Superelastic Shape Memory Alloy Overload Protection

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Solution Overview

Problem

Conventional overload protection systems for actuators, such as shape memory alloy wires, face challenges with bulky designs due to conflicting requirements of high force thresholds and low stiffness, and electrical control schemes increase system cost without effectively managing mechanical overload events.

Innovation Solution

A superelastic shape memory alloy element-based overload protection system that provides a non-linear force-deflection profile, utilizing the sharp reduction in modulus during stress-induced Austenite to Martensite transformation to offer a high overload force threshold and low post-overload stiffness without increasing the actuator's bulk, allowing for a compact design that minimizes stress and maintains normal operation stroke.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Force

If linear mechanical springs are used for overload protection, then high force threshold is achieved, but the springs become bulky due to conflicting requirements of high force threshold and low stiffness

Engineering Contradiction:
Improveforce thresholdVSAvoidspring bulk
Core Design Contradiction:
ForceVSVolume of moving object

Solution Approach 1:

The patent applies parameter changes by utilizing the phase transformation characteristics of shape memory alloy to achieve non-linear force-deflection behavior. The material's modulus changes dramatically during the Austenite-Martensite transformation, allowing the spring to provide high force threshold while maintaining compact size through controlled phase change rather than conventional linear elastic deformation

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent employs composite material principles by using shape memory alloy, which combines austenitic and martensitic phases in a single material system. This composite microstructure enables the material to exhibit both high stiffness in the austenitic phase for normal operation and low stiffness in the martensitic phase for overload protection, resolving the contradiction between force threshold and compact size

Inventive Principle:
Principle #40Composite materials

2Adaptability or versatility

If electrical control schemes are used for overload protection, then versatility is improved, but system cost increases

Engineering Contradiction:
Improvecontrol versatilityVSAvoidsystem cost
Core Design Contradiction:
Adaptability or versatilityVSEase of manufacture

Solution Approach 1:

The patent applies the self-service principle by designing a purely mechanical overload protection system that operates autonomously through the inherent phase transformation properties of shape memory alloy. The system requires no external electrical control, sensors, or actuators - the material itself automatically provides overload protection through its non-linear mechanical response, thereby reducing system cost while maintaining versatility

Inventive Principle:
Principle #25Self-service

3Force

If superelastic shape memory alloy element is used for overload protection, then non-linear force-deflection profile is achieved with high overload force threshold and low post-overload stiffness, but the device complexity increases

Engineering Contradiction:
Improveoverload force thresholdVSAvoidactuator system complexity
Core Design Contradiction:
ForceVSDevice complexity

Solution Approach 1:

The patent applies universality by designing the overload protection system as an integrated component that works with the existing actuator architecture. The shape memory alloy element is incorporated into the actuator assembly itself, allowing the same component to serve both as the actuator and as the overload protection mechanism, thereby avoiding additional device complexity

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

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 manages mechanical overload events by providing a high overload force threshold and low post-overload stiffness, reducing stress on the actuator and maintaining its operational stroke, while avoiding the bulkiness and cost issues of conventional systems.

Implementation Method 1

a superelastic (also known as 'pseudoelastic') shape memory alloy based overload protection system

Methodology Applied
Scientific EffectShape memory alloy: Shape Memory Alloy

Implementation Method 2

utilizes superelastic shape memory alloy actuation

Methodology Applied
Scientific EffectSuperelasticity: Pseudoelasticity

Implementation Method 3

the sharp reduction in modulus due to the onset of stress-induced Austenite to Martensite transformation in the super-elastic SMA element

Methodology Applied
Scientific EffectStress-induced phase transformation: Phase Change

Data Source

PatentUS8857273B2Mechanical overload protection utilizing superelastic shape memory alloy actuation
Publication Date: 2014.10.14 GM GLOBAL TECHNOLOGY OPERATIONS LLC
  • US8857273B2 patent drawing
  • US8857273B2 patent drawing
  • US8857273B2 patent drawing

AI summary

An actuation assembly adapted for driving a load, and protecting against overload conditions, includes an actuator defining a stroke, and a resistive member, such as a superelastic shape memory alloy spring, drivenly coupled to the actuator, so as to be displaced over the stroke when an overload condition exists, and defining a non-linear force versus displacement profile.