Worm Gear Preload Assembly for Quiet Electric Power Steering

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Solution Overview

Problem

Electric-motor assisted steering systems face challenges in maintaining reliable engagement between the worm shaft and worm wheel due to high component tolerances and wear, requiring complex and costly adjustment of preloading forces to prevent chattering noises and excessive stiffness.

Innovation Solution

A gear assembly with an elastic element and adjustment element that automatically adjusts and limits axial force, ensuring reliable engagement by expanding when necessary and limiting expansion to prevent excessive force, thereby simplifying the adjustment process and maintaining optimal preloading.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a preloading device is provided to apply preloading force to the worm shaft, then reliable engagement between worm shaft and worm wheel is ensured, but the adjustment of preloading force becomes very expensive and complicated

Engineering Contradiction:
Improvereliable engagementVSAvoidadjustment complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The elastic element automatically adjusts the axial preloading force on the worm shaft based on the tolerance range, eliminating the need for expensive and complicated manual adjustment mechanisms. The system self-regulates the preloading force within the required range through the elastic properties of the element.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The invention changes the physical state of the preloading mechanism by using an elastic element that can deform axially, allowing the preloading force to vary dynamically within a tolerance range rather than requiring fixed, precise adjustment mechanisms.

Inventive Principle:
Principle #35Parameter changes

2Reliability

If preloading force is increased to ensure reliable engagement, then engagement reliability improves, but the gearbox becomes stiff

Engineering Contradiction:
Improveengagement reliabilityVSAvoidsteering operation
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The elastic element provides a dynamic preloading force that can adapt to operating conditions, maintaining sufficient engagement reliability while allowing the system to remain compliant and easy to operate. The elasticity enables the preloading force to decrease when needed, preventing excessive stiffness.

Inventive Principle:
Principle #15Dynamics

3Ease of operation

If preloading force is decreased to improve ease of operation, then steering operation becomes easier, but chattering noises occur

Engineering Contradiction:
Improvesteering operationVSAvoidchattering noises
Core Design Contradiction:
Ease of operationVSObject-generated harmful factors

Solution Approach 1:

The elastic element acts as a cushioning element that maintains sufficient preloading force to prevent chattering noises and bearing contact loss, while its elastic properties prevent the force from becoming excessive. This beforehand cushioning ensures smooth operation without harmful vibrations.

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

The solution ensures reliable engagement between the worm shaft and worm wheel, reduces chattering noises, and prevents excessive stiffness by automatically adjusting and limiting axial force within a predefined threshold, eliminating the need for complex preloading adjustments.

Implementation Method 1

in which recess there is arranged an elastic element which applies an axial force to the worm shaft

Methodology Applied
Scientific EffectElasticity: Elasticity

Implementation Method 2

the adjustment element, which is formed in such a way that it permits expansion of the elastic element in the axial direction when the axial force on the worm shaft exceeds a defined threshold value, and limits expansion of the elastic element when the axial force on the worm shaft lies below the defined threshold value

Methodology Applied
Scientific EffectMechanical Force: Mechanical Force

Data Source

PatentUS11745790B2Gear assembly and steering system
Publication Date: 2023.09.05 ZF AUTOMOTIVE GERMANY GMBH
  • US11745790B2 patent drawing
  • US11745790B2 patent drawing

AI summary

The disclosure specifies a gear assembly for an electric-motor assisted steering system, comprising an electric motor, a worm shaft which can be driven by the electric motor and which meshes with a worm wheel. The worm shaft has a recess on an end face which faces the electric motor, in which recess there is arranged an elastic element which applies an axial force to the worm shaft in the direction away from the electric motor. In the axial direction, the elastic element is supported by one end on an adjustment element, which is formed in such a way that it permits expansion of the elastic element in the axial direction when the axial force on the worm shaft exceeds a defined threshold value, and limits expansion of the elastic element when the axial force on the worm shaft lies below the defined threshold value.