Torque Overlay Steering with Worm Drive Torque Multiplication

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Solution Overview

Problem

Existing torque overlay steering apparatuses occupy excessive space in the passenger compartment and have insufficient torque multiplication, failing to adequately reduce operator effort in steering wheeled vehicles.

Innovation Solution

A compact steering apparatus utilizing a gear train with a worm screw and worm wheel, providing a high torque multiplication ratio of 16-22:1, which includes a motor with a drive shaft and an output shaft connected via a gear train, allowing for efficient torque supplementation to the steering shaft.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Force

If a belt drive is used to mechanically couple the motor to the steering shaft, then the torque overlay steering apparatus can be mounted in the passenger compartment, but the torque multiplication ratio is limited to 3:1 which is insufficient for adequate torque supplementation

Engineering Contradiction:
Improvetorque multiplication ratioVSAvoidgear train complexity
Core Design Contradiction:
ForceVSDevice complexity

Solution Approach 1:

A worm screw acts as an intermediary mechanical element between the motor and the output shaft, enabling high torque multiplication through its engagement with the worm wheel. This intermediary component transforms the motor's rotational motion into high-torque output while maintaining a compact structure suitable for passenger compartment mounting.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent replaces the belt drive mechanical coupling system with a worm screw-worm wheel gear train. This substitution eliminates the torque limitation of belt drives (3:1 ratio) and provides superior torque multiplication (16-22:1 ratio) while maintaining mechanical reliability for steering applications.

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

2Force

If known torque overlay steering apparatuses are designed with sufficient torque multiplication capability, then adequate torque supplementation can be achieved, but they occupy an undesirably large amount of space in the passenger compartment

Engineering Contradiction:
Improvesupplemental torqueVSAvoidspace occupancy in passenger compartment
Core Design Contradiction:
ForceVSVolume of moving object

Solution Approach 1:

The gear train components (worm screw, worm wheel, bevel gears) are nested within a compact housing structure. The counter shaft is positioned concentrically with the output shaft, and gear components are arranged in nested configurations that minimize the overall volume occupied by the torque overlay steering apparatus while maintaining high torque multiplication capability.

Inventive Principle:
Principle #7Nested doll (Nesting)

Solution Approach 2:

The patent employs three-dimensional spatial arrangement of gear components, utilizing vertical and radial dimensions efficiently. The worm screw engages with the worm wheel in a vertical arrangement, while bevel gears transmit motion between perpendicular shafts, optimizing space utilization in all three dimensions to reduce the apparatus's footprint in the passenger compartment.

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

3Object-affected harmful factors

If the torque overlay steering apparatus is mounted in the engine bay, then it can avoid harsh conditions in the passenger compartment, but the apparatus would be exposed to extreme temperatures and contaminants

Engineering Contradiction:
Improveexposure to harsh conditionsVSAvoidoperator proximity to apparatus
Core Design Contradiction:
Object-affected harmful factorsVSEase of operation

Solution Approach 1:

The patent converts the potential harm of mounting in the engine bay by selecting engine bay mounting as the preferred location, thereby protecting the apparatus from operator exposure while managing thermal and environmental conditions through proper sealing and component selection. The harsh engine bay environment becomes acceptable through protective design measures.

Inventive Principle:
Principle #22Blessing in disguise (Convert harm into benefit)

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 enables a significant reduction in space occupancy in the passenger compartment while providing a substantial torque multiplication, enhancing the vehicle's maneuverability, especially in cases of hydraulic power steering system failure.

Implementation Method 1

The gear train includes a worm screw and a worm wheel

Methodology Applied
Scientific EffectWorm drive: Worm Drive

Implementation Method 2

providing a high torque multiplication ratio of 16-22:1

Methodology Applied
Scientific EffectMechanical advantage: Mechanical Advantage

Implementation Method 3

A motor having a drive shaft that rotates about a drive shaft axis

Methodology Applied
Scientific EffectElectromagnetic conversion: Electromagnetic Induction

Data Source

PatentEP3501943B1Torque overlay steering apparatus
Publication Date: 2021.07.07 ZF ACTIVE SAFETY & ELECTRONICS US LLC
  • EP3501943B1 patent drawingFigure 1
  • EP3501943B1 patent drawingFigure 2
  • EP3501943B1 patent drawingFigure 3

AI summary

A steering apparatus (10) for assisting rotation of a steering shaft (114) in a steering system (110). The apparatus (10) includes a motor (60) having a drive shaft (62) that rotates about a drive shaft axis (64) and an output shaft (40) that rotates about an output shaft axis (94). The output shaft axis (94) extends parallel to the drive shaft axis (64). The output shaft (40) is connected for rotation with the steering shaft (114). A gear train (20) drivingly connects the motor (60) to the output shaft (40). The gear train (20) includes a worm screw (26) and a worm wheel (28).