SMA Tube Ring Drive for Continuous Rotary Actuation

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Solution Overview

Problem

Conventional rotary actuation using Shape Memory Alloy (SMA) materials is limited to reciprocating motion and requires constant heat application to prevent thermal cycling-induced reciprocal effects, which restricts continuous rotary output and efficient torque delivery.

Innovation Solution

The development of a Ring Drive mechanism that utilizes a Spline-Slide Actuator System with integrated bias-spring return assist and Tube Lock Design to enable continuous rotary motion in either direction without constant heat application, using SMA tubes configured to provide rotational output and lock in place during thermal cycles, thereby preventing reciprocal effects.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If conventional SMA rotary actuation is used with ratchet/sprag gear and sun gear drive train, then continuous rotary articulation in one direction is achieved, but the system requires constant heat application to prevent thermal cycling-induced reciprocal effects and experiences increased material stress on gear teeth

Engineering Contradiction:
Improvecontinuous rotary outputVSAvoidconstant heat application
Core Design Contradiction:
ReliabilityVSUse of energy by moving object

Solution Approach 1:

The patent applies periodic thermal cycling to the SMA elements, heating them to generate torque in one direction while allowing passive return during cooling. This periodic heating rather than constant heating reduces energy consumption while maintaining continuous rotary output through the ratchet mechanism that prevents reciprocal motion during the cooling phase.

Inventive Principle:
Principle #19Periodic action

Solution Approach 2:

The patent replaces the need for constant thermal energy input with a mechanical locking system (ratchet and pawl mechanism). The SMA elements generate torque only during heating, and the ratchet mechanism mechanically maintains the output position during cooling, substituting constant thermal energy with a passive mechanical constraint.

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

2Reliability

If conventional SMA rotary actuation with sun gear drive train is used, then continuous rotary motion is achieved, but device complexity increases and torque delivery efficiency decreases

Engineering Contradiction:
Improvecontinuous rotary motionVSAvoiddrive train complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent extracts and eliminates the sun gear component from the drive train, using only planetary gears and a ratchet mechanism. This simplification reduces device complexity while maintaining continuous rotary motion capability through the combination of planetary gear reduction and ratchet-based unidirectional locking.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The patent changes the fundamental operating principle from continuous thermal actuation to periodic thermal actuation with mechanical locking. This parameter change in the actuation cycle, combined with the simplified drive train, reduces complexity while achieving the same reliable continuous rotary output.

Inventive Principle:
Principle #35Parameter changes

3Power

If SMA elements are configured in a Ring Drive mechanism with lock control, then torque delivery efficiency improves and material stress on gear teeth reduces, but the system requires innovative locking and return state features

Engineering Contradiction:
Improvetorque deliveryVSAvoidlocking and return state features
Core Design Contradiction:
PowerVSDevice complexity

Solution Approach 1:

The patent introduces a ratchet mechanism as an intermediary between the SMA elements and the output shaft. This intermediary allows the SMA elements to deliver torque efficiently during heating while the ratchet passively maintains position during cooling, reducing material stress on gear teeth by eliminating the need for continuous engagement under load.

Inventive Principle:
Principle #24Intermediary (Mediator)

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 allows for continuous torque delivery in a chosen direction with reduced material stress on gear teeth, enabling efficient and scalable rotary actuation with improved durability and reduced power consumption, as demonstrated in applications like the F-18 Navy Jet winglet folding mechanism.

Implementation Method 1

Conventional rotary actuation with the use of Shape Memory Alloy (SMA) material has been constrained to uses that provide a reciprocating direction of derived power based on the material inducing movement in one direction when heated, and a movement in the opposite direction when cooled, as occurs during a full thermal cycle of the material.

Methodology Applied
Scientific EffectShape Memory Effect: Shape Memory Alloy

Implementation Method 2

The development of a Ring Drive mechanism that utilizes a Spline-Slide Actuator System with integrated bias-spring return assist

Methodology Applied
Scientific EffectElastic Energy Storage: Spring

Data Source

PatentUS11131294B1Shape memory alloy tube continuous rotation actuator
Publication Date: 2021.09.28 UNITED STATES GOVERNMENT ADMINISTRATOR OF NASA
  • US11131294B1 patent drawing
  • US11131294B1 patent drawing
  • US11131294B1 patent drawing

AI summary

A scalable plurality of shape memory alloy (SMA) elements are configured to provide a continuous rotation actuator system. The plurality of SMA elements are coupled to a Ring Gear element, as well as to a Sun Gear element and a provision for thermal cycle return assist of the SMA elements. A plurality of Transmission elements provide for controlled rotary actuation in a desired direction with lock capability that provides for continuous rotary motion even as the SMA elements undergo reciprocating rotary action during their thermal cycling without running into system component rotation limits. The innovation distinguishes over other innovative approaches by way of at least the Ring Gear element, the manner of lock control, and the return assist element.