Variable Helicopter Tail Rotor Planetary Gear Transmission

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Solution Overview

Problem

Helicopter tail rotors are limited by fixed speed ratios, which restrict operational height and efficiency, as they require increased engine speed during hovering, leading to unnecessary main rotor speed increases and increased noise and fuel consumption.

Innovation Solution

A flexible planetary gear system for variable transmission allows independent speed control of the tail rotor, featuring multiple gear sets with clutches and freewheels, enabling three distinct rotational speeds and continuous variation between them, decoupling tail rotor speed from main rotor speed, and incorporating an electric motor/generator for power modulation and energy generation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If a fixed ratio transmission is used for main and tail rotors, then the transmission structure is simple, but the operational flexibility and adaptability are limited

Engineering Contradiction:
Improveadaptability to different flight situationsVSAvoidcomplexity of transmission system
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The transmission system is divided into two independent planetary gear sets (first and second gear sets), each capable of providing different speed ratios. This segmentation allows the main rotor and tail rotor to operate at independently optimized speeds for different flight conditions, resolving the contradiction between adaptability and complexity by creating modular, selectable transmission paths.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The transmission system incorporates selectable means (clutches and freewheels) that allow dynamic switching between different speed ratios and operational modes. This enables the system to adapt its transmission characteristics in real-time based on flight conditions, achieving versatility while maintaining a relatively compact structure through dynamic reconfiguration rather than multiple fixed systems.

Inventive Principle:
Principle #15Dynamics

2Speed

If engine speed is increased to speed up the tail rotor during hovering, then the tail rotor speed increases, but the main rotor speed also increases unnecessarily

Engineering Contradiction:
Improvetail rotor speedVSAvoidfuel consumption
Core Design Contradiction:
SpeedVSUse of energy by moving object

Solution Approach 1:

The dual planetary gear sets enable independent speed control of the tail rotor from the main rotor. During hovering, the transmission can be configured to increase only tail rotor speed while maintaining optimal main rotor speed, eliminating the waste of energy that occurs in fixed-ratio systems where both rotors must spin faster together.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The planetary gear sets act as intermediary mechanisms between the engine and the rotors, providing variable speed transformation. This allows the engine to operate at efficient speeds while the gear sets provide the necessary speed multiplication or reduction to match the specific needs of each rotor for different flight conditions, optimizing overall energy utilization.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Adaptability or versatility

If a fixed ratio transmission is used, then the transmission structure is simple, but the operational height is limited

Engineering Contradiction:
Improveoperational height rangeVSAvoidcomplexity of gear system
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

By segmenting the transmission into two independently controllable planetary gear sets, the system can provide different speed ratios for main and tail rotors simultaneously. This enables operation at higher altitudes where air density is lower, as the tail rotor speed can be independently optimized for hovering conditions while the main rotor maintains efficient cruise speeds, thus expanding the operational height range without requiring an overly complex multi-gear system.

Inventive Principle:
Principle #1Segmentation

4Reliability

If increased engine speed is used to compensate for fixed ratio limitations, then tail rotor performance is maintained, but noise increases

Engineering Contradiction:
Improvetail rotor performanceVSAvoidnoise
Core Design Contradiction:
ReliabilityVSObject-generated harmful factors

Solution Approach 1:

The dynamic switching capabilities of the planetary gear system allow the transmission to provide variable speed ratios that optimize rotor performance across different flight conditions. During hovering at various altitudes, the system can maintain appropriate tail rotor speeds without requiring excessive engine RPM, thereby reducing noise generation while preserving tail rotor effectiveness through intelligent speed management rather than brute-force engine power increases.

Inventive Principle:
Principle #15Dynamics

Data Source

PatentUS8992361B2Planetary gear for variable transmission
Publication Date: 2015.03.31 AIRBUS HELICOPTERS DEUT GMBH
  • US8992361B2 patent drawing
  • US8992361B2 patent drawing

AI summary

A planetary gear (1, 20, 30, 40) for variable transmission, particularly a planetary gear for variable transmission towards a tail rotor of a helicopter. At least one gear set (s1, s2, s3, s4) of a sun gear (w4, w6, 21) comprises a ring gear (w1, w7), planetary wheels (2, 22, 32) and a planet carrier (w2, w3, w8). At least one clutch (k, K1, K2) and at least one freewheel (Fl, FL1, FL2) are provided for at least two different speeds of the planet carrier (w2, w3, w8) as output.