Worm Drive Pretensioning in Electric Power Steering

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Solution Overview

Problem

Existing electromechanically assisted steering systems with worm drives require additional components to compensate for production tolerances and dimensional changes due to temperature, humidity, and wear, increasing complexity and cost.

Innovation Solution

An electromechanically assisted steering system using a worm drive with a spring element to provide axial pretensioning, eliminating the need for additional components by selecting a spring stiffness that maintains the pretensioning force within a predefined tolerance range, typically between 200 N to 300 N, using a coil spring or wave spring with reduced spring stiffness and optimized structural support.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If additional components are used to compensate for production tolerances and dimensional changes in the worm drive, then the pretensioning force can be maintained within tolerance range, but the device complexity and production costs increase

Engineering Contradiction:
Improvepretensioning force stabilityVSAvoidassembly complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent changes the spring stiffness parameter of the spring element to a lower value than conventional designs. This parameter change allows the spring to accommodate dimensional variations and production tolerances while maintaining the pretensioning force within the required tolerance range, eliminating the need for additional compensation components

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The spring element is designed to perform multiple functions simultaneously: it provides the necessary pretensioning force to the worm shaft, compensates for production tolerances in the worm drive, and accommodates dimensional changes due to temperature, humidity, and wear - all without requiring additional components

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

2Reliability

If additional components are used to compensate for production tolerances, then the pretensioning force can be maintained, but production costs increase

Engineering Contradiction:
Improvepretensioning force stabilityVSAvoidproduction cost
Core Design Contradiction:
ReliabilityVSEase of manufacture

Solution Approach 1:

By optimizing the spring stiffness parameter to a lower value, the patent enables a single spring element to handle tolerance compensation, reducing the bill of materials and simplifying manufacturing processes compared to designs requiring multiple components

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent extracts and eliminates unnecessary additional compensation components from the design, relying solely on the optimized spring element to maintain pretensioning force stability, thereby reducing production costs

Inventive Principle:
Principle #2Taking out (Extraction)

3Reliability

If high spring stiffness is used to maintain pretensioning force, then the force can be kept within tolerance, but the system becomes more sensitive to axial dimensional variations

Engineering Contradiction:
Improvepretensioning force stabilityVSAvoidtolerance compensation capability
Core Design Contradiction:
ReliabilityVSAdaptability or versatility

Solution Approach 1:

The patent inverts the conventional approach by using low spring stiffness instead of high stiffness. This counterintuitive parameter change enables the spring to absorb axial dimensional variations through greater deflection, while still maintaining the pretensioning force within the required 200N to 300N range

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The compliant spring element acts as a beforehand cushioning mechanism, absorbing axial dimensional variations and shocks before they can affect the pretensioning force stability, thereby protecting the worm drive from tolerance-related issues

Inventive Principle:
Principle #11Beforehand cushioning (Prior cushioning)

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 reduces production costs and simplifies assembly by relying solely on the spring element for tolerance compensation, making the system less sensitive to axial dimensional variations and allowing for reduced spring stiffness while maintaining effective pretensioning within specified limits.

Implementation Method 1

The spring element is connected to the first bearing portion or to the second bearing portion so as to transmit axial force in the axial direction, such that the spring element axially pretensions the worm shaft relative to the worm gear

Methodology Applied
Scientific EffectElasticity: Elasticity

Data Source

PatentUS11820440B2Electromechanically assisted steering system
Publication Date: 2023.11.21 ZF AUTOMOTIVE GERMANY GMBH
  • US11820440B2 patent drawing
  • US11820440B2 patent drawing

AI summary

An electromechanically assisted steering system is proposed, having a worm drive which comprises a worm shaft and a worm gear, an electric motor which has a drive shaft, and a spring element. At an end assigned to the electric motor, the worm shaft has a first bearing portion which is connected to the drive shaft in a torque-transmitting manner. The worm shaft has a second bearing portion which is arranged at an end of the worm shaft remote from the first bearing portion. The spring element is connected to the first bearing portion or to the second bearing portion so as to transmit axial force in the axial direction, such that the spring element axially pretensions the worm shaft relative to the worm gear. A tolerance compensation of the worm drive in the axial direction of the worm shaft is carried out exclusively via the spring element.