Shift Fork Actuation Assembly With Linear-to-Rotary Lever Linkage

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Solution Overview

Problem

Conventional shift fork and actuation assemblies in motor vehicles are complex, unreliable, and require significant space, leading to high costs, weight, and inefficiency, making them unsuitable for a wide range of applications.

Innovation Solution

A modular and adjustable actuation assembly featuring a shift fork connected to a lever member via an actuator shaft, utilizing a pneumatic, hydraulic, or linear actuator mechanism, with a sliding collar and stopper members for precise positioning, allowing for compact design and versatile application.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If conventional shift fork and actuation mechanisms are used, then the vehicle can achieve gear shifting function, but the actuation assembly becomes complex and unreliable

Engineering Contradiction:
Improveactuation assembly reliabilityVSAvoidactuation mechanism complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The actuation assembly is divided into modular components: a shift fork member with integrated lever arm, a separate actuator shaft, and a sliding collar. This segmentation allows each component to be optimized independently while simplifying the overall mechanism and improving reliability through reduced inter-component failures.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The shift fork member is designed to perform multiple functions: it acts as both the shift fork that engages gear synchronizers and as the lever arm that transmits actuation force. This multi-functionality reduces the total number of components needed, simplifying the mechanism while maintaining reliability.

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

2Volume of moving object

If conventional shift fork and actuation mechanisms are used, then the vehicle can achieve gear shifting function, but the actuation assembly requires a relatively large amount of packaging space

Engineering Contradiction:
Improveactuation assembly volumeVSAvoidgear shifting operation
Core Design Contradiction:
Volume of moving objectVSEase of operation

Solution Approach 1:

The lever arm is integrated within the shift fork member, with the actuator shaft passing through the shift fork. This nested arrangement allows components to occupy overlapping spatial volumes, significantly reducing the overall packaging space required while maintaining the mechanical leverage needed for effective gear shifting operation.

Inventive Principle:
Principle #7Nested doll (Nesting)

Solution Approach 2:

The actuator shaft is positioned offset from the shift fork's plane of motion, utilizing the third dimension (depth) rather than requiring additional lateral space. This dimensional reorganization allows compact packaging while preserving the full range of motion and mechanical advantage for gear shifting.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

3Weight of moving object

If conventional shift fork and actuation mechanisms are used, then the vehicle can achieve gear shifting function, but the actuation assembly becomes expensive and heavy

Engineering Contradiction:
Improveactuation assembly weightVSAvoidmanufacturing cost
Core Design Contradiction:
Weight of moving objectVSEase of manufacture

Solution Approach 1:

The shift fork and lever arm are merged into a single integrated shift fork member, eliminating the need for separate components and their associated fasteners, bearings, and mounting structures. This consolidation reduces material usage, manufacturing steps, and assembly complexity, thereby reducing both weight and production cost.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The integrated shift fork member serves multiple functions (gear engagement and force transmission), reducing the total component count and associated materials. Fewer parts mean less material weight and lower manufacturing costs while maintaining the required gear shifting functionality.

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

4Adaptability or versatility

If conventional shift fork and actuation mechanisms are used, then the vehicle can achieve gear shifting function, but the actuation assembly is highly specialized for a particular application and needs to be re-engineered for each application

Engineering Contradiction:
Improveactuation assembly adaptabilityVSAvoiddesign complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The actuation assembly is designed as a universal platform that can accommodate different gear box types (manual, automated manual, dual clutch) through standardized interface features. The modular component design with defined mounting patterns and connection points allows the same basic assembly to be adapted to various applications without requiring complete re-engineering.

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

Solution Approach 2:

The assembly incorporates adjustable elements such as the sliding collar that can be repositioned along the actuator shaft, and the pivot point of the lever arm that can be adjusted to change the mechanical advantage ratio. These dynamic adjustment capabilities allow the same physical assembly to be tuned for different applications, enhancing versatility without increasing fundamental design complexity.

Inventive Principle:
Principle #15Dynamics

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 results in a lighter, more reliable, and cost-efficient actuation assembly that can be adapted for various applications, enhancing vehicle efficiency and reducing the need for re-engineering.

Implementation Method 1

an actuator shaft that is connected to a shift shaft and a shift fork via a lever member. At least a portion of the lever member is connected to the shift shaft and at least a portion of the lever member is pivotably connected to said actuator shaft. An actuation mechanism drives the actuator shaft linearly to pivot the lever member which in turn rotates the shift shaft and the shift fork.

Methodology Applied
Scientific EffectLever: Lever

Data Source

PatentUS11391370B2Shift fork actuation assembly
Publication Date: 2022.07.19 DANA HEAVY VEHICLE SYSTEMS GROUP LLC
  • US11391370B2 patent drawing
  • US11391370B2 patent drawing
  • US11391370B2 patent drawing

AI summary

An actuation assembly for use in a drive unit assembly of a vehicle. The actuation assembly includes an actuator shaft that is connected to a shift shaft and a shift fork via a lever member. At least a portion of the lever member is connected to the shift shaft and at least a portion of the lever member is pivotably connected to said actuator shaft. An actuation mechanism drives the actuator shaft linearly to pivot the lever member which in turn rotates the shift shaft and the shift fork.