Spindle Orientation Control Using a Virtual Brake

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Solution Overview

Problem

Horizontal directional drilling systems face challenges in maintaining the angular position of the spindle assembly during drilling operations, particularly when advancing the drill string without rotation, which is necessary for steering the drill bit.

Innovation Solution

A system comprising a spindle assembly, motor, sensor, and controller, where the sensor determines the clock position of the spindle assembly, and the controller actuates the motor to maintain a desired orientation using a virtual brake condition, allowing for precise control without physical rotation brakes.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Manufacturing precision

If a physical rotation brake is used to maintain spindle assembly angular position, then the angular position control is achieved, but the device complexity increases

Engineering Contradiction:
Improveangular position control precisionVSAvoidbrake system complexity
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

The patent removes the physical rotation brake from the system entirely. Instead of using a mechanical brake to maintain angular position, the system extracts this function and replaces it with a virtual brake implemented through software control logic that monitors spindle position and commands the motor to maintain the desired orientation without requiring physical braking components.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The patent replaces the mechanical brake system with an electronic/software-based virtual brake. The controller uses sensor feedback to detect spindle angular position and activates the motor to counteract any deviation from the desired orientation, substituting mechanical friction-based braking with electronic control and motor actuation.

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

2Stability of the object's composition

If sensor feedback control is implemented to maintain spindle orientation, then the angular position stability is improved, but the control system complexity increases

Engineering Contradiction:
Improvespindle orientation stabilityVSAvoidcontrol system complexity
Core Design Contradiction:
Stability of the object's compositionVSDevice complexity

Solution Approach 1:

The patent implements a feedback control system where a sensor continuously monitors the spindle assembly's angular position and sends this information to the controller. The controller compares the actual position with the desired orientation and automatically adjusts the motor actuation to eliminate any deviation, creating a closed-loop control system that maintains stable spindle orientation.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The control system performs self-correction by automatically detecting orientation deviations through the sensor and commanding the motor to restore the desired spindle position without external intervention. The system monitors and adjusts itself continuously, making the control process autonomous and reducing the need for external manual adjustment mechanisms.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS11686180B2Virtual brake system
Publication Date: 2023.06.27 CHARLES MACHINE WORKS INC
  • US11686180B2 patent drawing
  • US11686180B2 patent drawing
  • US11686180B2 patent drawing

AI summary

A brake system for maintaining an angular position of a spindle assembly. A pump-powered motor drives rotation of a spindle on the machine. When no rotation is desired, the spindle will slow, then stop at a desired angular orientation. A rotational sensor will determine the clock position, and a controller compares that to a desired angular orientation. If an error tolerance is exceeded, the motor will rotate the spindle back to the desired orientation.