SMA Shift Element for Automatic Transmissions Without Hydraulics

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Solution Overview

Problem

Hydraulically actuated friction shift elements in automatic transmissions face challenges in maintaining hydraulic pressure and require complex designs with strict cleanliness guidelines, making them difficult to manage effectively.

Innovation Solution

The implementation of a shape-memory alloy shifter coupled to an actuating plate that compresses friction plates to engage or disengage gear ratios in automatic transmissions, eliminating the need for hydraulic fluid by using a shape-memory alloy helical coil spring mechanism to adjust the friction shifting element between engaged and disengaged configurations.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If hydraulically actuated friction shift elements are used, then gear shifting capability is achieved, but system complexity and maintenance difficulty increase due to hydraulic pressure requirements

Engineering Contradiction:
Improvegear shifting capabilityVSAvoidhydraulic system complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The patent replaces the hydraulic actuation system with a shape memory alloy (SMA) based mechanical actuation system. The SMA shifter element directly actuates the friction plates through thermal activation, eliminating hydraulic fluid, pressure vessels, control valves, and associated plumbing. This substitution reduces system complexity while maintaining gear shifting capability.

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

Solution Approach 2:

The patent extracts and removes the entire hydraulic actuation subsystem from the transmission system. By using SMA material that responds directly to temperature changes, the design eliminates the need for hydraulic fluid reservoirs, pumps, and pressure control mechanisms, thereby simplifying the overall system architecture.

Inventive Principle:
Principle #2Taking out (Extraction)

2Ease of operation

If hydraulically actuated friction shift elements are used, then gear shifting is achieved, but cleanliness requirements become stricter due to debris sensitivity

Engineering Contradiction:
Improvegear shifting functionVSAvoiddebris sensitivity
Core Design Contradiction:
Ease of operationVSObject-affected harmful factors

Solution Approach 1:

By replacing the hydraulic fluid-based actuation system with a solid-state shape memory alloy mechanism, the patent eliminates the closed hydraulic circuit that is susceptible to contamination. The SMA-based system has no fluid to degrade or become contaminated, thereby removing the cleanliness maintenance burden while preserving gear shifting function.

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

3Reliability

If hydraulically actuated friction shift elements are used, then shift engagement is achieved, but design complexity increases due to O-rings and drilled passageways

Engineering Contradiction:
Improveshift engagement reliabilityVSAvoidcomponent complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent removes O-rings, drilled passageways, and other hydraulic system components from the design. The SMA shifter element uses a straightforward thermal expansion and phase transformation mechanism that requires no sealing elements or complex internal passages, thereby reducing component complexity while maintaining reliable shift engagement.

Inventive Principle:
Principle #2Taking out (Extraction)

4Force

If hydraulic pressure is maintained for friction shift elements, then actuation force is sufficient, but system complexity and maintenance burden increase

Engineering Contradiction:
Improveactuation forceVSAvoidpressure maintenance system complexity
Core Design Contradiction:
ForceVSDevice complexity

Solution Approach 1:

The patent substitutes the hydraulic pressure generation and maintenance system with a shape memory alloy thermal activation system. The SMA material generates sufficient actuation force through its phase transformation properties when heated, eliminating the need for hydraulic pumps, pressure regulators, and fluid reservoirs, thereby reducing system complexity while maintaining adequate actuation force for friction plate engagement.

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

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 solution simplifies the design, reduces the complexity of maintaining hydraulic pressure, and enhances the reliability of gear shifts by using a non-hydraulic mechanism, improving the operational efficiency and cleanliness of automatic transmission systems.

Implementation Method 1

A shape-memory alloy shifter is coupled to the actuating plate. The shape-memory alloy shifter is configured for moving the actuating plate along the axial direction between an engaged configuration and a disengaged configuration.

Methodology Applied
Scientific EffectShape-memory alloy: Shape Memory Alloy

Data Source

PatentUS10914374B2Shape-memory alloy shift element for an automatic transmission
Publication Date: 2021.02.09 ZF FRIEDRICHSHAFEN AG
  • US10914374B2 patent drawing
  • US10914374B2 patent drawing
  • US10914374B2 patent drawing

AI summary

A friction shifting element includes a plurality of first friction plates. A plurality of second friction plates is interleaved with the plurality of first friction plates. The friction shifting element also includes an actuating plate. A shape-memory alloy shifter is configured for moving the actuating plate along an axial direction between an engaged configuration and a disengaged configuration. The actuating plate compresses the plurality of first friction plates and the plurality of second friction plates together when the actuating plate is in the engaged configuration.