patent applies local quality optimization by specifically orienting fibers at an angle to the shape memory wire direction in the regions where pressure loads are most critical. This localized fiber orientation strategy provides enhanced pressure resistance where needed while maintaining overall structural simplicity.

Inventive Principle:
Principle #3Local quality

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 provides a lightweight, robust, and damage-resistant attachment method that reduces the risk of fiber damage and extends the service life of the winding head by evenly distributing radial forces, eliminating the need for high-temperature processes and minimizing component complexity.

Implementation Method 1

The shape memory material is characterized by the fact that, despite being deformed by heating, it can remember an earlier shape before the deformation and assumes this earlier shape due to heating.

Methodology Applied
Scientific EffectShape memory effect: Shape Memory Alloy

Implementation Method 2

the winding head ring is heated, whereby the winding head ring is shrunk onto the winding head

Methodology Applied
Scientific EffectThermal contraction: Thermal Contraction

Data Source

PatentEP3549243B1Rotor for an electric machine
Publication Date: 2021.03.31 SIEMENS ENERGY GLOBAL GMBH & CO KG
  • EP3549243B1 patent drawingFigure 1~2
  • EP3549243B1 patent drawingFigure 3~4
  • EP3549243B1 patent drawingFigure 5~6

AI summary

The invention relates to a rotor for an electrical machine, comprising a winding overhang and a winding overhang ring (1), which is shrunk onto the winding overhang on the radial outside and which has a shape memory material.