Transfer Case Manual Locking Mechanism for Torque Transfer

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Solution Overview

Problem

Current transfer cases lack a mechanism to positively couple the primary and secondary output shafts for torque transfer, and users cannot manually lock these shafts externally for four-wheel drive operation.

Innovation Solution

A transfer case design incorporating a secondary torque transfer mechanism with a locking mechanism, including a rotating member, locking ring, fork member, and slide shaft, allowing manual locking of the primary and secondary output shafts via an elongated tool, and an actuator system for gear ratio changes and clutch engagement.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a locking mechanism is added to positively couple the primary and secondary output shafts, then torque transfer reliability is improved, but device complexity increases

Engineering Contradiction:
Improvetorque transfer reliabilityVSAvoiddevice complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The locking mechanism components (locking ring, fork member, slide shaft) are nested within the existing transfer case housing and integrate with the primary and secondary output shafts. The locking ring fits around the secondary output shaft, the fork member engages with the locking ring, and the slide shaft moves within the housing to actuate the entire mechanism, creating a compact nested structure that adds locking functionality without proportionally increasing overall device complexity

Inventive Principle:
Principle #7Nested doll (Nesting)

Solution Approach 2:

The fork member acts as an intermediary between the slide shaft and the locking ring, translating the linear motion of the slide shaft into the radial movement needed to engage or disengage the locking ring with the secondary output shaft. This intermediary mechanism enables reliable torque transfer coupling while keeping the overall system design modular and manageable

Inventive Principle:
Principle #24Intermediary (Mediator)

2Ease of operation

If manual locking capability is added via external tool access, then ease of operation is improved, but device complexity increases

Engineering Contradiction:
Improvemanual locking capabilityVSAvoiddevice complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The manual locking capability is extracted from the internal transfer case mechanisms and provided through an external interface. A tool access port is created in the housing that allows an external tool to engage with the slide shaft or its actuating mechanism, enabling the user to manually actuate the locking mechanism from outside the transfer case without adding complex internal actuation systems

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The slide shaft serves multiple functions: it acts as the actuating mechanism for the locking ring engagement, serves as the interface for external manual tool operation, and potentially integrates with existing transfer case control mechanisms. This multi-functionality reduces the need for separate dedicated components for each function, thereby limiting the increase in device complexity while achieving manual locking capability

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

Data Source

PatentUS10604008B2Transfer case having a manually-operated four wheel drive locking mechanism
Publication Date: 2020.03.31 BORGWARNER INC
  • US10604008B2 patent drawing
  • US10604008B2 patent drawing
  • US10604008B2 patent drawing

AI summary

A transfer case includes a housing, along with an input shaft, a primary output shaft, a secondary output shaft, and a secondary torque transfer mechanism, each disposed at least partially within the housing. The input shaft is configured to couple to the primary output shaft to transfer torque thereto. The secondary torque transfer mechanism includes a rotating member coupled to the secondary output shaft and a locking mechanism. The locking mechanism includes a locking ring, a fork member engaging the locking ring, and a slide shaft coupled to the fork member and configured to slide the locking ring to positively couple the primary output shaft to the rotating member to transfer torque to the secondary output shaft. The housing includes an aperture axially configured to receive an elongated tool configured to be rotated manually external to the housing for engaging and moving the slide shaft to the second position.